Manual QA is time-consuming and inconsistent. Reviewing conversations manually makes it difficult to ensure uniform quality across agents and touchpoints.
Automating QA saves time and improves accuracy. Automation ensures all tickets are reviewed with the same quality, freeing up agent time to create stronger customer connections.
QA helps teams continuously improve. It enables better agent training and brings forth actionable feedback to exceed customer expectations.
Implement QA one step at a time. Begin by setting KPIs, introducing small changes, and investing in automation tools to streamline and measure success effectively.
“A 5-point scale only tells you and your agents so much, and relying on consumers providing feedback further limits what you’re able to look at and learn from,” says Kayla Oberlin, Senior Manager of Customer Experience at amika.
Quality Assurance (QA) is becoming a more crucial component of a customer experience strategy, especially one that prioritizes customer happiness.
We’ll cover the importance of customer service QA, best practices, tools, and tips to implement QA effectively.
In the CX context, QA (Quality Assurance) refers to reviewing customer conversations to improve your support team’s performance and enhance customer satisfaction. QA ensures a consistent and satisfying customer journey across touchpoints, including your website, support channels, and social media.
Common QA pain points for CX teams
Aside from accuracy issues, a manual quality assurance process is:
Time-consuming: Manual conversation reviews are slow and labor-intensive.
Limited visibility: It’s difficult to get a clear, scalable view of team and AI performance.
Inconsistent: Maintaining uniform quality across customer service teams can be tough.
Resource allocation: Difficulty in ensuring the right skills, training, and resources are in place.
CSAT limitations: Negative scores often reflect policies, not agent performance.
The solution isn’t for CX teams to skip the QA process altogether but to automate it.
According to research from McKinsey, “A largely automated QA process could achieve more than 90 percent accuracy — compared to 70 to 80 percent accuracy through manual scoring — and savings of more than 50 percent in QA costs.”
With an automated QA process, brands can:
Save time: Automated quality checks help support agents to focus on the most critical tickets.
Ensure consistency: Both human agents and AI agents are evaluated with a unified, comprehensive QA score.
Boost performance: Agents receive targeted coaching to provide more consistent customer experiences.
Meet customer expectations: Customers benefit from higher-quality support with quicker resolutions and accurate responses.
Why QA is critical for customer experience
According to Statista, 94% of customers are more likely to purchase again after receiving top-notch support. Quality assurance ensures that every customer gets the same experience, and provides agents with the feedback to learn and stay on-brand with each resolution.
Addressing errors early is important, as even small mistakes can harm customer trust and create lasting negative impressions. QA tools can prevent mistakes because of better coaching and training. This can stop misinformation in its tracks –– and from escalating into bigger problems down the line.
Ensure consistency
QA makes sure that all customer touchpoints, like calls, emails, live chat, and even AI responses, are handled with the same level of care. This is especially helpful when training new team members, introducing new products or policies, or during high-traffic periods.
Build trust
Consistent and reliable experiences build customer trust and loyalty. If you were to reach out to a brand and have an amazing experience the first time but a bad experience the next, you’d probably question which experience was the norm.
Top-notch experiences that happen time and time again tell your customers that you’ll always be there to help. This can boost repeat sales and even referrals: According to Statista, 82% of customers recommend a brand after a great experience.
Personalize experiences
Aside from increasing happiness and making customers feel heard and appreciated, personalized support also affects your bottom line. Statista notes that 80% of businesses found that providing personalized customer experiences led to increased spending for consumers.
Aids in better coaching and training
With QA, teams are able to rate and review all tickets instead of spot-checking. This provides them with a:
Quicker turnaround on coaching opportunities
Wider volume of tickets they can review, learn from, and use for training
Better understanding of when a Macro or a process is leading to incomplete or unhelpful conversations
Bigger opportunity for constructive feedback and flow improvements that are based on real responses and not frustrations with brand policies
Continuously improve
Whether it’s lowering resolution times, introducing a knowledge base, or adding an AI agent to your team, making continuous improvements will help you stay ahead of the competition.
Implementing a QA program (especially if you can automate it) is one of those additions that provides you with the refinements you need on a resolution-to-resolution level.
As you set out to integrate a Quality Assurance process into your CX program, first establish benchmarks for various metrics and KPIs. These benchmarks help track and evaluate the performance of QA as you implement it.
💡Tip: If you use Gorgias, you’ll find your current support performance statistics in the Statistics menu. Make sure that you can see back at least six months. Then, compare an equal time frame for post-QA implementation.
Monitor and evaluate regularly
While it might sound a bit “meta” to monitor your quality assurance (which is already monitoring your support responses), it’s still worth noting.
Ensure that your QA process works smoothly, helps your metrics rather than hurts them, and provides actual helpful feedback to your agents.
Implement automation tools
The simplest way to maintain your support quality standards is to use an automated QA tool. Automating the QA process lets CX teams get deeper insights into agent strengths and areas for improvement, and captures deeper insights than a CSAT score could.
Collect customer feedback
Understanding how customers feel will allow you to fine-tune your processes and ensure you’re delivering a consistent and high-quality experience. Here are a few ways to collect feedback:
Surveys and reviews - Post-interaction surveys or direct reviews provide real-time feedback on what customers think of their experience.
Social listening and real-time feedback - Monitoring online reviews, social media mentions, and customer comments offers insight into how your customers are feeling that might not be captured through formal surveys.
Challenges of adding QA
Lack of resources, ineffective training, poor communication between team members, not having the right tools, and doing everything manually are some of the challenges you can encounter when adding a QA process.
Here are a couple of solutions we recommend:
Start with phased rollouts. Rather than rolling out a QA process across your whole team, let more seasoned agents experiment with it first to give you feedback and make tweaks.
Make incremental improvements. Changing an entire CX process at once to include QA can be overwhelming. We recommend making small changes (like starting to send CSAT surveys if you don’t already) one at a time. These changes will allow you to better measure what’s really working.
Invest in better technology. A manual QA process can be more time-consuming than helpful. Look for an automated QA tool that’s already integrated into your helpdesk. It will allow you to measure AI and agent responses equally, while also measuring results from a handy dashboard.
By prioritizing QA, your team can identify potential problems early, reduce errors, and improve overall performance, leading to a smoother, more reliable experience for customers –– and your CX team.
In the long run, brands that focus on QA can gain a competitive edge, building stronger relationships with customers and driving sustainable growth. Book a demo now.
AI Agent reduces workload and prevents burnout for CX teams. It handles routine queries and allows your human agents to focus on providing a higher level of service where it's needed most.
AI Agent is secure and compliant with industry standards. Gorgias uses a zero data retention policy and follows strict security regulations, including SOC 2 Type II certification.
AI Agent delivers personalized, on-brand responses. Custom Guidance and data from sources like Shopify allow AI Agent to maintain brand consistency while providing tailored customer interactions.
Real-world success stories show tangible results with AI Agent. Brands like Psycho Bunny and Baby Gold have seen significant improvements in response times and resolution rates by implementing AI Agent.
AI changes the way CX teams operate. But we firmly believe that it’s a good thing.
It will help you improve your team’s workload, say goodbye to burnout, and create a more consistent and speedy experience for your customers.
Here’s the process we recommend for pitching Gorgias’s AI Agent to your boss, complete with an FAQ section for quick answers.
Gorgias views AI as an extension of CX teams, and that’s how many of our customers see AI Agent as well. Baby Gold calls theirs Michelle, Psycho Bunny calls theirs Lisa.
These autonomous agents allow your human agents to focus on more complex and nuanced issues, providing a higher level of service where your customers need it most.
Here are some other things that make AI Agent a great addition to your team:
⏰ 24/7 availability: AI Agent operates around the clock, ensuring that customer inquiries are addressed promptly at any time, including weekends and holidays.
🏔️ Scalability: AI Agent can handle a high volume of inquiries simultaneously without any decrease in performance. This scalability is particularly valuable during peak times like BFCM.
🚀 Efficiency and speed: AI Agent can process and respond to queries much faster than human agents, leading to quicker resolutions and improved customer satisfaction.
🦎Adaptability: AI Agent can quickly adapt to new information, products, or changes in policies immediately – all you have to do is add them to your knowledge docs and to the Guidance you set.
🦾 Full control: You stay in full control of how AI Agent behaves in specific scenarios. Give AI Agent custom Guidance to ensure that each interaction with your customers reflects your brand’s values, policies and tone.
AI Agent provides consistent, accurate, and on-brand responses based on the information in your Help Center, Shopify order data, Macros, handover instructions, and the actual custom Guidance you set for it.
It might just surprise you with just how specialized it can get.
“Sometimes agents forget personal details to call out when communicating with our customers, like birthdays or weddings,” says Sindi Melgar, the Customer Service Manager at Baby Gold.
“But I noticed on a few different occasions where AI Agent (ours is named Michelle) is highlighting these things and is saying, ‘Congratulations on your wedding!’ Just the tone of voice that Michelle is able to adopt is definitely on brand for us.”
Ensure certain topics are handed over or excluded
When you set up AI Agent, you’ll also let it know the types of topics you’d like it not to answer.
AI Agent automatically hands over tickets to your team whenever it lacks confidence in an answer or detects an angry customer.
But you can also use handover rules to choose how AI Agent behaves when it passes tickets to your human team, and add specific topics that it should always hand over to your team.
AI Agent uses your Shopify order data, Macros, your brand’s webpages, as well as your Help Center to give your customers accurate and on-brand responses. It also prioritizes any Guidance that you set.
We wouldn’t expect you to onboard a new tool without some actual statistics and reviews. Below, browse three success stories and the fantastic metrics that AI Agent helped their teams achieve.
After just one month of implementing AI Agent, the team at VESSEL not only increased the number of emails automated via AI Agent by 20%, but reduced first response time to 58 seconds and saw their resolution time decrease to one minute and six seconds.
WhenBaby Gold implemented AI Agent, they achieved a 49-second first response time, a one-minute and four-second resolution time, and answered 1,361 tickets. They also quadrupled their email automation rate.
Psycho Bunny saw a 99.8% faster first response time, 99.4% faster resolution time, and 26% of tickets resolved by AI Agent.
“Our customer support KPIs are already fantastic: we're already leading in the industry,” said Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny.
“To improve on that, we need AI — it’s not physically or financially possible with human agents alone.”
Set expectations
AI Agent isn’t going to find lost packages, pick up the phone, or fix damaged products. While this might seem obvious, it’s important to understand AI Agent’s core capabilities, as we want this to be an exciting and useful addition to your team.
“AI Agent does a great job of efficiently handling returns and exchanges, and split shipment tracking info,” shares Tosha Moyer. “The overall tone is good and some of its responses are really excellent.”
Below, find the top use cases for AI Agent, as well as the specific actions you can configure for it within Gorgias.
The specific actions you currently can configure for AI Agent include:
Cancel an order in Shopify
Edit a shipping address in Shopify
Send Loop Returns portal deep link
Send return shipping status from Loop Returns
Cancel a subscription in Recharge
With more to come! And to quiet any worries, it’s worth mentioning that AI Agent will not perform any actions without you configuring or activating them first.
Enhance your brand reputation and build trust
Offering fast, accurate, and 24/7 support can significantly enhance your brand reputation and build customer trust, which can translate into higher customer loyalty and increased revenue.
AI Agent adapts to your brand's unique tone of voice. Choose from three default voice options (Friendly, Professional, and Sophisticated), or create countless types of tone with the Custom option.
Aligning AI with your brand voice builds consistency. A consistent tone in customer interactions helps build trust and brand loyalty.
Specify what AI Agent can and can’t say. Like your human agents, tell AI Agent your brand do’s and don’ts. From going all out with fun and emoji-filled replies to avoiding certain words, use custom instructions to make AI Agent sound distinctly on-brand.
People are only able to identify AI-generated content 46.9% of the time. That’s less than half the time!
In the ecommerce customer service industry, this is just one reason teams are getting more comfortable with using AI.
Better language processing abilities mean AI can be a better extension of CX teams, relieving agents of repetitive questions, like where is my order?, while speaking in a way that’s familiar and delightful to customers.
Upholding a strong brand voice should be one of your top priorities in CX. With Gorgias’s AI Agent, you can choose AI Agent’s exact tone of voice, from sophisticated to fun. Below, check out seven AI Agent brand voice examples from real customer conversations.
“We’ve had customers respond to the AI thinking they were speaking to a real person. That’s how elevated the response was from AI.”
Tone of Voice refers to how AI Agent communicates with your customers. In Gorgias, you can select from three pre-built tone options:
Friendly
Professional
Sophisticated
Or, you can create a custom tone, keeping your brand guidelines, style guide, and target audience in mind.
Note: AI Agent and Tone of Voice are only available to Gorgias Automate subscribers.
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7 Tone of Voice Examples for AI Agent to Match Your Brand's Style
Explore how effectively AI Agent adapts to seven distinct tones in the examples below. First, we’ll show you what a preset AI Agent tone option sounds like, then we’ll move on to six examples using custom instructions.
Feel free to copy and paste our provided instructions to set up your AI Agent with the custom tone of your choice, or, even better, take some inspiration to create your own.
1. Friendly
A friendly AI Agent is the go-to for most CX teams. A Friendly tone of voice is outgoing and welcomes inquiries with enthusiasm. If you were to imagine the model support agent, they would speak like this.
The Friendly tone of voice is available by default in AI Agent’s settings.
How it looks in action
Here’s how an AI Agent with a Friendly tone of voice responds to a customer asking for samples and coupons:
2. Direct and brief
Now, we move away from AI Agent’s default Tone of Voice options and toward the vast possibilities of the Custom option.
If you prefer your AI Agent get to the point in as few words as possible, create a Custom tone of voice that breaks up text into separate lines, limits paragraphs to two to three sentences, and keeps responses short.
💡 Tip: Access a custom tone of voice by going to Automate > AI Agent > Settings > Tone of Voice > Custom. A text field will appear where you can write your instructions.
Tone of voice instructions:
Acknowledge the customer's feelings by briefly repeating their initial concern(s). Break text up, don’t send entire paragraphs, and keep responses short and easy to read. Keep interactions brief but filled with empathy. We are not long-winded. Keep an informative tone while remaining professional, clear, and easy for customers to follow. Insert links where needed. Don't use too many adjectives when expressing empathy. Never tell the customer to email support or contact our customer service team.
How it looks in action
Here’s how an AI Agent with a direct and brief tone of voice responds to a customer who wants to cancel their order:
3. Fun (with lots of emojis! 🤗)
Who says support agents can’t have personality? Bring some fun into your conversations by creating a custom tone of voice that allows your AI Agent to use emojis and exclamation points.
Tone of voice instructions:
Greet with first name only. Acknowledge the customer's feelings by repeating their initial concern(s). Be concise and provide shorter responses, try to keep your responses to a few sentences. Use a warm, positive, and engaging—like chatting with a helpful, considerate friend. Sign off with "Best Regards". Avoid jokes or comments related to sensitive topics. Make the customer feel like a friend. You can include approved emojis for a personal touch and exclamation points. Approved emojis to use: 💞🫶✨🥰💖🎀💓💘🥳💗💕💯 You should recognize and celebrate personal milestones mentioned by customers, making the interaction feel more personal. After the customer's initial message, there's no need to restate their issue in follow-up responses.
How it looks in action
Here’s how an AI Agent with a fun tone of voice responds to a customer asking about exchanging their damaged product:
4. Comforting
Customer support often gets a bad rep. Customers anticipate long response times and unpleasant interactions. Flip customer expectations by giving your AI Agent a calming and comforting voice that can instantly fix negative experiences.
💡 Tip: Brands in the wellness and baby industry would do well to use a comforting tone of voice for their AI Agent.
Tone of voice instructions:
Our brand embodies the role of a nurturing parent, promoting happiness, growth, and well-being while creating moments of joy and inspiration. Stay genuine and reflect childlike wonder without being overly sentimental. We maintain a positive and supportive tone, offering a safe, comforting space. Avoid admitting fault or apologizing. Be shorter in replies. Do not offer replacements. Do not give out phone numbers.
How it looks in action
Here’s how an AI Agent with a comforting tone of voice responds to a customer asking about exchanging their damaged product:
5. Bro-y
Give your AI Agent a laid-back, “we’ve got your back” vibe that feels like chatting with a buddy. This tone keeps things casual, approachable, and like you’re ready to tackle any issue together.
Tone of voice instructions:
Sound like a gym bro. Speak casually and friendly. Be eager to help. However, do not go overboard with puns or stereotypical phrases. You may use the following emojis: 🤙💪🏋️ End responses with "Stay awesome,"
How it looks in action
Here’s how an AI Agent with a bro-y tone of voice responds to a customer asking about glove sizing:
6. Punny
If your brand isn’t afraid to lean into humor and puns, this tone will definitely connect with your audience. Let your AI Agent use wit and clever wordplay to keep conversations lighthearted and customers smiling at their screens.
Tone of voice instructions:
Speak in bee and honey puns and use colorful emojis. Use at least one emoji per message. Keep your messages brief. Sign off with a different pun in every conversation. If a customer is upset or needs urgent help, avoid puns.
How it looks in action
Here’s how an AI Agent with a punny tone of voice responds to a customer asking about suit sizes:
7. Bonus: Robotic
In all of our examples, AI Agent responses can easily be mistaken for one of your human agents. But if, for any reason, you want to change that by making your AI Agent sound robotic — it’s possible.
Tone of voice instructions:
Sound like a robot. Make robot sounds and puns. Use short, direct, and easy-to-read sentences.
How it looks in action
Here’s how an AI Agent with a robotic tone of voice responds to a customer asking about exchanging their damaged product:
Say it how you want with AI Agent
Like a chameleon, AI Agent adapts to your brand voice. Whether it’s friendly, professional, or a custom tone, you can be sure that every interaction aligns with your brand’s identity.
With AI Agent on your side, you have the power to make each conversation feel authentic. Take it from Psycho Bunny’s Senior Customer Experience Manager Tosha Moyer who says, “The overall tone is good, and its responses are really excellent.”
Ready to see AI Agent’s excellence for yourself?Book a demo and discover how AI Agent can be a permanent part of your team.
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To effectively harness TikTok Shop, however, brands with high-volume sales need to understand the specific challenges they will face when launching on the social platform.
Many of these are operational, like maintaining an accurate inventory list between platforms, supporting customers efficiently, and fulfilling a large number of orders.
When used together, AfterShip Feed and Gorgias can help you overcome these operational hurdles and start selling on TikTok Shop sooner.
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Streamline order management & customer support on TikTok Shop
TikTok Shop is the commerce-enabled side of TikTok, where brands and creators can list their products for sale. Shoppers then make a purchase through shoppable (in-feed) videos, live shopping, or product showcases. The app aims to provide a “frictionless checkout experience,” enabling shoppers to engage with their favorite accounts and add-to-cart in a flash.
While setting up a TikTok Shop is relatively simple, if you already run an ecommerce store that does a high volume of sales, adding TikTok Shop as an additional channel will be a little more complex. Thankfully, tools like AfterShip Feed and Gorgias can help you solve many operational issues and provide the same best-in-class customer experience on TikTok Shop as you do on your other channels..
Here’s a highlight reel on how you can implement both tools to improve efficiency and customer satisfaction, tackling issues like fulfillment or customer support inquiries from the same customers on different channels.
Centralize customer support with Gorgias
800+ Gorgias customers currently use the TikTok Shop integration. It’s quick and easy to connect. With it, you can:
Coordinating customer support across different channels can be a pain. With Gorgias, however, you’ll be able to manage inquiries more efficiently and handle all shoppers’ messages by responding to TikTok Shop inquiries directly from Gorgias using text, images, and videos.
Additionally, you can address order-related issues and manage cancellations, returns, and refunds from TikTok Shop in the same Gorgias dashboard you use for your existing channels.
Automate ticket creation
Leverage Gorgias’s automated ticket creation to reduce First Response Time (FRT) and ensure that you don’t miss a single customer inquiry from TikTok Shop. Save time by handling repetitive tasks (like order status updates) with automation.
Enhance customers’ experience
Enabling the Gorgias TikTok Shop integration will allow you to maintain better control over communication and provide a consistent customer experience. Customers shopping via TikTok Shop will benefit from quicker responses, improving overall satisfaction and boosting brand loyalty.
Simplify operations with AfterShip Feed
AfterShip Feed is a reliable TikTok Shop management tool with 1,800 customers. It auto-syncs products, inventory, and orders between TikTok Shop and ecommerce platforms.
AfterShip Feed makes listing high volumes of products on TikTok Shop easier through bulk uploads and editing, enabling you to update up to 10,000 SKUs at once.
It uses AI to add key product details and keep your product listings accurate and consistent. Tools like category templates and product ID generation make it even easier to list your full catalog.
Safeguard your revenue
AfterShip Feed has several features that will help you avoid lost revenue, especially during busy times like BFCM.
Inventory threshold
Inventory threshold helps you determine the minimum amount of inventory you need to have on hand to avoid selling out or buying too much. You can also set a fixed amount of inventory aside for TikTok Shop.
Price rules
Price rules help you set the ideal prices for each item you sell to protect your profit margins.
Fulfillment hold
A fulfillment hold stops an order at the fulfillment stage to ensure sufficient funds on the customer side, sufficient stock on yours—or to solve another issue behind the scenes. TikTok Shop has a standard 1-hour fulfillment hold, which can cause issues with inventory syncing on your main ecommerce platform.
Streamline order management
AfterShip Feed supports multiple fulfillment methods and integrates with many returns solutions. Sync orders from TikTok Shop with your existing fulfillment systems, ensuring timely and accurate deliveries. You can sync up to 24,000 orders to Shopify per hour.
Other features include order ID, shipping method, and product-SKU mapping.
Which are the top-grossing TikTok Shop industries?
Two industries in particular see massive sales from TikTok Shop: beauty and personal care, and womenswear and underwear. According to a 2024 report from Statista, the beauty category saw over 370 million sales and women’s fashion 284 million sales in 2023.
The beauty category alone has generated almost $2.5 billion in GMV, while the womenswear category has seen $1.39 billion.
If your brand belongs to one of these categories, including Gorgias and AfterShip Feed in your TikTok Shop toolkit could be a great fit for you.
Gorgias and AfterShip create better experiences
Pairing Gorgias and AfterShip Feed will help you deliver a fantastic customer experience and grow your business on TikTok Shop.
Prepare for Black Friday-Cyber Monday with our ultimate BFCM guide for ecommerce brands.
By Halee Sommer
0 min read . By Halee Sommer
Black Friday is the strongest revenue-generating day of the year for retailers, with $9.8 billion in sales reported in 2023, according to a report by Adobe. For online merchants, the revenue potential is even sweeter, with the online shopping period extended into Cyber Monday.
But, it takes a coordinated effort by customer support, sales, and marketing to encourage a shopper to click “checkout.” Without a solid ecommerce strategy, many online retailers will miss out on the Black Friday - Cyber Monday rush.
Whether you’re looking to optimize your existing strategy or starting from scratch, we’ve got you covered. This guide will help you make the most out of your BFCM ecommerce strategy with a clear list of steps (in chronological order) to help you prepare.
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What is Black Friday - Cyber Monday?
Black Friday - Cyber Monday — also referred to as BFCM — are two back-to-back sales days that bring in a ton of revenue for both in-store and ecommerce retailers in the US. The Black Friday - Cyber Monday shopping window also kick-starts holiday shopping from Thanksgiving day through the new year.
Why you need to prepare for BFCM now
BFCM isn’t just about one big day of revenue generation. It’s a crucial period for online retailers to capture new customers and convince them to keep shopping through the end of the year and beyond.
In-person BFCM experiences are out, and ecommerce is in
Shopper sentiment is shifting away from physical experiences. Online transactions are up by 13% year-over-year, according to research from Criteo. So, you probably won’t see consumers camping out in front of physical stores on Black Friday, but those same shoppers still want to find an excellent ecommerce deal.
Consumers are eager to spend despite concerns about inflation
After BFCM in 2023, research from Nielsen found the desire for a good deal caused 57% of shoppers to stay on budget and 18% of shoppers to spend more than they planned in the year prior.
Brand familiarity matters
Shoppers, Gen Z in particular, are more likely to make a purchase with a brand they’re familiar with. So, ensure your marketing tactics are firing well before BFCM will help folks get to know you before the holiday sales season starts.
Get proactive rather than reactive
When you make a plan early, you give your business more time to craft a great marketing campaign. Plus, you give your team time to figure out how to manage customer service on Black Friday for these high-traffic days.
Considering Black Friday - Cyber Monday is the busiest ecommerce sales event of the year, prepare as early as possible to get a leg-up and stay on top of Black Friday trends.
Pre-Black Friday preparation: What to do before the holiday
Preparing for Black Friday — and building a strong ecommerce strategy — goes well beyond ironing out a limited-time deal.
Tactics like updating key policies, building out customer self-service options, and marketing early will help you be successful.
1. Update key policies on your website before BFCM
Displaying clear-cut and easy-to-find policies on your website makes a huge difference to the customer experience. It sets the customer up for success and cultivates a positive sentiment with your brand.
To prepare for the best Black Friday-Cyber Monday possible, we recommend updating these key policies (and your Help Center) with BFCM-related information.
✅ Tip: A tool like Gorgias’s AI Agent learns from your policies to know how to respond to certain topics and escalate tickets. And we know that more automated tickets leads to a lighter workload for your agents. It makes a compelling case for keeping your policies up-to-date.
“The anxiety for customers during BFCM is real,” says Lauren Reams, Customer Experience Manager at VESSEL. “This year, we are planning on leveraging AI Agent to help us get ahead of the most common questions. AI Agent has been so seamless, so we’re confident that it will help us handle the busy season without needing to bring in additional agents.”
Returns and exchanges
BCFM is a popular time for consumers to buy holiday gifts, which means you could see an influx in returns or exchanges.
✅ Tips: Use return management apps like Loop Returns to provide customers with a self-service return portal to process their returns. Take that idea one step further by using AI Agent Actions to send your Loop Returns link or return shipping status automatically.
Integrate Loop Returns with Gorgias and enable customers to initiate their own returns.
Shipping and fulfillment
Customers expect purchases, especially if they’re buying gifts for upcoming holidays, to arrive on time and quickly (you’re competing with fast shipping speeds from retail giants like Amazon).
If those gifts don’t arrive in time, you’re going to face a lot of angry customers.
✅ Tip: Use your shipping and fulfillment policy to be crystal clear about when you ship orders, how long orders typically arrive, and how customers can look up their order status. AI Agent can perform Shopify Actions, such as editing the order's shipping address. Having this automated means agents do not have to do manual work.
Lost packages
All those Black Friday - Cyber Monday sales equal a ton of packages in transit. You can expect a few to go missing.
Make sure you’re clear with your team and customers upfront if you are willing to cover damages (either with refunds or credits). This will help your agents handle the process quickly and consistently. Plus, it gives your customers the peace of mind that accidents won’t put them out.
✅ Tip: Include a policy about damaged items in your FAQs so your customers know what to expect in case anything goes wrong with their order.
If you’re on Gorgias, Automate includes Flows, Order Management, and Article Recommendations. These different automations can help you deflect up to 30% of tickets, freeing your agents up for higher-value conversations.
Set up Flows to automatically answer common customer questions specific to Black Friday - Cyber Monday related to:
Shipping policy: Will my items arrive by the holidays?
Get a gift recommendation: Can you help me find a gift for a friend?
Return policy: Can I return a gifted item?
BFCM discounts: Do you offer any holiday discounts?
It turns out that many customer support inquiries your team receives are repetitive.
“If you force agents to respond to every question manually — no matter how small — you're only limiting the time they can spend on tickets that actually need human attention,” says Gorgias Director of Support, Bri Christiano.
That’s why we built Automate at Gorgias: It deflects your most repetitive tickets — up to 30% of your overall ticket volume — so you can focus on the tickets that grow your business.
Tech product retailer Nomad leaned into Gorgias’s automation to support customer service interactions. Not only did the online retailer gain a streamlined way to manage customer feedback, they also reduced response time by 70%.
Deloitte estimates about one-third of shoppers in the US made a purchase through a social media app in 2021. That number is estimated to be even higher for those who were influenced to buy a product after seeing it on social media.
You don’t necessarily have to sell directly through Instagram, but you can leverage your social channels to generate brand awareness.
The need for social-focused customer support is exactly why online retailer MNML turned to Gorgias. The company found that their shoppers turned more and more to social media for answers to their shopping-related questions.
Ultimately, the company leveled up their customer support on social media to connect with potential buyers.
Get started with these ideas:
Partner with influencers to generate brand awareness
Don’t partner with influencers for the sake of it. Instead, think about it like building a relationship with someone who fits your brand ideals and can cross-sell your products to their audience.
To do this, focus less on influencers with millions of followers on Instagram and TikTok. Instead, look for micro-influencers (or creators with less than 100,000 followers) with audiences that match your brand personas.
Create content that focuses on your store’s Black Friday deals
Once you’ve figured out the Black Friday sales your store will offer, you must ensure people know about them.
Craft content for your social media channels that highlight your deals. Since social media primarily focuses on visuals, start by collecting photos, videos, or illustrations of your products. Then, draft copy for captions, think through the best hashtags, and hand over creative briefs to your design team to build any assets you might need.
Put a little money behind your most successful organic social media posts
The weeks or months leading up to BFCM are prime time to talk about your brand’s Black Friday promotions. Use social media analytics to see which published posts are performing best across your channels.
Turn those high-performing posts into ads on social media by boosting them with a little money. Even with a small budget, you can use social ads to grab even more eyeballs — and potentially bring more people to your website.
A few other ideas to consider:
Prompt your customers to sign up for an SMS reminder or push notification on their smartphones or mobile devices.
Give early sale access to email subscribers, incentivizing customers to build a deeper relationship with your brand.
Pin the sale date and deal information at the top of your social media profiles, especially Instagram.
How to maximize revenue during BFCM in 2 steps
Imagine Black Friday - Cyber Monday is here. Even better, imagine you’ve got a ton of website traffic full of eager browsers. You need a plan to keep those browsers engaged.
One major step you can take to boost your conversion rate and potential revenue is to increase communication touchpoints and focus on recovering abandoned carts.
1. Increase customer touchpoints to keep shoppers engaged
Throughout any customer’s journey, there are many opportunities to interact with your brand. One moment might be finding out about your BFCM sale on social media, signing up for emails to get early access, or browsing the best deals before heading to checkout.
The more you interact with customers along the way, the more you can keep them engaged — and personalized interactions increase your chances of converting a first-time shopper into a repeat customer.
Gorgias’s Convert is a CRO tool that easily personalizes interactions at multiple points throughout a customer journey. Convert offers several ways to increase touchpoints and boost overall engagement:
AI-powered cross-sell campaigns to offer product recommendations.
Up-sell campaigns to showcase higher-priced items.
Share timely discounts, free shipping, or valuable product insights.
Offer 1:1 support with a smooth hand-off to Gorgias Live Chat.
Leverage Shopify browsing data to offer product recommendations.
Set up onsite campaigns without any coding.
Another way to build in more touch points is to use automated chat campaigns that pop up and engage with your customers at crucial moments. Chat widgets are a small addition to any homepage, landing page, or product page that immediately lets customers know where to go for help.
2. Reduce abandoned carts
Cart abandonment is a major source of lost retail sales for any ecommerce business, considering about 70% of online carts are abandoned.
You can easily target customers who have opted into an email list or receive SMS messages from your brand. Design emails or text messages designed to trigger if a cart is abandoned.
Include copy that builds a sense of urgency to drive customers back to their shopping carts to “buy now” before the deal is over.
There’s even a chance to use re-engagement to increase your average order value by upselling once that customer returns to your site.
How to retain new customers you get during BFCM
Repeat customers are valuable — like, really valuable.
According to Gorgias research, returning customers make up about 21% of a brand’s customer base but generate 44% of that same brand’s revenue.
Your brand should re-engage with anyone who shops on your website during the BFCM rush. Those same people could become returning customers who give your shop a revenue boost during the rest of the holiday season.
1. Offer a discount for next time
The perfect moment to re-engage a customer starts at checkout. When someone makes a purchase through your online store, offer them an immediate discount that goes toward their next purchase.
At CX Connect LA 2024, Ron Shah, CEO of Obvi, shared his brand’s strategy for offering discounts to generate revenue. Ron knew implementing AI to support Obvi’s two-person customer support team was necessary to help the brand grow without eliminating the need for his human agents.
“The time saved by AI handled a lot of the redundant work our agents were doing, which meant we could turn them into part-time sales agents. We also gave them a code to help them prevent a refund from happening or upsell somebody. It created a completely new shift in their mindset. They realized, ‘Oh wow, you're not just taking something away from me (with AI) — you're actually elevating my opportunity.’”
✅ Tip: You can increase the touchpoints to re-engage with an existing customer by building a reminder email that triggers one week after their initial transaction. That way, you not only stay at the top of their inbox, you also stay top of mind.
2. Invite customers to join a loyalty program
Loyalty programs are a tried-and-true method to build engaged, returning customers.
In a recent survey, Yotpo found that over half of surveyed consumers agreed a loyalty program would encourage them to purchase more from a brand.
If you already offer a loyalty program, make sure new customers know about how to get the VIP experience with your store. Build awareness touchpoints into your loyalty program marketing strategy. You can also prompt buyers to become loyal customers after they make their first purchase.
3. Continue to improve your customer experience strategy
A successful, positive, and repeatable customer experience doesn’t end after midnight on Cyber Monday. It’s a road rather than a destination.
Consumer habits are always changing, and your support teams must be prepared to handle customer requests.
One way to anticipate your customer’s pain points is to look at customer feedback.
Reviews and social media activity is a great place to start. You might also consider putting a more formal customer sentiment strategy in place, with a CSAT survey to collect direct feedback from customers.
This feedback helps your team prioritize what needs to improve so you’re not left reaching in the dark.
Give your ecommerce strategy a boost this holiday shopping season
The name of the game this Black Friday - Cyber Monday isn’t just to get a ton of online sales; it’s to set up your ecommerce site for a successful holiday shopping season.
Gorgias is designed with ecommerce merchants in mind. Find out how Gorgias’s time-saving automations and convenient platform can help you create successful customer experiences.
Let's talk about something that often gets overlooked in ecommerce: what happens after someone hits that "Place Order" button. You might think the hard part's over once you've made the sale, but here's the thing the post-purchase experience can make or break your relationship with customers.
In today's competitive online marketplace, those relationships are everything — especially considering that loyal customers spend an average of 67% more per purchase than new customers.
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The importance of post-purchase support and automation in ecommerce
Providing an excellent post-purchase customer experience can turn one-time customers into loyal advocates who are more likely to make repeat purchases and recommend your brand to others.
It's all about the customer experience
When someone buys from your store, they're not just getting a product — they're starting a relationship with your brand.
A great post-purchase experience shows customers you actually care about their satisfaction beyond just making the sale. 90% of U.S. customers say that an immediate customer service response is "important" or "very important.”
When you nail this part, something magical happens: one-time shoppers transform into passionate advocates who not only come back for more but can't help telling others about their amazing experience with your brand.
Having accessible support and an efficient and easy returns process may make the difference between a happy customer and an unsatisfied one.
Building trust that lasts
Trust is everything in online shopping. When customers feel supported after making a purchase, they're much more likely to give you the benefit of the doubt if something goes wrong down the line.
It's like building a friendship: every positive interaction adds another layer of trust. And that trust translates directly into repeat business and glowing recommendations.
The post-purchase support experience makes a huge difference in building that trust. In fact, 96% of customers say excellent customer service builds trust.
Keeping your return rates down
Great post-purchase support can actually help reduce your return rates. By addressing concerns quickly and providing clear information upfront, you can prevent many returns before they happen.
This can save you money on shipping and restocking and create a smoother experience that keeps customers happy and your business healthy.
Making processes more efficient
Automation eliminates manual tasks, freeing up your team to focus on more strategic initiatives. By automating repetitive tasks, you can improve efficiency and productivity, allowing your team to focus on more value-added activities.
You can automate everything from customer support to returns and exchanges to your order tracking and more. Besides meeting customers' straightforward needs, automation allows you to focus your team's energy on solving bigger problems and strengthening customer relationships.
Accuracy, guaranteed
Automation helps ensure consistency across all your post-purchase processes.
When customers know they can count on a reliable experience every time they shop with you, it builds confidence in your brand.
Plus, fewer mistakes mean happier customers and less time spent fixing problems.
Creating better customer experiences
Speed matters in today's world, and automation helps you deliver faster, more personalized responses to customer needs.
Whether it's instant order updates or quick responses to questions, automation helps you meet and exceed customer expectations. The result? More satisfied customers who feel valued and understood.
How to automate the post-purchase experience for better loyalty
Here are some ways to automate the post-purchase experience:
Automate your returns and exchanges process
Streamline the returns process with automated return labels, tracking, and updates. Use ReturnGO to automate this process, saving time and reducing manual errors. With automated returns, you can provide a hassle-free experience for customers, encouraging them to return to your store in the future.
Automated returns can help to improve the customer experience by making the returns process easier and more convenient. 65% of customers say the speed and ease of refunds affect where they choose to shop.
By automating tasks such as generating return labels and tracking packages, you can reduce the time and effort required for customers to return items.
Think about it from their perspective — if returning an item is hassle-free, they'll feel more confident buying from you in the future. It's like having a safety net that makes customers more comfortable taking chances on new products.
Centralize customer support
In today's fast-paced world, customers expect quick and efficient support. Using a customer experience platform like Gorgias, you can manage all your customer support tickets in one place, making it easier to provide fast, accurate help when people need it.
By centralizing your post-purchase support, you can manage support tickets more efficiently, respond to customer inquiries quickly, and provide the most up-to-date information. This centralized approach can hugely improve response times.
Keep customers in the loop
Nobody likes being left in the dark about their order. Automated post-purchase notifications keep your customers informed every step of the way - from order confirmation to delivery and returns. Using tools like ReturnGO, you can send personalized updates that make customers feel looked after. This is essential for building customer loyalty.
Keeping customers informed about their orders can help reduce customer anxiety. When customers know what to expect, they’re less likely to worry about their purchase and are more likely to keep buying from you again and again.
Create an integrated workflow
To truly streamline your post-purchase customer service, if you connect your returns management system with your customer support system, you really bring all of the pieces of a puzzle together.
When these two systems are in sync, you can create a smooth workflow that makes things easier for both your team and your customers.
By automating tasks like creating support tickets and processing returns, you can save time and create a more reliable, efficient system that helps you serve customers better. No more jumping back and forth between systems to check on a return when a customer reaches out about it.
The ReturnGO-Gorgias integration makes this happen seamlessly, with features like:
Automatic ticket generation: When a customer requests a return, a support ticket is automatically created on Gorgias, saving you time and preventing errors.
Real-time updates: Return request information is automatically updated from ReturnGO to Gorgias, so your team always has the latest details right there.
Centralized system: No more digging through multiple systems. This means your support agents always have access to the most up-to-date information and respond quickly and efficiently to customers.
Smart widget: The ReturnGO-Gorgias integration includes a widget embedded in your Gorgias dashboard, for managing RMAs directly from within Gorgias. This widget enables your team to:
View RMA information: See all the relevant details about a return, including the customer's information, the items being returned, and the reason for the return.
Take actions on the RMA: Easily approve or reject a return request directly from Gorgias.
The ReturnGO-Gorgias integration makes it easy for your team to manage returns and communicate with customers without having to jump between systems to hunt for information.
The path to lasting customer loyalty
So, there you have it! In the world of online shopping, how you handle the after-purchase experience can be just as important as making the sale in the first place.
By automating your post-purchase process, you can create a seamless and satisfying customer experience.
Tools like ReturnGO and Gorgias can help you create the kind of experience that builds customer loyalty.
Here at Gorgias, our aim is to provide the best customer support tools to our clients, whatever their specific needs. The more you grow, the more we work to develop our offer so that you can benefit from a tailor-made spectrum of integrations. As your business becomes more successful, you need to adapt your website to a fast-growing community of consumers, especially regarding the quality of your reviews and how they appear.
This is why today we are proud to announce our new partnership with Okendo, a customer-marketing platform perfectly suited for high-performance Shopify businesses.
Okendo helps Shopify’s fastest growing companies like oVertone, Paul Evans and Dormify build vibrant customer communities through product ratings & reviews, customer photos/videos and Q&A.
Along with this, Okendo gives you the tools to leverage customer generated content across other marketing channels such as Google Search, Google Shopping, Facebook and Instagram.
Since one of the key advantages of using Gorgias is to manage all your customer support in one dashboard, we decided to design a straight-to-the-point integration:
If a customer leaves low rating review such as < 3 stars and/or with negative sentiment, Okendo can automatically create a ticket in Gorgias. This way, your staff can quickly engage in a conversation with them to understand what went wrong, and address the issue immediately.
We believe this integration will take your customer support teams to the next level, as Okendo has already convinced some of our key clients.
"One of our biggest assets is our unique customer community, so being able to maintain it as active and engaged as possible is key for our business. And making sure that we address any negative experience efficiently and in no time is just as important: this is exactly what the Okendo integration within Gorgias has enabled us to do, by automatically creating a ticket for these cases with the review displayed right next to it."
Dan Appelstein, Founder & CEO at BeGummy
"Aside from being excellent at building shopper trust, reviews enable us to identify customers who, for whatever reason, have had a less than stellar experience. The Okendo + Gorgias integration enables us to flag these instances and automatically assign a Gorgias ticket to a member of our Client Services Team, so that we can follow up and do our best to assist them with whatever issues they're encountering. This integration, along with Okendo’s consistent availability and unwavering support, have made the integration between these two platforms seamless and successful!"
Jae Sutherland, Director of Client Service at oVertone
If you're already a Gorgias customer, we can introduce you to Okendo to implement the integration directly from your Okendo account. If not, you can create an account here and get started in a few minutes.
Recharge is the most popular subscription app in the Shopify app store and is the preferred solution for Shopify Plus stores. Over 10,000 Shopify merchants chose ReCharge to help sell products on a recurring basis, including stores like Dr. Axe, Hubble Contacts, and 5 Hour Energy.
The challenge is, when a customer has an issue with their subscription, the support team needs to jump between their helpdesk, Shopify and the ReCharge platform to fix the problem. This negatively impacts response time. Agents end up wasting hours per week going to ReCharge to skip a box for a customer, edit a subscription, etc. One of the key advantages of using Gorgias is to manage all your customer support in one place. A few months ago, our customer Darn Good Yarn asked us to build an integration with ReCharge. They no longer wanted to switch between ReCharge, Shopify and their helpdesk. This was completely aligned with our vision, so we decided to build it.
Today, we're excited to announce we've partnered with ReCharge to launch this integration.
Here are the key benefits:
Display ReCharge subscriptions next to support tickets.
Edit ReCharge subscriptions in one click from your helpdesk: refund charges, skip monthly payments or cancel subscriptions from Gorgias
When a customer ask to edit their subscription, you can send them an auto-response with the link to manage the subscription.
“Gorgias gives us a holistic view of our customers. This way we can provide them with fast and personalized help”
Nicole Snow, DarnGoodYarn
Let’s take the example of Averill John. She wants to cancel her subscription to the Yummy Box and has just sent an email to your support.
Here is how your helpdesk looks like:
You can see that Astrid has been assigned to this ticket and that this ticket is tagged “Ambassador”. It means that Averill is one of your super loyal customers.
On the right, you can see the ReCharge account data of Averill. Here, Averill has a monthly subscription to the Yummy Box and will be charged on the 15th of October.
Astrid can skip the October charge in one-click on the “Skip charge on subscription” button. It will immediately set the action within ReCharge. Response time? Less than 1 minute!
If you're already a Gorgias customer, head to your account and go to Integrations to connect ReCharge. If not, you can create an account here and get started in a few minutes.
Starting a new ecommerce business can be a whirlwind of responsibilities and decisions — like choosing which ecommerce apps you'll use to run your business. When your time and budget are limited, how do you determine which apps and plug-ins will:
Be easy to manage?
Have the biggest impact on your business?
Make sense for an new store’s priorities?
Some ecommerce apps are a must-have right out of the gate, while others can wait until you get more budget and staff.
To help determine which apps are necessary for your new business, we share the most important criteria early-stage brands should look for in an app before covering nine ecommerce apps that every online business needs to download.
The best ecommerce apps for small-but-mighty brands
Now that we've covered the specific criteria that new ecommerce stores should look for in their apps, let's take a look at a few of the most essential ecommerce apps to set your business up for success.
1) Shopify: An ecommerce platform for building your online store
The first and most essential app for anyone starting a new ecommerce store is an ecommerce platform for building and hosting a shopping app or website. As the most popular ecommerce platform on the market today, Shopify makes it easy for new stores to offer online shopping essentials, like:
Mobile optimization for shoppers on mobile devices
Multiple payment options (like credit card, PayPal, Apple Pay, and more)
With Shopify, app development is easy-breezy: You can build a customized online store using simple drag-and-drop commands. Best of all, Shopify has an app store full of integrations with just about all popular ecommerce apps and tools, enabling you to expand on all of these features. For example, you can download a Shopify app to:
Sell your product on marketplaces like Amazon or Ebay
Not as customizable as more advanced ecommerce platforms such as Magento and BigCommerce
Does not support email hosting
Pricing options
Shopify offers three pricing plans:
Basic plan for $29 per month
Shopify plan for $79 per month
Advanced plan for $299 per month
While Shopify is a favorite choice for many, it’s not the only ecommerce platform. Popular alternatives include WooCommerce, BigCommerce, and Magento. We recommend staying away from general website builders like WordPress and Wix, which offer limited support for ecommerce.
2) Huboo: Order fulfillment and tracking
Huboo is an order fulfillment solution that enables effortless order tracking and much more. With Huboo, you can outsource all of your company's order fulfillment responsibilities, shipping your products in bulk to Huboo warehouses, where they are stored, picked, packed, and delivered on behalf of your brand.
Customers demand the ability to track their orders. 90% of consumers who engage in online shopping actively track their packages, with 20% of consumers tracking their packages multiple times a day. If you want to keep your customers happy and avoid a flood of "where is my order?" tickets, you will need to provide order tracking.
Using your Huboo Dashboard, you can see sales and listings by channel, courier tracking, inventory, costs, and billing, making it easy to provide order updates to your customers.
Capable of integrating with all popular sales channels and marketplaces
Huboo Dashboard for easily tracking orders along with important fulfillment metrics and KPIs
Wide-ranging fulfillment network in the EU and UK capable of fulfilling orders all over the world
Pros
Helps eliminate fulfillment errors with 99.9% picking accuracy
Removes the burden of order fulfillment and warehouse management
Cons
Per-item pricing adds to your company's shipping costs
Does not accept bulky, chilled, or frozen goods
Pricing options
Huboo charges per-item rates for every package shipped, varying based on the package size and how quickly it is delivered. For a detailed breakdown of these rates, check out Huboo's pricing page.
3) ShipHero: Warehouse management and order fulfillment
Another excellent warehouse management and order fulfillment app, ShipHero offers two solutions to ecommerce stores:
A warehouse management system for managing your own warehouses more efficiently
Completely outsourced fulfillment.
With ShipHero’s fully outsourced fulfillment services, store owners can ship their products in bulk to ShipHero warehouses, where they are picked, packed, and delivered with 99%+ shipping accuracy.
ShipHero’s warehouse management system lets you automatically process orders and returns, manage your inventory, and access insightful analytics and reporting.
Key features
Fully outsourced warehouse management and order fulfillment
Built-in reporting features covering everything from COGS to Picker/Packer Efficiency to Replenishment
Automation rules, including smart warehouse routing, shipping method mapping, and address validation
Pros
Provides the option to manage inventory and order fulfillment yourself using ShipHero’s warehouse management system or the option to outsource these responsibilities
Includes excellent automation features for improving order fulfillment efficiency and accuracy
Enables 30% faster shipping and a 35% reduction in warehouse costs
ShipHero offers three pricing plans for its warehouse management system:
Standard WMS for Brands plan starting at $1,850 per month
WMS for 3PLs plan starting at $1,995 per month
Enterprise WMS for Brands plan with custom pricing available upon request
However, pricing for their outsourced fulfillment services is only available upon request.
4) Gorgias: Helpdesk and live chat
89% of customers are more likely to make another purchase with a company following a positive customer service interaction. While most brands want to offer great customer experience, doing so as a small team can be difficult.
Luckily, helpdesks like Gorgias make it easy to offer great customer support without all the hassle, thanks to automation and self-service features.
Thankfully, Gorgias makes it easy for brands of all sizes to offer personalized customer support via an industry-leading customer support platform. This includes features such as:
A centralized dashboard for managing tickets and customer messages across numerous support channels
Detailed customer support data and analytics for further fine-tuning your support services
Broad range of customer support tools and features in a single platform
Revenue-generation focused so that you can turn customer support into profits
Cons
Can take some time to master all of Gorgias' tools and features
Revenue statistics are only available on upper-tier plans
Pricing options
Gorgias offers five pricing plans:
Starter plan for $10 per month
Basic plan for $60 per month
Pro plan for $360 per month
Advanced plan for $900 per month
Enterprise plan with custom pricing available upon request
5) Klaviyo: SMS and email marketing
Klaviyo is an SMS and email marketing platform with unparalleled personalization possitbilitieis. With Klaviyo, you can:
Design attractive custom emails and text for your ecommerce website’s shoppers without any coding experience
Manage and segment contact lists with built in customer relationship management (CRM) features Create and launch automated SMS and email marketing campaigns
Track the results of those campaigns with detailed reports
Email marketing remains one of the most effective of all digital marketing channels and is something that every ecommerce store should take advantage of. Plus, SMS marketing has been one of the most trending marketing channels for the past few years thanks to texting’s highly visible push notifications.
A/B testing and segmentation features for honing your email marketing strategy
Drag-and-drop email builder
Advanced campaign automation
Pros
Easy to set up and use
Affordable pricing, including a forever free plan
Cons
Limited SMS marketing features
Support team is sometimes unresponsive
Pricing options
Klaviyo offers three pricing plans:
Free plan for $0 per month that supports up to 500 monthly email sends
Email plan with pricing based on how many contacts your business has
Email and SMS plan with pricing based on how many contacts your business has
6) Canva: Design and content creation
Whether it's creating graphics for your emails, website, social media posts, or anything in between, creating and running an online store requires you to design a lot of content. Canva makes content design and creation easy regardless of your artistic experience.
With Canva, you can use attractive design templates and user-friendly drag-and-drop commands to create all manner of designs, including logos, flyers, banners, and much more.
Key features
Drag-and-drop content designer
Premium content library with 100 million+ photos, graphics, video, audio, and fonts
Time-saving design tools such as Magic Resize and Background Remover.
Pros
Very easy to use regardless of your design experience
Advanced functionality that rivals expensive competitors like Photoshop
Cons
Can't move one design to another, requiring you to create each design completely from scratch
Limited video editing tools
Pricing options
Canva offers three pricing plans:
Free plan for $0 per month
Pro plan starting at $12.99 per month
Teams plan starting at $14.99 per month
7) Typeform: Customer feedback surveys
Customer feedback is an invaluable resource for ecommerce stores of all sizes, enabling you to take a data-based approach to optimizing your store's customer experience.
With Typeform, you can start gathering more customer feedback by using templates to create customer feedback surveys.
Along with these customer feedback survey templates, Typeform also offers signup forms, report forms, order forms, and a ton of other professional templates.
Key features
Hundreds of high-quality survey and form templates
Quiz maker for creating customer quizzes (such as product recommendation quizzes)
Brand kit for creating a set of custom fonts, colors, and media that you can use on any form
Pros
Supports a long list of integrations with other popular ecommerce tools
Makes it easy to create high-quality customer feedback surveys regardless of your design experience
Cons
Only for creating surveys and forms; you'll need integrations to actually send these forms out and gather responses
Offers mobile app for iOS but not for Android
Pricing options
Typeform offers three pricing plans:
Basic plan for $25 per month
Plus plan for $50 per month
Business plan for $83 per month
8) Triple Whale: Analytics and reporting
Triple Whale is a complete ecommerce hub for Shopify stores that lets you track the metrics that matter most to your brand in one easy-to-use dashboard.
https://youtu.be/RIaCgvdr2mc
Triple Whale's attribution features allow you to track how much you spend on each marketing channel and your return on these investments. If you are looking for a single solution that gives your brand access to all of the data and insights it needs to grow and improve, you'll find a lot to like about Triple Whale.
Key features
Six attribution models and journey mapping for unlocking key insights in real-time
Creative analysis tools for measuring ad performance
Mobile app for viewing your data on the go
Pros
Real-time insights provide much more flexibility and proactivity than monthly reports
Single source of truth for your ecommerce store
Cons
Somewhat costly for the features that it provides
Only available for Shopify stores
Pricing options
Triple Whale offers five pricing plans:
Dashboard plan for $100 per month
Attribution plan for $300 per month
Full Whale plan for $450 per month
Custom plan with custom pricing available upon request
9) Recharge: Subscription management
It might surprise you to learn that 54% of online shoppers are subscribed to at least one ecommerce subscription. Leveraging the subscription model is a good way to create a reliable, recurring revenue stream for your business. However, it's also a model that entails its own unique requirements and complexities.
The best way to create and manage a subscription service for your online store is to utilize a subscription management app, and Recharge is a great one to consider. Recharge lets you quickly set up a subscription program, packaging your products or services into monthly or annual subscription plans.
The app processes recurring subscription payments and makes it easy to manage every aspect of your subscription programs, providing detailed analytics into the performance of your program. Recharge also allows you to create a customer-facing subscription management portal where customers can easily view, change, or cancel their subscriptions.
Developer Hub for quickly creating and setting up subscription offers
Analytics suite that provides insights into revenue, customers, and subscriptions
Subscription management via RechargeSMS or a customer portal
Pros
Gives customers the option to skip or delay deliveries rather than canceling, helping reduce customer churn
Makes it quick and easy to create subscription offers
Cons
Limited customization options
The only subscription management app on the market for Shopify stores
Pricing options
Recharge offers three pricing plans:
Standard plan with no monthly fees and 1% + 10 cents per transaction
Pro plan for $499/month and 1% + 19 cents per transaction
Custom plan with tailored pricing available upon request
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Key ecommerce app features small businesses should look for
Most new ecommerce businesses don't have the budget or the sales volume to justify purchasing a broad range of ecommerce apps right away. So, you'll need to narrow down your selection to the apps with great bang for your buck.
With that in mind, here are the most important features that small business owners should look for in ecommerce apps:
Provides flexible, affordable pricing
Some ecommerce solutions can cost thousands of dollars a month or more, putting them out of reach for most small businesses and early-stage brands.
These high-priced apps are almost always geared toward larger organizations anyway, meaning that you aren't likely to need all of the features they offer until your business grows.
The good news is that there’s also a wide range of affordable ecommerce apps designed to support smaller stores and brands — those are the ones we’ll focus on below.
Automates manual tasks and ecommerce processes
Starting a new business requires a lot of hard work. The more manual tasks and workflows you can automate, the more time you have to focus on important activities like developing new products and growing your audience.
Creating automated email marketing campaigns rather than sending out emails manually is one example of how apps that offer automation features can save you time. Using automation to provide canned responses to common customer questions is another example of the time-saving benefits that automation can provide.
Monitors ecommerce performance
Whatever function of your ecommerce business that an app is designed to facilitate (whether it's customer support, marketing, sales, or order fulfillment), it also needs to be able to track your store's performance in these key areas.
This is especially important for small stores, who don’t have full time data analysts to pull insights from tools. Choosing apps that provide detailed analytics and reporting will give your business the data and insights it needs for continual optimization.
Integrates with other ecommerce tools
Integrating all your ecommerce apps can enable powerful new features and capabilities. For instance, integrating your customer support app with your order tracking and fulfillment app might allow you to easily provide tracking numbers and order updates when customers request them.
Along with choosing apps that offer a broad range of possible integrations with other popular ecommerce tools, it's especially important to ensure that the apps you select are capable of integrating with whatever ecommerce platform you use.
Supports your most important ecommerce KPIs
When you don't have the budget to purchase every app you might want, it's important to focus on the apps that align most closely with your important KPIs. Business of all sizes, but especially small businesses, do well to focus on one area at a time. Are you looking to:
Identifying the KPIs most important to your business and choosing your ecommerce apps based on these KPIs will ensure that you purchase apps that will have the biggest impact on your store's success.
Offers "try it before you buy it" model
When budgets are tight, you need to ensure that the app you purchase will meet your business's needs before you break out your wallet. For this reason, small businesses should prioritize apps that offer a free trial, a free version, or, at the very least, a free demo.
Includes customer success or support
Ecommerce apps are often challenging to set up and use. And as a small business owner, you can't afford to spend all your time troubleshooting issues with your ecommerce apps. This makes it important to choose apps with high-quality customer support or customer success services.
Offers additional pricing plans
While it's great to find an app with free or affordable pricing, you also need solutions that can scale alongside your company. Choosing apps with multiple pricing plans allows you to upgrade your subscription as your company grows, without having to switch to a new app.
Learn why ecommerce stores of all sizes favor the Gorgias app
Choosing the right customer support platform is just one of the many vital decisions you will need to make as an ecommerce store owner. While you’ve got plenty of options, only one is exclusively built for ecommerce and offers features and plans that scale from small stores to large enterprises.
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If you want to get started enjoying the many benefits of the best ecommerce customer support platform on the market, sign up for Gorgias today!
Gorgias connects to over 65 leading ecommerce applications, giving you the power to centralize customer data in your helpdesk, perform support actions from a single place, and streamline your store’s toolkit.
This month, we launched 12 new integrations:
SMS Live
Checkout Champ
CallHippo
Konnektive
TXTFi
Shopney
ReturnLogic
Stateset
Gatsby
Trustpilot
ShipBob
AfterShip
Read on to learn how you can use these tools to help manage your store, and visit the Gorgias App Store to activate them today!
SMS Live is an SMS texting app for Shopify and Shopify Plus. When you add this integration, you’ll see customer information from SMS Live in the Gorgias sidebar, so your agents don’t have to switch between the two applications. You’ll also be able to respond to SMS messages within the Gorgias helpdesk or switch those conversations to a different channel, such as email or phone.
Checkout Champ simplifies the checkout process and makes it easy to charge for subscription services or one-click upsells. With the Gorgias integration, you can manage all of your customer interactions to include refunds, fulfillment tracking, purchase alterations, and all messaging and tickets.
Konnektive is a cloud-based CRM and order management solution that helps optimize, centralize, and automate ecommerce business processes. With this integration, you can display order information right next to tickets in Gorgias and update customer information between the two platforms. It automatically comes with 10 pre-built Macros, to help you get started right away!
TXTFi allows brands to leverage purchasing through SMS and ensures side-by-side customer support to communicate with customers in real time. With this integration, you can manage SMS conversations from TXTFi as tickets in Gorgias in order to quickly connect your shoppers with a live agent.
Shopney is a mobile app builder for Shopify and Shopify Plus that lets you build an app for your store in just one day. With this integration, the conversations that happen through Shopney’s in-app live chat can be managed in the Gorgias helpdesk for a streamlined experience for your agents.
ReturnLogic helps D2C brands give their customers an easy returns process while automating workflows for their customer service and warehouse teams. With the Gorgias integration, you can embed the Gorgias Chat Box right on the ReturnLogic portal, giving shoppers another opportunity to make their return, exchange, or warranty process as smooth as possible. You can also manage these chat conversations in Gorgias and populate ReturnLogic data into Gorgias tickets.
Stateset is your single source of truth for managing your online business and automating your commerce operations. The Stateset AI Responder app uses state-of-the-art artificial intelligence and robotic process automation to quickly and accurately build data-driven responses ready for your customer service team to approve. When you connect the Gorgias integration, you can start generating intelligent and dynamic responses directly from Gorgias or from within Shopify.
See Instagram insights when responding to tickets, track Instagram mentions and engagement for your brand, and automate valuable influencer workflows all in Gorgias.
With the Gorgias and Gatsby integration, you can now identify when influential customers are reaching out for support and take that into account when prioritizing tickets, asking them to share positive support experiences and more.
Trustpilot Reviews is a customer review platform. With the Gorgias integration, you can streamline review responses with machine learning and AI. Trustpilot Review data is displayed in the Gorgias Customer Sidebar, ready to be leveraged by agents to reward happy customers and help recover customers at risk of churn.
ShipBob is an ecommerce fulfillment solution for online brands. With the Gorgias integration, you can sync customer and order information associated with a specific ShipBob account into the corresponding Gorgias account. You can also display data from ShipBob in the Customer Sidebar, and use that data in Gorgias Macros to automate responses to common claims.
AfterShip is an automated shipment tracking platform for e-commerce businesses. With the Gorgias integration, you can sync and display all customer shipment tracking data in the Customer Sidebar, allowing your agents to quickly answer questions without switching applications.
To add these integrations and discover more, go to the Gorgias App Store.
Keeping pace with customer support tickets is a challenge for many ecommerce brands. Too often, support teams are constantly flooded with very simple, repetitive questions that customers instantly want answered (like WISMO, or “Where is my order?").
The sheer volume of these repetitive tickets leads to a few major problems:
Customers need to wait for busy agents to get answers to simple questions — for these questions, instant information is much more valuable than a human conversation
Agents are too overwhelmed with tickets to prioritize questions that need human attention (like escalated tickets, VIP customers, or complicated product/policy questions)
Brands lose sales because they can’t surface and respond to urgent pre-sales questions (like “I want to buy this, but will it arrive by Christmas?”)
To help brands manage repetitive tickets (and provide an even better experience to customers), we created the Automation Add-on. The goal behind the add-on is to deflect your most repetitive questions, provide order information, and turn pre-sales questions into enthusiastic purchases — all of which are more convenient for your customers.
What is Gorgias’s Automation Add-on?
The Gorgias Automation Add-on provides instant, automated answers to common questions via your email, Help Center, and chat widget. Your customers can get a quick response (and resolution) around the clock, even when a live agent isn’t available.
With automation, you’re conveniently answering questions that don’t require a conversation. Your agents can focus on more important conversations instead of copying and pasting order statuses all day long
The full Automation Add-on is available for Shopify stores, and some features (including returns autoresponders, auto-close spam emails, and quick responses) are also available of BigCommerce and Magento.
Benefits of the Automation Add-on
But don’t customers prefer human interaction? Not always. According to Statista, 88% of consumers expect brands to have a self-service support portal. This is especially true when customers are looking for information doesn’t really need a “human touch” (and shouldn’t force them to wait for a human to respond).
By using customer service automation, you can give customers the instant information they need while also freeing up agents to focus on conversations that need a personal touch.
Ticket deflection
The Automation Add-on typically deflects up to 20% of tickets (up to 50% for power users). By deflects, we mean that the customer’s issue is resolved without any human interaction.
Reducing repetitive tickets enables agents to answer and spend more time on high-impact tickets that automation can’t handle.
24/7 support
While customers shop online around the clock, your agents aren’t always available to answer questions. The Automation Add-on’s features can handle frequently-asked questions like “What’s your shipping policy?” “Do you have any promotions?” or “Where is my order?” at any time. You can provide 24/7 service for a large chunk of your incoming inquiries without the overhead cost of hiring additional agents.
“Knowing they can reach us 24/7 is a huge thing for our customers, especially international customers. Because they want to get answers no matter what time it is.”
— Caela Castillo, Director of Customer Experience, Jaxxon
Additional revenue
When customers ask pre-sales questions, they’re sending a strong indicator that they’re more likely to make a purchase. And these customers are even more likely to purchase if their pre-sales questions are answered instantly: questions about product sizing, return policies, international shipping, and so on. If they have to wait, they may lose interest.
FAQs and product information in a chat can provide answers and promote your brand — leading to additional revenue. With the Automation Add-on, this information is front-and-center, leading to more chat engagement — a type of engagement that doesn’t require any waiting.
For example, Gorgias customer RevAir saw a 120% increase in chat engagement since adopting the add-on — all while simultaneously lowering response and resolution times. (More on that below.)
Any automation should build customer trust in the same way agent interactions would. Whether the customer contacts your company via chat, email, or your help center, the Gorgias Automation Add-on is designed to manage the replies.
Quick Response Flows in chat
The Automation Add-on doesn’t just provide automated answers to questions about customers’ orders. With Auick Response Flows, you can provide answers to common questions, like “What is your shipping policy?” This doesn’t just protect your agents from repetitive tickets, it gives customers answers they need to make a confident purchase while they’re actively shopping.
In your automation configuration, you’ll set up a Quick Response Flow section along with the automated responses.
When the customer clicks on the button, the chat will provide an automated response.
Once the automated response is provided, the chat will ask if the answer was helpful. If the customer clicks “No, I need more help” a ticket will be opened in Gorgias for you to answer with live chat (if an agent is available) or a contact form if nobody’s online.
These Flows can also be interactive. Instead of one answer for each question, you can use multiple steps to collect customer inputs and provide a more personalized answer. For example, you can build a Quick Response Flow around the question, "Which product is right for me?" and then base the suggestion.
Take a look at Princess Polly's website for another example: When customers click "What is your return policy?" they get asked if they're in the US or UK. If they click yes, they get domestic shipping info. If they click no, they get international shipping info. Either way, they only see what's relevant to them.
Quick Response Flows in the Help Center
You can also add Quick Response Flows in your Help Center. This way, when customers land on your Help Center, they'll see common questions and helpful answers in easy, prominent buttons.
For example, BrüMate's Help Center has two Quick Response Flows: one to find the right product, and another to get information about returns.
When a customer clicks on "Fit My Drink," they're taken to an interactive automated Flow, where they answer a few questions to find the perfect product for them:
Order Management Flows
Since the main questions filling up most brands’ support inboxes are about order status, the Automation Add-on features a self-service solution. With Order Management Flows, customers can track, return, and cancel orders within the chat widget or Help Center themselves.
Order Management in the chat widget
Order Management Flows add an order management portal int the chat widget, which lets customers log in and manage their orders without waiting for an agent. By opening the chat widget that’s already on your website, customers can:
Track the status of an order
Return an order, based on the conditions (order created vs. order delivered)
Report issue with customizable options
Cancel an order, based on eligibility (unfulfilled, processing, or pending delivery)
Your customers can also see order details, such as shipping, billing, and payment information.
Order Management Flows in the Help Center
Your Help Center isn't just a library of articles to answer questions about your products, shipping, and brand. You can embed Order Management Flows at the top of your Help Center to let customer manage their orders, just like in the live chat widget described above.
Customized Report Issue Flows
By using customized Report Issue Flows, a customer can notify your support team that something is wrong with their order. When customers report an issue, Gorgias will create a ticket for your team and, if you’d like, send the customer an automated message.
You can provide different issue options based on the order type or shipment statuses. For example:
I forgot to apply my discount code
I'd like to change my shipping address
I'd like to change the delivery date
My order has been stuck in transit
I'm past my expected delivery date
You can even personalize the options each customer sees based on the status of their order in Shopify. This way, they’ll only see relevant options — a customer wouldn’t need “My item is damaged” if we know it hasn’t arrived yet.
Once the customer answers the questions prompted by your Report Issue Flows, a ticket will be opened for your agents in the Gorgias helpdesk. The flow collects the information needed for your agents to handle the issue (and provide an automated response if applicable).
AI Article Recommendation Flows
When customers ask questions in chat, Gorgias uses AI to scan the question and recommend relevant content from your Help Center. This deflects live chat questions, and serves customers detailed answers to a wide variety of questions. Here's an example of AI Article Recommendation Flows from Parade, which answers a common question with a detailed article. (Of course, the customer still gets an easy path to human support if they need more help.)
Autoresponders for common queries
Email has the highest volume for customer support, around 70% of total volume. Reducing email volume by even 5% can have a huge impact on support teams.
Autoresponders can automatically answer routine questions — again, we’ll use “WISMO?” as an example.
The autoresponders use Intent Detection, powered by natural language processing, to detect if incoming emails are related to common topics like tracking or order status.
If Gorgias receives a ticket with a relevant Intent, the Rule will trigger and send the customer the appropriate reply. In the case of “where is my order?” the autoresponder will provide shoppers with a tracking link, resolving the conversation before a ticket was ever created.
If you have the Automation Add-on, you don’t need to set up the autoresponders! Just click Create Rule in your Grogias account and select from the options under the ✨ Autoresponse section.
Autoreponders in the add-on are owned and updated by Gorgias. While you can create your own Rules from scratch, you also get automatic access to this library of automatic responses that Gorgias monitors and provides.
Automation Add-on statistics
You can measure the impact of the Automation Add-on’s features in the Automation section of your Statistics. The report shows data such as the total number of automated interactions via chat. You can also see this as a percentage of total interactions.
You can further break this down and look at your quick replies, issues reported, returns, and other interactions. You’ll also be able to see how many tickets were handled by agents after automated interactions.
The Statistics Page offers a variety of valuable insights. For example, you can see if a particular product generates a lot of reported issues or return requests. You can also see how your automation usage changes over time, especially if you add additional Quick Response Flows
How Loop Earplugs used the Automation Add-on to increase revenue by 43%
Loop Earplugs understands the importance of quick responses for its customers. “Self-service allows our customers to solve their own issues at the click of a button,” said Milan Vanmarcke, Customer Service Manager at Loop Earplugs. “These frequent simple questions are solved instantly.”
Loop Earplugs cleverly used Google Analytics on its FAQs to determine which questions had the highest volume as a starting point, and answered those questions in Quick Response Flows. Loop Earplugs turned ¼ of all chat interactions into pre-sales flows, building customer trust along the way.
“When customers get a quick and honest answer, they often end up buying more than one product in a short span of time,” Vernmarcke noted. As a result of the pre-sales flows, the company has seen a 43% increase in revenue from customer support.
Swap low-impact interactions for high-impact results
Beyond meeting a customer’s expectations for instant answers, automation can boost your revenue, as Loop Earplugs found. You have opportunities to promote your merchandise, capture email addresses by offering a discount, or set rules to follow up with new customers. Plus, your human agents will be more free to answer pre-sales questions coming in on chat, or complex, VIP, and escalated tickets that were once buried under a mountain of WISMO requests.
Already a Gorgias customer? Sign up for an automation workshop to learn more about the add-on. Or, if you want the add-on today, log into Gorgias and go to Settings > Self-service (under Automation) > Your store > ✨Get Automation Features.
Not on Gorgias yet? Book a demo to learn more about the customer service platform built exclusively for ecommerce.
I recorded this episode of the Ecomm Swipe File with Eric Banholz, CEO and Co-Founder of Beardbrand, one item we talked about was their decision to move off of Amazon, and what the results were. With the news of Nike moving off of Amazon this week, I thought it would be interesting to share these results. Watch the full interview below, with Eric talking about moving off of Amazon at the 3:27 mark.
The Decision to Move off of Amazon
Eric and the Beardbrand team found that even though they were working with Amazon, they still had to compete. Rather than Amazon bringing them more customers, they were cannibalizing their own business.
The one area they could compete with Amazon was customer value adds. This mean product knowledge, style advice (as talked about in the first part of the video using SMS)
Everyone told Eric that moving off of Amazon would be the worst business decision they could make, and it was a risk that they knew they were taking. What happened next, couldn’t have been better for Beardbrand.
What happened after leaving Amazon?
Beardbrand saw an increase in their average order value doubling from $25 on Amazon to $50 on Beardbrand.com
Significant increase to the number of sales on the website
Reduced costs by not having to manage multiple channels, and competing with blackhat Amazon sellers.
Why did this happen?
We will never know the exact product behaviour, but just as the theme of Klaviyo Boston was owning everything around your customer experience, you can’t own that customer experience on Amazon. On your website, or when someone talks to one of your customer service agents, it’s easy to suggest the products that you know go well together. For example, if you’ve bought a balm from Beardbrand, they may suggest one of their beard oils because they know the ingredients don’t impact one another, and the fragrances smell nice and work well with one another.
On Amazon, these recommendations are automatically generated - most likely based on what the data shows will sell best. Regardless if this is one of your products. In addition to losing out on revenue, this can impact your brand experience. If your purchase comes with a premium product like Beardbrand makes, and a low cost accessory, such as a beard oil made with alcohol that dries out your skin, it can have a negative impact on the overall Beardbrand experience.
Ultimately, Amazon is a very viable channel for many sellers and brands, but Eric and Beardbrand chose to be more in-control of their of their entire customer journey. From answering product questions nested in their instagram ad comments, to providing post purchase style advice.
The Full Conversation
View a full transcript below. Please note, that this was generated, so we cannot gaurantee 100% accuracy in transcriptions.
Lucas Walker: Hey, what's up everyone? It's Lucas here. Another episode of the Ecommerce Swipe File. I'm in Llandudno Wales, and I just happened to see a barber shop I've been to before called Harry's. I noticed that they had a couple ring lights. I asked if I could pop in, film a bit of content, and he said, "Absolutely." They said, "What are you filming?" I said, "So I'm watching this vlog podcast featuring a lot of brands including Beardbrand. One of the lads who's actually just right over there, I don't know if you can hear the clippers, he's cutting hair right now, but it was Beardbrand that really inspired him and really taught him how to start cutting hair."
Lucas: In this episode I chat with Eric, who I've known for a few years now. He gave me some great advice. We talk about ways to make money online, what a great website looks like, what you should strive for, why he got off Amazon. That's actually a trend that we're seeing a lot of. There's a lot of brands looking to really own their marketing, own their customer relationships. The last thing we talked about is the power of brand, which as we see here, I'm from Toronto, Beardbrand's based out of Washington and Austin in the US. Here in the United Kingdom, he's inspired others to get into the male grooming industry. That's the power of a brand that goes so far beyond any sort of a financial or monetary gain and really going into the legacy. Enjoy.
Lucas: I'm with the Beardbrand founder, Eric Bandholz. If you're watching this video, you've probably seen Beardbrand either on Reddit on the internet, in the shop [inaudible 00:01:30] on Shark Tank, everywhere. I've been following Eric for a long time before I launched Treats Happen, Eric actually did a site review and gave me some great feedback, which I still take to heart today. What I share with a lot of people in that was would you buy from this website? Does this website look like something that you would purchase from?
Lucas: Also, we were trying to do little $1 add on products. You pretty much told me fuck that shit. You're working really, really hard to get people to your website and they'll put in their credit card to buy something with that's a dollar. They get five bucks or 10 bucks, you're not losing money on that. It's really just that add on item. You throw it in as a bonus if they come back later. They like it, especially when you're first starting out. Thanks so much for those tips. I have a whole bunch of questions. Let's start off with the typical blog format. What's sort of one thing that you'd done with your brand lately that really helped you out that any other merchant could kind of take and replicate with themselves?
Eric Bandholz: Yeah, I mean for us it's the most important thing that we do is focus on our brand and our core values and what we're trying to do and bringing it back to the mission. We're very mission oriented and by having that mission it allows us to focus on how we create emails, how we write blog posts, how we write social media tweets, and things like that and how we engage with our customers, improve customers.
Eric: Probably the most exciting thing that's going on right now is our SMS program. Customers who buy from us, they have the option to opt into text messaging. When they opt in, we'll send them a text message that says, "Hey, thanks for your order. We provide style consulting. Take a picture of a selfie. Send it to us and we'll tell you how to do your hair and beard."
Lucas: Oh, that's awesome.
Eric: Yeah, so we want to do more customer value add to our customers right now and really kind of create this moat around our customers.
Lucas: That's really fun. If you're thinking out loud, you could almost do that with anything. If you buy a poster, "Hey, send a picture of your living room and we'll show you the best place to hang it or whatever else."
Eric: Oh, yeah.
Lucas: That's really cool. The other thing that we've chatted a little bit about on Friday night was moving away from Amazon, which I've seen a lot of brands kind of trying to do under the radar. We used Amazon the most as our abandonment strategy. If people just want a single unit, but I mean if you can share what happened when you came off Amazon and really why you have that disdained for Amazon.
Eric: Yeah.
Lucas: Don't hold back.
Eric: Okay.
Lucas: You can swear. You can do whatever you want in the video.
Eric: Yeah. Yeah. I'm not too fond of Amazon. The strategy I just talked about, what we think about in house is a consumer is considering Amazon as a valid option and to really compete against Amazon, you have to figure out what can you do that Amazon can't do? One of those is customer value adds. Last year at the beginning last year we actually pulled off Amazon. Everyone told us that that's the worst decision. You just make so much money on Amazon. By not being on Amazon, you're a fool, but we actually saw an increase on their sales significantly on our website by pulling off Amazon. What I think was happening was people would shop on Beardbrand. They would go to Amazon and buy. Then on Amazon, Amazon would recommend generic brush or comb, so our AOV on Amazon is 25 bucks, whereas our AOV on our website's 50 bucks.
Lucas: You're not paying the 30% Amazon referral.
Eric: Yeah. Then we don't have to manage a different channel, manage listings, worry about black hat people, or fake reviews, and all that stuff.
Lucas: Yeah. Yeah.
Eric: Amazon is getting the data on your sales and if you're successful enough brand, they're eventually going to make their own product, AmazonBasics and rip off your product and push their product ahead of yours.
Lucas: Yeah.
Eric: There's a lot of risk as to building your business on somebody else's back. I've just always been a big fan of being in control of our destiny and our future. It's a lot harder. It's harder to drive traffic to Beardbrand.com, but once you start doing it, it makes it a lot more stable. I sleep really well at night.
Lucas: Yeah. My last question on that is, you are probably one of the first, if not the first, really making beard oil a common product that men like us need.
Eric: Yeah.
Lucas: How have you dealt with the increased competition of both just more supply out there for customers, but also lower quality driving down prices, so people might not want to pay 29 or $39 for your product when they see it for 14.99 elsewhere?
Eric: No matter what business you have, you're going to have competition. Even if you don't have competition, then your competition is typically ignorance towards your product.
Lucas: Yeah.
Eric: We always knew there was going to be competition and subsequently I can't control the compensation. I can't control what they do. All I can control is what we do.
Lucas: Yeah.
Eric: We just focus on our customer and how we can bring value to our customer's lives.
Lucas: I like that. Build trust.
Eric: Yeah. Yeah. We've got, in my opinion, the best product. With the best product, there's always room at the top.
Lucas: Even, like you were saying, the utility bar, I'm sure people look at and say, "Oh, it's just a bar of soap." They don't realize there's no palm oil. There's three years of research and development that went into that product.
Eric: Yeah. You don't have to worry about TSA and the liquid. Our utility bar, it works on your hair. It's a shampoo. It's a beard wash, body wash. You can use it as a shave soap as well, so you can keep tidy in all one product and just travel light. I mean we've tried to make products that aren't available on the marketplace and sand out. Maybe they don't want to appeal to everyone and that's okay. You know, we're not trying to be the next Proctor and Gamble. We're not trying to be L'Oreal. We're not trying to appeal to everyone. We're trying to appeal to our customers who are looking for these types of products.
Lucas: Well, on that note, I normally keep these at two, three minutes. We're over seven already, so I really appreciate it.
Eric: [crosstalk 00:06:55].
Lucas: My arms are getting sore, so I'm going to have to wrap this one up. Thanks so much for being a part of it and I'm glad that we could finally meet in person.
Eric: Yeah, thanks for having me.
Lucas: I actually mention the product in this vlog with Eric, the utility bar. I'm on the road all the time. I've been on the road sort of 36 of 58 days, almost two thirds of my time is travel. Love that the utility bar is great, hassle-free, can be used for a lot of different things. Actually, the best leather I've ever had in a soap, so I'm going to give away a three pack of those. To enter to win, leave a comment below where we were seeing this video. Maybe take a friend, or if you're listening to the podcast, take a screenshot of your review. Send it to me in an email, lucas@gorgeous.io. That's gorgeous, like the philosopher, not my gorgeous good looks. Enjoy
A lack of proactive communication and resources from businesses largely causes WISMO. The best way to reduce WISMO is to provide self-service resources like a chat widget with automated responses and a shipping policy page allowing customers to track orders and find solutions.
WISMO (where is my order?) is the most common question in ecommerce, accounting for 18% of incoming requests on average, according to Gorgias data.
While WISMO requests are common, too many of them signal an un-optimized customer experience and cause real consequences:
Longer first response times for all requests, due to a cluttered inbox of WISMO requests
Frustrated customers that don’t want to wait for an answer to this simple questions
Overloaded customer service teams who don’t have energy for more important questions
By developing a strategic plan to manage WISMO requests that includes automation and self-service resources, ecommerce businesses can cure overflowing inboxes and provide better customer experiences.
Below, learn how to develop your own strategy to stop WISMO requests before they ever turn into support tickets.
What is WISMO?
WISMO is an acronym that stands for “Where is my order?” It’s a common question customers often ask after making a purchase.
The answer to this question depends on the status of the customer’s order:
Order received, not yet shipped
Order shipped, in transit
Order delivered
Order lost
Common WISMO requests along the customer journey
WISMO queries can look like…
“Where is my package?”
“Why hasn’t my order arrived?
“When will you ship my order? I haven’t received it.”
“What happened to my order?”
“Give me updates about my order.”
“Have you lost my order?”
“I’m still waiting for my order.”
“Please ship my order as quickly as possible.”
“I need my order to arrive today.”
A customer may reach out to you with a WISMO inquiry via phone, email, SMS, live chat, chatbot, or social media (direct message or through post comments). However, customers tend to reach out only if:
You don’t provide a confirmation email with tracking information after purchases
They don’t know the estimated delivery date
They have issues with tracking their order using the code you’ve provided
The shipping date has passed or their order never arrived (without an update)
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Why you should care about WISMO
The moment a new customer clicks “Submit” on a checkout page, they’ll start thinking (a lot) about their order. According to Forbes, the average customer checks the status of their order 4.6 times.
If a customer doesn’t hear anything about their order from you or has to wait too long for an update, they’ll likely get anxious and send you a WISMO request.
Apart from that, there are additional reasons you should pay attention to WISMO calls:
33% of consumers across all markets have made a complaint to a retailer about delivery. Approximately 69% say the ability to track orders is one of the top three considerations when buying a product online. (Metapack)
2 out of 5 US online customers say they are much more likely to buy when they have visibility into delivery dates in advance. As for delays, 70% of customers are less likely to shop with the retailer again if an item is delayed and the retailer fails to inform them about the delay. (Forrester and Bizrate Insights)
83% of customers said convenience is more important now than 5 years ago. They want convenience in finding and researching products, comparing prices, checking inventory and shipping methods, and more. (National Retail Federation)
73% of customers will consider switching to a competitor after one negative customer service experience, adversely impacting customer loyalty and creating a ripple effect of challenges for a business. (The Northridge Group)
4 causes of WISMO
A surge in WISMO requests is a result of both internal and external factors, primarily rooted in a lack of communication and insufficient systems. Here are four internal and external causes to help you address and mitigate WISMO tickets.
Internal causes of WISMO
Addressing the internal causes of WISMO tickets is crucial if you're looking to enhance your order tracking and customer communication processes. Here are two key internal reasons for WISMO tickets:
Inadequate order management systems: Outdated or inefficient order management systems can lead to inaccuracies in order tracking. This leads to customers seeking reassurance about the status of their orders.
Poor cross-team communication: When there is a lack of effective communication between teams like logistics, customer service, and inventory management, it can cause delays in order processing and delivery. Since customers are unaware of these internal issues, they request for WISMO information.
External causes of WISMO
External factors are often beyond your business' direct control but can be managed through proactive measures. Here are some external reasons for WISMO tickets:
Lack of real-time tracking information: If your order tracking system lacks real-time updates, customers may be left in the dark about the exact location of their packages. As a result, they submit WISMO tickets to discover their order status.
Shipping carrier delays: External shipping carriers can encounter unexpected delays due to weather conditions, customs issues, or other unforeseen events. When customers experience shipping delays, they directly ask the merchants for clarity.
When you identify both the internal and external causes of WISMO inquiries, you can take proactive steps to decrease their occurrence and improve the overall customer experience.
What is the real cost of WISMO?
Most ecommerce merchants are aware of WISMO and the support costs associated with handling tickets, but not all of them understand the true cost of leaving all WISMO requests to a human.
1) When a human agent responds to the WISMO request
When customers send WISMO requests to your human team, you’ll end up paying the most due to the cost of a human agent searching for the answer and responding manually. In this case, you’ll have to pay for the price of one ticket and customer support agent labor, which comes out to an estimated $12.
Here’s the math:
Price of one ticket: Between $0.18 and $0.40
Customer support agent cost per hour: About $30
Working hours per day: 8
Average # tickets answered per day: 20
The labor cost of one ticket: ($30*8)/20 = $14
What a WISMO request costs you: From $12.18 ($0.18 + $12) to $12.40 ($0.40 + $12)
Imagine you have 1,000 orders per month and receive 150 WISMO requests. Each month, you’re paying $1,860 (150*$12.40) just to answer questions about order status.
Let’s say you’ve created an automated response for WISMO in Gorgias using a Rule, or an automatic reply with a helpdesk like Gorgias. When a customer asks, “Where is my order?,” they’ll receive an automatic answer with personalized details about their order status without any human intervention.
In this case, what WISMO request costs you is the price of one billable ticket in your Gorgias helpdesk, which is between $0.18 and $0.40, depending on your plan.
Most brands wince at the words “automated answer,” and for good reason. Some brands overuse automation, providing a frustrating customer experience. But customers would much rather have this information instantly available than wait for a “human touch.” And if your human agents spend all their time on these simple questions, they won’t have time or energy for tickets that actually need a human touch.
Jewelry brand Jaxxon has found success implementing automation into its customer support:
“I was very apprehensive about using automation, but we're really liking it! I've tested it out myself as if I'm a customer, and it's really a smooth process.”
— Caela Castillo, Director of Customer Experience at Jaxxon
3) When the customer gets an answer via self-service
This is the cheapest option for your business and the most convenient option for your customers.
When you’re able to deflect WISMO queries with self-service, your cost will be $0! If you can direct people to real-time order tracking in your chat widget, Help Center, or FAQ page, you ensure that customers get an answer before a ticket gets created and your support team can focus on the people with more complicated issues.
When people ask for a status update on an order, they’re looking for a simple information exchange — not friendly conversation. Most likely they’re looking for an immediate answer without having to type up an email and wait for a response.
If your agents are busy responding to simple WISMO tickets, they won’t be available to provide the human touch on tickets that actually need it. Plus, customers can always ask follow-up questions via email, chat, or phone if they really need more information.
4 ways to reduce WISMO requests
Most customers send in a WISMO inquiry because they’re concerned about their order. The best thing that customer service teams can do to reduce the number of these requests is to provide order status information proactively.
1. Enable a self-service portal for order tracking
In Gorgias, you can enable the self-service portal feature on your chat widget and Help Center to quickly resolve WISMO requests. This feature allows your customers to check their order status, package tracking number, and shipping details on their own. They can also request a cancellation or return, and report issues about their order — all without having to type up a message.
This strategy has proven effective for the Jaxxon team. “Chat used to be a support tool for repetitive questions and problem solving,” says Caela. “But now self-service takes care of that for us. Within a month of launching self-service, we’ve seen that our live chat (billable chat tickets) went down by 17%.”
Businesses can also provide this self-service order tracking via a help center. For example, shoe brand ALOHAS offers a “Manage your orders” section at the top of its help center with Gorgias.
2. Automate shipping updates at each post-purchase stage
Just showing delivery estimates on your website isn’t enough. You should also keep customers posted on their order fulfillment status at each post-purchase stage to ensure a smooth delivery process and a positive delivery experience. You can automate delivery update emails within Shopify if you have a Shopify store.
Start with these:
Send an order confirmation email notification: Let a customer know you’ve received their order and will start processing it.
Provide a branded tracking page: Use third-party shipping and fulfillment apps like AfterShip to create a branded tracking page. Doing this is a great way to control the number of WISMO requests, create a better order tracking experience, and maintain your brand consistency.
Send packing and delivery notifications: Inform the customer when you complete the packaging and start shipping orders to increase their trust.
Send delay updates: If there is any delivery delay, tell your customer. Being proactive and giving an honest update will keep them satisfied with your post-purchase experience.
3. How to use automated responses to handle WISMO requests
If customers do send you a message about the status of their order, they expect a quick response from you. To fulfill their expectation, you can accelerate your responsiveness by using customer service automation to deliver an immediate response.
In Gorgias, you can create automated responses for WISMO requests no matter if order tracking is available or not. Here’s how:
1. When Tracking is Available
Step 1: Go to Settings > Rules > click Create a new rule that will send an automated response to your customer.
Step 2: Do the following:
Select WHEN -> Ticket created as a trigger.
Click THEN, and select an IF statement.
Select message intents -> name -> contains all of -> shipping/status.
Click again on the IF button, and select AND.
Choose date of last order (Shopify variable) -> Less than -> 20 days ago.
Click again on the IF button, and select AND.
Choose last order tracking number -> IS NOT EMPTY.
Step 3:
Click THEN, select Set Status as an action > closed to automatically close all tickets with this subject.
Click THEN again, select Add tags > type Order status/auto-reply.
Click THEN again -> choose Reply to customer as an action -> type your message. Your answer can be like this:
Hey {{customer first name}},
Get excited! Your order {{number of last order}} is on its way to <address 1, address 2, Zip code, city, province>.
Here is the latest: {{ Tracking URL of last order }}
{{ Tracking number of last order }}
Let us know if you have any other questions.
Step 4: Click Save rule and activate the rule.
2. When Tracking isn’t Available
Sometimes, the delivery status for orders on the order status page hasn’t been updated. Reasons can be you haven’t shipped the order yet, or your courier doesn’t support real-time tracking.
In this case, you can create the following rule to send an automated answer to your customer’s WISMO request.
Step 1: Go to Settings > Rules > click Create a new rule that will send an automated response to your customer.
Step 2: Do the following:
Select WHEN > Ticket created as a trigger.
Click THEN, and select an IF statement.
Select message intents -> Name -> Contains all of -> shipping/status.
Click again on the IF button > AND.
Choose last order fulfillment status -> IS NOT > fulfilled.
Click again on the IF button > AND > message intents > DOES NOT CONTAIN ANY OF > type exchange/request and order/change.
Step 3:
Click THEN, select Set Status as an action > closed to automatically close all tickets with this subject.
Click THEN again, select Add tags > type Order status/auto-reply.
Click on THEN again -> choose Reply to customer as an action -> type your message.
Your answer can be like this:
Hey [customer first name],
Working hard to fulfill your order, please check here for now: .
Here’s your order number .
Keep an eye on a tracking email soon!
Step 4: Click Save rule and activate the rule.
If you subscribe to the Automate product, you’ll get access to autoresponders managed by the Gorgias team, so you won’t have to set these Rules up yourself:
4. Be transparent and upfront about your shipping policy
A clear shipping policy helps you proactively set the right customer expectations around shipping times and costs. It’s also useful to reduce support tickets because customers can find the answers to their shipping questions themselves.
When you maintain an open dialogue with customers, you give them more confidence to buy from you. They’ll trust you, talk about you on social media, and keep coming back to your store.
Your shipping policy should include information about order processing time, estimated delivery time, potential service interruptions, and disclaimer. You can display this policy on product detail pages, cart pages, FAQs page, or help center, for example:
Since the wake of the Covid-19 pandemic and supply chain issues, many online stores have set up a dedicated page for showing how they’re handling shipping. They also inform shoppers by displaying the information on a website announcement bar or popup.
Here’s an excellent example from Go-To Skincare:
You should also always link to an order tracking portal within all order confirmation emails so that customers can self-serve checking in on order status.
And, as an alternative to sharing the order number front and center in the confirmation email, consider putting “track order” that links to your self-service order tracking portal. You should still share the order number, but provide an even more prominent call to action to track orders on your website rather than your carrier's (like FedEx or USPS).
Automate WISMO to save time for higher-impact projects
Proactively solving for WISMO requests with automation and self-service can help you reduce customer service costs, increase customer satisfaction, and improve your support agents’ performance. That was the case for the ALOHAS team.
“Since we started to fully leverage Automate, overall, 56% of chat tickets are handled by self-service.” — Annalisa Micalizzi, Manager of Global Customer Service at ALOHAS
While voice support may feel like an “outdated” channel in the age of live chat and social media, this tells us that ecommerce support teams are increasingly finding value in offering it to their clients.
Here are 4 benefits of adding voice support to your ecommerce store:
You can achieve faster first response times and faster resolution times.
It’s easier to express empathy with customers.
Having a phone number builds trust and brand quality.
It makes your support more accessible.
You can achieve faster first response times and faster resolution times.
Phones are an immediate communication channel, so it’s not surprising that adding voice support can boost your first response time. What we weren’t expecting, however, was by how much:
Our customers with phones have a first response time that’s 7x faster than merchants that don’t offer voice support. (30 minutes compared to 4 hours.)
What’s even more important to note, however, is that adding voice support doesn’t decrease resolution time (like many support managers fear). In fact, it makes quite a positive impact:
Our merchants using phones have an average resolution time that’s 34% faster than customers who don’t.
So not only does this channel help you respond to customers faster, but it helps you resolve their issues faster. That means your team can work more efficiently and spend up to 66% less time resolving each ticket. (Imagine how that could help increase your store’s revenue!)
It’s easier to express empathy with customers (which can lead to better Satisfaction scores).
Talking (literally) to shoppers and hearing their tone of voice is the best way your agents can adjust their responses to create a great customer experience.
While you can do your best to read clues in email and chat, it’s always going to be easier to match the customer’s tone when actually listening to them on the phone.
And when your agents can express empathy and solve the problem accordingly, you’ve got a better chance at getting that 5-star review and positive customer feedback.
Our customers using phones have an average Satisfaction score of 4.56 out of 5.
While that score also depends a lot on your support agents and their personal approach to customer service, there’s no denying that actually speaking to clients is helpful for both parties in those moments.
Having a phone number builds trust and brand quality.
Especially if you sell high-end products or have VIP customers (like wholesalers buying in bulk), having a phone number adds a level of legitimacy to your business.
Since most online stores don’t immediately add phones as a support channel, it will stand out to customers when your shop does offer voice support.
Phones add a sense of maturity to your business (and especially if you’re using an integrated solution like Gorgias Voice), there’s not much cost involved to elevate the status of your store like this.
It makes your support more accessible.
While the internet has come a long way over the years in terms of accessibility, the truth remains that phone support may be an easier and more comfortable contact method for some of your customers than digital channels.
Test your live chat experience with a screen reader, for example. What’s the experience like? (And how does it compare to dialing a phone number and talking verbally to someone?)
If there’s a chance that voice support is more approachable for a part of your customer demographic, you’ll create a better shopping experience for them by adding a phone line.
Now that you know the benefits of phone support, how do you actually add it?
The first thing you’ll need to decide is who on your team will actually be answering the phones.
A few options to explore:
Having your existing support agents answer phones. This is best if your agents aren’t already too busy, or you have someone who’s particularly good at verbal communication.
Hiring a new agent(s). This is the situation many support managers find themselves in -- they want to add phones, but don’t feel like they have the right staff yet to manage it. Hiring someone new can help, but we also recommend following these tips to keep resolution times fast and phone processes efficient.
Outsourcing phone support. If you’re expecting a large amount of call volume and don’t feel you can internally staff the team to support it, outsourcing to a call agency is always an option. This can be expensive upfront, however, so it may be best to try one of the other options and consider this as a last resort.
Next, you’ll need to choose a phone platform.
If you’re adding our built-in voice channel to your Gorgias helpdesk, all you have to do to get started is log into your Gorgias helpdesk and create a new number (or forward or port an existing one, if you happen to have one already).
Our phone integration is included in all Gorgias plans, and unlike other providers, there’s no annual contract fee and no minimum seat requirement.
This makes it a great option for teams looking to add phones for the first time or who want to manage all communication channels in one place.
Plus, our ecommerce integrations save your agents time by displaying callers’ shopping history right in the helpdesk, so they don’t have to go searching for the last order, for example.
For more tips on how to create efficient phone processes and increase resolution time by 34%, check out this article.
Finally, once you’ve set up your team and chosen your provider, all that’s left to do is make your number visible.
If you’re offering voice support for all your customers, you might place it in the footer of your website or all transactional emails.
If you’re piloting voice support or using it exclusively for a segment of shoppers, you might save it for smaller email segments or place it only on dedicated landing pages just for them.
Wherever you decide to put your number, just make sure it's easily accessible and clearly visible so your shoppers can start calling, and your support team can start delivering even better customer experiences!