• How it works
  • E-commerce
  • 6 min read

How a Retention FTE Works

Flows timed from how your customers actually reorder. Sends gated by your rules. Numbers reported against the window you chose.

Author
ftes.ai Editorial
ftes.ai Team

The short answer

A Retention FTE is a Digital FTE that owns an online store's email and SMS lifecycle end to end: welcome, recovery, post-purchase, replenishment, win-back and VIP flows built from the store's own order data inside Klaviyo, Mailchimp or its platform. Every send is approved, the frequency cap is a hard limit, and results use the attribution window the owner chose.

The role this piece is aboutRetention FTE · Lifecycle & Retention Marketer

Key takeaways

  • The Retention FTE owns lifecycle flows as a function, not a campaign calendar: timing comes from order history.
  • Every send and every flow change is a proposal in Approvals, previewed exactly as the customer will see it.
  • The frequency cap and suppression list are hard limits the FTE cannot exceed at any autonomy level.
  • It reports repeat-purchase rate and revenue per recipient against the attribution window the owner set, not one it chose.
  • Segments are derived from orders, so a replenishment flow lands near the median reorder gap for that SKU.

What does a Retention FTE own?

A Retention FTE on ftes.ai owns the lifecycle messaging of an online store: the flows that run from a first visit to a repeat purchase and back from a lapse. That means the welcome series, browse and cart recovery, the post-purchase sequence, replenishment reminders, win-back for lapsed customers, and VIP treatment for the best ones. It is accountable for one outcome, repeat revenue that compounds with every send approved, and it is reviewed on targets such as repeat-purchase rate at ninety days.

It does not own the offer strategy, the brand, or the decision to discount. The owner sets those. The Retention FTE proposes the flows, the timing, the segments and the copy, inside the rules the owner wrote, and reports what happened in numbers it measured.

Where does the timing come from?

The timing of every flow the Retention FTE proposes comes from the store's own order data rather than from a template. A replenishment reminder for a consumable is placed near the median gap between first and second orders of that SKU, read from the orders themselves. A win-back flow starts when a customer's silence exceeds the point at which, in this store's history, most customers who were going to return already had. A post-purchase sequence spaces itself around the delivery window the store's shipping data shows.

This is the mechanism that makes the flows specific to the store. Two stores selling the same category get different timings because their customers reorder differently, and the timing is revised as the data moves.

How are segments built?

Segments are built by the Retention FTE from order history and engagement, and each segment is shown with its size and its definition before any flow targets it. First-time buyers, second-order customers, lapsed after a defined gap, subscribers who should not receive replenishment prompts, high-value customers by order count and value: each is a definition the owner can read and change. The suppression list, customers who must never be messaged for any reason, is applied before every send.

Segment definitions are proposals too. A new VIP tier or a changed lapse threshold waits in Approvals with the count of customers it would move and the reasoning.

What waits for approval, and what are the hard limits?

The Retention FTE starts at Level 0 on the autonomy ladder: every new flow, every change to a live flow, every campaign and every segment change is a proposal in Approvals. The message is shown exactly as the customer will see it on the device it targets, with the segment size beside it and the frequency cap already applied. The owner approves, edits or sends back with a note.

Two limits sit above the ladder and cannot be crossed at any level: the frequency cap, the maximum messages a customer may receive in a period, and the suppression list. A campaign that would breach the cap for part of a segment is held back for that part and the brief says so. Once a flow has run for weeks with approvals and no send-backs, the owner can promote that flow to run its scheduled sends without a gate, and take that back at any time.

Revocation — disconnect, step back, pause, from one placeWallet — hard stop; spend bounded and visibleAudit trail — who, what, when, evidence, levelGates — approval on every action; fact gate on every claimPermissions — roles check every protected actionCredentials — scoped, encrypted, never exposedIsolation — organization on every query; properties separate
Figure 1Above the autonomy ladder sit the frequency cap and the suppression list; no level the Retention FTE earns can cross them.

How does it report results honestly?

The Retention FTE reports four numbers it can measure: repeat-purchase rate at the horizon the owner chose, revenue per recipient per flow, sends against the frequency cap, and flows live. Revenue is attributed using the window the owner set in Setup, and the window is printed on every report, because an attribution window chosen to flatter a flow is the most common way lifecycle numbers become fiction.

It does not claim incremental revenue unless the store runs a holdout, a portion of the segment that receives nothing, and it proposes holdouts on the flows worth testing. A flow that underperformed is named as underperforming, with the hypothesis and the proposed change beside it.

Measuresample the prompt setProposeworth-it verdictDraftpasses the fact gateApprovea named personPublishyour routeand againweekly, dated, honestWHAT IS UNMEASURED IS MARKED UNMEASURED
Figure 2Results are measured against the attribution window the owner set, with holdouts proposed where an incremental claim would otherwise be a guess.

What does it write, and in whose voice?

The Retention FTE writes every message in the voice the owner defined in the remit, from product data the catalog holds and copy the owner approved. It does not invent offers: a discount appears in a message only when the owner's rules allow it for that segment. It does not invent claims about products; the same fact-gate that governs the Product Catalog FTE governs product statements in an email.

Replies from customers to a lifecycle message are not the Retention FTE's to answer; they route to the help desk, where an Order Support FTE or a person handles them. The Retention FTE reads them only as signal, for example a spike of unsubscribes after a change.

Which tools does it work in?

The Retention FTE works inside the store's email and SMS platform, currently Klaviyo, Mailchimp, Omnisend, Attentive and Postscript, with read access to orders from Shopify, WooCommerce, BigCommerce or a subscription platform such as Recharge. Its work is reviewed in the ftes.ai workspace, credentials are encrypted at rest and revocable, and it draws tokens from the organization wallet, which hard-stops at zero.

It does not require a migration to a new sending platform. The flows it proposes are created in the platform the store already runs, so the store keeps its deliverability history and its list.

Frequently asked questions

What does a Retention FTE do?

It owns lifecycle email and SMS: flows timed from your order data, every send approved, frequency caps as hard limits, results reported against your attribution window.

Can it exceed my frequency cap?

No. The cap and the suppression list are hard limits at every autonomy level. Sends that would breach them are held back.

Does it send without approval?

Not at the start. Every flow, change and campaign waits in Approvals. Proven flows can be promoted later and demoted any time.

How is revenue attributed?

Against the window you set in Setup, printed on every report. Incremental claims need a holdout, which it proposes.

Which platforms does it support?

Klaviyo, Mailchimp, Omnisend, Attentive and Postscript, with order data from Shopify, WooCommerce, BigCommerce or Recharge.

  • E-commerce
  • Retention FTE
  • Lifecycle Marketing
  • Email and SMS
  • Digital FTE
Further reading

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Related guides on hiring and managing Digital FTEs.

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