21 Essential Ecommerce Metrics Your Brand Should Track
21 Essential Ecommerce Metrics Your Brand Should Track
When you own an ecommerce business, there's no shortage of metrics to track. These metrics can tell you a lot about your online store's performance and can serve as a guide to help you optimize your business and grow its bottom line — but only if you track the right ones and know how to interpret what they're telling you.
In this article, we'll explore 21 key ecommerce metrics that will help you better understand your ecommerce website performance. But we go a step further than throwing a wall of metrics at you: The metrics in this post are organized to tell the full story of the buyer journey — from awareness to repeat purchases and everything in between.
What are ecommerce metrics (vs. ecommerce KPIs)?
Retailers often discuss ecommerce metrics and key performance indicators (KPIs) in the same breath. But while all KPIs are metrics, not all metrics are KPIs. Ecommerce metrics are defined as anything that you can track and measure regardless of how important the information actually is.
KPIs, meanwhile, are the ecommerce metrics that you identify as being most closely tied to your core business goals. Once you have built a solid foundation of the ecommerce metrics that you can track, you can then highlight a short list of metrics that have the biggest impact on your ecommerce success (aka, your ecommerce KPIs).
Brand awareness metrics
Brand awareness is the first stage of the customer journey. Several metrics can provide insights into easy it is for new customers to discover your brand, including:
1) Brand impressions
A brand impression occurs anytime a potential customer sees one of your ads, social media posts, or other branded content. This metric tells you the reach of your marketing campaigns.
How to measure brand impressions
This depends on the exact type of ad or other content that you are measuring impressions for. However, most social media platforms and PPC advertising platforms alike make it easy to see the number of impressions that your ad or post has generated.
How often to measure brand impressions
Brand impressions should be measured for each marketing campaign that you launch.
2) Social media engagement
Social media engagement is the rate at which your social media followers engage with the posts that you publish (defined as actions such as commenting, liking, or sharing your posts). This metric tells you how engaging the social media content that you publish is and is especially important since social media platforms tend to show high-engagement posts to more users.
How to measure social media engagement
You can find this information in the analytics section of your social media profiles. Tools such as Sprout Social can also be used for tracking social media engagement and allow you to measure cross-channel social media analytics.
How often to measure social media engagement
Due to its dynamic nature, it's recommended that ecommerce stores measure social media engagement on a weekly basis.
3) Branded search volume
Branded search volume is the number of visitors who arrive at your website via a branded search (such as searching for your company's name). This metric tells you how many customers are specifically searching for your brand and provides insight into how much brand awareness you generate.
How to measure branded search volume
To track your website’s branded search volume, you will need to use a tool such as Google Analytics or Google Search Console.
How often to measure branded search volume
It's recommended that brands track branded search volume on a monthly basis.
Website visit (pre-purchase) metrics
The goal of every ecommerce store is to convert website traffic into paying customers. And the actions that your visitors take pre-purchase can tell you a lot about how effective your store is in this regard. The most important pre-purchase website visit metrics for brands to track include:
4) Store sessions (broken down by...)
Store sessions is the number of people who visit your ecommerce store over a certain period of time. This metric tells you how effective your site is at generating traffic..
Along with looking at your total number of store sessions, it's also a good idea to break down your store sessions further based on the following criteria:
Traffic source
You should break down store sessions based on the source of the traffic (i.e., pay-per-click (PPC) ads, search engine searches (like Google or Bing), links on other websites). This can help you determine where your traffic is coming from so that you can pinpoint which methods for generating traffic are working the best.
Device type
Tracking whether store sessions occur on a PC or mobile device provides a better understanding of how visitors access your website and can help you determine if you need to optimize your site for mobile users.
Location
Tracking store sessions by location can help you identify your ideal customer demographics so that you can better target your email campaigns and other digital marketing efforts.
How to measure store sessions
Store sessions is a metric that can be tracked using either your ecommerce platform or using Google Analytics. For Shopify stores, store sessions is one of the many metrics that you can find on your store’s Analytics page.
How often to measure store sessions
It is recommended that store sessions should be measured on a weekly basis.
5) Marketing click-through rate (social CTR, email CTR, etc.)
Click-through rate is the rate at which customers click on your email links, social posts, and paid ads. This metric tells you how engaging and effective those materials are.
How to measure marketing click-through rate
Click-through rate is a metric that all digital advertising platforms make available — whether it's social media platforms, email marketing platforms, or PPC ad platforms.
How often to measure marketing click-through rate
You should measure the click-through rate of each new marketing campaign that you launch. You can also measure CTR for social posts to measure their effectiveness in directing visitors to your website/landing pages.
6) Bounce rate (especially on product pages)
Bounce rate is the percentage of visitors who leave your website without taking any action (such as filling out a form or making a purchase). You can track the overall bounce rate for your website, but it's especially important to track the bounce rate of individual product pages.
This can speak to the value of the content on the page. For example, if a page contains valuable or engaging information, the site visitor will spend more time on it. If it contains irrelevant or unhelpful information, they’ll probably click away pretty quickly.
How to measure bounce rate
Bounce rate is a metric that can be measured using Shopify or Google Analytics. For Shopify stores, you can view the bounce rate of any page on your Analytics page.
How often to measure bounce rate
It is recommended that you measure the bounce rate of your website and individual product pages on a monthly basis.
First purchase metrics
This is a vital stage of the customer journey: when customers decide whether to purchase. As such, it's also a key stage of the customer journey to optimize. The following metrics can help you determine whether or not this final section of your sales funnel is performing as it should:
7) Shopping cart abandonment
The average shopping cart abandonment rate for ecommerce sites is about 70%. Most of the common issues that prevent customers from completing their purchases occur during the checkout process.
Improving your cart abandonment rate by optimizing your checkout process could help your store generate a lot more ecommerce sales. Your business should make it as easy as possible for your customers to purchase.
For example, requiring a customer to create an account to complete their purchase is frustrating, and may lead them elsewhere. Similarly, a long checkout process with multiple steps can also be a turnoff.
To learn more about creating a checkout process that is designed for reducing cart abandonment rates, check out these 12 strategies for reducing cart abandonment.
How to measure shopping cart abandonment
You should be able to track your cart abandonment rate using Shopify Analytics (or your ecommerce platform of choice).
How often to measure shopping cart abandonment
Given this metric's importance, you should track your cart abandonment rate weekly or bi-weekly.
8) Average order value (AOV)
One effective way to grow your store's revenue without requiring you to attract any new customers is to increase your average order value (AOV). AOV measures how much the average customer spends on a single order. Once you start measuring your AOV, you can increase it via upselling and cross-selling strategies.
How to measure AOV
AOV is a metric that is calculated by dividing your total revenue over a given period of time by your total number of orders over the same period. You can find this section in your Shopify Analytics Dashboard overview.
How often to measure AOV
You should track your store’s AOV on a weekly or bi-weekly basis.
9) Sales conversion rates
The conversion rate measures the percentage of website visitors (or email recipients, or people who view your ads, etc.) who convert into paying customers. Ecommerce stores should strive for a conversion rate of about 3%.
How to measure sales conversion rates
For Shopify stores, this metric can be found on the Analytics page. You can also measure the conversion rate of your marketing campaigns using tools such as Klaviyo (for email marketing campaigns) or your PPC platform (for PPC campaigns).
How often to measure sales conversion rates
Your website’s conversion rate should be measured on a monthly basis. You should also measure the conversion rate of each marketing campaign.
10) Average number of sales per day
This is a pretty self-explanatory metric and an important one for ecommerce stores to track.
How to measure average number of sales per day
Shopify tracks this automatically. Take your total sales over the time period that you are measuring and divide it by the number of days in the period.
How often to measure average number of sales per day
Average number of sales per day is a metric that should be measured on a monthly or quarterly basis.
11) Revenue generated by customer support
Exceptional customer support can directly generate revenue in several effective ways, including promoting customer loyalty, generating sales via upsells, cross-sells, and product recommendations, and nudging website visitors toward a conversion via proactive customer support.
How to measure revenue generated by customer support
Revenue generated by customer support is one of many customer support metrics that a high-quality helpdesk such as Gorgias will help you track. For example, our platform enables you to evaluate customer support performance based on multiple factors, such as the number of converted tickets.
How often to measure revenue generated by customer support
Revenue generated by customer support is a metric that you should measure on a bi-weekly or monthly basis.
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First 30 days post-purchase metrics
The customer journey doesn't end when they buy. You want to encourage retention and repeat purchases — as return customers generate about 300% more revenue than first-time shoppers.
To promote customer loyalty and maximize the value of each customer that you acquire, then it's essential to create an optimized post-purchase experience. In fact, 73% of all customers point to customer experience as an important factor in their purchasing decisions.
Tracking post-purchase metrics can help you deliver the quality of experience that your customers expect, and the most impactful post-purchase metrics to track include:
12) Return visitors
Return visitors is a metric that tells you either the total number or percentage of visitors who return to your website multiple times. It provides insights into how well you can build and retain an online audience, which is a key part of how ecommerce stores promote customer loyalty.
How to measure return visitors
You should be able to track this metric using Shopify or a tool such as Google Analytics. For Shopify stores, this is a metric that can be viewed on the Analytics page.
How often to measure return visitors
You should consider tracking your return visitors rate on either a monthly or quarterly basis.
13) CSAT score
Customer satisfaction (CSAT) score is a metric gathered via CSAT surveys sent out to customers following either a purchase or a customer service interaction. These surveys ask customers to rank their satisfaction with your brand and allow you to calculate your overall CSAT score by dividing the number of satisfied responses by the total number of responses.
How to measure CSAT score
A high-quality helpdesk such as Gorgias will enable you to both send CSAT surveys and track your average CSAT score.
How often to measure CSAT score
CSAT surveys should be sent out following any customer service interaction, and your average CSAT score should be measured quarterly.
14) Net promoter score (NPS)
Like CSAT, net promoter score (NPS) is another metric that offers insights into how happy existing customers are with your brand. NPS tells you how likely customers are to recommend your brand to their friends, family, or colleagues. This metric enables you to gauge customer satisfaction from a different angle than CSAT score and also enables you to evaluate how much value word-of-mouth advertising is delivering for your brand.
How to measure net promoter score
You can collect this information via NPS surveys sent out following a purchase. NPS score is then calculated by determining the average response to these surveys over a given period of time. We recommend Delighted as an excellent tool for sending NPS surveys and other customer feedback requests.
How often to measure net promoter score
NPS surveys should be sent out following every purchase, and your brand’s average net promoter score should be measured on a quarterly basis.
Check out our guide on NPS survey best practices.
15) Customer service contact rate
You want to make it as easy and convenient as possible for customers to contact your support team. But at the same time, having a high customer service contact rate could potentially indicate issues with your store, products, or post-purchase process that need to be addressed.
How to measure customer service contact rate
Gorgias Statistics allows you to track your customer service contact rate and also provides helpful insights regarding the specific issues that customers are having. This information can be highly valuable for optimizing your store's post-purchase experience.
How often to measure customer service contact rate
Customer service contact rate is something that you should track monthly or quarterly.
Repeat purchase and brand loyalty metrics
The final stage of the customer journey is retaining the customers that you acquire and maximizing their value. Ideally, this stage will last for the rest of the customer's life.
Repeat purchase and brand loyalty metrics provide insights regarding how much value each new customer you acquire is providing, and the most important repeat purchase and brand loyalty metrics to track include:
16) Repeat purchase ratio
Repeat purchase ratio is the ratio of customers who make multiple purchases from your store compared to those who only make a single purchase. With current customer acquisition costs being as high as they are (more on that in a bit), it's now more important than ever for ecommerce stores to generate as many repeat customers as possible.
How to measure repeat purchase ratio
To see how effective your store is at creating repeat customers, you can divide your total number of customers over a time period by your total number of repeat customers to calculate your repeat purchase ratio.
How often to track repeat purchase ratio
Repeat purchase ratio is a metric that should be tracked on a quarterly basis.
17) Customer lifetime value (CLV)
Customer lifetime value (CLV) is a measure of how much a customer spends with your brand over the course of their lifetime. You can calculate this metric for individual customers, but it's most useful for ecommerce brands to track their average CLV.
How to measure CLV
This is a metric that Shopify tracks automatically, allowing you to view CLV across customers, products, and channels.
How often to measure CLV
CLV is a metric that your ecommerce business should measure on a quarterly basis.
18) CLV/CAC ratio
From 2013 to 2021, customer acquisition costs (CAC) for ecommerce stores rose 222%. This makes it vital for brands to maximize the CLV of each new customer they acquire while also making efforts to lower CAC when possible. CLV/CAC ratio is arguably the most critical ecommerce metric for brands to track since it ultimately determines your store's bottom line.
How to measure CLV/CAC ratio
Start by determining your average CAC: Divide your total marketing spend over time by the total number of new customers you acquired. You can then divide the average CAC you calculate by your average CLV to determine your brand's CLV/CAC ratio.
How often to measure CLV/CAC ratio
You should calculate this metric quarterly and aim for a CLV/CAC ratio benchmark of 3:1.
Inventory and stock metrics
Finally, let's look at a few metrics regarding a side of the business that customers never see — but one that significantly impacts their experience nonetheless. To ensure that you always have the right amount of inventory on hand to meet demand, here are three inventory and stock metrics to track:
19) Average inventory sold per day
Average inventory sold per day shows how much is flowing in and out of your business and can help manage inventory levels. It's also a metric that can indirectly tell you how your ecommerce store is performing.
How to measure average inventory sold per day
You can track this metric using Shopify Reports or using inventory management software such as NetSuite.
How often to measure average inventory sold per day
Average inventory sold per day is a metric that you should track on a monthly basis.
20) Monthly inventory levels
Tracking monthly inventory levels tells you how much of each product you have available at the end of each month and is another key metric for optimizing inventory management.
How to measure monthly inventory levels
Your inventory management software or Shopify can track this metric, so you don't have to do it manually.
How often to measure monthly inventory levels
As the name suggests, this is a metric that you should track each month to ensure that you don't have products accidentally go out of stock.
21) Inventory turnover (days on hand)
Inventory turnover tells you how many days before a product is likely to go out of stock and is also known as "days on hand.”
How to measure inventory turnover
This metric can be calculated by dividing your current inventory level by the average daily inventory sold.
How often to measure inventory turnover
After checking your monthly inventory levels at the end of each month, you should calculate your inventory turnover to determine when you should place orders for new stock.
Shopify analytics: What your ecommerce platform can (and can't) track for you
You can track many (if not most) of the metrics we've discussed using Shopify's reporting and analytics features. However, there are also several highly important ecommerce metrics that you can't track using Shopify alone. This includes any metrics based on customer feedback, such as CSAT and NPS scores.
Other specialized metrics like revenue generated by customer support and certain stock and inventory metrics may also require third-party tools to measure and track.
Other top tools to measure ecommerce metrics
If you want to access all of the important metrics an online business needs to track, you may need to utilize a few third-party tools in addition to your ecommerce platform. This includes tools such as:
- Google Analytics: Google Analytics collects data from your website to provide a broad range of insights regarding the people who visit it, including key ecommerce metrics such as bounce rate, store sessions, and return visitors.
- Helpdesk: A high-quality helpdesk software such as Gorgias can provide detailed customer support analytics, including revenue generated by customer support. Helpdesk software can also collect customer feedback for NPS and CSAT scores.
- Inventory management software: Inventory management software (like Zoho) can help keep your inventory levels optimized and enables you to track a wide range of inventory and stock metrics.
- Email marketing software: Email marketing software (like MailChimp or Constant Contact) will provide metrics that enable you to track the performance of your email marketing campaigns, including your unsubscribe rate, your open rate, and your email click-through rate.
Ecommerce metrics FAQ
Why are ecommerce metrics important?
Tracking key ecommerce metrics provides businesses with numerous advantages, including:
- Monitoring the performance of their online store
- Using metrics to guide budgeting and prioritization
- Improving forecasting and predictive models
- Uncovering insights regarding ways to improve the customer experience and grow your store's total revenue
What's the most important ecommerce metric?
While every metric on our list is important in its own right, CLV/CAC ratio is perhaps the most important. If this ratio is less than one, your store is spending more per customer than it is gaining and isn't profitable. If it's greater than one, you're in the black and can focus on optimizing customer lifetime value even further.
What's the difference between ROI and conversion rate?
Return on investment (ROI) compares how much a marketing campaign (or anything else you invest in) earns versus how much it costs. If you spend $1,000 on an ad that generates $3,000 in profit, then your ROI for that ad is 3:1, or 300%.
Conversion rate, meanwhile, is the rate at which a marketing campaign, ecommerce website, or product page converts visitors into paying customers. For example, if your website gets 10,000 visitors and 500 of them purchase a product, then your site's conversion rate is 5%.
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Measure detailed customer service metrics with Gorgias
Along with providing all the tools and features you need to offer exceptional customer support, Gorgias' comprehensive support platform also makes it easy to evaluate customer service quality and track key customer service metrics:
- Revenue statistics to see how customer support impacts your store's bottom line
- Live statistics for monitoring support performance of live chat agents and other representatives in real-time
- Automated CSAT surveys for collecting customer feedback and tracking your CSAT score
...And a wide range of other metrics and insights that Gorgias places at your fingertips.
To get started utilizing the best customer support platform on the market today to measure, track, and improve the quality of your brand's customer service, sign up for Gorgias today!
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Chatbot vs. Live Chat Software: What's the Right Solution?
Imagine leaving your angriest customers to spar with an automated script in your website’s chat window. Now picture your support team reading “Where is my order?” for the hundredth time and glancing at the clock, only to find six hours left in the workday.
Who do you think is more frustrated?
Luckily, you won’t have to answer that, because these are completely avoidable problems. Once you learn the important distinctions between chatbot software and live chat software, you’ll understand how to use them both more effectively and lower blood pressures across the board.
Chatbots rely completely on automation and artificial intelligence (AI) while live chat software connects customers with human agents via a real-time chatbox. A third option, self-service chat, is an appealing alternative.
To determine which solution(s) is best for your business, let’s compare chatbots and live chat software and go through the top use cases for each.
What is live chat software?
Live chat support connects customers with human support agents who can answer their questions and assist them with any issues. When a customer opens the chat box on a live chat support solution, they are connected with a real person from the company's customer support department.
Support agents then use live chat messaging to address customer inquiries and walk customers through the solution to their problem.
Interested in getting live chat software? Check out one of these lists for tailored recommendations:
- Best live chat software for ecommerce
- Best live chat software for Shopify stores
- Best live chat software for general use
Pros and cons of live chat
Pros:
- Live agents have the knowledge base to answer complex queries and customer issues
- 73% of customers state that live chat is the most satisfactory form of customer communication with a company
- Enables multitasking for support agents so they can assist multiple customers at the same time
- The personalized touch of a real human can go a long way toward improving your customer satisfaction
- Support agents can find opportunities to convert visitors or turn support interactions into additional sales
Cons:
- Not available after-hours when your customer team is off the clock
- More expensive to employ agents to respond to chats
- Responses will be slowed down by high volume which impacts resolution times
- Much of your agents’ time will be spent answering the same simple questions over and over
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What is the difference between chatbots vs. live chat?
Unlike live chat software, chatbot software doesn’t connect customers with human agents. Instead, chatbot software connects customers with a chatbot that utilizes AI and machine learning to provide natural language answers to common questions.
Automation assists customers with less complex issues and provides quick answers. Chatbot technology enables companies to reduce their average response time, and frees up support agents to focus on more complex queries.
Pros and cons of chat bots
Pros:
- The ability to answer questions 24/7 without paying for agents to work around the clock. According to a survey by Drift, 64% of customers say that 24/7 service is the best feature of chatbots.
- Chatbots offer instant responses to common questions like pricing inquiries, improving customer experience with quick resolutions to common issues
- Chatbot solutions are a highly cost-effective option, as they allow companies to resolve more customer issues without having to hire new customer support reps
- By answering commonly asked questions and resolving simple issues, chatbot solutions can free up support agents to focus on more complex questions
Cons:
- Chatbots can’t handle complex inquiries requiring human intervention
- Automated responses are a colder, less human form of communication, which can impact customer satisfaction
- No opportunity for agents to elevate an inquiry into an exemplary customer experience, such as offering personalized live chat offers
- Customers will become frustrated if the chatbot can’t properly answer their questions or solve an issue
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Live chat vs. chatbots: Evaluating their strengths to help you choose the right one (or both)
When comparing chatbots with live chat solutions, it's important to recognize that each category offers its own unique advantages. Many companies choose to employ both live chat and chatbot apps on their ecommerce websites.
With that in mind, let's explore the strengths of each solution.
Response times and customer expectations
One of the biggest advantages of chatbot solutions is the fact that they allow for immediate responses to customer inquiries. Live chat solutions can also help companies reduce their wait times, though not to the same degree.
Chatbot advantage: Answers are immediate
According to data from HubSpot, 90% of customers rate an "immediate" response as important or very important when contacting customer service, with 60% of customers defining "immediate" as 10 minutes or less.
With a chatbot app, offering immediate response times to customer queries is a much more attainable goal. Best of all, these immediate response times are a 24/7 offering for customers, whereas live chat agents may not always be on the clock.
Live chat advantage: Solve complex issues
The problem with relying solely on chatbots to reduce customer wait times is the fact that even the best and most intelligent chatbots are often unable to resolve complex issues. Chatbots are excellent at pulling information from internal databases to answer common questions, such as providing the status of a customer's order or editing it.
But for uncommon questions or complex issues, a chatbot alone may not be sufficient. Because they can only handle one thing at a time, it can take forever before you get all of your questions resolved.
Solution: Use both chatbots and live chat
Many companies use chatbots alongside live chat support. This allows businesses to offer both immediate responses, as well as more in-depth support for complex issues.
For example, a customer may first be connected with a chatbot that provides instant responses to their query and assists with gathering initial information. If the chatbot determines the customer's question or issue is too complex to resolve, the customer is then connected to a support agent via live chat.
This combination is an ideal solution for many companies, allowing them to quickly resolve common issues without the need for a live chat agent. At the same time, customers have the option to speak with a real person in cases where assistance from a chatbot alone isn’t sufficient.
Human touch and personalization needs
While chatbot apps can help reduce customer service wait times and the number of customer service reps needed, many customers prefer speaking with a person.
Live chat advantage: The human touch
A CGS study found that 86% of customers would rather interact with a human agent than a chatbot. Further, 71% of customers say that they would be less likely to purchase from a brand that did not have real customer service representatives available.
Chatbot advantage: AI learning
Chatbots have come a long way toward replicating natural language and determining customer intent for better customer engagement. Today, the best chatbot applications can come quite close to sounding like actual human beings.
Chatbots leverage AI and machine learning to deliver personalized responses, as opposed to only “canned” responses, and can better serve your customers.
Solution: Use both chatbots and live chat
Even the most advanced chatbots still fall short of a live representative when it comes to delivering a personalized, human touch. They’re also lacking when it comes to handling more complex questions or customer issues.
Once again, a combination of automation and live chat support is typically the best approach.
Consistency and accuracy
Chatbots and live chat applications have unique advantages when it comes to delivering consistent and accurate responses to customer queries.
Chatbot advantage: Consistency
Chatbots are excellent at delivering consistent, on-brand messaging. They can be programmed to systematically follow templates or scripts to provide a consistent customer service experience.
When working with human customer support agents, this high degree of consistency can be a little more difficult to achieve.
Live chat advantage: Accuracy
While live chat support may not offer the same consistency as chatbots, human support agents do tend to be more accurate when determining the intent of the customer they are assisting.
For example, a simple spelling error can sometimes confuse chatbots, whereas a human customer support agent would be much more likely to look past the error and correctly figure out what the customer needs.
A human agent is also much more likely than a chatbot to accurately interpret questions that are worded strangely.
Solution: Use both chatbots and live chat
For companies that are choosing between chatbots and live chat support, it’s a question of whether they’d like to prioritize consistency or accuracy. This is yet another reason why a combination of chatbots and live chat support is often the best solution.
More chat features to provide self-service support without the bots
Many of the issues your website visitors have with bad chatbots involve their mimicry of support from real people. It’s easy to tell when you’re chatting with a robot, but it’s not always made clear to you by the chat widget.
But there’s a third chat option that you should consider in addition to live chat and chatbot software.
Self-service chat options make it clear to your customers that they are receiving automated help. By presenting menus instead of imitating a human conversation, self-service customer support empowers customers to find the answers they need on their own.
It’s a win-win, because the customers get the answers they need in real time, at any hour. And your team can focus on support tickets that are more important to the business.
Here are a few ways self-service chat options can work.
Self-service order management
Up to 30% of incoming customer service tickets are shipping status requests. With self-service order management in the chat widget, customers are empowered to make these queries on their own — providing fast answers and reducing your support tickets.
These automated options are easy to add with Gorgias. This self-service adds buttons to the chat widget to automatically:
- Track an order
- Return an order
- Cancel an order
Quick service with chat automation provides quick, responsive customer service, which means better customer experience and a positive impact on revenue.
Barcelona-based shoe brand ALOHAS added self-service order management flows with Gorgias after experiencing a high chat volume. This allowed customers to find information on their own without a human needing to respond.
Here’s how a “track order” request looks in action:
Quick answer flows
When using a chat widget, you’ll notice the same questions come up again and again. You can satisfy those FAQs by adding quick answer flows into the chat widget.
These automations can be set up in the widget for questions like:
- What is your shipping policy?
- Are there any discounts available?
- Do you have any new products?
- What materials do you use?
These automations can be customized for whatever FAQs are most relevant to your ecommerce store.
Here’s how it looks, for example, when an ALOHAS customer wants to find out more about the brand’s shipping policy.
Luxury jewelry brand Jaxxon has used these self-service quick responses with great success. The customer service team found themselves overwhelmed with customer questions and unable to respond as quickly as desired.
Jaxxon upgraded their live chat widget with Gorgias Automate with Quick Responses for customers. The result, combined with using Gorgias’ helpdesk, reduced live chat volume by 17% and lifted the on-site conversion rate by 6%.
Autoresponders
Even when a customer chooses to type out a question, automation can be used to provide quick, customized service through the chat widget.
Gorgias can detect questions that come in through chat and provide automatic answers using Rules and Macros.
Here’s how the flow works:
- Intact detection scans the incoming message.
- Rules is triggered when a relevant message is found (such as some asking about where their order us) is responds to the customer.
- Macros is where you create the templated response sent to the customer. The Macro can be set up to pull in a customer’s unique information like order number, their name, and their tracking code.
The best part is this can not only be used for chat, but for responses to tickets coming in through other communication channels like email, social media, and SMS.
Keep customer service running 24/7
With Gorgias, you can make sure your chat widget isn’t missing a single ticket, even if your customer support team is offline.
First, you can set up your business hours to correspond with when you have live chat available. This will show up on your site’s chat widget by either showing the current status as online or offline.
From there, you can create automated responses for whether you’re offline or online. During business hours, this message can tell customers you’ve received their request and give a time by which they can expect a response.
After business hours, the responder can tell customers that although you’re offline, they can expect a response during the next day’s business hours via email.
You can also use a contact form which turns a chat into an emailed ticket. This is great to use after-hours and to make sure chat requests don’t get lost overnight.
Combine automation and human interaction for the strongest customer experience
The use of automation within customer service is multifaceted. As we discussed earlier, a human touch is critical for many customers, and speaking with an automated chatbot can be a turn-off. However, automation certainly has its place in the customer service process.
On the customer’s side, starting with self-service chat helps them receive quicker customer support at scale — a more satisfying experience. On your team’s side, automation allows for sorting, segmenting, and prioritizing tickets.
When self-service chat can’t solve an issue, someone from your support team can easily step into the conversation. You can use Macros — scripts that automatically bring in the customer’s information — to scale the human touch on your support team.
So in reality, it’s not automation vs human support. These are two complementary tools that work better together. And the result is a stronger and faster customer experience for your website visitors, which can increase your conversion rate by as much as 12%.
Still not convinced? In 2021, brands using the Gorgias chat widget generated an average of $38,702 from conversations involving chat. We have a whole post on live chat statistics that can help illustrate the impact our chat widget can have on your business.
Gorgias brings intuitive live chat to your ecommerce business, alongside your other channels
If you’re an ecommerce business looking for an all-in-one customer support solution that includes live chat support and AI-powered chatbots, Gorgias is your one-stop shop.
Our algorithms are trained on hundreds of millions of ecommerce tickets, so you can be sure your customers are getting the right responses every time.
Plus, you can manage both live chat and chatbot conversations in the same dashboard that you use for all your other channels, including phone, email and major social media platforms. Bring in chat from other channels, including Facebook Messenger. We’ll even be supporting Whatsapp in early 2023.
Our customer support platform is available for Magento, Shopify, and BigCommerce users.
Read more about our chat offerings by clicking here.
Customer Service Messaging: Tips and Templates for SMS + Conversational Channels
Customer service messaging (also known as conversational customer service) is a powerful way to elevate the customer experience and delight customers beyond their expectations. For customers, texting with a support agent feels much more convenient and casual than slower channels like email. And, SMS is a much better channel for “on-the-go” communication, since most people always have their mobile phones and can usually reply to text messages quickly.
That’s why customer service messaging is one of many recent customer service trends shaking up how ecommerce and D2C businesses offer support.
In this guide, we’ll discuss how your business can implement or improve this type of customer support and other conversational channels in your customer service strategy.
Let’s get started with why it’s important for businesses to offer SMS customer service.
What is SMS customer service?
SMS customer service is when support teams resolve customer questions and issues via text message.
Why SMS text messaging improves the customer service experience
Customers love these one-to-one messaging channels for customer service because they’re so quick and convenient. When implemented well, conversational messaging allows customers to reach your CS team and get answers quickly — within 42 seconds, most of the time. Especially considering that 42% of customers prefer communicating with customer service on messaging apps over any other channel, introducing a conversational channel may do wonders for your brand’s customer satisfaction.
Your customer support team can also use these channels to proactively reach out to customers with important updates and timely discounts.
SMS customer service is especially attractive to your customers because they don’t have to stay glued to your website or check a social media app for new DMs. They can get answers to their questions on a device they already check 96 times per day. Let’s take a closer look at SMS, a channel that’s quickly gaining ground as a standard support option.
10 tips to successfully incorporate messaging into your customer service strategy
Adding each messaging channel at one time might overwhelm your customer support team. Likewise, a new channel may have low adoption if you don’t announce it to your customers. As you begin offering messaging experiences as a part of your customer care portfolio, use our top 10 techniques to maximize the effectiveness of your workflows on those channels.
1) Funnel all interactions to SMS or messaging channels and then move to email or phone if needed
For issues with easy solutions, there’s no reason for customers to engage with email or phone. Emails are slow and clunky and phone calls can lead to customer frustrations, especially if your wait times are excessive. Texts are far faster than either option and can provide simple, accurate information that leads to speedier solutions — and happier customers.
For that reason, we recommend setting up your contact page and information so that text and other live channels are your first line of communication — well, after self-service support. You can always move to email or phone if the customer requests it or if the problem you’re trying to solve is better suited to one of those channels.
Tip: Speed is an important factor in all customer service interactions, but it’s critical when sending any sort of instant message. First response time (FRT) is a key customer service metric you can measure with Gorgias through the analytics dashboard. Make sure to track the speed of your responses when you start your support messaging program.
2) Consistently let your customers know that you’re available on quick messaging channels
To inform your customers they can now text your brand, we recommend adding “Text us,” plus your phone number, in some or all of these places:
- The footer of your website
- The “Contact Us” page of your website
- Your Gorgias Help Center
- Transactional emails (order confirmation, return initiated, etc.)
- The signature of your support agents
You can put your messaging app information in the same spots, and make sure to say you accept support requests via DM in your social media bios so customers know they can shoot you a message.
Tip: Because conversational customer service usually takes place on a user’s phone, you need to keep responses short and friendly. The long, detailed macros and templates you might use for emails won’t work when communicating through short messages — depending on your platform and your customer’s phone, long messages might not send or might get broken into multiple text messages. Plus, depending on your brand’s tone of voice, conversational channels are a great place to use emojis, images, and GIFs to make the conversation even more friendly and casual.
3) Use autoresponders for a lightning-fast first response
Start every messaging interaction with an autoresponder. This tactic lets your customer know that you received their request, and it gives your human agents a small buffer of time to finish up their current encounter before starting the new one. You can also include a link to your help center in case they want to look for their answer on their own.
You can use this tactic whether you’re incorporating chatbots for basic query automation, or using your customer service agents for all customer interactions.
See page XX for an example of an autoresponder Rule for messaging.
4) Create a system to categorize and segment priority tickets
Some customer support tickets should take higher priority than others. A customer that’s reporting a fraudulent purchase with their debit card needs a quicker response than someone who’s asking if there are any discounts they can use.
You can start by prioritizing:
- Tickets that have been open the longest. These are the customers who may be growing impatient, or even angry enough not to shop or work with your business again. This can be set up with a View of tickets that have been open for more than X minutes, where X is an amount of time corresponding to your service-level agreement (SLA).
- Tickets from VIPs and loyal customers. You can tag these customers and make a View based on that tag to surface their questions and concerns.
- Tickets that fall into certain intents, like “order/damaged,” which Gorgias auto-assigns through our proprietary algorithms. You can auto-assign these tickets with a “priority” tag using a simple automation Rule and set up a View that has all open priority tickets.
You can even set up dual priority queues for all priority-tagged tickets: One for priority tickets that are about to go past the first response time in your SLA and another for all other priority tickets. Then prioritize the former, followed by the latter, followed by other tickets, to keep your first response time and resolution time down while giving attention to important tickets.
Beyond prioritizing tickets, it’s also helpful to categorize them if they share similarities. Grouping similar tickets together boosts efficiency. For example, your team can come up with one main solution (create a new discount code because the previous one is buggy) and easily resolve the entire group of tickets in a single pass.
5) Use Macro templates to respond faster to repetitive requests…
If you are responding to customer service messages on a platform like Gorgias that supports Macro templates, you need to take advantage of this time-saving feature. But you can’t just take your existing email templates and drop them into these conversations.
You need to create a specific set of Macros for messaging purposes, using the principles we mentioned earlier: short, friendly, personalized, etc. That means you need to use variables like [Customer first name] or [Last order number] to personalize messages. If you set up your Macros strategically for DM and SMS messaging, many can be reused for live chat, as well.
To prioritize building Macros that will have the highest impact, create Macro templates to respond to the most common questions that have come through your helpdesk. You can also ask your team which responses they end up writing out the most and add those templates too.
Once you create and launch these Macros, you can automatically add Tags to Macros for reporting to see which Macros are being used the most. This will help you understand where you have gaps (or unhelpful Macros) and can make tweaks to improve your agent workflow and customer experience.
6) …Or deflect those repetitive requests altogether with automation Rules
If your customer service platform supports automation, as Gorgias does through our Automation Add-on, you can deflect up to a third of repetitive, tedious tickets instantly, with no human interaction. Much of this automation can be applied to customer service messaging, as well.
When we mention automated answers, some support professionals say something like, “We don’t want to send low-quality automated responses to our customers.” We completely agree: For many tickets, automation doesn’t provide the best customer experience.
However, as you know, most tickets your support team receives are repetitive and low-impact, like questions about order status (WISMO) or your refund policy. We recommend setting up automatic responses for these tickets, so customers get instant answers and agents have more time to respond to tickets that actually need a human touch.
Look through your reporting dashboards to see the tickets that are taking up the most time on your support team, and prioritize those requests for automation with Rules, where appropriate.
7) Go beyond text-only interactions with multimedia messaging
WhatsApp Business, Facebook Messenger, and SMS support images, and luckily so does Gorgias. This is a more engaging way to interact with customers, and it also allows you to exchange relevant images like broken parts, malfunctioning equipment, and screenshots for more helpful instructions.
If you want to go this route, maintain a catalog of fun, topical images that your support team can use in their customer conversations, and give them the freedom to collect their own images to insert. It’s a great way to make your support feel more personal and human, but use common sense: Frustrated customers don’t want to receive a picture or meme, they want their problem solved as quickly as possible.
8) Provide proactive support at scale on platforms that allow it
SMS and other personalized one-to-one support channels can get a little complicated because not everyone wants to interact on the same messaging application. True SMS support goes out over cellular networks and lands in users’ actual text messages, the same way messages from their friends and family do.
But you may need to be ready to handle other support channels that use similar short, text-based communication. These include Facebook Messenger, WhatsApp, and your website’s web chat. Certain channels may be a better fit for your unique customer base — for example, Instagram attracts a younger audience than Facebook Messenger, and WhatsApp is more common outside the US. Likewise, you may have other specialized messaging channels or messaging platforms that you need to support.
As a rule of thumb, you need to be where most of your customers are, which varies across businesses and industries. But to reach the desired level of customer engagement, most businesses need to be reachable via most, if not all, the major applications and support channels.
That’s where a unified customer service platform can be really useful. By keeping all of your customer conversations in one feed, you can handle more channels more strategically, through triage and routing to dedicated agents for specific tasks. For example, you could have one agent who just handles messaging and route all messages to that person for a quicker response.
On platforms like WhatsApp Business, you don’t have to wait around to hear from customers. This allows for a wide range of strategic and proactive support interactions.
For example, you can send out text blasts:
- When you have an issue affecting all customers (i.e. website downtime) to let them know what’s going on (and avoid getting excessive tickets about the issue)
- When you have new product launches or add-ons, driving revenue and customer education
- When you have relevant announcements for customers: limit these to news that actually affects customers (i.e. shutting down your community or a time-sensitive sale), not company news (i.e. your latest fundraising)
A proactive approach builds trust with your audience — they will see you going above and beyond with these efforts, and know that you’ll be upfront with potential issues.
9) Integrate your SMS support with your marketing efforts
SMS marketing is a useful tool for your ecommerce store, but it becomes even more powerful when you integrate your SMS marketing tool into Gorgias. Send out SMS blasts and have support agents on hand to handle any questions you get in response, to help nudge those customers closer to a sale.
With certain integrations — Klaviyo, for example — you can even use Gorgias attributes to segment and build campaigns. Use this function for win-back campaigns, or to send a special offer to customers who posted low CSAT scores.
10) Conduct surveys using text messages to collect feedback from customers
Text messages are an effective method for collecting feedback from existing customers, too. Once customers opt in to SMS communication, you can use this point of contact to launch quick surveys that provide valuable feedback.
Response rate is always an issue with email surveys, and other channels see higher response rates. Using a multichannel approach will supply you with more responses and help you make more data-driven decisions with the results.
Note: In a customer service tool like Gorgias, you would use one of our integrations with Klaviyo or Attentive to send the survey to entire segmented lists of customers or prospects, all at once.
SMS customer service templates for common response types
Ready to start implementing an SMS customer service strategy but not sure what to say? We get it: Staying concise yet friendly is tough, and so is conveying all the needed information in such a short space.
We’ve put together a collection of proven templates you can start using today. Adapt as many of these as you need to fit the contours of your business, and bring them into your customer service platform of choice. In Gorgias, you could auto-populate these responses through our Macros.
Note: We’re sharing these templates as text messages, but they can easily be adapted to other conversational channels like social media DMs and live chat.
Ticket received template
As we mentioned earlier, it’s a good idea to set up an autoresponder. This tactic can buy your team time to finish up a previous interaction or send an email, yet it shows you’re on top of the interaction and will be back soon.
Here’s our template for a ticket received autoresponder:
Thanks for texting {Brand Name}. An agent is reviewing your question now. We’ll get back to you shortly :)
Introduction message template
The introduction message is the point where your autoresponder or chatbot passes off the reins to a human agent. It’s the first point of personalization, and you want to make a solid impression. Still, your agents don’t need to be typing these out every single time. Use a template like this one to break the ice (just with a little less repetitive stress injury):
Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Thanks for messaging us. What can I help you with today?
Hours of operation template
There are two frequent scenarios where an hours-of-operations text makes sense. One is as an answer for when customers message you on social media or elsewhere just to ask when you’re open. In those cases, use this template:
Hello, {Customer First Name}! I’m {Your Name} from {Brand Name}. Our hours of operation are Monday through Friday, 9 a.m. to 8 p.m. Best, {Your Name}
The other scenario is when a customer reaches out via a messaging channel and there’s no one on the other end. If your helpdesk isn’t open 24 hours a day, use a template like this when the team isn’t live:
Hello, {Customer First Name}! Our live chat helpdesk is open {list hours}. You’ve reached us outside those hours. Leave a short message here and we’ll get back to you tomorrow.
By the way, if around-the-clock coverage is a goal of yours, you might be interested in introducing contact forms into your live chat widget. These forms let you keep your live chat on 24/7 and, when nobody’s available to answer, they ask customers for contact information so you can be sure to follow up. Learn more about Gorgias’ automation add-on and contact forms.
Order status template
This one’s pretty obvious: You want to let the customer know the status of an order, and there’s no reason to manually type a whole message to do it.
Use this template when a customer asks for their order status. You can create variations of this one for delays or other order status updates, and even customize it further to include tracking information.
Hey {Customer First Name}, great news: Your order has shipped! It will arrive on {delivery date}. Let me know if I can help you with anything else!
Payment reminder template
Customers with recurring subscriptions sometimes forget the frequency they sign up for or when their next payment will be. Use this template if customers frequently ask your brand when their next payment is:
Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your next payment of {amount} is coming up. Your card on file will be charged {due date}. Questions? Reply here or call {phone number}.
Pro tip: While there’s nothing inherently wrong with soliciting payment via SMS, many consumers will view this with suspicion. Text channels may not be the best avenue for inviting bill payments or collecting credit card information. It could also lead to more cancellations, which makes it a balancing act, though customer clarity is important to have. Always track the impact of changes to your process and be mindful of how new touchpoints could affect it.
Deals or rewards template
If you’re trying to build brand loyalty or win back an upset customer, sometimes a simple discount code can go a long way. At the end of an SMS conversation, there may be times when you can surprise and delight customers by sending over an exclusive deal. Here’s a template (though you’ll certainly need to customize this one further to fit the details of your offer):
{Customer First Name}, thanks for being such a loyal customer. We’d like to give you {details of the offer}! Click to redeem: {short URL}
Refund issued template
Refunds happen, and they don’t always require a massively complicated interaction with your contact center. If you’re able to resolve a ticket and issue a refund with a simpler interaction, this template can finish the one-to-one portion of the encounter.
Notice the template specifies that the interaction will finish up asynchronously (via email). It’s a great way to tie off the synchronous, real-time interaction and lead the customer right to the next step (check your email.)
Here’s the template:
Hey {Customer First Name}! We’ve issued a refund for your last order. We’ll send all the details to your email, but feel free to let me know here if you need anything else.
Pro tip: You can tie discounts and future order credits into this template, but make sure your entire team is aligned on your official policy as you update the Macros to match it. You may also want to have different tiers of intervention (and offerings) depending on the severity of the issue.
Customer check-in template
The customer check-in is another asynchronous message that occurs outside of an active conversation. Perhaps the customer walked away from a previous encounter or seems to be stuck on the customer journey based on other CRM data.
Whatever the reason, a gentle, well-timed message can sometimes get the customer back on track.
Here’s a model:
Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Just checking in to make sure everything is working well for you. If you have any issues with our {products/service} or need anything else, let me know!
Templates for SMS marketing and relevant integrations
Though a customer service platform can handle the above templates, you’ll likely want to expand even further through additional integrations with the platform. If you take that approach, here are some opportunities that open up:
Discount template
If you’re running a sale or trying to drive traffic to your site, a great way to do so is by texting a discount code to customers on your SMS list. Because their phone is probably close by, it’s great way to promote your sale and make sure it gets noticed. Here’s a template you can use (but remember to update with your own promotion!):
Flash sale, this weekend only! Up to 40% off, including our latest collection. Shop now: {insert URL}
Appointment reminder template
Medical offices and other organizations that schedule appointments or meetings can bolster attendance and reduce no-shows by providing yet another reminder — one that reaches patients and customers directly via phone.
If your SMS system supports it, you can invite an auto-reply to confirm or cancel an appointment, too. Use this template:
Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your appointment is scheduled for tomorrow at {appointment time}. See you then! Reply Y to confirm, N to cancel.
Order confirmation template
Order confirmation messages simply confirm that your business has received and is processing a customer order. These don’t typically take place during an active one-to-one customer service interaction. Instead, they’re sent automatically and asynchronously, whenever the order confirms.
Still, you can set them up as personalized messages and enable replying so that, if something happens to be wrong, the customer knows how to reach out.
Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your order #{order number} has been received, and we’re working on it now! We’ll message you again when it ships. Questions? Reply here.
Pickup notification template
If you’re in an industry that offers pickup services (whether curbside pickup, custom goods like eyeglasses, or anything else), a text message is a great way to let someone know their order is ready for pickup. SMS reaches customers when they’re on the go in a way that email frequently doesn’t.
Here’s an example:
Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your recent order #{order number} is now available for pickup at {location}. Stop by to grab it anytime today before {closing time}!
Survey or poll template
This message asks your customers to respond to a survey or poll. It’s a data-gathering tool that can pull in responses from people who ignore your emails or the messages at the bottom of store receipts. Try a script like this:
Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. We value your opinion as a customer and we’d love specific feedback on {topic}. Here’s a 5-minute survey: {short URL}
Membership renewals template
Membership renewals, like payments, ought to be set up as automatic occurrences. Still, it’s helpful to remind a customer that a charge will hit their bank account soon — you don’t want to track down non-payments, and you don’t want angry customers who weren’t prepared for a bill.
Here’s an example:
Hi, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your annual membership renewal is coming up on {date}. Your card on file will be charged on that day.
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Is conversational and SMS customer service right for your business?
At Gorgias, we believe any industry can find value in conversational support, though some industries and brands will get more bang for their buck with these channels.
For ecommerce brands that deliver physical products, conversational support is a no-brainer. Imagine your customers get shipping updates via SMS and can just respond to the message if the package isn’t delivered correctly to get immediate help. No need to open up a laptop and log into a support portal or compose an email.
If you’re on the fence about offering conversational customer support, consider whether any of these points are relevant for your business:
First, consider your primary audience. If you sell to millennials and Gen Z, conversational customer service deserves serious consideration. These groups value speed and convenience more than anything: Millennials prefer live chat over every other channel, and 71% of people between 16 and 24 agree that faster customer service would drastically improve the shopping experience.
These two generations grew up texting. It’s a very natural communication style for them, so they’ll feel right at home texting and DMing your brand. They’re also absolutely massive groups — combined, they make up a staggering 42.3% of the U.S. population.
If you’re targeting an older generation, texting may not feel as natural. They have a higher tendency to prefer email or phone, although that’s changing by the day.
Is your marketing team already sending SMS campaigns?
One of the biggest hurdles to implementing conversational support is getting the systems, hardware, and staff in place to respond to SMS texts and messaging app requests at scale. If you’re already sending SMS marketing campaigns, then you already have some of that infrastructure in place.
So, if you’ve already made the investment in SMS for marketing purposes, then integrating messaging with your customer service platform and team requires minimal additional investment.
Fortunately, your helpdesk and SMS marketing software may integrate to give you a centralized way to spark conversations if customers reach out via text or respond to SMS campaigns. With Gorgias and Klaviyo, for example, customer responses to SMS marketing campaigns get assigned directly to an agent for fast response times.
Are customers abandoning conversations on other channels?
One of the benefits of messaging is that customers don’t have to stay on the phone or by their computer — they can easily continue talking even if they have to take the dog out, go to work, or even fall asleep and respond in the morning. Plus, while email conversations often span multiple days which is frustrating for customers with simple requests, requests on messaging channels usually get resolved before customers lose interest or patience.
If you notice that your brand currently sees lots of unresolved email threads or phone calls, you might need to offer customers a more convenient and flexible channel to talk to your team. This is a perfect use case for SMS and other messaging channels.
Are you already active on related channels?
It’s important to show up where your customers are. That’s why most brands post and engage with customers on social media pages. But if you’re posting on social media and not providing support to customers who reach out via DM, you’re missing a big opportunity.
By adding conversational support via Facebook Messenger and Instagram and Twitter DMs, you can maximize your presence on those platforms and provide an omnichannel customer experience for both existing and prospective customers.
Are you struggling to gather customer feedback?
We often discuss the importance of customer feedback to monitor brand perception and constantly improve the product and customer experience. But as most brands know, getting feedback via email can be a challenge because of low survey open rates and lack of follow-up from customers.
Business texting lets you ask your customer base for feedback on a channel they are less likely to ignore. Text messages have a whopping 98% open rate. Consider sending CSAT, NPS surveys, and other requests for customer feedback on this channel to raise your response rate for more accurate customer support metrics. Of course, with great power comes great responsibility: Spamming customers will quickly damage customer relationships, so don’t send too many messages to their personal devices.
What to look for in text messaging tools
SMS customer service is an avenue that customers are growing to expect. But managing yet another communication channel — much less one that demands real-time responses — takes careful planning.
Implementing a messaging strategy requires using tools built for that purpose. Some customer service messaging platforms offer SMS support natively, while others integrate a third-party SMS integration tool to add this functionality.
As you consider the available options, make sure the one you choose offers the features you need. Some tools are full-fledged SMS marketing solutions. Others focus specifically on SMS as a support channel.
It’s easier for most businesses to use an all-in-one customer service platform like Gorgias to support an omnichannel approach. With this kind of helpdesk platform, SMS tickets can be handled in the same feed as your other tickets and benefit from the same workflows and automation.
Here are some other features your customer service tool needs to have to handle SMS ticket effectively:
- Conversation history (for SMS and other text-based channels like Facebook Messenger or webchat) so your agents know what this client has asked about or needed support for in the past
- Ability to create and customize macros as replies to SMS questions
- Ability to send and receive images or videos (this is great if your support teams need to see the damaged item to issue a refund, for example)
- Routing or triaging capabilities to make sure SMS conversations don’t get lost in a queue of tickets
- Integration with other ecommerce tools so your agents have all the context they need to reply in a single space (e.g., surfacing Shopify customer data or CRM data during a support interaction)
Ecommerce SMS marketing tools to complement your customer experience
As we mentioned earlier, SMS marketing lets brands connect with consumers in a personalized and measurable way, just like with customer service. According to Attentive, average read rates of 97% within 15 minutes make SMS a prime channel for connecting with prospects and customers.
If you’re looking for the right SMS marketing tool to work in tandem with your new SMS customer service channel, consider these four leading tools. Each one integrates with Gorgias, along with most of the rest of your tech stack.
Each tool offers a slightly different feature set. Revisit the list of features we compiled earlier in this article to help determine which are the most important to you, then vet these four tools against your customized list.
- Klaviyo, a Gorgias preferred partner, is a leading customer data and marketing automation platform that leans heavily on SMS communications. Automatically create tickets in Gorgias if customers reply to Klaviyo SMS messages, and send Gorgias events into Klaviyo to create targeted audience lists based on support experiences.
- Attentive, also a Gorgias preferred partner, sends automatic text messages to your subscribers at each step of the customer lifecycle. It collects real-time behavioral data on customers as well, and the Gorgias integration allows you to see that customer data within the Gorgias sidebar. If a customer replies to an Attentive SMS, it’ll automatically create a ticket in Gorgias for agents to reply to.
- Postscript is an SMS messaging tool that drives revenue growth and improves the customer experience over SMS. If a customer replies to a Postscript SMS, it’ll automatically create a ticket in Gorgias for agents to reply to.
- SMSBump is a D2C focused SMS customer journey automation tool by Yotpo that boasts powerful results: 45% conversion rate and 25x ROI for D2C brands. By connecting SMSBump with Gorgias, tickets will automatically be created if customers reply to SMSBump campaigns.
Integrate your SMS tool with your helpdesk for a seamless customer experience
Integrating any of these SMS marketing tools with Gorgias is a great way to unify your marketing and support efforts to improve the overall customer experience.
For example, if customers respond to an SMS marketing blast from a tool integrated with Gorgias, the response gets brought into the helpdesk. The agent can see the initial marketing message and the customers response, so they can answer any follow-up questions. It's like an alley-oop from your marketing to your support team.
Also, these integrations help your marketing team be more aware of active support conversations to avoid tone deaf marketing. For example, by integrating Gorgias and your SMS marketing tool, you can pause marketing campaigns on customers awaiting a response from support. (Nobody wants to get marketing messages if they're waiting on a delayed order, or troubleshooting their last purchase).
Message your customers in real time with Gorgias
Customer service messaging across a wide range of message-based platforms can be a powerful addition to your customer service channels. Of these, the SMS channel is one of the most powerful options for businesses that want to reach customers directly where they are.
The scripts and tools provided in this guide should put you well on your way toward a successful SMS support rollout. But make sure that at the core of your customer service operation, you have a platform robust enough to handle everything you need to do — and whatever functionality you might add in the future. For more examples and tactics to launch a successful rollout of SMS support, check out our playbook of Berkey Filters, an online store that released SMS support to great adoption.
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Gorgias is the customer support and helpdesk platform built for ecommerce businesses like yours. Our live chat tools and 150+ integrations equip you to reach your customers — whenever and however you choose.
See how Gorgias supercharges customer support and helpdesk via SMS. Alternatively, check out more information about our integrations with:
How To Provide Order Tracking for Your Ecommerce Customers
The competition to provide customer satisfaction in ecommerce today is fierce. Now, shoppers demand free shipping on every order and expect lightning-fast order processing and fulfillment. What once were “nice to have” differentiators for small businesses have become necessary for growth and success.
Similar to getting orders quickly and with no shipping fees, customers expect a tracking number to see an order’s status and its location at any given time. Even better are real-time alerts and SMS or email notifications at each point in an order’s journey from purchase to doorstep.
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Below, explore the benefits of tracking customer orders and why you should consider implementing an order tracking tool for your business.
Why your online store should track customer order status
Customers have been trained by huge ecommerce vendors like Amazon and tracking to track their online orders from the order processing stage to the moment a delivery person from FedEx, UPS, or USPS drops it at their doorstep — with photo evidence. This has set high expectations.
Offering real-time tracking data for purchases benefits both your customer and your business in four distinct ways.
Gives shoppers and business owners a sense of security
Once customers place an online order, waiting for it to arrive can be both exciting and stressful. Questions like, “Will it get here on time?” or “Is it ever coming?” are heightened if customers can’t check the delivery status in real time themselves. Plus, as a business, you can follow along to ensure that orders are getting where they need to go.
A 2021 survey by OptimoRoute found that 24.6% of online shoppers said they were extremely likely to return for additional shopping if a brand provides real-time order tracking.
Allows customers to plan ahead
There are reasons beyond “I'm just curious” that consumers need to know an order is on its way and when it will arrive. For example, if a product is expensive, customers won’t want it to sit on their front porch all day. If a signature is required, they might have to work from home to accept the package. In these instances, status updates are crucial.
According to ProShip, "80% of customers want to track their order status not only online, but also on their mobile devices. And of that 80%, 76% of them want SMS communication throughout the entire shipping process."
Keeping in constant contact with their order at home and on the go via a mobile device gives customers the transparency they need to plan ahead for a fun unboxing or essential item they can’t live without.
Builds customer loyalty
The customer experience you provide on your ecommerce platform is essential to business growth. Providing shoppers with tracking information, email notifications, and delivery dates can create a positive association with your brand, build a better customer experience, and drive loyalty and retention.
The Effortless Experience found that 96% of customers who have high-effort experiences feel disloyal to those companies afterward. And forcing customers to dig or compose an email just to know the status of their order is a high-effort experience.
New customers appreciate seamless experiences and are more likely to make repeat purchases from businesses that offer them. Creating a cycle of repeat business will help your business grow, so encouraging loyalty through an easy-to-use order tracking tool is a big advantage.
📚Recommended reading: Our guide to offering free shipping and boosting customer loyalty at an affordable price.
Frees up your customer service team (by deflecting WISMO tickets with automation)
Many ecommerce companies are looking for ways to alleviate customer service workloads and reduce time spent handling simple requests. Providing real-time order tracking is one of those ways since customers no longer need to ask, “Where is my order (WISMO)?”
Instead of calling and emailing to check their order status — one of the most common questions customers ask any ecommerce business — tracking systems proactively send email notifications or provide access to a portal where customers can take a look at progress in real-time. This solution streamlines the process and cuts down on call volumes. This increases productivity for you or your customer service team because they’ll be freed up to address more complex issues.
Typically, you can automate customer order tracking notifications via SMS, app notifications, or email — we’ll cover this in more detail below. Or, create a self-service portal where customers can use their purchase order number to access order status — we’ll cover this more in a later section.
📚Recommended reading: Our guide to customer service automation for faster, friendlier service.
Lowers the number of returns you can expect
People often return items because they arrive late and the customer no longer wants or needs them. With detailed and up-to-date order tracking (as well as a clear returns policy), customers can better anticipate the arrival date of the product, making it less likely they’ll just ship the package back to you when it finally arrives. And, as you might expect, reducing returns has a great positive impact on your business’s revenue.
📚Recommended reading: Our list of best practices for reducing returns in ecommerce and our list of the best returns management software.
Why ecommerce businesses should think twice before building a custom order tracking system
There are numerous advantages to using a customer order tracking system. We recommend using a pre-built solution — and put our recommendations below — because maintaining a manual tracking system is time-consuming.
A custom-built tracking page may require more data entry than necessary with other solutions. Not only do manual processes open your system up to human error, but they also eat up productivity.
Manual systems require extensive set-up
If you try to provide order tracking yourself, you’ll save in the short term but end up spending plenty of time building and maintaining a system to send tracking information.
For example, once you sync your tracking components up successfully, you'll need to create different templates that collect or communicate information to your customers. For example, you might build an order form that collects order information like a customer’s name, address, phone number, and credit card information. Or, write a pre-written email that you can use to send out shipment notifications for each step of the order process.
You might also create templated responses that answer common questions like, “Where is my order?” or that provide tracking information or shipment and delivery updates.
You need seamless integrations to avoid tab-shuffling
For an order tracking system to work properly, your manufacturers, website, helpdesk, social media commerce, SMS, inventory management software, and shipping carriers’ information must all "talk to" each other. If they don't, information gets bottlenecked or not communicated at all. The result is that your customer isn't able to access their order status, which causes frustration and has them calling your customer support team.
How to set up order tracking: Let customers see the status of shipments in real time
If you’re manually recording and sending out order tracking information in an excel document, you’re likely feeling very frustrated right now.
One of the most common incoming questions teams get is Where is my order? (WISMO). And the best way to mitigate those messages is to implement an order tracking system that allows for self-service order tracking and automates shipping tracking notifications. Here's how to do it:
- Decide on an order tracking tool
- Integrate your order tracking tool with your ecommerce platform
- Configure your tracking app’s settings
- Let automation do its thing
- Integrate your order tracking software with your helpdesk
This creates an overall better customer experience by providing transparency and reducing stress or frustration — customers see exactly where their orders are at any point in time. You’ll also be available for customers when they’re most engaged.
Here’s how to implement one.
Decide on an order tracking tool
First, you’ll choose an order tracking tool like ShipBob, ShipStation, or AfterShip — we discuss each in more detail below. These tools take order information like tracking numbers and shipment status and automate their delivery to a customer. Many order tracking apps integrate with different ecommerce systems like Shopify, BigCommerce, Magento, 3DCart, or WooCommerce. So, you’ll need to make sure that the tool you choose integrates well with the ecommerce system you use.
As an example, we’ll walk through setting up order tracking with AfterShip on a Shopify store.
Integrate your order tracking tool with your ecommerce platform
This is usually quick and easy, depending on the tool. You can add AfterShip from your Shopify store by visiting the Shopify App store from the apps section on the sidebar of your store’s dashboard. Then, click “Customize your store” and search for the AfterShip app.
Or, you can sign up for an AfterShip account, visit the apps section, search for Shopify, and add it that way. Either way, visit the integrated app section on your Shopify/AfterShip account to make sure that the installation succeeded.
Configure your tracking app’s settings
Now, you’ll want to make sure your courier mapping, import settings, and tracking page settings are good to go. You can access these from your AfterShip account’s app page — here’s AfterShip’s help doc on to assist with setup.
- Courier mapping: Add all of the shipping couriers you use so that AfterShip’s automation can pick them up.
- Import settings: Choose your order fulfillment timeframe and select the timeframe you’d like AfterShip to pull orders from.
- Tracking page settings: Choose the tracking page you’d like to use (in the case you had created multiple in AfterShip).
Let automation do its thing
Now that you have AfterShip set up, it will sync every three hours and pull shipping information from any new orders via a shopping cart, CSV file, or marketplace. You can also opt for AfterShip to send out automatic notifications via email or SMS at each milestone in the shipping process.
Integrate your order tracking software with your helpdesk
Create a seamless experience for your customers and support team by integrating your order tracking tool with your helpdesk. By linking all shipping data and tracking information, you can get resolutions to customers faster and access all necessary information in one place.
Why is this helpful? Well, in case customers end up bypassing your self-service order tracking information and ask your support team about the status of their order. Without the integration, you’ll have to switch tabs and copy/paste order information like tracking number, shipping address, and estimated delivery date.
With an integration set up, that information automatically populates. Take a look at the image below. On the left is a Macro (or template) sent by a customer service agent, which contains variables that auomtatically pull tracking information from the integration. On the right is the personalized message the shopper receives.
Set up is as simple as creating a connection between the two platforms so that they can talk to each other. To get an idea of what this looks like, take a look at the step-by-step installation guide to setting up the integration between AfterShip and Gorgias.
Save time, provide order transparency, and create better customer experiences by linking Gorgias and AfterShip
“With all the Gorgias integrations, my team doesn't need to jump between tools. This has helped us dramatically improve customer satisfaction.”
— Amanda, Director of Operations at Darn Good Yarn
Make tracking information easily accessible
Once you have your automated order tracking system set up, you’re not quite off the hook yet. While many customers will opt in for email and SMS notifications, some may ignore those notifications, lose the tracking link, and still come to your website (or support inbox) looking for the status of their order.
That’s why we recommend putting an order tracking portal in (at least) the following three places:
Order confirmation emails
Whenever a customer places an order, they should get an order confirmation that includes a receipt and any additional information they could need between that moment and the arrival of their new item. This includes a prominent tracking number, and a link to the order tracking portal, whether that’s with a service like AfterShip or directly on your carrier’s website.
If your fulfillment process doesn’t let you send this information right away, consider adding an additional shipping confirmation email to your post-purchase experience flow.
If you don’t currently send order (or shipping) confirmation emails, take a look at this guide (for Shopify users) on setting one up.
Embedded in the chat widget
While the primary function of the chat widget is to connect with customer support agents in a conversational way, some live chat apps like Gorgias allow you to embed buttons shoppers can click to track their order. In Gorgias, this is called a self-service order management flow.
Self-service order tracking in chat is possible natively in Gorgias, no integration required.
Here’s how the flow works for customers:
Self-service order management is convenient for customers, and it also serves as a last layer of protection for your customer support inbox. Right when a customer opens the chat widget to send a question, they get the opportunity to see the status of their order, much faster than an agent could tell them.
Embedded in your knowledge base (or FAQ)
If you have an FAQ page or a larger knowledge base (which we call a Help Center), you can also embed order tracking here for customer accessibility.
Standalone self-service order tracking in the Help Center is possible natively in Gorgias, no integration required.
Much like order tracking built into the chat widget, this feature lets customers track their order with just a few clicks, right where they’d find other help content:
To direct customers here, you can include a link to your Help Center at the bottom of all your customer support and automated emails, in an email signature, for easy clicking.
The best customer order tracking app options for ecommerce stores
There are several great choices on the market for customer order tracking systems that are both scalable and flexible depending on your needs and the ecommerce platform that you use.
Start with customer support software that acts as your central hub
A powerful customer service team is the building block of a successful order management system. Helpdesks like Gorgias help centralize the communication of tracking requests via apps into one place. From there, customer service teams can respond/automate responses related to tracking and order statuses. These tools optimize the response time and increase the instances of a positive customer experience.
Gorgias integrates with a ton of popular ecommerce tools, making it a great single-view hub. A few of the most popular integrations are NetSuite, Reveal, Tolstoy, Magento, ChannelReply, and Shopify.
Apps that help automate customer order tracking for Shopify and BigCommerce
Choosing the best tools to automate your customer order tracking can be overwhelming. The good thing about having so many options is that you’ll end up with an order tracking system that works exactly the way you need it to. Here are some of the best order tracking providers that you can use to create a successful project management pipeline when it comes to tracking customer purchases.
ShipBob
ShipBob is a global logistics platform that provides online companies best-in-class order fulfillment, so customers receive fast and affordable shipping. With reliable fulfillment services and connected technology that powers their fulfillment network, they help improve transit times, shipping costs, and the delivery experience for your customers.
Check out this app in the Shopify App Store or the BigCommerce App Store. And if you use Gorgias, check out our integration with ShipBob.
AfterShip
With its seven notification triggers, easy-to-use email editor, and filter tracking tools, AfterShip helps your online business provide transparent communication to your customers. It also helps you keep an eye on delivery issues, so you can address them before they become problems that could end up damaging your customer experience.
Check out this app in the Shopify App Store and the BigCommerce App Store. And if you use Gorgias, check out our integration with AfterShip.
ShipStation
ShipStation helps you save time, money, and sell more. You can compare rates and delivery times for all your carriers in one place to get the fastest, most cost-effective shipping for your customers. The app automates almost every facet of your shipping process, and offers intuitive dashboards and seamless interfaces for an optimal workflow.
Review this app's full offerings in the Shopify App Store and the BigCommerce App Store.
Extensions that help automate customer order tracking info for Magento 2
Below, take a look at three recommended order tracking extensions that integrate with Magento 2.
ShipStation
ShipStation is highly scalable and provides everything you need for order management in one location. It integrates with Magento 2, as well as Shopify and BigCommerce.
See if ShipStation is right for your ecommerce business in the Magento Marketplace.
Easyship
Whether you're shipping 50 or 50,000 orders a month, Easyship can help you lower shipping costs and increase conversion rates. Use this extension to manage your post-purchase process the way it makes the most sense for your business.
Read more about Easyship in the Magento Marketplace.
📚 Recommended reading: Our list of best practices for ecommerce shipping and our list of the best shipping software for ecommerce.
Mageworx
The Mageworx Order Editor extension lets you edit errors customers have made with their street number, phone number, name, and other shipping and billing details that they accidentally get wrong during checkout. You can also add or remove products, change pricing, and add coupons after an order has been placed. This saves your customer support team from having to cancel the order and start it again from the beginning.
Learn more about Mageworx in the Magento Marketplace.
Centralize your order status tracking and customer support management with Gorgias
Employing automation to facilitate easy order tracking, status updates, and real-time delivery information for your customers is a smart move for your online business. By committing to an end-to-end order tracking system, you make it possible for your company to cut costs, increase productivity, and encourage customer retention.
Gorgias is a powerful and comprehensive ecommerce help desk solution that can help you deflect repetitive tickets so your team can spend more time on higher-value conversations.
Reach out today to learn how we integrate with your order status tracking system.
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