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.
Your customer service is the lifeblood of your business. And, live chat is a central communication channel for your online shoppers. Live chat can make or break your business. When leveraged properly, Shopify live chat can have a tremendous positive impact on sales. You just need to make sure you’re not turning prospects away.
This article covers a few points.
Why live chat is crucial for your online revenue
Shopify live chat support mistakes you need to avoid at all costs
Actionable advice to solve these common issues
Now, learn why your growth depends on your live chat processes.
Why is using live chat on your Shopify store important?
If you don’t yet have live chat or you haven’t experienced the potential of optimizing your communication processes on this channel, you may wonder what the big deal is. Yeah, your customers want to talk to you at all hours, but is it really that important?
Let’s look at a few facts about live chat so you can think about it.
38% of online consumers are more likely to make a purchase if a retailer offers live chat support (Crazy Egg).
Site visitors who engage with your live chat are worth 4.5X more than those who do not (ICMI).
Live chat has the highest satisfaction level of any other customer support communication channel at 92% (Inc).
Now, here’s what might happen if you leave your shoppers dissatisfied.
It can take 12 satisfying customer experiences to make up for a single dissatisfying one (Invesp).
95% of customers tell others about their poor experiences with a brand and 87% share positive experiences (Customer Thermometer).
Are you convinced? If so, it’s time to make sure you get it right. Avoid these live chat mistakes and ensure that you’re getting the most out of one of the most powerful communication channels for online stores.
Avoid these live chat mistakes on your Shopify store
Now it’s time to get into the nitty-gritty. Here are the mistakes you need to avoid when implementing live chat on your Shopify store. And, below each problem is a simple and actionable fix.
1. No automation
When you don’t implement automation, you’re forced to have multiple support agents online at all times or miss the point of live chat altogether. Your customers prefer this communication channel because they want the convenience of self-service. And, without some level of automation, customers might as well send an email because it will take just as long to receive a response.
The quick fix: Learn your chat platform’s macros or automation processes
Source: Gorgias
Live chat platforms are designed to enhance the workload of your support team. So, naturally, the brand you work with will have a knowledge base with detailed instructions about platform use. Make sure your support agents learn how to implement macros or automations.
2. Too much automation
Before you get too excited and try to automate your entire live chat workflow, stop and think for a moment. It is possible to fully-automate your live chat communications. However, with automation, you can’t always get the answers right. Irrelevant responses to customer queries can trigger immediate dissatisfaction.
The quick fix: Refer to the Pareto principle
In marketing, sales, writing, and even customer service, the Pareto principle, better known as the 80/20 rule can come in handy. This principle states that 80% of the effects for many actions come from 20% of the effort. Spin this just a bit for an easy solution.
Find out where most of your effort is being spent (maybe 20% of the customer support workload) and use live chat macros to answer the most common customer questions first. Then, the rest of your support agents’ work time to reply to the unique and personal queries (perhaps about 80% of the customer support workload).
While it may not always be possible, especially from the perspective of a brand, up to 79% of consumers want immediate responses and expect answers within 10 minutes. If you’re making your shoppers wait longer than this, you may be losing sales.
One of the biggest benefits of live chat for customer support is its speed .You need to find a solution to accelerate your responses.
The quick fix: Enlist assistance from other departments
Much of the time, excessive wait times are due to the fact that customer support staff must reach out to external departments and wait for answers before replying to the customer. Try what Nomad did to decrease first-response time by 78% and implement an all-hands support strategy.
Require each department to directly respond to a number of tickets every day. And, there’s no need to go overboard -- just a few tickets a day from sales, marketing, and/or product teams can have a dramatic positive impact on response and resolution times.
4. Ineffective language use
Do your agents sound like robots? Are your chat communications overly-formal? If so, you run the risk of turning people away. Consumers appreciate AI, but if they can have better conversations with Siri or Alexa that they do your customer support team, your conversations could use some work.
The quick fix: Parrot your customers
Compile some data from your chat sessions and look for patterns. Do you see any recurring words or phrases in your customer communications? If so, add them to your macros and your agents’ vocabulary. When you speak the same language with shoppers, they’re more likely to trust you.
5. Unskilled or untrained support agents
Customer service agents never get as much credit as they deserve. Without a small army of satisfaction soldiers, you will lose the eCommerce war. So, the work needs to be taken seriously. If you hire low-skilled agents who can’t answer your shoppers’ questions, you will end up with low-quality support operations. Eventually, this mistake can kill your business.
The quick fix: hire and train well
Unfortunately, for this problem, there isn’t a “quick” fix. However, if you put in significant energy in the beginning, you may be able to kick up your heels later. Onboard well.
Once in a while, if you throw an emoji out there in a live chat conversation with a customer, it can be fun. Emojis can help adjust the mood and keep a message lighthearted. Forbes says that emojis can be worth 1,000 words. But, don’t go overboard. Too many smiley faces and penguins will come across annoying and unprofessional.
The quick fix: Just stop 🛑
If it seems like your agents may be on emoji overdrive, just ask them to stop. Remove the use of smileys and strong arms from your operations entirely. It’s better to have no emojis at all than to have too many. Now, if this hasn’t become a problem internally, then don’t worry about it. Skilled agents typically know what’s appropriate and what’s not.
7. Extreme focus on quantity
In eCommerce and business in general, decision-makers spend end a lot of time looking at numbers. In customer service, you strive for the fastest first-response and resolution times. While this is best practice, don’t let quantity overshadow quality. Some teams become so focused on their numbers that they lose sight of their actual customer satisfaction. Don’t let this be your team.
The quick fix: Audit your operations
Instead of playing a numbers game and obsessing about the clock, focus on quality. Customer satisfaction should be the number one goal of every support team and every business, for that matter. Periodically, run an audit on your operations and make sure your satisfaction levels are balanced with your speed.
8. No data collection
A few weeks ago, I called out to online store owners on Twitter to ask for their experience using live chat to increase sales. I wanted to level the playing field and reach beyond our internal data to find others who had the same experience. And, while each respondent knew that live chat had a positive impact on their Shopify sales, they couldn’t provide real numbers. Instead, they shared anecdotes and vague descriptions and stories. There are two key problems with no data collection for live chat.
When you have no performance data and statistics, you can’t determine the exact areas where you need to improve your processes.
A lack of customer data leads to a decrease in customer satisfaction.
90% of consumers value when an agent knows their account history and current activity within a company.
The quick fix: Use a full-featured live chat plaform
If your live chat platform is designed to collect data from your agents and your customers, you can get all of the information you need to collect helpful internal statistics.
Measure customer support success with relevant KPIs
Keep track of tickets created, replied, closed, messages, time to resolution. Sort your data by agent or event. Use real numbers from your internal processes to power your customer support strategy.
With the right reporting system, you can inform your future decisions about hiring, automation, processes, and more.
9. Missing optimal chat times
Do you know when your website traffic spends most of their time on your website? And, are you making certain that your agents are online during peak times? If not, you will naturally see low response and resolution times. Plus, the people who reach out when nobody is online may never return to your site.
The quick fix: discover your peak times & make sure you’re staffed
Use a tool like Google Analytics to generate hour of day and day of week reports. When you have determined the most active times for your website visitors, check to make sure you’re staffed during these times. And, if you see that there are active traffic times that you don’t have anyone available, make adjustments to your staff schedules.
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10. Ignoring sales opportunities
Customer support is an avenue for your team to keep shoppers happy. And, happy shoppers evolve into satisfied, long-term customers. But, you may be missing opportunities to upsell your website traffic on current promotions and increase sales even more.
The quick fix: Share your current promotions with shoppers
When you’re running a promotion, contest, or sale, make sure your support agents are aware. At the beginning or end of every live chat conversation (you’ll have to test to see what works best for your audience), give customers a link to a page with the information or briefly tell them about the promotion.
11. Disconnected processes
A major problem for many support agents that can kill satisfaction is processes that are disconnected. Your staff can be forced to open multiple tabs to keep a conversation going -- email, social media, live chat, web store. This can take up precious time and also give customers the feeling that your company doesn’t know who they are or what their status is.
The quick fix: Make sure your live chat is integrated with Shopify and your other communication channels
Gorgias's live chat platform connects with your Shopify data so that you can streamline the resolution on orders, shipping, tracking, and return tickets. Furthermore, it integrates with your email, phone, and social media messaging platforms so that you have access to all customer data, no matter which channel they reach out on.
Final thoughts
Now you know exactly what not to do and how to fix what you’re doing wrong with live chat on your Shopify store. Apply this advice today and watch your support team nurture more satisfaction with shoppers. If you need a Shopify full-featured live chat platform that provides the data you need to scale your customer support operations and the integrations that can streamline your operations, find out what we have to offer.
Transactional emails are usually sent when a customer has placed an order like shipping confirmation emails and order confirmation emails. But they could also include reminders for abandoned cart checkouts, lost password requests, or suggestions for future purchases.
A study by Experian found that transactional order emails average $0.75 per open compared to $0.13 for bulk mailings on orders. But how can simple notifications increase customer lifetime value? How can they drive repeat purchases?
Tips for upgrading transactional emails to boost sales
Try these three tips to use transactional emails to grow your ecommerce business.
Leverage product recommendations to upsell customers
Ask for reviews to build trust
Drive repeat purchases with discount codes
1) Leverage product recommendations to upsell customers
One way you can maximize the power of product recommendations is to add them in your transactional emails. How effective are product recommendations in maximizing your profits? Intelliverse found that 45% of consumers are more likely to shop on a site that offers personalized recommendations and 56% of online customers are more likely to return to a site that offers product recommendations.
For example, Costco’s order confirmation email has product recommendations that are based on top categories. It’s nothing special, but it can drive repeat purchases.
Another tip is to send personalized product recommendations based on a consumer’s purchase history or behavior. This way, you’ll be upselling products that customers will likely be interested in. For example, Amazon’s order confirmation email includes recommendations based on a customer’s past purchase.
Adding personalized product recommendations in your transactional emails make a lot of sense because they have high open rates. In fact, transactional emails have open rates that are 3x to 4x higher than the regular marketing email. That’s because customers often check transactional emails to confirm the success of their transactions.
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2) Ask for reviews to build trust
Another type of transactional email you can use is the feedback email which is sent a few days or weeks after the customer has received or used the product. Why are product reviews important to your retail store? Reviews determine whether people will buy your product. Additionally, while writing reviews don’t directly lead to repeat purchases, they’re pretty effective at getting other customers to buy a product.
Numerous studies consistently found that star ratings and reviews have a big impact on sales. In fact, BrightLocal found that 44% prefer products with reviews within the past month and Reevo found that reviews can result in an 18% increase in sales.
And contrary to popular belief, negative reviews might do you some good. Capterra found that 52% of buyers trust a product more when they see a fewer negative reviews. After all, there’s no perfect product. You can ask for reviews by sending a simple feedback email like J. Crew:
Writing a review seems easy, but it does take some time and effort. That said, you should thank customers because any kind of feedback is useful for your Shopify store. Here’s an example of how J. Crew thanks their customers:
You don’t always have to ask for long reviews, sometimes a star rating might do.
For example, JCPenney asks for a star rating a few days after the customer has received the product. They also give customers the option to write a long review through clicking the “Write a Review” button.
They also incentive customers by giving them a chance to win $1000.
You can also provide other incentives like discounts and coupons in exchange for the review. After all, people are more motivated when they get something in return.
Selling to your current customers is a lot easier and cheaper than converting a first-time customer. A study by Harvard Business Review found that acquiring new customers is about five to 25 times more expensive than selling to the ones you already have.
Of course, old customers are more likely to buy your product because they have experiences with your product or service. If they like what they purchased, there’s a good chance they’ll buy from your store again.
In contrast, first-time customers are a lot harder to convince. You need to get them through the marketing funnel and send ads, emails and other marketing content to convince them to buy from your store.
That said—how do you increase repeat purchases in your retail store? A popular trick is to send next purchase discount codes. Offer a small limited-time discount if they make another purchase.
Start customizing your transactional emails
The strategies in this post are an easy way to generate additional sales and revenue with some minor tweak. While Shopify doesn’t allow you to directly customize their transactional emails, you can start with an email template and then use a tool like Spently. Use their drag and drop functionality to add product recommendations, unique discounts and referral codes to your transactional emails.
Whether you’re a small business owner just starting out or a more established ecommerce brand, your shipping is an essential factor in your customer experience — and by extension, your brand’s growth.
Unexpected shipping costs, the ability (or lack thereof) to track packages, return shipping costs, and many other aspects have an immense impact on your customers’ experience with and perception of your brand.
Below, we’ll cover the modern customer’s expectations around shipping, as well as 9 essential shipping best practices to reduce cart abandonment and returns, motivate repeat purchases, and keep customers loyal to your online store.
9 shipping best practices your ecommerce store will benefit from
If you have free shipping options, make it a part of your marketing strategy
Track your customers’ orders and shipping statuses for them
Provide estimated ecommerce shipping costs and arrival dates before the final checkout stage
Use ecommerce shipping solutions with automation
Cover the cost of shipping on faulty products that need to be returned
Offer multiple shipping methods to accommodate customer needs (from “green” options to expedited shipping)
Communicate shipping issues quickly, transparently, and in a human way
Have a shipping strategy with business goals
When possible, use multiple shipping carriers
Now that we have an idea of what customers expect when shopping online, let’s look at some of the top shipping practices for your online business that both you and your customers will benefit from. Remember, ensuring top-notch shipping practices can help retain customers, bring in new ones, and even increase your business's profit margins.
1) If you have free shipping options, make it a part of your marketing strategy
As we mentioned earlier, one of the biggest expectations of the modern-day customer is free shipping — thanks Amazon. We already have a post on how to offer free shipping, so we won’t go into that here. Instead, we encourage you to advertise your free shipping across your site to improve your on-site conversion rate.
“The most popular shipping-related promotion is offering free shipping,” as explained by ShipBob. Even more, 60% of ecommerce companies report that “free shipping with conditions” is their most successful marketing tool, as a study from Wharton reports. Wharton’s study also finds that many customers would even prefer free shipping than a $10 reduction on product prices.
A great example of free shipping as a marketing strategy is Woxer, an apparel brand. Even though they only offer free shipping on qualifying orders, they promote that shipping policy on their website’s banner and their cart drop-down:
Woxer
Additionally, with Gorgias, you can pre-load your live chat with important answers to frequently asked questions — like questions about your shipping policy:
2) Track your customers’ orders and shipping statuses for them
When it comes to tracking customers’ orders and shipping statuses, consistency is key. Again, customers expect a way to track their purchases. Beyond simply creating a top-tier customer experience, proactive tracking can be an additional marketing strategy. As Forbes reports, “compared to typical marketing emails with open rates of 10% to 20%, tracking notifications can see open rates between 50% and 80%.” So, use emails to your brand’s advantage, and include as much information as possible to ensure the customer experience is positive.
This goes beyond just showing when the package is expected to arrive through a USPS or FedEx link. Ecommerce brands that use Shopify can employ the company’s tracking add-on, Shop. Customers download the free Shop app, and as soon as they purchase from an ecommerce business that uses Shop, the order will pop up in their app. The app shows the customer all of their order details, tracking number, carrier info, and a live map of where their package is with detailed tracking info every step of the way. Brands that use Shop for a standout customer experience include Allbirds, Outdoor Voices, and Credo.
If you use Gorgias, you have a great leg-up on the competition when it comes to order tracking. Gorgias’ deep integration with ecommerce platforms like Shopify means that your customer service agents have easy access to customer order information. Plus, with self-service flows, your customers can track orders without reaching out to an agent:
3) Provide estimated ecommerce shipping costs and arrival dates before the final checkout stage
Another best practice you can implement is providing estimated shipping costs and arrival dates before the final checkout stage. Amazon is best known for this, as the company shows estimated arrival dates right on the product page — even before a customer adds the item to their shopping cart.
This is an extremely important feature to provide, because 63% of customers abandon their carts due to high shipping costs, according to Statista. So, if your ecommerce site offers this information before customers add products to their cart, this may significantly cut down on your abandoned cart rates and avoid potential customer dissatisfaction.
Native Union, a tech accessory brand, lets customers input their zip code to estimate shipping costs and delivery times before they reach the checkout page. This is a great strategy to manage customer expectations, show off fast delivery options, and reduce cart abandonment (by avoiding unexpectedly high shipping costs at checkout):
Native Union
Check out Shipping Rates Calculator on Shopify, an app that can add this kind of calculator to your store. If you use another ecommerce platform, chances are they’ll have tools with similar functionality readily available.
4) Use ecommerce shipping solutions with automation
As your brand grows, an ecommerce shipping app will become necessary. Depending on the app, they’ll take over the entire shipping process, like coordinating with delivery services, printing shipping labels, and offering a variety of other shipping services. These tools can also provide necessary metrics and analysis to further improve your shipping strategies.
Automation tools can also benefit your customers. Because these tools offer in-depth information about the customer’s order, it’s less likely that they will need to reach out to your customer support team for assistance. A great example of this is Gorgias’ self-service order management, which lets customers track and modify orders without having to reach out — here’s an example on Steve Madden’s site:
ShipBob: This global logistics platform is specifically for fulfilling ecommerce orders for direct-to-consumer (D2C) brands.
NetSuite: This cloud-based app is designed as an all-in-one solution to help your ecommerce business stay organized when it comes to financials, CRM, and ecommerce.
Shipup: This app is specifically for delivery and tracking information. It follows each customer’s package in real-time and can even send notifications to customers, redirect them to other tracking pages, and allows your team to proactively manage potential delivery issues.
LateShipment.com: This app can help your business reduce shipping costs by up to 20% by utilizing automated service-failure refunds. It also proactively resolves delivery errors, ensuring a seamless customer experience.
ShippingChimp: This app works alongside customer service platform, Gorgias, to automate all of your business’ order statuses and fulfillment queries.
AfterShip: This web-based platform helps ecommerce brands provide shipment tracking and proactive notifications to customers, as well as brand updates.
Wonderment: This app helps prevent, “Where is my order?” complaints from your customers, and can help improve your post-purchase customer journey.
5) Cover the cost of shipping on faulty products that need to be returned
Returns and exchanges are unavoidable in the ecommerce world, but how your company handles them can make all the difference when it comes to retaining customers. If you make shipping products back to your company a hassle, customers will hesitate to shop with you again.
Research by ShipBob shows that the majority (80.2%) of customers report they return online purchases if the item they ordered arrives damaged or broken. But 95% of shoppers who are happy with a company’s return process say that they would buy from the same retailer again. With these statistics in mind, you may want to consider covering the cost of shipping returns if the product is faulty. This return policy can put customers at ease knowing that they won’t be hit with a shipping fee on an unusable product.
Check out our list of the best returns management tools to help you manage the returns process and retain customers, even when they aren’t satisfied with a product.
6) Offer multiple shipping methods to accommodate customer needs (from “green” options to expedited shipping)
Giving customers options when it comes to shipping will increase their likelihood of buying from you. This could include shipping options like overnight or expedited shipping, or environmentally-conscious shipping options.
As far as eco-friendly shipping goes, a recent survey by Sifted finds that a whopping 91% of customers want an eco-friendly option at checkout.
One company that announces carbon-offset shipping is Hive, a sustainable grocery brand. The company automatically has paid on orders that don’t reach the free shipping threshold to offset carbon emissions from shipping. However, they let shoppers know the reason behind the surcharge — and opt to let them pay extra for a pre-paid envelope to recycle certain items:
Hive
7) Communicate shipping issues quickly, transparently, and in a human way
We covered how automation and shipping apps can curb shipping issues before they happen, but sometimes issues still arise. We have all experienced shipping delays around the holidays, or at various points during the pandemic. When a customer faces a shipping issue like long delays or a lost package, the best way your team can handle it is with honesty.
Customers want to be able to trust the company they're purchasing from, and sensing that the company is lying is not an ideal way to keep customers. Inc finds that dissatisfied customers tell between 9 and 15 people about a bad experience.
So, be transparent, honest, and human in your responses. If you know their package was lost, tell them that and offer a solution. Consider sending the product again, or offering a gift card if the product is no longer available.
And if you have larger issues affecting many customers, consider taking a proactive customer service approach and adding an announcement to your website or contacting everyone who’s recently placed an order letting them know about resulting delays.
High-level thinking about your ecommerce company’s shipping strategy can have excellent benefits. It’s important not to create your shipping strategy in a vacuum: Involve team members from every department to ensure your shipping strategies align with overall business goals and the bottom line. You can ask yourself and your team questions like:
How much should we focus on increasing conversions?
Do we need to grow our customer base more, or analyze our current audience?
How much do we want to increase our average order value to align with growth goals?
How much would we like to decrease costs?
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9) When possible, use multiple shipping carriers
The last shipping practice we want to cover is the importance of using multiple shipping companies. In addition to the numerous shipping and supply chain issues that come and go as the COVID-19 pandemic wears on, there are additional legitimate reasons to consider using multiple shipping carriers, including reducing shipping prices.
First, you’ll have more leverage in negotiating carrier rates if you don’t box your company into working with only one carrier. Second, you’ll have more flexibility when performing local delivery versus international shipping, as carriers like UPS, USPS, and DHL are all cost-effective for certain types of shipping. And third, using a multi-carrier approach will help avoid potential risks. If something goes sour with one carrier, you have backups (think about the USPS issues we faced during the height of the pandemic).
Customers expect quick, free, and convenient shipping now more than ever
The pandemic brought on many changes, one of which was a dramatic increase in online shopping. Global online sales grew 11% year-over-year in the third quarter of 2021, according to 2021Q3 data from Salesforce. At the height of the pandemic, consumers increased their online shopping out of necessity, which meant that brands were also forced to change how they approached their shipping and other ecommerce strategies.
We can speculate that during this time period, customers became even more aware of gaps or flaws in certain ecommerce brands' strategies. With more consumers shopping online than ever, ecommerce businesses must meet the growing and changing expectations of online shoppers. These customer expectations include:
The quicker the better
Amazon’s free two-day delivery for Prime members — now sometimes even same-day shipping — has set the bar quite high for other ecommerce companies, though many can’t compete with the retail giant. According to Invesp, 80% of consumers want same-day delivery while 56% under 35 years old expect it.
If it’s not free, it’s (maybe) not worth it
In recent years, customers have upped their expectations when it comes to shipping costs. In the past, many were okay paying extra for expedited shipping, but as of 2019, over 75% of customers expect free shipping on all orders, as the National Retail Federation finds. This figure was up 7% from 2018.
Convenience is king
Overall convenience is another factor that customers care a lot about. 83% of consumers are willing to admit that convenience is important, according to a 2020 survey from the National Retail Federation. The same survey also finds that 97% of cart abandonment is due to inconvenience.
Order tracking is a must
Lastly, consumers want to know when their orders will arrive. As stated in Metapak’s fourth annual Global Ecommerce Consumer Research Report, 69% of customers say that the ability to track orders is one of their top three considerations when shopping online.
Integrate your shipping software with Gorgias to streamline your customer service workflow
Shipping is an important element of your customer experience, which is make-or-break for modern ecommerce brands.
Gorgias is the leading helpdesk for ecommerce businesses because it’s built exclusively around the needs of ecommerce businesses in mind. Our platform can keep all of your team’s support tickets in one place, automate responses to customers, and integrate with your favorite ecommerce apps, including many shipping tools.
Book a demo to learn more about how Gorgias helps brands grow through happy customers.
PayPal stands out as the best payment option for ecommerce because of its widespread use and easy integration.
Shopify Payments suits small businesses well with its easy integration and straightforward use on Shopify.
For enterprise businesses, Magento Payments provides a comprehensive solution to address complex payment processing needs.
Customers tend to prefer on-site payment processing because they can complete their purchases right on the website, unlike off-site processing which requires payment to be completed on a third-party website.
There are a lot of different ecommerce payment options to choose from when setting up your online store. This guide will help you choose the right ones for you and your customers.
We’ll cover:
The definition of payment gateways
The things you need to consider when selecting an ecommerce payment platform
12 payment platforms for you to consider
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12 most popular ecommerce payment options businesses need to accept
To help you prevent high cart abandonment rates, we’ve narrowed down the best ecommerce payment options for 2023.
Pros: Most popular payment processor, leads to higher conversion rates than other payment platforms
Cons: High fees, payments can be held for up to six months
PayPal needs no introduction. It’s the biggest payment processing platform on the globe, with more than 254 million active users. What’s more, ecommerce stores using PayPal have 82% higher conversion rates than their competitors.
However, like everything else, PayPal isn’t perfect. Unlike some of the platforms we have on the list, it isn’t free. PayPal has pretty high fees that will vary from region to region. Of course, with enough volume this can be negotiated.
PayPal is also known for holding payments for up to six months. They aren’t exactly the sellers’ first choice, but with such a high market share, customers trust them which is why we’re ranking them number 1 on our list of payment providers.
Pros: Integrates with the most popular ecommerce platform,
Cons: Not available in all countries
Second on our list is the payment gateway developed by Shopify. Since it’s the most widely used ecommerce platform in the world, it only makes sense that the company would create its own payment system.
Similar to WooCommerce Payment below, you can access Shopify Payments from your dashboard. Shopify Payments keeps your customers on your site, and is included with your plan.
As Shopify continues to evolve, they’ve also rolled out Shop Pay. It’ll allow customers to store their billing and shipping details, and in turn, make the checkout process a lot quicker.
3. Magento Payments
Pros: Offers customization and flexibility for enterprise-level needs
Cons: May require technical expertise to unlock full capabilities
Magento has been around for more than a decade at this point. Based on their experience with online merchants, the company has launched Magento Payments, a platform that can help you reduce operational complexities, lessen costs, and improve conversions.
Furthermore, with a merchant account, Magento Payments gives you an all-in-one solution that streamlines the payment process for you and your customers. It eliminates the need for 3rd-party account management, additional expertise, or subscription costs.
4. Big Commerce
Pros: 55+ payment gateways
Cons: Varying transaction fees
With cost-effective price plans and customizable options, this SaaS platform works perfectly for small ecommerce stores and mid-sized business owners. It offers more than 55 pre-integrated payment gateways to ecommerce sellers from all over the world.
At the moment, the payment option is available in almost 100 countries. It’s also available in more than 140 world currencies. The setup is also perfect for beginners: you just need to click a single button, and you start accepting credit card payments from all of the major players.
If many of your shoppers are Visa holders, Visa checkout should be the most obvious payment solution for you. Considering the fact that there are more than 21 million Visa Checkout users across the globe, it’s a safe bet that some of your visitors might prefer this payment option.
With this option, Visa users won’t have to fill in their personal information. They’ll be able to enter their credit card information, and they’ll be able to finalize the purchase. Visa Checkout can potentially increase conversions by 42%. A little convenience can go a long way.
6. Square
Pros: Well-suited for companies with brick-and-mortar and online stores
Cons: High transaction fees
Most users associate Square with POS payments, however, the company offers ecommerce payment processing services as well. By using their API, your website will be able to accept a number of payment methods from this list, including Google Pay and Apple Pay.
And that’s not all. Square can also make things easier for your customers additionally, by allowing them to create their own profiles. That means they won’t need to input their login data every time they want to purchase something from you.
If you’re already using Square POS, adding them to your website may be a natural fit.
Pros: Low operating costs, suited for ecommerce stores
Cons: Day-to-day management requires more technical know-how
Besides on-demand marketplaces and crowdfunding campaigns, Stripe works perfectly for people that have their own stores as well. More than 1,000 of ecommerce stores have managed to build their business around Stripe.
According to research commissioned by Stripe, companies using the platform have been able to increase their revenue by 6.7% during the first year of business. Compared to others, Stripe users also have 24% lower operating costs.
Stripe is so trusted, that Shopify Payments is built on it.
8. ProMerchant
Pros: Transparent pricing plans
Cons: Limited contactless payment options
This Massachusetts-based company offers a number of processing solutions to its customers. One of their most popular products is an ecommerce payment platform that's free to use. There are no upfront costs when you’re accepting card payments.
The company uses Authorize.net as their payment gateway platform. This allows you to be as flexible as possible. With ProMerchant, your store will be able to accept payments from a number of different companies, including Mastercard, Visa, and Discover.
9. Amazon Pay
Pros: Connects to Amazon, large customer base
Cons: Long registration process
Millions of people use Amazon to buy products every single day. There’s no reason not to try and turn some of these people into regular customers? By using the Amazon Pay platform, you’ll allow Amazon users to shop on your website without jumping through hoops.
For many people, the registration process takes too much time. They don’t want to enter their information, come up with a password, and wait for a confirmation email just to buy something. Remove all of these barriers with Amazon Pay.
10. Apple Pay
Pros: Most accessible to North American customers
Cons: Limited to Apple users
Nearly two-thirds of Americans use Apple products. For most of them, their Apple product doubles as a digital wallet. Naturally, they use their Apple accounts to pay for products on websites that accept it.
Apple Pay makes things incredibly easy for iPhone owners by leveraging touch identification and allowing users to pay for products with literally a single touch. If you want to get a piece of the action, then consider this platform.
Apple Pay, like Google Pay, makes mobile checkout almost instantaneous, and is already included with many payment providers.
11. Google Pay
Pros: Large customer base, easy payments for Android users
Cons: Not adopted by all merchants
Millions and millions of people already have their data saved on Google accounts. That’s why the biggest tech giant in the world has created its own payment platform. If you’re targeting a large user base, it can’t get larger than this.
Additionally, Google offers top-notch security that will make the consumers feel safe at all times. The platform can help you set up a loyalty program, offer gift cards, and various other discounts for most-loyal buyers.
12. WooCommerce Payment
Pros: Directly integrates with WordPress
Cons: Limited to US customers
Let’s round it off with a built-in integration. If you’re a WooCommerce user with no intention of changing your platform, then this could be the right solution for you. WooCommerce payment allows you to manage your finances swiftly and safely.
You don’t have to learn anything new, either. You can safely use the plugin from the safety of your dashboard.
The benefits of payment gateways in ecommerce
Payment gateway technology is used by store owners to accept credit and debit cards from shoppers. In a traditional sense, the term refers to both physical, card-reading devices found in stores and payment processor apps, typically found on ecommerce websites. However, in this post, we’ll only talk about the latter. So any time we mention a payment gateway, we’re talking about an online application.
Why do small businesses need payment gateways?
They make the checkout process easier
They keep customers’ information safe
1. They make the checkout process easier
Have you ever tried to buy an item only to find out that the purchase process is overly complicated and not worth your time? There’s a good chance you did. Most shoppers come across this problem more often than you think.
That’s why shopping cart abandonment rates are still considerably high. This March, more than 88% of shoppers in the United States have filled their virtual shopping carts, only to abandon them completely, before finishing the transaction.
If you want to decrease your cart abandonment rates, allow your customer to make purchases easily, and improve your revenue, you need a good payment gateway. It will remove any possible barriers, make the process feel intuitive, and lessen the need for customer support..
2. They keep customers’ information safe
Every day, thousands of people have their credit card numbers leaked, identities stolen, their bank accounts drained. For that reason, most shoppers are mainly concerned about preventing ID theft.
Recent studies indicate that around 1 in 5 online shoppers have had their identity stolen at some point in their life. Because of this, around 40% of consumers will only buy products from well-known websites.
If you want to attract new customers, you need to make them feel safe.
The best way to do that is to use a payment service that will keep their sensitive information completely safe. Your system needs to have proper encryption along with other security features. Being transparent about your security measures can also help.
How to choose a payment gateway for ecommerce: 3 considerations
There are dozens if not hundreds of payment platforms for you to choose from. If you’re opening an online store for the first time, you’re probably not sure what to look for. We want to explore the common options you have to you.
When selecting a payment gateway for your ecommerce business, there are three specific things you should keep your eye on.
1. On-site and off-site processing
The first thing you need to think about is whether you want your shoppers to leave your website or not.
For example, PayPal, one of the biggest payment solutions out there, requires users to leave the merchant’s website in order to finish their payment process. You can pay a fee to make sure the payment is processed without requiring shoppers to go to an external site. We highly recommend choosing a payment option that will keep uses on your site.
2. Types of payment methods
Different companies have different payment methods. Besides debit and credit card processing, there are plenty of other options including gift cards, financing, cryptocurrencies, and many more 3rd-party options.
In order to know what will work best for you, getting familiar with your consumer base is a must. See what payment methods your visitors prefer and only then make a choice.
3. Customer protection and security
We simply can’t stress enough the importance of data protection. If the payment platform you’ve started using has experienced data leaks, then the consumers might not be too keen on doing work with you.
Moreover, you should make sure that the platform you’re using doesn’t come with any hidden monthly fees. The safety of your consumers should be your number one priority.
Improve the customer experience
Now that you’re familiar with the best ecommerce gateways, you can improve the experience of your customers, help them finish their purchase in a matter of seconds, and grow your store, without managing cart abandonment rates all the time.
So let’s recap:
Payment gateways are there to make the purchase process easier
Without the right payment platform, your shoppers will feel insecure
In the past, the best way for online stores to grow was to spend heavily on paid advertising. The thinking: get your brand in front of an audience, and sales will just… happen.
But this ecommerce growth tactic is outdated because paid advertising has become outrageously expensive, and many shoppers make purchasing decisions based on customer experience and trust, not ad spend.
Before you dedicate an enormous growth budget to paid customer acquisition, read our guide for more sustainable, customer-centric tips to grow your online store.
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12 sustainable ecommerce growth strategies for brands
Determine KPIs, and reverse engineer your strategy from those metrics
Create a long-term SEO plan to rule Google search results
Establish a social media presence to generate more website traffic, social proof, and sales
Invest in customer service as your top customer loyalty program
Implement live chat to boost customer satisfaction and sales
Automate time-consuming tasks
Find profitable niches to expand your business
Form relationships with influencers in your industry
Pick the right digital payments platform for your store
Use ecommerce advertising to expand your reach (but carefully)
Realize the power of email marketing
Create a conversion rate optimization (CRO) plan
1. Determine KPIs, and reverse engineer your strategy from those metrics
You can’t really develop an ecommerce growth strategy without knowing how to know what needs improvement. Without solid key performance indications (KPIs) as a benchmark (and a signal on where to improve), your growth strategy will be little more than guesswork. Pause on the “growth hacking” until you have solid data.
Measuring your KPIs can help you answer questions like:
What made your store successful in the first place?
What efforts haven’t been paying off?
What revenue-boosting strategies work best?
KPIs every ecommerce business should track fall into four distinctive categories:
Monetary indicators: Tracking profit and revenue and increasing return on investment
Customer indicators: Regulating the number of former, current, and future customers
Purchase indicators: Analyzing people that have attempted or made a purchase
Conversion indicators: Assessing the number of people that have converted
Tracking KPIs requires you to acquire new tools, learn how to use them, and train your employees. Is tracking KPIs really worth your investment? Here are a few reasons why tracking KPIs is worth the effort:
Provides you with a complete, objective overview of your goals and progress
Gives you a benchmark for your current ecommerce sales, conversion rate, and more
Gives you the ability to make more informed decisions based on data
Allows for a evidence-based employee management and evaluation
Guides you to new ways to optimize brand exposure, lower bounce rates, improve click-through rate (CTR), and more
Want to know more about tracking ecommerce KPIs?
Keeping track of performance can help you bring your business to new heights. If you’re interested in knowing more about KPIs, how they can help you, and which ones to track, read our guide to ecommerce KPIs.
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2. Create a long-term SEO plan to rule Google search results
Organic search (when people use a search engine like Google) is the #1 source of traffic for ecommerce. One of the reasons for this is the fact that people, especially young people, actively ignore paid Instagram and Facebook ads. (Plus, those tactics are wildly expensive.)
That’s why your store needs search engine optimization (SEO). Specifically, you at least need to optimize your homepage and product pages to ensure your store is a top Google results when people are online shopping for the kinds of products and services you sell.
And, if you have the bandwidth, consider launching a full-fledged content marketing program (with blog posts and other educational content) to get even more eyes on your ecommerce site.
While most SEO refers to Google searches, online stores also have to think about marketplace SEO. If you sell on Amazon, for example, you’ll want to optimize your product descriptions to show up at the top of relevant search results.
Is SEO really that great of a marketing campaign? Do its benefits apply to small businesses? Let’s take a look at some of SEO’s biggest benefits:
Allows you to stay competitive despite the increasing number of new ecommerce brands
Lets you compete with large corporations despite a modest marketing budget
Helps you bring a steady stream of shoppers to fill your marketing funnel (in other words, attract potential customers)
Significantly lowers your pay per click (PPC) costs while allowing you to continue attracting customers
Creates lasting (and compounding) value, whereas paid ads quickly become irrelevant and ineffective
Want to know more about ecommerce SEO?
You can optimize your ecommerce website for search with a few quick wins, but the best SEO strategies are long-term marketing investments that compound over time. Check out our posts on ecommerce SEO:
3. Establish a social media presence to generate more website traffic, social proof, and sales
A 2021 Forbes survey of 6,000 shoppers found that about two thirds of shoppers use social media as part of their online shopping routine. They either discover a brand through its social posting, check out the Instagram for product photos, or look through customer conversations in the comments.
Check out how CROSSNET uses social media cross-marketing to grow their audience:
Not only can social media persuade your target demo that you’re the right store for them but it can also expose your business to customers you didn’t even plan on targeting. In addition to retail sales growth, it will help you expand to markets you haven’t even thought about.
Benefits of social media marketing
Of course, having a page/profile on all of the more popular social media platforms is a must nowadays. But should you continuously invest in social media marketing? Consider this:
Brings in more traffic to your website and increases online sales in the process
Increases conversion rates by helping you create relationships with followers
Builds trust with your target demographic and boosts brand loyalty
Leads to better customer satisfaction rates through direct dialogue (when you perform social media customer service)
Want to know more about social media marketing for ecommerce?
If you want to read further about how your store could benefit from social media marketing or know more about the best strategies, we recommend you read our article on the topic. There, you’ll find out everything you need for a winning social media strategy.
4. Invest in customer service as your top customer loyalty program
Without your customers and their loyalty, your business wouldn’t exist. Simple as that. Focus on providing incredible customer service, and you’ll see increased customer satisfaction, more testimonials and customer referrals, and higher retention and repeat purchases from cusotmers.
32% of shoppers say they would no longer shop with a brand they loved after one bad experience, according to PwC’s Future of CX report. You don’t have to worry about “delighting” every customer. But you do have to provide quick, effective service (and a great customer experience) to build trust and keep customers from shopping with your competitor.
Want to learn more about growing through customer experience? Check out our CX-Driven Growth Playbook, a compilation of 18 tactics from top ecommerce brands to raise your revenue by up to 44%.
Benefits of ecommerce customer support
Without a question, investing in customer support is a must. Here are some of the benefits you can expect when you start investing in providing a great customer experience through service:
Gives you a direct communication channel with shoppers (to receive feedback and product reviews)
Establishes a reputation as a caring brand that takes good care of shoppers
Provides a chance to upsell customers (when the time is right)
Gives you a chance to answer questions, handle objections, and remove any other barriers to a sale
Integrates easily with other channels, especially intimate and high-touch channels like text marketing
Lowers shopping cart abandonment rates significantly and helps with cross-selling efforts
Want to know more about ecommerce customer service?
Your business heavily depends on a great customer experience (and customer satisfaction rates staying high). While chasing after new customers may seem like the fastest way to grow, investing in customer service is your best bet for sustainable growth.
5. Implement live chat to boost customer satisfaction and sales
Live chat is one of the best ways to provide in-context, efficient customer service. We also find that Gorgias customers who use live chat can increase conversion rate through the channel by proactively offering discount codes
Live chat also allows your customer service agent to serve multiple customers simultaneously. And, when you use self-service portal and chat contact form, you can offer live chat support even when you don’t have a human agent to staff the channel.
Here’s how shoppers can use the self-service portal to answer their questions — in this case, track and update their order — without interacting with an agent:
Unlike physical stores, most online stores provide limited communication options to their visitors. A customer can’t just walk up to you and ask you a question. Live chat offer that. And live chat can facilitate sales, just like a physical attendant who can answer questions and give product recommendations in the moment. Here’s what can live chat do for you:
Saves your customer service agents and buyers precious time
Enables customer service agents to serve several people at the same time
Gives shoppers relevant recommendations and solutions to their problems (unblocking sales)
As your business grows, you’ll only take on more time-demanding tasks. On their own, these tasks are harmless. However, they can quickly swell and distract you from higher-impact projects in your growth strategy.
Thankfully, tasks like customer segmentation, order tracking, and many parts of your digital marketing (like creating social media posts) can all be automated. With the right tools by your side, you’ll ensure that your business stays profitable.
That’s why 89% of businesses already automation some parts of their growth tactics, according to a 2019 survey from Automizy.
Benefits of ecommerce automation
Small tasks can consume a lot of your time. What can you do with all of that free time? Here’s what ecommerce automation does for you:
Helps you manage your inventory much easier and ship products faster
Offers better customer experience with better response time, shipping, and returns
Allows you to focus on more complicated aspects of your operation and improve ROI
Improvers customer service with automated letters and email responses to inquiries
Makes social media marketing a lot easier by scheduling posts on multiple platforms
Want to know more about ecommerce automation?
Ecommerce automation is a broad topic. You can automate elements of your digital marketing, your customer service, your administrative tasks the build up here and there.
In ecommerce, a niche is a specific segment of the retail market’s target audience interested in a particular product type. Niches can be narrow and wide. A wide niche would be beauty products and a narrow niche would be male, eco-friendly care products.
If you want to expand your business, it would be smart to find a particular niche to target. These are trending niches, but you should expand wherever is most relevant to your existing brand and customer base. By targeting a specific group of customers over the long haul, you can more easily establish yourself as the go-to brand.
Benefits of finding a profitable ecommerce niche
Trying to please everyone is a recipe for disaster. Finding a niche and sticking to it will help your business with:
Attracts a group of people that is willing to pay more and stay loyal to a brand
Helps you stand out among your competitors by having a more unique (and desirable) offering
Lets you stay on top of current trends and staying in touch with young consumers
Lowers your costs of advertising and helping attract new people more easily
Want to know more about profitable ecommerce niches?
Expanding into a new niche is no small decision. You have to ensure the expansion makes sense for your existing customers and brand, as well as your future growth goals.
8. Form relationships with influencers in your industry
According to 2021 Statista data, nearly 35% of social media users were either likely or extremely likely to purchase a brand’s product or service because an influencer promoted it. Ecommerce influencers are one of the best ways to increase exposure for new products (or to new audiences).
Below, you can see how Princess Polly partnered with an Instagram influencer with over 11,000 followers to increase brand awareness and bolster social proof:
These people are the ones you need to partner up with. Regardless of your ecommerce industry or the niche you’re targeting, certain influencers can help you improve sales.
Not even your geographical location makes a difference. There are influencers in North America, Latin America, and even in the Asia-Pacific region — there are plenty of high-impact influencers in China. There are also influencers on every social media platform, from TikTok to LinkedIn.
Working with an influencer can expose your brand to the global ecommerce market and boost your marketing efforts beyond your wildest dreams. If done correctly, partnering with an influencer can expand your social reach, ensure growth, and improve your bottom line.
Benefits of teaming up with influencers
Although “influencer marketing” is a recent phenomenon, people have been using the influence of others to sell products for decades. Another way marketers describe this is “social proof.” Here’s what you can expect from it:
Builds trust between you and your customers in a short period of time
Gets more people to know about your store, offering, and brand message
Helps your content strategy reach new levels and attract more people than ever
Provides content and value to your target demographic on a regular basis
Reaches audiences you haven’t even thought about and sending them your way
Want to know more about influencer marketing for ecommerce?
Influencer marketing is one of the best growth hacks for ecommerce stores, thanks to the wide reach of influencers and the impact they can have on brand exposure and product awareness.
9. Pick the right digital payments platform for your store
Consumer behavior has changed drastically over the past decade. Just 10 years ago, a vast majority of consumers couldn’t imagine going shopping without any cash on them. Today, most people are more than glad to go cashless.
According to 2021 data from Statista, digital wallets and credit cards are by far the most common ways to make purchases . Online payment apps like Venmo and Paypal aren’t far behind.
Merchants that want to expand their businesses need to offer seamless payment options to their customers. Having the right platform will speed up the entire purchase process for both local and international customers alike, all while making them feel 100% safe. Fortunately, Shopify, BigCommerce, and other major ecommerce platforms offer multiple payment options.
Benefits of having the right payment platform
What’s the preferred platform for your audience? That’s the question you need to answer. Here’s how using the right payment gateway helps your business:
Allow customers to open accounts on your website without entering too much data
Accept multiple payment methods through a simple, single integration
Enable cross-border payments, helping you reach a worldwide consumer base
Speed up transactions and increasing customer satisfaction rates in the process
Increase security levels and helping you gain the trust of first-time customers
Want to know more ecommerce payment platforms?
Offering the right payment methods could make or break user experience and customer trust.
10. Use ecommerce advertising to expand your reach (but carefully)
Pay per click (PPC) advertising is a form of online advertising in which the business owner pays a certain amount of money every time a consumer clicks on their advertisement.
There are plenty of platforms you can use to host your ads. This includes search engines like Google and Bing, social networks like Facebook and Instagram, as well as popular websites like TechCrunch and Search Engine Journal.
Benefits of ecommerce advertising
SEO might be a more cost-effective way to market your business, but paid advertising is a great way for quick bursts of growth. Here are the benefits of paid ads:
Target highly specific groups of consumers
Give you an additional source of website visitors besides SEO
Help you track your ad spending exhaustively, to the last penny
Save your money until you start seeing new visitors and real results
Allow users to adjust their ad strategy and spending on the fly
Want to know more about pay per click?
For most players in ecommerce, paid advertising is a strong strategy. (Of course, it can never replace customer experience.) If you choose to invest heavily in pay per click advertising, you must make sure you understand your customers to advertise on the right platforms to the right targeted segments.
Even though some people think that email marketing is on a decline, that’s not even close to the truth. Failing to invest in email marketing would be a huge mistake. The fact of the matter is, without email, your sales, user engagement, and returning customer base would drop.
In a 2020 survey from Litmus, four out five growth marketers said they’d rather give up social media than email. Email may be old-fashioned, but it’s not out-dated. You check your email most days, don’t you?
With email, you’ll be able to directly reach your customers and serve them weekly content, without relying on social media algorithms. Not only that but with retargeting, you’ll be able to lower your cart abandonment rates significantly and increase conversions in no time.
Benefits of email marketing for ecommerce
Paying more attention to your email campaigns comes with a lot of pros and a very few cons. Here some of the benefits you can expect to experience:
Gather actionable feedback from large groups of customers
Send your subscribers fresh content weekly through newsletters
Mail discount coupons and other rewards to loyal customers
Retarget customers that have left your site without making a purchase
Lower cart abandonment rates and reactivating inactive customers
Want to know more about ecommerce email marketing?
Is email marketing something you want to get into? Do you know how to start building a list of leads? What do you want to accomplish with your strategy?
12. Create a conversion rate optimization (CRO) plan
Ecommerce conversion rate is the percentage of website visitors that make a purchase. Have a low conversion rate? In the world of ecommerce, that’s nothing out of the ordinary. Most US ecommerce websites have a conversion rate between 1% and 2%.
Of course, the rate varies greatly between different sectors. Some ecommerce niches have rates as high as 4.9% while others have as low as 1.4%.
All of this doesn’t mean that you should be satisfied with your rate. Your website can always use some conversion rate optimization. How can you boost your conversion rate? In many ways actually, some of which include:
Avoiding lengthy sign-up forms
Allowing shoppers to buy without registering
Placing CTA buttons in all of the right places
Sending cart abandonment emails
Don’t underestimate the power of CRO. By improving your conversion rate by a percent, you can double your revenue.
Benefits of boosting conversion rates
Dedicating a certain amount of time each week to conversion rate optimization can make your business strategy more effective. But there are lots of other CRO benefits:
Learn more about your regular customers and their shopping habits
Boost store revenue by running ads based on your customer insights
Lower customer acquisition costs and improving the average order value
Improve SERP rankings and exposing your store to a brand-new audience
Make more informed business decisions and taking only calculated risks
Want to know more about ecommerce conversion rates?
Conversion rate optimization is a full-time job at some companies. But even if you can’t hire a CRO specialist, you can (and probably should) make a plan to ensure as many visitors as possible end up making a purchase.
13. Invest in product photography to improve sales
As an ecommerce store owner, your job is to sell products. And when customers can’t pick up and hold your products, your product images become paramount.
Nowadays, consumers are being bombarded with visual content. Social networks, streaming platforms, and forums, all thrive from visual content. With so much visual content on the Internet, consumers now ignore most things that don’t tickle their imagination right away.
The Social Ms reports that 67% of potential shoppers say image quality is an important. Think about it: would you trust a brand with low-quality product photos?
That’s why you need to take steps to ensure that your products are looking crisp. Whether this means hiring a professional to handle the work or taking things into your own hands is all up to you. Just make sure that your visuals are on high quality and show the product in its best light.
Benefits of investing in product photography
Organizing a professional photoshoot is not a small task to tackle. A lot of time and money goes into photo sessions. Here are a few reasons why you need to focus on product pics:
Allows consumers to have a better perception of your products
Helps mobile shoppers have a better view of your product offering
Improves the speed of trust, making the shoppers trust you right away
Increases the conversion rates by helping customers make quicker decisions
Strengthens your business’ brand identity and separating you from competitors
Want to know more about product photography?
Product photography can be a significant investment, so it’s important to hire a great product photographer at the right time.
Provide the best customer experience possible to maximize ecommerce growth
Ecommerce growth is a complex beast. Whether you decide to invest in PPC, hire a product photographer, or start working on an email marketing strategy, one thing is certain: your customers always come first.
You need to keep your customer service at a high level, in order for your business to continue growing. And you can’t possibly do that without the right tools.
Gorgias is a customer service platform built specifically for ecommerce. Gorgias users provide more efficient (and satisfying) customer service, generate more revenue, and get up-to-date support and revenue data from the tool.
If you want to see how Gorgias can help your ecommerce business grow, check out our customer story on Ohh Deer, a small business that used Gorgias to generate $12,500 per quarter through customer experience.
The post-purchase experience is a crucial window of time that starts the moment after a customer checks out and completes a transaction on your ecommerce store. Clicking “buy” is not a finish line in the customer relationship: It’s the beginning of the next leg in the customer journey, from first-time shopper to (hopefully) loyal customer.
With the right tactics and strategies, ecommerce businesses create post-purchase experiences that proactively support these new buyers, strengthen the relationship, and nudge them to return to the store.
Follow these nine strategies to make your brand’s post-purchase experience more customer-centric and profitable.
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9 post-purchase experience strategies for ecommerce stores
We define the post-purchase experience as any and all touchpoints a customer has with a brand from the moment the shopper completes checkout until they start using your product. Building a powerful post-purchase experience that creates long-lasting customer loyalty takes finesse because a lot of small pieces make up the customer experience.
Here are nine strategies for how to encourage better post-purchase behavior among your customers.
1) Figure out notable touchpoints on your customers’ journey
There are a lot of best practices when it comes to encouraging repeat business, but often brands jump right into tactics and overlook the overall journey.
“My biggest piece of advice,” says Bri Christiano, Director of Customer Support at Gorgias, “is to really understand the customer journey for your business. Which touchpoints are going to drive the most revenue?”
The first step is to consider the outcomes you want from the post-purchase experience. Most likely, those outcomes include:
Then, as you set up touchpoints like email campaigns or SMS messages, think about the different moments where your shoppers will be most engaged post-purchase.
Ideally, you’ll catch them while they're already interacting or thinking about you. You don't want to try to talk to them randomly when they're probably not thinking about you or their experience. The more personalized you can make the experience, the better. That means segmenting emails based on a customer’s profile wherever possible.
“My biggest piece of advice is to really understand the customer journey for your business. Which touchpoints are going to drive the most revenue?”
— Bri Christiano, Head of Customer Support at Gorgias
Keep in mind that the flows will look different over time to a first-time purchaser than to someone who's been a customer for a year.
When you should do this
As you’re starting to optimize the post-purchase experience for your brand, this is the first step to take.
How to get started
First, map out your customers’ journey. You can use anything, from a tool like Miro to a whiteboard. We recommend this article on customer journey mapping in retail from Delighted.
Then, take a look at the emails you're sending today and start with the small elements. How often are shoppers opening those emails? Why do you think they're not opening them? Maybe you have the wrong subject line, or perhaps you’re sending emails on the wrong day.
Then, consider how your customers behave and think about some small tweaks you can make. Be sure you’re looking at your current metrics like email open and click rates or CSAT scores as you’re doing this audit.
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2) Offer a great unboxing experience
Shoppers already look forward to receiving packages in the mail. But sending eye-catching, fun packaging that people actually want to keep makes your brand stand out. It also sparks joy by turning the simple task of unboxing into an enjoyable, surprising experience.
For example, stationery shop Ohh Deer and its subscription brand Papergang send creative and recyclable packaging to their customers. The boxes and packaging are so loved that fans post unboxing videos on YouTube.
Now is a great time to start! The sooner you create fun and interesting packaging, the sooner your customers can start enjoying it.
How to set this up
Use a tool like Arka or Fantastapack to create custom boxes for your brand. If you don’t have design skills yourself, hire a freelance designer to work on the design for you.
3) Set up and launch post-purchase email campaigns
Sending detailed and personalized post-purchase email campaigns is a major part of your overall email marketing and post-purchase strategies. This is how you’ll stay engaged with customers throughout their post-purchase journey. These campaigns also make up a key part of your marketing strategy as a business.
Let shoppers know that you’ve got their order and you’re working on it to give them peace of mind that their payment went through and that it’s coming soon. You can set up various order status updates in your ecommerce platform (like Shopify).
Post purchase, before an order ships
Before a customer’s order ships, you have the opportunity to upsell customers and add that item to the same shipping box. Not only are you driving additional sales here, but from a cost perspective (especially if you offer free shipping) it helps you out as a business.
For example, maybe a customer signed up to get notified when an out-of-stock item comes back in. Now that it's in stock again, you can send that item out with whatever that customer already purchased.
You can use a Shopify app like AfterSell to upsell customers after checkout.
When an order ships
Send a shipping confirmation email and offer order tracking so that shoppers can stay up to date with the whereabouts of their package.
A good rule of thumb is to trigger different emails based on the delivery status. But within a few days, under the assumption that someone needs a few days to check out the new product.
Check in to ask questions like:
How is your order
Did you have any feedback for us?
Was it the right size?
To nudge them to purchase a refill or subscribe
If you sell a physical product like soap, vitamins, or soda, customers will likely run out of them within a set amount of time. If you can figure out what that average amount of time is, you can trigger an email reminding them to refill or sign up for a subscription.
For example, Method soaps are all built around the eco-friendly principle of refilling, keeping waste to a minimum (and as it happens, strongly pushing repeat purchase decisions and driving up customer lifetime value).
The company sends replenishment emails that nudge customers to purchase those refills, often with a special, time-limited discount attached.
When a free trial is about to run out
Some brands, like curiosities retailer Uncommon Goods, offer a paid subscription program with benefits like free shipping, donations to non-profit partners on your behalf, and members-only emails.
Its program comes with a two-week free trial. Near the end of that free trial, the brand sends out an email with the subject line, “Reasons to stick with Uncommon Perks.” The email lists the different benefits of the program. If you have a program like this, consider a similar email campaign.
Do you sell other items that would enhance the customer’s experience with what they already bought? They might not have seen the need before (in an upsell or cross-sell attempt), but now with the product in hand, they may be ready to buy.
Loyalty program invites
If you have a loyalty program and the first-time customer hasn’t joined it yet, now could be a great time to pull them in.
If your ecommerce site is built on Shopify, BigCommerce, or Adobe Commerce, check out the links below for how to set up different email notifications powered by automation.
If the product you’re selling requires some setup or assembly or has features that go beyond the basics, one form of post-purchase communication you’ll want to focus on is tutorial-style content. You want to show customers how to use or set up their new product so they get the maximum benefit from it.
Explain the importance of content that can show customers how to properly use or set up your product or even creative alternative ways to do things with your product — both because this is helpful for customers and because this effortless experience tends to reduce returns and lead to loyal customers who make repeat purchases.
For example, D2C ecommerce retailer Bug Bite Thing offers one primary product: a plastic suction contraption that reduces the severity of stings and bites, including from mosquitoes. Unless you’ve used their exact product, you’ve probably never seen anything similar. The company sends an excellent tutorial email to all customers and features clear instructions with custom GIFs that show exactly what to do with the thing.
https://youtu.be/jWPgoeDSDYM
Tutorial videos, use cases, explainers, or links to FAQs can be helpful while the customer is waiting for the item to arrive or as the customer is learning about the item.
When you should do this
Send out tutorial information after the item ships and before the item gets delivered.
If you're not getting a lot of traction on email, or you want to make sure that customers see your setup guide, include an insert with a QR code that links to a setup video or blog post on your website.
This is another good lever for physical, good ecommerce brands to have a touch point in the actual physical product that they’re sending since not everyone opens their emails.
How to set this up
Share product-specific how-to content via links to your Help Center to find set-up and troubleshooting information for their new product.
Having to return an item is already frustrating on its own. So if your brand complicates the returns process further, it will discourage people from shopping with you again.
Instead, start by listing your refund policy clearly on your website. Then, create an easy, self-service return portal where folks can easily initiate a return or exchange.
For example, jewelry shop Jaxxon uses Loop to facilitate an easy returns process and push exchanges over returns.
6) Follow up a purchase with rewards, referral, and loyalty programs
If you have a loyalty program, the post-purchase timeframe is the perfect time to plug it. You’ll get your brand back in front of eyeballs while impressions are still fresh, and if you can get them to sign up now, you’ll turn more existing customers into long-term fans.
If you don’t have a loyalty program, consider starting one. eMarketer found that 58.7% of internet users indicated loyalty points or rewards as one of the aspects of retail shopping they valued most.
Loyalty program or not, you can also send discounts, incentives, or rewards during this period, sweetening the pot for a second purchase and producing an even better post-purchase customer experience.
Loyalty programs are ubiquitous these days, from the loyalty punch card (or app-based version) at your local coffee shop to paid VIP programs like what Uncommon Goods offers with Uncommon Perks.
When you should do this
If someone has ordered from you multiple times or filled out a CSAT or NPS survey that scored high, it’s a great time to invite them to join your loyalty program.
“You're catching that person at a point where they're feeling really energized about the brand,” says Bri.
How to set this up
LoyaltyLion is a great tool that makes setting up a loyalty program a breeze. It also integrates with Help Desks like Gorgias, so your support team can keep an eye on how your loyalty members are doing.
Growave is another great tool that can help you manage referral programs to bring new shoppers to your store and improve conversion rates thanks to social proof — or in other words, turning more browsers into buyers because their friends vouch for your brand.
7) Provide plenty of opportunities for feedback (and ask directly)
According to Bright Local’s Consumer Review Survey, 94% of consumers are more likely to use a business because of positive reviews.
“You're catching that person at a point where they're feeling really energized about the brand”
— Bri Christiano, Director of Support at Gorgias
The more feedback you get, the more you can act on it, which can improve the customer experience and lead to more positive reviews.
When you should do this
Request customer feedback a few days after a product gets delivered to see if they liked it. This can be in the form of a quick NPS survey or a request for a public product review on your website. And once you get those reviews, spread them far and wide! We love how prominently Loop Earplugs features customer reviews:
You can solicit feedback and reviews with automated email campaigns, chatbots, human chat agents, or an SMS campaign.
Review tools like Yotpo can also help. If you use a Help Desk like Gorgias, Yotpo integrates with it to make it easy to collect feedback and respond to negative or positive reviews easily.
8) Invite customers to join your brand communities
If your brand has any official online communities, the post-purchase period is the perfect time to invite customers to join. Doing so can build up greater customer loyalty by building a sense of connection.
If customers are engaged in a community, they're more likely to stay longer, both in the community and as customers. Communities also can help people answer questions or solve problems.
Nearly half of businesses that had online communities saw between 10 and 25% savings in customer support costs. Customers got their answers from communities instead.
For example, Instant Pot is a well-known consumer brand that has leveraged the power of online communities to grow its brand. It has a large, active official Facebook group, and it’s active on other social spaces too. Additionally, the brand has managed to get its product mentioned on all sorts of mommy blogs, cooking and recipe sites, and more.
After a purchase, send an email or drip series that invites customers to follow you on social media or join your community. Consider offering an incentive within that, like 15% off their next order.
How to set this up
Online communities can take shape on social media or on community or collaboration platforms like Slack and Discord. Choose whichever platform makes the most sense for your business. You can leverage your brand’s community to foster greater customer relationships and raise customer lifetime values.
9) Build an omnichannel support strategy to engage customers post-purchase
Many successful brands have moved to an omnichannel support strategy, one that’s customer-centric and delivers consistent help across all avenues where a customer might reach you. Helpdesks make omnichannel more feasible, as do back-end ecommerce platforms and systems that can sync experiences across all channels.
Social listening (tracking brand mentions and customer feedback) and customer support play an elevated role here. The goal is to ensure that no matter where your already-paying customers are, you can hear them and respond to their conversations.
When you should do this
In terms of availability, you don’t need to be available 24/7, but you should always post your hours or automate a response to let customers know when they’ll hear back.
In terms of proactive outreach, as with any post-purchase communication, think about the user experience and what timing makes the most sense for that user and your product.
You might send an email thanking a customer for a positive review or send a text message once a product gets delivered. For example, pajama shop Printfresh sends a personalized text message to see if customers liked their purchase or need support a few days after it’s been delivered.
A centralized help desk like Gorgias makes setting up and maintaining an omnichannel support experience easy for you and your customer support team.
These tools pull in customer information from different locations like social media, SMS, email, your ecommerce platform (like Shopify or BigCommerce), and other ecommerce tools (like Yotpo and Klaviyo) into one central place, so you can see any and all interactions with a customer from within their profile.
Why the post-purchase experience is important
The post-purchase experience is a crucial time for customer relationship building: it affects customer retention and can set you apart from your competition. Creating a positive post-purchase experience has many benefits, including reducing customer confusion, nurturing customers to make repeat purchases, and reducing support tickets.
1) Reduce customer confusion
As a brand, you can make the customer experience smoother and eliminate guesswork for shoppers. Offer information proactively so customers don’t have to panic and wonder whether:
They ordered the right item to the right address
The product will arrive on time
They can return the product if they don’t love it
This is the primary benefit of a solid post-purchase experience because customers won’t return to a store that left them confused, frustrated, and sending a hundred questions to customer support.
Like it or not, giant ecommerce brands like Amazon have trained customers to expect lots of information automatically, and keeping pace is in your brand’s best interest.
A smooth customer service experience, plus follow-up marketing, promotions, self-service resources, and other value-adds (like a customer community) help turn first-time shoppers into loyal customers.
3) Reduce the number of questions your customers ask support
While fielding questions from customers isn’t a bad thing, forcing new customers to write to your support team for basic information creates a more high-effort experience.
Those high-effort experiences can ruin relationships. The Effortless Experience found that 96% of these customers lose their loyalty to customers after putting in high levels of effort to get help.
Plus, your team probably has more important conversations to get to. If you spend all day answering WISMO tickets, you won’t have time to offer product recommendations, update your Help Center, or experiment with new chat campaigns.
Your post-purchase flow provides a great opportunity to proactively answer customer questions without having to wait for a live person on the other end. You can also create self-service resources like FAQ pages and knowledge bases that share pertinent policies (like return policies or shipping times).
Building the best post-purchase experience starts with Gorgias
While a post-purchase experience entails more than just customer support and helpdesk services, you can’t build a top-quality post-purchase experience without these crucial functions.
Gorgias is the world’s best helpdesk and customer service platform for ecommerce businesses. It was built specifically for ecommerce and has the features, integrations, and flexibility you need to create the best possible post-purchase experience.
Learn more about how Gorgias helps ecommerce brands streamline support, improve CX, and drive revenue in the video below:
Once your ecommerce business starts attracting a large number of customers, keeping up with order fulfillment can quickly become a full-time job.
For most brands, ecommerce shipping is a significant expense and time-suck. The average cost to fulfill an online order amounts to 70% of the order's value, according to eFulfillment Service.
At the same time, customer expectations regarding shipping management and order fulfillment have only grown more demanding, with 96% of customers now defining "fast delivery" as same-day delivery, according to Invesp. Not to mention the new normal of free shipping. (Thanks, Amazon.)
The good news is that there are plenty of great shipping software solutions designed to help you optimize your customer experience and make order fulfillment less of an expensive hassle. To help you choose the best shipping software for your online store, we'll discuss what to look for in shipping management software before diving into the 12 best shipping software tools for ecommerce stores available today.
Top ecommerce shipping software for your online store
ShipBob
LateShipment.com
AfterShip
Shipup
ShippingChimp
Wonderment
NetSuite
2Ship
Shippo
Essential Hub
Shopify Shipping
ShipStation
If you are searching for shipping software solutions that will help make your online business more efficient and profitable, there are plenty of great tools to choose from. Below, we’ve compiled 12 of the best shipping software tools on the market today, including their customer review score from G2:
1) ShipBob: 3.3 ⭐(68 reviews)
If you would like to take the hassle of order fulfillment and inventory management off of your hands entirely, partnering with ShipBob is a great option. ShipBob is a third-party logistics (3PL) company that enables ecommerce store owners to ship their products — in bulk — directly to ShipBob's warehouses. From there, ShipBob takes over all inventory management and order fulfillment services, including picking and packing, shipping orders to customers, carrier routing, managing returns, and everything in between.
LateShipment.com allows you to create a branded post-purchase experience for your customers. This tool makes it easy to create customized tracking pages and tracking widgets for your website, as well as pages and widgets for processing order returns. LateShipment.com also provides real-time shipment tracking information and a wealth of other valuable data that you can use to optimize your shipping management process.
AfterShip is a shipping solution that provides insightful real-time tracking data for all of your store's orders via a centralized, user-friendly dashboard. The biggest selling point of AfterShip is the fact that it allows you to create branded tracking pages and shipment notifications.
Shipup is a shipping platform that provides three key features: create branded real-time tracking notifications and tracking pages, receive alerts about delays or delivery incidents sent straight to your existing CRM, and receive a range of useful analytics that you can use to improve your company's shipping process.
Pros
Long list of integrations with other ecommerce software tools, including Gorgias
Intuitive and customizable dashboard
Easy to set up and use
Cons
Does not allow you to print shipping labels
Does not offer any inventory management solutions
Pricing is expensive compared to similar shipping options
Key features
Attractive and customizable email notification and tracking page templates
Allows you to display product recommendations in your shipping update emails
Like many order fulfillment software solutions, ShippingChimp lets you create branded tracking notifications and tracking pages. It also allows you to track the status of all your shipments from a user-friendly dashboard. In addition to these features and its ease of use, what really sets ShippingChimp apart is the fact that it provides store owners with a customizable self-service returns portal for facilitating customer returns.
Pros
Excellent customer support
Offers a 30-day free trial
Provides a wealth of analytics, including CSAT scores for gauging customer loyalty
Cons
App is sometimes prone to freezing
Does not allow you to print shipping labels
Does not offer any inventory management solutions
Key features
Provides customers with automated and branded shipment updates
Allows you to forecast delivery exceptions
Streamlines the order return process by providing customers with a self-service returns portal
Pricing options
Basic plan - $19/month for up to 500 shipments/month
Pro plan - $99/month for up to 2,000 shipments/month
Premium plan - $199/month for up to 5,000 shipments/month
Enterprise plan - custom pricing available upon request
6) Wonderment (no G2 reviews)
Wonderment is a post-purchase shipping platform designed to help you reduce "Where is my order?" tickets by providing customers with automated order updates. In addition to sending automated shipping updates via email and SMS, Wonderment also provides order lookup and reporting that includes a daily digest of stalled, delayed, and lost orders.
Pros
Integrates with Klaviyo for fully-branded and customizable shipping update emails
Makes it easy to send automated shipping updates via SMS
Completely free for stores with less than 500 orders/month
Cons
Does not allow you to print shipping labels
Dedicated support and onboarding comes at the additional cost of $.04/shipment
Only capable of integrating with Shopify stores
Key features
Allows you to create automated shipment update workflows
Easy to use dashboard makes it simple for your team to keep track of shipping incidents
Pricing options
Starter plan - $0/month for up to 500 shipments/month
Premium plan - $100/month for up to 4,000 shipments/month
Premium Plus plan - $100/month plus $.04/shipment for 4,000+ shipments/month
Netsuite's multichannel order management solution enables you to execute multiple order fulfillment and inventory management tasks across your supply chain from a single dashboard, including direct shipping products from a warehouse and placing purchase orders to ship to various warehouses.
Pros
Provides complete inventory visibility across multiple warehouses, 3PLs, and suppliers
Supports complex processes such as split shipments, continuity programs, dropshipping, personalized products, and digital fulfillment
Highly customizable
Cons
Some features require varying levels of coding to install
Though pricing is custom, Netsuite products are generally quite expensive
Occasional performance issues
Key features
Capable of automating the end-to-end order lifecycle
Provides a single-pane-of-glass view of your entire inventory
Automatically fulfills orders from the most economically-located warehouse
Pricing options
Netsuite's multichannel order management solution is included with a Netsuite license. The price of a Netsuite license is only available upon request.
2Ship is a shipping software solution designed to help ecommerce stores lower their shipping costs by comparing prices across carriers. Along with making it easy to find the best rates for each product you ship, 2Ship also provides tracking updates and the ability to print shipping labels.
Pros
A wide variety of pricing plans to choose from
Great customer support
Capable of integrating with a variety of ecommerce tools and platforms
Cons
Some carriers are not listed
Can be a little slow to load
A little confusing to set up
Key features
Allows you to compare rates, choose carriers, and print shipping labels from a single dashboard
Provides tracking data and analytics reports
Pricing options
2Ship offers a long list of pricing options, ranging from $10/month for up to 10 shipments/month to $449/month for up to 5,000 shipments/month.
9) Shippo: 3.9 ⭐ (44 reviews)
With Shippo, ecommerce store owners can manage orders across multiple sales channels from a single dashboard. You can:
Create discounted shipping labels and packing slips by comparing rates across shipping carriers (like USPS, UPS, FedEx, and DHL Express)
Track shipments and notify customers about the status of their order
Automatically generate labels for returned products to streamline the returns process
Pros
Easy to set up and use
Offers both flat-rate and per-shipment pricing plans
Capable of integrating with a wide range of ecommerce tools and platforms
Cons
Slow customer support
Does not provide a mobile app
UI has room for enhancements
Key features
Batch processing allows you to process multiple shipping labels with a single click
Allows you to create customized and automated shipping update notifications
Pricing options
Starter plan - $0/month and $.05/shipment
Professional plan - $10/month
Premier plan - Custom pricing available upon request
10) Essential Hub: (no G2 reviews)
Essential Hub is a shipping API designed to connect your shopping carts and warehouse technology in order to search for the best rates across shippers and automate order fulfillment processes with automation rules. Best of all, the API is customized and set up on your behalf based on a thorough analysis of your store's existing order fulfillment process.
Pros
Done-for-you implementation including an analysis of your shipments and volume
Implements rate shopping and customized automation rules
U.S.-based customer support available via phone, text, email, and video-conferencing
Integrates with 200+ ecommerce tools and platforms
Cons
Essential Hub's onboarding process is not as thorough as it probably should be
Downloading orders and addresses can only be done from an admin account
Issues with the software not printing all of the labels in a batch have been reported
Key features
Multi-carrier rate shopping for both domestic and international shipping with custom forms
Automation rules for streamlining your order fulfillment process
Pricing options
Custom pricing is available upon request
11) Shopify Shipping (no G2 reviews)
Shopify Shipping is an app that comes included with a Shopify subscription. With this app, Shopify store owners can access discounts on USPS, DHL, and UPS shipping rates, buy and print shipping labels within their Shopify store, and fulfill orders from the same dashboard used to manage products, customers, and inventory.
Shopify Shipping also simplifies the process of paying for shipping by allowing you to pay shipping costs from the same statement as your monthly Shopify subscription.
Pros
Comes included and pre-installed with a Shopify subscription
Allows you to pay for shipping costs and your Shopify subscription in a single bill
Provides a user-friendly dashboard for order fulfillment and tracking
Cons
Only available for Shopify stores
Bulk-printing labels is limited to 20 labels at a time
Can only be used to ship products to the USA or Canada
Key features
Allows you to search real-time shipping rates and discounts before printing shipping labels directly from your Shopify store
Provides detailed order fulfillment analytics
Allows you to track packages directly from your Shopify store
Pricing options
Shopify Shipping comes included with a Shopify subscription, which starts at $29/month.
With ShipStation, ecommerce store owners can import orders from over 100+ sales channels, marketplaces, ERPs, or CRMs. You can also utilize barcode scan-based workflows, bulk updates, and automated rules to streamline the order fulfillment process, compare shipping rates and print labels, and automatically provide customers with tracking numbers when their orders ship.
Pros
Easy to set up and use
Offers a wide range of integrations
Excellent reporting and analytics
Cons
Sometimes prone to technical hiccups
Live chat support is not available on the Starter plan
Accommodates international shipping but does not allow you to print international return labels
Key features
Enables you to import orders from multiple sales channels
Compares rates across shipping providers and gives you the option for bulk label printing
Streamlines the order fulfillment process via bulk updates, automation rules, and scan-based workflows
Pricing options
ShipStation offers six different pricing plans, starting at $9/month for a Starter plan that offers 50 shipments/month, and going up to an Enterprise plan that costs $159/month for up to 10,000 shipments/month
What to look for when purchasing shipping software
When comparing shipping software options, there are several important factors to consider. Some of the most valuable features to look for in software designed to assist with order management and fulfillment include:
Integrates seamlessly with your other software tools
Choosing shipping software that integrates with your online store’s other software is highly beneficial. Shipping software that integrates with your email marketing software, for example, makes it easy to send branded shipping update emails.
Similarly, software that integrates with your customer support software can make it much simpler to manage customer issues regarding order fulfillment. Most shipping software is cloud-based, and integrates with a wide variety of software. But, it’s worth the extra research to see whether they integrate with your ecommerce tech stack.
Below, we’ll share whenever a shipping tool integrates with Gorgias to save you the extra search.
Allows real-time tracking of customer orders
The ability to track orders in real-time is one of the most important capabilities to look for in shipping software. Real-time order tracking allows you to better manage the order fulfillment process on your end and provides your customers with timely shipping updates.
If you would like to create a shipping process that will help ensure a positive customer experience then real-time order tracking is a great place to start.
However, you don’t need . If you use Gorgias, Automate lets customers track orders within your chat widget and Help Center — no shipping software needed.
Even for small businesses, filling out shipping information by hand for each product sold is often far too time-consuming to be a feasible management system. This becomes next to impossible for high-volume stores.
Thankfully, many shipping software tools allow you to choose a carrier and print shipping labels from within the platform. Some tools allow you to print return labels as well, ensuring that you never have to worry about creating shipping labels manually.
Integrates with your ecommerce platform of choice
Along with choosing shipping software that integrates with all of the other tools that your ecommerce business relies on, it is also essential to choose software that integrates well with your ecommerce platform — like Shopify, BigCommerce, WooCommerce, or Magento.
For example, the best shipping software for Magento stores isn't always going to be the best software for Shopify or eBay other ecommerce platforms. Before you purchase a shipping software solution, you want to be sure that it deeply and easily integrates with your ecommerce platform for optimum functionality.
Provides assistance with inventory management
Order fulfillment is not the only task that great shipping software can help with. With the right tools, an ecommerce business can also streamline and automate its inventory management process.
Purchasing shipping software designed to assist with inventory management means that your inventory is automatically updated each time an order is placed, helping you keep track of your available supply. This is also a helpful way to prevent products from going out of stock.
Manage your shipping and customer service with Gorgias
From helping you compare shipping rates across carriers and print shipping labels to creating branded order tracking pages, purchasing shipping software solutions can provide your online store with a number of advantages.
At Gorgias, we recognize the immense value of these shipping software solutions. We have designed our comprehensive customer service platform to seamlessly integrate with a large number of popular shipping tools, making it easy for you to manage and resolve customer issues regarding order fulfillment.
Live chat is changing the game in the customer support and service world. From improving customer experience, to driving sales, to growing retention, live chat has arrived as a new, useful way to engage and support customers.
Live chat can bring a significant improvement in marketing awareness (+29%), early-stage sales development (+32%), and post-sales customer support (+39%)
Website visitors that engage with a business via live chat are worth 4.5 times more than visitors that don’t.
Average order value increases by 10% when reviewing the sales from customers who engaged in a live chat before making a purchase than those that didn’t.
So, your However, finding the best Shopify live chat app can become a nightmare when you have so many choices — 405 options, to be exact.
That’s why, as ecommerce helpdesk experts, we want to share a list of the best 14 live chat software for Shopify to help you find the app that works for your business. You’ll learn their main features, pros, cons, Shopify reviews, and pricing options — all in this post.
What the live chat apps on this list offer your business
We've already looked at several statistics showcasing the benefits of live chat for ecommerce stores. However, choosing the right live chat solutions can provide your business with features that extend beyond the base benefits of live chat customer support.
With the live chat solutions that were useful enough to make our list, you can look forward to beneficial features such as:
Artificial intelligence (AI) and machine learning tools
Live chat solutions that are powered via AI and machine learning technology allow you to automatically detect the sentiments of customers contacting you via live chat. From there, the customer is directed to the appropriate customer service channel.
For example, say that a customer contacts you regarding an order they want to cancel. In this instance, live chat solutions that feature customer intent detection will automatically trigger the cancellation and message the customer.
This process helps streamline your customer support process to both boost customer satisfaction and improve the efficiency of your support team.
Low-code or no-code setup
All of the live chat apps on our list are either low-code or no-code platforms. This means that these apps can be installed, customized, and used without any need for coding expertise or outside help from a software development service.
However, still look for some customizable features in your live chat. Your live chat tool will display on your website, so you don’t want it to clash with your colors and fonts.
Integrations with all of your other Shopify and customer service tools
Powerful integrations are essential for any Shopify app, and live chat apps are no exception. Most live chat apps will be a feature of the larger customer service platform you end up choosing. Choosing a live chat app and helpdesk that are able to integrate with all of your other Shopify and customer service tools can provide a range of benefits.
A live chat app that integrates with your email marketing tools, for instance, means that you can easily transition customer conversations from live chat to email. Integrating live chat with social media tools enables customers to contact live chat representatives via the social messaging apps that they are already most familiar with. These are just a couple of examples of how choosing live chat apps that will integrate with the other tools you happen to utilize can provide your ecommerce store with powerful capabilities.
Analytics capabilities
There are plenty of ways that you can leverage customer data to improve your company's customer service quality, but only if you are able to collect quality data and organize it in a way that makes it easy to analyze for insights.
Thankfully, all of the live chat solutions on this list feature analytics capabilities that make it simple to gather and analyze data regarding common customer issues, the performance of your customer service team, and beyond.
Automation features
Features designed to automate time-consuming customer service tasks such as creating and prioritizing customer support tickets can go a long way toward freeing up time for your customer service team. Some of the live chat solutions on our list are also able to provide canned responses to common customer questions, lowering your support team's ticket volume and further reducing their workload.
However, be careful of installing an unhelpful chatbot. Watch the following video to understand why we prefer self-service features in the chat widget over chatbots alone:
1) Gorgias Live Chat: 4.4 ⭐ (541 reviews)
Gorgias is the best help desk ticketing system for eCommerce merchants. It provides you with all the features you need to create an incredible customer support experience, improve team performance, and increase sales.
One of Gorgias’ most noticeable features is its tight integration with eCommerce platforms, including Shopify, Magento, and BigCommerce. Hence, Gorgias can pull relevant data like order tracking numbers, last order details, loyalty points, etc., from your Shopify dashboard and put it right in front of you.
Another exciting feature of Gorgias live chat is chat campaigns, which allow you to prompt chat messages on specific pages of your website. This way, you can quickly start conversations and guide specific visitors through the checkout process.
If you’re running a Shopify store, you can be sure Gorgias will integrate well with your website. It’s quick to install, easy to use, and affordable for eCommerce business owners.
Pricing: Basic plans start at $10/mo. A 7-day free trial is available.
Main features:
Support omni channel communication, i.e., email, live chat, phone, and social media
See full live chat and message history with a specific customer across different channels in one view
Support for multiple stores
Chat in real-time with customers currently on your store
Respond in one click using pre-made templates
See which pages customers are on and their purchase history
Trigger live chat and popup form on important pages like checkout page
Perform actions like rewarding loyalty points without leaving the chat
Set up automated responses and bot for common tickets like “Where’s my order?”
Pros:
Clean and intuitive user interface
Offer affordable pricing plans
Deep integration with Shopify and Shopify Plus
Support many powerful live chat features
Fantastic customer support team
Cons:
No free plan
Who is this for?
As an all-in-one customer service solution for Shopify store owners, Gorgias is an excellent option for anyone who is looking for a comprehensive ecommerce customer service solution. Gorgias’ features include fast-loading live chat widgets in addition to a number of other powerful customer service features.
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2) Zendesk Chat: 3.6 ⭐ (151 reviews)
Developed by Zendesk, Zendesk Chat is a live chat app for Shopify stores. It allows you to communicate with customers over your Shopify storefront, mobile apps, and popular messaging apps like Facebook Messenger, Twitter, and Line.
If you’re a Zendesk customer using the Team plan or above, you can use Zendesk Chat for free.
Pricing: Starting from $49 per agent per month. A 14-day free trial is available.
Key features:
Send targeted and behavior-based messages to customers
Use pre-chat and offline forms to collect customer information
Support chat ratings to gather customer feedback
Share files like screenshots, product guides, or GIF images with customers
Pros:
It’s a good choice if you're using Zendesk Support Suite
Support all essential features of a typical live chat app
Cons:
Non-user-friendly interface and steep learning curve for beginners
Expensive pricing plans for Shopify store owners
Bad customer support team
A lot of technical errors when installing and using the app
Not suitable for eCommerce businesses
Who is this for?
As an expensive and often difficult-to-use solution, Zendesk Chat is really best suited for those who are already familiar with Zendesk Support Suite. Nevertheless, Zendesk Chat does provide a lot of impressive features for those who can stomach its price tag and learning curve.
3) Pure Chat: No official Shopify app store listing
Another top live chat app for Shopify in this list is Pure Chat. This app focuses solely on live chat, which means that if you want to manage customer requests across channels, from live chat to email and social media, you’ll have to switch to another app like Gorgias.
Pure Chat currently supports two plans: Growth and Pro. The Pro plan offers you unlimited websites, 10 agents, up to 1,000 SMS notifications, and Pure Chat branding removal. You can’t install Pure Chat from the Shopify app store, but you can install it from Pure Chat’s website.
Pricing: Starting from $49 per month. A 30-day free trial is available.
Key features:
Unlimited chats
Advanced widget customization
Security roles like admin, power users, and operators
Canned responses
Chat notifications
File transfer
Real-time analytics
Pros:
All features are the same in both Growth and Pro plans
Extensive integrations
Allows you to customize the look and feel of the chat widget
Cons:
Technical errors occur when installing the app
Who is this for?
Pure Chat focuses only on live chat directly from your ecommerce website. This makes it an optimal choice for ecommerce store owners who aren't interested in offering live chat support via any other messaging platforms.
4) Takw.to Live Chat: 4.4 ⭐ (229 reviews)
Tawk.to Live Chat is an agent-centric chat application for Shopify stores. The best thing about this app is it’s 100% free — there’s no limit to the number of agents, chat volumes, or sites you can add widgets to.
Pricing: Free.
Key features:
Video and voice
Agent messaging, screen sharing
Desktop notifications
1880+ emoji
JavaScript API
Unlimited history
Fire transfer
Report and analytics
Pros:
Support 27 languages
Easy to set up, free forever, and secure
Available on web browser, desktop, macOS, iOS, and Android
Cons:
Too many features cause the app not to be user-friendly
Need to pay a small fee to remove the “Powered by Tawk.to” branding
The customer support team isn’t always responsive
Who is this for?
For an app that is completely free to install and use, Tawk.to Live Chat is a highly effective live chat solution. This makes it an ideal option for store owners who want to try out the benefits of live chat before they make an investment in a more capable live chat app.
5) PingMe Facebook Messenger Live Chat: 4.9 ⭐ (427 reviews)
If you currently support your customers through Facebook Messenger, you may want to install PingMe Live Chat for your store. This app allows you to connect your Shopify store with your Facebook page, and then a Facebook Messenger icon will appear on your website.
Pricing: $9.99 per month. A free plan is available.
Key features:
Add a live chat button to your website to chat directly with customers
Schedule the working time to enable or disable live chat
Leave an offline message to get back later when your customer supports are unavailable
Connect to your Facebook page and live chat through Facebook messages
Pros:
Simple and easy to use
The pricing plan is affordable for eCommerce merchants
Cons:
The chat function sometimes doesn’t work
Errors happen when trying to connect the app with Facebook page
Not an ideal choice if you need a professional live chat app
Who is this for?
Thanks to its powerful plugin with Facebook and Facebook Messenger, PingMe Live Chat is an ideal choice for anyone who wants to start leveraging Facebook as a customer support channel.
6) Chatra Live Chat: 4.8 ⭐ (638 reviews)
Chatra Live Chat claims to help you “sell more, answer questions, and alleviate concerns to help visitors place an order.” It also allows you to see a shopper's cart contents in real-time to identify the most valuable customers and provide tailored assistance.
Pricing: Starting from $17 per month. A free plan is available.
Key features:
Contact customers stuck on the checkout
See who’s on your website, where they’re from, and what they have in their cart
Answer chat messages sent by Facebook users to your store’s page directly from the app
Create group chats with other agents
Save previous conversation history
Correct answers after sending the chat message
Pros:
Support a free forever plan
Provide useful live chat features like typos correction and group chats
Cons:
Most advanced features aren’t available in the free plan
Lack of customization options
Who is this for?
If you would like to leverage live chat specifically for contacting customers pre-purchase in order to boost conversions, then Chatra Live Chat is an option to consider.
7) Reamaze Live Chat: 4.7 ⭐ (212 reviews)
Reamaze is a helpdesk, live chat, ticketing, chatbot, and FAQ for small, medium, and enterprise businesses. It allows you to handle support tickets across channels, including emails, live chat, Facebook pages, Messenger, Twitter, Instagram, SMS, VOIP, and WhatsApp.
Reamaze Live Chat aims to help you support customers faster by chatting with them in real-time. It offers many features that are similar to Gorgias’ and other live chat apps.
Pricing: Starting from $29 per month. A 14-day free trial is available.
Key features:
Support multiple stores
Send products to customers in chat
Support rules and automation to streamline workflow
Allow to build chatbots to help, guide, and sell to customers
Offer Live Chat and Bots to automatically engage specific types of customers
Pros:
Flexible pricing, no contract
Cons:
The user interface is a bit outdated and not user-friendly
Macros and rules need improvement
Who is this for?
Re:maze Live Chat is a well-rounded live chat solution that offers just about everything you might need to start offering live chat support across a variety of channels. This makes it an excellent app for ecommerce stores of all sizes.
8) Tidio Live Chat: 4.8 ⭐ (1,549 reviews)
With approximately 1,014 reviews, Tidio Live Chat is currently the highest-rated live chat app on the Shopify App Store. Tidio merges live chat, bots, and marketing automation to provide you with a comprehensive live chat app.
Pricing: Starting from $39 a month. A free plan is available.
Free to design the live chat widget the way you want
Customize the live chat to match with your brand
Monitor results and automate chats with AI
Pros:
Clean and modern user interface
Many automation and bot templates
Multiple languages supported
Rich widget customization options
Cons:
Not tight integration with Shopify and other ecommerce platforms
Pricing plans are a bit high for Shopify merchants
Who is this for?
Tidio Live Chat is a top choice for ecommerce store owners who are looking for a live chat solution that offers plenty of automations for both customer support and marketing.
9) LiveChat: 5.0 ⭐ (98 reviews)
LiveChat is a messaging app that offers many unique features for its live chat service. It can integrate with most customer relationship management (CRM) like Zendesk and website platforms like Shopify.
Pricing: Starting from $16 per month. A 14-day free trial is available.
Key features:
See a real-time view of a customer’s cart
Send product recommendations known as Product Cards right in the live chat widget
Get more detailed customer information with Customer Insight
Support more than 170 integrations
Provide in-depth analytics, multi-channel capabilities, and data security
Pros:
Chat window loads fast and is easy to use
Clean and well-designed user interface
Cons:
Not optimized for Shopify since LiveChat is also a CRM
Who is this for?
As a CRM platform first and foremost, LiveChat is an excellent choice for ecommerce store owners looking for an app that offers CRM solutions in addition to live chat capabilities.
10) JivoChat Live Chat: 4.4 ⭐ (105 reviews)
JivoChat is an all-in-one business messenger that teams use to talk to customers everywhere: live chat, phone, email, and social. The app also includes a built-in CRM allowing you to follow up and convert leads into actual sales.
Pricing: Free or starting from $8 per agent per month. A 14-day free trial is available.
Key features:
Track visitors and chat with them in real-time
See the message that visitors are typing before they hit send
Support canned responses
Transfer and invite agents to join the open chats with customers
Pros:
A forever free basic plan is supported
Prices are affordable for Shopify merchants
Cons:
Doesn’t support rules and automation
Not integrated deeply with Shopify
Who is this for?
If you are looking for an app that will make it easy to connect with customers via live chat, phone, email, or social then JivoChat Live Chat is worth considering. However, this app's lack of automation features means that it isn’t as effective in regards to streamlining your customer support as apps such as Gorgias.
11) Shopify Inbox: 4.5 ⭐ (1,499 reviews)
Shopify Inbox is Shopify’s native live chat function that allows you to have real-time conversations with customers visiting your Shopify store. It’s an extension to the messaging capabilities already available within Shopify Ping.
Note that all your chats are managed in Shopify Ping. Shopify also asks your customers to provide a phone number or email address in order to start a chat with you. Their information will be added to your Customer list in Shopify or matched to an existing customer.
Pricing: Free
Key features:
Add and customize a chat button on your online store
Respond to customers in real-time while they’re at your store
Recommend products and share promotional offers in chat
Capture customer’s contact information
Track Shopify sales using your sales channel overview and Analytics pages
Pros:
Clean and intuitive interface
Free forever
Cons:
A bit complicated for beginners to install the app
To use Shopify Chat, you must use Shopify Ping on your desktop (shopifyping.com) or install it on an iOS, iPad, or Android device to receive and respond to messages.
Who is this for?
Shopify Chat is a worthy option for Shopify store owners who are searching for a free live chat solution that integrates deeply with Shopify.
12) Facebook Chat Box by Autoketing: 4.6 ⭐(489 reviews)
Apart from PingMe Live Chat, you can use Facebook Chat Box by Autoketing to connect with customers through Facebook Messenger.
Pricing: Free.
Key features:
Send messages to your Facebook page through Messenger
Show a popup with a discount code to encourage customers to join your email list
Send a friendly reminder message to abandoned customers
Show detailed notifications about the order status
Create automated marketing campaigns through Messenger
Pros:
Free forever
Simple and easy to use
Cons:
Can’t control when the chat box pops up
Lack of customization options, rules, and automation
Who is this for?
Anyone looking for a free and easy-to-use solution for leveraging Facebook Messenger as a customer support and marketing avenue would do well to consider Facebook Chat Box by Autoketing.
13) Formilla Live Chat: 5.0 ⭐ (40 reviews)
Formilla Live Chat offers free live chat and premium services for your Shopify store. You can use this app to chat with your visitors live if they have any questions or need support from your store.
Pricing: Starting from $17.49 per month. A 15-day free trial is available.
Key features:
See the number of active visitors on your website and start live chats with them. View each visitor’s page URL, referring site, new users vs. returning, and more.
Support a Helper Bot to automatically respond to common questions at any time
Customize the text of the live chat buttons, chat forms, and offline email forms
Enable proactive chat to trigger live chat automatically with a visitor after a defined number of seconds
Support file sharing, email messaging, desktop notifications, custom banners, and other style options
Pros:
Easy and simple to use
Fast connect with customers
Cons:
Many features are available at higher plans
Lack of rules and automation
Who is this for?
Formilla Live Chat is a solid solution for store owners who want to connect with customers while they are browsing the store. A lack of rules and automation features, though, means that this live chat app isn't quite as capable as some of the other options on our list.
14) eDesk Live Chat: 4.8 ⭐ (30 reviews)
eDesk is a comprehensive customer helpdesk designed for ecommerce. It helps you create a positive experience for customers across your marketing channels: email, live chat, social media, and online store.
Pricing: Starting from $69 per month per agent. A 14-day free trial is available.
Key features:
Respond faster with snippets and templates
Built-in autoresponder
Instantly respond with live chat
Pros:
Good customer service team
Clean and intuitive user interface
Cons:
Pricing plans are steep for Shopify merchants
Not optimized for ecommerce
Lack of essential live chat features
Who is this for?
If you would like to offer live chat support across multiple channels from a single platform, eDesk Live Chat is an excellent app to consider.
Benefits of a live chat app for Shopify
Choosing a powerful live chat app for your Shopify store is something that can offer a variety of different benefits. Here are some of the most significant benefits of incorporating a live chat app into your Shopify store:
Increases conversions and customer retention
Live chat apps allow you to contact customers while they are still shopping for products. This allows you to answer any questions or objections that might be preventing customers from making a purchase, provide product recommendations, upsell customers, and walk customers through the checkout process — all of which can help you improve your store's conversion rate.
By enabling you to resolve customer issues in a way that is as swift and convenient as possible, live chat can help you to boost your customer retention rates as well.
Live chat customer support can reduce customer frustration by eliminating the need for extended, back and forth conversations via email. This lets your support team resolve issues in one session rather than dragging them out into email threads that take several days to resolve.
Cut the response and handle times
According to data from SuperOffice, 46% of customers expect companies to respond to customer service inquiries in four hours or less, while 12% of customers expect a response in fifteen minutes or less.
By enabling customers to instantly connect with a customer support agent and eliminating the need for extended back and forth conversations, live chat customer support can reduce both your average initial response time and average resolution time. This helps you meet customer expectations regarding customer service that are growing more demanding by the day.
Personalizes and humanizes the customer experience
Communicating with a customer support agent in real-time via live chat personalizes the customer support experience much more than communicating with customers via email. Logically, customers are aware that they are communicating with another human being in both cases. The real-time conversations that live chat apps allow feel much more personal than email conversations, making customers more likely to walk away satisfied with the support that you provide.
Which Shopify app do you choose?
In an ideal world, there would be a Shopify live chat app that works for all stores.
But on the planet Earth, there’s no one-size-fits-all app for live chat software. As one of the most important customer service tools, it’s worth spending some time on before making a decision.
Our advice for you is to try a couple of apps above and check if they offer what you need. Your chosen live chat app should be the one that helps you increase customer satisfaction, make your team members’ job easier, and boost your bottom line.
In case you want a customer support tool solely focused on ecommerce, we recommend you give Gorgias a try. This is the ultimate solution that can bring your customer experience to a whole new level.