Manual QA is time-consuming—Auto QA does the heavy lifting. It frees up team leads by automatically reviewing conversations with accuracy and consistency, so they can focus on improving support.
Auto QA scores 100% of private text conversations, whether handled by a human or AI Agent. It evaluates support quality based on Resolution Completeness, Communication, and Language Proficiency.
Auto QA supports multiple languages but provides feedback in English. It can assess tickets in any language supported by OpenAI’s GPT-4, ensuring global teams can benefit from automated QA.
Start with individual meetings before a team-wide rollout of Auto QA. One-on-one conversations help address specific agent concerns and ensure a smooth transition.
Customer satisfaction scores (CSAT) have long been the go-to metric for measuring support quality, with 53% of customer experience leads relying on them. However, CSAT only tells you part of the story.
When customers rate their experience 3 out of 5, what does it really mean? Did they rate the agent’s actions or the company’s policies? Was an agent helpful or inefficient? Did they take unnecessary steps to get to the answer?
Quality assurance checks can fill these gaps, but manual QA is a heavy lift. Team leads often struggle to review more than a small sample of conversations, leaving many issues unchecked.
Auto QA redefines quality assurance for today’s support teams. It transforms QA from a manual task into an automated feedback engine that helps your team deliver excellent support, every single time.
Let's dive into how Auto QA works, how accurate its scoring is, and how you can add it to your support workflow to start improving customer conversations today.
What is Auto QA?
Gorgias Auto QA upgrades the customer service QA process by automatically evaluating 100% of private text conversations, whether handled by a human or AI Agent.
Each message is scored on metrics like Resolution Completeness, Brand Voice, and Accuracy, helping teams fix and address areas of improvement.
With an automated QA process, brands can:
Save time: Automated quality checks help team leads focus on the most critical tickets.
Ensure consistency: Both human agents and AI agents are evaluated with a unified, comprehensive quality score.
Boost performance: Agents can receive targeted coaching to provide more consistent customer experiences.
Meet customer expectations: Customers benefit from higher-quality support with quicker resolutions and accurate responses.
How Auto QA works
Let's explore a real-life scenario: A customer reaches out about a product issue, seeking troubleshooting help. Here’s how the interaction unfolds:
Customer: "Hi, my device broke, and I bought it less than a month ago. -Kelly"
Support Agent: "Hi Kelly, please send us a photo or a video so we can determine the issue with your device. -Michael"
The ticket is eventually closed, but the customer doesn't leave a CSAT score.
In this case, Auto QA would provide the following insights:
Communication Score: 3/5. Reason: The agent's wording could benefit from more empathy.
Resolution Score: "Complete". Reason: The agent effectively addressed the customer's concerns.
Access Auto QA right within the ticket view. Find it on the right-hand side of customer conversations.
How accurate is Auto QA’s scoring?
Auto QA uses a comprehensive scoring system that evaluates conversations on communication proficiency and knowledge accuracy.
To ensure accuracy, Auto QA only scores interactions with at least 250 characters and messages from both agents and customers. It's also smart enough to filter out automated responses, spam, and bot messages.
Auto QA automatically scores three main aspects:
Resolution Completeness: Did the agent solve everything the customer asked about? This area is scored with a "Complete" or "Incomplete.” For instance, it correctly marks a ticket as "Complete" when a customer resolves their issue or when there's no clear question to address.
Communication Quality: How well did the agent listen and show empathy? Uses a 1-5 scale, looking at how well your agents acknowledged a customer’s concerns and communicated the solution.
Language Proficiency: Did the agent communicate properly? Uses a 1-5 scale to check spelling, grammar, and syntax.
For deeper feedback, certain criteria require manual scoring from team leads:
Accuracy: How accurate was the information provided by the agent?
Efficiency: How quickly did the agent handle the ticket? How well did they minimize the number of follow-ups?
Internal Compliance: How closely did the agent follow your team’s internal processes and brand guidelines?
Brand Voice: How well did the agent use brand vocabulary, greetings, sign-offs, and tone of voice?
Improve Auto QA scoring by clicking the triangle to expand each category and entering feedback into the textbox.
How to integrate Auto QA into your workflow
Whether you're just starting with quality checks or transitioning from manual QA, Auto QA can seamlessly fit into your existing processes. Here's how to get started.
1. Set your standards
What does “good” look like for your team? Review Auto QA's scoring system and decide which metrics matter most for your brand, from Resolution Completeness to Brand Voice. This will help you set realistic targets for your team to work toward.
Tip: Start by prioritizing a couple of areas. This could look like prioritizing a 5/5 Resolution Completeness score while deprioritizing Brand Voice. As your team gets comfortable with Auto QA, you can ramp up to improving Brand Voice.
2. Agree on a scoring system
Since some criteria—Accuracy, Efficiency, Internal Compliance, and Brand Voice—require manual scoring, it’s best to agree on how your team will use the scoring scale.
For example, each score from 1 to 5 receives a distinct piece of feedback. Here’s what that would look for the Efficiency criteria:
1/5 stars: Excessive back-and-forth that could have been avoided
2/5 stars: Resolution took longer than necessary due to poor process
3/5 stars: Average handling time with some unnecessary steps
4/5 stars: Quick resolution with minimal back-and-forth
5/5 stars: One-touch resolution
3. Prepare your agents
Start rolling out Auto QA through individual meetings with agents rather than overwhelming your team with a general training session. One-on-one conversations allow you to better address each agent's specific questions and concerns. Make sure to cover the following:
Explain that Auto QA is meant to help make conversations consistent, not police agents
Explain the scoring criteria and what each score means
Highlight which criteria agents should prioritize
If regular one-on-one meetings aren't part of your routine, consider introducing Auto QA during your weekly team meetings or through a dedicated training session. Just remember to leave plenty of time for questions and walk through multiple examples to ensure everyone is comfortable with the system.
4. Establish a review schedule
To solidify QA checks, create a simple routine for reviewing Auto QA insights with the Auto QA Report (navigate to Statistics > Auto QA).
Weekly: Do a quick check of automated scores.
Monthly: Analyze trends and patterns across conversations.
Quarterly: Review and adjust quality benchmarks.
Monitor the number of tickets Auto QA has reviewed, your average resolution completeness rate, and your communication score.
5. Act on insights
Once you’ve collected a substantial amount of Auto QA data, there are a few follow-up actions you can take to continue having high-quality conversations:
Set the example by sharing high-scoring conversations in your team meetings.
Coach agents individually by reviewing their tickets together. Celebrate high-scoring conversations and provide targeted feedback on areas for improvement. This immediate, personalized approach helps agents grow faster than general training sessions.
Increase product and policy knowledge by refining internal guidelines on brand voice, escalation processes, and more.
Remember, Auto QA works alongside your existing processes—it doesn't replace them. Start small, focus on the metrics that matter most to your team, and scale up as you get comfortable with Auto QA.
Brands are excited about the power of Auto QA
We invited leading ecommerce brands to beta test Auto QA, and their feedback highlights how it's transforming quality assurance across support teams of all sizes.
amika's support team values the complete visibility beyond CSAT: "Auto QA dramatically widens the volume of tickets we can review," they share. "A 5-point scale only tells you so much, and relying on consumers providing feedback limits what you're able to learn from."
Peachybbies' CX team enjoys real-time improvement: "Being able to give real-time feedback is pivotal, especially during peak times," their team explains. "Auto QA catches pretty much everything I'd want a human QA agent to catch."
OSEA Malibu's managers discovered operational insights: "It helps managers understand when a macro or process is leading to incomplete conversations versus when an agent made a mistake," their support lead shares.
Bring quality into every conversation with Auto QA
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 focusing on QA can gain a competitive edge. Book a demo now to see what Auto QA can do for you.
There are tons of CX metrics you could be tracking. But where you spend your time is crucial as a customer experience leader.
According to recent data, these are the top five CX metrics for you to prioritize and improve on in 2025.
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Why CX metrics are essential for success
Not tracking CX metrics is like putting a loaf of bread in the oven but leaving baking time to chance. Without a set timer, you could end up with an underbaked bowl of dough or a burnt mess. Unless you have a sixth sense, it’s going to be really challenging to end up with something good.
In the same vein, metrics provide clear parameters for success. Meet or exceed them and your team is doing well; fall short and you’ll be better equipped to identify pain points and solve them.
Measure success and ROI. By tracking KPIs like resolution time, first response time, and CSAT, you can gauge the health of your customer support program and potentially justify investments in CX initiatives in the future.
Identify customer and team pain points. Metrics help uncover areas where customers or your team is struggling. For example, high resolution times or low CSAT scores signal friction in the experience that you can address.
Create accountability within your team. When everyone on your team understands what success looks like, it aligns efforts and keeps everyone focused on shared goals.
Prioritize resources. Metrics guide CX leaders on where to allocate resources—for example, leveraging AI and automation to tackle repetitive tickets when ticket volume adds up or resolution times are getting high.
Get proactive. Metrics reveal trends in customer behavior which can help you predict customer needs and make proactive adjustments in your CX strategy. By monitoring customer sentiment and acting on feedback, CX leaders can create more personalized and positive experiences.
Tip 💡: AI and automation can be valuable sidekicks as you look to optimize and improve on metrics. That’s especially true for busy periods: in 2024, 70% of CX leaders relied on AI and automation during peak seasons.
70% of CX teams use AI and automation to handle support inquiries during the holiday season. Gorgias
Resolution time should be your main focus for 2025
In our 2024 customer expectations survey, we asked CX leads and agents which metric they used to track success. Here’s what they said:
Resolution Time (71%)
First Response Time (59%)
CSAT (53%)
Revenue or Sales Impact (41%)
Ticket Volume (41%)
Resolution time is going to be a key differentiator for your team this year. It should be your primary focus when it comes to optimizing different facets of your customer service strategy.
71% of CX teams used resolution time to measure success during the holiday season in 2024. Gorgias Customer Expectations Survey
Top 5 CX metrics for 2025 & how to improve them with AI
1) Resolution time
Resolution time is the average time it takes to resolve a customer request from start to finish.
How do you calculate resolution time?
To calculate resolution time, you’ll take the total resolution time within a set period and divide it by the total number of customer interactions your team tackled within that same time frame.
Average resolution time = Total resolution time in a defined period / Total number of customer interactions resolved in that period
How to use AI & automation to improve it
According to a 2023 study from Statista, 70% of support leaders noted that the customer support metrics that AI had the greatest positive effect on was resolution time.
You can use automation tools to send Macros to answer common questions, or leverage AI to interact as an agent via email or chat. The instant nature of these tools means that customers won’t have to wait in a queue for your team to get to them.
For example, Wildride implemented Gorgias's AI Agent to manage an influx of 1,000 tickets per week. After AI Agent took over 33% of email inquiries, the team saw a 24% decrease in resolution time. That allowed the team to focus on more complex issues, streamline their support process, and make their customers happier.
2) First Response Time (FRT)
First response time is the length of time it takes for a customer service team to send the initial reply to a customer inquiry.
How do you calculate first response time?
To calculate average first response time, take the total amount of time it took for your team to respond to initial customer requests and divide by the total number of tickets within a set time frame.
How to use AI & automation to improve it
Your team is busy––when they’re not tackling repetitive questions, they’re helping customers with complicated or high-effort requests. All of that work is going to bog down your FRT, especially during more buzzy periods like sales, new releases, or over the holidays.
By using AI to jump in to handle those more routine requests, you can significantly reduce your FRT and give your team time back to tackle more heavy-lift needs.
For example, AI Agent helped Glamnetic achieve a 91% improvement in first response time during Black Friday Cyber Monday (BFCM) 2024. They got FRT down from their pre-AI Agent time of eight minutes to 40 seconds.
Here’s what that looked like in practice:
AI Agent helped Glamnetic reduce first response time by tackling repetitive tickets like change of address requests. Gorgias
3) Customer Satisfaction Score (CSAT)
CSAT scores show how satisfied customers are with a product, service, or interaction, typically gathered through surveys.
How is CSAT calculated?
CSAT is calculated via a five-point rating scale survey sent to customers after a support interaction, where one is the worst experience and five is the best. While it can be calculated in different ways, at Gorgias the average of all survey responses is your CSAT score.
How to use AI & automation to improve it
When customers reach out for support, they’re expecting a fast response––regardless if they have an issue or are contemplating their next purchase.
That’s why using automation or AI tools to provide that lightning quick response, even if it directs shoppers to a self-service resource, can be extremely effective in raising CSAT scores. These responses could be sent by an AI agent that responds like a human agent would or an automated Macro built to fire off pre-crafted templates to common questions.
In luxury golf brand VESSEL’s case, customers felt that the AI responses were helpful and seemed on-par with the level of support they’d expect from a human agent.
“Our customers expect almost immediate responses, and so being able to automate that, even if it's not necessarily the exact answer that they're looking for, but being able to send over information to give them the reassurance that we're looking into it or trying to find an answer, whatever it may be, that's been a huge help to our team,” says Lauren Reams, the Customer Experience Manager at VESSEL.
4) Revenue or sales impact
The direct or indirect effect of customer service or business activities on generating sales or revenue.
How do you calculate it?
There are different ways to calculate revenue generated and the sales impact of customer support, and quantifying the indirect impact can be difficult. But generally, the formula looks like this:
ROI = [ (Money earned - Money spent) / Money spent ] x 100
Leveraging AI and automation can provide significant cost savings because it acts as an additional agent who can tackle repetitive questions, translating to money saved on the time it would take for human agents to manually answer those questions.
The results are tangible: by automating 48% of inquiries, Dr. Bronner's saved $5,248 in the first month, and $100K in the first year.
Jonas Paul Eyewear saw revenue influenced by AI Agent as well: the team tracked $600 of sales revenue directly to the tool after it effectively answered pre-sales support questions from shoppers.
AI Agent supports pre-sales questions by offering detailed responses, like which glasses would work best for a customer’s 8 year old son. Gorgias
5) Ticket volume
Ticket volume is the total number of customer service inquiries that a team receives over a specific period of time.
How do you calculate it?
The customer support tool you use will be able to calculate ticket volume for you, as it’s the total number of tickets that have come in within a set amount of time. If you don’t use a CX platform yet and are still using something like Gmail or Excel, you’ll perform this count manually.
How to use AI & automation to improve it
Set rules to trigger automated responses to common questions, or ask an AI agent to completely take them off your team’s plate.
Arcade Belts, for example, saw a 50% reduction in ticket volume by using Gorgias’s AI Agent.
How to get buy in to improve your CX program
Tracking CX metrics is valuable for more than just gauging your program's effectiveness. The more you improve upon your CX metrics, the more you can leverage them to prove your support function’s value within your company.
Tie CX to revenue. Show how improvements in customer satisfaction or repeat purchase rates directly impact revenue growth.
Show industry benchmarks. Compare your team’s stats to competitors or industry averages to demonstrate how well your support strategy is working.
Demonstrate your team’s impact on sales and retention. Use the metrics you’ve collected to show support’s impact on converting customers asking pre-sales questions and getting repeat customers.
Ask to expand your team’s budget. Pitch acquiring additional buy in and resources by presenting revenue generated, costs saved through tools like AI and automation, and happy customers created.
How to use metrics to evaluate AI performanceIf you want to transform customer experience for the long term, the AI tools you use should never be “set it and forget it” solutions. Just as you do with your human agents, you can use metrics to evaluate your AI agent to make sure it’s performing well. If you use Gorgias, you’ll find these metrics under the AI Agent dashboard.
Review AI Agent’s performance within the Statistics view. Gorgias If you’d like to change the metrics you see here, select “Edit Columns.”
Navigate to the ‘Performance’ section to switch out the metrics you track for AI Agent. Gorgias
It’s also easy to retrain your AI's performance by adjusting settings like Guidance, refining the internal documents it draws from, setting up brand voice, or creating a Handover topic list to escalate certain types of tickets to human agents.
Start tracking top CX metrics
Whether you’re new to being a CX leader or you’re a seasoned pro, tracking and improving on your CX metrics will help your team stand out among the rest. A key way to improve them is to leverage AI and Automation tools, and Gorgias is here to help you do it.
AI Agent on Chat automates up to 50% of chat conversations. It ensures customers get fast, context-aware answers, product recommendations, and seamless handovers to human agents when needed.
AI Agent goes beyond automated tools like Flows and article recommendations. Unlike pre-set FAQ flows or suggested Help Center articles, AI Agent can handle complex inquiries like modifying orders and providing personalized product recommendations.
Setting up AI Agent on Chat is quick. Brands can activate AI Agent with a few clicks, improving efficiency during peak seasons and reducing the need for follow-ups.
Updating AI Agent’s knowledge and behavior ensures the best customer experience. Businesses should refine their Help Center, set Guidance instructions, personalize AI Agent’s tone, and test responses before going live.
It’s clear that shoppers want answers fast—chat accounts for 20% of all customer support tickets.
The appeal is obvious: Chat is an easy-to-access customer service channel for quick questions and a convenient and subtle way to cross-sell complementary products.
But without the right chat tool, brands risk losing these valuable opportunities.
Introducing AI Agent on Chat, a conversational AI assistant that can automate up to 50% of chat conversations. This new feature upgrades chat by combining agent knowledge with superhuman efficiency and response times.
Now, customers can guarantee personalized interactions at any point of the shopping journey—whether they’re looking for a quick answer or a tailored recommendation.
With AI powering every interaction, one-to-one conversations become a seamless part of every customer experience.
Why Chat is better with AI Agent
Before AI Agent, customers reaching out through chat outside business hours had two options: following pre-set Flows (automated FAQ conversations) or browsing through suggested Help Center articles.
These features are great for quick answers to basic questions, but AI Agent takes support to the next level by handling more complex needs like modifying orders or offering personalized product recommendations.
With AI Agent in Chat, customers enjoy dynamic, real-time conversations available on multiple channels. AI Agent generates personalized responses that match exactly what customers ask for, automating 50% of chat interactions so agents get time back to upsell, create stronger relationships, and craft better experiences.
Upgrade your chat support from a basic Q&A tool into an intelligent assistant that handles customer inquiries 24/7. Here's how AI Agent makes that possible:
Real-time conversations
AI Agent responds within 15 seconds or less, offering fast responses that result in frictionless conversations. Unlike traditional chatbots, AI Agent also adapts to your brand’s unique tone of voice to enhance the customer experience and assure shoppers their questions will be taken care of.
AI Agent is context-aware and uses information from its knowledge sources to respond to customers in real time.
24/7 availability
Today’s shoppers expect instant responses regardless of time zone or business hours. AI Agent on Chat means customers get the help they need, when they need it. This availability leads to higher customer satisfaction and fewer abandoned carts.
Instant product recommendations
AI Agent understands context and customer intent. Whether a shopper needs help finding the right product size or changes their mind and wants to compare features, AI Agent customizes its recommendations for each person.
Intelligent handovers
Some conversations, like technical issues or complaints, need a human touch. AI Agent recognizes these situations and smoothly transfers them to the right agent.
Using Handover topics, you can choose which types of inquiries should go straight to human agents. Then, if AI Agent lacks the confidence to provide an answer or can’t locate relevant knowledge in its database, it automatically escalates the conversation.
Based on Hiver’s 2024 study, 62% of customers prefer live chat to other support channels. With AI Agent in Chat, agents can cut down average response times while customers get the answers they need in one conversation with zero wait times or follow-ups.
Easy setup
AI Agent on Chat is ready to use in a few clicks. Simply connect your Shopify store and Chat widget to AI Agent, and you’re ready to resolve questions asked by visitors and loyal customers faster than you ever have.
Capture the growing demand for live support
Chat is often a customer’s first touchpoint with your brand, whether they’ve just discovered your brand or are on their third order. Meet customer expectations by being available with AI Agent on Chat. The faster you can ease their concerns, the faster they can head to checkout.
Maximize team efficiency
AI Agent makes scaling support effortless, especially during peak seasons like Black Friday. While it handles repetitive support tickets like order status and shipping questions, your team can focus on high-priority tasks like requests from VIP customers.
Onboard, Automate, Observe, and Coach AI Agent to flawlessly integrate it into your team.
Eliminate the need for follow-ups
Drawing from knowledge sources like your Help Center and policy pages means AI Agent can often resolve inquiries within one conversation. No more unnecessary back-and-forths. Quick resolutions = happier and more loyal customers.
How to activate AI Agent on Chat
Ready to get started? Here’s how to activate AI Agent on Chat:
Click Automate in the top left menu.
Select your store from the sidebar, then click on AI Agent.
In the Settings tab, under Chat Settings, select one or more Chat from the dropdown menu.
Toggle Enable AI Agent on Chat on.
Select Save Changes at the bottom of the page.
Already use AI Agent for email? No need to set up Guidance and Handover topics all over again—AI Agent will behave the same way in Chat.
Best practices for setting up AI Agent on Chat
Get the most out of AI Agent on Chat by following these best practices.
1. Prepare and optimize your knowledge base
The Help Center is AI Agent’s brain. This customer knowledge database is the key to AI Agent’s accurate and on-brand responses. To ensure your AI Agent is as trained as your human agents, include important topics in your Help Center like shipping, returns, cancellations, and account management.
No articles yet? No problem! Gorgias has 20+ article templates for you to use and modify. Or, even better, check out the AI Library for AI-generated articles based on your customer tickets.
The AI Library recommends pre-written articles based on what your customers ask you.
2. Set restrictions with Guidance
AI tools perform best when you set limitations. A Guidance is the main way to control AI Agent’s behavior. It is a set of written instructions that outline how AI Agent should interact with customers, handle certain requests, and more.
We recommend publishing a Guidance on the top five questions you receive from customers.
Tip: AI Agent prioritizes Guidance above Help Center articles. Unlike Help Center articles, the content in your Guidance will not be customer-facing.
Access premade Guidance templates or make your own customer Guidance for AI Agent.
3. Personalize AI Agent's voice
The beauty of AI Agent is its ability to speak like one of your agents. Select from Friendly, Professional, or Sophisticated presets—or create a custom tone that aligns with your brand.
AI Agent’s tone of voice can be altered with preset voices or custom instructions.
Use test scenarios to see how AI Agent responds to common customer questions, such as order status, shipping questions, and return policies. To cover all your bases, test AI Agent as both a new and returning customer to make sure it delivers accurate responses no matter the customer's need.
Test AI Agent’s responses to ensure accurate answers.
5. Improve AI Agent’s behavior
AI Agent becomes smarter as it learns from you. Like a human agent, give your AI Agent feedback on its responses, from how it speaks, which topics it escalates, and what actions it takes in certain scenarios.
There are multiple ways to give AI Agent feedback on a ticket:
Mark AI Agent’s message or any of the resources it used as correct or incorrect.
Suggest that AI Agent use a different resource if a better or more correct piece of knowledge exists.
Report an issue to the Gorgias Product team.
AI Agent’s answers improve as you provide feedback.
Coming soon: Actions on Chat
Soon, AI Agent will be able to perform actions like accessing Shopify order details and executing third-party app actions, such as updating shipping addresses and order cancellations, directly in Chat.
Excited to deliver an elevated chat experience? Book a demo now to experience the power of AI Agent on Chat.
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See how Gorgias’s Shopify integration makes customer support easier—fewer tabs, faster replies, happier customers, and more revenue.
By Holly Stanley
0 min read . By Holly Stanley
Managing customer support as a Shopify store owner can feel like juggling too many tools at once.
Constantly switching tabs to look up orders, update customer information, or track returns wastes valuable time. Plus, it prevents your team from focusing on what really matters––delivering quick, personalized customer service.
Gorgias’s Shopify integration solves this. It keeps all your Shopify data in one place, so your team spends less time toggling tabs and more time helping customers. The result? Faster responses, better service, and more revenue.
Below, we break down the eight key capabilities of this integration, each paired with practical use cases to showcase its real-world value.
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1. View Shopify data in tickets
What it does: Shopify order data is displayed directly within support tickets, allowing agents to view essential details like order status, customer information, and transaction history without leaving the helpdesk.
Use case: An agent handling a “Where’s my order?” request can instantly check tracking information and update the customer.
The fashion retailer Princess Polly improved their customer experience team’s efficiency by using Gorgias's deep integration with Shopify. Agents can view and update customer and order data directly within Gorgias, eliminating the need to switch between multiple tabs.
Taking a streamlined approach led to a 40% increase in efficiency, an 80% decrease in resolution time, and a 95% decrease in first response time.
Customer order data, including their shipping address and product details, can be found directly in the ticket.
2. Perform Shopify Actions
What it does: Agents can update Shopify order and customer data with Shopify Actions right in Gorgias.
Key features:
Create a new order: Add existing products or custom items, apply discounts, modify quantities, add notes and tags, and choose to charge taxes. Then set the order as Paid or Pending and email the invoice to the customer.
Duplicate an order: Replicate an existing order and make adjustments as needed.
Cancel/refund an order: Cancel or refund orders by setting quantities to refund, specifying shipping amounts to refund, providing reasons for cancellation, restocking items, and notifying the customer.
Edit shipping address: Update the shipping address for an order.
Insert product links: Add product links or product cards from tickets so customers can add the product to their cart quickly.
Display the customer’s cart: View the exact items the customer has in their cart at the moment they reach out via Chat.
Use case: Agents can perform Shopify actions directly from Gorgias, such as adding products, applying discounts, updating quantities, or issuing refunds.
Agents can perform Shopify Actions like duplicate an order directly from Gorgias.
3. Embed customer-specific Shopify data in Macros
What it does: Create templated responses called Macros with dynamic Shopify variables to automatically incorporate customer-specific information.
Key features:
Dynamic variables: Macros can include variables that pull real-time data from Shopify, such as order status, tracking numbers, and customer details.
Automated actions: Beyond inserting dynamic content, Macros can perform actions like tagging tickets, setting statuses, or assigning conversations to specific agents. The automation streamlines workflows and ensures consistent handling of similar inquiries.
Use case: A customer inquires about their order. With one click, the agent uses a Macro that pulls in the order status and expected delivery date, creating a faster and more personalized response.
Take Try The World, a gourmet subscription service, needed a robust Shopify integration to handle an increasing volume of customer inquiries. By switching to Gorgias, they gained the ability to unify conversations and embed Shopify data directly into Macros. Now, agents could quickly generate personalized responses that included order details, tracking links, and customer-specific information.
Try the World’s support team’s efficiency skyrocketed, enabling them to handle 120 tickets per day, up from 80, and reduce response times to just one business day.
Shopify data lets agents create Macros, templated responses with personalized data.
4. Provide product information with Macros
What it does: Macros with embedded Shopify data let agents quickly and accurately share pre-sale information like product links, stock availability, and discount codes, helping to convert prospective customers into buyers.
Key features:
Dynamic Shopify variables in Macros: Agents can use dynamic variables to pull real-time product information.
Pre-built responses for common questions: Macros can include templated responses tailored for pre-sale inquiries, such as providing direct links to products or applying discount codes.
Use case: A customer asks if a specific product is available in their size and color. The agent can apply a Macro that automatically pulls the product's inventory details and includes a discount code, sending a response like this:
“Hi {{ticket.customer.firstname}}, Great news! The product {{ticket.customer.integrations.shopify.products[0].title}} is currently in stock in the size and color you’re looking for. You can check it out here: [Product Link]. Use the code WELCOME10 at checkout for 10% off your first order! Let me know if you have any other questions!”
How it helps:
Eliminates manual search and typing for agents.
Ensures accurate, real-time product information for customers.
Improves the likelihood of converting inquiries into sales.
5. Enable self-serve order management in Chat
What it does: Using Gorgias’s chat widget, customers can track orders or manage their purchases on their own with no agent assistance needed.
Key feature:
Order management automation: Customers can access real-time order information, including status updates and tracking details, through the chat interface. This automation reduces the volume of live chat inquiries by up to 30%.
Use case: A customer wants to check the status of their recent purchase. By accessing the Chat widget on your website, they can enter their email and order number and receive instant updates on their order's progress, including shipping and delivery information, without waiting for an agent's response.
How it helps:
Automates routine inquiries and frees up your support team to handle more complex issues.
Enhances customer satisfaction thanks to immediate responses.
Reduces the need for multiple communication channels, consolidating support interactions in one place.
6. Use Shopify variables in Rules
What it does:Rules paired with Shopify variables can automate various support tasks, such as identifying specific customer segments or tagging tickets, to boost efficiency and consistency.
Key features:
Automated tagging: Rules can automatically tag tickets based on specific Shopify data. For instance, you can set up a Rule to tag tickets from customers with high order counts or significant total spending as "VIP."
Prioritization of tickets: Rules can prioritize tickets that meet certain criteria, such as high-value orders or repeat customers.
Use case: A customer with a history of substantial purchases contacts support. A rule detects that the customer's total spending exceeds a predefined threshold and automatically tags the ticket as "VIP."
This tag can then trigger other workflows, such as assigning the ticket to a senior support agent or escalating its priority.
How it helps:
Improves customer experience by prioritizing high-value customers.
Maintains consistent service quality.
Rules let you identify VIP customers using Shopify variables.
7. Track revenue with reporting
What it does: Gorgias offers comprehensive reporting that allows you to measure how your support interactions influence sales.
Key features:
Tickets converted: Tracks the number of support tickets that led to a sale within five days of the ticket's creation.
Conversion rate: Calculates the percentage of created tickets that resulted in sales, helping you assess the effectiveness of your support team's interactions.
Total sales from support: Sums the revenue generated from orders associated with converted tickets, accounting for refunds and order adjustments to provide accurate figures.
These metrics are accessible under Statistics → Support Performance → Revenue in your Gorgias dashboard. You can filter the data by integration, ticket channel, tags, or specific time periods to gain detailed insights.
Use case: By analyzing Revenue Statistics, you can identify which support channels or agents are most effective in driving sales. For example, if live chat interactions have a higher conversion rate, you might allocate more resources to that channel.
Additionally, recognizing top-performing agents can inform training programs to elevate overall team performance.
For example, One Block Down, a Milan-based streetwear brand, struggled to manage a growing volume of customer inquiries across multiple platforms. By integrating Gorgias with Shopify, they centralized all customer interactions into a single platform, giving agents instant access to crucial information like order history and returns directly within tickets.
The setup allowed the team to measure the direct impact of their support efforts on revenue.
The result? An impressive 1,000% increase in support-generated revenue and a 1-hour average first response time. By connecting the dots between customer service and sales performance, One Block Down demonstrated how proactive, data-driven support can directly influence the bottom line.
How it helps:
Quantifies the revenue generated from support interactions.
Faster team optimization with data-driven insights.
Understanding the correlation between support interactions and sales can help refine customer service strategies.
Revenue Statistics highlight which support channels and agents are best at generating sales.
8. AI Agent integration
What it does:AI Agent automates Shopify actions like canceling orders, editing order details, and reshipping items.
Key features:
Cancel Shopify order: AI Agent can automatically cancel unfulfilled orders upon customer request, restocking the items and issuing a full refund. A confirmation email is sent to the customer once the cancellation is complete.
Edit order shipping address: When a customer needs to update their shipping address, AI Agent verifies if the order is unfulfilled, confirms the new address with the customer, and updates it in Shopify accordingly.
Replace order item: AI Agent facilitates item replacements in orders by confirming the item to be removed and the new item to be added, checking stock availability, adjusting payments if necessary, and sending an updated order confirmation to the customer.
Reship order for free: In cases where an order is lost in transit or arrives damaged, AI Agent can duplicate and resend the order at no additional charge.
Remove order item: If a customer decides to remove an item from their order, AI Agent can handle the removal, restock the item in Shopify, process the refund for the removed item, and notify the customer of the updated order details.
Use case: A customer realizes they've entered an incorrect shipping address shortly after placing an order. They contact support, and AI Agent promptly verifies that the order is unfulfilled, confirms the correct address with the customer, updates the shipping information in Shopify, and sends a confirmation email—all without human intervention.
How it helps:
Automating routine order management tasks reduces the workload on human agents.
Quick and accurate responses to order modification requests lead to a better customer experience.
Automated processes ensure consistency and accuracy in handling order changes, reducing the likelihood of human error.
Using Gorgias’s AI Agent you can customize multiple Shopify actions with Gorgias.
"Since day one, Gorgias has been dedicated to helping ecommerce brands deliver exceptional customer experiences. We started with a helpdesk to centralize support, then introduced AI Agent to instantly resolve support questions,” says Romain Lapeyre, CEO of Gorgias.
“Now, we're taking the next leap forward with an AI Agent that powers the entire customer journey—anticipating buyer needs, boosting sales, and automating high-quality support. Today, I'm happy to announce Gorgias as the Conversational AI platform for ecommerce.”
Gorgias’s Conversational AI platform will let teams provide fast, scalable, and cost-effective support while helping them drive revenue growth. From automatic order changes and refunds to product recommendations and cross-sells, brands will be able to flawlessly combine their support and sales efforts.
The end result is an AI-powered customer journey where every customer interaction feels complete, personal, and connected, both before and after purchase.
Questions in Chat, resolved in seconds
Last year, we introduced AI Agent for email.
Some brands call their AI Agent Lisa, some call it Wally, and most treat it like a real member of the team. But this reliable support sidekick was only available to answer customers on email—until now.
Get ready for instant responses that tackle support inquiries of all sizes. Now, your customers can enjoy fast responses that keep their shopping experience as smooth as possible.
On top of improving first response times, AI Agent can play an even more critical role in unblocking sales, suggesting products, and driving upsells and cross-sells.
With responses sent in 15 seconds or less, brands can delight customers with near-instant resolutions.
AI Agent can autonomously respond to customers on email and chat.
Let your AI Agent take action
Actions let AI Agent perform customer requests on behalf of your support team. This includes changing shipping addresses, fetching fulfillment status, canceling orders, adding discounts, and more.
You can use a library of pre-configured Actions for popular apps like Shopify, Rebuy, Loop, and more. And you don’t need any technical skills to set them up.
With almost half of queries requiring some kind of update, Actions is your go-to for complete resolutions so you can get more accomplished.
AI Agent can perform actions on ecommerce apps, right from the Gorgias platform.
Quality built into every support ticket
Quality checks have traditionally been manual, time-consuming, and inconsistent. Our brand new Auto QA feature changes that by automatically scoring 100% of conversations on resolution completeness and communication quality—whether from a human or AI agent.
With Auto QA, team leads can:
Scale quality consistently and easily. Both human and AI agents follow the same quality standards, allowing for consistent, high-quality customer experiences.
Coach smarter. Use real-time QA ratings in tickets to give agents targeted feedback.
Track team performance. The dashboard highlights metrics by agent, showing what’s working and where to improve.
Receive automatic QA checks on all customer conversations with Auto QA.
Gain clarity on your AI Agent’s impact
Support teams should be in complete control of their AI. That’s why the AI Agent Report and AI Agent Insights were created—to help you know exactly how your AI Agent is performing and contributing to your customer service operations.
The AI Agent Report provides full visibility into AI Agent’s performance, covering metrics like First Response Time, CSAT, and one-touch ticket resolutions. Fully integrated into your Support Performance Statistics dashboard, the report includes:
The percentage of tickets automated by AI Agent
The number of tickets closed by AI Agent
Success rates for one-touch resolutions
How satisfied customers are with AI Agent’s responses
Monitor AI Agent’s performance with a glimpse into metrics like automation rate, closed tickets, and customer satisfaction.
AI Agent Insights takes it a step further. It analyzes AI Agent’s performance data and provides you with a dashboard of recommendations, including potential automation opportunities, popular ticket intents to optimize, and knowledge base improvements.
Find out which areas of your support workflow could benefit from automation with AI Insights.
Meet your new AI sales assistant
Soon, we’ll be expanding our AI capabilities with the launch of AI Agent for Sales, a tool designed to assist customers on their shopping journey.
AI Agent for Sales helps brands boost their sales capabilities through smart product recommendations, on-page checkout assistance, and personalized conversations. Now it's easier to reduce cart abandonment, suggest complementary products to boost average order value, and overcome pre-sale objections.
This new tool will bridge the gap between marketing and CX, ensuring brands can scale personalized interactions 24/7 without increasing headcount.
AI Agent for Sales is coming to chat soon.
Looking ahead with conversational AI
As we continue to innovate with conversational AI, our focus remains on helping you succeed.
By combining smarter tools with valuable insights, we’re creating opportunities for you to put your customers first and build deeper connections at every touchpoint.
Join us as we pave a new way for the future of ecommerce.
Help your CX team deliver better service with AI quality assurance for fair feedback and consistent customer support.
By Christelle Agustin
0 min read . By Christelle Agustin
TL;DR:
The landscape of QA is moving from manual to AI-powered, where AI can analyze every customer interaction, uncover patterns, and suggest data-driven changes at scale.
Automating QA allows ticket reviews to be routine. This means customers will always receive high-quality support.
Every customer interaction is reviewed with AI QA — not just a sample. This gives support leaders full visibility into performance and service quality.
AI QA saves time and improves agent and AI Agent feedback. By automating ticket reviews, agents receive instant, unbiased feedback, and leaders can focus on big-picture CX improvements.
But answering tickets isn't enough. Responses must also be high-quality, whether from humans or AI. And while customer satisfaction (CSAT) is the standard measure of how successful these interactions are, they have major limits.
CSAT scores don’t tell the full story about whether agents were helpful or if they used on-brand language. These gray areas in quality lead to missed sales, higher return rates, and frustrated customers during peak periods.
AI quality assurance (QA) is changing that. In this article, we’ll see what QA looks like today, how AI can simplify the process, and how CX teams can use tools like Auto QA to improve quality across all conversations.
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Traditional customer support QA is falling by the wayside
Today, QA in customer support is a largely manual responsibility. Customer conversations are reviewed by CX team leads to ensure customer satisfaction and identify areas for agent coaching. Team leads evaluate agent responses against a checklist of best practices, including the proper use of language, product knowledge, consistency, and helpfulness.
However, reviewing tickets takes a long time.
QA is important, but it's hard to prioritize when customers are actively waiting for help with refunds, urgent order edits, or negative reviews. And when CX teams are under-resourced and short-staffed, it’s easy to put QA on the back burner.
What’s more, as AI plays a bigger role in responding to customers, quality assurance must evolve to ensure the quality of AI-generated responses, not just human responses.
Over time, the lack of QA in CX can hold back support teams for three reasons:
Delayed feedback makes it harder for agents and AI tools to improve.
Leaders have less time to train agents and refine workflows.
Inconsistent service risks losing customer trust and loyalty.
What is AI-powered QA in CX?
AI-powered quality assurance (QA) uses AI to automate the process of reviewing customer interactions for resolution completeness, communication, language proficiency, and more.
Instead of team leads spending hours manually sifting through tickets, AI takes over and evaluates how well tickets were resolved by agents.
Shifting this traditionally manual work to an automated process pulls teams out of the weeds and into more beneficial work like speaking to customers and upselling.
Manual QA is prone to inconsistent checks and fewer tickets reviewed compared to AI-powered QA.
With AI QA, routine ticket reviews are not just an optional part of your customer service strategy, they become a permanent part of it. The road to greater customer trust, resolution times, and stronger product knowledge becomes easier.
Manual QA is like trying to review a handful of tickets during a flood of new customer requests. Team leads can only focus on a small sample, leaving most interactions unchecked. Without complete visibility, creating a standard across all interactions is challenging.
Now, switch over to AI QA. You don’t have to choose between QA duty or answering tickets — QA checks are automatically done. You’ll still need to monitor AI’s performance, but now there’s more time to focus on creating strategies that improve the customer experience.
Here’s how AI QA and manual QA measure up to each other:
Feature
AI QA
Manual QA
Number of Tickets Reviewed
All tickets are reviewed automatically.
Only a small sample of tickets can be reviewed.
Speed of Reviews
Reviews are completed instantly after responses.
Reviews are time-consuming and delayed.
Consistency
Feedback is consistent and unbiased across all tickets.
Feedback varies depending on the reviewer.
Scalability
Scales, regardless of ticket volume.
Struggles to keep up with high ticket volumes.
Agent Feedback
Provides instant, actionable feedback for every resolved ticket.
Feedback is delayed and limited to a few cases.
Leader Advantage
Frees up leaders to train the team and improve workflows.
Disadvantageous, as leaders spend most time manually reviewing tickets.
7 benefits of using AI quality assurance in CX
AI quality assurance helps CX leaders move beyond manual reviews by offering fast, thorough insights into performance and customer needs. Here are seven key benefits it brings to your team.
1. Improved visibility into customer interactions
AI QA reviews every ticket, giving CX leaders a complete view of agent performance and customer trends. Nothing slips through the cracks, so you can act on real data each and every single time.
What the team wins: Key areas to focus on to improve the customer experience.
What the customer wins: A consistent support experience where their concerns are fully addressed.
AI QA feedback can highlight confusing policies or common product issues that lead to unhappy customers. With instant feedback, teams can quickly make changes and create better, consistent customer experiences.
What the team wins: Faster fixes for recurring issues.
What the customer wins: A smoother, frustration-free experience.
3. Faster identification of process gaps
Agents can receive feedback that instantly highlights gaps in workflows or unclear escalation steps. This is an efficient way to resolve issues within the wider team before they become more significant problems.
What the team wins: Process issues are solved quickly.
What the customer wins: Faster resolutions with little to no delays.
4. Standardized scoring for AI and human agents
AI QA evaluates both AI Agent and human agent interactions using the same criteria. This creates a level playing field and ensures all customer interactions meet the same quality standards.
What the team wins: Fair evaluations for both AI and human responses.
What the customer wins: High-quality support, no matter who handles the ticket.
5. More time for coaching and training
With less time spent on manual reviews, leaders can dedicate more energy to team development. Training sessions guided by AI insights help agents improve quickly and ensure the team delivers support that aligns with protocols.
What the team wins: More focused skill-building based on data.
What the customer wins: Clearer and more accurate support.
6. Drives continuous knowledge for the entire team
AI QA is helpful for showing agents which areas they need more training on, whether it's being better about using brand voice or polishing up on product knowledge. This leads to better support processes and stronger product understanding across the team.
What the team wins: Better support tactics and product expertise.
What the customer wins: Faster resolutions due to knowledgeable agents.
7. Enhanced customer experience through consistently high-quality support
Since all tickets are reviewed, teams can feel confident they’re delivering high-quality support on a regular basis. Customers get clear, helpful answers, while agents gain insights from every ticket with AI feedback.
What the team wins: Consistent support performance.
What the customer wins: Reliable support they can trust.
How accurate is AI QA?
AI QA analyzes tickets using predefined categories to evaluate how complete and helpful agent responses are. Let’s take a closer look at how it maintains accurate ticket reviews with an AI QA tool like Gorgias’s Auto QA.
It measures multiple metrics
Auto QA evaluates tickets based on three key areas: Resolution Completeness, Communication, and Language Proficiency.
For Resolution Completeness, it checks if all customer concerns were fully addressed. For example, if an agent resolves only one of two issues raised, the ticket is marked incomplete. Tickets where customers resolve issues on their own or don’t respond to follow-ups can still be graded as complete if handled appropriately.
Communication quality is scored on a scale of 1 to 5, assessing clarity, professionalism, and tone. Agents earn higher scores when they provide clear solutions and remain positive throughout the interaction.
Finally, Language Proficiency evaluates whether an agent displayed high proficiency in the language of the conversation. The score considers how well spelling, grammar, and syntax were employed.
Gorgias’s Auto QA scores agent responses based on communication and completeness.
Teams can improve AI with their own feedback
Auto QA isn’t set in stone. Team leads can expand on AI-generated feedback by adding their comments. For example, if a resolution is graded as ‘Incomplete,’ a team lead can explain why and provide additional context. This helps clarify the evaluation for the agent and also helps the AI model improve over time.
How to get started with AI quality assurance using Auto QA
Ready to bring the benefits of AI QA to your team? Here’s how to get started with Auto QA:
Audit your current QA process to identify gaps. How do you currently review tickets? Pinpoint areas where manual QA falls short, such as inconsistent feedback or missed interactions.
Pilot Auto QA with a small team. Introduce Auto QA to a small group of agents to test its impact. This allows you to find out how the new QA process fits into your workflow and how it affects agent performance.
Use AI insights to refine processes. Analyze the feedback Auto QA provides to identify process gaps or recurring issues. Use these insights to update your workflow, improve training, and address root causes of customer pain points.
Gradually scale adoption across the team. Once the pilot is successful, roll out Auto QA to more agents. Make sure everyone is trained on how to use its insights and integrate the tool into daily operations.
Monitor and provide feedback to improve AI accuracy. Review Auto QA’s evaluations to ensure accuracy. Add manual feedback as needed to fine-tune its scoring on future tickets.
Measure the impact on performance and satisfaction. Track key metrics like ticket close rates, resolution times, and customer satisfaction scores. Use this data to understand how Auto QA transforms your QA process and drives better results.
Make high-quality responses a standard with Auto QA
AI QA isn’t just about automating ticket reviews — it empowers CX leaders to focus on what truly matters: training and improving processes.
Leave spot-checking and inconsistent application of policies and brand voice in the past. As a built-in feature of Gorgias Automate, Auto QA makes high-quality customer interactions your brand’s standard.
Running a successful online store requires a lot of strategy and decision making. But if you don't use the right data and insights to guide those decisions, then it becomes a lot harder to optimize your ecommerce business based on intuition alone.
This is where ecommerce KPIs come into play. By providing a broad range of insights regarding how your ecommerce store is performing, these KPIs can serve as a roadmap to guide your ecommerce strategy and help you meet your business goals.
To help you get started tracking the health and performance of your ecommerce business, let's take a look at the 20 most important KPIs that every ecommerce store should track.
What is a key performance indicator?
A standard performance indicator is a measurement used to calculate a business operation relative to a certain goal.
Sounds too complicated? Here’s a practical example: In ecommerce, most people aim to boost their website traffic by 50% to 100% yearly. Therefore, web traffic growth would be a metric relative to this goal and serve as one of the business's standard performance indicators.
There are many performance indicators, but many of them are irrelevant to your business's success. This is why most serious business managers tend to narrow the selection down to 10 to 20 indicators that significantly impact their business's success. These are known as key performance indicators (or KPIs).
Defining and tracking KPIs for your ecommerce business provides enlightening insights into your business's performance. You can use them to evaluate your business's health and spot issues that need correcting. You can even use them to evaluate the results of changes you make to your ecommerce store and strategy for data-based optimization.
Your business can’t possibly survive on your gut instinct alone. That’s why you need to measure the effectiveness of your business strategy, and the best way to do this is by defining and tracking your business's KPIs.
Different types of KPIs in ecommerce
While there are a few so-called "universal" KPIs, most industries measure success differently.
In the ecommerce industry, several different KPIs are generally considered important to track. More often than not, store owners use the following KPIs to measure their success:
Monetary KPIs: If you want to get some return on your investment, you need to keep track of your money. In the beginning, you should pick whether to track gross profit, revenue, or both. Other KPIs, such as average order value (AOV), customer acquisition cost (CAC), and customer lifetime value (CLV), can also fall under this category.
Customer KPIs: The number of new customers, repeat customers, and former customers are a few ecommerce metrics that fall into this category, but any metrics about customer behavior, customer experience, and customer support can be customer KPIs.
Purchase KPIs: The number of people that have made, tried to make, and abandoned a purchase are all vital KPIs for ecommerce stores to track.
Conversion KPIs: How many of your visitors actually purchase something? Conversion KPIs provide insights into the performance of your ecommerce sales funnel and are also key to gauging the performance of marketing campaigns.
These different types of KPIs are measured during business operation assessments. You should perform these assessments once a month (if possible) during your store's first six months of operation. Past the six-month mark, you should perform business operation assessments once every three to six months.
SWOTT Analysis: Assessing your businesses’ Strengths, Weaknesses, Opportunities, Threats, and Trends, should be performed twice a year
GPCT Analysis: Looking at your Goals, Plans, Challenges, and Timeline, should be performed at least once a year
Along with assessing your overall business goals and strategy, these business operation assessments serve as an opportunity to measure and analyze your store's KPIs.
KPIs to track revenue, profitability & conversions
If you would like to grow the sales on your ecommerce site (and what store owner doesn't?), then here are the top five KPIs that you will need to track and improve:
1) Overall sales
The first step to growing your store's sales is tracking how many sales you're already making. You can monitor your sales on a monthly, weekly, daily, and even hourly basis if needed. It all depends on the type of product you're selling and your sales volume. Businesses can easily monitor overall sales in Magento or Shopify. Another option is to set up sales trackers in your Gorgias dashboard and track them directly.
Utilize cross-selling and upselling to increase average order value.
Use A/B testing to improve your online store's conversion rate.
You can view how much sales you generated from support in Gorgias's Statistics view.
2) Conversion rates
Conversion rate is the percentage of your website visitors that actually purchase something. Optimizing your conversion rate will enable you to turn a larger number of visitors into paying customers. While conversion rates vary from niche to niche, ecommerce stores usually have a conversion rate slightly above 3%. Unsurprisingly, you should try to get the number as high as possible.
Tips to improve this KPI:
Optimize product pages and other elements of your sales funnel with A/B testing.
Provide proactive, pre-sale support via Gorgias live chat.
Pinpoint exactly which tickets turned into conversions within Gorgias Statistics.
3) Cart abandonment rates
Shopping cart abandonment rate is the percentage of orders abandoned at checkout. In the ecommerce industry, benchmarks for the average cart abandonment rate are incredibly high, with 70% of all online orders being abandoned at checkout. While an alarming figure, this also provides plenty of room for your business to grow its sales simply by reducing its cart abandonment rate.
Tips to improve this KPI:
Make your checkout process quick and simple, and offer a guest checkout option.
Target customers who have left items in their cart with abandoned cart recovery email campaigns.
4) Customer lifetime value (CLV)
CLV shows the average amount of money a single consumer will spend on your products throughout your relationship. It's a measure of how much value your store can gain by attracting a single customer, and improving CLV means that each new customer you acquire will lead to more sales for your company. The best way to grow CLV is to encourage customer loyalty and repeat purchases, which will benefit any ecommerce business hoping to grow its sales.
Tips to improve this KPI:
Use a tool such as LoyaltyLion to promote customer loyalty via loyalty programs.
Increase your average order value (AOV) with cross-sells and upsells.
While sometimes overlooked, the amount of money spent on acquiring new customers has to be tracked. If you can reduce your CAC without harming your brand's reach, then your marketing budget will go further, and you will be able to attract even more customers to your store.
Tips to improve this KPI:
Target your marketing efforts to the demographic of customers most likely to purchase your products, defined as your brand's "ideal customer."
Utilize high ROI marketing tactics such as email marketing.
Attract more organic traffic to your store via content marketing and SEO.
Shift your emphasis from marketing to conversion so that the potential customers you target are more likely to convert.
6) Average order value (AOV)
AOV measures how much customers purchase, on average, with each transaction. By improving your store's AOV, you can generate more profit for each customer you attract and transaction that you process, improving your store's profitability.
Focus your marketing and merchandising efforts on promoting high-value products.
Offers discounts or promotions to encourage larger orders (i.e., free shipping on orders over $100).
7) Customer retention rate
Customer retention rate is a KPI that tells you how many customers remain loyal to your brand versus the number of customers who leave your brand. When creating consistent revenue for your store, nothing is more important than customer retention.
Promote customer loyalty with rewards and loyalty programs.
Prioritize creating an exceptional customer experience.
8) Average profit margin
Average profit margin measures how much you profit, on average, for each item that you sell. While raising the pricing of your products is one way to improve this metric, it comes with the risk of decreased sales. The good news is that this isn't the only way that ecommerce stores can raise their average profit margin.
Tips to improve this KPI:
Use your marketing and ecommerce merchandising efforts to promote products with high profit margins.
Reduce your costs of goods sold (see the next section for more on this).
Consider eliminating low-margin products from your inventory.
9) Cost of goods sold (COGS)
COGS is the direct cost of producing or acquiring the goods that your ecommerce store sells. Lowering your COGS can improve the profit margins of the products you sell and ultimately improve your store's profitability.
Tips to improve this KPI:
Eliminate products from your inventory that are not selling well.
Negotiate with suppliers.
Reduce waste and inefficiency in your supply chain.
10) CAC/CLV ratio
Customer acquisition costs (CAC) and customer lifetime value (CLV) are metrics we've discussed already. Combined, though, these metrics can provide a ratio that is arguably one of the most vital for ecommerce stores to track. If your CAC/CLV ratio is greater than one, your customers are spending more than it costs to acquire them, and your store will be profitable. If it's lower than one, you're spending more to acquire new customers than those new customers spend — meaning you're losing money.
Tips to improve this KPI:
Grow CLV by promoting customer loyalty, growing AOV, and utilizing the other tips we've covered for boosting CLV.
Reduce CAC by targeting your marketing efforts, emphasizing conversions, and utilizing the other tips we've covered for reducing CAC.
KPIs to track web and social media performance
Forty-six percent of U.S. customers state that they are willing to pay more for a brand name that they recognize and trust. If you want to boost your store's brand awareness, focus on improving these KPIs.
11) Website traffic
This is the total number of people that visit your ecommerce website during a given time period. Around 53% of your traffic will come from organic search, while the remainder comes from social media, blogs, and referral sources. Your website is the cornerstone of your brand's online presence, so increasing the traffic that it receives is one of the best ways to improve your brand awareness and reach.
On Gorgias, if you have a Help Center (a knowledge base of articles), you can view what customers are searching for.
12) Bounce rates
When someone does manage to find your website, you want to keep them there for as long as possible - ideally long enough to learn about your products and make a purchasing decision. However, many of your website visitors will leave or "bounce" after viewing a single page. The rate at which this happens is your website's bounce rate, and you should strive to keep your bounce rate as low as possible.
Home page bounce rate
The home page is the page of your website that most visitors will discover first, making it vital to create a homepage that will capture their attention and encourage them to explore your website further.
Product page bounce rate
If you have a high bounce rate on your product pages, it could indicate that your product descriptions or product images are lacking.
Category page bounce rate
A high bounce rate here could indicate that your category pages are not well-organized and that your ecommerce merchandising strategy (defined as how products are organized and displayed within your store) might need improvements.
Search results page bounce rate
If your ecommerce store includes a search bar that enables customers to search for products, then a high bounce rate on your search results page could indicate that your store's search functionality is not up to par.
Tips to improve this KPI:
Ensure that your web pages are fast-loading and function properly.
Populate your web pages with eye-catching images and compelling content.
In addition to overall traffic, you need to monitor your mobile traffic closely. That’s because a large chunk of your traffic will come from mobile devices and perhaps a majority of conversions on your website; nearly 60.28% of all web traffic comes from mobile devices.
Tips to improve this KPI:
Ensure that your ecommerce website is optimized for mobile devices.
Consider offering an app version of your online store where customers can shop in-app.
14) Social followers
One of the best ways to improve brand awareness is to grow your brand's social media reach. Today, more customers than ever are using social media platforms such as Facebook and Instagram to discover new products and brands. By developing a large audience of social followers, you can make your brand and products more discoverable.
Tips to improve this KPI:
Publish engaging social media posts that your audience will actually enjoy.
Use photos and videos in your posts to make them more eye-catching.
Invest in social media ads that are designed to grow your social following.
15) Click-through-rate (CTR)
Mainly used to measure the effectiveness of paid advertisements, CTR shows you the ratio of clicks to impressions in your ad campaign. For Google Ads, the average CTR is roughly 4-6%. Anything above that is considered great. By improving the CTR of your advertising campaigns, you can direct more traffic to your site and improve brand awareness.
Email marketing CTR
CTR in email marketing is the number of customers who click the links in your marketing emails. This is often one of the most valuable CTRs for stores to improve since email clicks won't typically cost you anything (unlike PPC ad clicks).
Social media CTR
Social media CTR is the rate at which customers click on the links in your social media posts. These are likewise "free clicks" and should be promoted as much as possible with high-quality social posts and compelling CTAs.
Paid advertising CTR
Paid advertising CTR is the rate at which people click on the paid ads that you publish. In most cases, you will be charged for each one of these clicks, making it especially important to target paid ads only to the demographic of customers most likely to convert.
Landing page CTR
Landing page CTR is the rate at which visitors who have been directed to one of your landing pages click on the links it contains. These could be links to your product pages or links to some other page or piece of content in your sales funnel.
Tips to improve this KPI:
Target your ads and marketing efforts to potential customers who fit your ideal customer profile.
Create well-polished ads that feature compelling CTAs.
Use high-quality images and or other visuals to capture attention.
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KPIs to track customer satisfaction & support performance
For as much value as positive reviews offer to ecommerce brands, negative reviews can do even more harm. If you would like to boost customer satisfaction and start generating more positive reviews, here are the top KPIs to track and improve:
16) Customer satisfaction (CSAT)
Poor reviews and low customer satisfaction go hand in hand. CSAT is a vital metric to track and improve if your store is receiving a lot of negative reviews. CSAT is most often measured using targeted CSAT surveys that ask customers to rate their satisfaction following a customer support interaction.
Make sure that your support team is equipped with the right tools and training to offer exceptional customer support.
View your average customer satisfaction score and feedback in Gorgias's Statistics overview.
17) Net promoter score (NPS)
NPS showcases how likely customers are to recommend your brand to their friends, family, and colleagues. Like CSAT, NPS is most commonly measured via customer feedback surveys that ask customers to rate their willingness to recommend your brand on a scale of 1-10.
Tips to improve this KPI:
Prioritize improvements to the customer experience.
Utilize customer feedback to identify issues that are harming NPS.
18) First response time (FRT)
When customers have a question for your customer support team, they expect it to be answered as quickly as possible. FRT is a measure of how long it takes your support team to initially respond to customer support tickets and is one of the most important customer support metrics to track. While what constitutes an acceptable FRT varies from channel to channel (for example, customers will have much more patience waiting for an email response than waiting on hold on the phone), having an average FRT higher than industry benchmarks creates the risk of dissatisfied customers.
Tips to improve this KPI:
Use a helpdesk such as Gorgias to ensure support reps can efficiently respond to tickets.
Create automated responses to common customer questions for instant responses and resolutions.
You can view your First Response Time, Satisfaction Score, and more under Support Performance Statistics in Gorgias.
19) Resolution time
While FRT is a measure of how long it takes you to first respond to customer queries, resolution time is a measure of how long it takes, on average, to actually resolve a customer's issue. Swift responses and resolutions are equally important when boosting customer satisfaction. This means you'll want to optimize your customer support services to resolve customer issues as quickly as possible.
Tips to improve this KPI:
Use automation features such as Gorgias Quick Answer Flows to immediately resolve common customer questions like "where is my order?"
20) Active problems (shipping delays, faulty products, etc.)
Last but not least, you need to know how many problems have been solved during a particular period of time. Whenever there are many unsolved problems, satisfaction rates take a dive. Any active customer issues that have not been addressed should be resolved as swiftly as possible to ensure customer satisfaction.
How Gorgias can help
If your support team is struggling to keep up with your store's active issues, there are numerous ways that Gorgias' industry-leading helpdesk can assist. By both deflecting support tickets via automation and self-service options as well as improving the efficiency of your support team via a broad range of helpful tools, Gorgias empowers improved FRT and resolution times and helps your team stay on top of active problems.
KPIs for ecommerce businesses whose profitability ebbs and flows
Every ecommerce store experiences some degree of ebbs and flows in profitability. However, your goal should be to create a business that brings in a consistent and reliable revenue stream. When it comes to keeping a store profitable on a consistent basis, these are the most important metrics to track and improve:
21) Average order value (AOV)
AOV measures how much customers purchase, on average, with each transaction. By improving your store's AOV, you can generate more profit for each customer you attract and transaction that you process, improving your store's profitability.
Tips to improve this KPI:
Present customers with cross-sell and upsell opportunities at checkout.
Focus your marketing and merchandising efforts on promoting high-value products.
Offers discounts or promotions to encourage larger orders (i.e., free shipping on orders over $100).
22) Customer retention rate
Customer retention rate is a KPI that tells you how many customers remain loyal to your brand versus the number of customers who leave your brand. When creating consistent revenue for your store, nothing is more important than customer retention.
Promote customer loyalty with rewards and loyalty programs.
Prioritize creating an exceptional customer experience.
23) Average profit margin
Average profit margin measures how much you profit, on average, for each item that you sell. While raising the pricing of your products is one way to improve this metric, it comes with the risk of decreased sales. The good news is that this isn't the only way that ecommerce stores can raise their average profit margin.
Tips to improve this KPI:
Use your marketing and ecommerce merchandising efforts to promote products with high profit margins.
Reduce your costs of goods sold (see the next section for more on this).
Consider eliminating low-margin products from your inventory.
24) Cost of goods sold (COGS)
COGS is the direct cost of producing or acquiring the goods that your ecommerce store sells. Lowering your COGS can improve the profit margins of the products you sell and ultimately improve your store's profitability.
Tips to improve this KPI:
Eliminate products from your inventory that are not selling well.
Negotiate with suppliers.
Reduce waste and inefficiency in your supply chain.
25) CAC/CLV ratio
Customer acquisition costs (CAC) and customer lifetime value (CLV) are metrics we've discussed already. Combined, though, these metrics can provide a ratio that is arguably one of the most vital for ecommerce stores to track. If your CAC/CLV ratio is greater than one, your customers are spending more than it costs to acquire them, and your store will be profitable. If it's lower than one, you're spending more to acquire new customers than those new customers spend — meaning you're losing money.
Tips to improve this KPI:
Grow CLV by promoting customer loyalty, growing AOV, and utilizing the other tips we've covered for boosting CLV.
Reduce CAC by targeting your marketing efforts, emphasizing conversions, and utilizing the other tips we've covered for reducing CAC.
Creating a unique and satisfying customer experience is a crucial objective for brands across all industries. You’re probably already aware that most customers (95%, according to a Microsoft study) rank customer experience as important when it comes to brand choice and brand loyalty.
Most brands rely on customer satisfaction scores (CSAT) as the go-to metric for evaluating the customer experience. However, the problem with CSAT is that it's a lagging indicator of customer sentiment. Customers give you a CSAT score after an interaction. So, if your CSAT is low, you've likely already frustrated a new or loyal customer by the time you realize there is a problem.
Thankfully, tracking additional customer satisfaction metrics can go a long way toward filling the gap and ensuring that you can keep a finger on the pulse of your customer base. Below, we'll explore the best customer satisfaction metrics to track so that you can optimize your customer support services and overall customer journey — before your customer loyalty takes a hit.
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12 customer satisfaction metrics to better understand sentiment
Along with CSAT and NPS, you can use numerous other metrics to gauge customer satisfaction. If you want to create a holistic picture of how happy customers are with your brand to inform your customer service management efforts, here are the 12 metrics that you should track and analyze.
1) Customer effort score (CES)
CES tells you how much effort your customers have to put in to get answers to their questions or resolve their support issues.
By tracking this metric, you can identify high-effort customer experiences like long wait times when customers contact your call center or confusing responses from your support team. This gives you a great starting point so that you can address these obstacles that are inevitably harming customer satisfaction.
Customer effort is an extremely important indicator for the quality brand’s customer experience. Plus, it’s directly connected to your bottom line. 96% of high-effort experience drive customer disloyalty, according to The Effortless Experience.
To measure CES, you will need to send customers CES surveys. These surveys ask customers to rate on a scale of one to ten how much effort they had to exert to get an answer to their question. To calculate your overall CES score, you will need to divide the total sum of all responses by the total number of all responses.
CES = Total sum of responses / Total number of responses
2) Customer health score (CHS)
CHS is a metric largely employed by customer success teams to determine whether a customer is "healthy" or "at risk."
This enables customer success teams to identify customers who are at risk of leaving the company so that you can make efforts to retain them.
Unlike other customer satisfaction metrics, this metric is measured on a customer-by-customer basis rather than the average score of your entire customer base. This enables brands to utilize CHS to boost customer retention one customer at a time.
Formula for calculating CHS
There is no set formula for calculating CHS, and brands utilize a broad range of criteria to evaluate the health of individual customers. These criteria can also vary dramatically from industry to industry and even company to company.
But for ecommerce stores, here are a few important factors to consider when determining whether a customer is healthy or at risk:
Customer survey results
Contact rate with your support team
Number of closed and open support tickets
Social media involvement
Email engagement rate
Especially for larger brands, we recommend creating a standard formula to measure customer health, and periodically measuring each customer (especially VIP customers) to proactively prevent customer churn.
3) Customer lifetime value (CLTV)
The primary point of reducing churn and improving customer loyalty is to increase your average customer lifetime value.
Attracting new customers is difficult and expensive, and when you succeed at bringing a new customer into the fold, you want them to spend as much money with your brand as possible.
Lifetime value can indicate customer satisfaction because satisfied customers tend to spend more with companies they’re satisfied with. Continued spending and repeat purchases are a surer sign on satisfaction than any star rating could provide.
Formula for calculating CLTV
CLTV = Average purchase value x Average purchase frequency x Average customer lifespan
4) Customer churn rate (CCR)
Customer churn rate is the rate at which customers leave your company. For subscription-based online businesses, ecommerce churn rate is the rate at which people cancel subscriptions. For non-subscription-based companies, you can define churn as shoppers who fail to place a repeat order within some time frame (likely between one and six months, depending on your products and industry).
If your churn rate exceeds industry benchmarks, it almost certainly spells issues with your customer experience.
Reducing churn goes hand in hand with improving customer loyalty (and thus boosting revenue via higher customer lifetime values). If you can keep a handle on churn rate, you’ll have concrete evidence about how customer satisfaction is impacting your repeat business.
Formula for calculating CCR
CCR is calculated over a specific period. To calculate your churn rate for a given period of time, you can use this formula:
CCR = (Number of customers at the beginning of the time period - Number of customers at the end of the time period) / Number of customers at the beginning of the time period
5) Internal quality score (IQS)
IQS measures the quality of each of your support team's tickets, according to your own internal standards. For instance, you may define a good ticket as a ticket that resolves the customer's issues, reflects your brand voice and values, and is responded to promptly. A bad ticket might be any ticket that falls short of these standards.
If you’re like most brand, your IQS will revolve around four main elements:
Speed: Did the agent respond within the terms of your service-level agreement (SLA)?
Correctness: Did the agent’s response adhere to your company’s relevant policies?
Helpfulness: Did the agent full address the customer’s question (and practice forward resolution)?
Friendliness: Did the agent maintain a positive tone and use the powerful phrases that adhere to your company’s style guide?
With an IQS, you can proactively identify where your customer support agents are currently improving satisfaction (or degrading it).
Formula for calculating IQS
We don’t have a clear calculation for IQS because each brand’s is different. However, we recommend using a simple rubric, where a ticket gets a point for meeting each item on the rubric.
This way, you can simply compare the quality of each ticket (or the average quality of each agent’s tickets). You’ll also get valuable information about the missing elements of each ticket, which can inform your customer service training.
6) First response time (FRT)
One thing that is sure to generate a lot of unhappy customers is making them wait a long time for answers to their questions. 90% of customers rate an immediate response as "important" or "very important" when they have a customer service question.
Therefore, attempting to reduce your FRT is one of the first steps to take on the road to optimizing customer satisfaction. This starts with tracking your average FRT and comparing it against industry benchmarks.
Formula for calculating FRT
Depending on your helpdesk, you may never need to manually calculate first-reply time. For example, with Gorgias, you get first-response time broken down by agent, time period, ticket type, and more:
To calculate your support team's average FRT, you can use this formula:
FRT = Total first response times during the time period / Total number of resolved tickets during the time period
It's important to respond to customer support tickets as fast as possible, but not all tickets can be resolved in a single response.
While customers who have received an initial response to their ticket tend to have a little more patience when waiting for a resolution, that patience will only stretch so far. This makes it important to calculate and improve your average resolution time and FRT.
Formula for calculating resolution time
Just like first-response time, average resolution time isn’t normally something brands should spend time calculating. That’s why Gorgias users can see resolution time broken down by agent, time period, ticket type, and more:
Average resolution time = Total resolution times during the time period / Total number of resolved tickets during the time period
8) First-contact resolution
While it's true that you can't resolve every ticket with a single response, it's still a great objective for support teams to strive for. Resolving a customer's issue in a single response typically means that the customer received swift and satisfactory assistance that required minimal effort on their part. Therefore, working to boost your first-contact resolution rate is sure to improve customer satisfaction.
Formula for calculating first-contact resolution
To get an accurate evaluation of your first-contact resolution rate, you should only consider tickets that are possible to resolve in a single response. Once you've identified the criteria for tickets that are FCR-eligible, you can use this formula to calculate your FCR rate:
FCR = Number of support issues resolved on first contact / Total number of FCR-eligible support tickets
9) Self-service resolution rate
Enabling customers to resolve issues on their own without needing to contact your support team offers numerous benefits — like reducing agent workload and freeing them up to focus on more complex tickets.
Additionally, it provides customers with helpful self-service options, which improves customer satisfaction by ensuring that customers can quickly find the answers they need.
But to evaluate how effective your self-service options actually are, you'll need to track your self-service resolution rate. This metric tells you the rate at which customers can resolve issues on their own and can be used to gauge and improve the quality of your self-service resources, like your FAQ pages and Help Center.
Formula for calculating self-service resolution rate
Depending on your helpdesk, you may never need to manually calculate self-service resolution rate. With Gorgias, for example, you get detailed information about the usage of self-service resources on your site:
That said, you can calculate your self-service resolution rate using this formula:
Self-service resolution rate = Number of sessions that customers initiate with your brand's knowledge base or other self-help resources / Number of support tickets your support team handles over the same period of time
Support performance score (created by Gorgias) is a metric that encapsulates the three most important elements of great customer service: speed, helpfulness, and customer satisfaction.
To achieve this, the support performance score combines average first response time, average resolution time, and CSAT into a score that is on a scale of 1-5.
Tracking this metric provides support teams with a comprehensive overview of their performance quality.
Formula for calculating support performance score
Support performance score is calculated using a series of FRT, CSAT, and resolution time thresholds. To reach the next rating level, you must meet each category's threshold. Here is an example of what these thresholds look like for FRT:
Level 1 (poor): 13+ hours
Level 2 (lagging): 12 hours
Level 3 (fair): 6 hours
Level 4 (strong): 1 hour
Level 5 (exceptional) 10 minutes
11) Customer satisfaction score (CSAT)
Customer satisfaction (CSAT) is the go-to customer support metric to understand customer sentiment around your brand and customer experience. Don’t get us wrong: We believe CSAT is one of the most important metrics. However, CSAT only gets measured after customers have a good or bad experience, making it a lagging indicator of customer sentiment.
You can determine your CSAT score using customer satisfaction surveys. The survey questions should ask customers to rate their satisfaction with your company by choosing from one of four responses: very unsatisfied, unsatisfied, neutral, satisfied, and very satisfied.
The ratio of customers who were either satisfied or very satisfied compared to the total number of customers who were unsatisfied or very unsatisfied is your brand's CSAT score.
While CSAT is certainly an important metric for ecommerce brands to measure and utilize, it isn't the end-all, be-all of tracking customer satisfaction. Brands that only track CSAT can encounter several limitations that can make it difficult to turn customer satisfaction results into business growth.
12) Net promoter score (NPS)
Net promoter score (NPS) is a metric that tells you how likely customers are to recommend your brand to friends, family members, and colleagues. If you want to improve your word-of-mouth advertising and start generating more referrals, NPS is the metric you will need to optimize.
Your NPS score can also provide insight into the overall satisfaction of your customer base.
For one, NPS isn't quite as subjective and one-dimensional as CSAT, since it asks customers to rate their willingness to recommend your company on a scale of 0-10 rather than asking them a single question about their satisfaction.
NPS is also more a measure of a customer's long-term satisfaction with your company, while CSAT surveys typically gauge a customer's short-term satisfaction with your product or service.
How to calculate NPS
NPS surveys gather feedback on how likely customers are to recommend your brand on a scale of 0-10. Customers who rate you at 0-6 are considered detractors; customers who rate 7-8 are passives, and customers who rate 9-10 are your promoters.
To calculate NPS, you will need to calculate your promoters and detractors as percentages of your total number of survey responses. Then, subtract the percentage of detractors from the percentage of promoters.
So, if you got 100 responses with 40 promoters and 30 detractors (the rest being passives), here's what your calculation would look like:
NPS = 40% promoters - 30% detractors
NPS = 10
Why CSAT isn't the only metric you need to measure customer satisfaction
CSAT is a vital benchmark for analyzing your brand's number of satisfied customers. However, here are the three most important reasons why CSAT alone is not enough:
CSAT is a lagging indicator
We've already mentioned that the CSAT score doesn't indicate an issue with the overall experience at your company until it's already too late, when you've already provided a poor experience to customers.
This is an especially pressing issue when you consider that nearly a quarter of customers will switch to a competitor after a bad experience. Their CSAT results can help you improve the experience for future customers — but ideally, you don’t have to lose customers to get this information.
Ideally, your set of metrics to understand customer satisfaction include ones that don't require angry customers to tell you that your customer experience could be improved.
CSAT is one-dimensional
CSAT tells you the ratio of customers who are satisfied with your brand compared to the number of unhappy customers, but it doesn't tell you anything about why your customer satisfaction levels are what they are.
Most CSAT surveys have a comment box, but customers rarely take the time to fill these out — especially with any meaningful level of detail.
A more well-rounded collection of metrics will help you better pinpoint the reason for high or low satisfaction, without solely depending on an optional comment box.
CSAT is subjective
Asking customers a single question about whether they are satisfied with their experience will yield highly subjective responses.
For instance, a specific issue might cause one customer to state they are "very unsatisfied," while the same issue might prompt another customer to respond with "neutral."
Plus, customers may complete the survey while annoyed, emotional, or tired — all of which could inflate (or minimze) the importance of an issue, skewing the insights.
For these reasons, CSAT offers the most value when used in tandem with other important customer satisfaction metrics — and the first of these important metrics is net promoter score (NPS).
How to improve customer satisfaction by collecting (and using) customer feedback
Metrics such as CSAT, NPS, and CES are all forms of customer feedback that ecommerce merchants can use to improve customer satisfaction. But along with tracking these metrics, gathering more in-depth customer feedback can be highly helpful for informing your customer satisfaction efforts.
A few of the ways that ecommerce brands can go about collecting and utilizing valuable customer feedback include:
Audit low-scoring tickets to look for themes.
Reach out to low-scoring customers for in-depth feedback.
Reduce ticket volume with automation and self-service to free agents to solve complex tickets.
Activate instant messaging channels like SMS and live chat.
Analyze customer satisfaction from all angles with Gorgias' dashboards
There are numerous metrics that support teams need to track to evaluate and improve customer satisfaction. Thankfully, Gorgias' best-in-class customer support platform makes tracking these metrics easier than ever before. With Gorgias' dashboards, you can:
We reviewed 300 Shopify store owners and discovered that 50% used website pop-ups as their preferred customer engagement tool. This isn’t surprising since pop-ups can yield a conversion rate of between 3% and 11%, compared to the standard rate of around 2%.
But using pop-ups to get more conversions for your website requires more than just slapping a newsletter email signup pop-up window on your website. In fact, poor use of pop-ups can drive customers away.
High-converting pop-ups are built on some of the best apps and tick all the boxes on our pop-up checklist. Below, we’ll dive deeper into this checklist and provide you with our top picks for pop-up app software.
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11 ecommerce pop-up types and examples
If you spend any time on the internet, you’ve likely encountered a pop-up campaign at some point. You may have even seen one on your journey to this page!
Pop-ups have come a long way over the last decade. Whereas they used to be aggressive annoyances, they are now significantly subtler and operate as invaluable sales and marketing tools.
Here are some of the most popular types of pop-ups to consider using for your store with ecommerce pop-up examples for each.
Depending on your current digital marketing strategy, sign-ups can be useful for a number of goals. You can invite visitors to sign up for a newsletter, register for an event, or receive an exclusive discount.
This lets you collect valuable customer information like email addresses and phone numbers that can be used for marketing efforts.
Offering something like a discount in exchange for an email subscription sign up is known as a “lead magnet.”
Example of a sign-up form pop-up
When customers visit swimwear brand Kulani Kinis ecommerce store, the first pop-up they see is a sign-up form. It also includes an enticing offer of a discount on a customer’s first order. And it’s all done with cute graphics that match Kulani Kinis’ branding.
Also note that the pop-up includes a line that says “By signing up you agree to receive email marketing.” This is required to comply with email marketing laws.
Those glossy pop-ups that appear and, for example, offer free shipping for orders over $xx or highlight a sale.
These can be tailored to just about any offering your ecommerce brand wants to promote, and can even be turned into a game to attract more interest.
Spin-the-wheel pop-ups that allow customers to “spin” to unlock their discount percentage is a fun way to interact with customers, and many enjoy the gamified experience.
You could also offer a post-purchase discount by offering one in exchange for a customer review on social media.
Example of an offer or discount pop-up
When shoppers visit Bagallery, they’re greeted by a large pop-up promoting an up to 60% discount and a link to “shop now.”
If you’ve ever visited an ecommerce store and moved your mouse to navigate to another tab, you may have seen one of these pop-ups.
Exit pop-ups trigger when customers try to leave your website or have left the tab idling and are a great way to grab a customer’s attention and convince them to go to checkout.
It’s smart to offer an incentive to stay, like a discount code if they follow through on the purchase. The goal here is to reduce cart abandonment.
Example of an exit pop-up
This is the pop-up that appears on Princess Polly, a women’s apparel ecommerce store.
It’s triggered when a potential customer has added items to their shopping cart but left them sitting. The pop-up entices those customers with 10% off if they follow through with the purchase.
Around seasonal shopping holidays, you may have targeted products or categories you’re looking to highlight to customers.
A pop-up can be a great way to draw attention to those products. A great example would be gift sets or stocking stuffer ideas during the Christmas season, or spooky items around Halloween. This pop-up type helps customers find what they need faster.
These can also create a sense of urgency by promoting a limited-time deal that coincides with a holiday.
Example of a seasonal pop-up
Here’s an example from skincare brand Absolute Collagen. It appears once the customer has scrolled down the main landing page a bit and reminds them that the “countdown to Christmas is on.”
Clicking through brings customers to Absolute Collagen’s curated gift sets, which is exactly what a customer might be looking for just before Christmas.
Upsell pop-ups suggest additional products a customer may want to add to their cart based on what they’ve already added. It typically pop ups right after an item has been added to the cart.
It’s important that these pop-ups are related to what customers have already been shopping for. It just doesn’t make sense, for example, to suggest purchasing a piece of cookware to someone who just bought a beauty product.
Product value also plays a role. If someone has just added a $25 product to their cart, it’s unlikely you can upsell them on a $100 product. The upsell product should be a cheaper product related to their original product choice.
Example of an upsell pop-up
Uqora is an ecommerce store that sells over-the-counter products for urinary health, targeted at women.
After adding their “Flush” product, shoppers get a pop-up suggesting their pH-balanced vulva cleanser for $10. This is a great example because the upsell product is inexpensive and targets site visitors already showing interest in health products.
An unobtrusive chat pop-up tells shoppers that customer service is ready and waiting for their questions or concerns.
We’ll dig more into chat pop-ups later on, but they can be used for more than just offering help. They can be a spot to offer discounts, promote sales or products, or act as a personal stylist.
Example of a chat pop-up
Jewelry brand Jaxxon uses a chat pop-up to offer customer service as well as styling advice.
Powered by Gorgias, Jaxxon’s chat pop-up appears subtly in the bottom right corner of premium product pages, offering unique styling services. This is just one example of how you can use chat campaigns to spark conversation and increase conversions:
When you launch a new product, a pop-up is a great way to get some eyeballs on it.
These pop-ups are especially important for your loyal, returning visitors to show them something new and exciting.
Example of a new product pop-up
This is a pop-up that appears on the homepage of Lillie Q, a BBQ sauce brand. It highlights their new tender sauces and also includes a button to see other new releases.
Customers will always prefer to shop in their local currency, if available. According to Shopify, 17% of shoppers will abandon a cart if they can’t determine the total cost up front. Having to convert currencies makes it more difficult to determine that cost.
If your ecommerce store is equipped to offer local currency prices, or has multiple sites to offer a localized experience, a pop-up can redirect international customers.
Example of a local currency redirect pop-up
Crossnet is a sports equipment ecommerce store based in the US. However, when a customer visits from Canada they get a pop-up directing them to shop from the Canadian store in Canadian dollars.
This pop-up appears as soon as a Canadian customer visits, so their entire shopping experience can be in local currency.
If you have an active loyalty program for your ecommerce store that earns customers points or other perks, a pop-up can prompt them to sign up.
Having a loyalty pop-up come up early tells customers before they even make a purchase that they’ll earn something when they do convert. This is another opportunity to capture email subscribers for email marketing campaigns.
Example of a loyalty program pop-up
Campus Protein is a supplement ecommerce store targeted at college students. When first visiting the site, a pop-up appears in the bottom left corner prompting new visitors to join their loyalty program and “unlock rewards.”
Clicking through takes customers to a page to create an account on the site and start earning Campus Protein points.
A giveaway or other offer can pull double duty. First, they entice customers to stay on the site, similar to an exit pop-up. They’re also another way to collect information such as emails.
These are best employed after a potential customer has already been on the site for some time, as a way to keep them browsing.
Example of a giveaway pop-up
This is an example from Darn Good Yarn, an ecommerce store that specializes in ethically-sourced fiber.
It triggers when the site senses a potential customer is going to leave and offers a chance to win a $250 gift card. Not only is the offer enticing, but it’s an opportunity to collect emails for marketing.
This is a type of upsell that recommends bundling an item added to a customer’s cart with other products to create a discounted bundle. This is useful if you have products that can be worn or used together.
It’s an opportunity to add another product to a customer’s cart but also give a styling or utilization recommendation. It’s also a more customized type of pop-up because the product recommendation is directly related to something the customer already wants to purchase.
Example of a bundle pop-up
On the Jaxxon website, there are products in similar styles that look great when worn together.
In this case, when a customer adds the Cuban Link Bracelet to their cart, the pop-up recommends upgrading to the Cuban Essentials Set, which includes a matching necklace, at a discounted price.
Pop-ups have a ton of uses and are a proven conversion tool, so the temptation is there to use them as much as possible. However, that would be a huge mistake.
Pop-ups are only useful if they’re used smartly, sparingly, and with purpose.
The short-term conversion win will be harmed if they’re overused, hurting:
Brand image
Repeat business and loyalty
Site performance
It’s vital that your pop-up choices do more harm than good so here are some of the risks of employing a pop-up strategy.
Pop-ups annoy customers
This might seem obvious but it can’t be understated: Customers simply aren’t fans of pop-ups. There’s a reason ad and pop-up blockers are popular browser add-ons.
Even with your best intentions, pop-ups interrupt the shopping experience. If a customer came to your ecommerce website looking for a particular product or just to browse, their first choice is not to have that experience intruded upon by a pop-up.
G2 conducted a poll and found that an overwhelming 82% of customers said they “hate” pop-ups asking with an email capture. In particular, 45.6% said they dislike how pop-ups seem to be “everywhere” and 28.6% disliked how they appear right away.
While 72% said there was nothing that makes pop-ups better, 11.9% said a discount offer helps reduce their displeasure.
Pop-ups can harm load speed
Adding pop-ups to your ecommerce site usually means adding additional apps or other tech, which can impact how quickly your site loads. Each additional pop-up can mean a slower load speed and higher bounce rate.
Load speed is a vital part of your ecommerce website. Data from Portent shows that conversion rates are highest at a 1-second load time and drop from there. Ecommerce retailers should aim for a load time of between 1 and 4 seconds, more than that seriously hurts conversion.
Plus, according to Unbounce, 45.4% of shoppers are less likely to make a purchase if the site loads slowly, and 36.8% are less likely to return to that ecommerce store.
Pop-ups can hurt your SEO strategy
Customers aren’t too fond of pop-ups, and neither is Google.
Since at least 2016, Google has been penalizing the most intrusive types of pop-ups, especially for users on mobile. In particular, Google doesn’t like pop-ups that appear right away and fill the whole screen and need to be closed before the website can be accessed.
That doesn’t mean pop-ups are a complete no-go. You can appease Google by:
Disabling pop-ups on mobile
Having a delay before pop-ups appear
Keep pop-ups small an unobtrusive
Disable pop-ups for customers coming in through Google search results
If a single pop-up can turn off a potential customer, several overlapping pop-ups is much worse.
In addition to the load time issues, competing pop-ups is just a bad user experience. There are more pop-ups than ever now when you consider prompts to accept cookies or other privacy provisions and browser pop-ups like requests to allow notifications.
This is compounded when a customer is on mobile, because there’s even less space and a higher likelihood of overlap.
Be mindful of what pop-ups are showing up by default and time pop-ups so only one is appearing at any one time.
Ecommerce pop-up best practices checklist
At the most basic level, a pop-up provides a call-to-action that entices potential customers. The right type of pop-up can increase your ecommerce store’s conversion rate, but this is only possible if you check off all six items on the checklist below.
1) Entice buyers with a value add
The offer you present in your pop-up should be useful to your target buyers. But the only way for you to create the right offer is to truly get to know who your buyers are and what interests them.
Say you create a pop-up to collect email addresses from web visitors. If the pop-up doesn’t have an incentive, there’s no “what’s in it for me?” for the target buyer.
We’d recommend modifying pop-up to present the buyer with a chance to win something. Providing a clearer incentive for customers is a much better way to improve the conversion rate of your pop-up.
2) Keep pop-ups short and sweet (like these pop-up examples)
The wording of your pop-up copy depends on both your offer and the type of pop-up you‘re using (exit pop-up, sales pop-up, discount pop-up, etc.). Regardless of the type of pop-up you use, it should follow what we call the SIP rule: short, impactful, and precise.
Here’s a fun example from United By Blue, a Shopify store that sells clothing and accessories. The pop-up is a wheel you can spin to get a special offer.
We received a 15% off offer after spinning the wheel, but take a closer look at the wording on this pop-up.
The headline makes the offer clear:
The website visitor can then choose men’s clothing, women’s clothing, or both. Giving website visitors this choice helps with audience segmentation so that future offers are relevant to the user.
There’s a prompt to input an email address which is followed by a clear CTA that once again reminds the website visitor of the precise offer.
Here’s another example from BLK & Bold, a Shopify store that sells specialty coffee.
The team at Drip analyzed over 1 billion pop-ups and discovered that pop-ups with images convert better than pop-ups without images by 83.57%. Images used for online store pop-ups should either showcase the brand’s products in an interesting way or paint a picture of what the website visitor wants to achieve after using the product.
Let’s look at an example from Fresh Heritage, a Shopify store that sells grooming products and supplements.
The image used here features a man with a well-groomed beard — something Fresh Heritage's customers would want to achieve for themselves.
Here’s another example of creative use of imagery:
Here, Mavi uses a pop-up bar with a visual that stands out and provides depth.
The bottom line is that relevant images make your pop-ups stand out more and entice potential buyers to sign up for your offer.
4) Time your pop-up so that it isn’t intrusive
The same Drip study referenced above finds that pop-ups that display after eight seconds convert better than those that display before or after. However, remember that the timing of the pop-up itself won’t necessarily boost conversions for your ecommerce store — that largely depends on how well you can check off the boxes on this list.
There are also pop-ups that appear based on scroll triggers. The Drip study reveals that using 35% of a page as a scroll trigger works best for increasing conversion rates.
You can use the suggestions that the Drip study provides as your baseline, but conversion rates depend heavily on the nuances of your brand and the customers you serve. It’s best to do A/B testing so that you can optimize your pop-ups based on what works for your business.
Here are some tips to optimize your pop-ups for mobile devices:
Ensure the pop-up doesn’t cover more than 30% of the page.
Use only one or two pop-up form fields.
Use the best types of pop-ups for mobile devices. Three of the best options are the floating pop-up, slidebox pop-up, and featured pop-up.
Make it easy for the website visitor to close the pop-up.
Ensure the CTA button and exit button are easy to click.
Limit image sizes to less than 100KB (or don’t use images at all).
Here’s an example of a mobile-friendly pop-up from Romwe that incorporates these principles:
6) Create different pop-ups for different actions and events
Don’t limit yourself to one type of pop-up. It’s best to strategically use pop-ups throughout your website so that you can better capture your website visitors’ data. A typical shopping experience includes multiple opportunities to display pop-ups. Here are a few examples:
Display a simple email bar on the homepage.
Create a specific exit-intent pop-up for visitors exiting a product page that offers a discount.
Create a pop-up that appears only on out-of-stock items to encourage your visitors to subscribe to your restock alerts.
Create a cart abandonment pop-up on the cart page.
Here’s an example of this strategy in action on the Christy Dawn website. Notice that the website displays an email bar on the first page a visitor views.
original And if this visitor doesn’t subscribe, the store displays this complementary pop-up (you’ll notice the different wording) on out-of-stock product pages.
Note: Be sure not to display pop-ups on every page of your website. This creates an intrusive experience for website visitors — and that‘s something that search engines will penalize you for.
The pop-up checklist described above is only as good as the app used to create the pop-ups. Here are our picks for some of the best pop-up builder apps on the market to add to your ecommerce tech stack — all available in the Shopify app store.
1) SmartPopup: Promotion Popup
SmartPopup is a user-friendly pop-up builder designed to help ecommerce store owners connect with website visitors, contribute to lead generation, and increase sales. The tool has a great collection of prebuilt pop-up templates that make the setup process easy: newsletters, videos, coupon codes, product-specific, countdown timers, and automatic discounts.
Pros
Offers a truly free plan with basic features
Fast setup
Customizable for those familiar with code
Cons
Some reports of problems with the tool’s mobile version
Free plan features are limited
Reported issues with late or unhelpful responses from support
2) Pixelpop Popups & Banners
Pixelpop is a tool built by Orbit. Like other email pop-up tools, Pixelpop helps brands collect email addresses from leads so they can be nurtured through your brand’s email marketing campaigns.
Pros
Pixel Union offers premium customer support
Easy-to-use promotional bar
Intuitive and customizable
Cons
Some reports of slow responses from customer support
Overly complicated for some users; support needed to use custom themes
Quick Announcement Bar is a message bar app that Shopify store owners can use to quickly post announcements on their websites — no coding required. Broadcast a free shipping bar, or a bar that displays important information and special offers.
Pros
Bars can be set to display only on certain pages, or only to users from specific countries
Multiple bar rotation allows multiple bars to display every few seconds
Animated CTA button to grab visitor’s attention
Multiple language translations available
Cons
Only one pop-up option (the announcement bar)
Placement limitations
4) Pop! Sales & Live Activity Pop
Pop! Sales & Live Activity Pop creates automatic sales notification pop-up windows that make your store look busy without obstructing the customer experience. It’s great for building trust with prospects who are on the fence about purchasing a product — seeing that someone else recently purchased something triggers a fear of missing out (FOMO).
Pros
Shows real-time purchases to help boost conversion rates and social proof
Customizable designs and advanced CSS in paid plans for easy, consistent branding
Quick, smooth setup process
Cons
Not great for new sellers with low traffic (you will be charged if you go over 100 web visitors a month, whether it’s real people or bots)
Multiple reports of unauthorized charges
Slow responses from customer support
5) Promolayer
Promolayer doesn’t only offer basic pop-up templates — there’s a full suite of exciting options that will help your website stand out such as banners, spin-to-wins, full screen welcome mats, exit offers, and slide-ins.
Pros
Easy to customize
Ability to run A/B tests without affecting Google Optimize data
Built-in spellchecker to ensure your pop-ups are well represented
Cons
Reports of some minor glitches, but the main pop-ups work well
6) Email Pop Ups & Exit Popups
Email Pop Ups & Exit Popups by OptiMonk is a pop-up app that focuses on helping Shopify store owners grow and meet their goals. With this app, you can build intuitive and attractive pop-ups for web and mobile that help you convert more visitors and collect quality feedback along the way.
Pros
Quick and professional customer service
Over 30 intelligent targeting and triggering options
A/B testing
Free version available
Cons
Hard to customize without a developer, support, or coding experience
No customization options on spin-the-wheel function
Somewhat confusing setup process
Pricing
Free: Free
Essential: $29/month
Growth: $79/month
Premium: $199/month
7) Privy
Privy is an ecommerce marketing platform that helps ecommerce store owners manage their marketing with ease. One of the best features of this platform is that it incorporates both SMS and email marketing.
Pros
Simple to setup and track SMS marketing
Easily build automation triggers based on website visitor behavior
Great for sending messages to customers for abandoned cart recovery
Cons
Complaints of limited reporting capabilities
Have to export data to assess how email campaigns are performing
More complicated than some alternatives; users report a bit of a learning curve
If a pop-up is a perfume counter employee suddenly spraying you with the latest scent, a chat campaign is a clerk tactfully approaching to see if you need any assistance.
Gorgias’ pop-up chat campaigns are a softer way to interact with customers that don’t feel intrusive the way a full-screen pop-up does. With Gorgias’ chat campaigns , you can reach out to customers to proactively ask for support: “What can I help you with?”
Chat campaigns are a non-intrusive pop-up that appear at the bottom corner of the screen and offer help, rather than a hard sell. Gorgias customers report they can lift revenue by 13% and conversion rates by 25 to 30%.
You can set up chat campaigns that reach out to customers at key moments. For example, if a customer lingers on a product page, you can send them a discount code. If they linger with items in their cart, your chat could remind them that you have free shipping.
How ecommerce chat campaigns work
Chat campaigns can be set to active when a customer visits a particular product page, or when a certain amount of time has lapsed, or both.
When activated, the chat pops up with a message of your choosing, whether that’s an announcement, a discount, or an offer of support. When a customer replies, that’s sent directly to your customer support team in Gorgias’ helpdesk.
Chat campaigns are easy to set up in Gorgias by navigating to Settings, then Integrations, and clicking Chat. Adding a new campaign allows you to customize when the chat is fired and what message customers will see.
If a customer does respond and creates a ticket, Gorgias helps you set up Rules to determine priority level for your customer service agents.
In addition, the chat button can be programmed so when a customer clicks, they get automated self-serve options such as tracking their order, canceling an order, or filing a ticket.
Examples of chat campaigns
There are several ways to implement chat campaigns so we’ll go over some examples of chat pop-ups in action.
Spark conversion around specific products
The chat campaign can be used to give specific products a boost or offer help. For example, if your core product is shoes, the chat campaign could pop up with advice on sizing.
Think of it as another space for frequently asked questions. Using the pop-up, you can satisfy those questions without the customer having to go looking for answers themselves, or file a ticket.
Here’s an example from Franklin, a French pet food brand. They programmed chat campaigns to appear on product pages for specialized foods, so shoppers can ask questions and make sure they’re buying the right product.
Share limited-time offers and product-specific discounts
Traditional pop-ups are one way to announce an offer or sale, but a chat campaign can do this as well, in a more friendly way.
A chat campaign message with a special offer feels more exclusive than a flashy pop-up and can be customized for individual products, for example offering a percentage off your best-selling item.
Capture high-value customers
Let’s go back to Jaxxon for an example of how to get the attention of customers browsing your best-selling products.
When a customer clicks to view Jaxxon’s Cuban Link Chain, their top gold chain under $100, the chat campaign pops up to help. The campaign offers a list of styles under $100 and a style quiz.
Neither of these are hard sells but ways to engage the customer and help them find just the right product. From here, customers can click the links to type to reply and speak to customer support.
Why chat campaigns are better
Pop-ups are risky business. Although they can lead to conversions, pop-ups that are intrusive can turn customers away. A chat campaign is a solution that combines all the useful parts of pop-ups with excellent customer service and a gentler approach.
Chat campaigns:
Are small, unobtrusive, and take up less screen space
Less invasive with a time delay
Employ a less aggressive sales approach
Are fully customizable to target particular products
Provide a direct path to human interaction
Have a wide variety of use cases
Are SEO-friendly
Boost your conversions with Gorgias chat campaigns
There’s a lot of ways to improve your ecommerce store’s conversion rate and chat campaigns are a proven method to do just that.
Chat campaigns are fully integrated into the Gorgias helpdesk, with your live chat and campaign options all available in one place. Plus, with the ability to bring in a customer’s unique information and order history, you can provide a truly custom customer experience.
Learn more about how Gorgias can help you provide amazing customer experiences.
You can — and should — prepare for these mishaps with a library of apology email templates. A timely apology email builds trust, prevents churn, improves your retention rate, protects your bottom line, and keeps your company name in good standing.
According to KPMG, 46% of customers who are truly loyal to a brand will remain so even after a negative experience. They’re also far more likely to recommend a brand to friends and family or write a positive review online.
An effective apology email is your best bet to regain and reinforce customer loyalty after an error or delay. And loyal customers are closely linked to revenue. According to data from more than 10,000 Gorgias merchants, repeat customers generate 300% more revenue than first-time customers.
The Effortless Experience
Continue reading to learn the key components that every effective and sincere apology email should have, as well as some dos and don’ts, to keep customers on your side.
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How to write customer service apology emails (the dos and don’ts)
Apologies can repair the situation or make it worse. If you bungle the apology, you risk losing a customer forever. But a well-executed apology can strengthen your relationship with a customer, as Brianna Christiano, Gorgias's Director of Support, explains.
“In my experience, proactively sending an apology email and admitting that maybe you made a mistake as a company, or you didn't provide the best experience, really builds trust with customers,” says Christiano. “You'd be surprised how many customers will forgive you for that mistake.”
This list will prepare you for creating your own customer service apology emails to make sure you correct the situation without making it worse.
Do: Create a library of brand-appropriate apology email templates
When a mistake happens, you don’t want to be left scrambling. Being prepared ahead of time with email templates will allow you to send out on-brand apology emails and correct the mistake as quickly as possible.
It’s also critical that everyone on your customer support team has access to those templates. Make this part of your customer service training and onboarding to ensure that every customer is receiving the same level of care when an apology needs to happen.
With Macros, Gorgias customers can build a library of customer service responses, including apologies, to send as emails to customers. You can respond directly to tickets in your helpdesk using these Macros and ensure consistent messaging (and the right customer service words), no matter who responds.
Macros are templates that you build for common ticket responses, such as shipping inquiries or apologies, that can be further customized with individual customer information.
Macros integrate with ecommerce platforms (like Shopify or BigCommerce) so you can insert personalized information for each customer. Here’s an example of how Macros use variables to pull customer data directly from BigCommerce (in this case) and automatically personalize the message:
Don’t: Wait to apologize
Speed is of the essence when it’s time to send a customer apology email. You should send an apology as soon as you see something has gone wrong, rather than waiting for a customer complaint to come in.
Frustrating or negative customer experiences decrease loyalty. According to The Effortless Experience, 96% of high-effort experiences — such as having to contact the company — make the customer feel disloyal afterward. Frustrated customers can easily turn into angry customers.
“Instead, you're reducing the escalation upfront by being proactive,” says Christiano. “When the company sends an email about an issue the customer didn’t notice, customers appreciate that the company has gone above and beyond.”
Gorgias analyzes incoming tickets for sentiment to detect angry and escalated customers so you can address them before they take their anger out on social media and cause further damage.
Do: Personalize the apology to each customer based on past interactions
A personal apology is always a more sincere apology. When you create your templates for customer apology emails, leave spots to insert personalized information about the affected customer, from the customer’s name to more detailed order information.
You can get even more detailed than that, though. Using Gorgias’ Customer Sidebar feature, your customer success or support team can see information in the sidebar such as:
Past orders
Reviews
Loyalty status and points
Previous conversations
For example, you could thank a customer for a past review (“Thanks so much for your kind words about our matcha powder!”), or reference a past order (“How did you like the matcha powder you ordered last month?”).
Or, go above and beyond ("Again, so sorry for this issue. I noticed you're a frequent shopper here and I want to thank you for your business and patience as we sort this out — here's a discount code for 15% off your next order: SORRY15!").
If you see a customer has left a negative comment in the past, mention it and tell them how that feedback has helped your brand to correct the issue and provide better service.
Taking the time to personalize customer interactions, including apology emails, directly impacts your revenue. According to a study by Twilio, 98% of companies say personalization increases customer loyalty. Additionally, customers around the world spend an average of 46% more when engagement is personalized.
Don’t: Send your email to unaffected customers
Being proactive with your apology letters is important, but you can also go too far. Sending these emails to customers who haven’t actually been affected by the issue will just create more headaches for your customer support reps.
“Before you send a mass email to 50,000 customers, make sure that most of those people were impacted. Because if you don't, you're going to create more confusion,” says Christiano.
If, for example, you’re having supply issues, don’t send a mass email to every single customer. Those whose orders are actually unaffected will now think there’s a problem with their orders even if there’s not. That’s going to mean more incoming and unnecessary tickets for you to deal with.
Do: Maintain a tone that reflects your brand but also the severity of the mistake
Every company has a different brand identity and style of communication. For some, it may be on-brand to send communications with emojis and playful wording. Others may prefer something more simple and elegant. In any case, you may need to adjust that voice for customer apology letters.
This starts right from the subject line. If a customer’s order is delayed, whether due to shipping issues or stock shortages, that’s a serious issue. Sending a subject line with cutesy wording like “oops” and frowning emojis may communicate that you’re not taking the delay seriously.
“If it's a small inconvenience, I think you can keep it lighter. It really just depends on the severity of the problem,” says Christiano.
Here’s an example of a small mistake that justifies a light-hearted tone:
Paperchase
And here’s an example of a graver issue, handled with more detail and a serious tone:
Death Wish Coffee
In the body of the email, use straightforward language that clearly acknowledges the problem rather than dancing around the issue and directly communicate how you’ve corrected the mistake.
Again, this is where creating personalized email apologies comes in. Christiano says you should look at factors like:
The price point of an order
The customer’s order history
The customer’s VIP or loyalty status
The tone of past reviews and conversations
Adjust the templates below to fit with your brand’s unique voice, but don’t forget that the wrong tone can make an apology email less effective.
Don’t: Leave the customer empty handed
A sincere apology to your customers should directly acknowledge the issue, take full responsibility, tell them what steps are being done to correct it, and give them a reason to come back and shop again.
Consider ending apology letters with some sort of offer — a voucher code for free shipping, a discount coupon code, store credit, or other perks. This demonstrates that you understand the customer has dealt with an inconvenience and you want to make it up to them beyond sending your “sincerest apologies.”
Christiano says it’s a good rule of thumb that if an issue is serious enough that you need to send an apology email, it’s worth considering including some sort of offer. For the most serious issues, you may even want to offer a full refund to retain that customer.
Here’s a great example of a mass email apology that extends the discount for goodwill (and more sales):
ELOQUII
Don’t think of offering a coupon code as a further loss. It’s better to take a small hit on the next purchase than to not get the next order at all. Plus, an angry customer may leave negative reviews on your site or social media, driving away other potential customers and impacting your customer satisfaction (CSAT) score.
10 apology email templates for every type of mishap
Below you’ll find useful email templates for every type of apology you may have to send as a brand. These apology email examples have spaces for you to insert personalized information for each customer, such as the customer’s name and shopping history. Use these as a starting point to craft your own letter templates.
1) Service or website outage or downtime (mass email)
This template is for when you’ve had site-wide technical issues or glitch that has impacted your entire customer base. Mass emails are less customized than individual emails, but should still contain all the key parts of a good apology.
Hi {{Customer first name}},
We’re currently experiencing a service outage for {{Website / Product / Service}}. We’re actively working on resolving the issue, which we believe is due to {{Reason for outage}}. We apologize for the inconvenience and assure you we’ll have everything up and running as quickly as possible.
Stay tuned at {{Website / Social media page}} for the latest updates.
Thanks,
{{Current agent first name}}
2) Late shipment or delivery (individual)
This is for when a customer’s order will be sent out late. This is when you should consider how to tailor your apology letter to the unique customer and their history with your brand.
Hi {{Customer First Name}},
We regret to inform you that your order {{order number}} has been delayed.
We apologize for any inconvenience, and we appreciate your understanding. The reason for the delay is {{reason for the delay}}.
You can track the status of your order using this tracking link {{Link to tracking portal}}.
If you’d like to return or exchange your order, you can do so here {{Link to return/exchange portal}}.
Once again, we apologize for the inconvenience. Please let us know if you have any questions or can provide further assistance.
Best,
{{Current agent first name}}
3) Late shipment or delivery (mass email)
This is for when you have a company-wide issue with delivery times, such as stock shortages or even shipping issues beyond your control, and need to send a mass apology email.
Hi {{Customer First Name}},
We’re reaching out to let you know that we’re currently experiencing shipment delays, largely due to {{Cause (e.g. supply chain issues, holiday rush, broken workflows, etc.}}. There will most likely be delays of {{range of business days}} on recent orders.
We understand this is a serious issue and are doing everything in our power to fulfill your orders as quickly as possible. For more information on shipping delays, you can check out {{link to FAQ page}}. If you have any other questions, please feel free to reach out to our team by responding to this email.
Best,
{{Current agent first name}}
4) Package never arrived
This is a customer whose order has been lost This will likely be sent in response to an incoming ticket from an upset customer.
Hi {{Customer First Name}},
Thank you for reaching out! I’m so sorry to hear that you were unable to locate the missing package. Rest assured we will remedy this situation for you.
I have two options to offer: we can ship a replacement to you or issue a full refund for the order instead. If you prefer a replacement order, we kindly ask that you confirm the shipping address of where you would like the replacement order sent. We look forward to receiving your reply.
{{Current agent first name}}
5) Item arrived damaged
This is for when a customer receives a defective product. You’ll need to provide instructions on what the customer should do next, in addition to an apology.
Hi {{Customer First Name}},
Thanks for reaching out about your recent order {{Number of last order}}. I’m sorry to hear about your experience. As we try our best to provide exceptional service, some factors like shipping and handling are out of our control and issues like this can happen.
Please send us a photo of the broken/damaged item(s) you received and we’ll do our best to resolve this as soon as possible.
{{Current agent first name}}
6) Incorrect item delivered
If the incorrect item, or incorrect quantity of an item, is delivered you’ll need to apologize but also tell the customer what they should do with any incorrect items.
Hi {{Customer First Name}}, Thank you for letting us know we sent you the wrong product. We apologize for the inconvenience. We are sending you the correct product, the {{correct product name}} and it will be shipped by {{estimated shipping date}}.
We sent it using expedited shipping, so you should receive it {{estimated delivery date}}. Please return {{old product}} in the original shipping box and packaging using the attached shipping label and instructions. Please contact us with any additional questions.
{{Current agent first name}}
7) Previous communication mistake
If you sent a piece of email marketing with an incorrect or missing discount code, for example, you should follow up with an apology and correction. And, if it’s not too complicated, explain what caused the miscommunication in the first place, and the steps you’ve taken to prevent it from happening again.
Hi {{Customer First Name}},
On {{day of the communication mistake}}, we experienced a hiccup with {{cause of the error}}. This resulted in you receiving a confusing email — sorry about that!
We addressed the issue and hope to avoid this happening in the future. As a way to apologize for any confusion caused by the last email, we {{Insert policy: temporary discount, free shipping, personalized code, added a credit, etc..}}.
Thank you for understanding. Please respond to this email with any questions!
Best,
{{Current agent first name}}
8) Reply to a bad customer review
When a customer is upset, a professional apology can go a long way to correcting the issue and retaining their business.
{{Customer First Name}},
Thanks so much for your feedback on {{Customer survey, review site, etc.}}.
I wanted to check in and get a little more information from you about your experience. This will help our team improve future experiences for you and other shoppers. If you’re open to it, you can just reply to this email and share your thoughts.
Thanks for your time,
{{Current agent first name}}
9) Poor service experience
As we’ve discussed, poor customer experience can decrease loyalty. Correcting the issue and apologizing can help get that loyalty back.
Hi {{Customer first name}},
Thank you for reaching out and letting us know about your experience with us. This is not up to our standard and I've passed this along to our team to ensure this doesn't happen again.
In addition, I've {{Insert policy: refund, added a credit, send a replacement, etc.}} to make this right.
We truly value you as a customer and apologize for the inconvenience this caused.
Please let me know if I can help with anything else.
{{Current agent first name}}
10) Escalated customer
If a customer is already escalated, you need to have an apology email that reflects how the customer feels. Unhappy customers can cause lots of damage beyond lost business, including damage to your reputation through social posting and reviews.
Hi {{Customer first name}},
Thank you for reaching out and letting us know about your experience with us. This is not up to our standard and I've passed this along to our team to ensure this doesn't happen again.
I have CC’d {{Technical/Lead agent first name}} on this email. They will be able to figure out what happened here and ensure that we resolve this for you.
{{Current agent first name}}
Winning back upset customers is worth it
When mistakes happen, remember that your most valuable customers are the ones who come back again and again. Mistakes create a risk of losing a customer, but it’s also an opportunity to rebuild loyalty and turn a bad situation into a chance for a positive customer service interaction.
Your customer service team should have a clear process in place for winning back upset customers and having a thorough library of sincere, on-brand customer apology emails is a key piece of the process.
Start a demo with Gorgias today to streamline your customer responses and get the best possible return on investment with customer service.Mistakes happen. Even with the best-laid plans, your ecommerce business will inevitably run into shipping delays, website outages, and other mishaps that cause customer complaints.
The trick to ecommerce is having great products and attracting a bunch of people to your website. Right? Not quite.
Great products and brand awareness are important, but so are all the little details that make up your website’s shopping experience. Everything — from the way your products are categorized to the live chat widget (or lack thereof) — impacts how successfully you can turn browsers into buyers, also known as your site’s conversion rate. One of the most important of those elements is your online store’s shopping cart.
In this article, we’ll explore everything that happens after a website visitor clicks “Add to cart,” including the reasons customers abandon carts and 14 shopping cart best practices to encourage customers to keep shopping and place an order.
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How damaging is cart abandonment for your brand’s revenue?
Shopping cart abandonment is when a customer adds items to their shopping cart on your website, but leaves before making the purchase. Recent data from the Baymard Institute shows that the average shopping cart abandonment rate is 69.82%. This means that about seven out of every 10 shoppers at your store will not click “purchase.”
Baymard also crunched the numbers to find out that companies across the U.S. and Europe collectively lost out on $260 billion worth of revenue due to cart abandonment. This revenue could be recovered through a stronger checkout flow and cart design.
What causes shoppers to abandon shopping carts?
The next layer of navigating how to address checkout abandonment issues revolves around reasons for abandonment, which run the gamut. Baymard’s research reveals the top reasons for cart abandonment:
A checkout process that requires the customer to go through multiple steps is one reason that customers abandoned their carts, as cited by the Baymard survey from late 2021. Of those surveyed, 17% say that they didn’t complete their purchase because the process was “too long or complicated.”
It’s vital to get your shoppers to quickly find a checkout button that actually completes the purchase, in as few clicks and screens as possible.
Gated checkout processes
If you require customers to create an account before checking out, you’re most likely losing some of them before checkout. Simply put, people don’t want to be forced into creating an account (that will most likely lead to emails they do not care for in their inbox) just to purchase a product from your company. In the Baymard study, 24% of consumers report “the site wanted me to create an account” as their top reason for abandoning during checkout.
Even if customers do comply and create an account, they may be annoyed or frustrated by having to do so — which your company should avoid at all costs in order to ensure an excellent customer experience.
Not enough payment options (or missing convenient options)
Another reason for cart abandonment cited in the Baymard survey was “not enough payment methods.” This could mean that an ecommerce company doesn’t accept certain credit cards or other payment options like PayPal.
When your online store accepts multiple payment methods, you are more likely to meet each customer’s individual expectations. This leads to a sense of convenience and a smoother customer experience.
Lack of trust in the shopping cart’s security
Most online shoppers want to feel a sense of trust before plugging their credit card details into any website. Baymard’s 2021 survey finds that 18% of customers say they abandoned their online cart because they did not feel that the ecommerce store was trustworthy.
It’s important to make your customers feel secure, specifically when dealing with privacy and sensitive data like credit card numbers and personal information. Social proof like customer reviews on your products, as well as security guidelines like secure sockets layer (SSL) and payment card industry data security standard (PCI DSS), are a great way to bolster trust among first-time visitors.
Surprise shipping charges or long delivery wait times
Finally, the most commonly cited reason for cart abandonment among consumers is surprise shipping costs or long delivery wait times. According to Baymard, “extra costs” and “delivery was too slow” made up 68% of survey responses. This shows just how much shipping can impact whether or not someone chooses to go through with ordering your product.
14 optimization tips for the best shopping cart experience
Offer the right payment options
Don’t require shoppers to create an account in order to buy
Add “mini cart” functionality to keep your cart visible
Make product descriptions and thumbnails visible on the shopping cart page
Limit the customer information you collect
Provide total cost estimates during checkout
Use breadcrumbs to show the number of steps in your checkout process
Create an abandoned cart workflow automation
Give your customers multiple shipping options
Implement an auto-save feature for items in shoppers’ carts
Offer a live chat feature on the checkout page
Make it easy for customers to move between their cart and product pages
Use your shopping cart for upselling and cross-selling
Add a “Buy now” button to skip the shopping cart
Now that you know some of the top reasons customers are abandoning their carts, let’s look at some best practices you can implement to give customers a positive shopping cart experience — and lower your cart abandonment rate.
1) Offer the right payment options for your customers
As mentioned, a lack of payment options is one reason customers abandon their online shopping carts, so ensuring your ecommerce website has options is vital. According to SaleCycle, the majority of online shoppers want the option to pay for purchases online with either a digital wallet (digital payments not attached to a card), credit card, debit card, or bank transfer.
The more options you have available, the better. Additionally, some payment options can also make checkout faster and easier for customers, which also helps with cart abandonment rates.
Pro tip
Be sure to think about which payment types will make the most sense for your customers and your business size. If you are just starting out and have a limited budget, consider starting with PayPal or Venmo. Once you start growing, expand to include all the major payment options: Visa, MasterCard, American Express, Discover, Apple Pay, PayPal, and maybe even a buy-now-pay-later option like Klarna or Afterpay.
Also, consider investigating whether your ecommerce platform has express checkout options. Shopify, for example, has express checkout options that let people pay through services like Amazon so they can skip typing out contact, payment, and billing information. Here’s an example of express pay on CROSSNET’s website:
2) Don’t require shoppers to create an account in order to buy
Shoppers don't want to create an account in order to make a purchase, so eliminating this requirement (if you’re using it within your online store) can be a quick fix for boosting conversions.
The National Retail Federation reports that 97% of cart abandonment is due to inconvenience. So, keep the shopping cart design as simple as possible — give customers the option to create or sign into an account, but also provide a guest checkout option with a prominent checkout button.
Pro tip
Give customers the option to create an account via social media or their Google account after they purchase. This taps into the convenience factor, and gives you a chance for future email marketing or customer loyalty programs.
Also, if you have subscribe-and-save functionality, make the discount clear to customers throughout the checkout process — again, without making it mandatory. Olipop’s “Add to cart” option is a great example of advertising the better deal without sacrificing usability for the shopper:
3) Add “mini cart” functionality to your ecommerce site to keep your cart visible while browsing
Keeping a customer’s online shopping cart accessible while browsing is another best practice that can help decrease cart abandonment. A mini cart makes the shopping process much more seamless because customers can easily add products to their cart — or review current cart contents — in a drop-down and without being directed to a new page. This can help minimize potential website loading issues, which Baymard’s survey cites as a top reason that customers abandon their carts during checkout.
Pro tip
Mini carts are usually a simple add-on, depending on which platform your online store is based. Both Shopify and WooCommerce offer mini cart options that you can easily add to your shop. If you’re looking for a brand that has a successful mini cart, check out fashion retailer Marine Layer. Here’s the drop-down that happens if you hover over the cart icon:
4) Make product descriptions and thumbnails visible on the shopping cart page (where it makes sense)
Adding your product details to customers’ carts can be extremely helpful — if it makes sense for your business.
For example, if you sell power tools and a customer is purchasing new drill bits, they may want to double-check that the drill bits they put in their cart are the correct size. So, in order to keep them on the checkout page, include a brief description below the product name. This eliminates the need to go back to the main product page, which eliminates the potential for slow page loading and frustrated customers.
Pro tip
The product description on the checkout screen doesn’t need to be long or complicated — one or two solid sentences from the original product page will do. Or, if your company sells highly visual merchandise, a thumbnail — a picture’s worth a thousand words, after all. One store that add thumbnails to their shopping carts is Glamnetic:
5) Limit the customer information you collect to only the essentials
Everyone values their personal privacy, especially when shopping online. ROI Revolution reports that ”39% of consumers say they have maintained the same level of concern about their online privacy over the past year and 20.5% of consumers say they’re much more concerned about their online privacy compared to one year ago.” Only 8.6% of online shoppers say they’re less concerned now than they were a year ago.
This is why it’s so important to only collect information from your customers that is absolutely necessary. In a typical shopping transaction, these essentials would include things like email address, phone number, and street address. In some cases, you might also ask for some basic demographic info that’s important to your company’s segmentation, such as gender and purchase habits. You may offer the option to keep customers’ credit cards on file, but we don’t recommend doing this without their permission.
If customers do opt to keep their credit card information stored on your site, be sure to let them know exactly how this works. Most companies take advantage of encrypted online or cloud-based storage systems. Let customers know there are even regulations that dictate what you can and can’t do with your information. This will help put them at ease and show that your brand is trustworthy.
Pro tip
Offer customers two-factor authentication (2FA) or multi-factor authentication (MFA) when shopping on your site, which signals to your customers that you take their privacy seriously. Many companies have opted for MFA or 2FA in the past few years, and you can use Amazon Pay or Google Pay as a version of 2FA on your ecommerce site.
6) Provide total cost estimates during checkout to reduce sticker shock
As pointed out earlier in this article, unexpected fees are cited as the most popular reason that customers abandon their carts before checkout. To avoid this, give customers an estimated subtotal before they get to the checkout screen. This can be especially important for larger-ticket items because shipping a $1,000 sofa will most likely come with a higher shipping fee (and more tax) than a box of clothing.
Pro tip
When a customer is on a product page, include an option to enter their zip code to calculate a preview of tax and shipping before they click “add to cart.” Native Union does an excellent job of this on its website. They even break down the costs for various shipping options like standard and express delivery:
7) Use breadcrumbs (progress indicators) to show the number of steps in your checkout process
The breadcrumb feature can be used in many ways on websites but has a specific use for ecommerce checkout processes. Letting customers know how much time, or how many steps, they have left in the checkout process is important to ensure they complete their purchase. Progress indicators can be as simple as a little block of text on the checkout screen that says “1 of 3,” or can use graphics for more visual appeal.
Pro tip
Take this time to think about each step of your business’ checkout process and make it as simple as possible. The more steps a customer has to go through, the more chances you have to lose them. Shopify’s default checkout page has a clear progression from Cart > Information > Shipping > Payment, which you can see on Comfort One Shoes’ site:
8) Create an abandoned cart workflow automation for customers that leave items for later
Some ecommerce sites let customers add items to a wish list or “save for later” to reduce the number of times customers add items to a cart without plans to buy them in that shopping session. Regardless of whether you have that functionality, you should create a workflow for customers who leave items behind.
This workflow could include things like email reminders, on-screen pop-ups, retargeting ads, and sending follow-up coupon codes. It’s important to keep in mind the specific goals of your ecommerce business. What may be right for some brands may not be right for yours.
Pro tip
Timeliness is everything when it comes to your abandoned cart workflow. When customers are ready to buy, you must be there. Some sites use exit-intent pop-ups as a hail mary for customers about to abandon carts. And while this is effective, some customers find it disruptive.
Every customer has different expectations and needs when it comes to shipping. Offering robust shipping options expands the number of situations your ecommerce business can seamlessly respond to. Beyond helping to decrease your brand’s cart abandonment rate, providing various shipping options can lead to more sales as well as higher retention and customer satisfaction.
Pro tip
Take into account your target customers’ needs and try to cater to every shipping scenario, which could include the following options:
Flat-rate shipping (4-5 business days)
Expedited shipping (3 business days)
Next-day/overnight shipping (1-2 business days)
Local pick up, especially if you have a large number of customers in the city where you operate
Regardless of your options, clarify the price as early as possible to avoid unwanted surprises. Here’s the clear layout of shipping costs on Sol de Janeiro’s website:
10) Implement an auto-save feature for items in shoppers’ carts
At this point, you know many of the reasons customers may abandon their shopping carts online. From frustration and slow page loading speed to simply being distracted, customers leave their carts a lot, so implementing an auto-save feature on your website can help decrease your shop's cart abandon rate. A customer may be distracted and leave your website, but then come back to it a few days later. When they reopen it, their saved cart will remind them of their previous intent to purchase.
Pro tip
Tap into your website management software to see if an auto-save feature is available. It may be as easy as flipping a toggle. If you use Shopify, you can also save carts between visits so customers can retrieve their old carts when coming back to your site.
11) Offer a live chat feature on the checkout page for customer questions
Most customers (90%) expect an immediate response to their customer service inquiries, according to HubSpot. Being able to provide your customers with this support through a live chat feature can boost the overall customer experience, as well as improve your store’s cart abandonment rate. Even more, Kayako reports that 79% of businesses say offering a live chat feature positively impacted sales (including upsells), revenue, and customer loyalty.
Pro tip
Use Gorgias for live chat (and more). The live chat widget can seamlessly integrate with your Shopify store and provide a solution for customers who may have questions at the time of purchase to drive sales. You can even use chat campaigns to target certain customers — like those lingering on a checkout page — to see if they need information or a discount to complete the purchase:
12) Make it easy for customers to move between their cart, product pages, and more in your online store
Ensuring the design and user experience of your ecommerce shop is up to par is the last but extremely important best practice when it comes to lowering your cart abandonment rate. You’ll want to ensure customers can move through all areas of your website with ease.
Pro tip
Explore new features and add-ons that your website software offers. If you’re currently building everything yourself, we encourage you to check out how a tool like Shopify can drastically elevate your customers’ experience while not taking too much time away from your team. For inspiration from an online retailer who does this well, check out skincare brand Then I Met You.
13) Use your shopping cart for upselling and cross-selling — with limits
Your shopping cart can be a good place to recommend additional products to browsers. This is especially true if some of your products require others for full functionality.
As you can imagine, pushing items onto customers before they’ve even decided whether they want to make a purchase in the first place is dangerous. They could get annoyed and abandon the purchase altogether. So, if you do decide to add this to your store, do so strategically. For example, Little Poppy Co. uses in-cart recommendations to offer a discount and subscribe-and-save option, which many customers may appreciate.
14) Add a “Buy now” call to action (CTA) button to skip the shopping cart altogether
As we described above, the shopping cart is a bit of a minefield. Customers can fall off at any second and decide not to buy anything or, worse, check out your competitor’s website. One way to avoid issues is to let shoppers skip the shopping cart altogether and let customers just buy the product.
If you use Shopify, check out their article on Buy Buttons for more information, including some words of warning about the button’s shoddy functionality.
Check out Loop Earplug’s website for a good example of a clear, visible button to skip the checkout process and buy now:
“We’ve seen 43% increase in revenue from customer support since we launched pre-sales flows. Quick response flows give us the ability to build trust with our customers and that’s priceless. When customers get a quick and honest answer, they often end up buying more than one product in a short span of time. Seeing customers live the life we’re aiming to create for them in Loop Earplugs is extremely rewarding for us.” - Milan Vanmarcke, Customer Service Manager at Loop Earplugs
3 amazing ecommerce shopping cart experiences to inspire you
Finally, let’s take a look at what we consider to be the gold standards of ecommerce shopping experiences. Don’t hesitate to take some ideas back for your online shop — they may be exactly what your ecommerce strategy needs.
Revolve
Clothing retailer Revolve is a top example of a clean, efficient customer checkout process. The brand doesn’t force customers to log in or sign up for an account in order to purchase — but does give the option. Revolve also provides a live chat option, as well as text and phone numbers to get a hold of a customer service rep should a question come up.
Amazon is another leading example of a shopping cart experience that covers a lot in a small amount of space. Though it may seem busy for some customers, Amazon features additional information about the product a customer is buying right in the checkout screen, such as the stock count (if there is a low number), eligibility for free shipping, and even information about if the product is Climate Pledge Friendly.
Third, we’re highlighting the athletic wear brand Nike. The company takes a similarly minimalistic approach to Revolve, but is a top-tier example of breadcrumbing and providing estimated additional fees like shipping and tax. The brand also provides a product description on this page, which can be especially helpful when purchasing shoes.
Take your ecommerce customer service to the next level with Gorgias
Providing a smooth shopping and purchasing experience can lead to a satisfying, stress-free customer experience. Ensuring a positive customer experience will lead to greater customer experience which has a huge impact on your revenue.
To make the process even more seamless, we recommend checking out Gorgias to manage all of your customer support in one place. The all-in-one platform was built specifically for ecommerce businesses and can integrate easily with other online shop platforms like Shopify, BigCommerce, and Magento. Learn more about how Gorgias can optimize all customer interactions and streamline your business.
A frequently asked questions (FAQ) page is a simple resource with a big impact.
It proactively answers common customer questions, clears up any confusion that might get in the way of a purchase, and limits the number of repetitive tickets your customer support team receives so they can focus on higher-impact conversations.
Plus, an FAQ page sets the foundation for a larger knowledge base or content marketing effort — such as a help center or a blog.
Prepare for a deep dive on FAQ pages: We’ll share FAQ page examples ranging from household brands to smaller ecommerce retailers, simple tips for building your page, and a template generator to get you started.
We’ll also discuss when it’s time to upgrade your FAQ page into a more thorough help center to provide an even better, more proactive, customer experience. (It’s earlier than you think.)
What is an FAQ page?
An FAQ page is a page on your website that answers your customers’ most frequently asked questions. The questions included on an FAQ page tend to cover key information that’s relevant to most (if not all) visitors: questions about operating hours, product availability, pricing, return policy, basic troubleshooting, and more.
By providing these answers, your customers can get the information they want immediately, without contacting your support team.
FAQ pages are fairly low-tech, but they’re highly strategic. You can spin up an FAQ page in just a few hours and start seeing the benefits immediately, whereas more advanced customer service strategies like customer service automation and omnichannel customer support require a bit more investment.
7 FAQ page examples to emulate and learn from
Now that we’ve discussed the benefits and tips to create the best FAQ pages, let’s study what works (and doesn’t work) on the screen. Check out these seven visual examples of FAQ pages from brands of all sizes and industries.
1) Twitter/X: A great example for large companies
Twitter
Twitter’s new-user FAQ places all FAQs onto a running, searchable page. You’ll see plenty of internal links, and notice the navigation bar on the left. Clicking any of those lines will jump users to the relevant section of the FAQ.
On the business side, Twitter has other FAQs that are harder to navigate and much more detailed. But there, the company assumes the user has a higher level of tech familiarity and more specific needs.
For such a behemoth company, multiple FAQ pages make sense. If your company sells many complex products or services, follow Twitter’s lead and consider multiple FAQ pages. But for most companies, the simplicity of one FAQ page is preferable.
2) McDonald’s: Poor organization, good searchability
McDonald's
It’s hard to miss the gigantic search bar on McDonald’s primary FAQ page. Just in case you do miss it, they include a helpful (if gigantic) prompt telling you to search for a question.
For such a sprawling FAQ page, a search bar is a good choice for organization’s sake. The top three questions pictured above don’t seem connected to one another, nor do they seem likely to be the three most popular questions McDonald’s support receives.
Still, for its excellent search and filtering options, McDonald’s is doing good FAQ work.
3) Microsoft: An organized way to provide FAQs for a complex product
Microsoft
Microsoft’s previous central FAQ page was centralized to the extreme, but the company has recently given every service its own FAQ page. Again, for companies with many complex products, this is a good decision. Here’s the page for Microsoft 365, which uses a navigation bar at the top with numerous questions in each section.
The “top questions” section is a smart move, pulling out the most-asked questions from each category and placing them at the top of the page.
Unfortunately, the page isn’t fully searchable: Each answer is hidden from the main page search until you expand the dropdown sections.
4) Nintendo Switch: Great visuals and categories
Nintendo
The FAQ page for the Nintendo Switch does many things very well. All the questions are on one page, but Nintendo goes above and beyond by providing six visual buttons that jump users to the relevant section on the page. The questions are listed clearly and organized logically, and some questions match search queries closely (“How long will my Nintendo Switch battery last?” and “Can I watch movies on Nintendo Switch?”).
One drawback is that, like Microsoft, Nintendo is using collapsed answers, meaning on-page answers aren’t easily searchable. Worse, there’s no button to expand all answers at once.
5) Wikipedia: Searchable, succinct questions and answers
Wikipedia
Wikipedia’s main FAQ page is well-built. It conforms to the overall site design (at first glance, it looks like any other wiki page), which is always a good choice. It’s fully searchable, both on-page and using browser search. You can quickly and easily see a list of the 11 questions on the page, and each question is linked to its answer lower down on the page. The answers themselves are succinct and chock full of internal links (as Wikipedia pages tend to be).
Wikipedia also has a FAQ index page, which lists out the 20+ different FAQs on the site. This page is well designed, too: While it doesn’t (and can’t) list out all the questions for every FAQ, it does include strategic keywords that can quickly guide the user to the right FAQ for any use case.
6) Zappos: Great categorization for a complex service
Zappos
What the Zappos FAQ page lacks in attractiveness, it makes up for in utility. Every question is listed in the navigation section at the top, neatly organized into categories. Each one is linked, too. Scroll down, and you’ll see complete questions and answers without collapsable menus, which is great for on-page searching.
You’ll also see a ton of keyword-rich answers and internal links to other Zappos web pages, increasing the SEO value of this FAQ page.
7) Parade: Good navigation and showcase of company values
Parade
Parade, a DTC underwear brand, has an FAQ page with great navigation thanks to the buttons in the left column. And while the dropdown menu might be an opportunity for improvement, Parade is very wise to include a section on sustainability.
Parade markets itself as a sustainable underwear company and attracts customers because of it. Calling yourself sustainable is one thing, but detailing your sustainability efforts in a public, visible place could help convince skeptics that you practice what you preach.
If your brand rests on unique values like Parade, consider including a section in your FAQ page to highlight and explain those values in more detail.
Key benefits of an FAQ page
We identified the FAQ page as one of our top customer service trends because more and more brands have realized just how much time their customer support teams can save by implementing effective self-service resources.
FAQ pages aren’t just great for agents, they’re great for customer experience. A Microsoft study shows that 66% of all customers consult self-service resources before contacting an agent. Think of all the tickets that would save your team.
Ticket deflection is one of four key benefits of an FAQ page, which include:
Deflects repetitive, low-impact tickets from your customer support teams’ queue
FAQ pages free up time for customer support team members by deflecting all the simple frequently asked questions that would otherwise find new life as tedious tickets. Your agents don’t need to spend hours of their day answering questions about your return policy, your shipping rates, or your customer’s order status. These tickets aren’t conversation-starters or relationship-builders — in other words, you’re not missing out on an opportunity to “surprise and delight” your customers by making this kind of administrative information easier for them to access.
By the way, creating an FAQ page to answer common customer questions is one of our top tips in our CX-Driven Growth Playbook. The playbook shares 18 actionable tactics to boost revenue by 44% by improving CX, which our team put together based on data from 10,000+ merchants who use Gorgias and in-depth interviews with 25 top ecommerce brands using the platform.
Saves customers valuable time
Customers who visit your FAQ page will immediately find answers to your most commonly asked questions in one easily searchable page. They can learn about your product, shipping costs, return and refund policies, and much more — without having to contact or wait for an agent.
For simple inquiries like these, 68% of people would rather use self-service resources like an FAQ page than contact an agent (and wait for their response). They may click a help button on your website, search on Google — more on that below — or even click a link to your FAQ in post-purchase email. Regardless, you want to make information easily accessible, no matter how a customers tries to find it.
Of course, some customers prefer human support, and many questions are too complex for an FAQ page. So, offer a healthy combination of self-service and human support to cover the entire range of customers and questions.
Adds value to search engine optimization (SEO) efforts
FAQ pages also contribute value to your company’s SEO efforts. FAQ pages, and especially more in-depth help center articles, are a great place to include keywords relevant to your business. If properly search-optimized, your FAQ page can be another entrance point into your website from a search engine results page.
Here’s an example: Someone who wears scrubs at work might Google whether they can wash their scrubs in hot water. A help center article from FIGS, a DTC scrubs brand, appears on the first page of Google’s search results for the question:
FIGS
The person who searched the question might click on this link, find their answer, explore FIGS’ website, remember the brand, and eventually return to make a purchase.
Featured snippets are another SEO consideration. These are the boxes that pop up on search engine results and provide an answer to the query directly at the top of the page. You likely won’t capture featured snippets with a short FAQ page, but an in-depth help center or blog could help you capture that valuable real estate.
If you’re interested in getting your FAQ page to rank on Google, check out this resource on creating SEO-friendly FAQ pages. It walks you through SEO tactics like internal linking and keyword placement to help you appear in more search results.
Encourages trust with your website visitors (which may turn them into customers)
Shoppers — especially potential customers visiting your site for the first time — tend to be a bit distrustful. This is even more true in the world of ecommerce. Everyone has been burned by long shipping times, lost packages, or poor product quality from online shopping.
Earning shopper trust is key to growing your store, and a good FAQ page goes a long way toward that goal. It shows your site visitors that you have clear policies for essential buying considerations like shipping and returns and care about providing a helpful, low-effort customer experience.
Serves as great material for a larger help center or templated responses
An FAQ is helpful on its own, but it can also serve as the bones for additional resources. Specifically, you can use the answers in your FAQ as a templated response — we call them Macros at Gorgias — to quickly answer repetitive questions even if they do submit a ticket.
Likewise, your FAQ can be the beginning of a larger help center or knowledge base. These resources are more robust, organized, and searchable databases of help content that customers can also access on their own, no agent needed. Gorgias takes these self-service help centers a step further by giving customers access to real-time information (like the status of their order) or even modify orders, no agent needed.
Learn more about these advanced self-service tools that make up Gorgias’ Automate.
What should your FAQ page cover?
Your primary FAQ page should answer questions related to your brand’s:
Order tracking and management: Explain how and when customers can locate, edit, and cancel their order
Shipping policy: Explain the cost and estimated time it takes to ship a product (including internationally, if applicable)
Payment and tax FAQs: Explain how and when sales tax applies to purchases in your store
Location and hours: Explain when your staff is available on support channels and (if applicable) your physical location
Returns policy: Explain how and when customers are eligible to return a product
Refund, return, and exchange policies: Explain when and how a customer can return a product for an exchange, cash refund, or store credit
Product FAQs: Answer common questions about your products, including sizing, compatibility, and troubleshooting
Company FAQs: Summarize your company’s backstory, mission, and any important brand values
Contact options: Explain how customers can reach your support team, including the estimated response times of each channel
Safety and security: Explain the precautions you take to protect sensitive customer information
Try to provide succinct, accurate answers to questions in these categories, plus any other common queries your website visitors ask your support team. If you try to cover too many questions on your FAQ page (or answer questions with too much detail), you risk information overload and burying key information.
That said, your FAQ page should not be the entirety of your website’s self-service information. Consider adding more specific, contextual information throughout your website, like product-centric FAQ sections on product pages, or an in-depth, searchable knowledge base with much more information.
A step-by-step guide to creating an FAQ page
If you’re building your first FAQ page from scratch — or revamping an existing one — follow this step-by-step guide.
1) Gather the questions your customers actually frequently ask
The first step is to compile your brand’s most frequently asked questions into a single document. While every brand should cover some essential information — like the categories in the checklist above — you should also compile a list of questions customers have actually asked to make your FAQ page strategic and complete.
If you’re using customer support software, review all your tickets from the past one, two, or six months (depending on the volume of tickets you receive). Sort those tickets into categories like “shipping,” “product,” and “order status” to give you a sense of the areas your FAQ page should cover.
A great FAQ page will provide concise, no-frills answers to specific questions. Keep it brand-friendly, even fun — but keep it concise.
If your FAQ page starts to look more like Wikipedia than a clean, friendly web page, you might need to scale back your FAQ page and build a more organized knowledge base.
3) Provide a navigation system to keep your page clean
Ideally, you’ll continue adding new questions to your FAQ over time. But as your FAQ page grows, the customer experience could suffer without a clear navigation system. Here are a few navigation ideas you might implement:
Consider organizing your questions into topic areas with their own headers
Add a navigation bar to the web page’s sidebar that jumps to topic headers on the page
Add a search function or search bar (don’t assume all users know how to ctrl + F / command + F their way through your page)
Some of these FAQ page design elements will require some extra coding, but your customers will appreciate this level of page enhancement.
When it comes to phrasing, consider all the ways someone might find an answer for the most user-friendly search experience. In your section on refunds, for example, also use phrases like “money back” and “return.” This way, if someone uses Ctrl + F or a search bar, they’re more likely to find the information quickly.
On the topic of Ctrl + F, consider the limiting factor of design elements like dropdowns, or accordions. FAQ pages with dropdown answer sections that collapse and expand may make your FAQ page a little less searchable because collapsed sections don’t always appear with a Ctrl + F search.
Also, make sure your FAQ page is accessible and highly visible within your website. If the page is buried it won’t serve a purpose. Link to your FAQ from key pages on the website, like the homepage, the checkout page, and product pages.
5) Make timely updates and refreshes when necessary
An FAQ page is only useful if its information is trustworthy, relevant, and up to date. As a part of your content strategy, make sure you schedule reviews and refreshes of your FAQ page at least once every few months. This way, it will never become outdated or inaccurate.
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Expanding your FAQ page into a full knowledge base or help center
While an FAQ is a great starting point, a comprehensive knowledge base (also called a help center) is much more effective in preventing unnecessary support questions. Help centers require a bit more front-end work than basic FAQ pages, but their depth and flexibility make them one of the most powerful customer self-service tools.
Your customer support platform should help you create a help center. Gorgias’s native Help Center integration makes it easy to spin up an in-depth help center to ease the burden on your customer service team and improve customer experience. You can include screenshots, videos, and GIFs to give your customers more user-friendly resources for learning about your products and services.
FAQ page vs. help center
The main difference between an FAQ page and a help center is that FAQ pages are simpler, more concise, and occupy a single page on your website. Help centers are more comprehensive, including multiple categories with several pages or articles in each one.
A help center can be as simple as having multiple FAQ pages by category, or it can be a robust resource for customers that includes tutorials with videos and images, articles for common questions, and even technical documentation.
Even if you build a help center, keep a separate page for FAQs. This way, you can answer the most common questions on the FAQ page without crowding them with other, more specialized help center articles.
When to start building a more robust help center
Several signals indicate your ecommerce store needs to expand beyond a simple FAQ page. You might need a more robust help center if:
Your website analytics show heavy traffic to your FAQ page
You see fewer support tickets after launching your FAQ page, but still get several tickets asking repeat questions (that aren’t addressed on the FAQ page)
You need categorization and organization as you build out your FAQ page to capture the full breadth and depth of your services
Considerations for building a help center that’s actually helpful
Help centers are valuable resources for ecommerce customers and ecommerce support teams — but only if they’re done right. Keep some of the following tips in mind when planning your help center to ensure that it’s as helpful as possible.
Use clear category headings and subheadings to help people find the information faster
Include a search bar to make it easier to find specific articles
Link to articles that answer related questions to improve searchability and navigation within your help center
Put your help center in a prominent place in your website’s navigation bar so it’s easy to find, and link to help center articles in relevant content you publish
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How Gorgias makes it easy to launch a full help center
Building a help center from scratch can seem intimidating, but Gorgias has you covered. You can easily customize your Gorgias Help Center and spend more time crafting effective answers with your internal expertise.
The Gorgias Help Center is clear and easy to navigate, so your customers can always find what they need. And because Gorgias’ Help Center integrates with the rest of the customer service platform, it’s easy to incorporate help articles into customer communications. This is a seamless way to give customers more support resources, contributing to a better customer experience.
If you have Gorgias Automate, you can also let customers track and manage their orders from within the Help Center — no need to contact an agent.
Once a customer clicks “Track” and identifies themselves, they’ll receive detailed order information without talking to an agent (or having to wait):
5 help center examples
Take a look at how these four companies keep their help centers organized, easy to search, and comprehensive.
1) Yoto: Great organization and contact form
Yoto’s help center is an excellent example of an effective, well-organized, and searchable customer resource. This Gorgias-run help center is divided into FAQ blocks under several categories: deliveries and returns, general troubleshooting, using the product, FAQ, and other popular questions.
On top of great organization, Yoto’s help center offers a contact form where shoppers can send a detailed message to the customer care team at Yotpo. The contact form features customizable topics, which get automatically tagged in Gorgias.
2) Dropbox: Prominent, auto-fill search bar
Dropbox
The Dropbox Help Center (not built on Gorgias) straddles the line between FAQ page and knowledge base, but it does so very intelligently. You’ll find top articles with tons of internal linking, plus links to significant service areas.
But the best part by far is the search bar. It’s quite responsive, proactively suggesting full article titles even as you begin typing a portion of a keyword.
3) Bank of America: Detailed organization and trending topics
Bank of America
Banking can get complex in a hurry, which is why Bank of America’s Help Center (also not built on Gorgias) impresses. After choosing your state of residence (which customizes certain rate information), you’ll land on a rich page with six service areas, each with five or more sub-areas. You’ll also find trending topics across the top, a powerful search bar, and a button that breaks out several additional topics.
4) Branch: Helpful self-service order tracking
Branch
Branch’s help center is another prime example of a well-executed self-service strategy. It includes a search bar, self-service order tracker, issue reporter, and a host of support articles under nine different categories. This is all possible because the help center brings in the full power of Gorgias’ self-service features.
And if the customer can’t find what they’re looking for within the articles, Branch provides contact information at the bottom of the main help center page with two simple options: chat or email.
5) Bully Max: Integration into the core website
Bully Max
Bully Max’s help center, which runs on Gorgias, features the same great search bar, automated order tracking, and clear categorization of Branch’s help center. The major difference is that (with the help of some additional coding), Bully Max embedded the help center in their core site.
This way, customers can still see the store’s regular header and footer, and will still get notifications, pop-ups that offer discounts, and any other features that would get left out of a standalone help center.
Ready to build an FAQ page? Use Gorgias’ template generator to get started
Ready to add an FAQ page to your website? Use our free FAQ page template generator to create a page with general categories like payments, shipping, and returns. Use this template as a starting point — most brands will need to add sections:
A section on product FAQs: This is where you can answer questions that tend to occur around your product, like sizing for clothes or compatibility for electronics
A section on brand values: This is where you can show off any differentiators you want to show off, like sustainability or locally sourced materials
Combine self-service with agent support for the ultimate customer experience
Your new FAQ is just the beginning of your investment in customer experience. As your brand grows, improve your customer experience with other self-service tools like auto-responses and self-service flows in your live chat widget. And your helpdesk can still send customers who need human support to live agents — who will actually have time to answer.
Gorgias is the ecommerce helpdesk solution that powers exceptional customer service on every channel, including email, live chat, social media, text, voice, and more.
By combining Gorgias’ self-service features with empowered agent support, you can create a customer experience that reduces effort shoppers, lets your customer support agents focus on high-value tickets, and ultimately drives revenue.
In 2023, ecommerce stores face a bundle of challenges in the form of rising ad costs, mounting customer expectations, and ever-shifting spending habits. But challenges for the entire industry open a window of opportunity for savvy businesses.
To navigate this rapidly evolving market and position themselves for success, it is essential for today's online stores to rethink their ecommerce strategy — specifically, to match investments in customer acquisition with investments in customer conversion and retention.
One way to think of this new strategic approach is by rethinking the traditional sales and marketing funnel. Rather than working down the funnel toward one sale, brands have to think about moving customers through an experience — from awareness to conversion and retention — to maximize the lifetime value of each customer (LTV).
Below, we’ll highlight 12 important components of a successful ecommerce strategy. While no blog post could ever tell you how to run your business, you’ll learn some high-level mindsets and actionable tactics to incorporate into your 2023 ecommerce strategy.
What does an ecommerce strategy look like in 2023?
As you put together an ecommerce strategy, consider three fundamental questions:
How do I bring people to my website?
How do I get them to place an order once they’re there?
How do I maximize the lifetime value (LTV) of each customer?
However, a lot is changing for ecommerce stores in 2023. This is where the second and third questions come in. Due to increased competition and higher marketing and advertising costs, customer conversion and retention are the new battlegrounds for ecommerce.
This starts by prioritizing the customer experience. Customers have increasingly come to value a smooth, engaging, and personalized customer experience throughout the entire customer journey, just as much as the quality of the product or service they are purchasing.
42% of customers say they're willing to pay more for a friendly, welcoming experience, and 65% say that a positive experience with a brand is more influential than great advertising.
Finally, the last question: Focusing on customer retention has now become just as important for ecommerce stores as customer acquisition. This is due in no small part to rising customer acquisition costs that have made attracting new customers increasingly expensive.
Repeat customers are also much, much more valuable than first-time shoppers. 300% more valuable, thanks to behaviors like:
With that in mind, let's take a look at 12 key components of a successful ecommerce strategy that are sure to help you form more positive, revenue-generating relationships with your customers.
12 Key components of a successful ecommerce strategy
Develop your buyer personas with existing customer data
Plot your buyer's journey through the four key stages
Be bold with your ecommerce marketing strategy
Personalize the customer experience to drive revenue and repeat business
Make customer service one of your ecommerce superpowers
Run constant tests to optimize your conversion rate
Find ways to boost average order value (AOV) like subscriptions and upselling
Collect and display social proof like reviews and user-generated content
Use high-quality images and superb descriptions for your products
Expand your social media strategy for social commerce
Support social media login features
Continuously collect data and iterate on your ecommerce strategy
1) Develop your buyer personas with existing customer data
One great way to make sure that everyone in your company understands your brand's target audience and how to market to them effectively is to use your existing customer data to develop buyer personas.
These buyer personas can serve as a helpful resource for guiding other elements of your ecommerce strategy. Whereas buyer personas of yore focused solely on artificial demographic information (like fake names and fake children), great buyer personas should focus more on elements of the target market that influence purchases:
Motivations
Pain points
Ideal outcomes
Alternatives
Buying considerations
2) Plot your buyer's journey through the four key stages
Ecommerce stores need to understand the journey customers go through before purchasing a product and carefully design each phase of that journey. This ensures that you can create an optimized sales funnel for your ecommerce site and is one of the most important keys to ecommerce success.
Again, the experience you provide customers is key here. While a traditional buyer’s journey indexes entirely on marketing channels — a customer will see an influencer marketing post, click through to a landing page, sign up for email campaigns to learn about new products and special offers, and eventually make a purchase — the reality is much more complicated.
Customers expect smooth, fast, and informative experiences at each stage of the journey. The good news? By providing great customer experiences, you can do much more than close one sale — you can boost order volume, promote repeat purchases, and drive much more value out of each customer.
The four key stages of an online shopping customer journey that you will need to plot out and optimize include:
Awareness stage
This stage of the customer journey is when customers first discover your brand and its products. Most customers will be looking to learn more about your brand during this phase and will be browsing your blog posts, product descriptions, FAQ pages, and other educational resources.
Consideration stage
During the consideration stage of the customer journey, customers have identified a product they would like to purchase and are mulling over their decision. They may research the specific product they're considering further in this stage or compare it to offerings from other brands. Throughout the consideration stage, it's important to utilize strategies such as email marketing and retargeting to keep your brand and products at the forefront of the customer's mind.
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Decision stage
The decision stage is when customers decide whether to purchase the product they are considering. Given that online shopping cart abandonment rates sit at around 70%, this is also the stage of the customer journey where many would-be customers turn back.
Once you've attracted a new customer and guided them through the three previous stages, you should shift your focus to retaining them and maximizing their lifetime value.
This starts by continuing to offer an excellent experience to your existing customers. You can also leverage cross-selling and upselling to extract more value from your existing customer base, soliciting feedback and reviews, and more.
“Consumers are being more picky with their purchases as cash simply isn’t stretching as far, so brands will have to work harder to prove their value. Businesses themselves are also having to navigate smaller budgets, so with customer acquisition prices soaring, it makes sense to switch the focus towards existing customers.”
— Georgie Walsh, Content Marketing Manager at LoyaltyLion
3) Be bold with your ecommerce marketing strategy
If you want your ecommerce store to stand out from its competitors, you need to make a lasting impression. And no one has ever made a lasting impression by repeating the same, tired messaging as everyone else.
Don't be afraid to be a little bold with your ecommerce marketing strategy, and try to develop campaigns that are creative and unique. To learn more about executing a bold and creative marketing strategy, check out our blog post on 13 unique ecommerce marketing strategies.
Retention has been the talk 2022 but I only see it becoming more important in 2023, with brands seeking out ways to truly differentiate their retention experience. It's not enough to have just a post-purchase flow, what are you really doing to personalize the customer experience from order #1 all the way through the course of their life with your brand.
4) Personalize the customer experience to drive revenue and repeat business
In 2023, creating personalized customer experiences is one of the most impactful ways to convert potential customers into paying customers. It's also key to creating experiences that drive customer loyalty and retention. One study finds that 70% of marketers using advanced personalization see an ROI of 200% or more for their efforts.
There are a lot of different ways that you can go about creating personalized customer experiences. Using customer data to create personalized marketing messages, offering customers proactive and personalized customer support via live chat support, and sprinkling specifics in your customer messages are just a few ways that ecommerce stores are able to leverage personalization.
So what is it that defines great customer service? At Gorgias, we have identified the five elements as being the most important characteristics of excellent customer service:
Speed: You don't want to keep customers waiting, making it essential to offer fast first-response and resolution times
Convenience: Focus on creating low-effort customer experiences by making it as easy and convenient as possible for customers to find the answers they need
Helpfulness: Above all else, your customer support agents and resources must be able to address the questions and issues that customers have
Friendliness: Your customer support agents directly represent your brand, and you need them to be friendly and non-confrontational at all times
Feedback-focused: Customer feedback is an invaluable resource for further improving the quality of your brand's customer support
By providing a plethora of cutting-edge customer support tools and capabilities, Gorgias' industry-leading customer support platform enables brands to improve all four of these key customer service considerations.
📚 Recommended reading: For a more in-depth analysis of what defines excellent customer service (and how Gorgias helps brands make customer service one of their ecommerce superpowers), check out this article on 20 customer service best practices.
Along with focusing on these four key elements of great customer service, it's also important to design a customer service process that includes omnichannel support options, self-service options, and personalized customer service:
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Offer omnichannel customer service
Omnichannel customer service entails offering support via multiple channels such as email, SMS, live chat, and social media.
By providing multiple ways for customers to contact your support team, you can make your support services more convenient and accessible. While omnichannel typically indicates digital channels like email, SMS, and social media, it can also apply in store, too:
“As brick-and-mortar storefronts open up again, a unified customer service across all channels will be important. The unification of systems, operations, experience, and service with composable architectures will set a brand up for success in the next decade to come.”
Self-service cuts the amount of effort customers have to expend way, way down. These solutions also help reduce your support team's workload by eliminating many would-be support tickets, freeing your agents up to focus on more complex and pressing tickets.
Insist on personalized customer service
Personalizing your customer support services at every opportunity by leveraging customer data to create personalized messaging will improve customer satisfaction and boost your retention rates.
6) Run constant tests to optimize your conversion rate
When optimizing your store's conversion rate, nothing is more important than continual A/B testing. A/B testing entails comparing the results of two different marketing approaches or messaging (for example, two different versions of the same ad or marketing email) and using the data you gather to constantly optimize your ecommerce site.
“Conversion rate is arguably the single most important metric in ecommerce: Without a high conversion rate, all your web traffic, brand awareness, and marketing dollars never turn into revenue.”
— Catherine Lambert, Marketing and Partnerships at Swanky
You can use this strategy to optimize everything from product descriptions to email marketing messages to PPC ads, and it's one of the most impactful keys to ecommerce success.
7) Find ways to boost average order value (AOV) like subscriptions and upselling
We've already discussed how rising customer acquisition costs have made it increasingly important for brands to extract as much revenue as possible from their existing customer base. Along with promoting customer loyalty, one effective way to generate more revenue from your existing customers is to boost AOV via subscriptions, upselling, and cross-selling strategies.
Consider a "subscribe and save" option
Amazon is one example of an ecommerce company that utilizes the "subscribe and save" model to generate more revenue from its customers.
By allowing customers to subscribe to your products or services and receive a discount, you can generate a more reliable, recurring cash flow from your company's repeat customers.
Take a look at how OLIPOP offers a 15% discount for customers who opt for a subscription:
Upselling is defined as convincing customers to purchase a more expensive, upgraded, or premium version of the product they've chosen. Meanwhile, cross-selling entails recommending customers products related to the product they've already purchased.
Upselling and cross-selling are both effective ways for ecommerce brands to increase their AOV and can be employed by providing customers with personalized product recommendations based on their past purchases.
Take a look at how ecommerce brand Uqora uses pop-ups to encourage customers to add additional items to their shopping cart:
8) Collect and display social proof like reviews and user-generated content
Social proof (like user reviews) provides customers with peace of mind and can go a long way toward eliminating any hesitations about purchasing from your brand.
Product reviews and testimonials, social media posts from customers, and customer messages are all examples of user-generated content that you should strive to collect and display across your website, product pages, and marketing materials.
We love how Loop Earplugs leverages customer testimonials on their website to boost online sales with the power of social proof:
Politely requesting reviews in your post-purchase emails, incentivizing customer reviews with discounts or freebies, and simplifying the review process are a few effective ways to collect more of these valuable social proof resources.
9) Use high-quality images and superb descriptions for your products
Your product pages are the endpoint of the most crucial stage in the customer journey — the decision stage, when customers decide whether to purchase your product. This makes optimizing your product pages with compelling descriptions and high-quality images essential.
Along with boosting your conversion rate, providing quality images and descriptions of your products also improves customer satisfaction and reduces support tickets by ensuring customers know exactly what it is they are purchasing.
10) Expand your social media strategy for social commerce
Social media marketing is something that every brand should take advantage of.
Along with leveraging social media platforms for digital marketing tactics like content or influencer marketing, you can also leverage them as platforms for both sales and customer support.
Selling on social media
Social commerce, which turns your social media accounts into ecommerce sales channels, makes it even more convenient for customers to place a purchase.
Social commerce is all the rage right now, so platforms such as Instagram, TikTok, and Facebook are offering more and more tools for ecommerce brands to set up and manage shops directly on their social media pages.
These social commerce stores present an excellent opportunity to engage and sell to customers at the places where they are already spending the majority of their time online. And that kind of convenience is always great for user experience and, in turn, conversion.
Providing customer service via social media
The biggest tenet of providing customer support via social media is giving customers the option to contact you via social media messaging platforms like Facebook Messenger.
Gorgias helps make social media customer service convenient for your support agents by enabling them to respond to customer messages across multiple channels from a single dashboard.
You can also utilize social listening tools to provide proactive customer support to customers who mention your brand in posts or comments.
11) Support social media login features
Social media login is a feature that enables customers to create an account on an ecommerce website/log in to an existing account using their social media login. If you've ever been prompted to create an account with a website using your Facebook or Google log in, then you've already seen this feature in action.
Social media login features eliminate the hassle of creating a new account and can thus eliminate a significant barrier that might otherwise prevent customers from converting. As for how to add this feature to your ecommerce website, the exact process will depend on the specific ecommerce platform you're using. Search for “social login [ecommerce platform]” to find apps that will enable this functionality for website visitors.
12) Continuously collect data and iterate on your ecommerce strategy
The data you collect from your customers is your company's most valuable asset and should serve as the North Star for your ecommerce strategy in 2023 and beyond.
Throughout your marketing, sales, and customer support processes, you should prioritize collecting customer data and feedback and use it to optimize those same processes. This starts by utilizing tools that provide robust data and analytics.
Likewise, Gorgias integrates with a wide range of ecommerce tools to pull customer data — like past orders, order shipment , loyalty data, and more — into the helpdesk. This way, your agents don’t have to switch tabs to get important context and information to personalize the conversation.
Never sacrifice customer experience and loyalty for short-term revenue
The importance of the customer experience is by far the biggest takeaway of our guide to a successful ecommerce strategy, and it's something you should never sacrifice for short-term revenue.
Going the extra mile to keep your customers happy (such as replacing a lost package) may cost a little in the short term — but might also pay off tenfold in the long run through repeat purchases and referrals.
If you want to start creating an optimized experience for your customers that will drive customer loyalty and grow your store's sales, Gorgias can help.
To get started leveraging all of the powerful customer support tools and features that our industry-leading customer support platform offers, be sure to sign up for Gorgias today!
Customer churn (or customer attrition) is a vital metric among subscription-as-a-service (SaaS) SaaS companies and other subscription-based businesses (think Netflix). However, your online store — whether or not you have a subscription-based product — can use churn rate as a way to understand and reduce the rate at which you lose business.
In recent years, ecommerce businesses have realized that rising customer acquisition costs (CAC) have limited the value of new customers. Constantly chasing new customers through expensive ad spend and marketing strategies does not lead to sustainable revenue.
Instead, ecommerce brands have started investing in their customer experience to make existing customers happy, generate more reviews and referrals, and help their bottom line. Data of Gorgias customers shows that repeat customers account for only 21% of customers, but generate 44% of revenue and 46% of orders. That’s why improving your repeat customer rate, not just your acquisition rate, should be a top priority.
In this article, we discuss what customer churn is, why it’s important for your online business, and how you can calculate and reduce your churn — thus growing a larger, more resilient company.
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What is ecommerce churn rate?
Ecommerce churn rate is the percentage of lost customers your business sees over a given period of time.
Customer churn is a more common metric for SaaS businesses and other subscription-based business models than it is for most ecommerce stores. That’s because those business models can easily spot the moment when an active customer cancels their subscription, or churns.
But online stores without subscription models can approximate customer churn by looking into customer behavior metrics like:
To perform your churn rate calculation, you need to gather a few numbers. First, you need the total number of customers who were with your business at the beginning of the specific time frame you’re analyzing — this could be at the beginning of a month to calculate monthly churn rate. Next, you need the number of customers that were with your business at the end of the time period you’re analyzing.
For example, if you are trying to calculate churn over a one-month period, you need the number of customers at the beginning of that month, and the number of customers at the end of that month. Once you have these two numbers, you can plug them into this customer churn rate formula:
[(customers at the beginning of the time period - customers at the end of the time period) / customers at the beginning of the time period] x 100 = customer churn rate (%)
Here’s an example of how this could look:
[(5,000 customers on 1st of month - 4,800 customers on 31st of month) / 5,000] x 100 = 4% churn rate
What is revenue churn rate?
Revenue churn rate is a metric that measures changes in your store’s incoming revenue from existing customers. For businesses that sell standalone products rather than subscription-based products, revenue churn may be a more accurate indicator of your ability to retain business.
Revenue churn rate is also easier to conceptualize and measure because you’re measuring changes in revenue from existing customers, which is a clear-cut number for every type of store, not changes in existing customers themselves.
You can look into your gross revenue churn rate, which just measures the amount of revenue lost from existing customers, or net revenue churn rate, which also factors in the amount of money gained from existing customers.
Formula for calculating revenue churn rate
To determine your net revenue churn rate for a given month, find your monthly recurring revenue (MRR) — or the incoming revenue you got from existing customers — at the beginning of the month and subtract that from your MRR end of the month. Divide that amount by the total MRR at the beginning of the month:
[(revenue from customer at the beginning of the time period - revenue from customers at the end of the time period) / revenue from customers at the beginning of the time period] x 100 = revenue churn rate (%)
If you want to find your gross revenue churn rate, subtract any upsells, upgrades, or other additional revenue from existing customers when calculating your MRR at the end of the month.
Remember: Do not include any revenue from new customers during this time period. Churn rate calculates the amount of revenue you lost from repeat business, not the total change in revenue.
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Why ecommerce businesses should make churn a priority KPI
We already explained that customer retention is make-or-break for online stores because, while repeat customers account for only 21% of customers, they generate 44% of revenue and 46% of orders. By conducting churn analysis and lowering your churn rate, you’ll increase the long-term revenue, or customer lifetime value (LTV), of each new customer that makes a purchase.
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Repeat purchases are just the tip of the iceberg. If you can deliver a customer experience that produces loyal customers, you can also expect more reviews and referrals, larger cart values at checkout, more opportunities for upgrades and upsells, and higher-quality feedback to continue making your product and customer experience even better.
Understanding a healthy churn rate for ecommerce brands
A good churn rate is difficult to benchmark for ecommerce because, as we mentioned, most ecommerce stores are not subscription-based. Beyond that, some ecommerce stores are a better fit for repeat business than others. For example, a company that sells coffee beans will naturally experience more repeat business than a company that sells coffee machines, because most households only need one machine but will regularly need new beans.
However, Omniconvert analyzed data from over 1,000 online stores to give a sense of the average churn rate for ecommerce, or the rate at which customers return to an online store after their initial purchase. The following numbers show the % of customers that were not retained, meaning they purchased at least one item but did not come back to purchase additional items, over a year-long span:
Omniconvert
Beauty and fitness: 62% churn rate
People and society: 63% churn rate
Food and drinks: 64% churn rate
Health: 65% churn rate
Books at literature: 69% churn rate
Pets and animals: 70% churn rate
Sports: 70% churn rate
Apparel: 71% churn rate
Home and garden: 75% churn rate
Toys and hobbies: 77% churn rate
Shoes: 78% churn rate
Apparel clothing accessories: 79% churn rate
Consumer electronics: 82% churn rate
Gifts and special events: 82% churn rate
These metrics may help you understand how your churn rate compares to your customers. However, if your churn rate doesn’t stack up, don’t be discouraged: the biggest challenge is to continually improve your own metrics, not necessarily outpace your competitors — at least in the short term. By optimizing your store and focusing on lowering your churn rate month after month, you’ll develop a highly competitive score in due time.
7 ways to reduce ecommerce churn rates
It may be impossible to get your company’s churn rate to zero, but it is important to make sure it stays as low as possible. As mentioned earlier, it can be tricky for ecommerce businesses to address churn, unless you’re a subscription business. Luckily, there are still some strategies you can employ to help reduce your churn rate that lean heavily on understanding your customer base and emphasizing a great customer experience.
1) Segment customers to target the right people at the right time
A large part of addressing churn is having a deep understanding of your customers and their unique desires. For many businesses, there are major differences within the customer base and segment that customer base helps you personalize your marketing and customer experience. This way, everyone who visits your site, receives a message, or makes a purchase gets a tailored experience.
You can segment customers along many axes including (but nowhere near limited to):
Items they purchase
When they make purchases
The volume of their purchases
Demographic factors
These customer segments help you send targeted advertisements, reduce irrelevant or repetitive messages, and provide tailored support.
If you use Gorgias for ecommerce customer service, the integration with Klayvio can help you create better customer segments based on support interactions. For example, you could exclude anyone with an open support ticket from marketing emails, or send a targeted win-back campaign to customers who rate their support experience poorly. Both of these examples could be great ways to rescue at-risk relationships all along the customer journey, reducing lost customers for your brand.
2) Collect feedback from customers on a regular basis
Another way to address a high churn rate is to regularly collect feedback from your customers. Customer feedback can teach you a lot about what your customers expect.
If you use Gorgias, you can automatically send CSAT surveys after every support interaction to get real-time feedback from customers. On top of CSAT, we recommend collecting net promoter score (NPS) and conducting periodic long-form interviews with your most engaged customers to understand what’s working and what could be improved.
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Once you collect customer feedback, there are a number of things you can do next. Here are some to think about:
Ask fans of the company to write reviews, or create a referral program
Once you begin to gather positive feedback from customers, you may think about creating a campaign to field reviews or even create a referral program. It’s not exactly ethical to outwardly ask customers to write good reviews, but if they rate your company highly, there’s nothing wrong with thanking them and asking if they’d be interested in sharing their experience with others.
If you use Gorgias, integrations with tools like Yotpo and LoyaltyLion can build a simple review and referral program into your customer experience platform. Both integrations help you deliver a special customer experience to your most valuable customers and generate more reviews and loyalty as a result.
Thank the customer for their feedback (positive or negative)
Once you’ve heard from a large group of customers, be sure to respond to each customer and thank them for their feedback, whether it’s positive or negative.
Perhaps even consider offering them a promo code as a “thank you” that can be used on their next purchase. For customers that specifically had negative feedback, be sure to follow up to address the issue.
Here, we set up a Macro, or a templated response, for customers who have left negative reviews with the help of the Yotpo integration:
Share feedback with other teams to implement larger improvements to your product and CX
Once you collect feedback, you need to make sure it gets to the team that can actually implement it. We see so many customer support teams sitting on a gold mine of customer feedback without a system to disseminate it across the company. Whenever possible, reiterate to your company’s leadership that your team speaks to customers more than just about anyone, and other teams should be hungry for those insights.
With Gorgias, you can auto-tag tickets with categories of feedback so that you can quickly and easily sort, quantify, and digest feedback about the product, shipping, website, or anything else. Autotagging involves a combination of Intent Detection, which analyzes the words in each ticket to automatically detect the category of issue, and automated Rules, which give each ticket a tag based on the intent (like “feedback-product”).
And, since Gorgias’ pricing model doesn’t charge for extra seats, you can even invite members from each of those teams into the helpdesk and create a special view that only shows tickets tagged with the relevant type of feedback so they can see exactly what customers have said about their specific function within your business.
3) Use omnichannel and proactive customer service strategies
Great customer support reduces churn by helping customers avoid and solve issues that would have otherwise driven them away from your brand. We write a lot about what makes great customer support, but here we’ll focus on one central idea: reducing customer effort.
Reducing customer effort means that customers don’t have to search hard for ways to contact support or wait a long time for an answer. Two specific strategies stand out to give customers convenient, fast support:
First is omnichannel customer service, which is all about letting customers get in touch with you in whichever channel they prefer, in the least bumpy and disjointed way possible. Whether customers want to call, text, or message you on Instagram — or a combination of all three — they shouldn’t have to re-explain the problem. This kind of meet-them-where-they-are support is the new baseline for customer service, and anything less may drive customers away.
Second is proactive customer support, which can look like welcoming new customers with a DM on social media, asking if website visitors have any questions via your live chat, or setting up self-service resources like an FAQ page on your website. All three of these options give customers more opportunities to raise questions, get recommendations, and have a satisfying shopping experience without too much effort.
4) Introduce loyalty-building campaigns and strategies
A final way you can help reduce churn is by introducing loyalty-building campaigns and strategies. This further builds upon understanding the various segments of your customer base and what each group wants. Some specific campaigns you can tap into include rewards programs, giveaways, and user-generated content (UGC).
Use rewards programs to incentivize repeat shopping
If you don’t have a customer loyalty program already (otherwise known as a rewards program), you may want to consider it. This type of program rewards customers who repeatedly interact with your brand and is a customer retention strategy. In basic terms, the more a customer interacts with your business, the more rewards they earn. This is most commonly seen through offering points for every dollar a customer spends, then being able to cash those points in for various rewards.
Nearly 68% of customers said they’d join a loyalty program for brands they like, and 56% of that group said they were willing to spend more with a brand — even if there are cheaper options available — according to Yotpo’s State of Brand Loyalty 2021 Survey.
The more loyalty points a customer has with your brand, the harder it will be for them to churn.
Run giveaways to build customer loyalty
Just like a rewards program, giveaways can improve brand sentiment and help attract and retain customers.
Here are some helpful tips to consider when creating your brand’s giveaway campaign:
Have a clear goal. Do you want more social proof or do you want to build awareness around a new product?
Clearly state the rules of the giveaway. Being unclear in your explanation of a giveaway can result in negative experiences for potential customers, so be clear and concise in your explanation of the rules.
Be strategic with the entrance to the giveaway. If you are looking to boost your business’s Instagram following, have the entrance criteria for the giveaway be to follow your brand on Instagram. If you want to generate a lot of new email subscribers to expand the sales funnel, require a subscription to your brand’s emails.
Choose a prize that your audience would love. Just about anyone would like a new iPhone or a $100 Visa gift card, but those types of prizes won’t necessarily bring in quality potential customers. Choose a gift that is either a product from your company, or within the same industry.
Use user-generated content (UGC) to engage current and new customers
User-generated content is a win-win: It celebrates your current customers while serving as social proof for new ones. Ask paying customers to send a photo or video of them using the product to share on your website or social media. For additional incentive, you can compensate chosen submissions with a gift card or discount code — all of which bring those customers even closer to your brand.
Meanwhile, that content will serve as marketing for new website visitors. Over half (51%) of consumers in a survey by Olapic and Cite Research said they “trust user images because they are more authentic and trustworthy than brand-owned assets.” So, if you haven’t implemented UGC strategies, it may be time to give them a try in order to engage new and current customers while contributing to a lower customer churn rate.
5) Implement systems to stop involuntary churn
Voluntary churn, when a customer decides to cancel their subscription or stop buying products, isn’t the only type of churn. Involuntary churn, also called passive churn, occurs when customer orders don’t go through and nobody notices or cares to find the reason. Usually, involuntary churn is because a customer got a new credit card and didn’t update your information.
If you sell a subscription-based product, avoid these passive cancellations by creating a process to follow-up with customers after their card fails on a renewal date:
Run the card multiple times to ensure the error wasn’t a fluke
Send an automated email sequence from various members of your support team to remind the customer to update their card to continue the subscription
Escalate the outreach to SMS if the customer still doesn’t respond or update the card
Export the contact and build a list of involuntarily churned customers to conduct a separate win-back email sequence
Your post-purchase experience is everything that the customer sees (or doesn’t see) after they complete a purchase, like a page that appears confirming the purchase and the follow-up confirmation. Think of your post-purchase experience as your onboarding from new customers to existing customers.
A poor post-purchase experience leaves first-time customers wary about your brand and confused about what to expect next: When will the product arrive? How long can I get a refund? Did they get my address right? All of these could be factors in a customer's decision not to return to your brand.
Provide plenty of opportunities for feedback (and ask directly)
Invite customers to join your brand communities
7) Encourage exchanges instead of returns
Exchanges are preferable over returns for a couple of reasons. First, an exchange is much less expensive for your brand since the customer still pays for a product, even if you have to cover the extra shipping. Second, exchanges are better for customer relationships because you still give customers an opportunity to fall in love with your product and, hopefully, stick around instead of churning.
You can steer customers toward an exchange by offering additional trade-in credit for exchanges. Loop Returns makes this simple within their returns and exchanges portal:
You can also add live chat support on your returns portal page, which gives your customer support team an opportunity to resolve whatever issues drove them to the page or suggest a replacement product.
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Even if a customer requests a return, make the experience as easy and fast as possible. Even if you lose one sale, a great experience may make it more likely for the customer to come back for the next. Whereas a bad experience guarantees they’re gone for good.
To make returns as fast as possible, use a helpdesk that integrates with your ecommerce platform so you can issue a refund directly in the helpdesk.
And as your brand continues to grow, keep a close eye on the customer experience you offer your customers. While some brands treat customer experience more like a vibe than an essential growth strategy, we know that CX and revenue are closely linked.