Manual QA is time-consuming and inconsistent. Reviewing conversations manually makes it difficult to ensure uniform quality across agents and touchpoints.
Automating QA saves time and improves accuracy. Automation ensures all tickets are reviewed with the same quality, freeing up agent time to create stronger customer connections.
QA helps teams continuously improve. It enables better agent training and brings forth actionable feedback to exceed customer expectations.
Implement QA one step at a time. Begin by setting KPIs, introducing small changes, and investing in automation tools to streamline and measure success effectively.
“A 5-point scale only tells you and your agents so much, and relying on consumers providing feedback further limits what you’re able to look at and learn from,” says Kayla Oberlin, Senior Manager of Customer Experience at amika.
Quality Assurance (QA) is becoming a more crucial component of a customer experience strategy, especially one that prioritizes customer happiness.
We’ll cover the importance of customer service QA, best practices, tools, and tips to implement QA effectively.
In the CX context, QA (Quality Assurance) refers to reviewing customer conversations to improve your support team’s performance and enhance customer satisfaction. QA ensures a consistent and satisfying customer journey across touchpoints, including your website, support channels, and social media.
Common QA pain points for CX teams
Aside from accuracy issues, a manual quality assurance process is:
Time-consuming: Manual conversation reviews are slow and labor-intensive.
Limited visibility: It’s difficult to get a clear, scalable view of team and AI performance.
Inconsistent: Maintaining uniform quality across customer service teams can be tough.
Resource allocation: Difficulty in ensuring the right skills, training, and resources are in place.
CSAT limitations: Negative scores often reflect policies, not agent performance.
The solution isn’t for CX teams to skip the QA process altogether but to automate it.
According to research from McKinsey, “A largely automated QA process could achieve more than 90 percent accuracy — compared to 70 to 80 percent accuracy through manual scoring — and savings of more than 50 percent in QA costs.”
With an automated QA process, brands can:
Save time: Automated quality checks help support agents to focus on the most critical tickets.
Ensure consistency: Both human agents and AI agents are evaluated with a unified, comprehensive QA score.
Boost performance: Agents receive targeted coaching to provide more consistent customer experiences.
Meet customer expectations: Customers benefit from higher-quality support with quicker resolutions and accurate responses.
Why QA is critical for customer experience
According to Statista, 94% of customers are more likely to purchase again after receiving top-notch support. Quality assurance ensures that every customer gets the same experience, and provides agents with the feedback to learn and stay on-brand with each resolution.
Addressing errors early is important, as even small mistakes can harm customer trust and create lasting negative impressions. QA tools can prevent mistakes because of better coaching and training. This can stop misinformation in its tracks –– and from escalating into bigger problems down the line.
Ensure consistency
QA makes sure that all customer touchpoints, like calls, emails, live chat, and even AI responses, are handled with the same level of care. This is especially helpful when training new team members, introducing new products or policies, or during high-traffic periods.
Build trust
Consistent and reliable experiences build customer trust and loyalty. If you were to reach out to a brand and have an amazing experience the first time but a bad experience the next, you’d probably question which experience was the norm.
Top-notch experiences that happen time and time again tell your customers that you’ll always be there to help. This can boost repeat sales and even referrals: According to Statista, 82% of customers recommend a brand after a great experience.
Personalize experiences
Aside from increasing happiness and making customers feel heard and appreciated, personalized support also affects your bottom line. Statista notes that 80% of businesses found that providing personalized customer experiences led to increased spending for consumers.
Aids in better coaching and training
With QA, teams are able to rate and review all tickets instead of spot-checking. This provides them with a:
Quicker turnaround on coaching opportunities
Wider volume of tickets they can review, learn from, and use for training
Better understanding of when a Macro or a process is leading to incomplete or unhelpful conversations
Bigger opportunity for constructive feedback and flow improvements that are based on real responses and not frustrations with brand policies
Continuously improve
Whether it’s lowering resolution times, introducing a knowledge base, or adding an AI agent to your team, making continuous improvements will help you stay ahead of the competition.
Implementing a QA program (especially if you can automate it) is one of those additions that provides you with the refinements you need on a resolution-to-resolution level.
As you set out to integrate a Quality Assurance process into your CX program, first establish benchmarks for various metrics and KPIs. These benchmarks help track and evaluate the performance of QA as you implement it.
💡Tip: If you use Gorgias, you’ll find your current support performance statistics in the Statistics menu. Make sure that you can see back at least six months. Then, compare an equal time frame for post-QA implementation.
Monitor and evaluate regularly
While it might sound a bit “meta” to monitor your quality assurance (which is already monitoring your support responses), it’s still worth noting.
Ensure that your QA process works smoothly, helps your metrics rather than hurts them, and provides actual helpful feedback to your agents.
Implement automation tools
The simplest way to maintain your support quality standards is to use an automated QA tool. Automating the QA process lets CX teams get deeper insights into agent strengths and areas for improvement, and captures deeper insights than a CSAT score could.
Collect customer feedback
Understanding how customers feel will allow you to fine-tune your processes and ensure you’re delivering a consistent and high-quality experience. Here are a few ways to collect feedback:
Surveys and reviews - Post-interaction surveys or direct reviews provide real-time feedback on what customers think of their experience.
Social listening and real-time feedback - Monitoring online reviews, social media mentions, and customer comments offers insight into how your customers are feeling that might not be captured through formal surveys.
Challenges of adding QA
Lack of resources, ineffective training, poor communication between team members, not having the right tools, and doing everything manually are some of the challenges you can encounter when adding a QA process.
Here are a couple of solutions we recommend:
Start with phased rollouts. Rather than rolling out a QA process across your whole team, let more seasoned agents experiment with it first to give you feedback and make tweaks.
Make incremental improvements. Changing an entire CX process at once to include QA can be overwhelming. We recommend making small changes (like starting to send CSAT surveys if you don’t already) one at a time. These changes will allow you to better measure what’s really working.
Invest in better technology. A manual QA process can be more time-consuming than helpful. Look for an automated QA tool that’s already integrated into your helpdesk. It will allow you to measure AI and agent responses equally, while also measuring results from a handy dashboard.
By prioritizing QA, your team can identify potential problems early, reduce errors, and improve overall performance, leading to a smoother, more reliable experience for customers –– and your CX team.
In the long run, brands that focus on QA can gain a competitive edge, building stronger relationships with customers and driving sustainable growth. Book a demo now.
AI Agent reduces workload and prevents burnout for CX teams. It handles routine queries and allows your human agents to focus on providing a higher level of service where it's needed most.
AI Agent is secure and compliant with industry standards. Gorgias uses a zero data retention policy and follows strict security regulations, including SOC 2 Type II certification.
AI Agent delivers personalized, on-brand responses. Custom Guidance and data from sources like Shopify allow AI Agent to maintain brand consistency while providing tailored customer interactions.
Real-world success stories show tangible results with AI Agent. Brands like Psycho Bunny and Baby Gold have seen significant improvements in response times and resolution rates by implementing AI Agent.
AI changes the way CX teams operate. But we firmly believe that it’s a good thing.
It will help you improve your team’s workload, say goodbye to burnout, and create a more consistent and speedy experience for your customers.
Here’s the process we recommend for pitching Gorgias’s AI Agent to your boss, complete with an FAQ section for quick answers.
Gorgias views AI as an extension of CX teams, and that’s how many of our customers see AI Agent as well. Baby Gold calls theirs Michelle, Psycho Bunny calls theirs Lisa.
These autonomous agents allow your human agents to focus on more complex and nuanced issues, providing a higher level of service where your customers need it most.
Here are some other things that make AI Agent a great addition to your team:
⏰ 24/7 availability: AI Agent operates around the clock, ensuring that customer inquiries are addressed promptly at any time, including weekends and holidays.
🏔️ Scalability: AI Agent can handle a high volume of inquiries simultaneously without any decrease in performance. This scalability is particularly valuable during peak times like BFCM.
🚀 Efficiency and speed: AI Agent can process and respond to queries much faster than human agents, leading to quicker resolutions and improved customer satisfaction.
🦎Adaptability: AI Agent can quickly adapt to new information, products, or changes in policies immediately – all you have to do is add them to your knowledge docs and to the Guidance you set.
🦾 Full control: You stay in full control of how AI Agent behaves in specific scenarios. Give AI Agent custom Guidance to ensure that each interaction with your customers reflects your brand’s values, policies and tone.
AI Agent provides consistent, accurate, and on-brand responses based on the information in your Help Center, Shopify order data, Macros, handover instructions, and the actual custom Guidance you set for it.
It might just surprise you with just how specialized it can get.
“Sometimes agents forget personal details to call out when communicating with our customers, like birthdays or weddings,” says Sindi Melgar, the Customer Service Manager at Baby Gold.
“But I noticed on a few different occasions where AI Agent (ours is named Michelle) is highlighting these things and is saying, ‘Congratulations on your wedding!’ Just the tone of voice that Michelle is able to adopt is definitely on brand for us.”
Ensure certain topics are handed over or excluded
When you set up AI Agent, you’ll also let it know the types of topics you’d like it not to answer.
AI Agent automatically hands over tickets to your team whenever it lacks confidence in an answer or detects an angry customer.
But you can also use handover rules to choose how AI Agent behaves when it passes tickets to your human team, and add specific topics that it should always hand over to your team.
AI Agent uses your Shopify order data, Macros, your brand’s webpages, as well as your Help Center to give your customers accurate and on-brand responses. It also prioritizes any Guidance that you set.
We wouldn’t expect you to onboard a new tool without some actual statistics and reviews. Below, browse three success stories and the fantastic metrics that AI Agent helped their teams achieve.
After just one month of implementing AI Agent, the team at VESSEL not only increased the number of emails automated via AI Agent by 20%, but reduced first response time to 58 seconds and saw their resolution time decrease to one minute and six seconds.
WhenBaby Gold implemented AI Agent, they achieved a 49-second first response time, a one-minute and four-second resolution time, and answered 1,361 tickets. They also quadrupled their email automation rate.
Psycho Bunny saw a 99.8% faster first response time, 99.4% faster resolution time, and 26% of tickets resolved by AI Agent.
“Our customer support KPIs are already fantastic: we're already leading in the industry,” said Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny.
“To improve on that, we need AI — it’s not physically or financially possible with human agents alone.”
Set expectations
AI Agent isn’t going to find lost packages, pick up the phone, or fix damaged products. While this might seem obvious, it’s important to understand AI Agent’s core capabilities, as we want this to be an exciting and useful addition to your team.
“AI Agent does a great job of efficiently handling returns and exchanges, and split shipment tracking info,” shares Tosha Moyer. “The overall tone is good and some of its responses are really excellent.”
Below, find the top use cases for AI Agent, as well as the specific actions you can configure for it within Gorgias.
The specific actions you currently can configure for AI Agent include:
Cancel an order in Shopify
Edit a shipping address in Shopify
Send Loop Returns portal deep link
Send return shipping status from Loop Returns
Cancel a subscription in Recharge
With more to come! And to quiet any worries, it’s worth mentioning that AI Agent will not perform any actions without you configuring or activating them first.
Enhance your brand reputation and build trust
Offering fast, accurate, and 24/7 support can significantly enhance your brand reputation and build customer trust, which can translate into higher customer loyalty and increased revenue.
AI Agent adapts to your brand's unique tone of voice. Choose from three default voice options (Friendly, Professional, and Sophisticated), or create countless types of tone with the Custom option.
Aligning AI with your brand voice builds consistency. A consistent tone in customer interactions helps build trust and brand loyalty.
Specify what AI Agent can and can’t say. Like your human agents, tell AI Agent your brand do’s and don’ts. From going all out with fun and emoji-filled replies to avoiding certain words, use custom instructions to make AI Agent sound distinctly on-brand.
People are only able to identify AI-generated content 46.9% of the time. That’s less than half the time!
In the ecommerce customer service industry, this is just one reason teams are getting more comfortable with using AI.
Better language processing abilities mean AI can be a better extension of CX teams, relieving agents of repetitive questions, like where is my order?, while speaking in a way that’s familiar and delightful to customers.
Upholding a strong brand voice should be one of your top priorities in CX. With Gorgias’s AI Agent, you can choose AI Agent’s exact tone of voice, from sophisticated to fun. Below, check out seven AI Agent brand voice examples from real customer conversations.
“We’ve had customers respond to the AI thinking they were speaking to a real person. That’s how elevated the response was from AI.”
Tone of Voice refers to how AI Agent communicates with your customers. In Gorgias, you can select from three pre-built tone options:
Friendly
Professional
Sophisticated
Or, you can create a custom tone, keeping your brand guidelines, style guide, and target audience in mind.
Note: AI Agent and Tone of Voice are only available to Gorgias Automate subscribers.
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7 Tone of Voice Examples for AI Agent to Match Your Brand's Style
Explore how effectively AI Agent adapts to seven distinct tones in the examples below. First, we’ll show you what a preset AI Agent tone option sounds like, then we’ll move on to six examples using custom instructions.
Feel free to copy and paste our provided instructions to set up your AI Agent with the custom tone of your choice, or, even better, take some inspiration to create your own.
1. Friendly
A friendly AI Agent is the go-to for most CX teams. A Friendly tone of voice is outgoing and welcomes inquiries with enthusiasm. If you were to imagine the model support agent, they would speak like this.
The Friendly tone of voice is available by default in AI Agent’s settings.
How it looks in action
Here’s how an AI Agent with a Friendly tone of voice responds to a customer asking for samples and coupons:
2. Direct and brief
Now, we move away from AI Agent’s default Tone of Voice options and toward the vast possibilities of the Custom option.
If you prefer your AI Agent get to the point in as few words as possible, create a Custom tone of voice that breaks up text into separate lines, limits paragraphs to two to three sentences, and keeps responses short.
💡 Tip: Access a custom tone of voice by going to Automate > AI Agent > Settings > Tone of Voice > Custom. A text field will appear where you can write your instructions.
Tone of voice instructions:
Acknowledge the customer's feelings by briefly repeating their initial concern(s). Break text up, don’t send entire paragraphs, and keep responses short and easy to read. Keep interactions brief but filled with empathy. We are not long-winded. Keep an informative tone while remaining professional, clear, and easy for customers to follow. Insert links where needed. Don't use too many adjectives when expressing empathy. Never tell the customer to email support or contact our customer service team.
How it looks in action
Here’s how an AI Agent with a direct and brief tone of voice responds to a customer who wants to cancel their order:
3. Fun (with lots of emojis! 🤗)
Who says support agents can’t have personality? Bring some fun into your conversations by creating a custom tone of voice that allows your AI Agent to use emojis and exclamation points.
Tone of voice instructions:
Greet with first name only. Acknowledge the customer's feelings by repeating their initial concern(s). Be concise and provide shorter responses, try to keep your responses to a few sentences. Use a warm, positive, and engaging—like chatting with a helpful, considerate friend. Sign off with "Best Regards". Avoid jokes or comments related to sensitive topics. Make the customer feel like a friend. You can include approved emojis for a personal touch and exclamation points. Approved emojis to use: 💞🫶✨🥰💖🎀💓💘🥳💗💕💯 You should recognize and celebrate personal milestones mentioned by customers, making the interaction feel more personal. After the customer's initial message, there's no need to restate their issue in follow-up responses.
How it looks in action
Here’s how an AI Agent with a fun tone of voice responds to a customer asking about exchanging their damaged product:
4. Comforting
Customer support often gets a bad rep. Customers anticipate long response times and unpleasant interactions. Flip customer expectations by giving your AI Agent a calming and comforting voice that can instantly fix negative experiences.
💡 Tip: Brands in the wellness and baby industry would do well to use a comforting tone of voice for their AI Agent.
Tone of voice instructions:
Our brand embodies the role of a nurturing parent, promoting happiness, growth, and well-being while creating moments of joy and inspiration. Stay genuine and reflect childlike wonder without being overly sentimental. We maintain a positive and supportive tone, offering a safe, comforting space. Avoid admitting fault or apologizing. Be shorter in replies. Do not offer replacements. Do not give out phone numbers.
How it looks in action
Here’s how an AI Agent with a comforting tone of voice responds to a customer asking about exchanging their damaged product:
5. Bro-y
Give your AI Agent a laid-back, “we’ve got your back” vibe that feels like chatting with a buddy. This tone keeps things casual, approachable, and like you’re ready to tackle any issue together.
Tone of voice instructions:
Sound like a gym bro. Speak casually and friendly. Be eager to help. However, do not go overboard with puns or stereotypical phrases. You may use the following emojis: 🤙💪🏋️ End responses with "Stay awesome,"
How it looks in action
Here’s how an AI Agent with a bro-y tone of voice responds to a customer asking about glove sizing:
6. Punny
If your brand isn’t afraid to lean into humor and puns, this tone will definitely connect with your audience. Let your AI Agent use wit and clever wordplay to keep conversations lighthearted and customers smiling at their screens.
Tone of voice instructions:
Speak in bee and honey puns and use colorful emojis. Use at least one emoji per message. Keep your messages brief. Sign off with a different pun in every conversation. If a customer is upset or needs urgent help, avoid puns.
How it looks in action
Here’s how an AI Agent with a punny tone of voice responds to a customer asking about suit sizes:
7. Bonus: Robotic
In all of our examples, AI Agent responses can easily be mistaken for one of your human agents. But if, for any reason, you want to change that by making your AI Agent sound robotic — it’s possible.
Tone of voice instructions:
Sound like a robot. Make robot sounds and puns. Use short, direct, and easy-to-read sentences.
How it looks in action
Here’s how an AI Agent with a robotic tone of voice responds to a customer asking about exchanging their damaged product:
Say it how you want with AI Agent
Like a chameleon, AI Agent adapts to your brand voice. Whether it’s friendly, professional, or a custom tone, you can be sure that every interaction aligns with your brand’s identity.
With AI Agent on your side, you have the power to make each conversation feel authentic. Take it from Psycho Bunny’s Senior Customer Experience Manager Tosha Moyer who says, “The overall tone is good, and its responses are really excellent.”
Ready to see AI Agent’s excellence for yourself?Book a demo and discover how AI Agent can be a permanent part of your team.
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To effectively harness TikTok Shop, however, brands with high-volume sales need to understand the specific challenges they will face when launching on the social platform.
Many of these are operational, like maintaining an accurate inventory list between platforms, supporting customers efficiently, and fulfilling a large number of orders.
When used together, AfterShip Feed and Gorgias can help you overcome these operational hurdles and start selling on TikTok Shop sooner.
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Streamline order management & customer support on TikTok Shop
TikTok Shop is the commerce-enabled side of TikTok, where brands and creators can list their products for sale. Shoppers then make a purchase through shoppable (in-feed) videos, live shopping, or product showcases. The app aims to provide a “frictionless checkout experience,” enabling shoppers to engage with their favorite accounts and add-to-cart in a flash.
While setting up a TikTok Shop is relatively simple, if you already run an ecommerce store that does a high volume of sales, adding TikTok Shop as an additional channel will be a little more complex. Thankfully, tools like AfterShip Feed and Gorgias can help you solve many operational issues and provide the same best-in-class customer experience on TikTok Shop as you do on your other channels..
Here’s a highlight reel on how you can implement both tools to improve efficiency and customer satisfaction, tackling issues like fulfillment or customer support inquiries from the same customers on different channels.
Centralize customer support with Gorgias
800+ Gorgias customers currently use the TikTok Shop integration. It’s quick and easy to connect. With it, you can:
Coordinating customer support across different channels can be a pain. With Gorgias, however, you’ll be able to manage inquiries more efficiently and handle all shoppers’ messages by responding to TikTok Shop inquiries directly from Gorgias using text, images, and videos.
Additionally, you can address order-related issues and manage cancellations, returns, and refunds from TikTok Shop in the same Gorgias dashboard you use for your existing channels.
Automate ticket creation
Leverage Gorgias’s automated ticket creation to reduce First Response Time (FRT) and ensure that you don’t miss a single customer inquiry from TikTok Shop. Save time by handling repetitive tasks (like order status updates) with automation.
Enhance customers’ experience
Enabling the Gorgias TikTok Shop integration will allow you to maintain better control over communication and provide a consistent customer experience. Customers shopping via TikTok Shop will benefit from quicker responses, improving overall satisfaction and boosting brand loyalty.
Simplify operations with AfterShip Feed
AfterShip Feed is a reliable TikTok Shop management tool with 1,800 customers. It auto-syncs products, inventory, and orders between TikTok Shop and ecommerce platforms.
AfterShip Feed makes listing high volumes of products on TikTok Shop easier through bulk uploads and editing, enabling you to update up to 10,000 SKUs at once.
It uses AI to add key product details and keep your product listings accurate and consistent. Tools like category templates and product ID generation make it even easier to list your full catalog.
Safeguard your revenue
AfterShip Feed has several features that will help you avoid lost revenue, especially during busy times like BFCM.
Inventory threshold
Inventory threshold helps you determine the minimum amount of inventory you need to have on hand to avoid selling out or buying too much. You can also set a fixed amount of inventory aside for TikTok Shop.
Price rules
Price rules help you set the ideal prices for each item you sell to protect your profit margins.
Fulfillment hold
A fulfillment hold stops an order at the fulfillment stage to ensure sufficient funds on the customer side, sufficient stock on yours—or to solve another issue behind the scenes. TikTok Shop has a standard 1-hour fulfillment hold, which can cause issues with inventory syncing on your main ecommerce platform.
Streamline order management
AfterShip Feed supports multiple fulfillment methods and integrates with many returns solutions. Sync orders from TikTok Shop with your existing fulfillment systems, ensuring timely and accurate deliveries. You can sync up to 24,000 orders to Shopify per hour.
Other features include order ID, shipping method, and product-SKU mapping.
Which are the top-grossing TikTok Shop industries?
Two industries in particular see massive sales from TikTok Shop: beauty and personal care, and womenswear and underwear. According to a 2024 report from Statista, the beauty category saw over 370 million sales and women’s fashion 284 million sales in 2023.
The beauty category alone has generated almost $2.5 billion in GMV, while the womenswear category has seen $1.39 billion.
If your brand belongs to one of these categories, including Gorgias and AfterShip Feed in your TikTok Shop toolkit could be a great fit for you.
Gorgias and AfterShip create better experiences
Pairing Gorgias and AfterShip Feed will help you deliver a fantastic customer experience and grow your business on TikTok Shop.
Prepare for Black Friday-Cyber Monday with our ultimate BFCM guide for ecommerce brands.
By Halee Sommer
0 min read . By Halee Sommer
Black Friday is the strongest revenue-generating day of the year for retailers, with $9.8 billion in sales reported in 2023, according to a report by Adobe. For online merchants, the revenue potential is even sweeter, with the online shopping period extended into Cyber Monday.
But, it takes a coordinated effort by customer support, sales, and marketing to encourage a shopper to click “checkout.” Without a solid ecommerce strategy, many online retailers will miss out on the Black Friday - Cyber Monday rush.
Whether you’re looking to optimize your existing strategy or starting from scratch, we’ve got you covered. This guide will help you make the most out of your BFCM ecommerce strategy with a clear list of steps (in chronological order) to help you prepare.
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What is Black Friday - Cyber Monday?
Black Friday - Cyber Monday — also referred to as BFCM — are two back-to-back sales days that bring in a ton of revenue for both in-store and ecommerce retailers in the US. The Black Friday - Cyber Monday shopping window also kick-starts holiday shopping from Thanksgiving day through the new year.
Why you need to prepare for BFCM now
BFCM isn’t just about one big day of revenue generation. It’s a crucial period for online retailers to capture new customers and convince them to keep shopping through the end of the year and beyond.
In-person BFCM experiences are out, and ecommerce is in
Shopper sentiment is shifting away from physical experiences. Online transactions are up by 13% year-over-year, according to research from Criteo. So, you probably won’t see consumers camping out in front of physical stores on Black Friday, but those same shoppers still want to find an excellent ecommerce deal.
Consumers are eager to spend despite concerns about inflation
After BFCM in 2023, research from Nielsen found the desire for a good deal caused 57% of shoppers to stay on budget and 18% of shoppers to spend more than they planned in the year prior.
Brand familiarity matters
Shoppers, Gen Z in particular, are more likely to make a purchase with a brand they’re familiar with. So, ensure your marketing tactics are firing well before BFCM will help folks get to know you before the holiday sales season starts.
Get proactive rather than reactive
When you make a plan early, you give your business more time to craft a great marketing campaign. Plus, you give your team time to figure out how to manage customer service on Black Friday for these high-traffic days.
Considering Black Friday - Cyber Monday is the busiest ecommerce sales event of the year, prepare as early as possible to get a leg-up and stay on top of Black Friday trends.
Pre-Black Friday preparation: What to do before the holiday
Preparing for Black Friday — and building a strong ecommerce strategy — goes well beyond ironing out a limited-time deal.
Tactics like updating key policies, building out customer self-service options, and marketing early will help you be successful.
1. Update key policies on your website before BFCM
Displaying clear-cut and easy-to-find policies on your website makes a huge difference to the customer experience. It sets the customer up for success and cultivates a positive sentiment with your brand.
To prepare for the best Black Friday-Cyber Monday possible, we recommend updating these key policies (and your Help Center) with BFCM-related information.
✅ Tip: A tool like Gorgias’s AI Agent learns from your policies to know how to respond to certain topics and escalate tickets. And we know that more automated tickets leads to a lighter workload for your agents. It makes a compelling case for keeping your policies up-to-date.
“The anxiety for customers during BFCM is real,” says Lauren Reams, Customer Experience Manager at VESSEL. “This year, we are planning on leveraging AI Agent to help us get ahead of the most common questions. AI Agent has been so seamless, so we’re confident that it will help us handle the busy season without needing to bring in additional agents.”
Returns and exchanges
BCFM is a popular time for consumers to buy holiday gifts, which means you could see an influx in returns or exchanges.
✅ Tips: Use return management apps like Loop Returns to provide customers with a self-service return portal to process their returns. Take that idea one step further by using AI Agent Actions to send your Loop Returns link or return shipping status automatically.
Integrate Loop Returns with Gorgias and enable customers to initiate their own returns.
Shipping and fulfillment
Customers expect purchases, especially if they’re buying gifts for upcoming holidays, to arrive on time and quickly (you’re competing with fast shipping speeds from retail giants like Amazon).
If those gifts don’t arrive in time, you’re going to face a lot of angry customers.
✅ Tip: Use your shipping and fulfillment policy to be crystal clear about when you ship orders, how long orders typically arrive, and how customers can look up their order status. AI Agent can perform Shopify Actions, such as editing the order's shipping address. Having this automated means agents do not have to do manual work.
Lost packages
All those Black Friday - Cyber Monday sales equal a ton of packages in transit. You can expect a few to go missing.
Make sure you’re clear with your team and customers upfront if you are willing to cover damages (either with refunds or credits). This will help your agents handle the process quickly and consistently. Plus, it gives your customers the peace of mind that accidents won’t put them out.
✅ Tip: Include a policy about damaged items in your FAQs so your customers know what to expect in case anything goes wrong with their order.
If you’re on Gorgias, Automate includes Flows, Order Management, and Article Recommendations. These different automations can help you deflect up to 30% of tickets, freeing your agents up for higher-value conversations.
Set up Flows to automatically answer common customer questions specific to Black Friday - Cyber Monday related to:
Shipping policy: Will my items arrive by the holidays?
Get a gift recommendation: Can you help me find a gift for a friend?
Return policy: Can I return a gifted item?
BFCM discounts: Do you offer any holiday discounts?
It turns out that many customer support inquiries your team receives are repetitive.
“If you force agents to respond to every question manually — no matter how small — you're only limiting the time they can spend on tickets that actually need human attention,” says Gorgias Director of Support, Bri Christiano.
That’s why we built Automate at Gorgias: It deflects your most repetitive tickets — up to 30% of your overall ticket volume — so you can focus on the tickets that grow your business.
Tech product retailer Nomad leaned into Gorgias’s automation to support customer service interactions. Not only did the online retailer gain a streamlined way to manage customer feedback, they also reduced response time by 70%.
Deloitte estimates about one-third of shoppers in the US made a purchase through a social media app in 2021. That number is estimated to be even higher for those who were influenced to buy a product after seeing it on social media.
You don’t necessarily have to sell directly through Instagram, but you can leverage your social channels to generate brand awareness.
The need for social-focused customer support is exactly why online retailer MNML turned to Gorgias. The company found that their shoppers turned more and more to social media for answers to their shopping-related questions.
Ultimately, the company leveled up their customer support on social media to connect with potential buyers.
Get started with these ideas:
Partner with influencers to generate brand awareness
Don’t partner with influencers for the sake of it. Instead, think about it like building a relationship with someone who fits your brand ideals and can cross-sell your products to their audience.
To do this, focus less on influencers with millions of followers on Instagram and TikTok. Instead, look for micro-influencers (or creators with less than 100,000 followers) with audiences that match your brand personas.
Create content that focuses on your store’s Black Friday deals
Once you’ve figured out the Black Friday sales your store will offer, you must ensure people know about them.
Craft content for your social media channels that highlight your deals. Since social media primarily focuses on visuals, start by collecting photos, videos, or illustrations of your products. Then, draft copy for captions, think through the best hashtags, and hand over creative briefs to your design team to build any assets you might need.
Put a little money behind your most successful organic social media posts
The weeks or months leading up to BFCM are prime time to talk about your brand’s Black Friday promotions. Use social media analytics to see which published posts are performing best across your channels.
Turn those high-performing posts into ads on social media by boosting them with a little money. Even with a small budget, you can use social ads to grab even more eyeballs — and potentially bring more people to your website.
A few other ideas to consider:
Prompt your customers to sign up for an SMS reminder or push notification on their smartphones or mobile devices.
Give early sale access to email subscribers, incentivizing customers to build a deeper relationship with your brand.
Pin the sale date and deal information at the top of your social media profiles, especially Instagram.
How to maximize revenue during BFCM in 2 steps
Imagine Black Friday - Cyber Monday is here. Even better, imagine you’ve got a ton of website traffic full of eager browsers. You need a plan to keep those browsers engaged.
One major step you can take to boost your conversion rate and potential revenue is to increase communication touchpoints and focus on recovering abandoned carts.
1. Increase customer touchpoints to keep shoppers engaged
Throughout any customer’s journey, there are many opportunities to interact with your brand. One moment might be finding out about your BFCM sale on social media, signing up for emails to get early access, or browsing the best deals before heading to checkout.
The more you interact with customers along the way, the more you can keep them engaged — and personalized interactions increase your chances of converting a first-time shopper into a repeat customer.
Gorgias’s Convert is a CRO tool that easily personalizes interactions at multiple points throughout a customer journey. Convert offers several ways to increase touchpoints and boost overall engagement:
AI-powered cross-sell campaigns to offer product recommendations.
Up-sell campaigns to showcase higher-priced items.
Share timely discounts, free shipping, or valuable product insights.
Offer 1:1 support with a smooth hand-off to Gorgias Live Chat.
Leverage Shopify browsing data to offer product recommendations.
Set up onsite campaigns without any coding.
Another way to build in more touch points is to use automated chat campaigns that pop up and engage with your customers at crucial moments. Chat widgets are a small addition to any homepage, landing page, or product page that immediately lets customers know where to go for help.
2. Reduce abandoned carts
Cart abandonment is a major source of lost retail sales for any ecommerce business, considering about 70% of online carts are abandoned.
You can easily target customers who have opted into an email list or receive SMS messages from your brand. Design emails or text messages designed to trigger if a cart is abandoned.
Include copy that builds a sense of urgency to drive customers back to their shopping carts to “buy now” before the deal is over.
There’s even a chance to use re-engagement to increase your average order value by upselling once that customer returns to your site.
How to retain new customers you get during BFCM
Repeat customers are valuable — like, really valuable.
According to Gorgias research, returning customers make up about 21% of a brand’s customer base but generate 44% of that same brand’s revenue.
Your brand should re-engage with anyone who shops on your website during the BFCM rush. Those same people could become returning customers who give your shop a revenue boost during the rest of the holiday season.
1. Offer a discount for next time
The perfect moment to re-engage a customer starts at checkout. When someone makes a purchase through your online store, offer them an immediate discount that goes toward their next purchase.
At CX Connect LA 2024, Ron Shah, CEO of Obvi, shared his brand’s strategy for offering discounts to generate revenue. Ron knew implementing AI to support Obvi’s two-person customer support team was necessary to help the brand grow without eliminating the need for his human agents.
“The time saved by AI handled a lot of the redundant work our agents were doing, which meant we could turn them into part-time sales agents. We also gave them a code to help them prevent a refund from happening or upsell somebody. It created a completely new shift in their mindset. They realized, ‘Oh wow, you're not just taking something away from me (with AI) — you're actually elevating my opportunity.’”
✅ Tip: You can increase the touchpoints to re-engage with an existing customer by building a reminder email that triggers one week after their initial transaction. That way, you not only stay at the top of their inbox, you also stay top of mind.
2. Invite customers to join a loyalty program
Loyalty programs are a tried-and-true method to build engaged, returning customers.
In a recent survey, Yotpo found that over half of surveyed consumers agreed a loyalty program would encourage them to purchase more from a brand.
If you already offer a loyalty program, make sure new customers know about how to get the VIP experience with your store. Build awareness touchpoints into your loyalty program marketing strategy. You can also prompt buyers to become loyal customers after they make their first purchase.
3. Continue to improve your customer experience strategy
A successful, positive, and repeatable customer experience doesn’t end after midnight on Cyber Monday. It’s a road rather than a destination.
Consumer habits are always changing, and your support teams must be prepared to handle customer requests.
One way to anticipate your customer’s pain points is to look at customer feedback.
Reviews and social media activity is a great place to start. You might also consider putting a more formal customer sentiment strategy in place, with a CSAT survey to collect direct feedback from customers.
This feedback helps your team prioritize what needs to improve so you’re not left reaching in the dark.
Give your ecommerce strategy a boost this holiday shopping season
The name of the game this Black Friday - Cyber Monday isn’t just to get a ton of online sales; it’s to set up your ecommerce site for a successful holiday shopping season.
Gorgias is designed with ecommerce merchants in mind. Find out how Gorgias’s time-saving automations and convenient platform can help you create successful customer experiences.
Let's talk about something that often gets overlooked in ecommerce: what happens after someone hits that "Place Order" button. You might think the hard part's over once you've made the sale, but here's the thing the post-purchase experience can make or break your relationship with customers.
In today's competitive online marketplace, those relationships are everything — especially considering that loyal customers spend an average of 67% more per purchase than new customers.
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The importance of post-purchase support and automation in ecommerce
Providing an excellent post-purchase customer experience can turn one-time customers into loyal advocates who are more likely to make repeat purchases and recommend your brand to others.
It's all about the customer experience
When someone buys from your store, they're not just getting a product — they're starting a relationship with your brand.
A great post-purchase experience shows customers you actually care about their satisfaction beyond just making the sale. 90% of U.S. customers say that an immediate customer service response is "important" or "very important.”
When you nail this part, something magical happens: one-time shoppers transform into passionate advocates who not only come back for more but can't help telling others about their amazing experience with your brand.
Having accessible support and an efficient and easy returns process may make the difference between a happy customer and an unsatisfied one.
Building trust that lasts
Trust is everything in online shopping. When customers feel supported after making a purchase, they're much more likely to give you the benefit of the doubt if something goes wrong down the line.
It's like building a friendship: every positive interaction adds another layer of trust. And that trust translates directly into repeat business and glowing recommendations.
The post-purchase support experience makes a huge difference in building that trust. In fact, 96% of customers say excellent customer service builds trust.
Keeping your return rates down
Great post-purchase support can actually help reduce your return rates. By addressing concerns quickly and providing clear information upfront, you can prevent many returns before they happen.
This can save you money on shipping and restocking and create a smoother experience that keeps customers happy and your business healthy.
Making processes more efficient
Automation eliminates manual tasks, freeing up your team to focus on more strategic initiatives. By automating repetitive tasks, you can improve efficiency and productivity, allowing your team to focus on more value-added activities.
You can automate everything from customer support to returns and exchanges to your order tracking and more. Besides meeting customers' straightforward needs, automation allows you to focus your team's energy on solving bigger problems and strengthening customer relationships.
Accuracy, guaranteed
Automation helps ensure consistency across all your post-purchase processes.
When customers know they can count on a reliable experience every time they shop with you, it builds confidence in your brand.
Plus, fewer mistakes mean happier customers and less time spent fixing problems.
Creating better customer experiences
Speed matters in today's world, and automation helps you deliver faster, more personalized responses to customer needs.
Whether it's instant order updates or quick responses to questions, automation helps you meet and exceed customer expectations. The result? More satisfied customers who feel valued and understood.
How to automate the post-purchase experience for better loyalty
Here are some ways to automate the post-purchase experience:
Automate your returns and exchanges process
Streamline the returns process with automated return labels, tracking, and updates. Use ReturnGO to automate this process, saving time and reducing manual errors. With automated returns, you can provide a hassle-free experience for customers, encouraging them to return to your store in the future.
Automated returns can help to improve the customer experience by making the returns process easier and more convenient. 65% of customers say the speed and ease of refunds affect where they choose to shop.
By automating tasks such as generating return labels and tracking packages, you can reduce the time and effort required for customers to return items.
Think about it from their perspective — if returning an item is hassle-free, they'll feel more confident buying from you in the future. It's like having a safety net that makes customers more comfortable taking chances on new products.
Centralize customer support
In today's fast-paced world, customers expect quick and efficient support. Using a customer experience platform like Gorgias, you can manage all your customer support tickets in one place, making it easier to provide fast, accurate help when people need it.
By centralizing your post-purchase support, you can manage support tickets more efficiently, respond to customer inquiries quickly, and provide the most up-to-date information. This centralized approach can hugely improve response times.
Keep customers in the loop
Nobody likes being left in the dark about their order. Automated post-purchase notifications keep your customers informed every step of the way - from order confirmation to delivery and returns. Using tools like ReturnGO, you can send personalized updates that make customers feel looked after. This is essential for building customer loyalty.
Keeping customers informed about their orders can help reduce customer anxiety. When customers know what to expect, they’re less likely to worry about their purchase and are more likely to keep buying from you again and again.
Create an integrated workflow
To truly streamline your post-purchase customer service, if you connect your returns management system with your customer support system, you really bring all of the pieces of a puzzle together.
When these two systems are in sync, you can create a smooth workflow that makes things easier for both your team and your customers.
By automating tasks like creating support tickets and processing returns, you can save time and create a more reliable, efficient system that helps you serve customers better. No more jumping back and forth between systems to check on a return when a customer reaches out about it.
The ReturnGO-Gorgias integration makes this happen seamlessly, with features like:
Automatic ticket generation: When a customer requests a return, a support ticket is automatically created on Gorgias, saving you time and preventing errors.
Real-time updates: Return request information is automatically updated from ReturnGO to Gorgias, so your team always has the latest details right there.
Centralized system: No more digging through multiple systems. This means your support agents always have access to the most up-to-date information and respond quickly and efficiently to customers.
Smart widget: The ReturnGO-Gorgias integration includes a widget embedded in your Gorgias dashboard, for managing RMAs directly from within Gorgias. This widget enables your team to:
View RMA information: See all the relevant details about a return, including the customer's information, the items being returned, and the reason for the return.
Take actions on the RMA: Easily approve or reject a return request directly from Gorgias.
The ReturnGO-Gorgias integration makes it easy for your team to manage returns and communicate with customers without having to jump between systems to hunt for information.
The path to lasting customer loyalty
So, there you have it! In the world of online shopping, how you handle the after-purchase experience can be just as important as making the sale in the first place.
By automating your post-purchase process, you can create a seamless and satisfying customer experience.
Tools like ReturnGO and Gorgias can help you create the kind of experience that builds customer loyalty.
Your job doesn’t end once a customer makes a purchase.
Of course, the marketing work you do pre-purchase plays an important role in establishing a well-rounded shopping experience, but there's a world of tactics to employ after your customer hits the “buy” button that can help you entice first time shoppers to make a second purchase.
Remember that without designing an inclusive experience that encourages customer retention, you may struggle to create a solid growth path for your business. If you want to keep new customers coming, reengage past shoppers, and reduce returns, here are six tips for delivering an outstanding post-checkout experience.
6 Ways to create a better post-checkout experience for your customers
Offer amazing customer support
Make the most out of your confirmation email
Make delivery dates and next steps clear
Stay in touch later with remarketing
Enhance the “unboxing” experience
Ask for reviews and follow up after the item arrives
1) Offer amazing customer support
First and foremost, let’s make sure you’re offering great customer support before we explore other options for improving your post-checkout experience. While you might already be doing everything you reasonably can to ensure your customers don’t experience disruptions or problems after a purchase, sometimes hiccups happen. It’s not so much about avoiding problems entirely but rather how you deal with them when they occur.
Sometimes your shoppers will reach out to you after a purchase with questions about their item’s delivery or how to return something. (This is much easier with the right returns management and order management software.) And they may be frustrated or impatient. Make it easier for them (and ultimately better for you) by offering ways to contact you on the channels they prefer. Also, offer proactive customer service in the form of FAQ pages and clear return policies to confusion (and save your agents time).
For instance, if your analytics tell you that your audience is most active on Facebook, make sure your page makes it clear how to reach your support team. You can do this by including the relevant links in the About section and of course, be turning on a chatbot function.
Caption: Dollar Shave Club offers multiple options for contacting their support team in their page’s About section
But even so, customers may make contact simply by posting on your page or commenting on your posts. Employ a catch all approach by integrating your Facebook page to your Gorgias helpdesk and you’ll be able to automatically publish personalized answers in the comment threads.
And if you don’t have one, get live chat on your site! Gorgias can also help with that by allowing you to seamlessly integrate a live chat into your website, with also a list of customizable rules. The live chat button will show consistently on all pages of your site, both on mobile and desktop.
Your customers don’t need to hunt down a special contact page or dig up an email address. They always know exactly where to go when they need help. Also, using live chat is useful to create a personalized, human-centric, accessible, and fast shopping experience, which the value of can’t be discounted!
2) Make the most out of your confirmation email
While the confirmation email should always include basic information (think an order summary and delivery timeline), you can add a few extras to empower your customer to make the most out of their experience with your brand.
If you’re working with a recommendation engine and already produce editorial content, this would be a great opportunity to attach one or two relevant blog articles to the lower third of your confirmation email. Not only serving as a helpful encouragement to spend more time on your site, but sending relevant content helps to reinforce the idea that you are an expert in your field.
Caption: The order confirmation email from Warby Parker includes tips on how to be sure you’ve picked the perfect frames for you
You may also wish to consider including a promo code as a thank you for ordering - it can be a small expense that ensures a customer returns.
3) Make delivery dates and next steps clear
Once your customer purchases an item from your site, you would benefit from having a system in place that allows them to review their item’s delivery status. This could be as simple as a “vanity” order confirmation page that appears once the purchase is confirmed. Show a simple timeline that displays where they are at in the delivery timeline starting with an origin destination and ending with their home address.
Even if they didn’t register on your site and never return to this page, showing them such an order tracking timeline leaves a good impression on your customer by reinforcing the concept that what they’ve purchased really exists and is on its way.
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4) Stay in touch later with remarketing
You may have been under the misconception that setting up remarketing ads was reserved exclusively for your bounced traffic. While that’s certainly an effective way to recapture lost traffic, you can also use them to remind previous customers about your products when it makes sense to do so for you.
For example, let’s say you’re a cosmetic company and you’ve just launched a new moisturizer. By setting up a remarketing ad that targets those customers who purchased a similar product from you three months ago, you’re finding them again just as they may be in need of restocking. This helps place customers who may have otherwise forgotten about your brand back into your marketing funnel with the goal of getting them to buy from you again.
5) Enhance the “unboxing” experience
Let’s embrace the fact that we’re living in the age of social media by applying it to your shipping experience. Make your orders feel like the gift that they are by packing your product in a customized box and filling the empty space inside with fun, yet recyclable fillers like crinkle paper or business cards, personalized notes with instructions on how to leave a review or something simple but enjoyable like brand stickers. When relevant, you may also want to consider including a sample of an upcoming item into your box, or a flyer advertising its existence.
When you create an “unboxing experience” you’ll not only trigger those loyalty-building positive emotions in your customer’s brain but you’re also encouraging them to post about your brand on their social feeds - free advertisement to a similar audience of future customers!
6) Ask for reviews and follow up after the item arrives
Reviews are one of the most effective ways to increase sales and encourage new customers to shop with you. You need them to grow your business. But not everyone, even happy shoppers, are hardwired to follow up a purchase with a review. In this instance we like to follow the simple manta: ask and you shall receive.
Asking for reviews doesn't have to seem desperate (even though we all desperately want them). Start by building a review request into your post-checkout email workflow that automatically delivers a request to review the purchased product after delivery occurs. Play around with the sound of your email and don’t be afraid to employ a curious but humble tone that expresses your genuine desire to know that they enjoyed what they bought or how they like to see it improved in the future.
We hope you find these six tips useful when it comes to making the most out of your post-checkout experience. As always be patient and in time, you’ll reap the rewards of a job well done. Keep an eye on your retention rate to measure your post-checkout success.
Ecommerce product categorization is an excellent way to streamline the online shopping process and optimize customer experience. But if your ecommerce company offers more than just niche products, then separating those products into different categories can be time-consuming — and your team's time is better spent on tasks that tie directly to revenue generation.
To help you organize your product listings to make it easy for customers to find the types of products they are looking for, let's take a look at everything you need to know about ecommerce product categorization.
What is ecommerce product categorization (taxonomy)?
Product categorization, also called product taxonomy, aims to create an organized and searchable shopping experience by breaking products down into intuitive categories and subcategories.
Why is product categorization important in ecommerce?
Product categorization isn't usually a concern for ecommerce stores that offer just a handful of products. But stores with large-scale catalogs of different products need a way of organizing them so that it's easy for customers to find what they need. Product categorization can also be strategic: Your product taxonomy can promote certain product types (e.g. “Accessories”), occasions (e.g. “Father’s Day”) boost average order value (e.g. “Best Sellers”), and more.
Today, the process of ecommerce product categorization is often done using machine learning and natural language processing (NLP). When fed with the right training data, these algorithms allow ecommerce platforms to categorize products based on their descriptions and customer behavior — without having to organize their catalog manually. We won’t go too in-depth into these advanced tools in this post, but will recommend additional tools and reading if this is the kind of information you’re looking for.
Overall, proper product classification and categorization create a better user experience — which, as we know, is mission-critical for any brand. Customers can easily find similar products, search for products using common keywords, and enjoy a more organized and streamlined shopping experience. Some of the top benefits of ecommerce product categorization include:
Organized ecommerce sites with clean organizations sell more
Create a path of least resistance for your customers. Better organized ecommerce sites make it as easy as possible for them to find what they’re looking for. When you can eliminate obstacles that might otherwise keep them from buying, you have a better chance at generating more sales.
Plus, effective product categorization can act as a kind of upselling or cross-selling strategy. If customers are looking for adorable earrings, for example, they’re more likely to buy two or three pairs if they see an entire category page full of great options.
Product organization and categorization enable better search functionality
If you have a search function on your store (and you should), then organizing and categorizing your store's products improves its functionality and accuracy.
Along with optimizing your website's search functionality, proper product categorization can help optimize your website for search engines like Google and boost its SEO. While the number of product searches that originate from search engines instead of marketplaces is shrinking as marketplaces like Amazon and eBay have come to dominate the ecommerce space, it still accounts for 19% of all product searches.
Product categorization helps with monitoring data
Breaking your products down into categories enables you to monitor which category pages get the most visits and which ones have the highest conversion rate instead of doing this for product pages alone. This provides additional data that you can use to generate more insights into customer behavior. If your ecommerce store uses Shopify, you can pull these metrics out of your Live View analytics:
Product organization creates a streamlined shopping experience for your customers
Imagine walking into a department store to find products scattered randomly with no organization: dishware next to gardening supplies, cosmetics on the same shelf as cat food, sports equipment on the same aisle as canned goods. Organizing these products into categories helps users find what they’re looking for quickly or discover new products based on their interests or the occasion. For example, tech accessory brand has categories based around collections (on top of more standard categories), which could catch a browser’s eye and draw them onto a product page:
A step-by-step guide for ecommerce product categorization
If you want to organize and categorize your store's products in a way that will create an optimized shopping experience for your customers, here are the steps that you should follow:
1) Collect essential product data
Product data includes any information that can be used to organize your products: brand, material, size, color, and any other important product attributes. If you don’t have updated product information from which to source this data, you can request it from your suppliers.
Once you have gathered all available product data, a Product Information Management (PIM) system like Jasper PIM (available as a Shopify app) lets you organize and analyize product datasets automatically and provides a centralized environment for managing product data over time.
However, before you dive too deep into your data, take a step back and brainstorm some taxonomy structures that might work for your shoppers.
2) Create potential categories for your products
Creating a baseline for product categorization is pretty straightforward. Before diving into a teched-out process, put yourself in the shoes of the shopper and brainstorm ways But if you have a wide range of products for sale, it can get a little tricky. Here are a few tips for creating great product categories:
Look at established ecommerce sites for inspiration
Avoid being so specific that you end up with an excessive number of product categories
Navigate your online store yourself to get a feel for the experience that your product hierarchy create
Create clear and easy-to-understand titles for your product categories — remember, clear is better than clever
3) Use keyword research for product category/page optimization
Putting carefully chosen keywords in your product descriptions and category pages can improve your store's product search functionality. It can also improve your site's SEO, bringing in more traffic from search engines.
You can find the best keywords for your store using keyword research tools like SEMRush, Google Keyword Planner, and Ahrefs. These tools let you see the search volume for common keywords and provide keyword suggestions based on your input.
4) Categorize your products based on user behavior
Merchology, a corporate apparel brand, uses customer data to create “Gifts” and “Ideas” categories for products that are commonly purchased for specific reasons. They sort by user behavior by categorizing products into “Top 10s” for many occasions:
Similarly, Adika has a category called “Best Sellers” to promote its products with the highest conversion rates:
5) Scale and iterate your product categorization efforts
Categorizing your products based on user behavior is an excellent strategy, but user behavior sometimes changes over time. Therefore, don't be afraid to adjust and rearrange your product categories over time based on what your metrics tell you.
On top of your standard categories, you can also include “facets,” which operate more like tags that categories. Facets are details about a product that may not be in the product title or significant enough to be its own category. For example, the cut of or material of a dress:
Facets act like keywords to give your shoppers another way to browse your store and find the exact kind of item they want. As your store grows (and your products change), keeping up with facets — especially because it’s difficult to anticipate all the ways customers might go about searching for products.
As you scale your categorization efforts, it’s also important to be careful not to overcomplicate your store’s navigation. New products may require new categories, but it may also become necessary to combine and condense some categories to avoid overwhelming your shoppers.
Product Information Management (PIM) systems, which we mentioned earlier, will also likely offer automation and other features to manage product data and keep your store up to date. For example, you can use your PIM as a single source of truth for listings across your ecommerce platform (Shopify, BigCommerce, Magento, etc.) and marketplaces like Amazon and eBay. That way, you can iterate on product descriptions and categories in one place, rather than changing them in the backend of each platform.
Ecommerce product categorization best practices
As you go about organizing and categorizing your ecommerce products, here are a few best practices to keep in mind:
Adjust your product categorization based on geolocations
You don't want to show products to customers who can't purchase them. If you don't ship certain products to certain states or countries, then you will need to categorize your products based on geo locations using a product like Advanced Store Localization or Geo Targetly.
Shakti is one Gorgias customer that uses Advanced Store Localization to adjust their product categories based on the customer's location. Because Shakti doesn't ship all of its products to all countries, they use the tool to hide certain products from viewers in those countries.
Avoid using "other" as a category
Instead of creating an “other” category (which will only confuse your shoppers) simply put products into the category where they fit most naturally. Use keywords to ensure that customers can easily find them — even if it isn’t all that clear which category they should search.
Keep products limited to one category at a time — except special categories
Having products appear in multiple categories often makes for a confusing product catalog that is difficult to navigate. Instead, keep products limited to a single category at a time. While this can sometimes be a little tricky for products that could fit in multiple categories, assign the one that fits best and use keywords within the product description to make up the difference.
The only exception to this is special categories, like Best Sellers, Valentine’s Days, Last Chance, etc. These categories aren’t based on product or customer types, so overlap won’t be confusing.
Product categories should all be unique from one another
Keep your product categories as simple as possible to avoid overlap and confusion. For example, having an "athletic apparel" category and a "sports apparel" category is redundant and unnecessary — choose one or the other. There's no benefit to having a larger number of categories, so don't feel the need to force them if they don't already cluster naturally.
Keep branding tone in mind while creating product categories and descriptions
But branding doesn’t just apply to color schemes and company logos: It’s your messaging, too, so keep it in mind when developing your product categories and product descriptions.
Categories and descriptions need to communicate key product information above all else, so be sure that you aren't sacrificing clarity for the sake of branding. Include the basics (color, dimensions, materials, size, and any other relevant descriptive information) and use simple, jargon-free language. ASOS product descriptions do this particularly well, balancing their conversational writing style with clear, useful keywords.
Consider adding a product quiz to help customers find the right product
Ninety-three percent of marketers agree that interactive content like product quizzes are effective at helping educate customers. Product quizzes designed to identify a customer's tastes or needs can be great tools for further helping customers find what they're looking for.
Dr. Squatch is one example of an ecommerce company that uses these quizzes effectively. If you want to create your own branded product quizzes, consider using a tool like the Product Recommendation Quiz app.
Building a category tree for your ecommerce store
Large catalogs of ecommerce products are typically separated into different categories and subcategories to build a hierarchical category tree. For a pair of women's sneakers, the level-categories might look like: Clothing & Apparel > Women's Footwear > Women's Sneakers.
After separating products into different categories and subcategories, you can further break them down with product attributes and facets.
Going back to our last example, the pair of women's sneakers might be assigned product attributes like size and color. You can then assign values to those attributes (7, 8, or 9 for the attribute "size," and red, white, and black for the attribute "color").
Jaxxon’s online store, which sells mens jewelry, is one example of a great category tree. There you will find numerous product categories, subcategories for each, and attributes that allow customers to filter their search further. For example, Rings breaks down further into Best-Selling Rings, Tungsten Rings, Iced Out Rings, and Wedding Bands:
Take care of your ecommerce shoppers with Gorgias
With the right tools and strategy, you can create a categorization system optimized for customer happiness and revenue generation.
With Gorgias' industry-leading customer insight tools, you can fine-tune your ecommerce store to give your shoppers exactly what they want. On top of product categorization, you can provide self-service resources like FAQ pages, Help Centers, and automated Quick Response Flows so customers have more answers, faster.
“We’ve seen 43% increase in revenue from customer support since we launched pre-sales flows. Quick response flows give us the ability to build trust with our customers and that’s priceless. When customers get a quick and honest answer, they often end up buying more than one product in a short span of time. Seeing customers live the life we’re aiming to create for them in Loop Earplugs is extremely rewarding for us.”
- Milan Vanmarcke, Customer Service Manager at Loop Earplugs
Get started with Gorgias to get on track to an organized ecommerce store that converts more shoppers into buyers.
Whether you’re a small business owner or part of a large ecommerce business, you know that shipping and fulfillment are a significant component of your brand. And you’re here reading this because you want to craft a stronger shipping and fulfillment strategy.
We’ll get to that soon enough, but first, take a minute to think like a consumer. Take off your business-leader hat and put on your internet-shopper hat.
Got the right hat on? OK, good. Now think about your last experience as an ecommerce customer.
How did you approach your last purchase? Did you purchase from the absolute cheapest source, some obscure company you’ve never heard of? Or did you stick to brands and platforms you already know — ones you know you can trust to deliver?
If you’re like most ecommerce customers, you picked something reliable. Because we all know that price is important — but getting what we need when we need it is even more important.
And that’s exactly why it’s crucial for your business to create an ecommerce shipping and fulfillment strategy that works well for you and your customers.
What is ecommerce shipping?
Ecommerce shipping is the process of getting products purchased through an ecommerce storefront or platform from wherever they are to the customer’s specified delivery address. It is a multifaceted, complex process with many touchpoints, dependencies, and moving parts, and its core goal is a crucial one: getting the items people bought delivered to them accurately and on time.
Because of the myriad complexities involved in ecommerce shipping, many companies rely on external partners for some or all of their shipping and fulfillment needs. And all companies, once they reach a certain point of growth, rely on some combination of software and apps to keep shipping, fulfillment, and inventory running smoothly.
How your shipping strategy impacts your bottom line
To the uninitiated, shipping seems like a commodity good, something to spend as little focus and resources on as possible so that teams can stay focused on the real work of the business.
But experience and real-world statistics say otherwise.
A cohesive and realistic shipping strategy is highly valuable to any company that ships products to people because it is part and parcel with your brand image. ShipStation’s second annual national consumer study found that 84% of ecommerce shoppers identified package delivery as the touchpoint that “stands out most in the ecommerce customer experience.”
In other words, get people the stuff they bought quickly, accurately, and with good communication, and you’re telling them something about your brand and company health. Fail to do so, and you’re still sending them strong messages — just not the messages you want them to receive.
While your brand image matters, shipping strategy affects your bottom line more directly too. An even higher percentage of consumers in that same study — 92% — declared that they decide between vendors based on whether they can know their order will arrive when expected.
Your communication about shipping during the customer journey matters, too. While online shopping, customers hate few things more than having to pay extra for shipping, especially if it’s unexpected until they pull their credit card out at checkout — and put it away when they see a high shipping cost.
Most customers would even prefer an increase in product prices over having to pay for shipping, according to a study from Wharton. In fact, unexpectedly high shipping prices are one of the main reasons for cart abandonment, according to a study from the Baymard Institute:
If you’re regularly failing to deliver when promised, customers will take their business elsewhere.
How your ecommerce shipping process connects to the rest of your business
Your shipping process isn’t a self-contained unit. It has the potential to affect numerous other aspects of your business. Not only that, the reverse is also true: Other departments and facets of your operations can also affect your ability to ship well.
Here’s just a partial list of the sorts of departments and functions that tie into most businesses’ shipping processes:
Inventory management and stock: Stockouts and misplaced items affect shipping ability
Customer service interactions: Can customer support agents see shipping status? Can your shipping strategy reliably achieve what they promise?
Refund and return policies (and the teams that execute those policies)
Partnering with shipping fulfillment companies or third-party logistics (3PL): Do they reliably meet expectations? Can you get the data you need from them?
Shipping methods that online stores are offering customers
There are multiple shipping methods used today, and not every option is right for every business. It’s a good idea to evaluate the shipping methods available for your business’s products and settle in on the methods that make the most sense given your audience, products, margins, and current logistics abilities.
That said, most consumers expect fast, transparent, and often free shipping on most goods. As many as 77% have abandoned a shopping cart completely because they didn’t find the available shipping options to be satisfactory.
Here are five popular shipping methods in ecommerce that you might consider implementing for your business.
Two-day shipping
Thanks to Amazon Prime, two-day shipping is the gold standard within ecommerce. If you don’t offer it and a competitor (even Amazon itself) sells something similar with two-day shipping available, you could miss out on sales.
Pro: Can be a driver of sales and is widely available through 3PL and shipping fulfillment vendors
Con: Can be too resource-intensive for smaller ecommerce businesses
Same-day delivery
Same-day delivery ships products and puts packages on doorsteps the same day that customers click “buy.” It’s a truly premium offering and a great way to differentiate from the competition, but it usually requires significant scale and investment to pull off.
Pro: Consumers love receiving their order the same day
Con: Same-day delivery highly dependent on the customer’s location and limited to select major cities, and the infrastructure and resource costs can be significant
Overnight or expedited shipping
Overnight or expedited shipping has gone by numerous names: Next-day air and one-day shipping are two of the most prominent. It’s faster than two-day but slower than same-day, and it usually comes with a (sometimes hefty) surcharge for fast delivery.
Some companies (and carriers) use the term “expedited shipping” to refer to something faster than standard shipping but not as fast as express or overnight. If two-day (or faster) isn’t possible or isn’t the norm for your industry, you can differentiate yourself by offering a premium service, such as expedited delivery process or overnight shipping (or both).
Pro: Gives consumers more control over delivery timeframes and allows sellers to pass the additional costs on to the buyer
Con: Can add complexity and ambiguity (How fast is “expedited?”) to your ecommerce shipping strategy, and when customers pay more, their expectations shoot up dramatically.
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International shipping
International shipping is a requirement if you’re a U.S. ecommerce firm that wants to ship directly to non-US customers. The same is true if you’re located on another continent and want to start shipping to overseas (including US) customers.
Pro: International shipping is the only way to reach international customers if you don’t have globally distributed warehouses.
Con: Can add an immense level of complexity and cost, leading most to rely on a global fulfillment partner
Eco-friendly shipping
Eco-friendly shipping refers primarily to the packaging elements a company uses both to package and ship a customer’s order. Instead of plastic and foam, ecommerce businesses can choose biodegradable and compostable materials to fill boxes and to package products.
As far as the shipping itself, there isn’t a clear eco-friendly choice. All shipping has a carbon footprint, though carbon offsets are available for companies committed to leaving the smallest possible footprint.
Pro: Eco-friendly choices care for the planet and signal to eco-conscious customers that a brand is deeply committed to protecting natural resources.
Con: Eco-friendly packing materials carry a cost premium, and a major eco-friendly carrier does not exist.
For example, Hive advertises its carbon-neutral shipping (which makes paid shipping easier to bear for some customers) and gives customers the option to also request an envelope to recycle certain packaging materials:
How to calculate the true cost of shipping
One challenge ecommerce stores face is understanding the real cost of shipping their products, as well as the true cost implications of faster shipping speeds.
This is especially an issue for SMBs because the calculations for upgrading a fulfillment process are complex and, usually, expensive.
Make sure you consider these four factors as you calculate shipping costs on an item.
Dimensional weight
Dimensional weight is a calculation that determines shipping cost based on the physical dimensions of a parcel rather than its actual weight. Trucks and cargo planes have a finite amount of cubic yardage, so dimensional size (or package size) is often as or more important than actual pounds or kilograms.
Many carriers consider both dimensional weight and actual weight of items and charge your business for whichever is greater.
Dimensional weight concerns are one reason to be as efficient as possible in terms of box size. Using the smallest box possible to ship an item safely is one way to minimize shipping costs.
Shipping carrier
Consumers tend to think of last-mile shipping companies like FedEx and UPS as generally interchangeable, but businesses know that this isn’t always the case. The cost to ship products varies across the — one might be the cost-effective option for small, local deliveries but more expensive for international orders.
Additionally, certain industries with unique needs may need to consider specialized or niche carriers. While these may be able to deliver a higher level of service or a specific service the big guys don’t offer, costs will generally be higher.
It’s a good practice to evaluate from time to time the available carriers for your shipping needs to make sure you’re still getting the best possible service and rates.
Check out these shipping calculators to understand the speed and cost of top shipping companies:
Shipping distance is another element that consumers don’t tend to realize (at least until they sell something on eBay or Etsy). Most major carriers divide the country (or the globe) into various shipping zones. The farther the distance between the origin and destination, the more you’ll generally pay.
Pirate Ship has a great, interactive tool to show USPS’s variable shipping zones, which change depending on where you’re shipping from, impacting the total shipping cost. Here are shipping zones for a business in San Fransico, CA, for example:
Product handling and loading
Handling is an area that’s easy for smaller businesses to overlook when calculating costs. This factor refers to the resource costs of physically finding a product in the warehouse and then picking and packing that product. Businesses face time and labor costs for this work, and this operating expense must be considered as a part of ecommerce fulfillment.
How to structure your ecommerce shipping costs: 3 options
Your business’s shipping costs are inconsistent and variable. If nothing else, your true cost varies based on how far an item has to travel. So how do you decide how to handle shipping with your customers?
These three basic solutions cover the range of options, and each has its own strengths and weaknesses.
Charge a flat rate
First up is flat-rate shipping. In this model, you charge all domestic customers a set flat rate for shipping the same goods. The rate might scale based on the order value or some other metric, but customers in San Diego and Pittsburgh will pay the same rate — no matter what the true cost is to your business.
Businesses with relatively small items or whose catalog entries are all roughly similar in size tend to choose this method. Coffee and tea ecommerce vendors are a great use case: Consumer orders are almost always relatively small, so internal shipping rates are a bit more stable.
Pro: Calculating rates is simple, and repeat customers appreciate transparent, predictable shipping charges.
Con: Flat-rate gets too complicated if your product catalog is large or varied, and you’ll likely lose money some of the time.
Charge a variable rate based on the market
Variable rate shipping calculates the real shipping cost of a specific order (real-time carrier rates) and then passes that cost along to the customer. Some ecommerce platforms include this functionality: It’s a part of Shopify’s Advanced plan, for example.
Note that variable rate shipping doesn’t tend to account for your own handling costs.
Numerous Shopify vendors use this method to cover their shipping costs, as do most B2B sellers and wholesalers that charge for shipping.
Pro: This method is the most “fair” to your business since you’re directly passing along real costs to your customers.
Con: Especially on the consumer front, customers don’t like being surprised by shipping costs — and they aren’t accustomed to seeing the real cost. When you pass along higher shipping costs, you can fail to live up to customer expectations and risk increasing cart abandonments.
If you offer variable shipping rates, consider including a shipping calculator on your site to set customer expectations early. 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):
Offer free shipping
Free shipping is one more option you should consider. Of course, anyone in ecommerce already knows that “free shipping” isn’t really free, yet it’s what customers in many industries are looking for.
Free shipping doesn’t have to be across the board. You can set an order minimum for free shipping, as Amazon and countless clothing retailers have done. Here’s an example of how Woxer advertises free shipping for qualifying orders on their website’s top banner as well as their cart dropdown:
When you choose free shipping, you still have to determine how to account for those costs. You have three options here:
Build shipping costs into retail prices (customer pays)
Eat shipping costs using your profit margin (you pay)
Build only part of shipping cost into retail prices (both pay)
Pro: Free shipping drives sales, increases customer satisfaction, and incentivizes customers to stick with you (even when they’re still secretly paying the cost via higher retail price).
Con: Usually requires raising selling price or cuts into a business’s margins
Choosing a shipping carrier
Choosing the right shipping carrier for your business requires evaluating what each of the available carriers offers you, along with how your product catalog lands in terms of how they calculate shipping charges.
Each carrier uses its own unique fee structure, and all will offer you a shipping cost calculator to help you understand what your costs would be.
While factors can vary considerably based on the parameters of your products, here are a few general considerations for the big four:
USPS: Often the cheapest for ground shipping but not usually the fastest, the United States Postal Service already has an immense last-mile delivery architecture in place.
DHL: With a specialization in international shipping, DHL is the preferred choice for many businesses that ship primarily overseas.
FedEx: A carrier that excels at both national and international shipping, FedEx offers a range of shipping services. Small businesses should look into the FedEx Small Business program for offers and incentives.
UPS: The iconic brown trucks get the job done as well, both nationally and internationally, with a range of competitive delivery options. Like FedEx, UPS offers a range of services for startups and small businesses, including integrations with ecommerce platforms.
Choosing packaging materials for your ecommerce product
Choosing the right packaging materials for your ecommerce product has numerous effects on your company’s bottom line. The packaging itself costs money, and your choice in packaging can affect carrier rates as well. Consider these factors as you choose packaging materials:
Protection: Can the item be damaged in transit? Is it sufficiently cushioned or otherwise protected to prevent this? What materials will you use to protect fragile products?
Material: Cardboard, Styrofoam, plastics, and more eco-friendly materials are all available. What’s the right balance of durability, sustainability, and cost for your business?
Size: Most shipping costs are based either on size or weight, so choose packaging that’s as compact as possible (while still providing the necessary protection).
Branding: Should your product stand out through custom, branded packaging? Is the boost to buzz and customer loyalty worth the added expense?
Ecommerce businesses tend to make two very similar mistakes in packaging: choosing too large or too small of a box. Go too large, and you incur higher shipping costs due to dimensional weight. But go too small, and there isn’t enough room to cushion or protect your products.
We love stationary brand Ohh Deer’s packaging, which is 100% recycled and doesn’t come with the plastic sleeves traditionally found in greeting cards. Plus, it’s extremely adorable and branded — great for customer delight:
Providing shipping security for you and your customers
Shipping security is one more area to consider in your overall shipping strategy. Strategic work here can protect your business and allay your customers’ fears.
Provide tracking visibility for customers’ shipments
In today’s ecommerce environment, customers want to be able to track where their shipment is and know exactly when it will be arriving. Basic tracking information is usually available through your carrier partner, but you can take things even further with proactive and branded shipping notifications using some of the integrations we’ll show you in the next section.
And if you use Gorgias, you can make tracking numbers and order status available via self-service order management. In your live chat support widget, your customers can track a recent order, modify order details, report issues, and more. Here’s what the feature looks like in a live chat widget:
When you opt for shipping insurance, you’ll be reimbursed for items that get lost, stolen, or damaged during the shipping process. Shipping insurance can provide your business with a sense of security especially if you’re shipping high-value items or items that can break easily. Here are some of the main use cases for shipping insurance:
Of course, shipping insurance can add significant cost. It also doesn’t directly affect your customers’ experience (they will expect a replacement product whether you’re reimbursed or not) but it can save costs for you.
Most businesses opt for shipping insurance only when shipping expensive, fragile, or easily stolen items.
Create a returns program and handle returns logistics
Not every ecommerce sale is going to work out. Customers may simply not like what they got. And defects and product failures happen to every company, no matter how tight your quality control.
For these reasons, you need a clear plan for how you’ll handle returns (and reduce the number of return requests you receive). If you don’t put a plan in place, you can expect a whole lot more customer service tickets (and angry customers).
Here are a few pitfalls to avoid as you craft your returns policies:
Our recommended ecommerce shipping integrations, apps, and tools
Ecommerce shipping can be complex, but the right set of integrations, apps, and tools, can greatly simplify the process — and it can expand your capabilities and service offerings too.
Below, we’ll show you some of the best shipping integrations we’ve found for the Big Three ecommerce platforms: Shopify, BigCommerce, and Magento 2. And while you’re at it, check out Gorgias’ own collection of shipping and fulfillment apps for the Gorgias platform.
One quick note before we dive in: Some of these recommendations will repeat, and that’s intentional. If a world-class tool is available on multiple ecommerce platforms and works well on each one, we want you to know about it!
Shipping integrations for Shopify stores
Below, we’ll cover three of the best shipping-specific integrations for Shopify stores. Some of these also showed up in our broader Best Magento Extensions article. Feel free to give that a read if you’re looking for more apps, integrations, and functions beyond just shipping and fulfillment.
Shopify Fulfillment Network
Shopify Fulfillment Network is a relatively new service offered by Shopify, wherein stores on the platform send products to a third-part fulfillment center, contracted by Shopify, while manages and streamlines the rest of the shipping and delivery process. Consolidating fulfillment and shipping usually means stores can offer faster delivery times to more locations. However, Shopify Fulfillment Network is not cheap and remove a degree of control you have over such a core part of your brand’s customer experience.
ShipBob is a global logistics platform or third-party logistics (3PL) provider catering to the order fulfillment needs of direct-to-consumer (D2C) brands. If you’re looking for an end-to-end ecommerce shipping solution, ShipBob is a contender.
ShipBob maintains its own network of warehouses in strategic locations and is known for its reliable fulfillment services. The company empowers D2C brands to offer same-day shipping and two-day delivery. It also allows brands to customize their shipping presentation with custom inserts and packaging.
If you’re a D2C brand selling through Shopify and you’re looking for a 3PL partner, ShipBob is worth serious consideration.
In addition to being one of the best Shopify apps, this app is also one of the best on BigCommerce, and it’s a Gorgias preferred partner.
ShipStation is a cloud-based order management and shipping software solution that helps ecommerce businesses power their own logistics efforts. Order processing, inventory management, shipping label creation, and customer communication are all part of ShipStation.
ShipStation connects online businesses with carriers, marketplaces, and channels in powerful ways, and it can give you access to preferred pricing with numerous carriers.
The app’s Shopify integration helps you automate aspects of the shipping and label creation process and simplify international shipping.
If your goal is to keep logistics in house (rather than use a 3PL partner), ShipStation is ideal software to help you control costs and increase efficiency.
In addition to being one of the best Shopify apps, this app is also one of the best on BigCommerce and Magento 2.
Order Printer
Order Printer is a Shopify exclusive that allows businesses to create invoices, receipts, refunds, and packing slips all from a simple one-screen interface. These reports and invoices are rendered as PDFs, which can be automatically sent out to customers via email.
With Order Printer, you can process multiple orders or print requests in bulk and automate attaching those PDFs to emails. It works with the Shopify POS so your sales agents can send off these documents while working in person with customers.
Order Printer is a Shopify exclusive not available on BigCommerce or Magento 2.
Shipping integrations for BigCommerce stores
These are our top three shipping-specific integrations in the BigCommerce app store.
ShipBob
ShipBob is a global logistics platform or third-party logistics (3PL) firm catering to the order fulfillment needs of direct-to-consumer (D2C) online retail brands.
ShipBob maintains its own network of warehouses in strategic locations and is known for its reliable fulfillment services. The company empowers D2C brands to offer same-day shipping and two-day delivery. It also allows brands to customize their shipping presentation with custom inserts and packaging.
If you’re a D2C brand selling via BigCommerce and you’re looking for a 3PL partner, ShipBob is worth serious consideration.
In addition to being one of the best Shopify apps, this app is also one of the best on BigCommerce.
ShipStation
ShipStation is a cloud-based order management and shipping software solution that helps ecommerce businesses power their own logistics efforts. Order processing, inventory management, label creation, and customer communication are all a part of ShipStation.
ShipStation connects businesses with carriers, marketplaces, and channels in powerful ways, and it can give you access to preferred pricing with numerous carriers.
The app’s BigCommerce integration helps you automate aspects of the shipping and label creation process and simplify international shipping.
If your goal is to keep logistics in house (rather than use a 3PL partner), ShipStation is the ideal software to help you control costs and increase efficiency.
In addition to being one of the best BigCommerce apps, this app is also one of the best on Shopify and Magento 2.
AfterShip
As the name suggests, AfterShip takes care of everything that happens after you ship your product. It offers automated shipment tracking, notifications, and branded updates so that you — not your carrier — control the information flow and customer communication.
BigCommerce’s AfterShip app also includes Returns Center, an interactive returns portal.
In addition to being one of the best BigCommerce apps, AfterShip also offers more limited app integrations for both Shopify and Magento 2. Aftership also integrates well with Gorgias.
Shipping integrations for Magento 2 stores
Below, we’ll cover three of the best shipping-specific integrations for Magento 2 stores. Some of these also showed up in our broader Best Shopify Apps article. Feel free to give that a read if you’re looking for more apps, integrations, and functions beyond just shipping and fulfillment.
ShipStation
ShipStation is a cloud-based order management and shipping software solution that helps ecommerce businesses power their own logistics efforts. Order processing, inventory management, label creation, and customer communication are all a part of ShipStation.
ShipStation connects businesses with carriers, marketplaces, and channels in powerful ways, and it can give you access to preferred pricing with numerous carriers.
The app’s Magento 2 integration helps you automate aspects of the shipping and label creation process and simplify international shipping.
If your goal is to keep logistics in house (rather than use a 3PL partner), ShipStation is the ideal software to help you control costs and increase efficiency.
In addition to being one of the best Magento 2 apps, this app is also one of the best on BigCommerce and Shopify.
Easyship
Easyship is a powerful cloud-based shipping platform that’s highly scalable and easy to implement. Customers use it to optimize their shipping efforts and gain access to pre-negotiated shipping rates with hundreds of global couriers.
Easyship is a great tool for giving your customers visibility and choice in shipping, and it’s a simple way for companies to go global.
In addition to being one of the best Magento 2 apps, this app is also one of the best on BigCommerce and Shopify.
Mageworx Shipping Suite
The Mageworx Shipping Suite Ultimate is a heavyweight Magento 2 extension that covers all aspects of your shipping needs. Configure complex shipping rules, define shipping rates and methods, and customize everything to your heart’s content.
Mageworx is powerful, but not simple to use. It’s best for larger ecommerce businesses with existing in-house resources dedicated to shipping and fulfillment.
The Mageworx Shipping Suite is a Magento 2 exclusive, though Shopify offers a lighter-weight Free shipping & Promo bars integration.
Manage your ecommerce business’s shipping and customer service with Gorgias
Shipping and fulfillment are complex parts of your business. So is customer service, and the intersection of the two areas is where many customer satisfaction battles are won — or lost.
For the best customer impact, ecommerce businesses need a solution that lets them control customer inquiries like tracking, returns, the status of an order, and more from a single unified interface.
Gorgias is the customer service and support platform built specifically for ecommerce. With Gorgias, you can track and follow through on every customer inquiry in one place, with rich customer history and powerful tools to surface the information you need, when you need it.
Learn more on how Gorgias integrates with the ecommerce platform you’re already using:
To make a profit, helping people find you easily is a top priority. That’s where SEO comes into play.
This in-depth guide will help you:
Find out how eCommerce SEO functions
Learn why the SERP position is so important to a website
Understand which steps you need to take to improve rankings
What is ecommerce SEO?
SEO (Search Engine Optimization) is a marketing method for getting more organic traffic from search engines such as Google.
Although paid ads will attract more people as well, SEO will cost you a lot less. Moreover, it can help you yield better results in the long run. Paid ads are hindered by things like ad blockers and ad blindness -- and they only work when you’re investing money into them.
In ecommerce, SEO requires you to optimize meta- and product descriptions, headlines, website speed, and design, and many other things.
A good number of these searches are product-related. That means there are plenty of opportunities to grab shoppers’ attention.
But most people are aware of this fact.
As a result, there are literally millions of stores around the Internet. The competition is fierce. Failing to rank on the first page of Google will result in total failure for one simple reason.
When looking for a web store, most people only look at the first few results. That’s not a hunch -- it’s backed up by the latest research. A recent study conducted by Chitika revealed that the first organic result on Google usually gets 95% of traffic.
Although thousands of ecommerce store owners invest huge amounts of money into optimization annually, it doesn’t mean they’re doing it right.
That’s why you need to ensure that you’re concentrating on important aspects of your website to avoid spending needless amounts of money.
If you want people to find your products easily, follow these 10 steps…
1. Take care of your structure
The way your site is organized plays a major role in your optimization efforts. Two basic elements every ecommerce website needs to have::
Breadcrumb navigation
This type of navigation allows customers to know what page they’re on, without constantly looking at the URL bar above. If you want to see good use of breadcrumb navigation, then visit Dormify’s official site.
Clean URLs
You also need to have clear and clean URLs. That means your URL address needs to be easy to read. Let’s say you’re selling suits online and that your domain name is www.suitshopping.com. You don’t want URLs to be made up out of random characters.
You want to have them clean for two reasons: a) to make sure Google indexes the site quickly b) help visitors navigate the website easily. Here’s how URLs should/shouldn’t look:
With clear navigation, you’ll ensure that Google indexes your website properly and that visitors can find their way around the site seamlessly.
2. Research and target long-tail keywords
When it comes to keywords, instead of going for one-word-long, general keywords, targeting long-tail ones should be your priority.
If you’re just starting out, you can’t expect to compete with the big dogs for general keywords -- no matter your market or niche.
That’s the only way you’ll see results.
Just take Sportsman’s Warehouse for example. If you’re into camping or fishing, you’ve probably heard about their website. Five years ago, they were competing for major, hard-to-rank-for keywords like “finishing equipment” and “camping gear.”
Then, in 2015, they started focusing on more specific, long-tail keywords. After 12 months, they tripled their ROI. Compared to the year before, they saw a 31% increase in organic search and a 25% rise in organic revenue.
3. Optimize your product pages properly
As an online merchant, your objective is to sell as many products as you can, right? Naturally, one of your biggest concerns needs to be making sure that product pages not only look great but that they’re optimized with Google algorithm in mind.
Product descriptions need to contain the correct keywords and all of the images have to be tagged properly. You also can’t forget to optimize your:
H1/H2/H3 Tags - On-page text used by Google to interpret website content
Meta Titles - Bits of HTML code that tell Google the title of the page
Meta Descriptions - Piece of code that says Google what the page is about
You also can’t forget about product page design.
Take the case of Lightproof, for instance. It shows how a small change can mean a lot to your bottom line. By simply making a change to their CTA button, the electronic accessory company managed to increase its monthly revenue by 16%.
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4. Ensure that your site is friendly for mobile
Whether you’re aware of it or not, a large portion of visitors will visit your store via smartphone.
The number of mobile shoppers is surprisingly high.
Consider this: last year on Black Friday, a third of people only shopped on their mobile devices. So while a mobile-first approach will help you rank better - mobile optimization is now officially a ranking factor - but it will also increase sales.
Most popular platforms - including Shopify and WooCommerce - generate a sitemap automatically, you should still take things a bit further. By that, we mean that you should go ahead and add your own sitemap to Google Search Console.
Why is this so important?
You want Google to index every page you’ve created correctly. From basic to product pages, ensuring that Google has found all of the pages will validate your efforts.
Letting your website become too slow is a huge mistake. They don’t say that we live in an age of instant gratification for nothing. Here’s the catch: the slower the site is, the less popular it is.
Slow loading speeds can hinder your entire sales funnel. 52% of shoppers (on mobile) will leave your site if it doesn't load right away. So if you don’t want to start losing customers quickly, do everything in your power to keep things fast.
When it comes to loading speeds, every millisecond counts. Having your website a second slower than it was initially can cost you a lot.
A one-second delay in loading time can reduce your conversion rate by 7%. If your website is bringing in $10,000 monthly, it will cost you $700. On a yearly level, that amounts to $8,400, which is not a small sum by any stretch of the imagination.
7. Invest more in content creation
No matter how many times we hear it and how cliché it sounds at this point, content will always be king. After all, it appeals both to people and Google.
As HubSpot explains, people who prioritize content creation are 13X more likely to see a positive return on their investment. Content creation may be hard work, but it’s more than worth it.
Your blog needs to be updated on a regular basis. Whether you want to invest in article, audio, or video creation, it doesn’t really matter. How much content you need to create and at what frequency you should post it is all up to you.
Consider using social media and email marketing to distribute your content for wider reach.
8. Create content that’s easy to digest
Let’s stay on the topic of content creation for a bit. Most people will not read every single word you write. Research shows that less than 2 in 10 people will read an entire web page before leaving it.
People want to find the thing they’re looking for quickly.
They don’t want to spend an hour going through material only to read a few sentences they wanted. That’s why you need to keep your paragraphs short, easy to digest, and scan.
We’ve been talking about ranking so much thus far, but we still haven’t discussed the most effective technique for improving your SERP rank: link building.
If you haven’t heard about link building, here’s an explanation: this is a practice of building one-way hyperlinks to improve visibility on Google. Some of the more widely-used strategies include outreach, guest posting, and broken link building.
The more people link back to your site, the more valuable your store is in the eyes of Google. The problem with ecommerce link building is that many websites don’t want to link to someone selling something. That’s why you need to get creative:
Affiliate Marketing: You can always offer discount codes and landing pages to affiliate websites in your industry to give them the initiative to help you with a backlink.
Resource Sections: Create guides and educational content for your blog and reach out to blogs in your niche to get featured in their “resources” section.
Bloggers + Giveaways: Run giveaways with influencers and bloggers in your industry to score backlinks, brand exposure, and social reach.
10. Don’t forget about internal linking
Let’s face it: not all pages are created equal. Some are more Google-friendly than others. This can be used to your advantage. Use popular pages on the site to refer consumers to product pages to create link equality.
By placing links to products on these high-ranking pages, you’ll drive more visitors to the shopping section of your website.
Interlinking also contributes to organic visits. Just take a look at Ninja Outreach and their effort. By ensuring that their pages are strategically interlinked, they managed to increase their organic traffic by a staggering 40%.
Start investing in SEO ASAP
Getting organic traffic has never been easy for any niche, nor will it ever be. In ecommerce, it can be especially challenging. Unlike PPC, it can take several months to see results from an SEO campaign.
Does this mean that SEO is not worth it? Of course, it is. Standing out in Google is important for every store. (If you have a Shopify, check out our guide to Shopify SEO.)
Before launching your very first campaign, here’s what you need to remember:
Without optimization, your business as a whole will definitely suffer
The higher you rank, the more visitors will you be able to attract
If you want to do SEO correctly, take it one step at a time and be patient
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:
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):
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:
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.
If you’re like most ecommerce businesses, you’ve already established some form of social media presence. Most ecommerce companies share images and videos of their products to get them seen by more internet users, develop a following, and direct potential shoppers to their website. However, this is only one dimension of a social media strategy .
Here’s our guide on how ecommerce brands can use social media to develop a following, directly influence sales, and improve the customer experience. We’ll share examples from each social media platform, plus best practices and actionable tips to help you get started or refine your existing efforts.
How to use social media in ecommerce: 6 impactful ways
Most ecommerce stores start using social media to share photo and video content with the hopes of growing their audiences. However, that’s only one way you can use social media in ecommerce.
Here’s a more comprehensive list:
1) Organic social media marketing
Organic social media marketing includes posts from your social media accounts that you’re not paying to promote as an ad. This will be the bulk of your social media posts — your daily updates, photos, and videos. The advantage of organic social media marketing is that it’s free to use on platforms like Instagram, TikTok, Twitter, and Facebook. This kind of non-paid posting is a form of content marketing.
The main goal of organic posts is to build brand awareness on social media platforms. This is an opportunity to showcase your brand, products, and unique voice and build a following.
Organic social media marketing can includes posts about:
New products or services
Sales and promotions
Your products in action
For example, here is a post from lingerie brand Parade promoting their sleepwear line. It’s a series of photos modeling the line and a caption that highlights the brand’s unique selling proposition of fun, comfy, and sustainable clothing. Without paying to boost the post as an ad, Parade reached their target audience who know and love the brand.
2) Paid social media advertising
Every major social media platform has an option to place ads. This can be done by either boosting an existing post from your feed or by crafting a brand new post to be placed as an ad.
The cost of this varies by platform but they all offer sophisticated metrics to track the success of your ads. Platforms typically also let you select and refine a target audience to make sure the right people see your ad.
While ads used to be a major strategy for direct-to-consumer ecommerce brands, this is no longer the case due to the rising cost of advertising on Instagram, Facebook, and other social media platforms.
Paid social media advertising may cost money, but the advantage is that the ads are promoted beyond your existing following to social media users who may not have even heard of you. It’s a great way to expand your following and reach potential new customers. Paid ads can be used to promote products or sales.
Here’s an example from Facebook of an ad from plus-size retailer Torrid promoting their Black Friday sale. Note that the post is marked as “sponsored” which tells users this is a paid-for ad.
3) Social commerce
Major ecommerce service providers such as Shopify and BigCommerce have integrations with social media platforms that allow merchants to list products for sale right on the platform.
The goal with social commerce is to make it easier for followers to convert to customers. Rather than seeing an item in an Instagram post and having to navigate to the website and search for it, social media users can find the item on Instagram itself and make a purchase, leading to faster conversions.
That seamless shopping experience is incredibly valuable. According to Insider Intelligence, social selling sales are expected to reach $45.74 billion in the US for 2022. As well, half of US adults are expected to make a social commerce purchase.
This is an example from jewelry brand Mejuri. On this Instagram post, they have tagged products from the photo that they’ve uploaded to their Instagram catalog.
When a user clicks on one of these product pins, they’re brought to another page where they can easily navigate to a purchase link either on the ecommerce website.
4) Customer service
Social media can be used as another channel to connect with customers and solve issues or give customers the information they’re seeking. This can be done through comments or direct messages (DMs) on various social media platforms.
Many customers prefer to contact brands directly on social media rather than going through traditional channels like calling or sending an email. Responding to these messages meets customers where they’re at, creating a more seamless customer service experience.
Many brands use Twitter, for example, as a place to provide customer service. Have a look at David’s Tea. While their main feed is organic posts promoting products and brand awareness, their replies show them engaging with customers.
Here are two examples. In the first reply, they help a customer find a location. In the second, they help a customer track down their order.
Social listening is tracking mentions and discussions of your brand on social media. This can be achieved with something as simple as searching for your brand name on social media or by using a more sophisticated social listening tool.
Customers won’t always tag your brand directly on social media, so social listening will reveal more than simply checking your mentions. You can take this a step further by also looking for mentions of your industry and competing products and brands.
The purpose of social listening is to see how users talk about your brand, whether good or bad. This provides valuable insight into what customers want from you, what problems you can address, and what your competitors are offering that you don’t.
For example, if you sell matcha powder, you could keep track of mentions of “best matcha powder” on Twitter. Looking at the results, you would see:
Influencer marketing is engaging with social media personalities to promote your brand to their audience. Typically influencers are offered either payment or free product in exchange for showcasing your brand.
Influencer marketing gets your brand in front of new eyeballs but it’s also a proven way to convert new customers and build trust. According to Matter Communications, 61% of buyers are more likely to trust a recommendation from a friend, family member, or influencers on social media.
For example, here’s a sponsored post from beauty influencer Mikayla Jane. She’s promoting Briogeo hair care and tagged the post #briogeopartner.
It seems like a new social media platform pops up approximately every few months, and it can be a lot to keep track of. Every ecommerce business has to start somewhere, and that place is probably on the list below.
If you’re a smaller brand, choose one or two platforms based on your target audience’s preferences (which we share below). You’re far better nailing one platform than barely gaining traction on five.
These are the most attractive social media platforms for ecommerce marketing.
If nothing else, it's great because more than a third of the earth’s population is active on the platform monthly. Facebook may have its problems, but there’s no arguing with that reach. Facebook Shops are also worth investigating for on-platform social commerce.
Example: GoPro uses Facebook to share videos sent in by customers
The videos not only showcase the capabilities of the product but gets customers excited at the possibility of having their videos shared to GoPro’s huge audience.
Twitter
Born as a short-form, text-driven social platform, Twitter is more about ideas and conversations than it is about ecommerce. It was very late to the ecommerce game, officially launching Twitter Shops in 2022. The platform also has a smaller user base and a very skewed demographic (heavily male, urban, and college-educated).
Why Twitter is great for ecommerce brands
Twitter is great for connecting with fans and building brand awareness (Remember Wendy’s?), but it’s not the best sales platform unless you’re selling products that really resonate with Twitter's specific demographic.
Example: ASOS has over a million followers on Twitter and regularly posts memes and other fun posts
This is a great place for organic social media marketing and engaging in trends, like this meme format, builds brand voice.
Pinterest
Pinterest calls itself a “visual discovery engine” where users can find all kinds of stuff and pin it to one or more boards. People use it to store recipes, fashion inspo, décor trends, and all sorts of other things — including your products if you leverage the platform properly.
Why Pinterest is great for ecommerce brands
Social media marketing on Pinterest is vital, but it’s a little different than on the biggies listed above. Shopify put together a Pinterest Marketing 101 guide that’s worth a look. Key highlights include that 90% of Pinterest users use the platform as a part of their purchasing decision process. Be aware that Pinterest users skew heavily female.
Example: Ruggable is a popular brand on Pinterest and regularly posts home decor images
It’s a great use of the platform because Pinterest is all about inspiration and Ruggable posts collections that tie into different decor aesthetics.
Instagram
The visual-first sibling to Facebook is heavy on photos, carousels, and videos and is comparatively light on text. Its user base is also in the billions, though not as large as Facebook’s. The visual-forward nature makes it a great fit for social ecommerce.
Why Instagram is great for ecommerce brands
Businesses can create an online store on Instagram and include products in collections. U.S. customers can purchase directly from this store without leaving the Instagram app. Stores can also show off their products in attractive ads that take up the entire dimensions of the news feed.
Example: Makeup brand ColourPop uses Instagram to post photos of customers and influencers wearing their products
Instagram is all about aspirational imagery and these posts inspire potential customers to purchase the products to recreate the looks they see.
TikTok
TikTok is the new king of short-form video content, which can be extremely easy to create — but very complicated to create in controlled, professional ways. It’s a great platform to generate buzz and has high virality potential.
Why TikTok is great for ecommerce brands
TikTok is about exposure, connection, and virality. It’s not about direct ecommerce, as it recently shelved its attempt, TikTok Shop. However, you can link your online store to your TikTok for Business page and sell via advertising and social sharing.
Example: Gymshark uses TikTok to post funny inside jokes about gym culture
Getting users to laugh is a great way to have a TikTok go viral and these videos also showcase Gymshark apparel without directly selling them, which doesn’t play well on the platform.
Snapchat
Snapchat’s original differentiator, messages that disappear after a time, doesn’t seem like a natural fit for ecommerce, but the platform has evolved quite a bit since launch. With a smaller, younger user base, Snapchat isn’t for every ecommerce seller. But its advertising tools are flexible and robust, ranging from photos and videos to ad-based lenses and filters.
Why Snapchat is great for ecommerce brands
If you’re marketing to Gen Z and the youngest portion of the millennial cohort, Snapchat is worth a look because its user base is concentrated in those ages.
Example: Fashion brand Shein posts young influencers showing off their products
This takes advantage of Snapchat’s “shop” button so potential customers can immediately purchase the items they see.
Benefits of using social media to market your ecommerce store
Why use social media marketing at all for your ecommerce store? The obvious answer is sales, but there are several other benefits, too.
Social media marketing can:
Help your brand reach a wider target audience than traditional marketing
Expand your brand’s social trust
Offer customer support where your customers already are
Strengthen your brand through non-product content like memes and user-generated content
Increase online store traffic by driving clicks
6 best practices for using social media for ecommerce marketing
Getting your brand on the right networks is the first step, but real success requires doing the right things once you’re there. Follow these best practices to enhance your ecommerce marketing efforts on social media.
1) Optimize your bio for discoverability and links
Social media networks typically offer you only one place to put a link to your ecommerce website in your bio.
Rather than simply linking to the front page of your store, you can use a “link in bio” tool to maximize the potential of that one link. Tools like Later, Linktree, and Shopify’s LinkPop let you curate a list of links on a landing page. Using this, you can link to particular sections or product pages..
When it comes to writing your bio, keep it short and snappy but also by include keywords relevant to your brand for good search engine optimization (SEO).
Ohh Deer’s Instagram is a great example that:
Hits all the major key words (Cards, Stationary, and Gifts)
Explains why they’re unique (collaborating with artists)
Repurposing social content across networks is a good idea, but simply republishing content isn’t. Facebook users have seen the Reels that clearly came straight from TikTok, and screenshots of Tweets make the rounds elsewhere. But for the greatest reach, build your repurposed social content in native formats for each social media platform.
Reels are huge on Instagram, for example, but are ancillary at best on Facebook. Vertical video is just right for Instagram but looks off on Facebook, etc.
3) Share user-generated content like pictures and videos
Are your fans talking about you on social? Share those posts (with permission, in some cases)! Real people love seeing other real people more than yet another social ad (sorry, but it’s true), so use it if you got it.
Social listening is the best way to find user-generated content, so regularly search for your brand on social media platforms or make use of a tool like Hootsuite to keep tabs on your mentions.
For example, skincare brand Blume uses before and after photos taken by users to show the effectiveness of their products.
4) Add relevant hashtags and tags to increase discoverability
Hashtags work a little differently on each platform, but they’re worth using anywhere that accepts them. On many networks, hashtags are clickable or tappable, allowing users to discover other posts sharing that hashtag. This means that people clicking a hashtag from another brand’s post could end up on yours, no advertising dollars required.
Similarly, tagging customers featured in user-generated content, celebrities seen using one of your products, or other brands can expand the reach of your social media profile.
For an example, look at this post from cereal brand Magic Spoon on Instagram.
In a separate comment, they’ve inserted a series of hashtags to help those who follow certain diets discover their post.
5) Include shoppable links when you post about products
Many social media networks allow brands to add tags or links to let customers directly shop for products from posts.
Shopify, for example, allows brands to upload a catalog of their products to Instagram and Facebook and tag products as shoppable links. That seamless experience means a faster checkout and higher conversions.
According to a Sprout Social report about pandemic shopping habits, 68% of customers made a purchase directly from social media in 2021. Also, virtually all shoppers — 98% — plan to make a purchase through social shopping or influencers in 2022.
6) Combine organic and paid strategies
Organic social traffic happens based on user actions: shares, likes, comments, and discovery-based clicks (reels, pins, hashtags, and more). You don’t pay for that traffic — beyond what it costs to create content. Paid social strategies are (can you guess?) anything you pay for in terms of ads.
Both have strengths and weaknesses, but the best approach is to combine them to yield better results.
For example, you might use paid advertisements to boost posts beyond their organic traffic. Then you might personalize interactions via direct messages with the users that contact you after interacting with a boosted post.
5 tips to use social media for a better customer experience
Social media marketing strategy is important, but it’s only the tip of the iceberg for how your brand can grow with social media. Consider leveraging social media to improve your brand's customer experience.
Below are several tips for accomplishing this. Note that some of these tips won’t be possible with the stock tools various social networks provide to businesses; you’ll need to add external apps. Shopify store owners should check out these 11 powerful social media apps for Shopify.
1) Let customers contact customer support through social media
Social media has made brands even more available to consumers, so much so that people expect near-instant availability from most brands. Not only that, customers want to reach brands on any and all channels — whichever is convenient at the moment.
A helpdesk like Gorgias streamlines this by pulling in comments and messages from Facebook and Instagram, into one shared inbox. That means your customer service team can quickly respond to customers from one location.
2) Engage customers who didn’t even reach out to your brand directly
Social monitoring looks at brand mentions on social media beyond the scope of direct messages. Sometimes, in your social monitoring efforts, you’ll notice a complaint or a flat-out inaccurate claim about your ecommerce business being blasted online.
It’s often worthwhile to reach out to these customers in a visible way (such as a tweet reply or comment reply). Doing this gives you the chance to set the record straight on any factual inaccuracies, and you just might turn a frustrated detractor into a satisfied fan.
3) Move escalated conversations to private channels
Explain that customers are likely to share bad experiences online, and when they’re escalated, you want to manage the interaction privately. Acknowledge their issue in the public channel but move it to DMs or email ASAP. To avoid violating privacy policies, ask customers to send you a message to start the conversation.
4) Welcome new followers with a DM (and a discount!)
When a new customer follows you on social, it usually means they’re expressing interest in your brand. They’re statistically much more likely to be potential customers (or existing ones) than the average social user, so don’t leave them in the cold!
Rather than waiting for them to reach out, you can proactively make the first move.
Read our post on welcoming customers proactively with a DM to learn how beauty brand Glamnetic lifted revenue with this digital marketing strategy, and how you can pull it off, too. Not sure what to say? Just say hey, introduce your brand, and sweeten the deal with a new follower discount code.
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Upgrade your customer experience and social media marketing with Gorgias
Social media marketing for ecommerce stores is a broad discipline with significant potential to increase sales and revenue, build social trust, and enhance your brand’s presence online. Mastering social media marketing isn’t easy, but the results tend to pay for themselves many times over when you do it right.
One thing you’ll need to succeed in social media marketing and social commerce is the right set of digital tools. Without them, posting and interacting via social at scale can quickly become overwhelming.
Gorgias is the customer support and helpdesk platform built for ecommerce platforms. Gorgias helps brands respond to social media support messages and comments from within an all-in-one customer service platform, with access to rich data on existing customers, powerful automations and scripts, chatbots, and more.
Gorgias also integrates with social media marketing apps like Recart and ShopMessage, helping you leverage your social efforts even further.
Today, a wide range of software solutions exist to help ecommerce business owners better manage every aspect of their online store. However, creating the ideal technology stack for an ecommerce store is often easier said than done. To help you put together a tech stack that’s best suited for your unique business needs, we’ll review some of the top ecommerce tools on the market today, grouped by category.
First, we’ll walk through what you need to know about building a powerful, easy to use ecommerce tech stack — without breaking the bank.
What is an ecommerce tech stack?
An ecommerce tech stack is the collection of digital tools, software applications, and platforms that an online store owner uses to run their business. These tools work together to optimize day-to-day tasks — across sales, marketing, customer service, order fulfillment and returns, payment processing, and other key areas — and reveal customer insights that can fuel growth.
If you’re curious about an ecommerce brands’ tech stack, try searching on builtwith.com, which scans the back-end of any website to see what technology it uses.
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Factors to consider as you build your ecommerce technology stack
Today, ecommerce store owners have a broad range of solutions to choose from when it comes time to build their ecommerce tech stack. However, an abundance of options can also make selecting the best solutions a challenge. Here are the most important factors to consider:
Cost
An ecommerce tech stack can consist of anywhere from 3-5 core tools to more than 20, depending on the size of your operations and how you approach the process. It’s vital to set a budget and keep it in mind as you weigh different solutions and plan tiers. If possible, balance it against the return on investment (ROI) for the particular tool or feature set (more on that later).
Compatibility
Ideally, you’ll create a digital ecosystem of tools that integrate seamlessly and transfer data quickly and reliably. The ecommerce tools you consider should allow you to combine the features of multiple solutions, either through direct integrations or third-party integration tools.
Ease of use
While all ecommerce solutions come with some degree of a learning curve, it's a good idea to prioritize user-friendly tools that are easy to install, set up, and use. Look for a knowledge base with tutorials and FAQs; expert-led training options can also help.
Customer support
Make sure the support solution aligns with your business hours and the channels you prefer, like email, phone, or live chat. Choosing a solution that’s backed by excellent customer support means you’ll have a reliable source of assistance if or when issues arise.
Determining the order of tool additions
Building the right tech stack, complete with all the tools and features your store could possibly need, doesn’t happen overnight. It’s best to focus on testing and approving the tools you truly need for your day-to-day operations. That way, you know that any other software or hardware you’re considering should integrate nicely with your must-have tools.
For starters, an online store hosting platform will be the cornerstone of your ecommerce tech stack. From there, it’s up to you to decide which tools you add next.
We’ve seen that many ecommerce store owners choose to prioritize their sales and marketing tools — after all, many of the other solutions on our list won't offer much value if your online storefront isn't attracting customers or ready to manage payments. Big picture solutions or add-ons, like the top tier of a user analytics tool or premium page themes, can come later on.
Ensuring compatibility between tools
When it comes to building the best possible ecommerce tech stack, integrations are key. Choosing apps that sync with one another allows information to flow seamlessly between them, cutting down on manual labor and user error and letting you get the most out of your stack.
Most software platforms have an integrations or apps page where they list their official integrations. For instance, the Gorgias Apps page has a categorized, searchable database of the 80+ apps that integrate with its platform. For apps that don’t directly integrate, a tool like Zapier lets you easily set up workflows between them and doesn’t require much tech expertise to use.
An email marketing platform that connects with your order fulfillment platform, for example, can enable you to send automated order tracking updates to your customers personalized with their name. A customer service solution that integrates with your social media marketing solution, meanwhile, can allow you to turn your social media channels into customer service channels.
A connected ecosystem provides far more value and functionality in the long run. By looking for compatibility between tools ahead of time, you can build an ecommerce tech stack that’s much more than the sum of its parts.
Balancing your tech stack budget against potential ROI
Fortunately, the money you invest into building tech stack doesn’t disappear into thin air — it will offer real value and unlock revenue opportunities. As you consider the cost of different tools, it’s a good idea to weigh it against the potential ROI of each tool.
At a high level, you can determine the potential ROI of each tool by weighing the expenses for a given time period — such as monthly subscription costs, licensing fees, additional users, and training or setup fees — against the potential gains. It can be tough to put the positive value of using a new tool into figures, however, consider gains like increased sales or reduced labor costs to start.
We recommend creating an optimistic estimate (lowest cost and highest return) and pessimistic estimate (highest cost and lowest return) to get closer to an accurate number. For example, if your optimistic estimate suggests that an email marketing tool will increase your store's cash flow by 10%, then you could factor this estimated ROI into how much of your budget is allotted for this tool.
The first solution that you will need to choose before you can get your ecommerce store up and running is a hosting platform. Hosting platforms allow you to build a custom ecommerce website — regardless of your coding experience — using simple drag-and-drop commands.
Plug-n-play hosting platforms also offer services such as website hosting, website security, and payment processing on your behalf. If you would like to get started building your own ecommerce store using an ecommerce store hosting platform, here are the top platforms to consider:
Shopify
Arguably the most recognizable ecommerce store hosting platform, Shopify has certainly earned its reputation as a go-to choice for e-commerce sites. With Shopify, business owners are able to create attractive online stores in a matter of minutes by choosing from a broad variety of starting templates, then adding additional design elements and features from Shopify's ever-expanding library.
Business owners can also integrate thousands of additional features into their online store by making use of the Shopify App Store — a store that sells thousands of third-party apps designed to integrate with Shopify websites.
Pros
Mobile-ready
Choose from thousands of third-party app integrations on the Shopify App Store
Like Shopify, BigCommerce is a web development solution that allows ecommerce business owners to create their own online stores within a no-code environment before offering a full suite of web hosting services that includes site security and payment processing.
With that said, there are a few features that set BigCommerce and Shopify apart. For one, BigCommerce offers a long list of built-in sales features that don't require any additional installation, ensuring that you are ready to start moving products the moment your store goes live. Another nice feature of BigCommerce is that BigCommerce does not charge any transaction fees regardless of the plan that you choose.
Pros
The ability to add an unlimited number of product variants
Magento differs from Shopify and BigCommerce in the fact that it is an open-source platform that is free to download and use. In order to build a website using Magento, though, you are going to need a certain degree of coding experience. The tradeoff for this steeper learning curve is that Magento allows you to build sites that are much more customized than what you could build using Shopify or BigCommerce. Magento also offers hosting services and a broad range of third-party integrations that can be purchased as add-ons.
Pros
Unlimited customization options providing you know how to code
Comprehensive answers to just about any question can be found on the Magento Forum
Unique features
Detailed analytics and reporting
Enhanced product browsing (i.e. the ability for customers to zoom in on product images, the ability to display stock availability, and the ability to display multiple pricing tiers)
According to data from The Drum, the total amount of money spent on digital ads increased 41% in the first half of 2021. If you want to keep up with econnerce industry competition that is increasingly spending more on advertising, it is essential to develop the right marketing strategy for your online store — and a big part of creating an effective marketing strategy is choosing the right ecommerce marketing tools.
From providing insights about your visitors, to helping you conduct keyword research, to helping you manage your email and PPC campaigns, there are a lot of capabilities that come with developing the right ecommerce marketing tool tech stack.
Klaviyo
Klaviyo is a SaaS solution that automates the process of creating and managing email and SMS campaigns. With Klaviyo, you start out with pre-built campaign workflows that you can customize into your own email or SMS campaigns. From there, Klaviyo allows you to create automated triggers and segmented lists for your campaigns that will completely automate the process of sending the right messages to the right customers at the right times.
Pros
An incredibly wide range of pre-built email workflows to choose from
A convenient analytics dashboard that displays key campaign data
Unique features
Multiple automation triggers such as cart abandonment, price drop, back-in-stock, and more
A large library of integrations to pull data from other ecommerce tools and platforms into Klaviyo
Postscript is a tool that integrates with Shopify stores in order to provide store owners with the ability to create and manage SMS marketing campaigns from one centralized dashboard.
Given that SMS messages have a 98% open rate according to data from TechJury, SMS can be a powerful medium to manage, and Postscript provides all of the tools you need to develop and oversee effective SMS marketing campaigns: detailed reporting, tools for growing and managing your SMS subscriber list, and beyond.
Pros
Create up to 65 different automation triggers
Segment your subscribers using 40 segmentation filters, including historical Shopify data, SMS activity, data from app integrations, area codes, and more
Unique features
Create multiple "text-to-join" keywords
Create QR codes that can be used to opt-in to your subscriber list
Google Analytics is a free analytics service offered by Google that is designed to provide real-time insights regarding how users find and use your website. With Google Analytics, you can see where your traffic is coming from, the pages that they visit, how much time they spend on each page, detailed demographics of your website visitors, and beyond. This detailed customer data helps you optimize your online store and marketing campaigns alike.
Google Analytics can also connect with any ecommerce platform and offers an incredibly wide range of other integrations as well.
Pros
Excellent data visualization features
Create custom data reports
Unique features
Perform keyword research using Google Analytics's Search Console
Segment your website visitors and leads for more personalized and targeted campaigns
Canve is a simple, powerful design platform where anyone can design marketing assets for their website, social media, and more. While most designers prefer more powerful design tools, Canva’s extensive template library and simple drag-and-drop editing features make it the perfect choice for small business owners and single-person marketing teams.
Pros
Easy to use, regardless of technical or design skills
Great free model
Unique features
A large template library with pre-sized images for Instagram stories, Facebook banners, and so much more
Great collaboration features to help facilitate brainstorming and feedback
With billions of engaged users all over the globe, social media platforms such as Facebook, Instagram, and Twitter are ripe with marketing opportunities. In addition to solutions for marketing to your social media audience, ecommerce social media management tools can also provide benefits such as automating the process of managing your social profiles and enabling you to turn your social media profiles into customer service channels.
Sprout Social
Sprout Social is an all-in-one social media management tool that offers features like social listening tools for gleaning key insights from your social media audiences, automation tools for automatically scheduling and publishing posts, a centralized inbox for responding to comments and direct messages across multiple platforms, and rich analytics for gauging the results of your social media efforts. If you're looking for a single solution to empower your store's social media strategy, Sprout Social is a wonderful option to consider.
Pros
Offers a variety of powerful tools and features in a single solution
Intuitive and easy to use
Unique features
Social listening tools automatically track and extract key insights from social conversations about your brand
Publishing and scheduling tools enable you to schedule posts for automatic publishing across all major social media platforms
Gorgias's comprehensive customer service platform offers powerful social media management features such as the ability to respond to direct messages, comments, and mentions across platforms from a single dashboard, track sales generated by individual support agents via social media app, and create macros that streamline your day-to-day social media interactions.
Pros
Powerful, user-friendly social media features and integrations built specifically for online stores
Offers a broad range of customer support tools to make Instagram, Facebook, and more part of a stellar customer experience
Unique features
A centralized, user-friendly dashboard for managing social interactions across platforms
Customizable rules and macros powered by customer sentiment detection
With over 146 million active users in the United States alone, Facebook Messenger is one of the most popular messaging platforms in existence. With Recart, ecommerce store owners are able to take advantage of this app's popularity by creating automated Facebook Messenger marketing campaigns. Recart also offers tools for helping you grow your Facebook Messenger subscriber list, as well as SMS marketing and list-building features.
Pros
Makes it incredibly easy to build opt-in popups and automated marketing flows
Offers a range of useful Facebook Messenger marketing campaign templates
Unique features
Enables you to create cart abandonment reminders, welcome series, sales promotions, and a range of other automated Facebook Messenger campaigns
Provides customizable, fast-loading opt-in popups for growing your subscriber lists
Creating an optimized customer experience is a vital goal for all types of retailers, and ecommerce stores are certainly no exception. With ecommerce CRM tools, you can ensure that you are managing your all-important customer relationships in a way that is well-organized and largely automated, freeing you up to focus on other important tasks.
Attentive
Attentive is an SMS and email marketing solution designed to help store owners scale their subscriber lists and engage with those lists in a more personalized manner via enhanced segmentation and targeting. If you would like an all-in-one solution to SMS and email marketing, Attentive can offer everything you need to start building your subscriber lists and generating impactful campaigns.
Pros
Makes it easy to ensure compliance with SMS and email marketing regulations
Strategic guidance and resources designed to help store owners optimize their SMS and email campaigns
Unique features
A design editor that allows you to easily create various sign-up units for your website, social media platforms, emails, and product packaging/in-person marketing initiatives
Build custom integrations using Attentive's Public APIs and developer resources
Ecommerce technologies designed to help you optimize your store's conversion rate and grow its sales can be highly beneficial. Ecommerce sales tools are able to provide a number of capabilities, such as helping you create the ideal sales funnel for your site, helping your sales staff perform customer outreach, and providing you with a wealth of customer data that you can leverage to boost your website's sales.
Certainly
With Certainly, ecommerce store owners can create AI assistants that will guide their site's visitors to recommended products, walk customers through the checkout process, present customers with upsell opportunities, assist with returns, and more. These AI assistants also gather loads of valuable data during their conversations with customers that you can use to optimize the customer experience on your site.
Pros
Create AI-assistant-guided sales funnels for your site
Access much more detailed customer data that is acquired via customer conversations with your AI assistants
Unique features
Certainly Webhook Builder allows you to completely customize your AI assistants
A wide range of pre-made templates to speed up your time to market
Even in today's digital age, contacting customers by phone remains a lucrative sales strategy. With EasyCall, sales teams are able to manage every aspect of phone-based customer outreach from a single centralized dashboard. EasyCall also makes it easy for customers to get in touch with you by making it simple for you to create a business phone number and web-based call center.
Pros
EasyCall can easily integrate with almost any CRM tool
An intuitive call center tool allows for effortless collaboration between your sales and customer support teams
Unique features
Create a web-based call center without the need to purchase any hardware
Make international calls without paying international calling fees
Automating time-consuming tasks such as managing email marketing campaigns or building new features into your website can free you and your team up to focus on other responsibilities. If you would like to leverage the power of automation on your website, here are two great automation e-commerce solutions to consider.
Alloy
Alloy is a no-code automation solution for ecommerce stores that allows you to create triggers and automated flows with ease. Alloy is designed to integrate with a wide range of ecommerce tools and platforms so your system is ready to go when a specific event occurs within your store or one of the apps that you rely on, like a sale, customer message, page view, and more.
Pros
Plenty of customizable triggers, conditions, and executable actions to select from
Capable of integrating with over 100 different ecommerce tools and platforms
Unique features
Offers a variety of pre-built workflows in addition to the ability to create your own, customized workflows
Centralizes data from multiple applications and customer touchpoints
Omnisend is a tool that allows ecommerce store owners to create automated SMS and email marketing campaigns. In addition to templates to help get you started, Omnisdend also offers precision targeting and list segmentation tools, customizable triggers for launching automated campaigns, and in-depth reporting on the results that your SMS and email campaigns generate.
Pros
Easy to set up and use
Affordable pricing plans with a completely free plan that offers up to 500 emails per month
Unique features
A broad range of customizable email and SMS templates to choose from
Automated list segmenting automatically divides your subscriber lists into targeted list segments
Mesa offers a wide range of automation solutions, including automating customer returns, order tracking, creating customer support tickets, and beyond. With Mesa's large library of pre-built automation workflows and its no-code workflow editor, you can build and customize just about any automation you can imagine — regardless of your coding experience.
Pros
Makes it easy to build customized automations using only drag-and-drop commands
A well-regarded support team for helping you make the most of Mesa's many features
Unique features
A no-code workflow editor that allows you to customize Mesa's pre-built automations or create your own automation from scratch
A vast selection of pre-built automation workflows
Once you successfully direct a customer to the checkout page of your online shop, the battle is still far from over. In fact, the average cart abandonment rate across all industries is right at 70% according to data from Baymard Institute. Thankfully, utilizing the right ecommerce shopping cart tools can help you optimize your customers' checkout experience and keep your cart abandonment rate as low as possible.
Shopaccino
One-part shopping cart tool, one-part plug-n-play ecommerce platform, Shopaccino allows you to turn any website into an ecommerce store by providing features such as payment processing, campaign tracking, inventory management, and more. If you are looking for an all-in-one solution for creating and managing your online shop but would rather use your existing website, then Shopaccino is a great option to consider.
Pros
Provides the ability to turn any existing website into a fully functional ecommerce store
Provides APIs for connecting any ERP, accounting system, or other software solution
Unique features
A large selection of free responsive themes to help you get started building your online store
Automatically or manually generate coupon discount codes
Ecwid is a tool that makes it easy to add products and a checkout page to any website or social media profile. Like Shopaccino, Ecwid can be used to turn your existing website into a fully operational online store. Ecwid also makes it easy to sell across multiple sales channels and platforms, including in-person, on your website, or on your social media profiles.
Pros
Easily add products and a checkout page to any existing website or social media profile
Completely free to use
Unique features
In addition to turning any website or social media profile into a point-of-sale, Ecwid also allows you to easily process and manage in-person sales and accept credit/debit card payments on the go or at your brick-and-mortar location
Provides automated marketing features such as automated abandoned cart emails and automated PPC advertising
For brand-new stores, most of the tools listed in other sections will be enough to . However, as you grow, you may need additional web development frameworks to help you customize your store, improve efficiencies, and offer the customer experience your shoppers deserve.
Front-end web development
Front-end web development programming languages help you develop, design, and deploy your ecommerce website. They help make your website more interactive, eye-catching, and user-friendly. The main front-end programming languages are:
JavaScript (JS): Adds more dynamic, interactive elements to your web pages
Back-end web development
If front-end web development is the aesthetics of the house, back-end web development is the plumbing, electricity, and everything else that operates behind the scenes to power the house’s — or your website’s — functionality.
Back-end development is usually custom-built, and requires a few elements:
Operating system: Windows, Linux, or macOS
Web server: Apache, Nginx, Microsoft-IIS
Databases: MySQL, MongoDB, DynamoDB by Amazon, Firebase database by Google, PostgreSQL
Storage: Amazon Web Services (AQS) S3, Firebase Storage by Google
Scripting language: Ruby on Rails, Java, Python, Scala, PHP, Spring, Groovy on Grails
If you’re interested in learning more about technical stacks for ecommerce, consider reading more about some of the most popular:
And if this section on web development went over your head, don’t be alarmed. Most stores get away with simple no-code tools until they mature enough to hire outsourced or in-house developers to support.
The ability to securely and conveniently accept payments from customers is a vital capability for any online store. Thankfully, these payment processing solutions make it easy for you to provide your customers with multiple payment processing options: Think of them like payment gateways that connect your store to flows of funds.
Shopify POS
Shopify POS is a point-of-sale solution designed specifically for Shopify stores. It boasts a variety of advantages for Shopify users, including the ability to sync inventory, payments, and orders across multiple Shopify stores, create discounts and loyalty programs, and offer customers flexible shopping options like local pickup, local delivery, and ship-to-customer.
Pros
Easy and powerful integration with the Shopify platform
Provides useful inventory management tools in addition to payment processing
Unique features
Allows you to process payments online, in store, or on your social media channels
Lets you create detailed customer profiles for use in loyalty and rewards programs
Once integrated into your online store, PayPal allows you to accept both credit/debit card payments as well as payments that are made using the customer's own PayPal account. PayPal also offers convenient point-of-sale devices that enable you to accept credit, debit, and PayPal payments at your brick-and-mortar location.
Pros
Robust security ensures that your customers' sensitive financial data doesn't fall into the wrong hands
PayPal speeds up the checkout process for customers with an existing PayPal account, making it much easier for your customers to complete their purchase and thus reducing your cart abandonment rate
Unique features
PayPal Checkout allows customers to complete their checkout without having to fill in information such as credit card numbers and shipping addresses
PayPal Marketing Solutions provides insights into how your customers are shopping
Like PayPal, Square offers both ecommerce and in-person payment processing solutions. While Square is best known for its point-of-sale devices that make in-person payment processing secure and convenient, Square can also be integrated with your online store to allow you to easily accept credit/debit card payments.
Pros
Slightly lower fees than PayPal and other payment processing solutions
Exceptional point-of-sale devices for in-person sales, including a free card reader
Unique features
24/7 live chat support
Square offers a feature that allows customers to book appointments with your company through its website
Recharge is a subscription billing platform for Shopify stores that allows store owners to sell subscription-based products and services. If you are selling subscription-based goods such as replenishable goods or subscription boxes, Recharge can help you manage the complex billing in a way that is easy and largely automated.
Pros
Detailed analytics and reporting
ReCharge is the only Shopify Plus partner designed specifically for subscriptions
Unique features
A gifting function that allows customers to gift a subscription to another person
Upsell workflows to help increase your average order value
Excellent customer service is a key pillar of ecommerce success. With these ecommerce customer service software solutions, you can integrate live chat customer support into your website, create automated chatbots for handling common questions and customer support issues, and automate other time-consuming elements of customer support.
Gorgias
Gorgias is an all-in-one customer service solution built specifically for merchants in the ecommerce industry.
The tool provides live chat customer support capabilities and self-service options such as a dedicated help center and knowledge base. This platform also offers a wide range of automations and macros for automating much of your customer service responsibilities. If you are looking for a comprehensive solution to ecommerce customer service that will save your customer support team time and resources and give your customers the help they need, Gorgias is an excellent solution.
Pros
Gorgias centralizes all of your multichannel support tickets in one place, allowing your customer support team to edit orders, modify subscriptions, and refund payments without leaving the helpdesk
Can connect with Shopify, BigCommerce, and Magento stores to bring your products and shopper history right into the helpdesk
Unique features
Live chat customer support with the ability to automatically message customers first during key events
Macros and rules that allow you to automate customer service tasks such as providing shipment updates or creating customer support tickets
Stella Connect is a tool designed to help business owners manage remote customer support teams. With Stella Connect, you can manage your entire customer support team from one centralized dashboard, or integrate with Gorgias for an even more robust solution for remote teams. You can also schedule one-on-one meetings with customer support agents, provide agents with real-time customer feedback and more, making Stella Connect an excellent choice for business owners who rely on remote workers as their customer support staff.
Pros
Centralizes and streamlines all aspects of remote customer support team management
Provides detailed customer data that you can use to improve your customer support performance
Unique features
Create and implement automated customer support workflows
Create rewards and incentive programs for customer support agents
Installing chat tools on your website is one of the best ways to boost order value while making customer support more convenient for your customers. In fact, nearly 80% of businesses say offering live chat features has positively impacted sales, revenue, and customer loyalty.
Chat solutions for ecommerce stores can come in two different forms: live chat and automated chatbots. Implementing a live chat solution lets customers connect with a live support agent via a chat widget on your website. Chatbots, meanwhile, are AI-powered chat tools that auto-reply to common customer questions and issues according to rules you create and macros and resources you build ahead of time.
In both cases, ecommerce chat tools can be a powerful way to make your support channels more accessible to customers while reducing the workload of your support team. Here are the tools that can help you do it.
Gorgias
Gorgias offers a fast-loading and easy-to-install live chat widget that lets customers easily connect with a support agent any time they visit your website. In addition to live chat widgets built into your ecommerce store, Gorgias also gives you the power of live chat support via Facebook Messenger and SMS. For common questions and issues, Gorgias offers rules and macros that can be used to create automated responses, allowing you to quickly address the questions your brand receives most and turn them into sales opportunities.
Pros
Gorgias's fast-loading live chat widget won't slow down your website
Your live chat support agents can manage conversations across multiple platforms from a single dashboard
Unique features
Provides support agents easy access to key details, like shopper history and inventory levels, during any live chat conversation
Allows you to automatically trigger live chat campaigns based on a variety of events and customer actions
Includes customer sentiment tools to automatically sort chat-based requests by priority and keep tickets organized
Ada is a solution that provides AI-powered chatbots for customer experience, sales, and support purposes. In addition to automated customer support chatbots that are able to address common questions and issues, Ada offers chatbots that will proactively engage customers when they visit your store. These proactive outbound messaging chatbots can be used to automatically deliver timely content to customers that is personalized based on their actions and interests.
Pros
No-code automation and one-click integrations make Ada easy to set up and use
Chatbots deliver personalized responses based on customer data that feel like an interaction with an actual human agent
Unique features
Intent and sentiment detections for delivering relevant, personalized responses
Capable of automatically routing customer inquiries to your sales or customer support team
Managing returns and shipping is a hassle that most online store owners would rather do without. Fortunately, there are high-quality tools available that allow you to automate many of the responsibilities associated with handling shipping and returns. By providing customers with self-service return options, automatically sending out shipping updates, and more, the following two tools can go a long way toward streamlining the logistics side of your business.
ReturnLogic
ReturnLogic is designed to automate the entire returns process by enabling you to create automated return workflows, automatically updating your inventory, and making it easy for you and your customers alike to track the status of returns. ReturnLogic also provides complete visibility to your customer support team, making it easy for them to access a customer's purchase history and issue refunds and returns.
Pros
Creates a completely transparent returns process that is easier for both your customers and support agents to navigate
Provides analytics on your returns that you can use to lower your return rate
Unique features
Barcode scanner functionality that allows you to update the status of a returned item with a simple scan
3PL and ERP integrations that allow you to seamlessly connect ReturnLogic with your existing inventory management systems or logistics provider
Wonderment is an order-tracking platform that seeks to reduce customer support tickets regarding order status by providing customers with automated shipping updates. With Wonderment, you can automate shipping notifications via email or SMS, send internal notifications regarding delayed or lost orders, and create custom, fully-branded shipping alerts.
Pros
Seamless and customizable shipping update automation options
Helps stores be more proactive about resolving issues that could otherwise lead to customer support tickets
Unique features
View the status of all of your shipments from one dashboard
Integrates with Klaviyo, making it easy to send customized and automated shipping update emails
Encouraging exchanges for returned products rather than refunds is a great way to reduce the often substantial impact that product returns have on a store's bottom line. With Loop Returns, online store owners can create a customized product return portal where customers can return their purchases and manage exchanges without needing to contact the support team, among other helpful features.
Pros
Customizable product return portals allow customers to manage returns themselves and reduce your support team's workload
Meaningful metrics provide insight into your returns and refunds and identify supply chain, positioning, and other issues
Unique features
Enables customers to automatically apply the value of their return to any order using the "Shop Now" feature
Allows you to apply variable bonus credits to customers who choose to exchange their returned product
More of a logistics service provider than an application, ShipBob is a service that allows ecommerce store owners to ship their products in bulk to ShipBob warehouses across the country. Once you've delivered your products, ShipBob then takes over all inventory management and order fulfillment responsibilities on behalf of your online store — picking, packing, and shipping products to customers as they're ordered.
Pros
ShipBob completely eliminates the burden of order fulfillment, including managing product returns
Strategically located warehouses allow you to offer faster shipping to locations across the country
Unique features
Includes built-in reports and analytics that provide a window into product performance
Offers a comprehensive help center that will help you master the platform and resolve any issues that you might experience
Providing customers with the ability to easily track their shipments is one of the most important parts of creating an optimized post-purchase experience. With AfterShip, you can create customized order tracking pages that allow customers to follow the location and status of their orders on your website. AfterShip's user-facing dashboard also enables you and your staff to easily monitor purchases and returns.
Pros
Simplifies the tracking of purchases and returns for both your staff and your customers
Plenty of customization options make it easy to create tracking pages that are on-brand and optimized for your store theme
Unique features
Provides a range of automated post-purchase workflow templates, such as shipping notifications
Provides detailed analytics around your shipping performance and post-purchase experience
Add Gorgias to your ecommerce tech stack to give your customers the top-notch service that keeps them coming back
From boosting your sales to streamlining the customer support process, creating a tech stack for your ecommerce store that is complete with the best ecommerce solutions can offer a wide range of advantages. At Gorgias, we are committed to helping our clients improve the quality of their customer support while at the same time making their entire customer support process more efficient with our industry-leading ecommerce customer support solutions.
See for yourself how Gorgias can help you provide your customers with the service they deserve — try out Gorgias today!
Does your business have an ecommerce upselling strategy in place?
If not, you’re leaving money on the table.
Ecommerce upselling involves selling higher quantities and more expensive products to shoppers who are already considering a purchase. And for most ecommerce companies, the bulk of upselling and cross-selling happens when the customer support team interacts with customers who are already on your site or have already purchased an item. One reason is that returning customers spend 67% more than first-time shoppers, according to Bain and Co. Plus, it costs about five times more to acquire a new customer than it does to retain one.
In other words, chasing after new customers is expensive and brings in lower-value sales. Upselling, cross-selling, and customer-experience strategies to keep customers coming back — and spending more and more each time — is more profitable.
Whether you’re just starting to explore upselling or it’s time to retool your current efforts, these 11 best practices can improve your efforts and help you reach greater results.
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What is ecommerce upselling?
Ecommerce upselling is a sales technique of allowing customers to purchase a higher-priced item instead of the item they selected from your ecommerce store, to convince the customer to spend more money. When successful, ecommerce upselling provides additional perceived value to the customer and nets your store a higher sale price (and higher profits). A simple example is a shopper deciding to get an expensive camera after initially coming in for a more basic model.
Ecommerce upselling is the digital equivalent of old-fashioned, in-person upselling. Instead of speaking to an in-store associate, customers get recommendations from pop-ups, customer support agents, and other prompts throughout your website: usually on product pages, in the cart, or at checkout.
Here’s an example. Say you’ve launched an ecommerce venture that sells high-end, organic toothpaste. A customer adds a single tube of toothpaste to their cart and heads to checkout. At the checkout page, you trigger a pop-up that offers:
Buy 3 tubes and save 20%!
Or perhaps:
Try Our Variety Pack, Get One Tube Free!
You could create an endless variety of deals here, but you get the idea: You’re offering customers more (usually with some kind of discount or value proposition) to entice them to spend more and increase your average order value (AOV).
What is ecommerce cross-selling?
Ecommerce cross-selling is a similar sales tactic where you strategically recommend add-ons related to whatever the customer has put in their cart. The goals are the same: higher ticket value, greater sales, and greater customer satisfaction. Instead of upgrading to a fancy camera, a shopper who accepts a cross-selling offer might also buy a roll of film and an extra battery in addition to the basic camera.
If the camera example above doesn't make sense, let’s go back to our toothpaste company. A great example of cross-selling would be something like this:
Got toothpaste? Don’t forget the brushes! Add 3 bamboo brushes for just $5!
For this brand, other great cross-selling opportunities could include floss, electric toothbrush heads (assuming you sell an electric toothbrush), and maybe even night guards. All appeal to health-conscious customers looking for oral hygiene products.
What is the difference between cross-selling and upselling?
Upselling and cross-selling are similar concepts, but the terms aren’t interchangeable.
With upselling, you’re offering the customer more of a product or a better version of a product at a higher price point. If the customer bites, the upsell item replaces the original item in their cart.
For a real-life example of upselling, think of Apple. Each of their products has multiple storage levels, premium versions, and newer models they could (and do) push customers toward.
With cross-selling, you’re offering the customer additional products, usually related items that work in tandem with that original item. Cross-selling opportunities don’t replace the original item but stack on top of it.
For a real-life example of cross-selling, think of Amazon. No matter what you buy — or even look at — you’ll inevitably be shown a “People also bought…” section. It’s usually full of on-topic and useful add-ons, like battery packs or chargers for phones or cables and USB mice for laptops.
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11 quick ecommerce upselling tips to drive more revenue
Whether upselling is new for your ecommerce business or you’re looking to retool your existing upselling strategies, check out these eleven quick tips that can help you drive more revenue more effectively.
1) Use tools specifically built for ecommerce upselling
For small and medium ecommerce businesses, using a tool that’s already done the work of building out support for ecommerce upselling is the single most important step to take.
Dynamic, beautiful, frictionless upselling is prohibitively complex to create on your own, requiring a serious resource outlay for even the largest ecommerce sites. But several ecommerce platforms have already done this hard work and make upselling and cross-selling easy to implement for any vendor using their platform.
Many Shopify stores already take advantage of upselling thanks to the company’s smooth interface enabling the offering. If you’re a current or prospective Shopify user, check out 30+ of the best Shopify apps to boost your performance.
Some of our favorite Shopify apps for upselling include:
One Click Upsell which automatically gives customers recommendations at checkout in a single click
AfterSell Post Purchase Upsell which presents buyers with opportunities to purchase more items throughout the post-purchase experience
Not a Shopify user? We’ve created similar guides for BigCommerce and Magento. Check out the best extensions for BigCommerce or the best extensions for Magento and start powering up your store today!
2) Incentivize your customer support agents to recommend products
Your customer support agents speak to customers more than anyone. They have a huge opportunity to drive sales — up or down, depending on the quality of service — for your brand.
Here are a few examples of moments when customer support agents can cross-sell or upsell clients:
When a customer leaves a positive product review, you can offer them a discount for their next purchase as a thank you
When a customer asks to return an item, you can urge them to opt for an exchange instead (with a different product recommendation they might prefer)
You can include dynamic product recommendations in your email signatures
You can give relevant product recommendations to customers lingering on your site via live chat — more on that below
If you use Shopify, Gorgias makes giving great product recommendations easy thanks to our integration with the product picker, which lets agents add product recommendations to tickets without leaving the helpdesk:
Agents will pursue more product upsells and cross-sells with the right incentives, so we encourage larger teams to reward agents for driving revenue. Measuring the amount of revenue generated by customer support is challenging, which is why we built the revenue dashboard in Gorgias, which gives you a breakdown of revenue metrics, such as tickets coveted by each agent or your team’s conversion rate:
3) Show off your best-selling and relevant products
Using products that have already sold well in the past will significantly improve the chances of cross-selling or upselling.
For upselling, this isn’t the place to push your most exclusive, niche products. Focus on popular upgrades instead, ones in the same price range as whatever’s in the customer’s cart. People looking to spend around $20 might be convinced to spend $30 or $35, but they’re unlikely to jump to a $250 item no matter how amazing it is.
For cross-selling, make sure you’re using highly targeted, highly useful products, and make sure they’re already good sellers. If you’re selling whole coffee beans, a hand or electric grinder makes great sense. A nice $50 manual brewer (like a siphon or AeroPress) might make sense too.
But a $999 espresso maker? Not so much.
Likewise, aim to recommend similar products whenever possible. A related product is anything that compliments the product in the customer’s cart or a product that better satisfies the customer need that drove them to add the original item.
4) Use proactive live chat to suggest products at key points in the customer journey
If you use live chat for customer support, you may be able to start conversations with website browsers proactively. This allows your customer support team to speak when they’re deciding whether — and how much — to purchase. Your customer support team can answer questions that get, recommend products, and offer discounts to drive a sale.
We call these proactive chats “chat campaigns” and recommend designing them around key points of the customer journey. For instance, if a customer spends a lot of time on your website without adding an item to their cart, you can fire a live chat asking whether they need any help finding a product:
Likewise, you can message customers if they add a product to their cart but don’t place a purchase for a few minutes. You can open the door for them to ask any questions that might be stopping them from making a purchase:
Or, to bring it back to cross-selling, you can offer product recommendations and discounts to motivate shoppers to add more items to their carts:
The possibilities of chat campaigns are wide-ranging. If you want to learn more, book a demo and ask about the many ways Gorgias’ live chat can drive sales on your site. Or, if you want to spend more time researching live chat, check out one of these resources:
5) Optimize the post-purchase experience to cross-sell, announce new products, and plug other promotions
Your post-purchase experience is everything that happens after a customer completes a purchase, from the digital receipt they receive to follow-up marketing materials.
Consider using your purchase confirmations as a place to send out product recommendations, discounts, announcements about new products, subscription offers (“Never run out again!”), or whatever else makes sense for your business model.
Strict upselling is likely out at this point (they already bought the original item), but you have all sorts of opportunities for convincing that customer to spend more with you during an extended sales session.
You can manually chase after customers post-purchase, but those efforts will be disorganized and time-consuming. Plus, you might run into trouble if you try to cross-sell a customer that’s dissatisfied with their purchase. Klaviyo is one of the best tools on the marketing for email and SMS marketing (plus, it integrates with Gorgias to help you unify your customer support and marketing).
And if you sell subscription-based products, Recharge (and its Gorgias automation) can help you manage your subscription customers and put them on larger plans.
6) Reduce the number of clicks wherever possible
The best upsells and cross-sells are the ones that feel smooth and simple. You want to keep your upselling tactics subtle, not pushy, and make sure your tech tools and partners enable a smooth and frictionless experience.
All it should take is a click or a tap, maybe two, for the upsell to be completed. Anything more complex than that could start getting in the way and might even drive customers away out of frustration or “move on” syndrome (they move on to another tab or app and never come back).
One approach to one-click upselling is to target customers who have already added items to their cart and even inputted their credit card information. Then, your buyers can click to add the item to their cart directly, rather than having to go to that item’s product page, add it to the cart, and then checkout. It’s kind of like an easy-to-grab candy bar put right next to the checkout counter.
Here’s an example from Little Poppy Co., a brand that smartly tries to upsell shoppers with a subscribe-and-save option during the checkout flow:
If you use Shopify, One Click Upsell can add this functionality to your store.
7) Offer only two or three product options
Next, make sure you aren’t overwhelming new customers with too many choices. At the point where a customer is ready to put a product from your online store in their cart, they’re already pretty far down the purchase path. Whether you’re cross-selling or upselling, keep your set of upselling options small — no more than three at most.
Why? Because successfully upselling products needs to feel like simply making a better choice — not like going back to square one and comparing a half dozen new options.
Make your upsell offer clear and concise so you can have the best chance of increasing that cart value without frustrating or confusing your users.
8) Offer discounts and specials while upselling
Next up is a crucial upselling strategy: You’ve got to sweeten the pot. Use discounts and specials to motivate your customer to action.
Yes, discounts cut into your bottom line, but their ability to attract customers and increase revenue is undeniable. Simply build the discount into your asking price, and all is well.
Think of it this way: If your customer came to your site intending to purchase a single tube of toothpaste or a pound of coffee or a bucket of protein powder, it’s safe to assume they’re going to be biased toward the thing they meant to buy (in the size they meant to buy it).
You won’t convince many of them to simply buy two or three instead of one just because you asked them to in the checkout process. Most will simply say “no thanks, I only need one” and skip the offer.
What moves hearts and minds (and credit cards) is the perception of value. Offering a discount or free shipping for certain cart values is a great way to make cross-sell offers sweeter. And one of the best upselling techniques is to include a subscribe-and-save option to motivate customers to sign up for repeat purchases from the jump:
9) Target repeat customers
Next up, if your chosen tools and ecommerce platform allow you to make this distinction, focus your cross-selling and upselling efforts on your returning customers, not on new ones.
For one, it’s way easier to sell to an existing customer than to a new one. Customer acquisition costs can be five times as much as customer retention costs, and you don’t want anything scaring off those new customers, including an upsell attempt that feels a little too pushy.
Your repeat customers are also much more likely to have a positive opinion about your business and your ecommerce site. This segment of your market is already primed to like what you have to offer and is much more likely to trust your recommendations based on their previous positive experiences with your brand.
If you use Gorgias, you can integrate with customer loyalty tools like Yotpo or LoyaltyLion, both of which help you identify and nurture customers that love your brand (and who would therefore be good candidates for upsell and cross-sell campaigns.)
When you add these integrations to your Gorgias account, you bring that loyalty data inside your helpdesk, giving your agents the context they need to determine whether to try and sell more to a repeat customer:
10) Limit offer availability
Whatever recommended products you’re presenting to customers, create a sense of urgency or scarcity by setting a time limit for the discount or special offer. Yes, this can be cheesy, and it might not be right for high-end or prestigious brands. But it’s highly motivating — and highly effective.
The reasons why get into some of the psychology surrounding shopping. Discounts are highly motivating, but savvy shoppers can see through “permanent discounts” well enough that the perception of value starts to disappear. By setting a timer (and displaying it in countdown fashion, if your plugins allow), you send some key messages:
The full price is the real price.
This discount is special (and so are you)!
It’s now or never — if you miss it, you may never get access to this discount again.
The timer’s ticking, so you’d better move now; no time to stop and think.
So how long should your offer last? It depends on the nature of your business. Small-dollar retailers might make the window as short as 30 minutes. 48 hours makes sense for many, and one to two weeks can be a good timeframe for larger commitments that might have their own email sequences and funnels.
Instead of limiting availability with timing, you can also opt for a longer-term selling strategy and ask for a customer’s email address instead. That information will let you sell more in the long term:
11) Always A/B test
Not every offer is a winner. The same goes for headlines, email subjects, and all sorts of elements in the marketing world.
But how can you determine which ones are working and which are falling short? A/B testing.
A/B testing is the process of trying two different sets of wording on a smaller subset of an audience to determine which one lands better.
You see this most often with marketing emails, where two initial test emails are sent to two small subsets of a list. Whichever subject line gets a better open rate wins the day and gets attached to the main email going out to the entire list.
You can apply this concept in numerous spaces. YouTubers A/B test video titles. News organizations do the same with some articles. And you can do it with your upselling offers.
Set up two similar offers (or an identical offer worded two different ways or using two different visual styles) and unleash both on your customer base. After enough customers receive one or the other offer, it’ll become clear which one has the better conversion rate and the best effect on the bottom line.
Of course, you need an ecommerce platform that allows you to implement A/B testing on upselling and cross-selling initiatives, so make sure you have access to that feature through your chosen platform.
Integrate all your upselling tools with Gorgias
By implementing (or refreshing) ecommerce upselling and cross-selling strategies for your ecommerce site, you’ll enjoy a range of benefits, with improved customer experience and higher average cart value sitting at the top of the list. And with the eleven best practices we’ve provided here, you’re now ready to take your upselling efforts to the next level.
Of course, succeeding in ecommerce and upselling requires the right suite of ecommerce tools and partners. Gorgias integrates instantly with more than 150 top ecommerce tools like Shopify, Yotpo, Klaviyo, LoyaltyLion, and so many more.