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Stop Chargebacks Before They Start: The Power of Fast Customer Support

Chargeflow's report reveals 80% of chargebacks stem from poor communication, not fraud.
By Jodi Lifschitz
0 min read . By Jodi Lifschitz

TL;DR:

  • Most chargebacks occur due to poor merchant communication rather than fraud. Customers choose this path when they feel ignored or frustrated.
  • 80% of customers report never being contacted by merchants after filing a chargeback. 23% file immediately after an issue and 38% file within 1-3 days if unresolved.
  • The most common chargeback reason is "product not received" (35%). 79% of all chargebacks are actually "friendly fraud" filed for invalid claims.
  • Prevention requires fast customer support and automated chargeback management. Combining Gorgias for AI-powered support with Chargeflow for automated dispute management provides a comprehensive solution with faster resolutions and higher win rates.

Chargebacks are more than a thorn in a merchant’s side — they’re a growing financial and operational threat. According to Ethoca, chargebacks are projected to more than double, from $7.2 billion in 2019 to $15.3 billion by 2026 in the U.S. alone. And while fraud plays a role, the primary reason customers file chargebacks is simpler: they feel ignored. 

Chargeback volume in 2026 is projected to be $146 millino
Chargeback volume is expected to reach $146 million in 2026.

At Chargeflow, we recently published a comprehensive report analyzing why customers dispute chargebacks. The findings were eye-opening. While it’s true that fraud is a real concern, most chargebacks happen for a different reason: a lack of communication between merchants and customers.  

Top stats from Chargeflow’s report:

  • 23% of customers file a chargeback immediately after an issue.
  • 38% file a chargeback within 1-3 days if unresolved.
  • 80% report never being contacted by the merchant.
  • 52% are likely to dispute if the response is too slow.

When customers feel ignored or frustrated, they often turn to their bank for a solution instead of reaching out to the merchant first. Understanding these behaviors is key to preventing disputes before they escalate and cause chaos. 

So, what actually drives customers to dispute charges? Here’s what the data says.

Why customers file chargebacks

While chargebacks are often the cost of doing business, the truth is that many disputes are preventable — but only if merchants understand the root causes. We identified five key drivers behind chargebacks.

1. Customers take immediate action

According to our research, most customers file a dispute right away after encountering an issue, leaving no opportunity to resolve the problem. Another 38% file within one to three days if they don’t receive a timely response. 

Why? Customers assume the fastest way to get their money back is by filing a chargeback, especially if they receive no response from the merchant.

2. Lack of communication leads to disputes

We found that 80% of customers never receive a follow-up after filing a chargeback. Additionally, 64% of customers state immediate communication is crucial, yet many businesses fail to reach out.

  • 90% of customers tried to reach out to the merchant first.
  • If they don’t receive a response, they quickly file a dispute. 

Why? Customers expect businesses to be proactive. When they don’t hear back quickly, they assume the merchant won’t help, making a chargeback seem like the best option.

3. Chargebacks are too easy for customers

98% of customers report a neutral to highly satisfactory experience when filing chargebacks, and only 12% are denied. 

A pie chart showing that 45% of customers are satisfied with the chargeback process.
45% of customers are Very Satisfied with the process of initiating chargebacks through their banks and credit card companies.

Why? Many customers believe chargebacks are faster and easier than dealing with merchants directly, especially if return policies are unclear. 

4. Transaction issues drive chargebacks

The most common reason for filing a chargeback is “product not received” (35% of the cases). Other common reasons included:

  • Fraudulent transaction claims - 16%
  • Product significantly not as described - 15%
  • Unauthorized transaction - 15%

Why? When customers don’t receive clear shipping updates or experience delivery delays, they assume their order won’t arrive and file a chargeback rather than waiting.

5. Friendly fraud is a major problem

Friendly fraud occurs when a cardholder makes a legitimate purchase but later disputes the charge as fraudulent or unauthorized, leading their card issuer to reverse the payment. 

Our research found that:

  • 21% of customers admitted to not fully understanding the chargeback process. 
  • Another 20% aren’t even aware of what a chargeback is. 
  • 97% of consumers believe they’ve never filed a chargeback incorrectly, while only 3% admit they have.
97.14% of customers have initiated a false chargeback
Nearly all customers (97%) have initiated a false chargeback at one point.

According to our State of Chargebacks report, 79% of chargebacks are actually friendly fraud, meaning they were filed for invalid reasons.

Why? Many customers mistakenly believe that a chargeback is just another way to request a refund, rather than a process intended for fraud or merchant failure. 

📌 The takeaway: Most chargebacks aren’t actual fraud, but rather a result of customer confusion, impatience, or poor communication from merchants.

The solution: how to stop chargebacks before they happen

Merchants who want to stop chargebacks before they happen need a two-part strategy:

  • Fast, customer-focused support to resolve issues before customers dispute charges. 
  • Automated chargeback management to detect and fight disputes efficiently, so merchants don’t lose revenue to invalid claims.

Chargebacks result from slow response times, poor communication, and unresolved issues, not fraud. Adopting AI-driven customer support and chargeback automation allows businesses to significantly reduce disputes and retain more revenue. 

How AI-powered support & chargeback automation work together

Instant responses prevent frustration-driven chargebacks

Many chargebacks happen because customers don’t receive a fast enough response. In fact, 52% say they will dispute a charge if the response time is too slow. AI-powered chatbots provide real-time support, resolving issues before they escalate. 

Proactive communication reduces uncertainty

Customers expect updates regarding orders and refunds, but often don’t receive them. 80% of customers report never hearing from a merchant after filing a chargeback. 

Automated order updates, refund confirmations, and proactive notifications keep customers informed, reducing unnecessary disputes.

24/7 availability ensures no issues go unanswered

Customers expect round-the-clock support, but most businesses can’t provide live assistance. AI-powered ticketing and automation ensure every customer receives help, regardless of the time zone or urgency.

The result? Fewer chargebacks, faster resolutions, and increased customer satisfaction.

Actionable strategies for improving response times

Prioritize long-term clients

It’s impossible to please every customer. On average, chargebacks take 50 days to resolve successfully. Focus your energy on retaining high-value, long-term customers.

Prioritize high-risk inquiries

Lost inquiries take on average 15 days to resolve, and lost chargebacks take 38 days. Prioritize cases based on impact. 

Build efficient escalation systems

Advanced automated ticketing systems can route inquiries and prioritize urgent cases.

Use pre-approved resolution templates

Ensure customer service teams have quick-response templates to speed their resolutions.

Work closely with shipping carriers

“Product not received” was the most cited reason for delivery-related chargebacks. Work closely with carriers and third-party suppliers to improve fulfillment and reduce disputes.

Leverage chargeback management tools

Use automated tools for real-time analytics, enhanced communication, and proactive alerts, which will reduce response times. 

Gorgias & Chargeflow: A fully automated chargeback prevention system

Successfully tackling chargebacks requires both proactive customer support and automated dispute management. That’s why Gorgias and Chargeflow work so well together to give merchants a comprehensive defense against disputes.

Post-purchase automation isn’t just about reducing customer support workload or quick replies. It's about finding the most effective ways to increase customer loyalty and prevent disputes.

Learn more about how AI-driven automation enhances post-purchase experiences here.

How Gorgias prevents chargebacks with conversational AI

  • Automated real-time responses engage customers before they decide to dispute charges.
  • Proactive customer communication ensures customers receive updates on their orders, refunds, and transactions.
  • 24/7 availability ensures customers receive the support they need without increasing overhead. 

How Chargeflow automates chargeback prevention & recovery

  • Pre-dispute alerts notify merchants before a chargeback is finalized and provide proactive intervention.
  • AI-powered chargeback responses to automate evidence collection and improve win rates. 
  • Smart analytics to help merchants understand why disputes happen and how they can prevent them. 

Final thoughts: Stop chargebacks before they start

As you know, chargebacks are costly, frustrating, but most importantly, preventable. Our research shows that most chargebacks don’t stem from fraud, but from poor communication, slow response times, and customer uncertainty.

By prioritizing fast, AI-driven customer support and automated chargeback management, merchants can resolve issues before they escalate, improve customer experience, and protect their revenue. 

With Gorgias handling proactive customer support and Chargeflow managing chargeback disputes, merchants get a powerful, end-to-end prevention system that ensures fewer chargebacks, higher dispute win rates, and, at the end of the day, happier customers. 

Don’t let chargebacks drain your revenue. Take control today with faster, smarter automation.

Download Chargeflow’s full Psychology of Chargebacks Report to dive deeper into the data and start preventing disputes before they happen.

min read.

9 Ways to Use AI to Personalize the Customer Journey

Use AI to segment behavior, predict intent, and personalize CX across chat, email, and support touchpoints.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • Use AI across both support and sales. Ecommerce brands are using AI to drive revenue and efficiency by combining automation in chat, email, and customer data with personalized product guidance and upsells.
  • Analyze post-purchase surveys with AI to uncover customer insights. AI quickly identifies themes, sentiment, and trends from open-ended feedback to inform product, shipping, and support decisions.
  • Predict customer intent with AI before they take action. By analyzing behavior like cart activity or page views, AI can engage high-intent shoppers with personalized nudges in real time.
  • Automate QA and proactive support with AI. AI reviews 100% of conversations, flags quality issues, and triggers outreach for known problems — all before customers even ask.

Shoppers aren’t just open to AI — they’re starting to expect it.

According to IBM, 3 in 5 consumers want to use AI as they shop. And a McKinsey study found that 71% expect personalized experiences from the brands they buy from. When they don’t get that? Two-thirds say they’re frustrated.

But while most brands associate AI with support automation, its real power lies in something bigger: scaling personalization across the entire customer journey. 

We’ll show you how to do that in this article.

AI for customer data 

Before AI can personalize emails, recommend products, or answer support tickets, it needs one thing: good data.

That’s why one of the best places to start using AI isn’t in sales or support — but in enriching your customer data. With a deeper understanding of who your customers are, what they want, and how they behave, AI becomes a personalization engine across your entire business.

Enriching surveys with AI

Post-purchase surveys are gold mines for understanding customers — but digging through the data manually? Not so fun.

AI can help by analyzing survey responses at scale, identifying trends, and categorizing open-ended customer feedback into clear, actionable insights. Instead of skimming thousands of answers to spot what customers are saying about your shipping times, AI can surface those insights instantly — along with sentiment and behavior signals you might’ve missed.

Try this prompt when doing this: "Analyze 500 open-ended post-purchase survey responses. Identify the top 5 recurring themes, categorize customer sentiment (positive, neutral, negative), and surface any trends related to product quality, delivery experience, or customer support."

Predicting customer intent before they even say a word

One of AI’s biggest strengths? Spotting intent.

By analyzing things like page views, cart activity, scroll behavior, and previous purchases, AI can identify which shoppers are ready to buy, which ones are likely to churn, and which just need a little nudge to move forward.

This doesn’t just apply to email and retargeting. It also works on live chat, in real time.

Take TUSHY, for example.

To eliminate friction in the buying journey, TUSHY introduced AI Agent for Sales — a virtual assistant designed to guide shoppers toward the right product before they drop off. 

Instead of letting potential customers bounce with unanswered questions, the AI Agent steps in to offer:

  • Personalized product recommendations based on shopper questions
  • Compatibility guidance (especially for customers unsure which bidet works with their toilet)
  • Real-time installation tips and links to helpful how-to articles
TUSHY uses AI Agent to answer customers on live chat.
TUSHY removes pre-sales friction with Gorgias's AI Agent to answer product questions, resolve compatibility concerns, and deliver personalized recommendations.

With a growing product catalog, TUSHY realized first-time buyers were overwhelmed with options — and needed help choosing what would work best for their home and hygiene preferences.

“What amazed us most is that the AI Agent doesn’t just help customers choose the perfect bidet for their booty — it also provides measurement and fit guidance, high-level installation support, and even recommends all the necessary spare parts for skirted toilet installations. It’s ushering in a new era of customer service — one that’s immediate, informative, and confidence-boosting as people rethink their bathroom habits.”

—Ren Fuller-Wasserman, Sr. Director of Customer Experience at TUSHY

Forecasting revenue by segment

AI also helps you see the road ahead.

Instead of looking at retention and loyalty metrics in isolation, AI can help you forecast what’s likely to happen next and where to focus your attention.

By segmenting customers based on behaviors like average order value, order frequency, and churn risk, AI can identify revenue opportunities and weak spots before they impact your bottom line.

All you need is the right prompt. Here’s an example you can run using your own data in any AI tool:

Prompt: “Analyze my customer data to forecast revenue by segment. Break customers into at least three groups based on behavior patterns like average order value, purchase frequency, and churn risk. 

For each segment, provide:

  1. A projected revenue trend for the next quarter
  2. A key insight about their behavior
  3. One actionable recommendation to either grow or retain revenue from that segment.”

Here’s what a result might look like:

  • VIPs (Top 5% by LTV): Predicted 15% growth next quarter based on repeat behavior
  • One-time Buyers: 70% churn risk flagged—time to trigger a win-back campaign
  • Discount-Only Shoppers: Revenue likely to dip unless incentive strategy changes

Instead of flying blind, you’re making decisions with clarity — and backing them with data that scales.

AI for sales 

When used strategically, AI becomes a proactive sales agent that can identify opportunities in real-time: recommending the right product to the right shopper at the right moment.

Here’s how ecommerce brands are using AI to drive revenue across every part of the funnel.

Dynamic pricing that responds to the market (and the shopper)

Your prices shouldn’t be static — especially when your competitors, inventory, and customer behavior are anything but.

AI-powered pricing tools like AI Agent for Sales help brands automatically adjust pricing based on shopper behavior. The goal is to make the right offer to the right customer.

For example:

  • Show a discount to a price-sensitive shopper who’s hesitating at checkout
  • Recommend premium add-ons to high-LTV customers who are more likely to spend

With dynamic pricing, you can protect your margins and boost conversions — without relying on blanket sales.

Turning chat into a personal shopper (that never sleeps)

AI-powered chat is no longer just a glorified FAQ. Today, it can act as a real-time shopping assistant — guiding customers, boosting conversions, and helping your team reclaim time.

That’s exactly what Pepper did with “Penelope,” their AI Agent built on Gorgias.

With a rapidly growing product catalog (22 new SKUs in 2024 alone), Pepper knew shoppers needed help discovering the right products. Customers often had questions about styles, materials, or sizing, and if they didn’t get answers right away, they’d abandon carts and move on.

Instead of hiring more agents to keep up, Pepper deployed Penelope to live chat and email.

Her job?

  • Instantly answer questions about fit, fabric, or product differences
  • Guide shoppers toward the best option for their needs
  • Recommend complementary products (like matching panties or bottoms)
  • Free up agents to focus on higher-value 1:1 moments, like virtual fit sessions
“With AI Agent, we’re not just putting information in our customer’s hands; we’re putting bras in their hands... We’re turning customer support from a cost center to a revenue generator.”
—Gabrielle McWhirter, CX Operations Lead at Pepper
Pepper uses Gorgias's AI Agent on their website via chat.
Pepper uses AI Agent to provide proactive sales support on chat, handling objections and encouraging customers to make informed purchases.

Let’s look at how Penelope performs on the floor:

Real-time recommendations

A shopper asked about the difference between two wire-free bras. Penelope broke down the styles, support level, and fabric in plain language — then followed up with personalized suggestions based on the shopper’s preferences.

Proactive engagement

Using Gorgias Convert chat campaigns, Pepper triggers targeted messages to shoppers based on behavior. If someone is browsing white bras? Penelope jumps in and offers assistance, often leading to faster decisions and fewer abandoned carts.

Intelligent upsells

If a customer adds a swimsuit top to their cart, Penelope suggests matching bottoms. No full-screen popups, no awkward sales scripts — just thoughtful, helpful guidance.

Support and sales in one

Penelope also handles WISMO tickets and return inquiries. If a shopper is dealing with a sizing issue, Penelope walks them through the return process and links to Pepper’s Fit Guide to make sure the next purchase is spot on.

Pepper uses AI Agent to automatically answer product questions.
A customer asks about the fabric used in her Pepper bra. AI Agent successfully responds with the proper details in a natural tone of voice.

By implementing AI into chat, Pepper saw a 19% conversion rate from AI-assisted chats, an 18% uplift in AOV, and a 92.1% decrease in resolution time.

With Penelope handling repetitive and revenue-driving tasks, Pepper’s team now has more time to offer truly personalized touches — like virtual fit sessions that have turned refunds into exchanges and even upsells.

Curating bundles with AI-powered sales data

Bundling is a proven tactic for increasing AOV — but most brands still rely on subjective judgment calls or static reports to decide which products to group.

AI can take this a step further.

Instead of just looking at what’s bought together in the same cart, AI can analyze purchase sequences. For example, what people tend to buy as a follow-up 30 days after their first order. This gives you powerful clues into natural buying behavior and bundling opportunities you might’ve missed.

If you’re looking to explore this at scale, you can use anonymized sales data and feed it into AI tools to surface patterns in:

  • Frequently bundled items
  • Follow-up purchases within a set time frame
  • High-value product pairings with repeat potential

Try this prompt:

 "Analyze this spreadsheet of order data and identify product bundle opportunities. Look for: (1) products frequently purchased together in the same order, (2) items commonly bought as a second purchase within 30 days of the first, and (3) patterns in high-value or high-frequency product pairings. Provide insights on the most promising bundles and why they might work well together."

Just make sure you’re keeping customer data anonymous — and always double-check the insights with your team.

Related: Ecommerce product categorization: How to organize your products

AI for support

AI isn’t just here to deflect tickets. From quality assurance to proactive outreach, AI can elevate the entire support experience — on both sides of the conversation.

Quality checks powered by AI

Manual QA is slow, selective, and often feels like it’s chasing the wrong tickets.

That’s where Auto QA comes in. Instead of reviewing just a handful of conversations each week, Auto QA evaluates 100% of private messages, whether they’re handled by a human or an AI agent.

Every message is scored on key metrics like:

  • Resolution completeness
  • Brand voice
  • Empathy and tone
  • Accuracy

It gives support leaders a full picture of how their team is performing, so they can coach with clarity, not just gut feeling.

Here’s what brands can do with automated QA:

  • Save time by focusing only on the conversations that need attention
  • Ensure consistency across agents and AI with a single scoring standard
  • Improve agent performance with targeted coaching and feedback
  • Deliver higher-quality support that customers actually notice

Let’s walk through a real example.

Customer: “Hi, my device broke, and I bought it less than a month ago.”

Agent: “Hi Kelly, please send us a photo or a video so we can determine the issue with your device.”

Auto QA flags this interaction with:

  • Communication Score: 3/5 — The agent was clear, but could have shown more empathy in tone.
  • Resolution Score: Complete — The issue was addressed effectively.

Proactive support that reaches out first

Reactive support is table stakes. AI takes it a step further by anticipating issues before they happen — and proactively helping customers.

Let’s say login errors spike after a product update. AI detects the surge and automatically triggers an email to affected customers with a simple fix. No need for them to dig through help docs or wait on chat — support meets them right where they are.

Proactive AI can also be used for:

  • Order delay notifications with live tracking updates
  • Subscription renewal reminders
  • Back-in-stock alerts with support follow-up for next steps

This saves the time of your agents because the AI will spot problems before they turn into tickets.

Understanding sentiment at scale

Your customers are telling you what they think. AI just helps you hear it more clearly.

By analyzing reviews, support tickets, post-purchase surveys, and social comments, AI can spot sentiment trends that might otherwise fly under the radar.

For example:

  • Multiple reviews mention “runs small”? AI flags it, so your team can update the product description or add a sizing chart.
  • A sudden rise in “frustrated” language in support tickets? Time to check if something’s off with your shipping or product quality.

Related: 12 ways to upgrade your data and trend analysis with Ticket Fields 

Personalization at scale starts with the right AI stack

Whether you’re enriching customer data, making smarter product recommendations, triggering dynamic pricing, or proactively resolving support issues, AI gives your team the power to scale personalization without sacrificing quality.

With Gorgias, you can bring many of these use cases to life — from AI-powered chat that drives conversions to automated support that still feels human. 

And with our app store, you can tap into additional AI tools for data enrichment, direct mail, bundling insights, and more.

Personalized ecommerce doesn’t have to mean more work. With the right AI tools in your corner, it means smarter work — and better results.

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min read.

Should Brands Disclose AI in Customer Interactions? A Guide for CX Leaders

Explore the risks, benefits, and best practices for AI transparency in customer support. Plus, a framework to help you decide whether or not to disclose AI.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • Check legal requirements. Some regions mandate AI disclosure—stay compliant.
  • Transparency impacts trust. Some customers appreciate honesty; others may disengage.
  • Frame AI as helpful. Position it as a support tool, not a human replacement.
  • Refine your approach over time. Monitor feedback and adjust AI disclosure as needed.
  • AI is everywhere in customer service—powering live chats, drafting responses, and handling inquiries faster than ever. 

    But as AI takes on more of the customer experience, one question keeps coming up: Should brands tell customers when they’re talking to AI?

    Legally, the answer depends on where you operate. Ethically? That’s where things get interesting. Some argue that transparency builds trust. Others worry it might undermine confidence in support interactions. 

    So, what’s the right move?

    This guide breaks down the debate and gives CX leaders a framework to decide when (and how) to disclose AI—so you can strike the right balance between innovation and trust.

    The legal landscape: What are the disclosure requirements?

    Depending on where your business operates, disclosure laws may be strict, vague, or nonexistent. Some laws, such as the California Bolstering Online Transparency Act, prohibit misleading consumers about the use of automated artificial identities.

    For maximum legal protection, it’s best to proactively disclose AI use—even when not explicitly required. 

    A simple disclaimer can go a long way in avoiding legal headaches down the line. Here’s how to disclose AI use in customer interactions:

    • In email: Use your email signature to indicate that AI has assisted in generating the response.
    • In chat: Update your Privacy Policy to clarify when AI is involved in customer interactions.

    Truthfully, AI laws are evolving fast. That’s why we recommend consulting legal counsel to ensure your disclosure practices align with the latest requirements in your region.

    But beyond avoiding legal trouble, transparency around AI usage can reinforce customer trust. If customers feel deceived, they may question the reliability of your brand, even if the AI delivers great service.

    Related reading: How AI Agent works & gathers data

    How does disclosure impact trust and satisfaction?

    Research shows that 85% of consumers want companies to share AI assurance practices before bringing AI-driven products and experiences to market.

    But what does “transparency” actually mean in this context? An article in Forbes broke it down, explaining that customers expect three key things:

    1. Clear disclosure: They want to know when AI is (and isn’t) used in customer interactions.
    2. Simple, non-technical language: AI disclosures shouldn’t feel like reading a terms-of-service agreement. Keep it digestible.
    3. Easy-to-find information: AI disclosures should be visible—not buried in fine print. A chatbot notification, a banner on your site, or a brief message before an AI-powered chat begins can make a big difference.

    How you disclose AI matters just as much as whether you disclose it. At the end of the day, AI isn’t inherently good or bad—it’s all about how it’s implemented and trained. 

    The business perspective: Risks and benefits of AI transparency

    The way a brand approaches AI disclosure can impact trust, satisfaction, and even conversion rates—making it a decision that goes beyond simple legal requirements.

    While some customers appreciate honesty, others may hesitate if they prefer human support. Brands must weigh the pros and cons to determine the best approach for their audience.

    Risks of disclosure

    Let’s be honest: AI in customer service still carries baggage. While some consumers embrace AI-driven support, others hear "AI" and immediately picture frustrating, robotic chatbots that can’t understand their questions.

    This is one of the biggest risks of transparency: customers who’ve had bad AI experiences in the past may assume the worst and disengage the moment they realize they’re not speaking to a human.

    For brands that thrive on personal connection and high-touch service, openly stating that AI is involved could create skepticism or drop-off rates before customers even give it a chance.

    Another challenge? The perception gap

    Even if AI is handling inquiries smoothly, some customers may assume it lacks the empathy, nuance, or problem-solving skills of a live agent. Certain industries may find that transparency about AI use leads to more escalations, not fewer, simply because customers expect a human touch.

    Benefits of disclosure

    Despite the risks, transparency about AI can actually be a trust-building strategy when handled correctly.

    Customers who value openness and ethical business practices tend to appreciate brands that don’t try to disguise AI as a human. 

    Being upfront also manages expectations. If a customer knows they’re speaking to AI, they’re less likely to feel misled or frustrated if they encounter a limitation. Instead of feeling like they were "tricked" into thinking they were talking to a human, they enter the conversation with the right mindset—often leading to higher satisfaction rates.

    And then there’s the long-term brand impact

    If customers eventually realize (through phrasing, tone, or inconsistencies) that they weren’t speaking with a human when they thought they were, it can erode trust. 

    Deception—whether intentional or not—can backfire. Proactively disclosing AI use prevents backlash and reinforces credibility, especially as AI becomes a bigger part of the customer experience.

    Example: How Arcade Belts used AI transparency without losing the human touch

    Arcade Belts, known for its high-quality belts, wanted to improve efficiency without compromising customer experience. By implementing Gorgias Automate, they reduced their reliance on manual support, creating self-service flows to handle common inquiries.

    Arcade Belts' website uses Gorgias Chat to automate FAQs
    Arcade Belts uses Gorgias Automate to automatically answer common questions.

    Initially, automation helped manage routine questions, such as product recommendations and shipping policies. But when they integrated AI Agent, they cut their ticket volume in half. 

    The transition was so seamless that customers often couldn’t tell they were interacting with AI. “Getting tickets down to just a handful a day has been awesome,” shares Grant, Ecommerce Coordinator at Arcade Belts. ”A lot of times, I'll receive the response, ‘Wow, I didn't know that was AI.”

    You can read more about how they’re using AI Agent here.

    Decision-making framework: Should you disclose AI?

    We mentioned it earlier, but deciding whether or not to disclose your use of AI in customer support depends on compliance, customer expectations, and business goals. That said, this four-part framework helps CX leaders evaluate the right approach for their brand:

    Step 1: Assess legal requirements

    Before making any decisions, ensure your brand is compliant with AI transparency regulations.

    • Research regional laws governing AI disclosure, as requirements vary by jurisdiction.
    • Consult legal counsel to confirm whether your AI usage falls under any mandated disclosure policies.
    • Stay informed on evolving AI governance frameworks that could introduce new compliance obligations.

    Step 2: Review customer expectations and brand positioning

    AI transparency should align with your brand’s values and customer experience strategy.

    • Consider whether transparency supports your brand’s messaging—does your audience expect openness, or do they prioritize seamless interactions?
    • Analyze customer sentiment through surveys and engagement data to determine if they prefer knowing when they’re speaking with AI.
    • Review past AI interactions to identify patterns in customer reactions and adjust your approach accordingly.

    Step 3: Test both approaches and measure the impact on CSAT

    Rather than making assumptions, run controlled tests to see how AI disclosure affects customer satisfaction.

    • Conduct A/B tests comparing interactions with and without AI disclosure.
    • Track key support metrics like response time, CSAT scores, and AI resolution rates to measure effectiveness.
    • Experiment with different positioning strategies—does framing AI as a helpful assistant improve customer perception?

    Step 4: Adjust based on customer feedback and industry trends

    AI strategies shouldn’t be static. As customer preferences and AI capabilities evolve, brands should refine their approach accordingly.

    • Regularly collect customer feedback to understand how AI disclosure impacts their experience.
    • Monitor industry trends to see how competitors and market leaders are handling AI transparency.
    • Stay flexible—if sentiment shifts, be ready to adjust your disclosure strategy to maintain trust and efficiency.

    Best practices for AI disclosure (if you choose to disclose)

    If you decide to be transparent about AI in customer interactions, how you communicate it is just as important as the disclosure itself. Let’s talk about how to get it right and make AI work with your customer experience, not against it.

    First, make AI part of your brand voice

    AI doesn’t have to sound like a corporate FAQ page. Giving it a personality that aligns with your brand makes interactions feel natural and engaging. Whether it’s playful, professional, or ultra-efficient, the way AI speaks should feel like a natural extension of your team, not an out-of-place add-on.

    Instead of:
    "I am an automated assistant. How may I assist you?"

    Try something on-brand:
    "Hey there! I’m your AI assistant, here to help—ask me anything!"

    A small tweak in tone can make AI feel more human while still keeping transparency front and center.

    AI Agent responding to good customer feedback with a discount
    AI Agent uses an outgoing, enthusiastic, and approachable tone.

    Read more: AI tone of voice: Tips for on-brand customer communication

    Clarify the AI’s role

    One of the biggest mistakes brands make? Leaving customers guessing whether they’re speaking to AI or a human. That uncertainty leads to frustration and distrust.

    Instead, be clear about what AI can and can’t do. If it’s handling routine questions, product recommendations, or order tracking, say so. If complex issues will be escalated to a human agent, let customers know upfront.

    Framing matters. Instead of making AI sound like a replacement, position it as a helpful extension of your support team—one that speeds up resolutions, but hands off conversations when needed.

    Blend human and AI seamlessly

    Even the best AI has limits—and customers know it. Nothing is more frustrating than a bot endlessly looping through scripted responses when a customer just needs a real person to step in.

    AI should be the first line of defense, but human agents should always be an option, especially for high-stakes or emotionally charged interactions.

    A smooth handoff can sound like:
    "Looks like this one needs a human touch! Connecting you with a support expert now."

    Frame AI messaging positively

    AI disclosure doesn’t have to feel like an apology. Instead of focusing on limitations, highlight the benefits AI brings to the experience:

    • Faster responses
    • 24/7 availability
    • Instant answers to common questions

    It’s the difference between:

    "This is an AI agent. A human will follow up later."

    vs.

    "I’m your AI assistant! I can answer most questions instantly—but if you need extra help, I’ll connect you with a team member ASAP."

    The right framing makes AI feel like an advantage, not a compromise.

    Monitor customer feedback and adjust messaging

    AI perception isn’t static. Regularly analyzing sentiment data and customer feedback can help refine AI messaging over time—whether that means adjusting tone, improving explanations, or updating how AI is introduced.

    When you follow these best practices, AI can be a real gamechanger for your customer support. Just take it from Jonas Paul… 

    When AI is done right: Jonas Paul’s success story

    Jonas Paul Eyewear, a direct-to-consumer brand specializing in kids' eyewear, needed a way to manage high volumes of tickets during the back-to-school season without overwhelming their customer care team. 

    AI Agent responding to a customer asking about what eyeglass lenses to choose
    AI Agent helps a customer with the lens selection process.

    To streamline these conversations, Jonas Paul implemented AI Agent to provide instant responses to FAQs. This allowed human agents to focus on more complex cases that required personalized attention.

    “Being able to automate responses for things like prescription details and return policies has allowed us to focus more on the nuanced questions that require more time and care. It’s been a game changer for our team,” said Lynsay Schrader, Lab and Customer Service Senior Manager and Jonas Paul.

    Jonas Paul saw a 96% decrease in First Response Time and a 2x ROI on Gorgias’s AI Agent with influenced revenue. You can dive in more here.

    Make AI transparency work for you with AI Agent

    Whether or not your brand chooses to disclose AI in customer interactions, the key is to ensure AI enhances the customer experience without compromising transparency, accuracy, or brand identity.

    So how can you get started? Gorgias AI Agent was built with both effectiveness and transparency in mind. 

    For every interaction, AI Agent provides an internal note detailing:

    • The Guidance, Articles, or Macros it referenced
    • The source of any account information it used
    • A prompt for your feedback to continually refine and improve responses

    Excited to see how AI Agent can transform your brand? Book a demo.

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

    Further reading

    Ecommerce Churn Rate

    Ecommerce Churn Rates: Measure and Reduce Lost Customers and Revenue

    By Ryan Baum
    18 min read.
    0 min read . By Ryan Baum

    Customer churn (or customer attrition) is a vital metric among subscription-as-a-service (SaaS) SaaS companies and other subscription-based businesses (think Netflix). However, your online store — whether or not you have a subscription-based product — can use churn rate as a way to understand and reduce the rate at which you lose business. 

    In recent years, ecommerce businesses have realized that rising customer acquisition costs (CAC) have limited the value of new customers. Constantly chasing new customers through expensive ad spend and marketing strategies does not lead to sustainable revenue. 

    Instead, ecommerce brands have started investing in their customer experience to make existing customers happy, generate more reviews and referrals, and help their bottom line. Data of Gorgias customers shows that repeat customers account for only 21% of customers, but generate 44% of revenue and 46% of orders. That’s why improving your repeat customer rate, not just your acquisition rate, should be a top priority.

    In this article, we discuss what customer churn is, why it’s important for your online business, and how you can calculate and reduce your churn — thus growing a larger, more resilient company. 

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    What is ecommerce churn rate?

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

    Customer churn is a more common metric for SaaS businesses and other subscription-based business models than it is for most ecommerce stores. That’s because those business models can easily spot the moment when an active customer cancels their subscription, or churns. 

    But online stores without subscription models can approximate customer churn by looking into customer behavior metrics like:

    • Negative feedback and customer complaints
    • Repeat purchases or lower purchase frequency
    • Reduced customer satisfaction (CSAT) or net promoter score (NPS) 

    Formula for calculating customer churn rate

    To perform your churn rate calculation, you need to gather a few numbers. First, you need the total number of customers who were with your business at the beginning of the specific time frame you’re analyzing — this could be at the beginning of a month to calculate monthly churn rate. Next, you need the number of customers that were with your business at the end of the time period you’re analyzing. 

    For example, if you are trying to calculate churn over a one-month period, you need the number of customers at the beginning of that month, and the number of customers at the end of that month. Once you have these two numbers, you can plug them into this customer churn rate formula:

    [(customers at the beginning of the time period - customers at the end of the time period) / customers at the beginning of the time period] x 100 = customer churn rate (%)

    Here’s an example of how this could look:

    [(5,000 customers on 1st of month - 4,800 customers on 31st of month) / 5,000] x 100 = 4% churn rate

    Formula for customer churn rate, explained below.

    What is revenue churn rate? 

    Revenue churn rate is a metric that measures changes in your store’s incoming revenue from existing customers. For businesses that sell standalone products rather than subscription-based products, revenue churn may be a more accurate indicator of your ability to retain business.

    Revenue churn rate is also easier to conceptualize and measure because you’re measuring changes in revenue from existing customers, which is a clear-cut number for every type of store, not changes in existing customers themselves. 

    You can look into your gross revenue churn rate, which just measures the amount of revenue lost from existing customers, or net revenue churn rate, which also factors in the amount of money gained from existing customers.

    Formula for calculating revenue churn rate

    To determine your net revenue churn rate for a given month, find your monthly recurring revenue (MRR) — or the incoming revenue you got from existing customers — at the beginning of the month and subtract that from your MRR end of the month. Divide that amount by the total MRR at the beginning of the month:

    Formula for revenue churn rate, explained below.

    [(revenue from customer at the beginning of the time period - revenue from customers at the end of the time period) / revenue from customers at the beginning of the time period] x 100 = revenue churn rate (%)

    If you want to find your gross revenue churn rate, subtract any upsells, upgrades, or other additional revenue from existing customers when calculating your MRR at the end of the month. 

    Remember: Do not include any revenue from new customers during this time period. Churn rate calculates the amount of revenue you lost from repeat business, not the total change in revenue. 

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    Why ecommerce businesses should make churn a priority KPI

    We already explained that customer retention is make-or-break for online stores because, while repeat customers account for only 21% of customers, they generate 44% of revenue and 46% of orders. By conducting churn analysis and lowering your churn rate, you’ll increase the long-term revenue, or customer lifetime value (LTV), of each new customer that makes a purchase.

    While return customers only make up 21% of the average store
    Gorgias

    Repeat purchases are just the tip of the iceberg. If you can deliver a customer experience that produces loyal customers, you can also expect more reviews and referrals, larger cart values at checkout, more opportunities for upgrades and upsells, and higher-quality feedback to continue making your product and customer experience even better. 

    For a deeper dive into the connection between customer experience and revenue, check out our playbook for CX-Driven Growth. 

    Understanding a healthy churn rate for ecommerce brands

    A good churn rate is difficult to benchmark for ecommerce because, as we mentioned, most ecommerce stores are not subscription-based. Beyond that, some ecommerce stores are a better fit for repeat business than others. For example, a company that sells coffee beans will naturally experience more repeat business than a company that sells coffee machines, because most households only need one machine but will regularly need new beans.

    However, Omniconvert analyzed data from over 1,000 online stores to give a sense of the average churn rate for ecommerce, or the rate at which customers return to an online store after their initial purchase. The following numbers show the % of customers that were not retained, meaning they purchased at least one item but did not come back to purchase additional items, over a year-long span: 

    Churn rate by ecommerce industry, listed below.
    Omniconvert
    • Beauty and fitness: 62% churn rate
    • People and society: 63% churn rate
    • Food and drinks: 64% churn rate
    • Health: 65% churn rate
    • Books at literature: 69% churn rate
    • Pets and animals: 70% churn rate
    • Sports: 70% churn rate
    • Apparel: 71% churn rate
    • Home and garden: 75% churn rate
    • Toys and hobbies: 77% churn rate
    • Shoes: 78% churn rate
    • Apparel clothing accessories: 79% churn rate
    • Consumer electronics: 82% churn rate
    • Gifts and special events: 82% churn rate

    These metrics may help you understand how your churn rate compares to your customers. However, if your churn rate doesn’t stack up, don’t be discouraged: the biggest challenge is to continually improve your own metrics, not necessarily outpace your competitors — at least in the short term. By optimizing your store and focusing on lowering your churn rate month after month, you’ll develop a highly competitive score in due time.

    7 ways to reduce ecommerce churn rates

    It may be impossible to get your company’s churn rate to zero, but it is important to make sure it stays as low as possible. As mentioned earlier, it can be tricky for ecommerce businesses to address churn, unless you’re a subscription business. Luckily, there are still some strategies you can employ to help reduce your churn rate that lean heavily on understanding your customer base and emphasizing a great customer experience. 

    1) Segment customers to target the right people at the right time

    A large part of addressing churn is having a deep understanding of your customers and their unique desires. For many businesses, there are major differences within the customer base and segment that customer base helps you personalize your marketing and customer experience. This way, everyone who visits your site, receives a message, or makes a purchase gets a tailored experience.

    You can segment customers along many axes including (but nowhere near limited to): 

    • Items they purchase
    • When they make purchases
    • The volume of their purchases
    • Demographic factors

    These customer segments help you send targeted advertisements, reduce irrelevant or repetitive messages, and provide tailored support. 

    If you use Gorgias for ecommerce customer service, the integration with Klayvio can help you create better customer segments based on support interactions. For example, you could exclude anyone with an open support ticket from marketing emails, or send a targeted win-back campaign to customers who rate their support experience poorly. Both of these examples could be great ways to rescue at-risk relationships all along the customer journey, reducing lost customers for your brand.

    image

     

    Learn more about how the Klayvio and Gorgias integration unites your customer experience platform with your segmentation and personalization. 

    2) Collect feedback from customers on a regular basis

    Another way to address a high churn rate is to regularly collect feedback from your customers. Customer feedback can teach you a lot about what your customers expect.

    If you use Gorgias, you can automatically send CSAT surveys after every support interaction to get real-time feedback from customers. On top of CSAT, we recommend collecting net promoter score (NPS) and conducting periodic long-form interviews with your most engaged customers to understand what’s working and what could be improved.

    Gorgias
    Gorgias

    Once you collect customer feedback, there are a number of things you can do next. Here are some to think about:

    Ask fans of the company to write reviews, or create a referral program

    Once you begin to gather positive feedback from customers, you may think about creating a campaign to field reviews or even create a referral program. It’s not exactly ethical to outwardly ask customers to write good reviews, but if they rate your company highly, there’s nothing wrong with thanking them and asking if they’d be interested in sharing their experience with others. 

    The Gorgias, Yotpo, and LoyaltyLion logos

    If you use Gorgias, integrations with tools like Yotpo and LoyaltyLion can build a simple review and referral program into your customer experience platform. Both integrations help you deliver a special customer experience to your most valuable customers and generate more reviews and loyalty as a result.  

    Thank the customer for their feedback (positive or negative)

    Once you’ve heard from a large group of customers, be sure to respond to each customer and thank them for their feedback, whether it’s positive or negative. 

    Perhaps even consider offering them a promo code as a “thank you” that can be used on their next purchase. For customers that specifically had negative feedback, be sure to follow up to address the issue.

    Here, we set up a Macro, or a templated response, for customers who have left negative reviews with the help of the Yotpo integration:

    A Gorgias macro that thanks customers for feedback and offers a discount.

    Share feedback with other teams to implement larger improvements to your product and CX

    Once you collect feedback, you need to make sure it gets to the team that can actually implement it. We see so many customer support teams sitting on a gold mine of customer feedback without a system to disseminate it across the company. Whenever possible, reiterate to your company’s leadership that your team speaks to customers more than just about anyone, and other teams should be hungry for those insights. 

    With Gorgias, you can auto-tag tickets with categories of feedback so that you can quickly and easily sort, quantify, and digest feedback about the product, shipping, website, or anything else. Autotagging involves a combination of Intent Detection, which analyzes the words in each ticket to automatically detect the category of issue, and automated Rules, which give each ticket a tag based on the intent (like “feedback-product”).

    Auto-tag customer feedback for sharing feedback across the company.

    And, since Gorgias’ pricing model doesn’t charge for extra seats, you can even invite members from each of those teams into the helpdesk and create a special view that only shows tickets tagged with the relevant type of feedback so they can see exactly what customers have said about their specific function within your business.

    3) Use omnichannel and proactive customer service strategies

    Great customer support reduces churn by helping customers avoid and solve issues that would have otherwise driven them away from your brand. We write a lot about what makes great customer support, but here we’ll focus on one central idea: reducing customer effort. 

    Reducing customer effort means that customers don’t have to search hard for ways to contact support or wait a long time for an answer. Two specific strategies stand out to give customers convenient, fast support:

    First is omnichannel customer service, which is all about letting customers get in touch with you in whichever channel they prefer, in the least bumpy and disjointed way possible. Whether customers want to call, text, or message you on Instagram — or a combination of all three — they shouldn’t have to re-explain the problem. This kind of meet-them-where-they-are support is the new baseline for customer service, and anything less may drive customers away.

    Gorgias

    Second is proactive customer support, which can look like welcoming new customers with a DM on social media, asking if website visitors have any questions via your live chat, or setting up self-service resources like an FAQ page on your website. All three of these options give customers more opportunities to raise questions, get recommendations, and have a satisfying shopping experience without too much effort.

    ‎Read more: How omnichannel communication can drive revenue & boost customer loyalty

    4) Introduce loyalty-building campaigns and strategies

    A final way you can help reduce churn is by introducing loyalty-building campaigns and strategies. This further builds upon understanding the various segments of your customer base and what each group wants. Some specific campaigns you can tap into include rewards programs, giveaways, and user-generated content (UGC).

    Loyalty-building campaigns to reduce churn, listed below.

    Use rewards programs to incentivize repeat shopping

    If you don’t have a customer loyalty program already (otherwise known as a rewards program), you may want to consider it. This type of program rewards customers who repeatedly interact with your brand and is a customer retention strategy. In basic terms, the more a customer interacts with your business, the more rewards they earn. This is most commonly seen through offering points for every dollar a customer spends, then being able to cash those points in for various rewards. 

    Nearly 68% of customers said they’d join a loyalty program for brands they like, and 56% of that group said they were willing to spend more with a brand — even if there are cheaper options available — according to Yotpo’s State of Brand Loyalty 2021 Survey.

    The more loyalty points a customer has with your brand, the harder it will be for them to churn.

    Run giveaways to build customer loyalty

    Just like a rewards program, giveaways can improve brand sentiment and help attract and retain customers. 

    Here are some helpful tips to consider when creating your brand’s giveaway campaign: 

    • Have a clear goal. Do you want more social proof or do you want to build awareness around a new product?
    • Clearly state the rules of the giveaway. Being unclear in your explanation of a giveaway can result in negative experiences for potential customers, so be clear and concise in your explanation of the rules. 
    • Be strategic with the entrance to the giveaway. If you are looking to boost your business’s Instagram following, have the entrance criteria for the giveaway be to follow your brand on Instagram. If you want to generate a lot of new email subscribers to expand the sales funnel, require a subscription to your brand’s emails. 
    • Choose a prize that your audience would love. Just about anyone would like a new iPhone or a $100 Visa gift card, but those types of prizes won’t necessarily bring in quality potential customers. Choose a gift that is either a product from your company, or within the same industry. 

    Use user-generated content (UGC) to engage current and new customers

    User-generated content is a win-win: It celebrates your current customers while serving as social proof for new ones. Ask paying customers to send a photo or video of them using the product to share on your website or social media. For additional incentive, you can compensate chosen submissions with a gift card or discount code — all of which bring those customers even closer to your brand.

    Meanwhile, that content will serve as marketing for new website visitors. Over half (51%) of consumers in a survey by Olapic and Cite Research said they “trust user images because they are more authentic and trustworthy than brand-owned assets.” So, if you haven’t implemented UGC strategies, it may be time to give them a try in order to engage new and current customers while contributing to a lower customer churn rate. 

    5) Implement systems to stop involuntary churn

    Voluntary churn, when a customer decides to cancel their subscription or stop buying products, isn’t the only type of churn. Involuntary churn, also called passive churn, occurs when customer orders don’t go through and nobody notices or cares to find the reason. Usually, involuntary churn is because a customer got a new credit card and didn’t update your information.‍

    If you sell a subscription-based product, avoid these passive cancellations by creating a process to follow-up with customers after their card fails on a renewal date:

    1. Run the card multiple times to ensure the error wasn’t a fluke
    2. Send an automated email sequence from various members of your support team to remind the customer to update their card to continue the subscription
    3. Escalate the outreach to SMS if the customer still doesn’t respond or update the card
    4. Export the contact and build a list of involuntarily churned customers to conduct a separate win-back email sequence

    According to data from our CX Growth Playbook, reducing involuntary churn is a low-lift initiative that could boost your revenue by .05%. To learn about 17 other improvements to your customer experience that can boost revenue, check out the full playbook.

    6) Improve your post-purchase experience

    Your post-purchase experience is everything that the customer sees (or doesn’t see) after they complete a purchase, like a page that appears confirming the purchase and the follow-up confirmation. Think of your post-purchase experience as your onboarding from new customers to existing customers.

    A cycle of post-purchase experience, from shipping to reviews to customer service.

    A poor post-purchase experience leaves first-time customers wary about your brand and confused about what to expect next: When will the product arrive? How long can I get a refund? Did they get my address right? All of these could be factors in a customer's decision not to return to your brand. 

    Take a look at our guide to post-purchase experience, which includes tips like:

    • Deliver important how-to and use case content
    • Provide plenty of opportunities for feedback (and ask directly)
    • Invite customers to join your brand communities

    7) Encourage exchanges instead of returns

    Exchanges are preferable over returns for a couple of reasons. First, an exchange is much less expensive for your brand since the customer still pays for a product, even if you have to cover the extra shipping. Second, exchanges are better for customer relationships because you still give customers an opportunity to fall in love with your product and, hopefully, stick around instead of churning. 

    You can steer customers toward an exchange by offering additional trade-in credit for exchanges. Loop Returns makes this simple within their returns and exchanges portal:

    Loop Return lets customers get extra in-store credit for exchanges
    Loop Returns

    This strategy is effective: Shopify stores that use Loop issue 15% fewer refunds than brands that don’t.

    Learn how the Gorgias + Loop integration unites your helpdesk and returns management software. 

    You can also add live chat support on your returns portal page, which gives your customer support team an opportunity to resolve whatever issues drove them to the page or suggest a replacement product.

    image
    Jaxxon

    Even if a customer requests a return, make the experience as easy and fast as possible. Even if you lose one sale, a great experience may make it more likely for the customer to come back for the next. Whereas a bad experience guarantees they’re gone for good. 

    To make returns as fast as possible, use a helpdesk that integrates with your ecommerce platform so you can issue a refund directly in the helpdesk. 

    Learn how Gorgias makes refunds quick and easy thanks to a deep integration with Shopify.

    Lower your churn rate – and other key KPIs – with Gorgias

    Since you landed on this article, you might be in the process of creating a system to measure and improve your brand’s ability to satisfy customers and generate repeat business. If that’s true, check out our guides to evaluating your customer service program, gauging your customer support team’s return on investment (ROI), or our list of ecommerce KPIs your brand should track.

    And as your brand continues to grow, keep a close eye on the customer experience you offer your customers. While some brands treat customer experience more like a vibe than an essential growth strategy, we know that CX and revenue are closely linked

    Want to learn more about how to turn your customer support team into a profit center? Book a demo and see Gorgias, the helpdesk designed for ecommerce growth, in action. 

    Customer Support Incentives

    How Customer Support Incentives Can Boost Performance and Lift Revenue

    By Jordan Miller
    13 min read.
    0 min read . By Jordan Miller

    Your customer service team's performance can have a major impact on the customer experience and the overall success of your brand. Like any employee, though, customer service agents sometimes need motivation and direction to achieve the best results.

    65% of customers have higher expectations for customer support than they did three to five years ago, so offering incentives designed to improve agent performance is now more important than ever. And as customer experience continues to have a larger impact on overall revenue, ensuring agent performance aligns with company goals is mission-critical.

    We put together this guide to help you develop an employee incentive program with incentive ideas to boost employee morale, employee satisfaction, and overall performance. We also chatted with Caela Castillo, Director of Customer Experience at men’s jewelry retailer Jaxxon, and share some best practices from her team’s incentive program.

    Why are customer support incentives important for your team?

    According to Gorgias data from over 10,000 merchants, launching a customer service employee incentive program can lift overall revenue by 1%.

    There are a couple of reasons why incentive plans for customer support teams can offer this degree of value. The first and most obvious benefit of these programs is that they are proven to boost agent performance: Properly structured incentive programs can improve employee performance by as much as 44%.

    Customer support incentive programs are especially beneficial when you can align your incentive programs with company goals and channel that performance boost toward the areas that matter most.

    Along with improving agent performance, customer support incentive programs can also improve employee retention. The cost of replacing an employee is typically one-half to two times the employee's annual salary, and employee recognition programs can help mitigate turnaround and boost retention.

    Here’s what Caela says about the impact of customer support incentives at Jaxxon:

    Agents love having these goals because it keeps morale high, allows them to show off their performance, and comes with a prize if they hit their goals! We do switch things up often so that the agents don't feel like they have to hit certain goals only when a prize is attached and we have yet to see those scores decline.

    7 great ways to incentivize customer support

    The final step in designing an incentive program is choosing the rewards you will provide to your team and individual agents when they reach company goals. The sky's the limit here, and there's a lot of room to create creative goals that will best motivate your agents.

    To help you get started choosing the rewards for your incentive program, here are a few great ideas for how to incentivize customer support agents:

    1. Issue an extra paid day off to the top performing team member
    2. Reward the team with a free lunch after hitting a goal
    3. Create an internal team Slack channel to celebrate wins
    4. Give out cash bonuses
    5. Offer flex time to your customer service teams
    6. Create a customer service team member of the month incentive
    7. Award top performers with company swag or other gifts

    1) Issue an extra paid day off to the top performing team member

    Issuing rewards to the top performing team member during a given period encourages healthy competition that inspires agents to do their best work. Extra paid time off is an especially great incentive for companies without budget for monetary compensation.

    Why we love this idea

    Issuing an extra paid day off to your top performing team member recognizes the individual efforts of the agents that contribute the most to your company. Those kinds of results deserve to be recognized, and everyone loves paid time off! The biggest benefit of this incentive, though, is that it encourages (healthy) competition. In many cases, the friendly competition and desire to be the top performer will be even bigger motivators than the reward itself.

     2) Reward the team with a free lunch after hitting a goal

    Along with rewarding individual performance, it's also important to reward team-wide performance in order to encourage teamwork and collaboration. Treating your support team to a free lunch (or a gift card for a local restaurant for remote teams) is a simple and affordable way to reward your entire team for reaching a team-wide goal.

    Why we love this idea

    Treating your support team to lunch lets you reward your entire team in one easy, relatively affordable event. It also encourages more team bonding and provides your team with an opportunity to celebrate their accomplishments.

    3) Create an internal team Slack channel to celebrate wins

    Slack is a great platform for project management and team communication, but you can use it to celebrate accomplishments, too. By creating an internal Slack channel to announce and celebrate individual and team-wide accomplishments, you can ensure that all your agents feel recognized for their hard work.

    Why we love this idea

    Recognition alone is sometimes all it takes to motivate an employee — and recondition is free. Setting up an internal Slack channel to celebrate wins provides a medium for recognizing agent performance and allows agents to celebrate together, further encouraging team bonding.

    Here at Gorgias, have a #wins channel for informal praise and use Lattice to give employees official recognition:

    Lattice helps your share wins and employee recognition on Slack.
    Source: Lattice

    4) Give out cash bonuses

    It might not be the most original or creative incentive, but that doesn't mean it's not effective. No matter who it is that you are rewarding, you can rest assured that they are going to appreciate a cash bonus. Offering bonuses when agents meet individual goals or even team-wide bonuses for team goals is guaranteed to provide your agents with a strong source of motivation.

    Why we love this idea

    Cash is king, and few things will incentivize an employee more than cash bonuses. Cash bonuses are also the most straightforward type of reward and don't require extra effort or planning.

    5) Offer flex time to your customer service teams

    The ability to set their own hours is something that employees have come to value more and more, so offering flex time to your support agents can be a great incentive. You can offer this incentive as a one-time reward (for example, letting an agent set their own hours for one week after reaching a goal), or you can provide agents who continually meet their objectives with the option to set their own hours on an ongoing basis.

    Why we love this idea

    This is another simple and affordable way to provide support reps with a desirable incentive. Best of all, offering flex time may actually improve your team's performance on its own; according to a 2021 Gartner survey, 43% of employees say that having flexible working hours helps them achieve greater productivity.

    6) Create a customer service team member of the month incentive

    There's a reason why "employee of the month" programs are so popular. Recognizing the top performer on your support team each month won't cost your company anything, and it'll promote healthy competition within your team.

    Why we love this idea

    Again, recognition alone is often the best reward and most powerful source of motivation. By making something of a spectacle out of recognizing your top performers (company announcement, plaque, etc.), you can incentivize your support team with minimal effort and expense.

    7) Award top performers with company swag or other gifts

    Cash is great, but there's still something special about receiving a physical gift. Offering company swag, such as branded t-shirts, pens, and coffee mugs, to top performers is one great option to consider (if your company has swag to offer). Letting employees choose their own gifts from a catalog of available options is another commonly employed method of rewarding employees with physical gifts.

    Consider an employee gifting platform like Guusto to recognize employees with a wide variety of gifts. And with Guusto, a dollar of every gift goes toward providing clean drinking water for someone in need:

    Guusto helps you share gifts with top-performing employees.
    Source: Guusto

    Why we love this idea

    Gifts are often valued more by the receiver than their monetary value. As a bonus, rewarding your top performers with company swag means that they will be promoting your brand everywhere that they take their new gifts.

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    How to design a customer service incentive program

    If you would like to design an incentive program that will reward your team's hard work and provide them with intrinsic motivation to offer the best customer service possible, here are the six steps that you should follow:

    How to design a customer service incentive program.

    1) Identify a core company goal based on demonstrated problem

    One benefit of customer service incentive programs is providing recognition and improving employee engagement and satisfaction. However, the biggest benefit of such programs is that you can use them to steer support teams toward accomplishing key company goals.

    Before you can create a program that will incentivize your whole team to work toward important company goals, you first need to define what those goals are. Attracting new customers, generating referrals, and improving customer loyalty or customer retention rates are just a few measurable goals you can build your incentive program around. 

    One best practice is to design your goals around a demonstrated problem. For instance, if your resolution times are longer than you'd like them to be, creating an incentive program to reward helpful response times may improve customer satisfaction.

    Don’t be afraid to think outside the box here. Most customer service teams will default to metrics like first-response time, which is a great option. But as you develop your program further, remember that customer support has a large impact across the customer journey. Don’t be afraid to think about goals related to on-site conversion rate, proactive conversations with customers, conversations on public social media channels, educational content in your knowledge base, and beyond.

    The impact of customer experience across the entire customer journey.

    For example, Gorgias incentives employees to refer friends and former colleagues to improve our hiring effort. If you are in the midst of customer service hiring, consider using a program like Trusty for employee referrals:

    Trusty is a good program for employee referrals.

    2) Search for a customer service metric that has room for improvement (and aligns with the company goal)

    Goals are only beneficial if they are measurable. You can't hand out performance-based awards unless you can keep score, which requires you to identify and track measurable customer service metrics. So once you have an overall company goal in mind, do some digging to see which metric will have the biggest impact:

    Align your customer support metrics with a larger business goal.

    Customer satisfaction score (CSAT), response and resolution times, net promoter score (NPS), and retention rates are a few of the measurable customer service metrics that you can use to evaluate the performance of individual agents and the performance of your whole team. By pinpointing metrics that align with the company goals you set for your incentive program, you can create a data-based system for measuring and rewarding agent performance that will encourage progress toward essential company objectives.

    Here are a couple of examples of the kinds of customer support metrics Caela’s team lowered with incentives: 

    We used to have Live Chat FRT around 45 seconds. With this program, we have brought it down to under 30s even hitting 15s. With phone answer times our goal used to be 80% answered within 30s and now it's 90% answered within 15s.

    3) Consider individual and team-wide rewards programs

    Individual and team-wide incentives both have their place in a customer service incentive program. Team-wide incentives encourage teamwork and collaboration and can focus your entire team's efforts toward a common goal. Meanwhile, individual incentives encourage personal responsibility and individual agent performance and ensure that each agent is recognized for their contributions.

    As you create your incentive program, developing a rewards system that encourages individual and team-wide performance will deliver the best results.

    Here’s how Caela thinks about individual vs. team goals:

    We have both individual and team goals. We switch these up month to month or depending on what we want to focus on. I have seen more success with team goals because it keeps everyone motivated and encourages them to hold each other accountable. Team goals are hit almost consistently every month. When we do individual goals, we typically have an 80% success rate.

    4) Set up a system to track your metrics in real time

    We've already mentioned the importance of choosing measurable metrics that are aligned with company goals. In many cases, actually measuring those metrics on an ongoing basis is easier said than done.

    Helpdesk software such as Gorgias makes tracking key customer service metrics in real time easier than ever before. With Gorgias, you can access detailed metrics and analytics about individual agent performance and team-wide performance — metrics that you can use to form the scoring system for your incentive program. 

    With a unified dashboard that clearly showcases key metrics regarding revenue generation, customer satisfaction, response times, and much more, Gorgias makes it easy for ecommerce stores to track the performance of their support teams in real-time.

    We mostly use Support Performance: Overview, Agents, and Revenue to track those goals. But, we also use Self-Service and occasionally tags. (I’m interested to learn how to use these more efficiently and explore the Macros and Intents stats as well).

    Here’s a glance at the Overview of Support Performance Statistics in Gorgias, which you can filter by agent, period of time, channel, and much more:

    Gorgias's support performance view shows you metrics like first-response time and tickets closed.

    Gorgias also has other analytics views, including a Revenue Statistics view (which we’ll cover below) and a Customer Satisfaction view to track improvements in CSAT over time:

    Gorgias's customer satisfaction score shows you CSAT responses and score trends.

    5) Create a policy and announce your new incentive program

    Like any new program, your customer service policy will only succeed once employees understand how to participate. To get started, keep the program as simple as possible. Simple perks — Jaxxon offers Amazon gift cards, for example — for simple improvements. 

    If you have a human resources department, consider consulting them to make the policy airtight. Otherwise, here’s a template to get you started:

    Purpose: [Company name] is launching a customer service incentive program to make strides toward two company goals: improving employee engagement and customer experience. The program provides monetary bonuses to team members who meet team goals set at the beginning of each quarter. We understand that our customer service team is a large contributor to loyal customers and company revenue, and are thrilled to have a formal employee recognition program to reward these important efforts. 

    Incentive structure:

    • The Director of Customer Support sets individual and team goals at the beginning of each quarter
    • Each agent’s level (L1, L2, L3) determines their individual goal for the quarter
    • The team
    • Individuals who meet their goal qualify for an individual reward (e.g. $100 Amazon gift card)
    • If the team meets the goal, all agents will receive a team reward (e.g. $25 Amazon gift card)

    Eligibility:

    • Only full-time employees of [Company name] are eligible for incentives
    • Part-time and outsourced call-center agents do not qualify for the program
    • Employees eligible for other company incentive programs do not qualify for the program
    • Employees on performance improvement plans (PiPs) do not qualify for the program

    Procedure to claim rewards:

    • Agents do not need to reach out to redeem rewards: the Director of Customer Support will distribute rewards by the 15th of the following month
    • If you do not receive your reward by the 15th, reach out to the Director of Customer Support to resolve the issue

    6) Revisit your chosen metrics often and tweak them as needed

    Incentive programs are at their best when they are dynamic, continually adapting to meet new goals and address new challenges. By tracking customer support metrics in real time using Gorgias' helpdesk software, you can easily revisit the metrics you chose for your incentive program and adjust the program's goals as needed.

    Ideally, your customer support incentive program will enable you to improve key customer support metrics and move on to new goals as previous goals are met. However, there may also be cases where you determine that a metric might not be the best one to base your program around, and you need to change it. In either case, continually tracking customer support metrics and tweaking your incentive program enables you to keep the program aligned with company goals as your company scales and new challenges and opportunities arise.

    Why customer support incentives are a great way to drive revenue

    One of the best metrics to base your customer support incentive program on is revenue generation. While customer support teams are often viewed as problem-solvers, the reality is that your customer support team can greatly impact your ecommerce store's bottom line in a lot of ways. Generating referrals, promoting customer loyalty, reducing cart abandonment, and driving conversions via upsells and personalized product recommendations are just a few ways that excellent customer support can create revenue for ecommerce stores.

    Reasons customer service accelerates growth.

    Most brands have trouble understanding the amount of revenue customer support brings in, which is why we developed the Revenue Statistics dashboard in Gorgias. You can see real-time metrics like the conversion rate of customer support conversation and the total sales driven by support:

    Gorgias's revenue dashboard helps you track the impact of customer support on sales.

    To learn more about how great customer support can drive revenue for ecommerce stores, check out Gorgias' CX-Driven Growth Playbook.

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    Track and reward customer support performance with Gorgias

    Creating an incentive program for your customer support team is one of the best ways to motivate team members and focus their efforts toward company goals. But to create an incentive program around measurable, impactful metrics, you need the right tools by your side. 

    With Gorgias' industry-leading helpdesk, you can track key support metrics like revenue generation, referrals, customer satisfaction, response time, and much more. Find out how we helped our customers transform their customer support teams into revenue-generating machines, and book a demo to see what we can do for your team.

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    Social Media And Customer Service

    5 Tips to Revamp Social Media Customer Service for Your Shop

    By Alexa Hertel
    21 min read.
    0 min read . By Alexa Hertel

    Your social media presence serves many purposes, from creating a brand image to testing out new product ideas. And whatever type of social media posts your brand creates, one thing is certain: people are going to reach out to you there.   

    Using social media as a support channel can be unwieldy and time consuming for ill-equipped teams. Customer inquiries pop up in many different places, like in the comments on your paid ads, in direct messages, or as comments on your posts. The tricky part is keeping up with the customer service issues that arise while still maintaining a positive, engaging presence. 

    However, the benefits of social media customer service outweigh the negatives, especially with the right tools and approach. 

    Below, learn how to leverage your social media channels for customer support in ways that stand out to your customers and support your team. 

    What is social media customer service and how can it benefit your shop?

    Social media customer service is when brands answer support queries through one or more social media platform. Support tickets often come in through direct messages (DMs) or as comments on paid ads or organic posts. This differs from social media marketing, as it’s a largely reactive type of engagement.   

    How social media is used in customer service

    Service interactions on social media usually happen:

    1. As part of an omnichannel approach to meet customers where they are
    2. To manage brand reputation and resolve public comments privately
    3. To offer support in the format and on the channels people like to use 

    1) As part of an omnichannel approach to meet customers where they are

    Social media can be used as a way to further connect with your customers and potential customers in the spaces they’re already active in. When teams answer support across different channels that seamlessly connect, that’s part of an omnichannel customer service approach. And, according to research from Shopify, 58% of people claimed that their purchase decision was influenced by getting support on their preferred channel.  

    image
    ‎Learn more: How omnichannel communication can drive revenue & boost customer loyalty

    2) To manage brand reputation and resolve public comments privately 

    Beyond answering direct messages from customers on social media platforms, maintaining a brand presence on social media helps you keep tabs on mentions of your brand, as well as engage and provide customer support via comments or threads

    Showing customers that your brand is available whenever they have an inquiry builds trust. In fact, 69% of Facebook users in the U.S. who message businesses report that it makes them feel more confident about the brand, according to Meta for Business.  

    In addition, social media is a public form where anyone can view comments, whether they’re positive or negative. Everyone who looks at your brand’s social page will be able to take a look at what people are saying. Because of this, it can define what people think of you and change your brand’s perception. 

    These customer queries get the most eyes on them by far as compared to a one-on-one channel like email, direct messages, interacting with a chatbot, or making a phone call.  

    3) To offer support in the format and on the channels people like to use 

    Not everyone wants to make a phone call when they need help. 

    Shoppers are more likely to actually reach out to you if they can do it on a channel they like, as opposed to not reaching out and just being upset and posting about that publicly, telling their friends, or simply never purchasing from you again.  

    📚Recommended reading: Should you delegate social media to your customer support team?

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    Differences between social media customer service and traditional methods

    It’s (sometimes) public

    Customer support via social media differs from traditional email or phone support because it’s public, so your customer support team members’ responses are on display for others to see. 

    While emails, phone calls, or direct messages are handled privately, Instagram comments, public tweets, or Facebook comments are public to your entire audience. The way your support team handles these customer interactions could influence your future sales and brand perception.  

    High-volume requests across many channels can get lost

    Customer service requests on social media can get out of hand quickly because they can come in through many different channels in many different ways. If your team isn’t using some level of automation or a tool to capture each query, it’s easy to lose comments and ignore upset customers who really need support. 

    Each social media platform is different 

    To provide excellent customer service on social media, your social media customer support reps have to consider the nuances of each social media platform as well. Depending on your brand, you may use LinkedIn, TikTok, or even Snapchat for customer service. Below, we focus on three of the most common social media channels.

    Facebook (and Facebook Messenger)

    According to research by the Pew Research Center, Facebook is the second most popular social media channel with 69% of US adults saying that they use it. The research center also found that Facebook is popular with all different demographics, so chances are you’ll find some of your target audience there. Because Facebook is such a large platform, it’s important that you have some sort of presence there. 

    📚Recommended reading: Best practices for using Facebook Messenger for customer service

    Twitter 

    When answering customer questions on Twitter, opt for speed. Twitter is built on the idea of immediacy and short-form in-the-moment takes. According to a study conducted by Twitter, one in four people Tweet at a brand because they want a faster response. 

    Note: Gorgias no longer supports Twitter interactions. But you can manage Facebook, Instagram, Messenger, SMS, and WhatsApp posts from within Gorgias.

    Instagram 

    Instagram has pivoted into a shopping platform. People are scrolling through family photos just as much as they’re shopping for items and discovering new ecommerce stores. According to Shopify’s Future of Commerce report, 30% of US internet users now make purchases without leaving the social platform they’re on. Now, Instagram claims that half of users use Instagram Shopping to make a purchase weekly. 

    These shoppers need to be able to get support in-app because they want to make purchases without exiting the app as well. If your business doesn’t offer support on Instagram, you could lose sales. 

    📚Recommended reading: 9 Tips to Improve Customer Service on Instagram

    5 strategies to improve your social media customer care

    There are four major strategies you can implement in order to use your social media customer service channels in the most successful ways possible. 

    1) Have genuine conversations with your customers 

    As mentioned above, social media is casual and customers will reach out on social media instead of a traditional method because they want a genuine answer without the formalness of an email. Use Facebook, Instagram, Twitter, TikTok, or even WhatsApp to build relationships with your customers by having engaging conversations.

    When a customer feels that your brand is being genuine they are more likely to trust you, become a loyal customer, and write a review or recommend your brand to their family and friends. This can lead to more new customers because 60% of consumers believe customer reviews are trustworthy, according to HubSpot Research. Even more, SuperOffice finds that 86% of customers are ready to pay more if it means they get a better customer experience. What all of this means is that building relationships with each and every customer will lead to the further success of your brand. 

    📚Recommended reading: The Ultimate Guide to Personalized Customer Service

    2) Move conversations into direct messages  

    When you’re replying quickly to a lot of questions, it's sometimes easy to forget that you’re essentially in a public forum. Make sure you have systems in place to prevent customers’ personal information like phone numbers, shipping addresses, or order numbers from being viewed by the whole internet. Additionally, in the event of more complicated issues, you can comment publicly and ask the customer to private message (DM) you to help them resolve their issue. This shows that your brand is responsive to customer comments, but also that you value your customers’ privacy.

    If you’re using a helpdesk like Gorgias, you can send and receive DMs on Instagram, WhatsApp, and Facebook Messenger from right within your helpdesk. You can create a template, called a Macro in Gorgias, for moving public social media conversations to DMs.

    📚Recommended reading: Your Live Chat Support Guide: Benefits, Best Practices, and Helpful Tools

    3) Share self-service style content

    Another great use for your brand’s social media account is sharing self-service content. Oftentimes, customers ask the same questions over and over again. To help them get their questions answered quickly and efficiently, it can be beneficial to track which questions are very common and put together a document or self-service page to direct them to. 

    Information that can be common to include in this type of document is contact information, return policy information, shipping information, and location information if your brand has brick-and-mortar locations. This proactive information also helps keep customer support freed up for the more complicated, in-depth customer inquiries coming through social media. 

    image
    Branch
    If you’re interested in setting up a self-service customer service page, consider working with an ecommerce helpdesk platform like Gorgias.

    Consider sharing your most popular FAQ page on social media

    Though it can be extremely beneficial to direct customers on social media to a separate webpage that allows for self-service options, consider sharing your most popular FAQs on social channels. This will create more ease of use for customers and potentially get their questions answered even quicker. 

    4) Create a handle specifically for customer service support

    Depending on the size of your business, it may be a good idea to consider creating separate social media handles dedicated to customer support. This can be especially helpful for customers who have specific support needs. You can cross-promote your two different social pages on both accounts for ease of use. This way customers will be able to identify where to go for the quickest answer. In the event that a customer contacts the wrong social media account, it is important that a customer service rep responds to them from the correct account. This way, they’ll know where to reach out in the future. 

    This practice can also be beneficial for your internal teams, if you have two different teams within your organization managing social media. For example, your marketing team may be running ads and posting content, while your customer success team is sifting through comments and messages to tend to customers’ needs. Having two separate accounts can make it way easier on your internal teams, as well as keep everything more organized.  

    5) Reply quickly to exceed customer expectations

    As mentioned previously, quick responses are vital to a great customer service experience. This is especially true in the context of social customer service. Social media moves extremely fast, and customers expect speedy replies. 

    The longer a customer service agent waits to reply, the less likely the customer will be satisfied with the support you provide. However, it can be a tricky balance to respond quickly (which you can measure with metrics like average response time and resolution time) while also maintaining quality (which you can measure with metrics like customer satisfaction or net promoter score). 

    If you’re first starting out with customer service on social media, it may be helpful to understand what your customer base expects. To do this, you can consider asking them to fill out surveys. Surveys can also be used to continuously track customer satisfaction

    📚 Recommeded reading: Our list of the most important customer support metrics to track.

    Pro tip: Aim to respond within 15 minutes (if possible)

    This can be difficult outside of business hours, but if you have customer care team members who already work at night or on the weekends, this could help immensely. You can also dedicate space in your social profile’s bio to business hours and typical response times. This is a great way to manage expectations if you have a smaller team or are in an extremely busy time period. 

    How Gorgias helps ecommerce stores offer helpful, efficient customer service on social media

    When it comes to support, social media management gets challenging quickly. Even though your marketing team could attempt to keep up with comments or messages that require support, as your brand grows, it’ll only get harder. 

    A helpdesk like Gorgias has functionality that helps you to keep track of all social support mentions in one place, lets you create pre-written templates for common questions, and can even automate responses or like and hide posts on your behalf. It helps create workflow automations for your team to deal with high amounts of volume. 

    What can you respond to from within Gorgias?

    Before you implement a helpdesk like Gorgias, you’ll likely want to let your social team research what kind of responses do and don’t work for your target audience, and then start getting good results. Then, that’s where Gorgias comes in: Take those learnings, manufacture efficiency with Gorgias, and pass the support side of the channel onto your support team to set channels more on autopilot. 

    Here’s what you can respond to on each channel from Gorgias’s central platform. 

    • Facebook and messenger: Respond to comments, ad comments, mentions where you’re tagged, and direct messages.  
    • Instagram: Respond to Instagram messages, comments, ad comments, and mentions from posts and Stories. 
    • WhatsApp: Respond to WhatsApp messages and calls.

    Leverage autoresponses 

    Especially on paid ads, sometimes there are just too many comments for a small team to manage without letting support quality falter.

    Gorgias lets you autorespond to posts based on sentiment, so you can like promoter posts or auto hide angry or inappropriate comments. Auto-liking shows engagement without spending tons of time on going through each post on every channel daily.  

    This has helped themed party apparel brand Shinesty increase revenue. “The Facebook ad commenting has been very interesting,” says CX Manager Cody Szymanski. “People have been converting right there thanks to a simple social interaction.”

    See all customer interactions in one central place 

    “Having quick access to the side bar is super convenient and helps us turn our support agents into sales people. For instance, if a potential customer asks a question about sizing, the agent can quickly have a look at their previous order info,” the team at MNML shared. 

    This way, you can also see the customer’s entire history, including order info, past support interactions, and comments on social channels. 

    Create Macros for common social interactions

    Most likely, you’ll start to see the same questions or comments come in across social channels. Gorgias lets you create Macros, or templates, for the most common customer service messages you get on social media. This saves time for your support team and gets resolutions to your customers faster. 

    Like a Facebook comment, send a shipping status in a private Instagram message, or answer questions on Instagram – all from Gorgias’s centralized helpdesk.

    Essential tools for social media customer service

    Now that you have some solid social media customer service strategies, the next step is to understand how to streamline the process through social media customer service tools. Below we’ll cover how Gorgias, Chatdesk, Gatsby, ShopMessage, and Octane AI could help your brand. 

    Use Gorgias for efficient customer support

    Gorgias is an all-in-one customer service platform built specifically for ecommerce brands that seamlessly integrates with your entire stack (Shopify and Shopify Plus, BigCommerce, and Magento). 

    Through the platform, you can manage all of your organization’s customer service channels in real time, from live chat to email to social media. When it comes to social media specifically, there are many integrations Gorgias has that can allow your team to transition to social media customer service while keeping sales flowing and without slowing down support. 

    Learn more about how ‎Gorgias can help you manage social media customer service with ease.

    Chatdesk

    Chatdesk is a social media monitoring app that allows your customer support team members to manage social moderation across Facebook, Instagram, and TikTok. It also integrates with email and chat.

    Gorgias’ Chatdesk integration could be perfect for your brand if you strive to respond quickly — and around the clock — to all your Facebook comments, Instagram comments, DMs, and more. The app even allows for in-depth response personalization for your U.S.-based super fans.

    Related: Our list of the best social media integrations for Shopify.

    Gatsby

    The next tool within Gorgias that will help your brand with social media customer care is Gatsby. Gatsby is a type of social listening app that allows your customer success team to view and track insights specifically on Instagram when responding to tickets, as well as track mentions and engagement for your brand. This tool can also be used to automate ecommerce influencer workflows

    Here’s how it could work for you: With Gorgias and Gatsby integration, the tools can help you identify influential fans among your customer base. So, if someone is reaching out to support, you’ll be able to see if they are of “influencer status” thus, taking into account how they should be prioritized. This information can also be extremely valuable if you’re running customer engagement or customer satisfaction surveys.

    ShopMessage

    If your organization is heavy on Facebook Messenger — or if you’re hoping to expand in that area — ShopMessage could be a worthwhile tool you can integrate within your already-existing Gorgias platform. This tool sends messages to customers that can drive sales. It can contact customers via Facebook Messenger about things like abandoned carts, browser abandonment, welcome communications, upsells, shipping notifications, and custom Messenger menus. 

    ShopMessage also has the capabilities to help your customer success team with Facebook Messenger Marketing by making it simple to set up automatic, personalized messages to your customers. 

    Octane AI

    Octane AI works as a messenger bot platform to help you and your team automate your brand’s conversations on social media channels. It works like this: When a customer sends a message to your brand via social media, Octane AI will automatically create an open ticket in Gorgias.

    This means it’s simpler than ever to respond to your customers as quickly as possible. Having all your messages from various social networks in one place will also help prevent any from slipping through the cracks, thus creating an amazing customer experience.

    Learn more about how Gorgias and Octane AI integrate.

    Real-life examples of social media customer service

    Finally, to complete your understanding of social media customer service, we’ve rounded up some real-life examples of companies using social media for customer service. We hope these leaders of industry can inspire your future strategies. 

    Graza 

    Trendy squeezable olive oil shop Graza has become the choice for influencers filming content in their kitchens. The fun bottles are filled with liquid gold: high quality olive oil for sizzling and drizzling. With 24k followers on Instagram, the brand is growing, and its audience is highly engaged. 

    Recently, the brand ran a big promotion — but a loyal customer missed out because they had made a big order before the sale started. Graza responded to their comment, asked them to send in a DM, and implied that they would honor the promotion on that order. 

    Graza uses Gorgias to help manage their social media interactions at scale. 

    Instagram customer support from Graza.
    Graza
    Nike

    Nike currently has 9 million followers on its main Twitter page, @Nike, and about 202,000 followers on its customer service Twitter page, @NikeService. Nike is a perfect example of a brand utilizing both types of social media accounts to its advantage. For example, the brand often receives complaints from upset customers on its main Twitter account, but responds to the customer with its @NikeService account. 

    Here’s an example of a recent Twitter exchange where Nike handled a negative comment from an unhappy customer with ease and professionalism. 

    Twitter customer service from Nike.
    Nike
    This post is a truly stunning example of responding quickly in the public eye but directing the customer to a DM in order to understand their situation in more detail. 

    GoPro

    Technology company known for its action cameras, GoPro is another great example of solid social media customer service. The brand doesn’t have dedicated customer service accounts on social media, but is highly active and quick to respond to customers posing questions in the comments on their Instagram, Twitter, and Facebook pages. 

    For technology companies especially, it’s highly beneficial to have customer success reps who can answer customer questions with precision and accuracy. However, regardless of the industry your company is in, quality should always be a priority when responding to customers on social media. This also helps signal to other customers that you take your social media seriously, thus making others feel more comfortable to reach out there if they have a question or concern. 

    Here’s one recent example of an in-depth response to a vague GoPro customer inquiry. 

    Twitter customer support from GoPro
    GoPro
    Starbucks

    Beyond staying on top of customer inquiries and troubleshooting on social media, the opportunity social media presents when it comes to building customer loyalty and brand identity can’t be overstated. Starbucks is a great example of a brand that is doing just this. The company has a distinct voice on all of its social media pages (Facebook, Twitter, Instagram, and TikTok) as it interacts with customers on a daily basis. Even something as simple as a heart emoji on Instagram comments, or a quick, sweet encouragement when a customer comments about how much they love a signature Starbucks creation can do a lot to create a brand that customers want to interact with. This also helps customers feel more connected to the brand. 

    Starbucks also takes this approach further when it comes to responding to customer suggestions. For example, the Facebook post below shows a concerned customer sharing their ideas about creating more accessible Starbucks stores after the brand shared a post about its commitment to inclusivity and accessibility. Starbucks responds promptly and thanks the customer along with more information about how the company is sticking to its inclusivity and accessibility goals. 

    Facebook comments from Starbucks.
    Starbucks
    Wayfair

    Online home decor and furniture retailer Wayfair is another brand with standout social media customer service chops. Though the brand doesn’t have separate customer service social media channels, it is constantly keeping up with customer comments. Wayfair currently has 78,000 followers on Twitter, over 7 million likes on Facebook, and 1.7 million followers on Instagram. 

    Through its social channels, the company displays another great way to interact with customers on social media about its products. Because the brand sells home goods, many social posts are interior design photos featuring their furniture, which elicits a lot of customer questions about which pieces are which, and where they can purchase them. Wayfair does a great job of responding to customers’ product questions with clear and concise information. Take a look at one example below:

    Instagram comments from customer support teams.
    Wayfair
    Xbox

    Lastly, we want to highlight the video game console company Xbox. The worldwide success of the company means there are also a lot of customers who have questions and want their voices heard. Xbox does a great job responding to customer complaints and questions via Facebook, Twitter, and Instagram, however, the brand also makes it a point to have some fun with their responses, too — further connecting with customers on a personal level. 

    It can be really challenging for massive brands to show personality and remind customers that there are people behind the scenes who actually care and like to have fun, but social media is the perfect channel to make this fact known. The brand recently launched a marketing campaign featuring actor Andre Braugher where he is promoting Xbox’s new All Access monthly subscription service. The video was posted to all of Xbox’s social channels, and the brand took the opportunity to connect with customers in the comments.

    Here are a few snapshots of how they are doing it:

    A social media video shared by Xbox
    Xbox

    A social media meme from Xbox. Great example of silly customer support on Twitter.
    Xbox
    Enhance your social media customer service with Gorgias 

    From troubleshooting customer issues and answering their questions to simply showing off your brand's personality, social media customer service can be an extremely effective avenue to explore to boost your company’s customer experience quality.

    Jumping into social media customer service for the first time can be exciting but also a lot of work, so to help make the process a bit easier, we recommend checking out Gorgias for an all-in-one solution for your customer service team that also has standout live chat tools and amazing integrations.

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    Learn more about Gorgias and how you can get started.arn more about Gorgias and how you can get started.

    Shopify Abandoned Cart Recovery

    Actionable Tips and Tools for How to Reduce Shopify Abandoned Carts

    By Jordan Miller
    15 min read.
    0 min read . By Jordan Miller

    As an ecommerce store owner, the prospect of losing 70% of your sales probably makes your heart drop. But according to the Baymard Institute, that’s exactly what’s happening: 69.82% of online carts are abandoned.

    Even with the ecommerce shopping cart best practices in place, brands of all sizes struggle to get customers to place an order. The good news is that a handful of tweaks to your site’s user experience can greatly reduce cart abandonment. 

    Below, we’ll dive into some actionable solutions — ranging from offering free shipping to simplifying your checkout process — to lower your abandonment rates and boost your sales. 

    What is Shopify cart abandonment?

    Shopify cart abandonment occurs when a customer who’s online shopping on a Shopify store adds items to their cart but leaves the website before making the purchase. Ecommerce businesses that track cart abandonment do so by determining the rate of customers who add items to their cart against the rate of purchases.

    How to calculate your cart abandonment rate

    The formula to calculate your cart abandonment rate is:

    [Completed purchases / Carts created] x 100 = Cart abandonment rate

    Online shopping is a bit like browsing a shopping mall because you can browse a wide variety of stores without much buying intent. You may carry a few items around the store while you consider buying them, but you may put them down on a shelf and leave for another store — especially if the store associate doesn’t catch you in time to close the sale.

    Shopify cart abandonment represents the online version of that lack of commitment — with even less commitment because online shoppers can get distracted by a text message or leave your store without moving an inch. Fortunately, you can tweak your Shopify store to reduce cart abandonment, just like the in-store associate. 

    But before we share the steps you can take, let's explore the frequency and impact of the overall Shopify cart abandonment problem.

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    9 strategies for decreasing Shopify cart abandonment

    1. Use your data to prioritize changes
    2. Offer free shipping (or low-cost) shippin
    3. Create a rewards program and offer discount codes
    4. Use proactive live chat to guide customers through checkout
    5. Offer as many payment options as possible
    6. Simplify your checkout process 
    7. Ditch the mandatory account registration form
    8. Use exit-intent pop-ups to catch shoppers before they leave
    9. Use push notifications, SMS, and abandoned cart emails to recover abandoned carts

    Reducing shopping cart abandonment is one of the most effective ecommerce growth tactics. Rather than spending tons on ads to get new audiences to your site, you’re instead maximizing the value of the visitors you already get. (And what’s the point of more visitors if they don’t end up placing orders?) 

    Here are nine of our best tips for reducing cart abandonment to grow your ecommerce business. 

    1) Use your data to prioritize changes

    You could pick one of the tactics below and cross your fingers that it improves your cart abandonment rates. But you’ll see much better results by using your store’s data to come up with a strategy based on the highest potential impact for your unique store. 

    Dig into your cart abandonment data to strategize where you can make the most impactful changes. Specifically, you’ll want to pull data like:

    • Date and time of cart abandonment
    • Total abandoned order amount
    • Items abandoned
    • Shopper information (e.g. new vs. repeat)

    With information like this, you can better identify trends that can affect other areas of your ecommerce strategy. For example, if you notice that the majority of your carts are abandoned before the winter holidays, you may want to consider running a Black Friday promotion. Alternatively, you may also learn that your abandoned carts:

    • Usually contain the same item, indicating you might want to revisit that item’s pricing or the product page 
    • Don’t meet your threshold for free shipping, indicating you might want to lower that threshold
    • Are from first-time shoppers, indicating you may need more social proof like testimonials and positive reviews to boost new shopper confidence

    2) Offer free shipping (or low-cost) shipping

    As we mentioned above, unexpected taxes, fees, and shipping costs are the most common reasons shoppers abandon carts. For context, 82% of shoppers say they’d rather have free shipping than expedited shipping. And shoppers are used to free and fast shipping because of services like Amazon Prime, so it’s becoming an even bigger disadvantage to require paid shipping.

    For some ecommerce stores, especially new or small ones, free shipping for the entire site catalog isn’t always a sustainable option. So instead, offer free shipping for carts that meet a free shipping threshold. 

    Check out our article on how to offer free shipping for more information.

    Once you have a compelling shipping offer, use it as a marketing tool. Mention your free shipping in website banners, on checkout pages, and even on product pages. Look how Jaxxon, a luxury men’s chain retailer, clearly lets the shopper know how much they’ll have to spend to unlock free shipping right from the product page:

    Jaxxon's product pages show off their free shipping option (at a certain value of cart) to reduce cart abandonment.
    Source: Jaxxon

    3) Create a rewards program and offer discount codes

    Rewards, timely discount codes, and other incentives can push customers over the edge to make a purchase. 

    Parade, a DTC underwear brand known for its referral programs, uses a refer-a-friend program to get discount codes into the hands of people who haven’t yet shopped at your store. This is particularly smart because first-time shoppers tend to be the most hesitant (and therefore abandon the most carts). But the discount code and social proof from the referring friend work together to push shoppers toward a purchase:

    Source: Parade

    Discount codes and referral programs available to everyone will likely reduce cart abandonment but you should target customers with items in their cart (or customers who recently abandoned a cart) for the greatest impact. Live chat can help you target customers still shopping while exit-intent pop-ups and follow-up SMS or email can help with customers who already left your site. We’ll cover both strategies below.

    4) Use proactive live chat to guide customers through checkout

    Incorporate live chat, including proactive chat campaigns, as a way to help your customers during the checkout process and boost sales. A whopping 79% of stores that have live chat enabled report its positive impact on their sales and customer experience.

    Every store should enable live chat for support because it’s such a fast, appealing option for customers, especially when they’re actively considering a purchase. Say that a customer isn’t placing an order because they’re not sure whether a small or medium size would fit. If you have a visible (but not intrusive) live chat option in your ecommerce store, the customer can quickly type in their question and ideally have a resolution from your support team or chatbot in minutes:​

    Source: Gorgias

    With certain live chat apps, you can also take a more proactive approach to drive sales through your live chat widget. You can automatically reach out to certain customers (like shoppers hovering on the checkout page for more than a minute, or shoppers with a certain amount of merchandise in their cart) to ask if they have questions, offer discount codes, or remind them that you offer free shipping if they reach a certain amount (to drive upsells).

    With Gorgias’ live chat campaigns feature, you can customize your greetings — the below example gives a friendly welcome to people who visit a specific product page:

    Source: Gorgias

    5) Offer as many payment options as possible

    One simple way to reduce cart abandonment is to offer as many payment options as possible. If customers make it to your checkout page only to find they have limited options to pay — especially if those options require them to divulge personal information — they are more likely to abandon the purchase. 

    If you have a Shopify store, you can use Shopify Payments to easily accept a wide variety of payment options like credit cards, Apple Pay, and Google Pay without any third-party fees. If you don’t have Shopify Payments enabled, you’ll still be able to use major payment providers (like Paypal) to accept payments, but you may be stuck with limited payment options and fees.

    A collection of top payment methods for ecommerce, including Apple Pay, Google Pay, and Stripe.
    Source: Gorgias

    6) Simplify your checkout process 

    Reducing friction throughout your checkout process is another way to reduce abandoned checkouts. Get rid of unnecessary forms, fields, and questions that may turn your customers away from your store. Likewise, create large checkout buttons that make it obvious how to complete a purchase with the fewer clicks possible. If you’re still creating your store, you may want to try finding a Shopify theme with a streamlined checkout page. 

    One tip to optimize your checkout process is to include a Buy Now button on the product page itself. This streamlines the buying process and gives shoppers fewer off-ramps away from your website. Check out CROSSNET’s clear button guiding users to make a purchase — not just add items to a cart that will later get abandoned: 

    CROSSNET's product pages feature a large Buy Now button that takes the shopper immedately to checkout to reduce cart abandonment.
    Source: CROSSNET

    7) Ditch the mandatory account registration form

    This is technically an additional tip to simplify your checkout process, but it’s impactful enough to warrant its own section. While you want customers to create an account for future marketing opportunities, forcing shoppers to create an account in order to place an order halts momentum during the checkout process and turns people off from your store. 

    Instead, offer a guest checkout option with the choice to make an account for easier purchases next time they come to your store. Or, to make checkout even easier, consider adding one of Shopify’s dynamic checkout buttons. With an express checkout option like Amazon Pay, customers can complete a purchase without even typing out their billing and shipping information by retrieving that information from another service.

    Check out CROSSNET’s store, which offers multiple express checkout options:

    CROSSNET's checkout page offers express checkout to reduce the chances of cart abandonent for lack of payment options or a too-complicated checkout process.
    Source: CROSSNET

    8) Use exit-intent pop-ups to catch shoppers before they leave

    Making your checkout experience simple is a great start, but some customers may need one final push to place an order. Exit-intent pop-ups, or pop-ups that appear when a customer attempts to leave your store, can be the last-minute nudge (or discount code) that convinces customers to place an order.

    You can add a pop-up to your Shopify store through a Shopify app like Privy or Pop-Up Window. However, practice caution with any sort of pop-up. Some customers will get frustrated if pop-ups interrupt their browsing experience, so make sure you provide value with each pop-up and keep a close eye on your purchase data to ensure they don’t hurt your store’s performance.

    A pop-up that says "Don't leave yet, get 30% off!"
    Source: Privy

    Check out our guide to Shopify pop-ups for more information. 

    9) Use push notifications, SMS, and abandoned cart emails to recover abandoned carts

    Personalized push notifications can also be a helpful follow-up tool to help customers return to their carts. Push notifications give the customer a visual of the products still in the cart with clear calls to action. This helps remind customers that they still have unpurchased items waiting to be checked out. 

    SMS and email are other great options to reach customers even if they don’t return to your store. You can even create a full SMS or email campaign with an automated workflow that triggers emails to customers after a certain amount of time has passed, or after they revisit your website.

    Check out this example of a cart recovery email from Braxley Bands, which is a great example of how you can recover carts with humor and attitude — or whatever your brand voice may be.

    An abandoned cart recovery email from Braxley Bands with the subject line, "I'm not mad, I'm just disappointed"
    Source: Braxley Bands

    10) Consider retargeted ads to remind customers about what they left behind

    Another technique you can consider to help bring customers back to their carts in your online store is retargeted ads. Retargeting allows you to get ads in front of customers who visited your website and gave you their information — but didn’t purchase an item. 

    Most retargeted ads appear in the shopper’s social media feeds in the days after the abandoned checkout. They typically feature an image of the abandoned product, a new-and-improved discount, and a clear call to action (CTA) to purchase the item. 

    Take a look at this example of a retargeted Facebook ad from Pact Apparel:

    A retargeted Facebook ad from Pact Apparel that offers 20% off one order plus free shipping. This could help recover an abandoned cart.
    Source: Pact Apparel

    While retargeted ads work better than most ads, they still have a clickthrough rate of only .7%, so they may cost more than they provide in terms of recovered purchases.

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    8 tools that help decrease Shopify cart abandonment

    To limit shopping cart abandonment and encourage customers to make their purchases, you might need the help of some additional apps and tools.

    1) Gorgias

    A better overall customer experience can significantly lower your business’s cart abandonment rate. Why? Customers depend on things like an FAQ page, clear returns policies, and customer support to gain the information and trust they need to make a purchase.

    Gorgias is a customer service platform specifically designed to help ecommerce merchants boost revenue through customer experience. Some of the features that help Shopify stores reduce cart abandonment include:

    • Live chat: For proactive chat campaigns and targeted discounts, when customers are hovering on a checkout page or have items in their cart for a certain number of minutes 
    • Shipping and returns integrations: Lets you offer free/easy shipping, and promise returns if the customer isn’t happy
    • SMS and email: On top of being great support channels, you can use SMS and email marketing campaigns to remind and incentivize shoppers to complete an abandoned purchase

    Sign up for a demo of Gorgias to see how we can help you reduce cart abandonment rates, improve customer experience, and drive revenue.

    2) Recart

    Recart is an app specifically designed to help you recover sales from cart abandonment. It uses Facebook Messenger to send out push notifications on social media to your customers. It can send out reminders for abandoned carts and order-related messages like shipping notifications and receipts, and has pre-written templates for messages to help you save time and optimize your ecommerce cart recovery processes.

    See how Gorgias integrates with Recart.

    3) LoyaltyLion

    LoyaltyLion is a loyalty-building tool that helps you stand out from your competitors and offer great benefits and rewards to your customers. When a customer is happy with your brand and knows that checking out leads to great rewards down the line, they are much less likely to abandon their carts and instead will return due to the positive experience and relationship you have established with them.

    See how Gorgias integrates with LoyaltyLion. 

    4) Smile

    Smile is an app and platform that helps with customer retention. It gives points and rewards to customers that invite others to join them and sign up for your ecommerce rewards program. This helps to increase your customer retention rates and expand your ecommerce business’s customer lifetime value. You can also use Smile to nurture your customers and encourage them to engage with your rewards program.

    See how Gorgias integrates with Smile.

    5) Bulk Discount Code Generator

    Bulk Discount Code Generator allows you to save time and effort while reducing coupon abuse. You can generate reliable discount codes and coupon codes to use with orders on your ecommerce site without difficulty. You can then use those codes in pop-ups, email sequences, win-back strategies, loyalty programs, and more.

    6) PushOwl

    PushOwl is a push notification app that directly sends push notifications to mobile devices or desktops. You can quickly get out short, punchy messages that readers can easily consume and respond to. PushOwl is also a great tool with functionality for gathering important data and information from users and is especially effective for mobile shoppers, which are responsible for the highest rate of abandonment per platform.

    7) Omnisend

    Omnisend is a complete marketing app for Shopify. It offers advanced segmentation, pre-built automated emails and workflows, email templates, drag-and-drop editors, email list-building capabilities, and powerful analytics. In addition to all of this, Omnisend also has SMS marketing and push notification tools that you can use to create a sense of urgency for your abandoned carts with limited-time deals and time-sensitive rewards. You can also use A/B testing on your email subject lines and track open rates for your cart abandonment emails. Omnisend takes a lot of the work out of using Shopify and increases checkout purchases.

    See how Gorgias integrates with Omnisend. 

    8) Privy

    Privy is an ecommerce marketing platform that helps ecommerce store owners increase their store’s conversion rates. The platform offers SMS, email marketing, and pop-ups to stop customers before they leave without making a purchase (or draw them back if they’ve already left).

    Must-know cart abandonment statistics

    Cart abandonment is a major issue that affects most ecommerce businesses. As we mentioned above, nearly 70% of all carts are abandoned

    The type of device your customers are shopping on can play into your company’s cart abandonment rate. According to the study linked above, the average cart abandonment rate per device is:

    • Desktop: 69.75% 
    • Smartphone: 85.65% 
    • Tablet: 80.74%

    The time of year impacts cart abandonment as well. For example, the surge in people shopping online during Black Friday and Cyber Monday typically results in a higher cart abandonment rate due to the higher number of shoppers. 

    Some people who abandon their carts do eventually come back to buy the items. Statista’s 2021 study of U.K. shoppers uncovers the following interesting information about consumers’ post-abandonment behavior:

    A visualization of the top 4 things customers do after abandoning their carts, information written below the image.
    Source: Statista
    • 31% return at a later date to purchase on the same website
    • 26% purchase the item online from a different retailer or ecommerce business
    • 23% weren’t looking to purchase and didn't return to buy
    • 8% go to a physical store for an item

    In order to know where the majority of your customers fit into these numbers, it’s important for you to first understand why your customers are abandoning their carts and leaving your ecommerce site before they can checkout.

    Top reasons shoppers leave items in their cart

    Understanding why customers leave your checkout page in the first place is key to reducing your number of abandoned shopping carts. According to Baymard Institute, there are five top reasons why online shoppers abandon their carts without making a purchase:

    Bar graph of the top reasons for cart abandonments during checkout; information written below the image.
    Source: Baymard
    1. Extra costs too high (48%): Shipping costs can be a major turnoff to customers, along with other fees like taxes and handling charges. These types of extra fees can sometimes be almost as expensive as the item or items themselves. This can turn away customers and cause them to abandon their carts.
    2. An account is required (24%): Customers simply want to buy their items and avoid friction or irritation at checkout. Forcing people to create an account and give out their personal information can seem like too high a price to pay for the items in the cart.
    3. Delivery too slow (22%): Today’s customers expect expediency when it comes to deliveries. With so many huge ecommerce stores offering next-day or same-day delivery, you can expect to lose potential customers if your shipping takes longer than a few days. 
    4. Don’t trust the site (18%): Customers today are rightly concerned about problems like digital theft and identity fraud. If a site appears untrustworthy, many customers will get cold feet and abandon their carts when credit card information or other personal information is required at checkout.
    5. The checkout process is too long or complicated (17%): Long forms with many different fields and requests for information are another turnoff for customers at checkout. 

    Gorgias helps you put a stop to cart abandonment by providing world-class customer support

    Despite how frustrating cart abandonment is, there are solutions to help guide your customers to complete your checkout process and boost your bottom line. Take a look at how Gorgias customer, Lillie’s Q, was able to increase total sales by 166% with cart-saving support:

    “Gorgias' chat allows us to respond to our customers in real time. We can answer customers' questions about a product and how to place an order without them leaving the site or abandoning their cart. We have seen a 75% increase in direct sales as a result of this quick communication.” - Nicole Mann, Marketing Director

    Gorgias is an ecommerce helpdesk platform that turns your customer service team into a revenue-generating machine. With Gorgias, you can create an exceptional customer experience that not only encourages your customers to check out, but to come back to your ecommerce business for future purchases. To learn more, check out our case study of three businesses that increased sales with live chat or sign up for Gorgias today.


    Live Chat Software For Ecommerce

    11 Live Chat Software Options for Ecommerce Shops in 2023

    By Ryan Baum
    12 min read.
    0 min read . By Ryan Baum

    66% of customers report preferring live chat over any other customer support channel, and 79% of businesses say live chat improves their customer experience and overall revenue

    But the question stands: What’s the best live chat software for ecommerce? Every live chat service has its pros and cons, and your choice could greatly affect your site’s customer experience, cart abandonment, and conversion rates

    In this article, we'll take a look at the most important features to look for in a live chat solution before diving into the top 11 live chat software apps on the market today, including pricing and ratings from G2.

    Features your live chat software should have

    There are plenty of live chat solutions available, but not all of them are created equal. To choose the best chat widget for your ecommerce website, be sure to select a solution that includes the following features:

    Top features for live chat apps
    • Automation and dynamic templates: You should be able to automate a variety of daily tasks, like greeting customers, gathering names and product info, or sending follow-up surveys. Automated chatbots, for example, can initiate live chats with customers that meet certain criteria. Look for Macros, or templated messages and replies, to help your live chat agents work quickly and efficiently. 
    • Proactive capabilities: Live chat is useful for more than just receiving incoming queries. The right tool will let you reach out to customers, including with automation, to offer support and discounts codes at key moments in the customer journey. This is one of the biggest ways live chat can help your team boost sales.
    • Real-time analytics: Live chat support solutions that offer real-time analytics enable you to gauge the performance of your customer support reps via metrics such as first response time, wait time, and customer satisfaction ratings. 
    • Branding customization: The ability to add customized branding elements to your chat window, such as your company logo or tagline, can give your ecommerce website a more memorable and professional touch.
    • Multiple integrations: The best live chat apps are able to integrate with other apps on your store such as social media messaging apps and delivery tracking apps for a more interconnected and seamless customer service experience. The most important is your ecommerce platform: Your choice may depend on whether you use Shopify, BigCommerce, WordPress, Woocommerce.
    • Part of a comprehensive customer service platform: Many live chat solutions are packaged as part of a larger customer service platform that includes features such as phone support and a help desk with a ticketing system. If you’d like to provide your customers with plenty of support options and optimize your CS team’s internal workflows, look for all-in-one platforms.
    • File and screenshot sharing: The ability to share images, video, screenshots, and other files, like user guides or receipts, can make the process of assisting a customer via live chat faster and more efficient. 
    • Multiple pricing plans: A variety of premium plans and free plans, so the app is affordable but grows alongside your brand. 
    • Audio and/or visual notifications: Audio and/or visual notifications can be used to notify customers when an agent has submitted a response, prompting them to navigate back to the live chat window if they have opened another window during the chat or have otherwise become distracted.
    • Chatbots and live chat options (and the ability to switch between them): By integrating both chatbots and live chat into your ecommerce store, you can automatically resolve most issues while still giving customers the option to connect with a live agent for more complex issues. Having chatbots on your website also allows you to offer 24/7 customer support, and 64% of customers say that 24/7 support is the best feature of chatbots.

    On the topic of chatbots, take extra time to evaluate whether an app’s chatbot enhances or diminishes your customer experience:

    Related: Our list of 150+ high-value ecommerce apps

    The best live chat software for ecommerce stores

    Now that we've covered some of the most important features to look for in a live chat solution, let's take a look at 11 of the best live chat apps and the standout features that set these solutions apart from the competition.

    1) Gorgias: 4.6 ⭐ (488 reviews)

    Gorgias is a feature-rich helpdesk platform for ecommerce businesses which includes live chat, chatbots, a self-service portal, ticketing system, omnichannel customer support, and data analytics. Its live chat solution offers an impressive range of automation features, macros, and rules designed to streamline and personalize the customer support process for your customers and support agents. 

    For example, Gorgias offers the ability to create and automate responses to frequently asked customer questions (FAQs) like, "Where is my order?" This allows you to automatically resolve up to 30% of customer support tickets. You can also fine-tune your customer service strategy based on the accurate and insightful data analytics. 

    Standout Ecommerce Features

    • Connect to leading ecommerce platforms like Shopify, BigCommerce, and Magento and display extensive customer data next to each ticket
    • Offer automated order management and frequently asked questions in the live chat widget
    • Set up chat campaigns that pop up and greet visitors with a page-specific message, letting your customer service team act like a proactive sales team
    • Create custom auto-responses, templates, and macros that allow for swift responses to frequently asked questions
    • Easily track support agent metrics such as ticket volume, first response time, and resolutions time
    • A responsive mobile app for support on the go

    Pricing

    Pricing for Gorgias includes multiple tiers. Starter plans start at $10/mo. Gorgias also offers a customizable Enterprise plan for clients handling more than 5,000 tickets per month.

    Who It's Best For

    With a wide range of plans to choose from and affordable pricing, Gorgias is an excellent solution for both small to medium-sized ecommerce businesses and larger brands. The live chat app works seamlessly with Shopify, BigCommerce, and Magento.

    Since Gorgias's live chat solution is just one feature in a large customer support ecosystem, it’s also an excellent option for anyone who wants to purchase a fully featured customer service solution. 

    2) LiveChat: 4.5 ⭐ (745 reviews)

    LiveChat is one of the more popular and well-rounded live chat support options. This application offers key live chat features, like branding and customization; automatic notifications whenever a customer wants to chat, tags, file-sharing; and archive capabilities. LiveChat also offers an integrations store where you can find helpful plugins for your chat window.

    Standout Ecommerce Features

    • Add tags to chat conversations for improved sorting and analytics
    • Push longer conversations and more complex issues to a customer support ticket
    • Request feedback from customers in the form of a survey response at the conclusion of their live chat
    • Share files such as screenshots and documents between customers and support agents
    • Add integrations, add-ons, and APIs into your chat window from LiveChat's integrations store

    Pricing

    LiveChat starts at $16 per month per agent billed annually for the Starter plan and moves up to $50 per month per agent billed annually for the Business plan. LiveChat also offers a customizable Enterprise plan.

    Who It's Best For

    The per-agent fee structure may not be cost effective for businesses with medium or large customer support teams. If you’re looking for a well-rounded live chat solution and can justify paying a minimum of  $16 per month per agent, then LiveChat is a good option to consider.

    Explore our Gorgias vs. LiveChat comparison to see how these two platforms stack up. 

    {{lead-magnet-1}}

    3) Intercom: 4.4 ​​⭐ (2,471 reviews)

    Intercom is a customer communications platform that offers support, engagement, and marketing tools, including live chat. Intercom’s Messenger tool allows businesses to set up chatbots that target specific audience segments and easily route tickets that require human help to the appropriate channels. 

    Standout Ecommerce Features

    • See conversations across all channels in a single inbox 
    • Trigger automatic chat messages when customers meet certain criteria
    • Direct customers to your knowledge base or self-service center using chatbots or apps 
    • Automatically route more complex tickets to a live chat agent
    • Integrate Intercom with 300+ different tools and platforms, including Salesforce, Slack, and Hubspot

    Pricing

    Intercom splits its platform into three different tools and plans — Conversational Support, Conversational Customer Engagement, and Conversational Marketing — each of which requires you to sign up for a demo or contact Intercom for pricing. The all-in one Starter plan made for “very small businesses” starts at $67 per month billed annually. 

    Who It's Best For

    Intercom targets all business sizes, from early-stage to enterprise, and discusses use cases for ecommerce, finance, education, and healthcare industries. 

    4) Drift: 4.4 ⭐ (790 reviews)

    Like most live chat solutions, Drift offers both automated chatbots as well as live chat functionality. What really sets Drift apart is its focus on B2B and SaaS organizations and its data-driven approach to customer support. 

    Drift’s Visitor Intelligence software combines data from your business software (CRM, sales and marketing tools, etc) and databases like Clearbit and Crunchbase to identify web visitors and better personalize interactions. Drift also offers chatbots powered by AI and machine learning to replicate the behaviors and performance of your most effective sales and customer service reps.

    Standout Ecommerce Features

    • Connect customers using AI-powered chatbots that that tailor their conversations depending on the web visitor 
    • Eliminate forms for high-value buyers and direct them to the right rep or account manager
    • Automatically collect and analyze rich data on leads and customers who visit your site 
    • Create templates that enable swift response to commonly asked questions
    • Integrate the Drift platform with a wide range of other tools and platforms

    Pricing

    Drift offers three different plans — Premium, Advanced, and Enterprise — but requires that you contact them for pricing details.

    Who It's Best For

    Drift is primarily designed for B2B companies and ecommerce stores, though the company does offer a plan designed specifically for startups as well. It could be a great solution for anyone who wants to utilize the functionalities of AI and machine learning for live chat customer engagement. 

    5) Tawk.to: 4.6 ⭐(166 reviews)

    Tawk.to is a solution focused only on live chat customer support and claims to be the most widely used live chat software in the world. With Tawk.to, you won't get more advanced features such as AI chatbots. Instead, what you'll get is a straightforward live chat window that allows customers who visit your site to seamlessly connect with a chat agent. 

    Tawk.to certainly isn't as comprehensive as the other solutions on our list. However, it stands out because it’s completely free to download and use. This makes it a great option for anyone who wants to test the waters of live chat for their customer support team without any upfront investment.

    Standout Ecommerce Features

    • Integrate a live chat solution into your ecommerce store completely free of charge
    • Answer chats from your Android or iOS mobile device with a clean mobile app
    • Create response “shortcuts” (canned messages) and direct customers to the built-in knowledge base
    • Hire third-party chat agents at a rate of $1 per hour for additional support
    • Collect basic performance analytics and monitor web visitors in real time 

    Pricing

    Tawk.to is free to download and use. However, if you’d like to remove the "Powered by Tawk.to" branding from the product, you'll need to pay $19 per month. Tawk.to also offers you the ability to outsource your live chat support to third-party agents at a rate of $1 per hour.

    Who It's Best For

    As a free-to-use solution, Tawk.to is ideal for smaller companies that want to offer basic live chat support without having to purchase a costly subscription. For larger companies, though, a more comprehensive and advanced solution is likely a better choice.

    6) Freshdesk: 4.4 ⭐ (2,691 reviews)

    Freshdesk, formerly known as Freshchat, is a solution that offers chatbots in addition to the ability to connect customers with a live support agent. It's a simple, no-/low-code solution that provides just about everything you could want out of a live chat application, including automated chat routing, chat transcripts, the ability to share files, the ability to create tickets from chats, and beyond.

    Standout Ecommerce Features

    • Automatically route customers from a chatbot to a live support agent
    • Integrate with over 1,000 pre-delivered marketing and customer support tools from the Freshdesk Marketplace
    • Share files and screens between customers and support agents
    • Trigger messages or email campaigns based on customer-specific behavior

    Pricing

    Freshdesk offers plans that range from completely free to use to $69 per agent per month billed annually depending on the number of agents you employ and the specific features that you are looking to purchase.

    Who It's Best For

    The free-to-use version of Freshdesk is ideal for smaller businesses that want to affordably test out live chat customer support, while Freshdesk's paid plans can be great for larger companies that handle more tickets on a regular basis.

    7) Zendesk Chat: 4.3 ⭐ (5,388 reviews)

    Zendesk is a live chat solution that’s free to use if you only have one agent speaking with customers. It comes with all the other live chat features you expect from a comprehensive platform, including multichannel support, custom triggers, and the ability to track and monitor visitors on your site.

    Standout Ecommerce Features

    • Respond to customer support tickets via web, phone, email, SMS, and social media messaging from a single dashboard
    • Automatically route customers to helpful resources or the appropriate agent via AI-powered triggers
    • Quickly and easily integrate Zendesk with common ecommerce platforms such as Magento, Shopify, and BigCommerce.

    Pricing

    Zendesk offers several different plans that range from free to $59 per agent per month.

    Who It's Best For

    If you only have one agent handling live chat customer support tickets then Zendesk is a great solution to consider since you will be able to access all of its features free of charge. Zendesk is also a great live chat option for Shopify store owners since its Shopify extension is well-polished according to user reviews.

    8) Olark: 4.3 ⭐ (221 reviews)

    Olark is another "just the basics" live chat support tool that is ideal for smaller companies with a limited number of support agents. With that said, Olark does offer some nice features, including triggered messaging, custom pre-chat forms, and offline messaging.

    Standout Ecommerce Features

    • Present customers with pre-chat forms that allow you to collect important information and get context before matching them with a live agent
    • Automatically send suggestions or special offers based on specific triggers
    • Offer customers an offline messaging option and follow up at a later time 

    Pricing

    Olark is free to use provided you only have a single agent and don't handle more than 20 live chat tickets per month. For the full-featured product, you will need to pay $29 per month per agent. Olark also offers an enterprise-level option called Olark Pro that features variable pricing.

    Who It's Best For

    The free-to-use version of Olark is a good choice for especially small stores that only employ a single live chat support agent. While the paid version of Olark does offer some useful features for larger companies, there are better choices available for the cost.

    9) Tidio: 4.7 ⭐ (1,314 reviews)

    Tidio is a live chat and chatbot software that includes an impressive range of features in its free-to-use version. While you will have to pay extra for key features such as chatbot templates and live visitor monitoring, the broad toolset that Tido offers free of charge (inlcuidng unlimited chats) makes it a solid option for businesses that need to stretch their budget as far as possible.

    Standout Ecommerce Features

    • Set automated messages targeting website visitors based on their activity
    • Store visitor info such as tags, locations, and preferences
    • Create email responses for offline queries
    • Create chatbot templates

    Pricing

    Tidio is free to download and use. However, you will have to pay extra for any premium features such as the ability to create chatbot templates and the ability to monitor the visitors on your site.

    Who It's Best For

    As one of the more capable free-to-use live chat solutions, Tidio is one of the better options for anyone who wants to offer live chat support without having to pay a subscription fee.

    10) Zoho SalesIQ: 4.4 ⭐ (241 reviews)

    Zoho SalesIQ is a customer engagement tool aimed at marketing, sales, lead generation, and support teams which also has live chat. The platform includes custom chatbots, advanced monitoring and reports, and the ability to easily switch between live chat and other key support channels. The centralized dashboard lets you track the performance of your live agents with ease. 

    Standout Ecommerce Features

    • Create canned replies to frequently asked questions
    • Route live chat sessions to a phone call
    • Integrate with a variety of other customer support tools, including your website's help desk
    • Monitor the performance of your support agents via a convenient, centralized dashboard

    Pricing

    The base version of Zoho SalesIQ is free to download and use. There are also paid versions of Zoho SalesIQ that offer additional features, and these paid versions range from $7 per month per agent billed annually to $20 per month per agent billed annually.

    Who It's Best For

    Zoho SalesIQ markets its solution to “every type of business,” including finance, ecommerce, travel, real estate, education, and restaurants. The free version holds onto core features and the paid versions are relatively affordable compared to other all-in-one platforms. It’s a great choice for startups and small businesses that are looking to get a lot of customer support tools for minimal cost.

    11) LivePerson: 3.7 ⭐(66 reviews)

    LivePerson is an AI-powered communication platform designed to help businesses and government organizations optimize their audience experience. The Conversational Cloud provides a command center to answer questions and engage customers via live chat, as well as help customers on their preferred channels. 

    Standout Ecommerce Features

    • Automate many customer interactions on your online store using LivePerson's Conversational AI
    • Connect customers with a live chat agent via a range of messaging platforms, including Facebook Messenger, SMS, WhatsApp and Twitter Direct Messages
    • Construct conversation flows for your chatbots to follow
    • Convert inbound calls to messaging conversations 

    Pricing

    LivePerson requires that you contact their company for a pricing quote.

    Who It's Best For

    LivePerson currently markets its solution to companies in industries such as retail, banking, travel, real estate, insurance, DeFi, government, education, and automotive.

    Still looking for the right live chat app? Check out our list of the best live chat apps in general, not just for ecommerce.

    The best ecommerce live chat is the one built for ecommerce

    At Gorgias, we’re proud to offer one of the most comprehensive and feature-rich customer support platforms available today — built specifically for ecommerce stores like yours. While all of these solutions offer great chat boxes, only one makes design decisions based on conversations with ecommerce brands and integrates with all the ecommerce tools you already use.

    With Gorgias, you can look forward to AI-powered chatbots, live chat and conversational support, in addition to an ecommerce help desk and ticketing system. Send out automated updates and messages, automate common customer support tasks, and much more.

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    Learn more about Gorgias for Shopify stores, Gorgias for Magento stores, or Gorgias for BigCommerce stores to see how you can benefit.

    Track Customer Orders

    How To Provide Order Tracking for Your Ecommerce Customers

    By Ryan Baum
    12 min read.
    0 min read . By Ryan Baum

    TL;DR:

    • Improve your customer experience with real-time order tracking. This will benefit your customers and brand by increasing their sense of security, creating customer loyalty, and reducing returns. 
    • Integrate your order tracking system with your Helpdesk. Choose a solution like Aftership, ShipBb, ShipStation, or others that integrate with your CX platform. This lets you link shipping data with your customer data for faster response and resolution times. 
    • Make tracking information accessible with self-service options. Ensure your shipping information is easy for customers to find through email and SMS notifications. You can also add order management Flows in your chat or Help Center.
    • Deflect repetitive WISMO tickets with automation. Let your AI Agent answer repetitive “Where is my order?” requests so your agents can focus on revenue-generating tickets. 

    The competition to provide customer satisfaction in ecommerce today is fierce. Now, shoppers demand free shipping on every order and expect lightning-fast order processing and fulfillment. What once were “nice to haves” have become necessary for growth and success. 

    Customers expect quick delivery times and no shipping feels, and their order tracking expectations are just as high. Shoppers want to see an order's status and location at any given time, from purchase to doorstep. Even better are real-time alerts like SMS or email notifications at each point in an order’s journey.

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    Below, discover the benefits of tracking customer orders. Learn why you should consider implementing an order tracking tool for your business. 

    Why your online store should track customer order status

    Huge ecommerce vendors like Amazon have trained customers to track their online orders thoroughly. From the order processing stage to when a delivery person from FedEx, UPS, or USPS leaves it at their door. In other words, expectations are high. 

    Offering real-time tracking data for purchases benefits both your customer and your business in five distinct ways.

    The benefits of providing order tracking for customers: provide a sense of security, allow customers to plan, build customer loyalty, free up your customer support from repetitive WISMO questions.

    Gives shoppers and business owners a sense of security

    Once customers place an online order, waiting for it to arrive can be both exciting and stressful. Questions like, “Will it get here on time?” or “Is it ever coming?” become more intense if customers can’t check the delivery status themselves in real time. Plus, as a business, you can follow along to ensure that orders are getting where they need to go. 

    DHL's 2024 Delivery and Returns Report shows 43% of shoppers agree that real-time tracking improves their delivery experience. 60% of global shoppers even said that delivery speed was not as important as end-to-end tracking.

    Allows customers to plan ahead

    Consumers need to know that an order is on its way and when it will arrive for reasons beyond curiosity. For example, if a product is expensive, customers won’t want it to sit on their front porch all day. If customers have to sign for a package, they might have to work from home to accept it. In these instances, status updates are crucial.

    According to research from Verte, 91% of consumers actively track their packages. 39% track them once a day and 19% track packages multiple times daily. Shoppers also want these updates to be convenient, with 38% preferring package updates via SMS over email. 

    Customers can maintain constant contact with their order at home and on the go via a mobile device. This gives them the transparency they need to plan ahead for a fun unboxing or an essential item they can’t live without. 

    Builds customer loyalty 

    The customer experience you provide on your ecommerce platform is essential to business growth. Providing shoppers tracking information, email updates, and delivery dates can help create a positive view of your brand. This builds a better customer experience and encourages loyalty and retention.

    Research from Voxware shows that 69% of customers are less likely to shop with a retailer again if their package didn’t arrive within two days of the promised date. 16% of customers even said they would stop shopping with a brand if they received an incorrect delivery once. 

    New customers appreciate seamless experiences and are more likely to make repeat purchases from businesses that offer them. Creating a cycle of repeat purchases will help your business grow. Encouraging loyalty through an easy-to-use order tracking tool gives you a significant advantage.

    Recommended reading: 9 Revenue-Driving Ecommerce Shipping Best Practices

    Frees up your customer service team (by deflecting WISMO tickets with automation)

    Many ecommerce companies are looking for ways to alleviate customer service workloads and reduce time handling simple requests. Providing real-time order tracking is one of those ways since customers no longer need to ask, “Where is my order (WISMO)?” This question accounts for 16% of tickets for the average ecommerce store, according to Gorgias data.

    Instead of reaching out to check their order status, tracking systems proactively send email or SMS notifications or provide access to a portal where customers can see progress in real time. This solution streamlines the process and reduces ticket volumes, increasing productivity. Your support team will have more time to handle complex issues and customers will get a better experience.

    With tools like Gorgias’s AI Agent and Flows, you can automate customer order tracking through SMS, email, or chat. Or, create a self-service portal where customers can use their purchase order number to access their order status. We’ll cover both of these more in a later section. 

    “Chat used to be a support tool for repetitive questions and problem-solving, but now Automate takes care of that for us. Within a month of launching, our manual live chat tickets decreased 17%.” 

    —Caela Castillo, Director of Customer Experience at Jaxxon

    Recommended reading: Offer More Self-Serve Options with Flows: 10 Use Cases & Best Practices

    Lowers the number of returns you can expect 

    People often return items because they arrive late and the customer no longer wants or needs them. With detailed order tracking and a simple returns policy, customers can better expect when their product will arrive. This makes it less likely that they will return the package when it finally gets to them. And, as you might expect, reducing returns positively impacts your business’s revenue.

    Recommended reading: Ecommerce Returns: 10 Best Practices for Taking Your Online Store to the Next Level

    Why ecommerce businesses should think twice before building a custom order tracking system 

    Using a customer order tracking system has many advantages. We recommend using a pre-built solution because maintaining a manual tracking system is time-consuming. Find our recommendations below.

    A custom-built tracking page may require more data entry than necessary. Manual processes open your system up to human error and eat up productivity.

    Manual systems require extensive set-up

    If you try to provide order tracking yourself, you’ll save in the short term but spend plenty of time and money building and maintaining a system to send tracking information. 

    Once you successfully sync your tracking components, you'll need to create different templates that collect or communicate information to your customers. For example, you might build a form that collects order information like a customer’s name, address, phone number, and credit card details. Or, write a pre-written email that you can use to send out shipment notifications for each step of the order process. 

    You can also create template responses for common questions. For example, you can answer, “Where is my order?” and provide tracking information and updates on shipment and delivery. 

    You need seamless integrations to avoid tab-shuffling

    For an order tracking system to work properly, all of your tools must "talk" to each other. This includes information from your manufacturers, website, helpdesk, social media commerce, SMS, inventory management software, and shipping carriers. If they don't, a bottleneck occurs, or they fail to communicate information at all. The result is that your customer can't access their order status, which causes frustration and has them turning to your customer support team.

    How to set up order tracking: Let customers see the status of shipments in real time

    If you manually record and send order tracking information in an Excel document, you probably feel frustrated. 

    One of the most common incoming questions customer support teams get is, “Where is my order? (WISMO)”. The best way to mitigate those messages is by implementing a self-service system that automates shipping tracking notifications.

    1. Decide on an order tracking tool
    2. Integrate your order tracking tool with your ecommerce platform
    3. Configure your tracking app’s settings
    4. Let automation do its thing
    5. Integrate your order tracking software with your helpdesk
    Gorgias dashboard showing Aftership integration for seamless customer order tracking information.

    This creates a better overall customer experience by providing transparency and reducing stress or frustration. Customers see exactly where their orders are at any point in time. You’ll also be available for customers when they’re most engaged. 

    Here’s how to implement one. 

    1) Decide on an order tracking tool 

    First, you’ll choose an order tracking tool like ShipBob, ShipStation, or AfterShip — we will discuss each in more detail below. These tools take order information like tracking numbers and shipment status and automate customer notifications. Many order tracking apps integrate with different ecommerce systems like Shopify, BigCommerce, Magento, 3DCart, or WooCommerce. So, you’ll need to make sure that the tool you choose integrates well with your ecommerce system. 

    As an example, we’ll walk through setting up order tracking with AfterShip on a Shopify store. 

    2) Integrate your order tracking tool with your ecommerce platform 

    This is usually quick and easy, depending on the tool. You can add AfterShip to your Shopify store by visiting the Shopify App Store. You can navigate here from the Apps section on the sidebar of your store’s dashboard. Then, click “Customize your store” and search for the AfterShip app. 

    Set up order tracking with Shopify.
    Source: AfterShip 

    Or, you can sign up for an AfterShip account, visit the apps section, search for Shopify, and add it that way. Either way, visit the integrated app section on your Shopify/AfterShip account to make sure that the installation succeeded. 

    3) Configure your tracking app’s settings

    Now, you’ll want to make sure your courier mapping, import settings, and tracking page settings are good to go. You can access these from your AfterShip account’s app page — here’s AfterShip’s help doc to assist with setup. 

    • Courier mapping: Add all the shipping couriers you use so that AfterShip’s automation can pick them up. 
    • Import settings: Choose your order fulfillment timeframe and select the timeframe you’d like AfterShip to pull orders from. 
    • Tracking page settings: Choose the tracking page you’d like to use (in the case you had created multiple in AfterShip). 

    4) Let automation do its thing 

    Now that you have AfterShip set up, it will sync every three hours. It pulls shipping information from any new orders via a shopping cart, CSV file, or marketplace. You can also opt for AfterShip to send out automatic notifications via email or SMS at each milestone in the shipping process. 

    5) Integrate your order tracking software with your CX platform

    Create a seamless experience for your customers and support team by integrating your order tracking tool with your helpdesk and automation tools. By linking all shipping data and tracking information, you can get resolutions to customers faster and access all necessary information in one place. 

    Why is this helpful? Well, you give customers multiple opportunities to find their order tracking information within seconds. Whether customers take advantage of your self-service order tracking options or ask your support team about their order status, all the information is readily available. Without the integration, you’ll have to switch tabs and copy/paste order information like tracking number, shipping address, and estimated delivery date. 

    With an integration, that information automatically populates. Take a look at the image below.

    On the left is a Macro, or template, sent by a customer service agent. It has variables that automatically pull tracking information from the integration. On the right is the personalized message the shopper receives.   

    Use Gorgias to provide personalized order tracking to customers without any copy/pasting.

    Setup is as simple as creating a connection between the two platforms so that they can talk to each other. To understand this better, check out the step-by-step guide. It shows how to set up the integration between AfterShip and Gorgias.

    “With all the Gorgias integrations, my team doesn't need to jump between tools. This has helped us dramatically improve customer satisfaction.”

    — Amanda, Director of Operations at Darn Good Yarn

    Make tracking information easily accessible

    Once you have your automated order tracking system set up, you’re not quite off the hook yet. Many customers choose to receive email and SMS notifications. However, some may ignore these messages or lose the tracking link. This will lead them to still visit your website or support inbox to check the status of their order.

    That’s why we recommend making customer order tracking available in the following places:

    Order confirmation emails

    Whenever a customer places an order, they should get an order confirmation message with their receipt. This should also include any additional information they need between that moment and the arrival of their new item. This includes a prominent tracking number and a link to the order tracking portal, whether that’s with a service like AfterShip or directly on your carrier’s website. 

    If your fulfillment process doesn’t let you send this information right away, consider adding a shipping confirmation email to your post-purchase experience flow.

    If you don’t currently send order (or shipping) confirmation emails, this guide (for Shopify users) will help you set one up.

    Embedded in the chat widget

    While the primary function of the chat widget is to connect with customer support agents in a conversational way, some live chat apps like Gorgias allow you to embed buttons shoppers can click to track their orders. In Gorgias, this is called a self-service order management flow.

    Self-service order tracking in chat is possible natively in Gorgias, no integration required. 

    Here’s how order management Flows works for customers:

    Self-service order management is convenient for customers. It also serves as a last layer of protection for your customer support inbox. When a customer opens the chat widget to send a question, they can see the status of their order much faster than an agent can tell them.

    Embedded in your Help Center (or FAQ)

    If you have an FAQ page or a larger knowledge base (which we call a Help Center), you can also embed order tracking here. 

    Standalone self-service order tracking in the Help Center is possible natively in Gorgias, no integration required.

    Much like order tracking in a chat widget, this feature lets customers track their order with just a few clicks. All available right where they’d find other help content:

    ALOHAS Help Center with self-service order management Flows to track customer orders.
    Source: ALOHAS

    Direct customers here by linking to your Help Center at the bottom of your customer support and automated emails. Or add it in your email signature, for easy clicking.

    “Since launching Automation Add-on (quick response Flows) three months ago, we have doubled the revenue from customer support. We’re on our way to triple the revenue we get from chat.”

    — Annalisa Micalizzi, Manager of Global Customer Service at ALOHAS 

    Automated responses through AI Agent 

    If customers bypass all the tracking notifications in their inbox and your self-service order management options, you still have one more automation option at your disposal. Gorgias Automate users can introduce AI Agent to handle those WISMO requests without the need for agent intervention. 

    You can set up one comprehensive Guidance to detect a customer’s current order status and give them an update. This gives customers nearly instant response times. Plus, your support agents have more time to handle complex tickets than rather than focusing on repetitive tickets. 

    Here is an example of how AI Agent assists a customer with their order tracking inquiry: 

    A conversation between a customer and AI Agent. AI Agent lets the customer know when their order will ship.

    The best customer order tracking app options for ecommerce stores

    There are several great choices on the market for customer order tracking systems. Depending on your needs and the ecommerce platform you use, choose from options that are both scalable and flexible.

    Start with customer support software that acts as your central hub.

    A powerful customer service team is the building block of a successful order management system. Helpdesks like Gorgias help centralize the communication of tracking requests via apps in one place. From there, customer service teams can respond/automate responses related to tracking and order statuses. These tools optimize the response time and increase the instances of a positive customer experience.

    Gorgias integrates with a ton of popular ecommerce tools, making it a great single-view hub. A few of the most popular integrations are NetSuite, Reveal, Tolstoy, Magento, ChannelReply, and Shopify.

    Apps that help automate customer order tracking for Shopify and BigCommerce

    Choosing the best tools to automate your customer order tracking can be overwhelming. But with so many options, you’ll end up with an order tracking system that works exactly how you need it to. Here are some of the best order tracking providers to create track customer purchases.

    ShipBob

    ShipBob is a global logistics platform that provides online companies with best-in-class order fulfillment. It powers ecommerce brands to ensure customers receive fast and affordable shipping. With reliable fulfillment services and connected technology that powers its fulfillment network, ShipBob improve transit times, shipping costs, and the customer delivery experience.

    Check out this app in the Shopify App Store or the BigCommerce App Store. And if you use Gorgias, check out our integration with ShipBob.

    AfterShip

    With its seven notification triggers, easy-to-use email editor, and filter tracking tools, AfterShip helps online businesses communicate transparently with customers. It also helps you monitor delivery issues so you can address them before they become problems that could damage your customer experience.

    Check out this app in the Shopify App Store and the BigCommerce App Store. And if you use Gorgias, check out our integration with AfterShip.

    ShipStation

    ShipStation helps you save time and money and sell more, by comparing rates and delivery times for all your carriers in one place. This ensures you offer the fastest, most cost-effective shipping for your customers. The app automates almost every facet of your shipping process. ShipStation offers intuitive dashboards and seamless interfaces for an optimal workflow.

    Review this app's complete offerings in the Shopify App Store and the BigCommerce App Store

    Extensions that help automate customer order tracking info for Magento 2

    Below, check out three recommended order tracking extensions that integrate with Magento 2. 

    ShipStation

    ShipStation is highly scalable and provides everything you need for order management in one location. It integrates with Magento 2, as well as Shopify and BigCommerce. 

    See if ShipStation is right for your ecommerce business in the Magento Marketplace.

    Easyship

    Whether you ship 50 or 50,000 orders a month, Easyship can help you lower shipping costs and increase conversion rates. Use this extension to manage your post-purchase process in the most efficient way for your business.

    Read more about Easyship in the Magento Marketplace.

    Recommended reading: Our list of the best shipping software for ecommerce.

    Mageworx

    The Mageworx Order Editor extension lets you edit customer errors. Quickly fix any mistakes customers make during checkout like incorrect street numbers, phone numbers, names, shipping, or billing details. You can also add or remove products, change pricing, and add coupons after an order has been placed. This saves your customer support team from having to cancel the order and start it again from the beginning.

    Learn more about Mageworx in the Magento Marketplace.

    Centralize your order status tracking and customer support management with Gorgias

    Leverage automation to facilitate easy order tracking, status updates, and real-time delivery information for your customers. Committing to an end-to-end order tracking system lets you cut costs, increase productivity, and foster customer retention.

    Gorgias is a robust and comprehensive ecommerce help desk and automation solution. It can help you deflect repetitive tickets so your team can spend more time on higher-value conversations. 

    Reach out today to learn how we integrate with your order status tracking system.

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    Prioritize Customer Service Requests

    How To Automatically Prioritize Customer Service Requests In Your Helpdesk

    By Bri Christiano
    15 min read.
    0 min read . By Bri Christiano

    Keeping your customer support response time as low as possible is a key part of meeting customer expectations and providing a great customer experience. But as your brand grows, it's just not realistic to respond to every ticket the second it rolls in. This makes developing a system to quickly assign priority levels to support tickets an essential strategy for every customer service team to implement.

    To help you develop a support ticket prioritization process that will support your business goals, let's take a look at why it's important to prioritize customer requests. Then we'll dive into nine best practices that your support team can use to strategically categorize the support tickets that it receives.

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    What is customer service ticket prioritization?

    Rather than responding to customer requests on a first-come-first-serve basis, ticket prioritization is the process of evaluating all incoming tickets to identify the most urgent. Once you prioritize tickets, you can triage — or assign — priority tickets so your team can respond to tickets that have the biggest impact on your company's revenue before moving on to low-priority tickets.

    When prioritizing customer service requests, you should keep a few things in mind:

    • Is the request time-sensitive? If so, consider making those tickets a higher priority. Non-urgent tickets, like a general question about your business, shouldn’t be the first in your queue to answer. 
    • Is the request on a live channel? If so, answer those tickets first. Customers naturally expect more time between emails than they do if they’re using a conversational channel like SMS or live chat to talk to your brand.
    • Is the request a pre-sales question? If so, that should be a high-priority ticket because your customer service team could make the difference between making or losing that sale.
    • Is the request automatable? If so, it should be low priority — at least for your human agents. Invest in self-service resources, like a help center or automated responses, so you can deflect these tickets that don’t need to take up your team’s time.
    • Is the customer VIP? If so, consider bumping up that ticket’s priority. Return customers generate 300% more revenue than first-time customers, according to our data, so don't delay when a regular customer reaches out.

    Let’s take a closer look at the types of tickets that make for low, medium, and high-priority tickets.

    Sort customer service requests into NOW, SOON, and AUTOMATE/LATER

    Low-priority ticket requests

    Low-priority tickets are issues that are not time-sensitive, escalated, or in the way of a potential sale. They are frequently asked questions that you could automate with your helpdesk software  — more on that later — or general feedback that you can pass to the rest of the team for long-term improvements to the product or customer experience. If you can’t deflect these tickets with automation, they can live in your support backlog for a few hours (or even a day or two) while you handle more urgent tickets. 

     Low-priority tickets include:

    • Non-urgent customer needs like a request for a return label
    • Frequently-asked questions like questions about your refund policy
    • Automatable questions like customers asking about their order status
    • Tickets with customer feedback should be answered and shared with the larger team, but are not time-sensitive

    Medium-priority ticket requests

    Medium-priority tickets require some type of product support from a human agent, not a chatbot or auto-response. However, they may not need your immediate attention, either because the ticket isn’t time-sensitive or the customer isn’t VIP.

    • Tickets about the customer’s account, such as a customer having issues updating a shipping address
    • Questions about recent orders like helping resolve a lost shipment or investigating why a discount didn’t go through
    • Tickets on slower channels like email, where customers expect a bit of latency between responses

    High-priority ticket requests

    High-priority ticket requests include conversations with VIP customers, conversations on live channels, and questions that might enable a sale. Your team has a small window of time to answer these questions, so bump them to the top of the queue. 

    • Tickets from VIP customers because repeat customers contribute 300% more revenue than first-time customers and you can’t risk losing customer loyalty
    • Escalated customers, especially if it’s a customer threatening to leave a bad review
    • Conversations on messaging channels, such as SMS or live chat, for which customers expect immediate responses
    • Pre-sale questions like someone asking for a recommendation for a gift or clarification about sizing
    • Tickets in which a customer is threatening to leave a negative review are high-priority because negative customer review can deter other potential customers from your brand
    • Questions placed shortly after an order, like a customer asking to change the product or update their shipping address before the order’s fulfilled

    By breaking down tickets into these four categories for your reps, you can ensure that the tickets that will have the biggest impact on your company receive the swiftest attention.

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    Best practices for prioritizing customer service requests

    Prioritizing support requests is a key part of creating a customer journey optimized for maximum revenue. If you want to start using a ticket prioritization process that will boost both customer satisfaction and your bottom line, we've got nine proven best practices below:

    1. Respond to your most loyal customers first
    2. Tag repeat customers as high-priority tickets
    3. Automate simple requests wherever possible
    4. Mark tickets with urgent pre-sale activity as high priority
    5. Prioritize messaging channels
    6. Deprioritize (or auto-close) no-reply tickets
    7. Bump up customer service requests where customers are threatening to leave a negative review
    8. Mark any incoming tickets about recent orders as first-priority
    9. Respond as quickly as possible (regardless of ticket prioritization)

    1) Respond to your most loyal customers first

    As we mentioned earlier, repeat customers generate 300% more revenue than first-time shoppers. VIP customers are even more valuable than your average repeat customer because they recommend your brand to their friends and leave positive reviews, both of which are highly valuable growth tactics for your brand.

    Make sure these VIP customers are your highest priority to prevent customer churn, which is costly for your bottom line. 

    How Gorgias can help you respond to VIP customers

    With Gorgias’ Rules, you can automatically tag tickets coming from customers who spend a certain amount or make a certain number of purchases within a certain time frame. Here’s a Rule that automatically tags tickets from customers who spend $100 or more within your store: 

    Gorgias Rule to tag VIP customers.

    Then, you can create a high-priority view that automatically gathers all tickets with the tag “VIP customer” that your team can prioritize.

    Gorgias View to prioritize VIP customers.

    2) Tag repeat customers as high-priority tickets

    Building on the previous section, it's a good idea to prioritize any tickets from repeat customers. Although repeat customers only make up 21% of the customer base for most brands, they contribute 42% of overall revenue. Based on our data, your repeat customers will, on average, contribute 300% more revenue than first-time customers over their entire lifespan. 

    So, even if a customer has only purchased one item before, jump on any future requests because you might have the chance to improve customer retention.

    How Gorgias can help identify repeat customers

    Gorgias Rule to prioritize repeat customers.

    3) Automate simple requests wherever possible

    Low-priority tickets might not be as important as others, but they still demand a timely response. If your customer service team has to spend a lot of time responding to common, repetitive requests, they might not have time to give high-priority tickets the attention they deserve.

    Thankfully, tools such as Gorgias can enable you to respond to common support requests automatically so that your reps can spend their time focusing on higher priority tickets. With Gorgias, you can create canned responses, called Macros, and automatically send them with automation Rules to a wide range of common customer requests, including "Where is my order?" requests, questions about product variants, pricing, and sizing, questions about returns, etc. Gorgias also provides self-service tools such as a comprehensive knowledge base and chatbots to help reduce your team's workload.

    Responding to these common customer requests via automation and self-service options offers numerous benefits. For one, it provides an immediate response and resolution to what is likely a large percentage of your tickets. It also eliminates a huge burden from your support team's workflow, giving them more time to focus on complex requests and high-priority tickets.

    How Gorgias can help you automate answers to simple requests

    With Gorgias, you can fire (still helpful) pre-written responses to customers who ask simple questions, such as questions about the status of their order. 

    When we mention this to some customer support professionals, they get nervous because they don’t want to offer low-quality automated support. And we agree, that’s not the goal. Gorgias’ automated responses are especially helpful because our templated Macros are dynamic – more on that below. Plus, we only recommend automating repetitive tickets that don’t actually need a human touch. Plus, automating these tickets frees up your agents to provide human support on tickets that need it most.

    First, you’ll create a Macro, or a templated response, with dynamic fields that pull customer data directly from your Shopify, Magento, or BigCommerce store. You can pull order numbers, order statuses, and more.

    Then, you’ll create Rules that automatically fire the appropriate Macro when customers ask an automatable question. Here’s a rule that gives customers their order number when they ask:

    Gorgias Rule to automate answers to simple questions.

    4) Mark tickets with urgent pre-sale activity as high priority

    Seventy percent of all ecommerce shopping carts are abandoned before the customer completes their purchase. Of all the metrics that keep online store owners up at night, this one is near the top.

    Good customer support, however, can go a long way toward reducing your cart abandonment rate. While there are several reasons why customers abandon their cart, questions or issues arising during checkout are a couple of the most common. Therefore, quickly addressing these questions and concerns can substantially boost your store's conversion rate.

    Best of all, you don't even have to wait for the customer to contact you first. With Gorgias live chat, you can flag customers with best-selling items on their cart or customers lingering on the checkout page and contact them proactively to see if they need any assistance. But regardless of who contacts who first, pre-sale tickets should be marked as first-priority tickets.

    How Gorgias can help tag pre-sales tickets

    Depending on your brand, you may already start to recognize which tickets indicate a customer is close to making a purchase. If you sell footwear apparel, for example, this could look like customers asking whether they should buy a size 11 or 12 if they usually wear 11.5. With Gorgias, you can create Rules that automatically detect such questions and add tags to help you prioritize.

    Here’s a rule that automatically tags any tickets asking about product sizing with “pre-sale” and sends a macro response that links the customer to your size chart:

    Gorgias Rule to tag pre-sales tickets.

    5) Prioritize messaging channels (like live chat, SMS, and Instagram or Facebook messages)

    One of the biggest reasons why live chat and other messaging support channels such as SMS and social media messaging applications have become so popular with consumers is because they offer swift support.

    A customer who contacts your support team via one of these channels will expect a much faster response than a customer who sends you an email. This is why it's important to treat these messages more like phone calls you've put on hold than emails you haven't responded to yet.

    While the exact categorization that these tickets fall under will depend on other factors (such as the customer they come from and the nature of their requests), customer service professionals should inherently give tickets from instant messaging channels a higher priority than email requests.

    How Gorgias helps you automatically tag tickets from specific channels

    As your team grows, you may dedicate agents to specific channels based on preference, competence, or the level of complexity you tend to see coming through one channel or another. For instance, you may assign a more general agent to SMS while an agent with more advanced product knowledge can handle in-depth questions over email. 

    Here’s a Rule in Gorgias that will automatically tag all incoming tickets in your SMS channel. You can then send all tickets with this tag to one agent’s dedicated view so they never have to go searching for tickets and can just focus on providing fast, high-quality answers.

    Gorgias rule to automatically tag certain channels.

    6) Deprioritize (or auto-close) no-reply tickets

    Customer support is a two-way street and requires back-and-forth communication in order to reach a resolution. If a customer isn't responding to your rep's messages, it's okay to go ahead and deprioritize that ticket or close it out completely. Likewise, your helpdesk might be turning spam messages or social media comments that don’t need a response into tickets.

    How Gorgias can auto-close no-reply tickets

    Using Gorgias to set up a rule that will auto-close no reply tickets is one great way to prevent these tickets from wasting your support team's time.

    Here’s a rule that automatically detects comments on your Instagram ads and posts. Your customer service team shouldn’t ignore social media comments as a practice, of course. However, you might activate this rule after an Instagram giveaway if you’re experiencing an influx of unwanted tickets. 

    Gorgias Rule to auto-close no-reply tickets

    7) Bump up customer service requests where customers are threatening to leave a negative review

    Few things damage your brand image and online presence more than negative customer reviews. If a customer mentions that they are considering leaving a bad review of your company, you should automatically bump their ticket to a higher priority.

    In fact, you may want to bump up tickets from any upset or angry customer. With Gorgias' intent and sentiment detection features, you can automatically detect when a customer is upset and bump their ticket up to a higher priority level. Gorgias can also detect keywords that allow you to prioritize tickets from customers threatening a negative review.

    How Gorgias helps you stop angry customers from leaving reviews

    With Gorgias’ intent detection, you can automatically detect tickets with threatening, negative, or offensive sentiments in their tickets. You can also scan all tickets for words similar to “review” or “warn” (as in, “I’m going to warn my friends to stay away). The rule below scans all tickets from Facebook and Instagram comments for those words and tones, automatically tags them as negative comments, and escalates them by tagging “level 2”:

    Gorgias Rule to prioritize angry customers.

    8) Mark any incoming tickets about recent orders as first-priority

    If a customer submits an order and immediately sends a support request, they likely input the wrong address or purchased the incorrect item(s). If you can catch that request before you package and ship the item, you’ll save yourself the cost of shipping the product and handling the return or the exchange. Plus, you’ll save the customer from the negative experience of having to wait for an item they didn’t want in the first place, or having their item sent to the wrong address.

    So, develop a system to flag any support requests coming from customers who placed an order within the last two hours. 

    How Gorgias helps you find tickets about recent orders

    This is one example where Gorgias’ deep integration with Shopify is a huge asset. Gorgias’ Rules can analyze customer data and identify when a ticket is from a customer who placed an order within the last couple of days. The rule below does just that, and adds the tag “Urger Order Edit” to let your customer support team know they need to act before the order fulfillment team sends an incorrect order.

    Gorgias Rule to prioritize urgent tickets.

    9) Respond as quickly as possible (regardless of ticket prioritization)

    Forty-six percent of customers expect companies to respond to support requests in less than four hours, while 12% expect a response time of 12 minutes or less. To meet these ever-increasing customer expectations, you will need to keep your response time as low as possible for all types of tickets.

    Using automation to instantly respond to common customer questions is the best way to speed up your response times. Along with providing an instant resolution and response to a significant chunk of the support requests your team gets, leveraging automation can also reduce your support team's workload so that higher priority, more hands-on tickets receive a faster response as well.

    Once you develop a system for prioritizing tickets, you can create or refine your service-level agreements (SLAs) to reflect how fast your team strives to answer tickets based on question type, customer type, and channel. You may need to think about your staffing schedule to make sure you have agents ready during peak hours, especially for live channels like SMS and live chat.

    How Gorgias helps with prioritizing service tickets

    As your brand grows, prioritization without support from a helpdesk becomes nearly impossible. You could staff someone to field all incoming messages in your email inbox and social media accounts and manually triage, or label tickets with priority and send them to the right agent. But it’s much more time- and cost-efficient to use a tool that can streamline the process with the help of automation. 

    With advanced intent and sentiment detection features, Gorgias can analyze each incoming ticket based on natural language processing (NLP). Gorgias then allows you to create Rules that determine the ticket's priority level (among so many other things) and assign it to a specific agent by sorting it into agent-specific Views. This way, your team can focus on resolving important tickets rather than figuring out what that order is first.

    Here’s how Gorgias processes the language on an incoming ticket and applies a rule to automatically take action – in this case, add a tag to cancel that person’s order:

    Gorgias can automatically tag tickets with specific intents.

    From there, you can create a View that puts tickets with priority tags in a specific queue. Or, depending on your team’s setup, you can assign certain agents to handle different views, so every agent can focus on a certain channel, priority level, product line, or type of customer.

    Gorgias can automatically put urgent tickets in a priority queue.

    Gorgias also enables you to automatically respond to common customer questions and repetitive issues that make up a bulk of your support team's workload (like WISMO, or “Where is my order?” tickets), freeing team members up to spend more time focusing on higher-priority tickets. Never miss a ticket, never take too long on an urgent ticket, and never waste time clicking and dragging tickets to different agent views or manually labeling tickets. 

    Use automation to automatically respond to customer service requests.

    Love Your Melon, an apparel brand that uses Gorgias, used to have an average first-response time of around 10 minutes before using Gorgias because they were swamped with tickets. With Gorgias’ automatic responses, they are now able to instantly answer 25% of their tickets with helpful automated responses, freeing agents up to handle more complex questions in the queue. Check out our full customer story on Love Your Melon:

    “The level of automation provided by Gorgias, like the Rules that can auto-close tickets, has been proven successful. Love Your Melon team has increased their productivity and efficiency thanks to Gorgias.”
    - BerniDe Kolar, Customer Service Director at Love Your Melon

    How Gorgias helps your team respond to all tickets quickly

    Gorgias is full of features to help your tickets provide fast, helpful answers to customers across all customer service channels. Intent detection, Macros, and Rules — all described in detail above — help deflect low-impact tickets, get tickets in front of the right agent, and provide templated responses so agents don’t have to write messages from scratch. 

    On top of that, Gorgias can help you create self-service resources (like FAQ pages and help centers, chatbots, and self-service flows) to help customers help themselves, eliminating any wait time associated with reaching out to agents and reducing the volume of tickets your team receives. 

    Last, Gorgias’s integrations with ecommerce platforms (Shopify, Magento, and BigCommerce) and other top-rated ecommerce tools mean your customer service team won’t lose time throughout the day shuffling through tabs to copy/paste information between disconnected tools. You can see a customer’s entire order and conversation history in the sidebar, modify orders from within the helpdesk, and share data with 85+ tools you already use like Klaviyo, Attentive, and ShipBob.

    Automate ticket prioritization with Gorgias

    Prioritizing support tickets enables you to deliver the swiftest and highest quality service to tickets that will have the biggest impact on your business. And, with Gorgias, this otherwise tedious process can be completely automated.

    Find out how our customer, Comme Avant, uses Gorgias Tags to save time and easily manage 7,500 tickets a month with a very small team.

    “Using Gorgias helps us save some precious time, the time we can use to manage our business. It is beneficial, especially when you receive a lot of messages every day.”
    - Sophie Lauret, Co-Founder of Comme Avant

    Ready to learn how Gorgias can help empower your ecommerce success? Take a look at our tools and resources to help grow your store to new heights.

    How To Collect Customer Feedback

    9 Creative and Effective Ways to Collect Customer Feedback

    By Bri Christiano
    15 min read.
    0 min read . By Bri Christiano

    Whether you’re a brand-new store or an established enterprise, customer feedback is like gold for your brand. Customers have high expectations for your brand’s products, values, and customer service. And without any feedback from customers, you’re making guesses about those expectations. 

    However, collecting customer feedback is a challenge for many brands. Customers are difficult to get ahold of and, even when you get high-quality feedback, disseminating the information across your company often gets deprioritized. 

    Below, I list nine methods to gather customer feedback. Then, I deep dive into a step-by-step process for turning customer service conversations into actionable feedback that your entire team can access and implement. 

    Why is customer feedback important?

    Customer feedback is your brand's most valuable resource for shaping your products and the overall customer experience. An excellent customer experience is key to customer loyalty and any ecommerce store's success: 58% of consumers are willing to spend more money when they have a good experience with a brand. 

    In other words, collecting and acting on customer feedback is a great way to understand what will keep customers around. And the importance of customer retention cannot be understated, especially given the value that loyal customers provide from referrals, reviews, and repeat purchases:

    First time shoppers have high-acquisition costs but low LTV per customers. Repeat shoppers and loyal customers cost less and generate more revenue.

    The insights you get from customer feedback can inform your roadmap for improving every aspect of a customer's experience with your brand, from your products to your customer support. Even your brand's marketing efforts can improve based on the insights that customer feedback provides. 

    Here are a few examples:

    • Feedback like “I didn’t want to buy it because I didn’t know if I’d be able to return it” could motivate you to make your brand’s returns policy more visible
    • Feedback like “I didn’t like how the product felt” means you may need to revamp your product photography and descriptions 
    • Feedback like, “I called customer support but they didn’t have an answer for me” is a sign to put effort into improving customer service 
    • Feedback like, “It arrived late and damaged” is a sign to invest time in improving your shipping process

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    So, how do you start collecting that feedback? Here are nine customer feedback methods:

    9 customer feedback methods to learn about your customers

    Feedback is a broad term: 

    • You can collect qualitative (thematic) or quantitative (numerical) customer feedback
    • You can collect customer feedback that helps you improve what you’re currently doing or feedback to help you decide where to go next
    • You can collect deep customer feedback from a small sample size or shallow feedback from a large sample

    All types of feedback have their own benefits and use cases, and most brands collect a variety of types of feedback to help them make all kinds of decisions. So, here are nine ways to gather customer feedback, suitable for a broad range of uses.

    1. NPS surveys: Great to measure overall brand loyalty
    2. CSAT surveys: Great to measure post-interaction sentiment
    3. Long-format feedback surveys or interviews: Great for in-depth feedback
    4. Social media exploratory surveys: Great to get quick feedback from many followers
    5. Exploratory interviews: Great to understand a specific customer’s needs and preferences
    6. Usability tests: Great for website optimization
    7. Microsurvey pop-ups: Great to get many answers to one question at a time
    8. On-site activity (Google Analytics or other website analytics)
    9. Your company's helpdesk: Great to scale customer feedback collection

    1) NPS surveys: Great to measure overall brand loyalty

    Net promoter score (NPS) is a metric that tells you how likely a customer is to recommend a brand to a friend, family member, or colleague. As a result, NPS surveys typically consist of just this single question. Most often, an NPS survey will ask a customer to choose how likely they are to recommend your brand on a rating scale of 0-10. NPS questionnaires should typically be sent out following transactions or customer interactions but can also be sent periodically to your entire customer base.

    NPS is also a great metric to understand whether you’re selling to the right people — whether you have product-market fit. For example, a brand that sells protein powder might see high NPS from athletes but low NPS from parents. That feedback might indicate the brand should focus its marketing efforts on the powder’s health benefits rather than the taste.

    Want to learn more about net promoter score? Check out our comprehensive guide to measuring and improving NPS.

    Use NPS surveys to gather customer feedback about your brand in general.

    You can send NPS surveys manually, or use a tool to automate the process. If you’re interested in tools, check out any of the following tools, all of which integrate with Gorgias to bring NPS survey data into your helpdesk:

    Struggling to get enough NPS survey responses? See our guide on NPS survey best practices.

    2) CSAT surveys: Great to measure post-interaction sentiment

    Customer satisfaction score (CSAT) is a metric that gauges overall customer satisfaction with a brand and is one of the most important feedback metrics for ecommerce brands to track. Specifically, CSAT is a leading metric for customer support teams to understand the quality of service they provide.

    Like NPS surveys, customer satisfaction surveys tend to consist of a single question asking customers to rate their satisfaction with a brand. CSAT surveys should be sent following a transaction or customer interaction but can also be sent out periodically to your entire customer base.

    If you use customer service software like Gorgias, you can automate these surveys, too. With just a few clicks, you can program Gorgias to send a satisfaction survey as soon as (or a few hours after) a customer support conversation is completely closed:

    Gorgias
    Want to learn more about CSAT scores? Check out my guide to improving CSAT scores — and how that can boost your brand’s overall revenue by 4%.

    3) Long-format feedback surveys or interviews: Great for in-depth feedback

    The two feedback methods we've covered so far are single-question surveys designed to encourage high response rates by making it as simple as possible for the respondent to complete the survey. 

    But sometimes, it can be valuable to collect more in-depth feedback. Long surveys and interviews with open-ended questions give customers the freedom to provide more detailed, actionable feedback than numerical ratings and yes or no responses. They also let you ask follow-up questions to get to the root of a customer’s perspective. 

    Consider long-form surveys when you’re looking to deeply understand how a customer might feel about a new initiative. For example, if your product team is beta testing a new product, you’ll want to understand all angles of their feedback:

    • How does the product feel to touch, hold, and use?
    • How much would you expect to pay for something like this?
    • What’s the most exciting element of this new product for you?
    • What would you change about this product?

    You can send these long-format surveys and interview invitations following transactions and customer interactions. Given their lower response rate, it's often best to send these long-form surveys and interview requests to your entire customer base to cast a wide net. Additionally, since these surveys take customers’ time, you might have more success by offering incentives (like a discount or gift card) for their time.

    Tools like Typeform and SurveyMonkey are great for these kinds of custom email surveys. They offer automation features and templates you can easily tweak to get started.

    4) Social media exploratory surveys: Great to get quick feedback from many followers

    Whereas many customer feedback surveys are focused on collecting statistical data, exploratory surveys are more focused on ideas. Open-ended questions are common in these online surveys, allowing customers to expound on things you might not have thought to ask about directly. Feature requests on Instagram are one example of exploratory surveys where brands ask customers what new features they are most excited to see in a new product.

    For example, furniture brand Sabai uses Instagram polls to gauge customer interest in new product designs:

    Use Instagram surveys to get a pulse check from your entire follower base, both existing and potential customers.
    Sabai

    This is a great way to get a snapshot of whether customers (and potential customers) would be interested in a new product.

    5) Exploratory interviews: Great to understand a specific customer’s needs and preferences

    Exploratory interviews have the same objective as exploratory surveys but entail having a direct conversation with the respondents rather than asking them to fill out a form. Again, many customers will be more willing to provide elaborate responses when speaking in real time (though this isn't always the case). However, exploratory interviews are time-consuming for your team and — unlike surveys — there's no way to automate them.

    A great use of exploratory interviews is to get holistic feedback from someone who matches your ideal customer profile (ICP). If you can identify a buyer who represents the type of person you want to attract to your store, buy that person a coffee and sit down to chat about why they choose to shop at your business, what would make them stay with your business, and what would cause them to leave. You can translate those insights into your upcoming marketing campaigns, product launches, and overall brand vision.

    6) Usability tests: Great for website optimization

    Usability tests are a form of user testing designed to help brands gather feedback on their products' functionality. These tests often occur in a focus group setting, with brands observing users as they engage with a product or website and asking them questions along the way.

    If you sell software, usability tests are a great way to understand the user experience (UX) of your product. If you’re an ecommerce brand, you can use usability tests to understand how shoppers navigate your website. For example, usability tests can help you optimize product categorization: You can ask users to find a product — say, you’re best-selling men’s watch — starting from the home page. Then, you can see their behavior to understand how they might interpret your product categories and go about finding the item.

    A product could fit into many categories - for example, a watch could fit into Apparel, Father

    If you want to try usability testing, you can screen share with a customer and have them narrate their thought process. For more robust usability testing, try a feedback tool like Hotjar.

    7) Microsurvey pop-ups: Great to get many answers to one question at a time

    Microsurveys are usually in-app or on-website surveys that automatically pop up based on a visitor's actions. Exit intent pop-ups, or pop-ups that appear when a visitor attempts to navigate away from the site is a (rather intrusive) example. For customer feedback, you can use pop-ups to ask. 

    You might set up one of these pop-ups to ask customers how they found your site, what type of product they’d like to see next, or whether they have questions about the product they’re viewing. 

    Sprig and Sleeknote are two examples of tools that you can use to build these automatic survey notifications into your site or app. Alternatively, you can trigger a chat campaign to proactively send a short survey question in your site’s live chat widget for a less-intrusive experience:

    Use proactive live chat campaigns to ask customers questions while they
     Read more about live chat campaigns here.

    8) On-site activity (Google Analytics or other website analytics): Great for qualitative data about customer behavior

    You don't always have to reach out to customers directly to gather customer feedback: Every action a customer takes on your website is a point of data you can use to highlight valuable insights. With website analytics tools such as Google Analytics, you can track and analyze all of your ecommerce store's on-site activity. 

    Bounce rate, cart abandonment rate, average time on page, traffic sources, and devices used are just a few of the on-site activity metrics that can tell you a lot about your visitors and their experience with your brand's website.

    Use Google Analytics to understand key on-site metrics that reveal customer behavior.
    Google Analytics

    If your goal is to raise conversion rates, Google Analytics (or another on-site behavior tool) will be valuable.

    9) Your company's helpdesk: Great to scale customer feedback collection

    If your customer support team utilizes a helpdesk such as Gorgias, then your team is already gathering a lot of customer data and feedback without even realizing it. By tagging and organizing support tickets based on customer intent and sentiment, Gorgias enables you to analyze your tickets to spot recurring trends and themes. 

    You can glean many valuable insights by taking a deeper look at your support tickets, and a high-quality helpdesk makes it easy to analyze the wealth of customer feedback your support team is passively collecting.

    Below, we’ll dive deep into how your team can turn helpdesk tickets into actionable, sharable feedback for the entire company:

    How to organize and implement customer feedback from customer service conversations

    Before you start investing in new tools and time-consuming interviews, I recommend looking for high-value feedback in your helpdesk, since you likely already have a pile of tickets to analyze. 

    Here’s an in-depth process for turning customer support conversations into an organized library of feedback you can easily share with the rest of the company:

    1) Charge your customer service team with being the voice of customer feedback across the company

    Your customer service representatives hear from customers more than anyone else at your company — if those conversations stay siloed, you’re not taking advantage of your best source of customer feedback. I recommend making your customer service team accountable for collecting and organizing customer feedback and distributing insights across the company. 

    Your customer service team’s day-to-day interactions are already an untapped source of high-value feedback. Here’s an example: If your customer service team experiences a spike in return requests, they can ask for more information from customers.

    • If customers say the products arrived late, the customer support team can notify the shipping and fulfillment teams
    • If customers say the product didn’t match their expectations based on the product description and photos, customer support can notify the website marketing team
    • If unhappy customers complain about how the product looked or felt, customer support can notify the product development team

    While negative feedback is generally where you’ll learn about opportunities to improve the product, the customer service team can also share positive feedback to confirm teams are heading in the right direction. Also, agents can share positive feedback with the marketing team to use as product testimonials, and encourage happy customers to leave online reviews

    Of course, asking the team to share insights is easier said than done. The steps below explain how your team can develop and maintain an efficient process with a helpdesk like Gorgias. 

    2) Use Tags to label customer feedback 

    If you’re just getting started with sharing customer insights, you might forward messages from customers to an appropriate team member as they come up. But one-off messages get lost and deprioritized in the shuffle. For the sake of organization and longevity, use ticket tagging in your helpdesk to create an organized customer feedback library. 

    Here’s a great example from an apparel brand that uses Gorgias. They have tags for feedback about how the product fits. While a smaller brand might just use the tag “feedback-sizing,” this larger brand has more granular tags, like tight waistband (6tightwb) loose waistband (6loosewb), and rides up (6ridesup):

    Use tags to organize customer feedback from customer support tickets in your helpdesk.

    3) Create views that organize tagged tickets

    Now that you’ve tagged tickets, you’re set to organize them into views that only show tickets with relevant tags. This way, when a team member logs into the helpdesk, they can click a view called something like “Marketing team” and get a curated collection of tickets.

    We do this ourselves here at Gorgias. While the customer support team is our first line of defense for incoming tickets, we have views for most teams. The support squad can tag tickets to send them to each team’s view, which lets all of our team track customer feedback and also jump in on conversations that require specialized input.

    image

    The brand mentioned earlier does this as well. They created a View that consolidates all tickets with feedback about the product’s fit, which they pass along to the team that maintains their on-site sizing guide:

    image

    If you use Gorgias, you can also get a macro-level view of tags in the Statistics section. The view shows how many tickets have each tag in a given period and changes over time. One great use case of this is to see if a fix inspired by customer feedback was effective — if the fix properly addressed the problem, contact rate and ticket count should go down:

    image

    4) Lean on NLP to help you automate tagging

    Adding a tag manually only takes an extra moment for your customer service team, but extra moments add up. That’s one reason advanced helpdesks like Gorgias use natural language processing (NLP): to auto-tag tickets based on customer intent without any manual work.

    To do this, you have to set up a Rule, or an automation, which is based on logic. At its most simple, the logic is “If a ticket contains anything related to X, tag with Y.” NLP is how Gorgias understands whether the ticket contains anything related to X. Here’s an example:

    image

    All of this essentially says the following:

    • If a ticket’s related to shipping status, tag it with “Order status”
    • If a ticket contains a cancellation request, tag it with “Order cancel”
    • If a ticket contains a refund request, tag it with “Refund request”

    Auto-tagging has several use cases, but you can easily set up Rules that auto-tag messages containing stock issues, product issues, or damaged orders to notify the relevant team.

    5) Invite your team members to your customer service platform

    So, you’ve set up your tagging system and built unique views with tickets containing valuable feedback for each team. Now, you need to find a way to get those teams into the helpdesk.

    This is one of the main advantages of Gorgias’ unique pricing strategy, which gives you unlimited seats. Whereas most helpdesks base pricing around the number of agents who have access to the platform, we understand the immense value of giving your entire team access to customer conversations.

    Want more information? Check out our help doc on adding users, creating teams within Gorgias, and managing permissions.

    6) Have recurring feedback digestion sessions

    While a curated view is great, most teams benefit from recurring feedback digestion sessions, wherein they sit down to go through their unique view to learn from customer feedback. If possible, do this at least once a month.

    During these sessions, focus on isolating just a few concrete takeaways. Of course, you’ll likely have more feedback than you can take action on. Focus on themes that pop up most often, quick wins, and feedback that tends to drive customers away from your brand entirely.

    7) Remember to act on insights, not feedback

    As you analyze customer feedback and put it into action, it's important to search out the insights within and act on those instead of just acting on the feedback itself.

    Let's say, for example, that an online clothing store is receiving a lot of customer complaints that your hats are too small. The customer feedback might be that your hats are too small and should be larger. However, you have the best insight into your business. 

    The deeper insight might be that your product’s sizes are unclear — instead of Small, Medium, and Large, you could use a numerical system based on the circumference those sizes fit. Alternatively, it may mean that a sizing guide unique to your store could prevent people from accidentally ordering a size that won’t fit. 

    Bonus: Use onboarding quizzes to turn customer feedback into personalized product recommendations

    According to research from Yieldify, 75% of customers state that they are more likely to purchase from brands that offer personalized online experiences, and creating personalized experiences is one of the best uses of customer feedback.

    Providing customers with a survey as part of the onboarding experience that is designed to gather information on their interests, desires, and needs can enable you to offer personalized content from the very start of the customer journey. Note that this doesn't mean that you have to provide an experience that is personalized to each individual customer: Beyond basic personalization such as calling them by name, that simply isn't feasible. Instead, you can use a customer onboarding survey to segment your new customers into buckets based on their responses. This way, every customer gets content that matches their needs and interests without you having to tailor the experience to each customer.

    For example, men’s soap brand Dr. Squatch has a quiz that asks customers for some information about themselves and offers a product recommendation in return:

    Dr Squatch uses customer surveys to recommend products to visitors.
    Dr. Squatch

    Collect actionable customer feedback with Gorgias

    Collecting customer feedback and analyzing it for insights can provide your ecommerce store with an invaluable roadmap for improving every aspect of the customer experience. With Gorgias, you automate both the process of collecting customer feedback and the process of analyzing it. This way, Gorgias allows you to gather the most actionable insights with the least amount of manual work for your support team:

    • Auto-tagging tickets to collect and organize customer feedback
    • Sending CSAT surveys automatically following each customer interaction
    • Enabling NPS survey automation via integrations with partners such as Simplesat, Omniconvert, and Delighted

    Sign up for Gorgias to provide your support team with all of these powerful tools and more!

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