Featured articles

How to Leverage Tools to Manage a High Volume of Sales on TikTok Shop

Handle high-volume TikTok Shop sales easily with AfterShip Feed and Gorgias to streamline inventory, customer support, and order management.
By Sarah Kang
0 min read . By Sarah Kang

TikTok Shop generated 68.1% of gross market value sales across all social media platforms in 2024 and $3.8 billion in sales in 2023. Clearly, it’s becoming a massive channel with abundant opportunities for sellers.  

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. 

{{lead-magnet-1}}

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.   

Source: TikTok Shop

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: 

Manage all customer interactions in one place

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. 

Partner AfterShip Feed with TikTok Shop to: 

Source: AfterShip Feed

List on TikTok Shop more efficiently

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. 

Source: AfterShip Feed

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. 

Get started →

min read.
Black Friday–Cyber Monday

A Complete Guide to Black Friday Ecommerce in 2024

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.

{{lead-magnet-1}}

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

Related reading: Why proactive customer service is essential for growing your business

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.”

AI Agent overview

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. 

When that happens, your customers need to know what happens next

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. 

Related reading: FAQ Page Template & Tips (+ Free Shopify FAQ Generator)

Automate self-service options

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? 

Related reading: Offer more self-serve options with Flows: 10 use cases & best practices

2. Reduce strain on your customer service team 

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%

Customer story: How Nomad uses automation to reduce their response time and resolution time by over 70%

3. Build a marketing campaign to tap into social commerce

Social commerce is on the rise among consumers worldwide. 

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. 

MNML features a musician who wore their pieces.
MNML features a musician who wore their pieces on their Instagram.

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. 

Gorgias Convert discount campaign
Gorgias Convert enables brands to create onsite campaigns to turn browsing shoppers into customers.

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.

First time shoppers vs loyal customers
It costs more to acquire new customers than it is to engage and keep your current customers.

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. 

Success could look like: 

  • A reduction in BFCM returns or exchanges 
  • Having the perfect amount of inventory 
  • Seeing higher-than-average sustained engagement on your social channels 

If you want to move the meter, focus on a strong Black Friday marketing strategy that starts now.

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.

Claim your demo today, or sign up to try Gorgias.

{{lead-magnet-2}}

14 min read.

Building Customer Loyalty Through Effective Post-Purchase Support and Automation in Ecommerce

By Rebecca Lazar
0 min read . By Rebecca Lazar

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.

{{lead-magnet-1}}

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.”

90% of US customers say that getting an immediate response is 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. 

ReturnGO keeps customers updated

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.
ReturnGO x Gorgias widget

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.

{{lead-magnet-2}}

min read.
Create powerful self-service resources
Capture support-generated revenue
Automate repetitive tasks
Create powerful self-service resources
Capture support-generated revenue
Automate repetitive tasks

Further reading

Whatsapp For Customer Service

Why and How to Use WhatsApp for Customer Service

By Jordan Miller
12 min read.
0 min read . By Jordan Miller

Chances are, your brand already uses a handful of customer service channels to connect with customers: email, social media, live chat support, and maybe even SMS. But your omnichannel customer service strategy isn’t complete until you tap into the world’s most popular messaging app. 

WhatsApp’s 2 billion active users are spread across the globe, so talking to customers is a must for international brands — especially if you sell in Asia, South America, and Europe. 

Below, we’ll give you the basic rundown on WhatsApp and WhatsApp Business, plus a few reasons to start offering customer support on the app. Then, we’ll share a step-by-step process on how any company can start using WhatsApp plus a few tips on how ecommerce companies can do so as efficiently as possible.

{{lead-magnet-1}}

What is WhatsApp?

WhatsApp is the most popular messaging app in the world, thanks to its security, reliability, and ability to work without a phone plan — all it requires is Wi-Fi. WhatsApp was initially launched in 2009 and acquired by Meta in 2014. 

What is WhatsApp? The most popular messaging app on the planet.
WhatsApp

WhatsApp’s base service is for individual users. Each user links a phone number to a WhatsApp account, making it a WhatsApp number. Then, you can call, video chat, and send SMS-like WhatsApp messages to friends and family across the globe. WhatsApp supports individual messaging, group messaging, and multimedia messaging — all with end-to-end encryption to protect user privacy.

What is WhatsApp Business?

The WhatsApp Business app lets small businesses and enterprises exchange messages with users of the regular WhatsApp service, upgraded with a few business-specific features.

WhatsApp Business includes additional features and message templates.
WhatsApp Business

When you create a WhatsApp Business account, you’ll gain access to:

  • Contact labeling: Create up to 20 custom color-coded categories for your business’s contacts
  • Profile information: Include a company name, logo, business category, website, product catalog, contact information, location, and even working hours
  • Automated messages: WhatsApp Business allows for automated messages like real-time replies, away messages, and automatic greetings.
  • Message statistics and analysis: WhatsApp Business provides predefined metrics for you to track, whereas WhatsApp for personal use only has limited statistics.

{{lead-magnet-2}}

Why customer support is one of the best uses of WhatsApp 

Your time is limited. Even with all these WhatsApp Business features, offering customer support on WhatsApp isn’t a top priority for every business. 

Here are a few reasons to consider using WhatsApp as a customer support channel:

Without WhatsApp, you’re ignoring billions of customers

WhatsApp is the most popular messaging app in the world, with over 2 billion monthly users and 500 million daily users. Especially if your company sells (or plans to sell) internationally, getting on WhatsApp is a great way to meet customers where they are.

Support customers around the world (and in many languages) with WhatsApp.

The app’s global reach is due to a few key benefits for users:

  • WhatsApp doesn’t require a cellular connection, so it’s more reliable (and affordable) than SMS in countries with limited coverage
  • WhatsApp doesn’t incur any restrictions or fees for international calling and messaging
  • Every version of the app is free, making it highly accessible for businesses and individuals alike
  • WhatsApp prioritizes privacy and security, earning high levels of trust with users worldwide
  • WhatsApp is device-agnostic: Users can send messages on desktop or mobile, and customer service agents can even exchange WhatsApp messages on a helpdesk 

📚 Related reading: Interested in creating new communication channels with customers? Learn how to provide customer support on Instagram and Facebook Messenger.

WhatsApp offers many helpful features for customer communication

WhatsApp isn’t just the most popular messaging app, it’s the fastest growing. Especially since getting acquired by Meta, WhatsApp continues to release new features — many of which are especially helpful for customer communication: 

  • Integrations and WhatsApp Business API: Thanks to an ever-growing list of integrations and WhatsApp’s API, you can likely integrate WhatsApp into your existing tech stack and power up your WhatsApp customer service with automation and chatbots
  • Rich messaging and message reactions: Send photos, videos, files, and emojis, and react to messages with emojis for more helpful and brand-friendly interactions
  • Communities: Create closed groups of up to 5,000 members for VIP support, beta testers, and more
  • Businesses nearby: If you have brick-and-mortar locations, WhatsApp users can discover them via geo-location with WhatsApp’s business discovery feature (currently only available on Android)
  • Company-initiated messaging: WhatsApp lets your business start conversations with customers (based on a limited number of templated options) for proactive customer service and WhatsApp marketing efforts

WhatsApp lets businesses send messages to users (and groups of users).
WhatsApp

📚 Recommended reading: Learn how to make the most of your customer support messaging (including SMS, live chat, and WhatsApp) with our ultimate guide. 

WhatsApp is more secure than other messaging platforms

WhatsApp was built using end-to-end encryption, which protects all communication on its platform. The encryption helps prevent third parties from accessing content in calls or messages. WhatsApp themselves can’t even access the data. 

Like many other social communication tools, WhatsApp also offers account verification badges for businesses. With a verified badge on your WhatsApp Business profile, you earn trust with your customers and stand apart from fraud accounts.

Verify your brand on WhatsApp to earn customer trust.
AiSensy

How to set up WhatsApp for customer support

If you’d like to offer WhatsApp customer support, here’s a simple guide to getting started and making the most of your new channel.

1) Create or your WhatsApp for Business profile

If you’re just getting started with WhatsApp, you’ll need to download the WhatsApp Business app. Once you download the app, you’ll need to review the terms of service, allow access to contacts and photos, and fill out your account. 

The app walks you through basic setup, so we son’t go into much detail here. However, here’s a helpful video you can follow to help you get started:

2) Link your online store and product catalog in your WhatsApp profile

Once you’ve set up your WhatsApp Business account, it’s time to start customizing your brand’s profile. 

Throughout this process, imbue your profile with some brand-friendly copy and images. Just be sure to remain clear about who you are and what you do.

How to optimize your WhatsApp Business profile (logo, name, address, email, website, etc.)
Interakt
  • Profile photo: For the sake of clarity, use your business’s logo
  • Cover photo: Showcase your products or happy customers enjoying your services
  • Business description: Explain what your business does and what makes it unique
  • Business category: Choose up to three categories to let customers know what you do
  • Address: Add an address (if you have a brick-and-mortar location)
  • Email address: Let your customers contact you via email, if they prefer
  • Website: Give your customers a direct path to your website
  • Phone number: Let customers call you directly if you offer Voice support
  • Verification: Apply for verification to get the green checkmark
  • Product catalog: Showcase your best-selling products in your product catalog with compelling photos and descriptions
  • Collections: Use collections for more shopper-friendly product categorization

We left out one key section: Hours. But that’s an important enough step for customer service to warrant its own section — find it right below this one. 

📚 Related reading: Read the ultimate guide to social commerce to learn how to sell directly on social media platforms like Instagram and Facebook

3) Add business hours to let customers know when you’re available

The Hours section of your business profile has two potential uses:

  • If you’re a local business: Add the hours when customers can visit your brick-and-mortart storefront
  • If you’re an online business: Add the hours when a live agent is online and ready to respond to WhatsApp messages

The first option (for local businesses) is straightforward, so we’ll continue discussing how online businesses should use this section of their WhatsApp profile. Ideally, you can give your shoppers around-the-clock support. But that’s not possible for every business — in that case, you want to be very clear about when you’re available.

The hours section can help set customer expectations around your availability. Consider setting hours based around when your team is ready to provide customer care on WhatsApp. Even better, consider using part of your business description to share expected first response times so customers know how long they typically have to wait for a response. 

You can even set up an automated away message to let customers know when they send a message while you’re away, setting the expectation that you may take longer than usual to reply.

Set away messages for customers.

While they’re not using WhatsApp, you can take inspiration from Berkey Filters, a water filter brand that does an excellent job of setting clear customer expectation for their live messaging channels:

Publish your SLA (service-level agreement) to manage customer expectations.
Berkey Filters

📚 Recommended reading: Read the ultimate guide to customer service policies to give your team the processes it needs for fast, consistent responses.

4) Integrate WhatsApp with your existing customer service system

Offering WhatsApp doesn’t mean spending your day checking the WhatsApp app, or opening WhatsApp whenever you get a notification. To stay efficient, integrate WhatsApp into your heldpesk.

When you integrate WhatsApp with your helpdesk, you can send and receive WhatsApp messages from the same app you use to answer customer messages from email, SMS, social media, and others channel you use for customer interactions. 

Use a helpdesk that integrates with WhatsApp so your customer service team can manage WhatsApp conversations from one location.

Your customer care team can keep up with customer queries from all your channels, plus access unique features including (but not limited to):

🛍️ Shopping for a helpdesk? Check out our list of the best helpdesk software on the market. If you’re an ecommerce brand on Shopify, check out our list of the best helpdesk for Shopify stores.

5) Use automation to handle common questions with quick replies

If you integrate WhatsApp with a helpdesk, you can automatically send responses to your most common questions. This has two major benefits:

  • You limit the amount of time customers have to wait for simple, information-based interactions
  • You keep your team inbox clear of basic, repetitive questions

For example, if you’re an ecommerce company, you likely receive a lot of customer inquiries about order status updates — called “where is my order” (WISMO) requests. On average, order status updates account for 18% of incoming customer questions, according to Gorgias data. 

If you integrate WhatsApp with a helpdesk like Gorgias, the software can recognize WISMO requests (and other common questions), apply a templated response, and pull customer-specific information from your ecommerce platform.

And again, order updates are just one example. With the right helpdesk, you can automate responses to most of your common questions so your support team can spend time on complex questions, angry customers, and other situations that need a human touch.

📚 Recommended reading: How to automatically answer WISMO requests to save time and improve customer experience.

6) Use your full toolset when answering messages

Even when a message isn’t fully automated, you have a variety of tools in your arsenal to provide fast, personalized, and delightful customer service. Here are a few to keep in mind.

Response templates

Your customer service team doesn’t need to write every message from scratch. Customer service templates can save your agents time by giving a baseline for them to tweak for each unique situation. 

Plus, templates help you ensure you’re providing consistent, in-policy advice, which is especially helpful to reinforce customer service training. 

Create a library of templates.

Proactive message templates

With WhatsApp, you can also set up Message Templates to proactively initiate conversations with customers. WhatsApp sets strict limits on these Message Templates: You must submit templates for approval from WhatsApp, and they can only be about select topics (like account alerts, shipping updates, and other issue resolutions). You cannot proactively send marketing messages to customers.

If you use Gorgias, you can now submit Message Templates for approval from WhatsApp and send these proactive messages to your customers.

Use templates that pull customer information from Shopify and other ecommerce platforms into messages.

Rich media

You can attach images, GIFs, videos, PDFs, and other files to WhatsApp messages. In a customer service context, this allows customers can show you pictures or videos of a product malfunction, and lets your team share images and videos to help customers troubleshoot.

With the right WhatsApp integrations you can even send WhatsApp marketing and order confirmation emails with interactive buttons. For example, WebEngage lets you send product confirmation messages with easy-to-click buttons to track packages or contact your team:

Add rich messages to your WhatsApp customer service support strategy.
WebEngage

By the way, the Gorgias team is hard at work making more types of rich messages like these, such as sending automated order confirmation messages and interactive review requests. You can look out for updates in our product roadmap.

Customer context

When you’re providing customer service — regardless of channel — a best practice is to consider the entire customer context before writing a response:

  • Has this customer written in about this issue? Other issues?
  • Is this customer a frequenct or first-time shopper?
  • Does this customer have an order out for delivery?
  • Is this customer an active subscriber?
  • Has this customer left reviews? Are those reviews positive or negative?

The list goes on (and on and on). 

If you’re responding directly in WhatsApp, you’ll have to dig around a tall stack of apps to find this information: your ecommerce platform, your subscription app, your reviews app, and so on. Over the course of a day, this can eat up a ton of your team’s time. 

If you use a helpdesk like Gorgias, however, you’ll have the customer’s entire order and conversation right next to the WhatsApp chat window.

Get the full context when answering customer service questions with a helpdesk

Plus, you can integrate Gorgias with other ecommerce apps (like Klaviyo, Yotpo, Recharge, and so on) to see even more customer information before responding. 

Chatbots (process with caution)

One of the last tools in your kit is Whatsapp chatbots. Chatbots can be a great way to scale your customer support with a small team — however, they usually come at a cost. 

Most chatbots are decent at very simple requests, but quickly provide frustrating experiences when customers ask use unusual wording or ask complex questions. And nothing is more frustrating than unhelpful service from a chatbot that tries to convince you its human. 

If you want to use a chatbot, consider a tool like Ada. For best results, integrate Ada with Gorgias to also providing efficient human service and a strong customer experience.

7) Mind the 24-hour window

When customers reach out to your brand, a clock starts ticking. For the first 24 hours, you can respond to the message however you’d like — the clock resets whenever the customer sends another message. But if 24 hours passes after the latest message, you can only respond with templates that WhatsApp must approve

While you never want to make customers wait, this 24-hour window is additional incentive to set up an efficient system to respond to customer support inquiries that come through WhatsApp.

📚 Recommended reading: Our tips to improve customer service response times (so you don’t miss the 24-hour WhatsApp window). 

7) Track key customer support metrics

Once you start offering customer service on WhatsApp, set up a system to monitor key customer support metrics. This helps you determine what you’re doing well, how you’re falling short, and where to focus on improving your customer service.

Most customer service software will track a wide range of support metrics with helpful graphs to visualize your performance. However, if you can only track a few metrics, start with:

  • Response time: Keep track of customer response times to make sure your customers aren't waiting to hear from you
  • Resolution time: Measure resolution time to make sure your team gives helpful answers that fully resolve the issue
  • Customer satisfaction (CSAT): Collect CSAT scores to learn whether your customer interactions are positive, negative, or somewhere in between
  • Customer feedback: While not exactly a metric, make an effort to solicit, document, share, and implement customer feedback — it’s the best way for your brand to continually improve

📚 Recommended reading: Read our VP of Success and Support’s guide to evaluating the performance of your customer support program. 

Integrate WhatsApp with Gorgias for better ecommerce customer support offerings

WhatsApp can be a great way to expand your customer care — and with the right tools, your team can be an efficient channel within your customer service strategy.

To get the most out of WhatsApp Business, consider pairing it with a customer service platform like Gorgias. Built exclusively for ecommerce, Gorgias centralizes your team’s support channels like live chat, email, social media, SMS into a single easy-to-use dashboard. 

Learn more about Gorgias’s integration with WhatsApp and how it helps you save time, improve customer experience, and drive revenue. 

Why We Raised Our Series B

Why we raised our Series B, and what that means for our merchants

By Romain Lapeyre
2 min read.
0 min read . By Romain Lapeyre

The Covid-19 pandemic has dramatically accelerated the move from offline to online in retail. This got us busier than ever supporting our merchants, new and old, to ensure we help them work towards providing exceptional customer service. 

The latest example of this is Black Friday and Cyber Monday, where Shopify saw an uptick of 75% GMV when compared to last year.

As a result of this huge ecommerce spike, 2020 has been a massive year for Gorgias.

At the beginning of the year, we had just 30 people on our team and now, we’re sitting at over 100 incredible people working each and every day to help serve 5,000+ merchants.

Gorgias Virtual Summit Q4 2020

The reason our team grew so much this year is to support the growth of our merchants. 

Throughout the year, order volume has massively increased and therefore, lots of customers have been contacting businesses through customer service. We went from having 2 million support requests a month on Gorgias to 6 million during the holiday season. 

Growth of support requests through Gorgias


So today, we’re announcing a $25m series B lead by Rajeev Dham at Sapphire Ventures, with participation of Jason Lemkin (SaaStr), François Meteyer (Alven) and other historic investors. 

What’s our goal with this round?

We want to accelerate our progress towards our mission to transform support from painful to exceptional for merchants.

We asked our merchants and learned that they have the following needs: first they want their support to be fast and high quality, then they want to optimize their cost, and once they’ve done that, they are willing to shift the way they think about support to make it a profit center. 

How can we help merchants more in 2021

In 2021, we want to focus on the top questions our merchants are getting, which account for 60% of the support volume. By empowering support agents to respond faster to these frequent questions, we’re aiming at reducing first response time for our merchants and at increasing the quality of their support. This will free up agents time so that they can focus more on the more complex questions their customers are asking. 

The top 10 customer support questions

How are we going to do this? 

  • We’re building a help center so customers can self serve and find immediate answers to their most common questions
  • We’re going to work on becoming a platform so that third party developers can integrate with Gorgias and provide more value to agents
  • We’re improving our macro suggestions so that agents spend less time typing repetitive text and more time on custom responses
  • We’re also adding new channels, including Instagram DMs, Whatsapp, phone and others

You can learn more about our next quarter roadmap here

Looking further ahead into the future, our goal is to change the role of support from responding to customers’ issues to helping the business grow.

2021 is going to be a new chapter for us. With this round, we’re going to double our team to 200 people across all our hubs, in San Francisco, Belgrade, Paris, Charlotte, Toronto and Sydney. 

If you’d like to join the adventure and help us improve the daily lives of 3 million support agents in the US (and more worldwide), we’re hiring aggressively in all these locations

I want to thank our amazing team for helping build a company that has an impact on 60 million customers yearly, and the 5000 merchants who’ve decided to use our product every day. 

The adventure continues, we’re more excited than ever! 

Alex & Romain

Yotpo Integration

Increase Retention and Reward Your Super Fans with Yotpo + Gorgias

By Chris Lavoie
2 min read.
0 min read . By Chris Lavoie

With visibility into product reviews right in the Yotpo widget in Gorgias, your support agents will know right away if they're talking to someone who didn't love their last product, or someone who is a big fan of your brand. This knowledge will help you customize the conversation for the best experience possible.

You can now see the customer review history right in Gorgias
"At OLIPOP, we’re always looking to have a holistic view of the customer to be able to offer the best possible experience. Having the ability to see their most recent reviews within the Gorgias platform is a total game-changer. " - OLIPOP, Director of Customer Experience, Eli Weiss

How to make the most of this integration

You can use Gorgias macros to quickly respond to customers that leave 5-star reviews to build brand loyalty. You can also create macros for customers who leave negative reviews to ensure their concerns are properly addressed, and send them a discount code to help rebuild trust!

By looking at the shopper's review history, your support agents can also quickly shift from just offering customer service to acting as members of the sales team. They can recommend products that are either similar to something the customer previously loved, or different than something they had a bad experience with.

"Gorgias clearly understands the needs of customer service agents, and with this new feature is working towards making all the day-to-day tools accessible from one tab, making work even more agile and with less distractions. We're particularly excited about the ability to understand customer sentiment from the get go, and how we can better approach our users based on the feelings they have shared about their past TUSHY purchases. If we see they are a super fan, we can go heavy on the butt puns, but if they've had a less than stellar experience we will aim to make up for it in our subsequent conversations, and even address things they don't directly mention! We're excited to see how this feature will help us deepen our genuine human connections. " - TUSHY, Director of Customer Experience, Ren Fuller-Wasserman


Why You Havent Made Your First Sale

Why you haven't made your first sale yet: a brutal look at early stores

By Jackie Whiting
8 min read.
0 min read . By Jackie Whiting

With so many choices and so little time, it can seem an impossible task to gain the attention (and wallets) of your target audience, especially if you’re just starting out! It of course doesn’t help that there are thousands of guides out there teeming with ecommerce tips telling you the one thing you’re doing wrong or the best way to grow 300% year-over-year...all before you’ve even made a sale. 

At Gorgias, we prefer to cut through all that noise and get straight to the point. After all, we can’t consider our job well done until your store starts making bank. But before we take a second look at your store, consider this: websites are not dissimilar to shops in a mall (remember those?) where the first impression is everything. 

For example, Apple’s simple, structured aesthetic seems to encourage a sense of order and management. It stands out from the dying electronic stores of yesteryear that piled their wares in the front window and whose own employees struggled to tell you what was in stock on any given day.

The key takeaway for you is that before doing anything consider applying a holistic approach to your online store. Ask a fresh pair of eyes to take a look and give you their initial impression if it’s clear from the start what you’re selling and how to learn more. Once you’ve done this brief exercise you’re ready to dig deeper. So let’s get on to our list of common ecommerce mistakes that might be preventing your first sale. 

You’re missing the basics 

Okay so maybe your website looks pretty but did you spend too much time focusing on the aesthetic and too little time ensuring you had all the basics in place before launching? 

Your design needs to be clear, clean and simple, in other words make sure you’re focusing on the sale first and foremost. You’ll also want all the usual elements to be easily findable, that means including clear and well-defined Return Policy, Terms of Service and About Us pages in your website’s footer.  

Make sure your site navigation is as easy to use as possible. Since research shows that most visitors only read about 20% of the text on any given page, your customers need to be able to find their way around your store easily and quickly. Achieve this by making sure your menu is clear, concise and easier to locate. 

Finally, don’t forget to verify your domain with Google (as well as other major search engines) by submitting your sitemap to them and always include any security badges your site uses. Considering almost 50% of Americans have been victims of credit card fraud in the last five years, letting your users know you’re trustworthy is fundamental to securing a sale. 


You’ve got lame product pages 

No two product pages are created equal and chances are yours could be working way harder. Start with the quickest fix: your copy. As your customers aren’t able to see and feel your products in-store, you need to describe them in a way that gives them the confidence to buy. Here’s a few characteristics to apply to your writing:

  • Make product descriptions accurate, educational and engaging 
  • Turn features into benefits (e.g. instead of describing a stove as “sleek with two-burners” you can say “The perfect size to fry up omelettes for the whole family”) 
  • Anticipate your customer’s pain points and proactively reply to them
  • Include relevant keywords in titles and descriptions to help search engines find your products

Balance detail with skimmable content and avoid long paragraphs that could cause a user’s eyes to look away. And where photos are concerned, the more the better. Multiple photos at different angles are proven to convert better than one single image.

You lack reviews 

As mentioned earlier on, trust is essential when it comes to getting customers to hand over the sensitive data required to make a purchase. If they’ve never heard of you before, it might be harder to convince them you’re a trustworthy seller. 

Of course it’d be easy to tell you to just incorporate product reviews on your product pages (which you definitely should do) but if you haven’t yet made a sale then that’s not a possibility for you yet. Instead, embrace the fact that we’re living in the age of the influencer and reach out to a few relevant figures in your target market. Offer to send them your products to test out in exchange for a testimonial you can put online. Some may even agree to post about your product.

If you target micro-influencers (people with 1000 to under 1 million followers) you can avoid running expensive search ads but still enjoy traffic from your target market and possibly sales as you’ll be benefiting from their pre-established trust. Keep in mind some influencers will charge a rate on top of the “free product” you’ve sent, but these fees are always negotiable and in some cases can be avoided if your product is of enough interest to the influence. 

Finally, don’t forget to just ask for reviews in the first place. Make it part of the process with automated emails that remind customers to leave a review after they’ve made a purchase. You can also make posts calling for feedback and reviews on your social accounts as well. 

You aren’t targeting the right audience 

Maybe you’ve built the best website imaginable, with emotive product photos, great emails and dazzling social accounts to boot, but have you considered how relevant your traffic is? You might already be getting all the traffic in the world but if you haven’t defined and appealed to the right target audience, the significance of a large traffic volume quickly becomes a vanity metric. 

Getting the right people to your website is the result of a few factors. First, it’ll be easier if you’re a fan of what you’re selling. Why? Because if you’re your own target audience you already understand the lifestyle, behaviour and unique selling points that get people to buy products like yours. Use this research to create customer profiles (built on demographics like location, pages visited, etc) that then inform the style of content you create. 

Are athletic people more interested in your product? Do you have a lot of site visitors from a particular state or province? You can use this information to personalise some marketing materials like emails. These practices apply across social media and your main site - you can do this kind of research and targeting everywhere. 

Finally, make sure you’re using relevant keywords on your site. Do you h2s and h3s and meta descriptions use phrasing and specific wording that aligns with what you’re selling and who you’re selling to? Understanding what your customers are searching for will help you answer those needs and get the low-funnel traffic that converts. 

You haven’t chosen the right payment gateway

Payment gateway technology is what store owners use to accept credit and debit cards from shoppers. The term refers to both physical, card-reading devices found in stores and the digital payment processor apps that exist on ecommerce websites. Now that you’re caught up on the lingo, let’s explain why choosing the right payment gateway is essential to making sales.

There are frankly hundreds of different payment platforms you can choose from and picking the right one can be difficult. But as we describe in detail here, there are three specific factors to consider before surrendering yourself over to one specific gateway. They are:

The benefits of on vs off-site processing

For example, PayPal requires users to leave your website in order to complete the payment process. If you want, you can pay a $30 fee to make sure the payment is processed without requiring shoppers to go to the external site but why do that when there’s providers out there like Shopify who have on-site processing built in to the experience? 

Accepting relevant payment methods for our market

Maybe your customers are the kind of people who would prefer to pay in a digital currency. Not all payment providers will support this. Not all payment providers even support the use of gift cards. Consider a provider that can grow with your business because one day you might want to have these options even if you don’t right now! 

Customer protection should come first 

Nobody likes data hacks. If your provider runs a less-than-secure operation that means your customers’ data is vulnerable and if they suffer a breach it might make even the loyalist fan think twice before shopping with you again. 

A smooth customer experience built-in

There’s offering options and there’s drowning people in so many choices you inadvertently cause the dreaded “abandoned cart” outcome. Pay attention to which payment gateways your customers are primarily using and stick to a small number (certainly not 5) of the most relevant ones. 

Once these factors are considered you’ll want to know which options are out there. We talk in depth about different providers in the article linked above but check out these names and weigh which one makes sense for the size and priorities of your business: Amazon Pay, Square, Apple Pay, Stripe, Google Pay, and WooCommerce Payment.  

You’re spread too thin on customer support

Whether your online store is a one person show or a small team that includes a trusty support agent, you might be missing out on sales simply due to a lack of customer service. That doesn’t mean you don’t have the skills required to provide superb support, instead the problem is likely that you aren’t making tech work for you. 

For example, let’s say you have your online store but you also have an Instagram channel, a Facebook page and a Twitter account. You might be getting emailed about questions and concerns via your website while also getting bombarded with DMs and comments across your socials. Despite your best efforts, if you’re checking everything manually across apps and websites - you’re going to miss something. 

But that’s okay! You’re only human. And lucky for us humans, we’ve got some pretty incredible tech on our side to streamline manual (yet important) tasks.   

With Gorgias, you can view your customer’s order history easily from the BigCommerce backend, personalise the experience by integrating data relevant to the customer, automate answers to common questions to save time and more. The sky’s the limit and even a one-person team will be able to deliver the support of 10 with the help of a few simple integrations. 

You can see which e-commerce platforms we support on our website and check out the support channels we can give you a hand with by visiting our integrations page.

It’s too early

Now listen, we left this one for last because nobody likes to hear but maybe, just maybe you haven’t given your store enough time to reap the benefits of all your hard work. The story of the best e-commerce stores are rarely the ones that describe themselves as an “overnight success.”

Be patient and if you’re applying the tips we’ve mentioned above you’ll start to see things like relevant traffic and conversions pick up on your site before you know it. 

And if you ever need more advice or a helpful tool, we’ve got you covered! Good luck!

Zendesk Features

7 Key Zendesk Features [+ Pros and Cons of Zendesk]

By Julien Marcialis
11 min read.
0 min read . By Julien Marcialis

You may know Zendesk as the first (and the biggest) customer service software. It’s usually evaluated against Freshdesk, Gorgias, Help Scout, and other ticketing systems (also called helpdesks). 

But, is it the right customer service tool for you? The answer depends largely on your type and size of business: 

  • Zendesk makes software for everything from sales to customer relationship management and employee experience
  • Zendesk markets to businesses of all sizes, from small and medium businesses to huge enterprise businesses
  • Zendesk makes tools for every industry, from healthcare to government

For some customers, the sheer size and scale of Zendesk could be hugely appealing. For others, it may indicate a lack of focus and specialization. 

As you choose a customer service platform for your business, take a closer look at Zendesk, its features and functions, and whether it will create the best customer experience for your business (at the best price).

{{lead-magnet-1}}

What is Zendesk and what does Zendesk do?

Zendesk is one of the oldest cloud-based customer service platforms sold on a software-as-a-service (SaaS) model. It offers an enormous array of tools, including a helpdesk, email marketing, live chat, sales, employee engagement, and customer engagement software. 

Zendesk's key features

Zendesk recently streamlined its product offerings, combining them into three separate tiers, each with its own pricing structure. You can choose three Zendesk Support plans, three Zendesk Sell plans, and five Zendesk Suite plans — a total of eleven pricing tiers and packages. Each of the pricing tiers and packages has its own collection of products and services, which can get confusing. 

Below, we highlight some of the main customer service features Zendesk offers. Certain features are only available for Suite customers and Professional or Enterprise level customers, so double check before you sign a contract.

Helpdesk (Zendesk Support)

Some people call Zendesk “the godfather of helpdesk tools” because they have been around for a long time. In that time, they have built tons of features onto their ticketing system:

  • Convert phone, chat, email, and social media requests into tickets
  • Centralize tickets from disconnected channels into one place
  • Manage and work on support tickets
  • Create personal ticket views
  • Support conditional and custom ticket fields
  • View the activity log and the name of the agent handling it
  • Support reporting and dashboards

Let’s zoom in on a few features for your customer support needs.

Live chat

Zendesk has two types of live chat: Zendesk Live Chat (legacy) and Zendesk Messaging.

Zendesk Messaging is a larger app that, on top of live chat on your website, lets you have conversations on messaging apps like Facebook Messenger and WhatsApp. The tool centralizes all of these conversations so the agent can quickly switch channels. However, centralized chat is only available through their Messaging app, a separate tool that connects to Zendesk’s Agent Workspace, which involves some additional billing to set up. 

Zendesk Live Chat, on the other hand, is a legacy product that only lets you have conversations on the website. In other words, it doesn’t centralize messages from Facebook Messenger, WhatsApp, or other messaging apps.

Once you have figured out which solution is right for you (and navigated some nickel-and-diming), Zendesk allows you to add chat to your website and talk with customers across messaging apps in real-time:

  • Reach out to a customer with a chat to guide them to the checkout process (if you pay extra for Sunshine Conversations)
  • Collect contact information with pre-chat forms
  • Use chatbots to reroute customer conversations (which can lead to a dodgy customer experience)
  • Create dashboards for to monitor the team’s performance on live chat

Zendesk Messaging available on mobile and desktop.
Zendesk

Knowledge base

Like many other helpdesk solutions, Zendesk offers you features to build a scalable support system, primarily through FAQs and community forums. 

With the basic plan, you can create, organize, and share help center articles in one language. You can also embed support articles, which they call embeddables, as web widgets.

More advanced customer self-service features and support for over 40 languages are only available for customers of higher pricing tiers. And the community forums feature is only available for the Pro and Enterprise customers.

Ticketing system

A support and helpdesk solution needs to have a way to collect support tickets, and Zendesk's support ticket system takes a pretty traditional approach to ticketing. In general, their ticketing aims to:

  • Collect helpdesk requests from email, social media messaging, chat, and other locations into one spot
  • Easily track conversations in one central inbox to streamline your support workflow
  • Respond to customer issues quickly

Some helpdesks group tickets into broader conversations; for example, we at Gorgias consider each customer interaction over three days in one channel as a single “billable ticket,” which we believe better reflects the nature of customer service in ecommerce. 

However, some businesses may prefer using a tool that sticks to the old-school method.

Reporting and analytics

Zendesk offers Zendesk Explore, which is an arm of their product that gives you a base for collecting, measuring, and analyzing data about your customers and their customer experience:

  • Get pre-built reports about performance (updated daily)
  • Enjoy automation of analytics and reporting
  • Use analytics to improve the customer experience
  • Customize your dashboards (for Pro and Enterprise customers)

Community forums

Zendesk Gather, which is available for Suite Professional, Enterprise, and Enterprise Plus plans, is Zendesk’s community forum solution. You can build online communities that relate to your company or your products, which can help with your branding and give you additional feedback:

  • Create spaces where your customers can talk to each other
  • Gather honest feedback from customers
  • Allow customer interactions with each other to troubleshoot each other's issues to reduce helpdesk workload

Sales CRM (Zendesk Sell)

Zendesk Sell is the tool's CRM system. It helps improve your sales team's productivity and visibility by storing the full customer account, in context, in one central location:

  • Reduce the steps needed to pull up customer information
  • Improve customer communication with the sales team
  • Increase overall productivity of your sales team

Zendesk pros and cons

Like most apps, Zendesk has both pros and cons. As you decide if it's the right tool for you, you’ll need to weigh both to make an informed decision. Below, we’ll cover some of the most significant pros and cons of using Zendesk.

Zendesk logo with pros of zendesk and cons of zendesk images.
Gorgias

Pros of Zendesk

  • An all-in-one lead generation and customer service platform
  • Chat, phone, email, and social media all in one place
  • Provides a lot of customization options
  • Extensive, powerful reporting and analytics
  • Robust integration with third-party applications and systems
  • Supports multiple languages
  • Can track customer history across different mediums or departments
  • Easy to set up teams on the platform

Cons of Zendesk

  • Potentially high price tag with complicated pricing plans
  • Doesn’t provide robust integration with ecommerce platforms like Shopify, Magento, or BigCommerce
  • Best support features are only available at higher pricing tiers
  • Not the right ticket management system for ecommerce and small businesses
  • Requires a significant amount of time and effort to get familiar with the software
  • User interface is not intuitive or customizable

When is Zendesk right for your business?

Zendesk currently has over 170,000 paid customers, operates in 160 countries around the world, and has a 4.3 out of 5 stars rating on G2, which helps businesses find helpdesk software choices. It clearly works well for many companies.

A checklist of the ideal Zendesk customer, with the subheadings below as checklist items.
Gorgias

Zendesk may be right for your business if you have:

1) Complex product offerings and a very large team

Zendesk is a behemoth, which is right for behemoth companies. Specifically, companies with 500+ employees and complex product offerings.

One of the biggest benefits of Zendesk for such large teams is that it comes bundled with so many features and backed by so much staff. When Zendesk leverages its entire toolset and consulting, it can service companies that wouldn’t get adequate support from a smaller, more dedicated helpdesk. Think airlines, hospitals, and other enterprises. 

If you are large enough to have seven-figure budgets for customer support and expect to work with Zendesk consultants to migrate onto the system, Zendesk may be the right choice for you.

2) A desire for customizable reporting (for Professional and Enterprise customers)

At its core, Zendesk is an enterprise product designed for enterprise organizations that require detailed, advanced reporting and analytics. With the Zendesk Explore add-on, you can have a dedicated product solely for reporting and analytics.

And if you want to pay for more insight, Zendesk consultants will work with your developers and reporting team to streamline insights, build customer configurations, and push analytics to enterprise resource planning (ERP) tools like Oracle and Salesforce.

3) Your business requires enterprise integrations

Zendesk has over 1,000 integrations. It integrates with enterprise-level programs like Oracle, Microsoft Teams, and Salesforce. Most tools helpdesk provide integrations suited for customer service teams at online stores and small businesses, but few connect to the kinds of mammoth software needed for banks, airlines, and other businesses with high regulation.

Is Zendesk a suitable helpdesk for ecommerce stores?

As mentioned earlier, Zendesk scores very well on Capterra, which indicates many customers are very happy with the service. But many of those customers are not ecommerce businesses. Based on reviews on other platforms, Zendesk may be too much for some ecommerce businesses.

Shopify is one ecommerce platform that is integrated with Zendesk. There are many Shopify helpdesk apps that help ecommerce businesses manage the communication they receive from customers, including Zendesk.

If you take a look at the reviews for Zendesk on the Shopify App Store, you'll find that ecommerce store owners rate the app as 3.6 out of 5 stars, on average. Of the 134 reviews, 39 were rated 1 star.

On the Shopify App Store, Zendesk
Shopify App Store

Some of the reasons for low ratings included:

  • Difficulty understanding and changing billing options
  • Poor customer satisfaction from the support team
  • Not user-friendly
  • Difficulty setting up a new storefront with an existing account
  • Bugs that affect the ability to install with Shopify
  • Have to integrate Zendesk Support in the Shopify store and install Shopify into Zendesk, which is complex 
  • Must already have a Zendesk account set up to use the app in Shopify, which that causes many to look for Zendesk alternatives
  • Inability to disable the chat widget

Zendesk pricing options

One of the concerns many users have about Zendesk’s customer support software is its complex pricing tiers. And while complex plans could indicate a host of options to best suit your needs, they could also make it difficult to understand what each plan includes (leading to a surprising lack of features down the line.)

It’s difficult to sum up Zendesk’s pricing since there are so many plans and packages, but you can see the cost (billed monthly) for the eight support-related plans below, plus the price of main add-ons below that:

A list of Zendesk
Zendesk pricing

If you can't see the pricing on images above, check out the information below:

Plan options listed below with pricing:

  • Zendesk Support Team: $25/agent per month
  • Zendesk Support Team: $25/agent per month
  • Zendesk Support Professional: $59/agent per month
  • Zendesk Support Enterprise: $125/agent per month
  • Zendesk Suite Team: $59/agent per month
  • Zendesk Suite Growth: $99/agent per month
  • Zendesk Suite Professional: $125/agent per month
  • Zendesk Suite Enterprise: $199/agent per month
  • Zendesk Suite Enterprise (Custom): $215+/agent per month 

Add-on features listed below (listed for each pricing plan) with pricing:

  • Zendesk Chat (Team): $19/month
  • Zendesk Chat (Professional): $35/month
  • Zendesk Chat (Enterprise): $70/month
  • Zendesk Talk (voice support, available for all plans): $2/month per number, plus additional fees per minute, voicemail, transcription, and recording
  • Zendesk Guide (Professional): $19/month
  • Zendesk Guide (Enterprise): $34/month

Foundational support plans (ticket systems)

Zendesk Foundational Support plans include just the helpdesk software and ticket systems. It has three pricing tiers:

  • Zendesk Support Team: For $25 a month per agent, you can get an integrated ticketing system, business roles, and customer interaction history
  • Zendesk Support Professional: For $59 a month per agent you get all of the features of the Foundational plan, as well as the option to add business hours, customer satisfaction surveys, multilingual support, service level agreement management, and automatic redaction
  • Zendesk Support Enterprise: This $125 per agent a month plan adds conversation routing, custom team roles and permissions, customizable agent workspaces, sandbox test environment, and third-party data storage

Zendesk Suite plans (including features offered)

If you want all of the products Zendesk offers, you'll want a Zendesk Suite plan. Here are the pricing tiers:

  • Zendesk Suite Team: For $59 a month per agent, you will receive most of Zendesk's products
  • Zendesk Suite Growth: For $99 a month per agent you will add customized ticket layouts, AI-powered knowledge management, a self-service customer portal, SLA management, and multilingual support
  • Zendesk Suite Professional: For $125 a month per agent, you get access to more self-service capabilities (like community forums), additional customization features, and more storage bandwidth
  • Zendesk Suite Enterprise: For $199+ a month per agent, you get every base product Zendesk offers, plus HIPAA compliance, and events connector for Amazon Web Services, and several other advanced features 

Zendesk for sales plans

We didn’t go into much detail for Zendesk Sell, since we’re evaluating Zendesk’s features as a customer service platform. But if you're looking for a product to manage just your sales team, here's how much you’ll pay for Zendesk for Sales:

  • Zendesk Sell Team: For $25 a month per user, you get one custom sales pipeline of up to three paid users, and a fully-featured mobile CRM platform with prebuilt apps and integrations
  • Zendesk Sell Professional: For $59 a month per user, you get the features of the bottom tier along with the option for custom apps and interactions, unlimited paid users, email tools, analytics, and custom field building
  • Zendesk Sell Enterprise: For $125 per user, you'll receive all of Zendesk's sales tools and the option to add two sales pipelines, more analytics, task automation, and customized notifications

What ex-Zendesk customers say about Gorgias

Gorgias
Shopify App Store
"What has been really great (and different from Zendesk) is that Gorgias has allowed us to grow tremendously. It allows as many seats as needed. That is really great to be able to flex up the roles of agents as needed.

Cody Szymanski, CX Manager, Shinesty

Zendesk’s designs focus on the needs of enterprise clients of all industries, rather than ecommerce businesses. This means many should-be core features for online stores come at an extra cost. If you're running an ecommerce business, you might find yourself resonating with what some ex-Zendesk customers have to say about Gorgias, an ideal alternative to Zendesk.

  • Jonathan Kennedy says, "Zendesk is overkill for 95% of Shopify merchants. I think Gorgias has come in and set a high standard."
  • Primewines says, "This is it! Have used Zendesk and tried others, but we really need a system that is simple, robust, and integrates well with Shopify. Nothing comes close to Gorgias."
  • Ryan Jones says, "Big fan of Gorgias after shifting from Zendesk. We felt like Zendesk was a bit of overkill for us — being such a large, enterprise solution — we weren't using enough of it to really warrant it."

Take a look at a handful of reviews that mention Zendesk and Gorgias:

Reviews that mention Gorgias and Zendesk -- most prefer Gorgias.
Gorgias

Princess Polly saw a 40% increase in agent productivity after switching away from Zendesk

Princess Polly is one of the fastest-growing online women's fashion brands in the US and Australia. They used to use Zendesk until they switched to Gorgias: "After migrating to Gorgias, we saw a 40% increase in agent productivity,” says Alexandria Collis, Director of Operations at Princess Polly. “It's an amazing tooI. I was able to see an opportunity, grab it by the reins and take control of our ticketing system without working through some of those silos which we experienced with our old helpdesk."

The switch to Gorgias wasn’t just great for agents; the tool helped Princess Polly improve the customer experience they offered. “Gorgias knows the best ways to address customer issues and build the right tool to help meet those needs,” Alexandra says. “I'd recommend Gorgias to anyone that is highly focused on the overall customer experience. Really the experience from the start to finish, and then beyond."

Read Princess Polly’s customer story to learn more about their swap from Zendesk to Gorgias.

Learn more about Gorgias: The #1 Alternative to Zendesk

A graph comparing Zendesk
Gorgias

Like we said, Zendesk is a powerful product that offers certain enterprise-level features and integrations no other tool in the category can match. But for many ecommerce brands that want dedicated support for their exact type of business, it can be overwhelming and pricey.

Want to see our focus on ecommerce in action? Check out our public feature roadmap. You can see that we’re always improving Gorgias (based on feedback from ecommerce customers). We spend our time making Gorgias the best tool for online stores — that’s it.

Learn why Gorgias is an excellent alternative to Zendesk for ecommerce businesses, including a side-by-side feature breakdown between Zendesk and Gorgias.

{{lead-magnet-2}}

Customer Service Strategies

Customer Service Strategies to Help Your Business Succeed

By Fadeke Adegbuyi
15 min read.
0 min read . By Fadeke Adegbuyi

You’re no stranger to the complicated challenges of customer service management. From dealing with frustrated customers, solving problems in real-time, and striving to provide a consistent level of service across multiple channels, the hurdles are numerous and often interlinked. 

How can you make your customer service operations more efficient? What’s the right strategy for offering personalized experiences to a broad customer base? How do you handle high-volume customer queries while maintaining quick response times?

Generic tips and one-size-fits-all best practices rarely offer the answers you need to address these complex challenges. You’re searching for actionable, strategic approaches that can genuinely transform your customer service from being just another function to becoming your company’s ultimate competitive advantage. With this backdrop, this guide delves into key strategies tailored to alleviate your most pressing customer service pain points.

What is a customer service strategy? 

A customer service strategy is a company’s comprehensive plan for delivering exceptional customer service. It’s the blueprint that outlines how your customer support team interacts with customers, from the channels used for communication to the quality and speed of service. The strategy often integrates various tools, techniques, and metrics to ensure a seamless and compelling customer experience across multiple touchpoints.

{{lead-magnet-1}}

The underlying goals of a customer service strategy

An effective customer service strategy is not just a nice-to-have — it’s a significant lever of business success. Beyond problem-solving, a well-rounded strategy yields tangible benefits like increased revenue, stronger brand reputation, and long-term loyal customers. This isn’t just about satisfying customer queries; it’s about elevating every interaction into an opportunity for growth and brand advocacy.

Drive additional revenue

In the competitive world of ecommerce, every bit of revenue counts. According to a McKinsey report, enhancing the customer experience can boost sales revenue by 2% to 7% and raise profitability by 1% to 2%. Customer service has evolved into a critical part of that equation. 

With customer acquisition costs rising, the economics of retaining existing customers through top-notch service becomes increasingly important to consider. Exceptional customer service is a potent differentiator, elevating average order values and nurturing customer loyalty. The net effect is not just happy customers but an ongoing relationship that keeps the virtual shopping cart full.

Maximize the ROI of your team’s time

Balancing service quality and efficiency is crucial for ecommerce businesses, especially during high-demand events like Black Friday and Cyber Monday. Optimal resource allocation isn’t just about cost-saving; it’s about leveraging your team's time to create the most impact. 

When customer service is finely tuned and effective, team members function at their maximum capacity. This efficiency allows for quicker response times and more personalized service. As a result, their time becomes a high-return investment that enhances both the customer experience and the company’s bottom line.

Create a personalized customer experience across all channels

In an era where consumers are inundated with options, personalized service is key to keep customers coming back. For ecommerce companies, the stakes are even higher: the entire customer journey is digital, making every touchpoint an opportunity for personalized engagement. 

Whether tailoring product recommendations in an email or responding promptly via social media channels like Instagram, a personalized approach to customer service can elevate your brand, turning transactions into relationships.

Reduce customer churn

Customers can effortlessly switch to a competitor with just a few clicks. As a result, minimizing churn is crucial for sustainable ecommerce growth. Identifying the factors that lead to customer dissatisfaction early on presents a difficult challenge but is vital for retention. 

In Gorgias's data from 12,000+ merchants, repeat customers make up 21% of buyers but contribute 44% of revenue and 46% of orders.

Bar graph comparing the percentage of repeat customers and the revenue they bring in

Customer service departments serve as the frontline in recognizing early warning signs that customers may churn. By swiftly addressing these customer issues and executing well-planned retention strategies, customer service teams can reduce the churn that eats away at revenue and profits.

Improve your brand reputation

In 2022, 85% of companies thought that customers were increasingly likely to share both good and bad experiences compared to previous years. In the absence of a physical storefront to build rapport with shoppers, building online trust is particularly crucial for ecommerce businesses. 

Your brand’s reputation is directly tied to the quality of interactions, and the customer feedback shoppers share across multiple platforms — from social media to review sites. Excellent customer service boosts brand credibility and positive word-of-mouth by efficiently resolving issues and exceeding expectations.

TUSHY has earned a reputation for great customer service, contributing to its strong following. The company leverages Gorgias Convert to run highly targeted chat campaigns, which influence 25% of total revenue and effectively educate prospective buyers, reducing bounce rates by 37%.

TUSHY
TUSHY uses Gorgias chat campaigns to engage customers by pointing them to additional resources.

Streamline operational efficiency 

What if you could seamlessly manage customer expectations while optimizing operational costs? A well-designed customer service strategy in ecommerce involves a blend of automated solutions for frequently asked questions, real-time data analytics for efficient resource allocation, and highly-trained staff for personalized customer interactions. This multi-faceted approach exceeds customer expectations and reduces operational expenses while boosting operational efficiency.

The 6 most important customer service strategies every team should use

When we talk about “customer service strategies,” we’re referring to overarching approaches that capture various aspects of customer service — from essential technology to critical processes. Unlike generic best practices like “know your customer,” these are multi-faceted, actionable game plans designed to elevate customer service from a reactive function to a proactive advantage. Let’s dive in. 

1) Implement proactive customer support to anticipate needs

Adopting proactive customer support practices isn’t just about resolving issues; it’s about foreseeing them before they even happen. By identifying potential problems and offering solutions in advance, you’re not just fixing issues but enhancing the entire customer experience. This level of foresight streamlines your support processes, making them more efficient.

When you proactively address concerns, you’re signaling to your customers that you care about their experience, which leads to higher satisfaction levels. Fewer complaints mean fewer support tickets, lightening the load on your customer service team. More importantly, a proactive approach encourages customer loyalty. Customers will likely stick around when you make the first move to ensure their comfort.

Customer support should be a combination of reactive and proactive customer service

BrüMate, a premium drinkware and cooler brand, improved its customer experience by taking a proactive approach to customer support and solving issues at the root. For example, BrüMate’s former Associate Director of Customer Experience, Colin Waters told us, “based on customer feedback, we might add more details to our product pages, update language at checkout, or highlight specific reviews.”

Their transition to Gorgias allowed the company to reduce its first response time to 1.5 minutes and generate more than $9 million in revenue from its support team.

How to implement proactive customer support

  • Gorgias Live Chat allows real-time communication between your support reps and website visitors. Using it to contact customers with items in their cart pre-purchase, you can address questions or concerns on the spot, reducing cart abandonment.
  • Gorgias Chat Campaigns let you send targeted messages to customers browsing your website based on their behavior or specific conditions. By strategically implementing chat campaigns, you can proactively reach out to users at points in their browsing where they are most likely to have questions, guiding them toward a purchase.
  • Gorgias Help Center is a centralized hub where customers can find answers to their questions — from shipping information to product details. By proactively answering FAQs and providing detailed walkthroughs, you reduce ticket volume for your support agents, making the support process easier for staff and customers.
  • Help Center Article Recommendations in Chat automatically suggest relevant help center articles to customers based on their chat input. This provides immediate, detailed solutions and educates customers, reducing the need for live agent assistance.

2) Craft personalized customer support for enhanced engagement

Personalized customer service goes beyond using a customer’s name in emails; it means meaningfully understanding and catering to their unique needs. By providing tailored support, you set your brand apart from competitors and build deeper, more meaningful customer relationships. This bespoke level of interaction strengthens your brand’s identity and keeps customers returning.

Scaled businesses can benefit from technology while maintaining personalized customer service

Shoppers who feel seen and understood are likelier to stay loyal to your brand, ultimately boosting customer retention rates. Moreover, knowing your customer’s preferences and history allows you to recommend relevant products or services, creating new revenue streams. On the operational side, readily available customer history allows your support team to resolve issues more efficiently, reducing the time and resources spent per ticket.

Absolute Collagen, a specialist in marine collagen drinks, uses Gorgias to centralize customer inquiries and provide a holistic view of each customer. By doing so, they’ve achieved a customer satisfaction score of 4.9 and reduced their average response time across all channels to less than five minutes.

How to craft personalized customer support

  • Gorgias Macros are templates with dynamic fields that let your agents auto-fill customer-specific data like tracking info or shipment dates. This speeds up response times and ensures personalized, relevant communication for each customer.
  • Gorgias Integrations pull in additional data into Gorgias from third-party tools like Attentive, Yotpo, or Klaviyo. These integrations give you a comprehensive view of customer interactions for more personalized and insightful support experiences.

3) Develop customer self-service options for user empowerment

Offering customer self-service puts control in the hands of your customers. When customers can resolve simple issues themselves, they experience greater convenience and satisfaction. Quicker problem resolution meets modern consumers’ immediate expectations, further enhancing their overall experience.

The financial benefits are noteworthy, too. You can achieve a more cost-effective operation by reducing the number of simple queries directed at your support staff. Meanwhile, it lightens the workload for your customer service agents, letting them put their human expertise to better use. 

Loop Earplugs leverages Gorgias’s Automate to improve their customer self-service experience. This automation has decreased WISMO (“where is my order”) inquiries from 17% to 5%, allowing customers to independently check shipping statuses, freeing up customer service agents for more complex issues and revenue-generating activities.

Loop Earplugs uses Gorgias
Loop Earplugs automatically answers customer questions with Gorgias's chat widget and Flows feature.

How to develop customer self-service options

  • Gorgias Automate is a collection of features designed to handle up to 60% of repetitive customer service tickets autonomously, allowing teams to focus on complex issues. It offers Autoresponders, Quick Response Flows, Order Management Flows, and Article Recommendation Flows. 
  • Gorgias Flows let you create customer self-service workflows to guide users through solutions without agent intervention. Flows can improve the user experience by giving shoppers immediate answers to common queries, reducing ticket volume.
  • Gorgias Rules automate ticket management by performing specific actions like tagging or auto-responding based on custom triggers you set. Rules efficiently sorts incoming queries to the appropriate resources or information, streamlining the customer service process for agents and customers.
  • Gorgias Help Center is a centralized hub for customer service, education, and engagement, offering a knowledge base or FAQ for customers seeking answers. such information on your website. See these resource hubs in action — Branch Furniture uses Gorgias for its Help Center, while BruMate hosts their FAQs on the Gorgias platform.  

4) Build an omnichannel support system for seamless interactions

According to a recent report, 53% of consumers say customer support interactions feel fragmented. An omnichannel customer service system is the backbone for a seamless customer experience — that means consistent interactions across email, social media, or live chat. This interconnected approach eliminates the common frustration of customers repeating information when switching channels. The result is a unified, streamlined customer experience.

Omnichannel customer service breakdown

This ease of interaction translates to less work for the customer, smoothing their path to resolution or purchase. The rich data from multiple channels also becomes valuable for refining your customer service approach and shaping marketing initiatives. Building this integrated system promotes better inter-team communication, ensuring that customer service agents are well-equipped to provide top-tier support.

Ohh Deer specializes in creating quirky, eye-catching stationery, gifts, and homeware. To provide a seamless customer experience, they integrated Gorgias Chat to centralize support channels like Instagram, Facebook, Twitter, email, phone, and live chat, increasing efficiency and revenue. This omnichannel approach contributed to a high average CSAT score of 4.95 and an additional $12,500 quarterly revenue.

How to build an omnichannel support system

Gorgias allows businesses to manage all their support channels, such as email, Instagram, Facebook, phone, and live chat, in a single interface. By consolidating these channels, businesses can provide a more seamless customer experience, streamline support operations, and improve response time, increasing customer satisfaction and revenue.

Gorgias helpdesk with a view of Shopify customer sidebar

5) Leverage pre-sales support to boost conversions

Strategic pre-sales support engages prospective customers right when they are wavering on the edge of a purchase decision. You can guide them through uncertainties by offering prompt and insightful assistance, creating a more frictionless path to conversion and sales. Immediate and expert guidance can accelerate a potential customer’s transition from consideration to purchase, shortening the overall sales cycle. 

You can promote higher-value packages or complementary items with skilled pre-sales interactions, raising the average order value. Pre-sales service not only aids in conversion but also sets the tone for future interactions, elevating your brand’s reputation in a competitive landscape.

Topicals excels in customer support by adopting a proactive pre-sales approach to educate their customers, addressing a previously high return rate due to incorrect product selection or usage. They employ Quick Response Flows and Macros, which deflect 69% of customer queries to provide immediate, automated answers to frequent questions. This approach has enhanced customer satisfaction scores to 4.8/5 and led to a 78% increase in sales driven by customer support.

Topicals uses Gorgias
Topicals customers can either chat with a live agent or get an automatic answer to a frequently asked question.

How to leverage pre-sales support

  • Gorgias Quick Response Flows offer self-service options via a chat widget that can answer common customer queries instantly. Automating immediate, accurate answers improves customer satisfaction and frees up human agents to handle more complex pre-sales inquiries.
  • Gorgias Chat Campaigns allow you to initiate proactive live chat conversations with online shoppers, offering tailored promotions or vital product information. This feature engages potential customers at crucial touchpoints in the sales funnel, providing the necessary nudge to convert browsers into buyers.

6) Incorporate automation in customer service for operational efficiency

Embracing customer service automation simplifies daily operations by taking over mundane, repetitive activities. This operational ease allows customer service agents to dedicate their customer service skills to more nuanced and complex customer needs, often requiring a human touch. Automation becomes the backbone that supports a highly efficient customer service operation.

Tracking order sent on SMS

Automation technology quickly scales to manage increased customer inquiries, making it easier to handle peak periods without inflating your workforce. Immediate automated responses to straightforward queries mean customers don’t have to wait in long queues, elevating the customer experience. Moreover, since automated systems operate based on programmed logic, the chances of errors occurring in routine tasks are significantly reduced, bolstering the credibility and dependability of your customer service function.

ALOHAS, a Barcelona-based sustainable fashion brand, has effectively incorporated automation into its customer service through Gorgias Automate. By setting up self-service resources and Quick Response Flows, ALOHAS has achieved an 83% automation rate, resulting in faster response times and doubling revenue.

ALOHAS uses Gorgias chat widget with automation

How to incorporate automation in customer service

  • Gorgias Automate enables businesses to set up automated self-service resources and flows, streamlining customer interactions and reducing manual ticket handling.
  • Gorgias Flows create workflow automations that guide the customer support process, making it more efficient and consistent.
  • Gorgias Macros program predefined responses that can be used to quickly answer common customer inquiries, speeding up the customer service process.

How to prioritize customer service strategies

Prioritizing customer service strategies can be complex, especially when resources and team sizes vary. A well-thought-out approach can make all the difference in effective strategy implementation.

For smaller teams (1-10 people)

When operating with a compact team, every action has to count. Automation can be a lifesaver for small customer service teams. A feature like automated responses in chat can field common customer inquiries, freeing up team members for more complex tasks. Additionally, investing in proactive support — like anticipating customer needs before they reach out — can significantly improve customer satisfaction without requiring a lot of hands on deck.

For mid-sized teams (11-50 people)

Having a larger team presents both opportunities and challenges. The key is to capitalize on the resources at your disposal while avoiding inefficiencies to provide the best customer service possible. One way to achieve this is through omnichannel support, allowing customer inquiries from different platforms — email, social media, chat — to be funneled into a single dashboard for easier management. 

This streamlines the customer service process, aiding in quick response times. Simultaneously, a customer self-service portal can offer solutions for everyday problems, enabling customers to help themselves.

For larger teams (51-200+ people)

With an extensive team, the focus shifts toward fine-tuning and optimizing customer service operations. Here, coordination among team members and units becomes essential. Real-time monitoring systems can track customer satisfaction and response time, enabling immediate adjustments. 

Additionally, specialized teams can be set up for specific functions like pre-sales support, each contributing a unique value to a comprehensive customer support strategy. This segmented yet integrated approach allows for breadth and depth in customer service capabilities.

Make Gorgias the foundation of your customer service strategy

Don’t just adapt to the future of customer service — lead it. Gorgias centralizes all your customer interactions into a single platform for streamlined efficiency. From proactive support through our Gorgias Chat Campaigns to omnichannel capabilities that unify email, chat, and social media conversations, Gorgias offers a one-stop solution.

Whether you’re a team of 10 or 200, make the shift to intelligent, scalable, and personalized customer service with Gorgias. To learn more about Gorgias, book your demo today.

{{lead-magnet-2}}

Customer Service Management

Customer Service Management: A Complete Guide for Managers

By Evgeni Yordanov
14 min read.
0 min read . By Evgeni Yordanov

Your first priority as a customer service manager should ensure fast, consistent, high-quality support. 

However, good customer service management can be very complex, requiring technical skills and an understanding of many interconnected operational tasks. Strong people and team management skills are the foundation for success. 

In this guide, you’ll learn customer service management and how to improve as a leader. Here’s everything we cover below:

{{lead-magnet-1}}

What is customer service management?

Customer service management is the role of running a customer service team in a way that ensures customer satisfaction, loyalty, and long-term retention. 

This involves various tasks, from hiring agents to ensuring everyone on the team has the necessary tools and resources to do their job. 

We can organize these tasks into two broad categories:

  • People and team management, which we’ll discuss in the next section.
  • Operational management and optimization, which we’ll discuss later in this guide.

What is customer service team management? 

Customer service team management is the collection of actions the customer service manager takes to consistently enable agents to perform their job well. This can include a whole range of activities, including:

  • Hiring agents with the right customer service skills and attitude
  • Training them on how to deal with different customer inquiries
  • Setting standards for individual agents and the team as a whole
  • Providing regular feedback and constructive criticism when necessary
  • Establishing targets, metrics, and KPIs for the customer service team and analyzing agents’ performance based on them

What a smoothly functioning customer service team looks like

As a customer service manager, most of the success of the customer service team rests on you. It’s your job to build the team and the rules, systems, and guidelines agents will use daily. 

A helpful starting point is to learn what a smoothly functioning customer support team should look like. This will help you lay the foundation for effective customer service management.

Easy interdepartmental communication

As with all other team activities, internal communication is the key to success. In a good customer service operation, agents are ready to communicate and have the tools to do so.

For example, Slack, Microsoft Teams, and other chat and video conferencing software should always be available for real-time communication in urgent situations. Asynchronous communication methods like email should be encouraged in other cases. 

As a manager, it’s your job to set clear rules around communication methods in different situations (e.g., no real-time calls where an asynchronous email or Slack message will do). Good communication rules can guarantee that everyone values their colleagues' time and attention.

Clearly defined workflows

A good customer service manager ensures each agent knows:

  • How to handle common inquiries, e.g., where to look for information, when to escalate the issue, etc.
  • What to do in abnormal situations.
  • What’s expected of them in terms of response and resolution times.

The key here is that agents should have this information before they need it. 

💡 Tip: Build a detailed hub of all the essential documents and information your agents need. This can include your customer service policy, refund and return policies, escalation rules, video walkthroughs of challenging situations, and much more.

“Remember, you can't pour from an empty cup –– taking care of yourself is beneficial for you and crucial for your ability to support your customers effectively.” - Eli Weiss, CX Unlocked

Low stress and less risk of burnout

High-stress environments and burnout are all too familiar in customer service. This often stems from understaffing, poor training, or confusing workflows. 

Eli Weiss provides a few great tips for avoiding burnout in his CX Unlocked Guidebook:

  1. Practice mindfulness. Train your team to recognize when they’re starting to feel frustrated. That might look like realizing when a customer’s harsh tone is beginning to bother them, taking a moment, and responding calmly (rather than acting on impulse). 
  2. Create and respect boundaries. Designate “work-free” zones in your life. These could be certain hours of the day, specific locations, or even mental spaces.
  3. Celebrate every win, no matter how small. Boost morale and motivation by reminding your team how amazing they're doing.

Performance tied to specific KPIs

A big part of customer service management is evaluating your team’s performance. The only way to do that fairly is to use specific, measurable key performance metrics (KPIs). This ensures you’re evaluating agents objectively, giving them clarity and goals to aim for. 

For example, response and resolution times are two of the most critical metrics for any support team. Keeping them consistently low shows a well-managed, prepared, appropriately trained team. It also shows that there are enough agents to handle the incoming inquiries.

The better your agents’ time management skills, the faster their response and resolution times will be. As a manager, you can help your team prioritize tickets and reduce the time spent on repetitive tasks with automation (like Rules) and pre-made template resources (like Macros).

Also, remember that while industry-standard KPIs are helpful, you shouldn’t use them just because other organizations do so. All KPIs should be tailored to your customer service and business goals — whether that’s higher customer satisfaction, better customer engagement, more revenue, higher on-site conversion rates, or anything else.

Five most important tips for first-time customer service managers

First-time managers can easily find themselves overloaded with information about customer service management. So, we’ve gathered five essential tips to help you get started.

1) Put your team first

This doesn’t just mean monitoring agents’ performance. It means being there for them when they need you, whether it’s about work or their personal lives. Team members must know they can count on you when it matters.

That’s also why regular 1:1s are essential. They allow you to check in on everyone and detect potential problems early on. 

2) Don’t neglect customer self-service 

Customer self-service combines technology and resources, allowing current and new customers to resolve issues independently. For example, FAQ pages, articles, videos, self-service chatbot flows, and other resources can help massively reduce repetitive support tickets.

Besides being beneficial for your agents, offering self-service is a must for customers. According to Statista, 88% of customers in the US expect companies to provide a self-service support portal. 

3) Fill the valleys before creating the peaks 

Eli quotes this tip from The Power of Moments by Dan and Chip Heath in his guidebook. 

The premise? Focus on finding and fixing the problems your customers face before trying to wow them with exceptional customer service experiences. That way, you’re laying a good foundation for your customer service strategy.

Any customer journey has its low points (i.e., valleys). You can identify these with data analytics or customer feedback. Once you’ve addressed the problems, you can move on to creating the “peaks” that form a truly memorable experience and build customer loyalty.

4) Give agents the techniques, tools, and guidance they need for success

Agents can’t be expected to do their job well without the necessary resources. As their manager, it’s your job to give them:

  • Impactful customer support tools, like a powerful and versatile helpdesk (like Gorgias).  
  • Clear and specific standards and goals, like each customer service channel's expected response and resolution times (if you take an omnichannel approach).
  • Extensive training materials during their onboarding, like articles, videos, workshops, webinars, and more. These should be tailored to each team since call center agents will need different institutions for handling customer requests than ones providing support via written communication channels like email or SMS.
  • Regular feedback, like how well they’re performing, their strengths, and where they can improve.

5) Analyze results and base decisions on reliable data

Customer service is ultimately about people, which makes it easy to let subjective opinions affect your judgment. However, accurate data is a much more reliable gauge of how your team is performing.

It allows you to avoid biases and enables key outcomes like customer satisfaction, loyalty, and retention to guide your decisions. We’ll explore some key metrics that can help you in this regard below.

How to measure your customer service team’s performance

Evaluating the impact of a customer service team can be a complex and nuanced task. There are many factors and metrics to consider, which can easily overwhelm first-time managers.

Below, we’re keeping things simple by focusing on three key ways to gauge your team’s performance.

Tie support tickets to revenue

The best way to get buy-in from stakeholders for your customer service program is to prove its impact on business outcomes. That’s why it’s a good idea to track metrics related to revenue, including: 

This will help you prove customer service ROI and get buy-in for future new hires, software, or training.

Get direct customer feedback

Support interactions can massively impact customers’ overall experience with your brand. It’s crucial to keep a pulse on your customers’ opinions of them, especially since people who rate their experience with a company as very good are 94% more likely to buy again, according to Qualtrics.

You can do this by running regular customer satisfaction surveys. For example, you can run a quick, low-friction survey by asking customers, “On a scale from 1 to 5, how satisfied are you with your experience today?”.

Taking the total number of 4- or 5-star responses, dividing it by the total number of responses, and multiplying the result by 100 will give you a customer satisfaction (CSAT) score — a key metric for measuring support performance.

Customer satisfaction score CSAT calculation formula
Source: Gorgias

Track key customer service performance metrics

You can use many quantifiable metrics to gauge your team’s performance. Here are some of the most widely used ones:

  • First response time (FRT) is the time that elapses between a customer's question and your team’s initial response. Aim to keep FRT as short as possible, especially on real-time channels like live chat and SMS. 
  • Resolution time is the amount of time a customer spends interacting with a business’s customer support, helpdesk, or customer service team before their issue is solved. Like with FRT, the lower your resolution times, the better.
  • Support performance score, which represents the overall performance of your team (or an individual agent). This unique metric we developed for our in-house team at Gorgias combines average first response time, average resolution time, and CSAT. The result is a score between 1 and 5, representing the team’s (or an individual agent’s) performance.

Support performance score Gorgias customer service metric
Source: Gorgias

Like with CSAT scores, Gorgias can track these metrics for you and give you a more nuanced view of them. For example, you can use our software to analyze average resolution time by channels, agents, time frames, and more.

Performance overview on Gorgias
Source: Gorgias

Four essential tools and resources for customer service managers

1) Helpdesk

Helpdesks are platforms that help manage all of your customer service interactions. Collaborate on managing, organizing, responding to, and reporting on customer tickets. Or, set up automation for key processes like ticket prioritization. 

For example, Gorgias can enable your team to:

  • Manage tickets. This can include simple actions like closing, assigning, and resolving tickets. It can also involve more complex automation around ticket tagging, categorizing, and more.
  • Centralize customer communications from multiple channels — like email, SMS, social media, WhatsApp, and live chat. This can drastically simplify agents’ workflows by giving them a unified view of all customer interactions and relevant customer data in one place, so they don’t have to constantly switch between tabs.
  • Implement proactive customer service. For example, your agents can proactively contact customers via a live chat widget to walk them through the purchase process. They can even automate this process and trigger a live chat only in certain situations, e.g., when customers reach specific cart values or linger on a purchase page.

Reactive and proactive customer service
Source: Gorgias
  • Track key metrics and measure support performance. Gorgias can help you monitor response and resolution times, open and closed tickets, CSAT scores, and more.

Statistics Overview on Gorgias
Source: Gorgias

2) Self-service tools 

Customer self-service combines technology and resources that let customers resolve issues independently. 

Self-service is great for your support team and your customers because:

  • Agents don’t have to deal with as many repetitive tickets, which reduces their stress and ensures their focus is on high-value activities. 
  • Customers don’t have to wait for a response from a live agent.

Common self-service resources include:

  • Frequently asked questions (FAQ) pages. One of the simplest resources to create, FAQ pages provide straightforward answers to customer questions. These pages are often grouped together so customers can find what they need by browsing categories or using a search function, as shown in the example below. 

Steve Madden Help Center
Source: Steve Madden
  • Knowledge bases. These interactive portals make it easy for customers to find answers before making a purchase and help them troubleshoot any possible issues afterward. Process Polly’s knowledge base is a good example here — it’s well-organized, helpful, and consistent with the overall brand.

Princess Polly Help Center
Source: Princess Polly
  • Self-service flows. Good self-service flows can help you deflect up to a third of all tickets. They’re projected to save companies $11 billion this year. For example, Gorgias’ self-service flows let you create multistep automated responses to customer questions without engaging an agent.

Chatbot
Source: Gorgias

3) Customer service policies and SLAs

Customer service policies and service level agreements (SLAs) are among the first documents new agents should learn.

  • A customer service policy is an internal document containing your customer service team's fundamental guidelines, rules, and standards. It includes steps for handling common workflows (e.g., refund or return requests), ticket prioritization rules, and standards for response and resolution times.
  • An SLA is an external document that defines the expected service level between your business and your customers. SLAs contain information about your support team’s working hours and their expected response and resolution times on different channels.

Without these documents, customer service agents can’t be expected to do their job well. That’s why ensuring they’re detailed, well-written, and included in each agent’s mandatory training is essential.

4) Practical courses and other training materials

All agents need a solid foundation of knowledge before they can start resolving problems quickly and consistently. 

The specific training topics will differ depending on your business. However, most support courses and training should cover:

  • In-depth product knowledge. All agents should be experts in what your business is selling.
  • Policy and process knowledge, like how to handle return requests, when to grant refunds, and what to do when customers ask for an exchange.
  • Customer service tools used in your company, like your helpdesk software, live chat, customer relationship management (CRM) system, and so on.
  • Tone of voice, phrases to avoid, and other brand-related considerations.
  • Technical skills, like following internal escalation rules.

Customer service training program checklist
Source: Gorgias

Become a better customer service manager with specialized training (and Gorgias) 

As you can see, a lot goes into being a good customer service manager. This guide will give you a good foundation for success in your journey, and you can get even more valuable tips in:

  • The CX Unlocked Guidebook by Eli Weiss. Eli is known for his work around customer experience and retention at DTC brands like OLIPOP and Jones Road Beauty. This book will give you his first-hand experience and help you become a better customer service manager.
  • These 19 best customer service certifications. In this article, you’ll find 19 customer service certifications for different use cases, including certifications for helpdesks, leadership, call center service, and more.
  • The support leader’s guide to customer service training. This guide will walk you through the basics of customer service training and show you 15 practical training activities to try with your team.

Finally, Gorgias can be your centralized customer service software that lays the foundation for a successful customer service management strategy. Our software can help your agents prioritize tickets, save time with automation, drive revenue with proactive customer service, and much more. 

{{lead-magnet-2}}

No items found.
Customer Effort Score

Why You Need To Monitor Customer Effort Score (& How To Do It)

By Halee Sommer
12 min read.
0 min read . By Halee Sommer

It’s true that a great customer experience is key to winning happy customers — but to keep a pulse on customer satisfaction, you need to dig a little deeper. 

To understand the quality of a customer’s experience with your brand, you need to track Customer Effort Score (CES). This metric lets you evaluate your customer service efforts by tracking the level of effort a shopper must exert to fix an issue with your customer support team.  

In this article, you’ll learn exactly how to track and monitor CES, as well as how to optimize your support strategy to minimize customer effort as much as possible.  

{{lead-magnet-1}}

What is Customer Effort Score (CES)?

Customer Effort Score (CES) is a way ecommerce brands can accurately measure how much effort a customer has to exert in order to interact with your support resources. 

This metric is relevant to any interaction a shopper might have that touches your customer support strategy, like: 

  • Talking with a rep through Live Chat 
  • Navigating a return
  • Answering tricky product questions 
  • Canceling an order in progress 

The easiest way to measure customer effort score is by sending customers a survey after their interaction with customer success ends. In this survey, ask them to rate their service experience on a 1-10 point scale. 

We’ll dive into the details behind how to create a survey to measure the amount of effort your customers take shortly.  

📚 Related: 13 live chat support metrics

Why customer effort is the key to customer loyalty

No shopper wants a high-effort experience. According to The Effortless Experience, 96% of high-effort customer experiences drive a customer to be disloyal to your brand — making retention nearly impossible. 

Customer disloyalty

Clearly, it's worth the effort to make life a little easier for your customers — doing so will convince many of them to shop with your brand again. 

When you calculate your customer effort score, you’re able to keep a pulse on exactly what it takes to create seamless experiences that lead to increased loyalty. The metric is a strong predictor of customer retention and can help identify pain points in your customer support strategy. 

A quick-start guide to measuring CES with surveys

As we mentioned earlier, you can measure customer effort by sending customers a customer effort survey.

In this survey, customers are asked to rate their experience with customer support on a Likert scale from “less effort” to “a lot of effort”. 

Let’s walk step-by-step through how to build a CES survey and how to send them to your customers. Then, we’ll look at how to interpret results once you’ve compiled enough data. 

When to send a CES survey

You can send a CES survey immediately after any customer interaction, like post-purchase.

To zoom in even more on customer effort, consider only sending a CES survey once a shopper has a service interaction with your support strategy, like chatting with a live agent, visiting a self-service portal, or clicking through an interactive FAQ page. 

This way, you’re able to get an accurate idea of how easy, or how frustrating, your support touchpoints are. 

How to create a CES survey

A CES survey typically has one simple question that asks, “How easy was it to solve your problem today?”

Every brand tracks responses a little differently, using a scaled system. Here’s a few examples of different kinds of scales you can choose from: 

Word-based scale

A word-based scale lets respondents share their experience by choosing a word or phrase ranging from “very easy” to “very difficult.” 

CES survey question scale

Sentiment scale

A sentiment scale gives customers the option to share their experience using angry, happy, or sad faces to depict the emotion they felt while seeking support from your brand.

Sentiment scale marked by smiley faces

Numerical scale

A numerical scale lets customers share their experience using a scale of 1 to any number of your choosing. Some brands like a scale of 1 to 10, while others prefer scales of 1 to 5. 

No matter what thresholds you set, 1 should always be the lowest, meaning the worst, and your end number should be the highest, meaning the best. 

It's important to note that no option is better than another. The survey type you choose all depends on your shop’s needs. 

Some brands might also ask an open-ended question as a follow-up so customers can share specific details about their experience. 

You can send a CES survey question through email, SMS, or a similar channel to customers who recently reached out to your support team. 

Of course, you can send a customer effort score question manually, but it takes precious time away from your reps who are busy handling active tickets. Automating the process means your agents can focus on more meaningful work, like following up with disgruntled shoppers. 

Gorgias integrates with Delighted to provide easy-to-use survey templates to automatically distribute customer surveys, including for CES. Once a customer makes a purchase, it triggers Gorgias to automatically send a customer effort score survey to that customer. 

Gorgias product

How to calculate your CES score

Like many other customer service metrics, you want to calculate your average CES in order to get a snapshot view of how most customers perceive their experience with your support resources. 

If you want to calculate customer effort manually, start by tracking response data from your CES surveys over a given period of time. 

The timeframe all depends on your goals. You can look at a month, quarter, half-year, etc. Ultimately, it's more important to be consistent with the timeframes you measure. That way, you can accurately track how your CES changes over time.

Once you’ve collected enough data, plug it into this simple formula: 

Divide the number of customers who agree the interaction was easy by the total number of responses. 

CES formula

To put it in actual numbers, if 100 people responded to your CES survey, and the total sum of their scores amounts to 800, that means your CES score is 8 (out of 10).

What drives a high CES?

Like most other customer service metrics, there is no such thing as a standardized “perfect” benchmark for customer effort. 

That’s because it all goes back to your brand and its goals. What makes sense for your customer effort might not translate to another ecommerce shop. 

As a general rule of thumb, when it comes to CES you want your score to be as high as possible. 

A high CES shows that your support strategy is clear cut and that customers have to exert minimal effort to have their problems resolved. Conversely, a low CES means customers find their experiences with your support resources arduous — putting your brand at risk of a high churn rate. 

The best way to drive a high CES is to provide a painless and straightforward experience. If your CES isn’t quite as high as you’d like it to be, start by asking yourself these questions: 

  • How many touchpoints did the customer have before their issue was resolved? 
  • How long did it take for an agent to respond to a customer ticket? 
  • Are all your links up-to-date for important self-service options like a knowledge base, forum, or FAQ? 
  • Do you agents have access to the resources they need to make well-informed decisions? 

From there, you can look into ways to optimize your support strategy to boost your customer effort score.

How to improve your Customer Effort Score

To improve your customer effort score, you need to build pathways to make it as easy as possible for customers to find the answers they’re looking for. That means decreasing the number of steps it takes for a customer to complete a task and optimizing your first response time.

Research from Genesys shows that 94% of customers intend to make a purchase after a low-effort experience — versus 4% of customers after a high-effort experience. 

Clearly, it’s worth the effort to optimize your customer experience. 

Let’s look at some of the easiest ways ecommerce brands can lower their CES using functions commonly found in helpdesks. 

1) Build out a thorough knowledge base

Customer knowledge base

A knowledge base is a portal, of sorts. It connects your shoppers to both sales and customer service so they can make an empowered purchasing decision. 

The beauty of a knowledge base is that is goes way beyond just a static library of articles. 

BrüMate's Help Center is a learning environment where customers can go to in-depth knowledge about their products. 

BruMate help center

2) Lean on self-service

Customer self service

Customers might not reach out to your agents immediately. 

According to Gartner, 70% of customers seek out self-service options before contacting support. 

Offering more self-service options also means you can deflect low-priority tickets so your agents can focus on solving more challenging customer issues. 

We’ve already discussed a popular self-service option: knowledge bases. Here are some other examples of what customer self-service might look like: 

  • FAQ page: Answer your customers’ most frequently asked questions with key information like operating hours, product availability, pricing, return policy, basic troubleshooting, and more.
  • Forums: Build community among your shoppers and encourage them to talk to each other about their experiences so that they can empower themselves to resolve low-effort problems.  
  • On-demand webinars: Educate your customers with step-by-step tutorials about your brand’s products. Record webinars so that you can publish them as evergreen content on your website for customers to access anytime.  
  • In-product tutorials: Give customers step-by-step instructions in the moment its needed. In-product tutorials are effective at helping customers get value out of your product quickly.

3) Harness automation

Customer service automation

Many of the tickets your agents handle are repetitive. 

Sure, tracking a customer’s order is important, but automation can handle these kinds of straightforward questions for your team. 

In customer service, automation likely won’t replace your hardworking support reps. Rather, automation can work with your teams to improve workflows and optimize communication with your customers by tackling redundant manual work. 

A helpdesk like Gorgias can help you completely automate 60% of repetitive tickets with a 0-second response time.

WISMO

4) Auto-prioritize tickets to reduce response times

Processing emails

Assigning ticket priorities is a best practice to empower your team to become more efficient. But you could spend all day on this task alone.  

Ticket prioritization is another useful form of automation, assigning low-, medium-, and high-value to every incoming request. This way, your team can handle the higher-priority issues first. 

Gorgias comes with advanced intent and sentiment detection features to automatically assign value to incoming tickets based on Rules that you can set. 

Customer intent

5) Use Macros to streamline responses

Macros are another form of automation that optimize a customer support team’s workflow. 

Macros are pre-written, automatic responses to incoming customer requests. 

Gorgias Macros automatically pull customer data into your messages, like name, order number, and shipping addresses. This makes for a more efficient conversation and helps customers get to a resolution with minimal effort for both the customer and the agent. 

Shop2App message in Gorgias

Other important customer experience metrics to consider

Customer effort is a big slice of the pie when it comes to monitoring your customer experience, but it can’t show the whole picture on its own. 

We recommend bolstering your CES efforts with additional metrics in order to add helpful context to your customer support strategy. 

Customer satisfaction metrics such as CSAT score, Net Promoter Score (NPS), and customer churn rate (CCR) can all provide helpful insights into how your support team is performing. 

Plus, it gives you a better look into the customer’s journey, so you can see how shoppers experience your brand — and give you ideas for how to boost satisfaction and drive loyalty. 

Customer Satisfaction (CSAT)

CSAT

Customer satisfaction score (CSAT) is a metric to measure your customer base’s level of satisfaction with their experience. 

The metric is one of the most important measurements your support team can track. Satisfied customers are the key to unlock loyalty, reviews, and referrals, along with returning customers that boost revenue for your brand. 

With Gorgias, you can automatically send a customer satisfaction survey after each interaction with customer support:

Customer satisfaction surveys in Gorgias

Net Promoter Score (NPS)

NPS

Net Promoter Score (NPS) is a commonly tracked metric that lets you learn how likely your customers are to recommend your brand to their friends and family. 

This metric likely correlates closely with your CES. A customer who has had a great experience is likely to want to hype you up to their networks, versus a customer who had to put in a ton of effort to resolve an issue. 

If you optimize your NPS, there’s a good chance your CES will also improve — which can lead to more repeat customers and a boost in customer loyalty. 

Ecommerce Churn Rate 

Ecommerce churn rate

Ecommerce churn rate is the percentage of lost customers your business sees over a given period of time. 

This metric is similar to Customer Churn Rate (CCR), which is typically measured by SaaS or subscription-based B2B companies. These companies can easily see when a customer cancels their subscription, making this data easy to monitor. 

Ecommerce, or online stores, can measure churn rate by looking at negative customer feedback, like a high CES, in order to identify customers at risk for churn. 

Gorgias: Your ecommerce helpdesk to lower Customer Effort Score

A helpdesk like Gorgias has the power to immediately optimize your customer service team — which, as we’ve learned, directly impacts the effort a customer has to exert with your brand. 

Because Gorgias has purpose-built automation features like Chat, Macros, and ticket prioritization, it can empower your customers to find a resolution to their problems as fast as possible. 

Sign up for Gorgias or book a demo to start tracking and improving your customer effort score today!

{{lead-magnet-2}}

No items found.

Building delightful customer interactions starts in your inbox

Registered! Get excited, some awesome content is on the way! 📨
Oops! Something went wrong while submitting the form.
A hand holds an envelope that has a webpage coming out of it next to stars and other webpages