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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.

    {{lead-magnet-1}}

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

    Further reading

    Best Shopify Apps to Increase Sales

    17 Non-Obvious Shopify Apps To Increase Sales

    By Ryan Baum
    15 min read.
    0 min read . By Ryan Baum

    On the Shopify App Store, you'll find no shortage of apps purporting to increase your store's sales. 

    But while most of these apps do indeed offer some value, many sales-boosting activities are actually activities that are not directly related to sales — chiefly by improving the customer experience before and after customers make a purchase.

    With that in mind, we decided to break down some of the best Shopify apps for both directly and indirectly boosting your sales. Read on to see our full list of top-selling, sales-boosting apps.

    1) Carthook: Upsell customers right after checkout

    Shopify rating: 4.2 ⭐ (35 reviews)

    Conversion rate optimization is underrated. Most online stores focus so much on promotion: more money on ads, more emails, more marketing. But boosting your store's conversion rate means that all of those customers you are driving to your site with your marketing efforts are that much more likely to place a purchase.

    And that's exactly what CartHook helps you do. Not only can you optimize your checkout with CartHook's drag-and-drop tool, you can also add upsells to your checkout process. 

    Unique features

    • Drag-and-drop functionality for creating customized post-purchase offers
    • Large library of post-purchase offer templates along with addable elements such as timers, CTAs, and product descriptions
    • Intuitive dashboard for tracking the revenue generated from your post-purchase offers

    Pricing

    • Paid plans start $50/month

    How this app helps boost sales

    Upsells and cross-sells are both great strategies for increasing average order value, which boosts revenue without having to spend tons on marketing efforts to bring more customers to your site. 

    By sending these upsell and cross-sell offers automatically following a purchase, Carthook turns every sale on your website into an opportunity for even more revenue generation.

     2) Klaviyo: The go-to SMS and email marketing app

    Shopify rating: 4 ⭐ (1,650 reviews)

    Imagine that you buy two dresses from a store. The store sends you an email informing you they have a pair of shoes on sale that would go well with those dresses. Which is more powerful: that email or a generic one inviting you to buy as much as possible on their site?

    Klaviyo, the best Shopify app for SMS and email marketing, takes care of this for you. It gathers data on purchase history, browsing history, engagement, and demographic information to create hyper-targeted promotions at scale.

    Learn more about how Klaviyo integrates with Gorgias.

    Unique features

    • Automated campaigns based on triggers such as cart abandonment triggers, price drop triggers, and back-in-stock triggers
    • Analytics dashboard that provides real-time insights on all of your email marketing campaigns
    • Large library of email templates to help you easily create marketing emails that make you look like a pro

    Pricing

    • Free plan available
    • Paid plans start $5/month

    How this app helps boost sales

    Email marketing remains a highly effective way to reach customers and drive sales. Email marketing that is targeted and personalized, meanwhile, is all more the more advantageous. With Klaviyo, you'll be able to create automated, personalized email marketing campaigns that are hyper-targeted for optimum conversion rates.

    3) UpOrder (formerly Spently): Customize your Shopify notifications

    Shopify rating: 4.8 ⭐(579 reviews)

    According to a study by Experian, transactional emails average a 114.3% open rate and a 14.4% click rate vs. promotional bulk emails, which average a 12.5% open rate with a 3.1% click rate — that’s 10X open rate, 5X click rate, and 6X more ROI.

    This provides a great opportunity to personalize your store’s push notifications to match your brand, facilitate engagement and drive repeat purchases using marketing components.

    These include personalized product recommendations, unique discount codes, countdown timers, and referral components. Paired with analytics so that you can iterate with data — after all, you can’t manage metrics that you can’t measure.

    Spently makes it easy to customize your Shopify notifications using their builder, allowing you to leverage this captive audience’s engagement within minutes.

    Unique features

    • Drag-and-drop designer for customizing all 27 Shopify email notification templates
    • In-app dashboard that provides ROI-based reporting and analytics
    • Recommendation engine that can automatically provide personalized product recommendations

    Pricing

    • Free plan available
    • Paid plans determined by # of orders per month

    {{lead-magnet-1}}

    How this app helps boost sales

    One of the few drawbacks of email marketing is that not everyone opens brand emails. But the high open rate of transactional emails make them an excellent medium for broadcasting key marketing messages. 

    By enabling you to customize these notifications and transactional emails to include product recommendations and other marketing materials, Spently lets you capitalize on the captive audience these emails and notifications provide.

    4) Gorgias: The customer support platform that boosts revenue

    Shopify rating: 4.4 ⭐(533 reviews)

    According to data from Shopify, 7 out of 10 online shoppers say that they will spend more money with a business that provides consistently great customer service. However, providing this type of customer service can be tedious and overwhelming without the right tools.

    Fortunately, Gorgias solves this problem with Macros and Rules automation. Our helpdesk app allows you to set up rules for frequently asked questions. It detects the text in a conversation and responds based on the rule you create.

    For example, Gorgias automatically deflects WISMO tickets and keeps shoppers up to date on their order status. Because of our user-friendly integration with Shopify, we can pull the order data based on the customer's email address and insert that into the reply — no need to copy/paste information or switch tabs

    Plus, you can connect all your social media accounts, SMS, voice, and more, for an omnichannel solution

    It's easy to set up, and we help you create these rules, so start a free trial here!

    Unique features

    • Centralized customer support dashboard where agents can respond to messages across numerous support channels
    • Rules, Macros, and automations for deflecting common customer questions and automating tedious customer support tasks
    • Fast-loading live chat widget for offering live chat support on your ecommerce site, including a contact form for building an email list

    Pricing

    • Paid plans start $10/month

    How this app helps boost sales

    Today, customer experience is the new battleground on which Shopify sales are won. By offering exceptional customer support via Gorgias, you can improve customer loyalty and generate more referrals and word-of-mouth advertising. 

    Gorgias also enables brands to draw a direct line between customer support and revenue generation with detailed revenue statistics showcasing the impact of customer support on your brand's bottom line.

    5) Okendo: Display social proof

    Shopify rating: 4.9 ⭐(663 reviews)

    Real-world shopping is often a very social activity. You get together with your friends and go to stores to try out products. Studies show that we're most influenced by what our friends think and say about a brand.

    When we shop online, that social element tends to be missing. That's why you need Okendo, the best Shopify app to mimic that social element and showcase customer experiences.

    Okendo makes it easy for you to collect what people say about your products and brand and display them on your Shopify store at key points. This enhances the customer experience allowing them to see your products in a social context.

    Through a range of user-generated content like ratings, reviews, trust badges, photos, and even videos, your visitors to your store can see how others are using and loving your products, increasing the chances that they will purchase.

    Learn more about how Okendo integrates with Gorgias.

    Unique features

    • Allows customers to visually showcase their experience by adding photos or videos to their review
    • Enables you to request customer reviews via automated post-purchase emails
    • Offers tools for publishing user-generated content on social media and at strategic locations on your website

    Pricing

    • Paid plans start $19/month

    How this app helps boost sales

    Customer reviews provide your products and brand with powerful social proof, providing unbiased information guaranteed to increase customer trust. 

    By helping you collect more of these invaluable reviews and enabling you to display them at key points across your store, Okendo creates a more social customer journey that will improve your store's conversion rate.

    6) Returnly: Create a streamlined returns process

    Shopify rating: 4.6 ⭐(165 reviews)

    Returnly is a Shopify app that helps you create a more customer-friendly returns process and helps reduce the negative impact of product returns by incentivizing customers to exchange their product rather than return it for a refund. 

    Returnly allows you to create transparent return policies and enables customers to return products without jumping through hoops. It also connects with your existing logistics systems to handle these returns at a lower cost to you and your customers.

    More interestingly, Returnly has an instant refund feature where customers can get a refund on their returns before sending the product back. You may think it results in fraud, but it actually increases customer loyalty and results in re-purchases!

    Learn more about how Returnly integrates with Gorgias.

    Unique features

    • Encourages exchanges by enabling customers to receive the correct item before returning their previous item
    • Includes a fully-branded, customizable returns portal
    • Automates the returns process to reduce your team's workload

    Pricing

    • Paid plans start $99/month

    How this app helps boost sales

    Product returns can take a big chunk out of an online store's profits, but it's still important to offer a smooth and easy returns process to retain more loyal customers. Not only does Returnly help boost customer loyalty by offering them a hassle-free returns process, but it also helps mitigate the financial impact of returns by encouraging customers to exchange their items instead. 

    This sort of "addition by subtraction" grows your store's sales by reducing the number of lost sales due to returns.

    7) Loop Returns: Another excellent returns management app

    Shopify rating: 4.3 ⭐(29 reviews)

    Loop Returns is a returns management app that shares much in common with Returnly. Both apps enable you to streamline the returns process for your customers by creating returns policies and branded returns portals.

    However, one key difference is that Loop Returns incentivizes exchanges over refunds by offering customers bonus store credit for choosing to exchange their item rather than return it. This helps mitigate the impact of product returns on your store's bottom line.

    Learn more about how Loop Returns integrates with Gorgias.

    Unique features

    • Encourages customers to exchange products by offering them bonus store credit
    • Includes a customizable returns portal that enables one-click exchanges
    • Automates the returns process by auto-enforcing the return policy that you create

    Pricing

    • Paid plans start $59/month

    How this app helps boost sales

    Loop Returns provides the same sales-boosting benefits that we've already covered for Returnly — it just goes about it slightly differently. With Loop Returns, you'll be able to incentivize customers to choose exchanges over returns by offering them bonus credit. Your customers will love this, and the cost of the bonus credit you provide is sure to be lower than the losses incurred by processing a return.

    {{lead-magnet-2}}

    8) Shoelace: Run automated retargeting campaigns

    Shopify rating: 4.5 ⭐(404 reviews)

    Retargeting ads are an excellent way to recapture potential customers who have already discovered your products, and Shoelace is an app that completely automates this process for you. It's like hiring the world's best retargeting expert to run your campaigns, but really it's just an excellent Shopify app.

    Once you plug Shoelace into your ecommerce store, it starts to generate campaigns on its own. Yup, it even suggests the ad creatives, so all you have to do is approve it. Then it retargets visitors based on the pages they visited and the products they're interested in. That makes it highly personalized to them.

    Imagine you sell all types of fashion items, from shirts to shoes. Someone visits your site to look at a shoe and then browses a competitor to compare prices. Instead of a generic retargeting ad that most stores create, your ad automatically promotes that specific shoe, reminding them to come back and purchase it.

    Unique features

    • Runs automated social media retargeting ads, no coding required
    • Runs automated Google Ads retargeting ads
    • Boasts an impressive library of pre-built ad templates

    Pricing

    • Paid plans start $79/month

    How this app helps boost sales

    It's rare these days that customers will purchase a product as soon as they discover it. It's much more common for customers to take their time, researching your product and comparing it to competitors. 

    However, you want to make sure that customers who discover your product don't forget about it throughout this process, and retargeting ads are a great way to keep it on the forefront of their mind. Shoelace runs these powerful retargeting ads automatically, ensuring that anyone interested in your products is carefully nudged toward a purchase.

    9) Shopify Flow: Automate ecommerce activities

    Shopify rating: 3.3 ⭐(36 reviews)

    Running an ecommerce business is a lot of work. One great way to free up time in your schedule is to list all the repetitive or mundane tasks you and your team are doing and automate them. Anything involving data transfers, synchronizing customer information, updating tags, etc., can and should be automated.

    With Shopify Flow, you can set up rules to do this. For example, if you want to tag a customer as high value based on their purchase volume, you can set up a workflow like the one in the image.

    That tag can also be passed on to your other apps, like Gorgias, so that it’s synchronized. To take it a step further, you can set up an automated ticket prioritization system in Gorgias based on tags so that the high-value customers get priority.

    It may seem like a little thing but even if tagging a customer in different systems takes only a minute, when you multiply that by the number of sales coming through during BFCM you could potentially save hours.

    And the time you save can be used to put out fires without feeling overwhelmed or dropping the ball.

    Unique features

    • Trigger, condition, and action building blocks for creating workflows
    • Install pre-built workflow templates for popular use cases in just three clicks
    • Use time delays to ensure that workflows execute at the right moment

    Pricing

    • Free plan available for customers on Shopify, Advanced, or Shopify Plus plan

    How this app helps boost sales

    Automating time-consuming ecommerce tasks won't directly boost your store's sales, but it will free up time for yourself and your team so that you have more time to focus on the activities that will actually grow your sales.

    10) ShopMessage: Launch automated Facebook Messenger Campaigns

    Shopify rating: 4.3 ⭐(129 reviews)

    Chat apps and Facebook Messenger have become increasingly popular in recent times. Many retailers are now using Messenger to communicate directly with customers and promote products. Most of the time this is completely automated — but done tastefully.

    How do you set this up? With ShopMessage, the Messenger marketing automation app for Shopify stores.

    ShopMessage automatically creates conversations with customers based on their interactions with your store. If they add a product to the cart and then abandon it, they'll get a Messenger chat asking them to complete the purchase. Plus, they have analytics, so you can see how much revenue your campaigns generated!

    Learn more about how ShopMessage integrates with Gorgias.

    Unique features

    • List segmentation tools for segmenting your Facebook Messenger list
    • Use ShopMessage pop-ups for building your Facebook Messenger list
    • Leverage ShopMessage Flows to send automated Facebook messages triggered by various customer actions

    Pricing

    • Paid plans start at $9/month

    How this app helps boost sales

    Facebook Messenger is an excellent marketing tool for ecommerce brands to utilize. With ShopMessage, you can grow and segment your Facebook Messenger list, then create targeted and automated Facebook Messenger campaigns promoting your store's products.

    11) Smile.io: Create and manage a loyalty program

    Shopify rating: 4.8 ⭐(4,844 reviews)

    We've talked about creating personalized promotions and providing excellent support to turn customers into loyal fans. Loyalty is powerful because it means recurring sales rather than deal-hunters who only come by when you have a promotion.

    There's another way to increase loyalty: creating rewards programs. With Smile.io, you can make your customers feel special by rewarding them for shopping at your store. You can assign points to each customer's action on your store. The more points a customer accumulates, the higher up they go in the VIP list. You can then offer incentives such as discounts and free products to VIP customers. Finally, you can reward them for referring new customers to you, generating even more revenue.

    Learn more about how Smile.io integrates with Gorgias.

    Unique features

    • Create referral programs that reward customers with points for desirable actions such as repeat purchases and referrals
    • Provide on-site nudges to remind customers when they have points available to spend
    • Search for customers by name and adjust their points manually

    Pricing

    • Free plan available for customers on Shopify, Advanced, or Shopify Plus plan

    How this app helps boost sales

    Retaining more loyal customers is almost always a more viable strategy for ecommerce stores than constantly trying to attract new customers — especially today when customer acquisition costs are higher than ever before. 

    With Smile.io, you can create and manage loyalty programs that reward your customers for sticking with your brand and making repeat purchases. You can even reward and encourage other sales-boosting activities, such as customer reviews and referrals.

    12) Veeqo: Automated inventory management

    Shopify rating: 4.1 ⭐(74 reviews)

    Veeqo is an all-in-one ecommerce software that allows retailers to manage and automate their entire business. The software’s multichannel inventory management allows retailers to sync inventory across multiple stores, channels, ecommerce marketplaces, and warehouses in real time, ensuring that you never oversell again.

    You can view, edit and print orders taking complete control with Veeqo’s order management software. With multichannel shipping and fulfillment capabilities, you can ship customer orders from any sales channel directly in Veeqo with just a few clicks. The software also includes a comprehensive warehouse management system with its own hardware.

    Unique features

    • Automatically update stock across all stores
    • Use a scanner or your mobile device to pick, pack, and ship the right items quicker
    • Get detailed analytics and forecasting for improved inventory management

    Pricing

    • Free plan available

    How this app helps boost sales

    For one, Veeqo eliminates time-consuming inventory and warehouse management tasks so that you and your team have more time to focus on the activities that will grow sales. 

    But just as importantly, Veeqo also helps boost customer satisfaction by ensuring a smooth order fulfillment process and preventing oversells. This improves customer loyalty and encourages more repeat purchases.

    13) Yotpo: Encourage customer reviews

    Shopify rating: 4.7 ⭐(2,416 reviews

    Ninety percent of customers will read online reviews before making a purchase. Put another way, a product in your competitor's store with a positive review will sell more than the same one on yours without a review.

    Yotpo is a great app for collecting and managing product reviews for your Shopify store. When someone buys from you, Yotpo waits till they've received the product before sending them an email politely requesting a review. They make it extremely easy for customers to write a review, and that review automatically gets posted on the corresponding product page.

    You can also add a Q&A widget to your site, like the one on Amazon. In general, this type of user-generated content not only increases conversions but also contributes to your search engine optimization (SEO).

    Learn more about how Yotpo integrates with Gorgias.

    Unique features

    • Provides customers with the ability to include photos and videos in their product reviews
    • Allows you to create custom questions for collecting targeted customer feedback
    • Enables you to display community questions and answers with a Q&A widget

    Pricing

    • Free plan available for stores with fewer than 100 monthly orders
    • Paid plans start at $29/month

    How this app helps boost sales

    We've already discussed the value of the social proof that user-generated content and customer reviews can provide to improve customer confidence and boost sales. With Yotpo, you can collect a lot more of this invaluable content and display it strategically for maximum effect.

    14) Recart: Launch automated SMS marketing campaigns

    Shopify rating: 4.8 ⭐(5,508 reviews)

    Everyone reads their text messages, making SMS marketing a lucrative marketing avenue for ecommerce brands to explore. With Recart, you can create, launch, and manage automated SMS marketing campaigns. These campaigns can be pre-scheduled or triggered via a wide variety of user actions.

    Along with enabling you to create automated SMS marketing campaigns, Recart also helps you build your SMS list with customizable opt-in popups.

    Learn more about how Recart integrates with Gorgias.

    Unique features

    • Customizable popups for growing your SMS subscriber list
    • Automated SMS campaigns (based on a variety of triggers)
    • Template library with pre-built automations

    Pricing

    • Paid plans start at $299/month

    How this app helps boost sales

    SMS marketing can be a lucrative strategy for ecommerce brands, and Recart provides everything you need to execute an effective SMS marketing strategy. By providing tools for building your SMS subscriber list and the ability to create a wide range of automated SMS marketing campaigns, Recart makes it easy to capitalize on this effective marketing approach.

    15) LoyaltyLion: Create and manage loyalty programs

    Shopify rating: 4.5 ⭐(422 reviews

    LoyaltyLion is a program similar to Smile.io that allows you to create and manage loyalty programs to reward repeat customers with high lifetime value. With LoyaltyLion, your customers can earn points from on-site activities such as purchases, reviews, affiliate marketing, and referrals. These points can be vouchers, gift cards, free products, or other custom rewards you create.

    Best of all, LoyaltyLion offers a built-in dashboard to track loyalty program analytics, such as customer retention and referrals in real time.

    Learn more about how LoyaltyLion integrates with Gorgias.

    Unique features

    • Automatically rewards enrolled customers with points for desirable actions
    • Provides real-time loyalty program analytics with built-in dashboard
    • Enables you to fully customize your loyalty program via CSS theme editor

    Pricing

    • Free plan available
    • Paid plans start at $159/month

    How this app helps boost sales

    Like Smile.io, LoyaltyLion boosts sales by rewarding customers for repeat purchases and other desirable, sales-boosting actions such as reviews and referrals. 

    Along with directly encouraging these desirable actions with reward points, LoyaltyLion helps you create a unique and enjoyable experience for your customers that will keep them coming back to your brand.

    16) Attentive: Create personalized messages and notifications

    Shopify rating: 4.9 ⭐(20 reviews)

    Attentive is an app designed to help store owners grow their email and SMS subscriber lists and then send those subscribers personalized, interactive messages. With Attentive, you can create automated abandoned cart reminders, personalized product recommendations, and a wide range of other messages generated using Shopify data.

    Along with helping you create automated, personalized SMS and email campaigns, Attentive also helps you grow these lists with tools for creating high-performing ADA-compliant sign-up units.

    Learn more about how Attentive integrates with Gorgias.

    Unique features

    • Automate revenue-generating moments with browse, shopping cart, and checkout abandonment reminders
    • Use Shopify data to send curated recommendations and order tracking updates
    • Leverage high-performing, ADA-compliant sign-up units for growing your subscriber lists

    Pricing

    • Paid plan information available after free trial

    How this app helps boost sales

    SMS and email marketing are both all the more effective when they are personalized and targeted. By leveraging your existing Shopify data, Attentive can automatically launch targeted SMS and email campaigns that will boost your store's sales. Attentive also helps you grow your email and SMS lists so that you can make the most of these effective marketing channels.

    17) Loyoly: Create a loyalty and referral program

    Shopify rating: 5 ⭐(9 reviews)

    Loyoly is a loyalty and referral platform 100% designed for ecommerce. Like Smile.io or LoyaltyLion, you can easily create and integrate points-based and tiered loyalty programs into your online store.

    But Loyoly differentiates itself by offering the widest variety of point-earning actions to engage your customers.

    Over 30 actions are available and can be added to your loyalty program in no time. As well as rewarding purchases and referrals, you can incentivize your customers to leave reviews, submit photo and video UGC, follow you on social media, like, comment or share your posts, and much more. 

    All loyalty points can then be easily redeemed for pre-built or custom rewards.

    Unique features

    • Create points-based or tiered loyalty programs
    • Add referral incentives to the loyalty program to increase brand word-of-mouth.
    • Customize the program's landing page to your image, as well as emails (via a strong integration with Klaviyo)

    Pricing

    • 14-day free trial
    • Paid plans start at $49/month 

    How this app helps boost sales

    With its gamified customer experience and customizable interface, Loyoly boosts sales by encouraging new customers to make repeat purchases, increase their average basket and thus their lifetime value.

    But Loyoly doesn't just build loyalty with your existing customers. It also helps you turn them into true brand ambassadors, who increase your message's reach and ultimately attract new customers.

    Integrate your Shopify apps for maximum efficiency

    Each of the apps we've covered in this article are powerful sales-boosting apps in their own right. But when you integrate your Shopify apps with one another, you unlock even more powerful new features and capabilities.

    At Gorgias, we have designed our industry-leading customer support platform with plugins and integrations for many of the top ecommerce apps on the market today, enabling our customers to create a fully integrated tech stack with unmatched capabilities. 

    Ready to start leveraging Gorgias' wide range of sales-boosting Shopify integrations? Sign up today!

    Pre-Sales Support

    How To Use Pre-Sales Support To Unblock Sales

    By Alexa Hertel
    16 min read.
    0 min read . By Alexa Hertel

    The buyer’s journey is full of questions: When will this arrive? Is this ethically made? Will I be able to return it if I don’t love it? 

    Pre-sales support grows your business by proactively answering these questions to help customers make more confident buying decisions. According to a study by Harvard Business Review, businesses with solid pre-sales strategies convert 40-50% of new customers.  

    Whether you’re aware or not, most shoppers need a lot of information before they trust you with their credit card number: information about sizing, shipping costs, production materials, and so on. And if they can’t find an answer, they might venture to Amazon or another store that provides this information upfront. 

    Below, learn how to structure a more effective pre-sales strategy that bolsters customer satisfaction and supports a healthy sales cycle. 

    {{lead-magnet-1}}

    What is pre-sales support?

    Pre-sales support is the process of providing shoppers with the answers they need to feel confident in making a purchase. 

    Especially as the shopping experience moves online, customers have new questions (e.g. “Is expedited shipping available?”) and more suspicion (e.g. “Does this product really show the accurate color of the product?”). The ability to answer pre-sales questions is an important factor in your online store’s conversion rate

    Example of pre-sales questions that impact customer sales

    A lack of pre-sales questions is a major pain point for shoppers, resulting in lost sales. While your store’s complete list of pre-sales questions will depend on your unique product and industry, use the list below as a starting point that covers most ecommerce fundamentals. Below are some common questions that your support team should be prepared to answer. 

    Product details

    • What size should I get?
    • How does this product work?
    • Who is this product for?

    When trying to identify the best product for their needs, customers typically ask questions about size, color, durability, warranty, user-friendliness, safety, and so on. Another common question is how the product compares to its competitors.

    For example, tech accessory brand Native Union’s product pages include quite a lot of information to proactively answer pre-sales questions about this product. On top of a detailed description, the page includes tech specs, compatibility, a section on “Why we designed this,” and products that work well with this one:

    Example of pre-sales product questions.
    Native Union          

    Your agents must answer these questions and point out how each product feature will add value to the customer’s life. If necessary, the agent can recommend other available products that might be a better fit for the customer’s budget or other requirements.

    Inventory details

    • When will you get this item back in stock?
    • Does this include refills? 
    • Does this come in any other colors? 

    On top of questions about specific products, customers may have pre-sales questions about inventory levels and product availability. Think of this as the equivalent of asking the clerk whether they have any additional sizes in the back.

    For example, ABLE responds to inventory-related questions on its Instagram posts: 

    Example of pre-sales inventory questions.
    ABLE          

    Shipping questions 

    • How long do items process before they ship?
    • Do you ship to my location?
    • How much does shipping cost? 
    • How long will shipping take?

    Shipping-related concerns are common among pre-sales shoppers. Including a robust shipping FAQ page and self-service order tracking once orders ship can go a long way toward quelling those concerns. 

    For example, Vancouver-based dress shop Park & Fifth has a detailed FAQ page that lists out answers to many shipping questions. To help brides understand how long they need to order a wedding dress from their white collection, they even specify how long those dresses take to ship. 

    Shipping policy to deflect pre-sales questions.
    Park & Fifth          

    Technical support

    • Will this item fit in my space? 
    • How will I know how to install it once it arrives?
    • Will this be compatible with my other devices?

    Technical questions often require detailed measurement guides or a human touch so that shoppers can ensure they make the right choice. 

    For example, car accessory brand GOBI shares installation guides and product specs within every product page. Since the brand creates roof racks for many different car models, customers need to ensure they’re purchasing the right one. 

    Example of pre-sales information around technical support.
    Gobi          

    Sourcing, ethical concerns, and brand values

    • Do you use fairtrade and sustainably sourced materials?
    • Are your operations eco-friendly?
    • Are your sheets OEKO-TEX certified? 

    More and more customers prefer getting their goods and services from socially responsible companies. Pointing out that your company adheres to ethical practices can convince shoppers with those concerns to make a purchase.

    For example, fashion brand ALOHAS makes its sustainability practices well known across its website.  

    Example of pre-sales questions around ethics and brand values.
    ALOHAS          

    Pricing frustration or confusion

    • Can I get a discount?
    • Do you have any upcoming sales? 

    Most customers are looking for a bargain, so it’s not unusual to hear questions like the above. If a customer complains about prices or missing sales, you can offer a coupon to help get the customer to make a purchase. If giving a coupon is not feasible, inform the customer about upcoming sales.

    If your brand doesn’t do sales, let shoppers know why your products are worth the price by explaining your unique selling points (USPs). You can also sway undecided prospects by offering free returns if the product falls short of their expectations.

    For example, jewelry brand Jaxxon’s chat widget includes a button labeled, “Do you have any current promotions?” This way, customers can quickly find any promotions without having to leave your website or wait for an agent’s response (both of which would delay, or even derail, the purchase): 

    Questions around pricing : pre-sales.
    Jaxxon          

    Doubts about product efficacy

    • Will this help my hair grow back?
    • Are these vitamins really effective? 

    When a potential customer doubts a product’s efficacy, telling them the product works is not enough to clear their doubts. 

    On your website, make sure to list the product’s ingredients or qualities and explain why each one can deliver the results the prospect seeks. Case studies, positive reviews, and science-backed research that showcases the product’s effectiveness also go a long way in the battle for customer trust.

    For example, vitamin brand Ritual shares information about the research team who formulated its vitamins and where it sources its ingredients on its website. 

    Pre-sales information around product efficacy.
    Ritual          

    {{lead-magnet-2}}

    7 ways boost revenue with pre-sales support

    Pre-sales support helps to stop shoppers from leaving your page to research products on other sites, and provides crucial objection handling that can make or break sales. In fact, Harvard Business Review found that optimized pre-sales processes converted 80 to 90% of repeat customers. 

    Your support team must also act as sales reps in order to answer any questions, handle objections, or provide the assistance shoppers need to make a purchase. 

    1) Make your website informative and easy-to-navigate

    Shoppers won’t make purchases if they get confused on your website, or if it doesn't provide the information prospects need to confidently place an order. Your website’s browsing experience is your first line of defense against pre-sales questions that could block a sale.

    How to optimize your site for pre-sales support.
             

    There’s no limit to the ways you could optimize your website, but here are some of the best opportunities:

    • Provide delivery estimates early in the checkout process
    • Use banners to notify customers about temporary announcements (like delivery delays or new promotions)
    • Make your shipping and return policy easily clickable from any page
    • Create detailed product descriptions that provide information about the products production, compatibility, use cases, sizing, and more
    • Create detailed sizing guides or a sizing questionnaire
    • Use product quizzes to help customers find the right product for their needs 
    • Provide multiple product photos (or even videos and 360-degree images) on each product page

    You can also do market research to figure out what kinds of websites are easiest to navigate or for tips and tricks you can adopt to improve your website’s functionality. 

    You can also look at your website traffic and perform data analysis to figure out what’s working and where you could use some optimization. For example, if you have incredible shipping and return policies that barely get any traffic, you may want to make links to those pages more prominent.

    📚 Recommended reading: Our guide to ecommerce conversion optimization with A/B testing. 

    2) Provide proactive self-service resources

    On top of information dispersed across your site, you can also centralize answers to pre-sales questions in a self-service resource (like an FAQ page or Help Center knowledge base). 

    If customers with questions are directed straight to your email, that’s a problem. You want to create a path to these answers (and the purchases that follow) that doesn't require leaving your website or shopping app — especially before an order is placed when leaving your site means abandoning a cart

    A detailed, organized resource will quickly become your shoppers’ first stop for all questions and issues before reaching out to support. 

    Once you build an FAQ page or Help Center, link it prominently on your website (like Jaxxon, who put a link in their website’s top navigation).

    A prominent help center.
             

    Once customers land on this resource, make navigation as easy as possible so customers can quickly answer their questions. A search bar is your best friend here. Your next best? Clear categorization, titles, and headers so customers can find exactly what they’re looking for. 

    For example, furniture brand Branch offers an FAQ page and Help Center organized to answer common pre-sales questions from shoppers:

    FAQ pages and Help Center.
    Branch          

    📚Recommended reading: Why Proactive Customer Service Is Your New Growth Strategy

    3) Provide self-service answers to the most common questions in your chat widget

    If your customers can’t find help on your website or help center, they’ll likely open up your live chat widget to ask a question. Fortunately, you have one more line of defense: Pre-loaded FAQs in your live chat. 

    To save both your support team and your shoppers time, you can use a feature like Gorgias’ Quick Response Flows. These add interactive buttons to your chat widget that customers can click for an instant answer.

    Take a look at ALOHAS’ Quick Response Flows to get the idea:

    Quick Answer Flows in chat.
    ALOHAS          

    Quick Response Flows are a great match for pre-sales questions because your customers don’t have to leave your website (or wait for an agent’s follow-up response) to get the information they’re looking for.

    Plus, Quick Response Flows don’t mimic or replace human agents — if customers aren’t satisfied with an answer, they don’t have to fight with a frustrating chatbot or open up an email to contact your team. They can easily click “I need more help” to be connected with a customer support agent or salesperson. 

    How did Jaxxon Increased Revenue by 46% with Quick Response Flows? With Gorgias, Jaxxon is able to automate responses to common pre-sales questions and give customers instant answers around the clock, leading to happier customers, 46% more revenue, and time saved for the team to handle higher-impact conversations.

    Read the case study.

    4) Automatically answer common pre-sales questions your support team gets asked

    If customers end up asking a question to your support team, you still have an opportunity to provide an answer with the help of automation. We recommend using a helpdesk that leverages omnichannel communication to receive and send messages via email, live chat, SMS, or any other channel.

    With help from Gorgias, you can automatically detect common customer questions and fire an instant response based on a pre-written Macro template.

    Automatic responses.
             

    Gorgias’ Intent Detection capabilities can understand when customers are looking for specific information, so you can provide a helpful response without waiting for an agent. 

    Setting up automated responses provides instant, helpful responses while improving project management for agents (they won’t have to answer as many questions) and create better workflows for them.

    Save your time for better things

    Unlock your customer support with Automate in Gorgias. Leverage tools designed to resolve common customer inquiries so you can focus on conversations that no robot can answer.

    5) Use chat campaigns to reach out to live shoppers in real time 

    Chat campaigns are automated outreach to customers via your site’s chat widget — kind of like an in-store sales team member approaching a shopper to see if they need help and know about the latest products and promotions.

    Chat campaigns can offer updates, news like product launches or recent collabs, or ask shoppers if they have any questions they need answered. 

    For example, if you use Gorgias, you can set up a prompt for users who have been on the site for a while: 

    Chat campaigns to offer support.
             

    While the above example is a welcome message for all website visitors, you can get much more specific. For example, you can create chat campaigns for:

    • Premium product pages to offer high-touch support
    • Shipping pages to remind customers about your free shipping eligibility
    • Checkout pages to offer a discount to get shoppers over the finish line

    📚 Recommended reading: Learn more about chat campaigns, including examples to move shoppers down the sales funnel. 

    6) Create custom pre-sales views within your helpdesk

    To help support agents filter out pre-sales conversations, set up rules to help tag and prioritize pre-sales tickets within your helpdesk. 

    In Gorgias, you can set up views and create tags and rules within those views so that agents can filter for only pre-sales questions. If you do this, be sure to clearly define to agents what qualifies as a pre-sales question. It’s anything that a shopper needs answered in order to justify a purchase. 

    7) Monitor social media for pre-sales questions (and answer them publicly)

    Help potential customers learn more about your products without ever leaving the social app they’re using. 

    Because social media comments and direct messages come in across apps and usually in large quantities, this task should never fall on your marketing team. Instead, set support agents up with the information they need to answer customer questions on social media. These questions can often remove the barrier a shopper needs to make a purchase. 

    For example, fine jewelry brand Fewer Finer often answers questions via Instagram Stories to help sell different pieces in its vintage and signature collections. 

    Answer pre-sales questions on social media.
    Fewer Finer          

    How to measure pre-sales support

    Most brands don’t think customer support teams offer much in the way of lead generation or sales. This couldn’t be farther from the truth: Pre-sales customer support teams can be a huge facilitator of sales — it’s just a matter of proving so. 

    Here are three ways to measure revenue that comes in through support.  

    1) Use a revenue generated by support dashboard 

    Create or monitor a dashboard that shows all revenue that your support team generates. If you use Gorgias, you can see this in the Revenue Statistics part of your account. Gorgias attributes revenue to a conversation with an agent within the last 5 days before a sale. 

    Revenue dashboard in Gorgias.
    Source: Gorgias          

    2. Track traffic coming into your help center

    The traffic you get to your help center can also be another great indicator of pre-sales questions answered, an indicator of revenue generated by support. 

    If a shopper visits your help center before making a purchase — especially an article containing pre-sales questions — it’s most likely because they’re interested in your brand, have questions, and are actively interested in learning more. 

    Keep an eye on traffic here to prove your impact as well as understand how you could better organize and link your knowledge base to improve discoverability. 

    3. Track the automation rate of pre-sales Quick Response Flows

    If you automate responses in chat for common questions (called Quick Response Flows if you use Gorgias), you can measure their traffic.

    For example, if you see that 200% more people click the response for “Do you have new products,” that’s a good sign your pre-sales support is funneling traffic to product pages. If you see a spike in purchases following that, count that as a win. If you use Gorgias, you can find these stats in the Revenue Statistics Dashboard

    Revenue Statistics to track automation rate in Gorgias
             

    Post-sales support 

    Post-sales support is an effective tool for supporting existing customers, encouraging exchanges over returns, and creating repeat business. 

    The difference between pre-sales and post-sales support

    Pre-sales support means answering the questions customers ask before making a purchase plus leading customers through the sales process and closing deals. Support agents turn into sales representatives to guide a customer from being a prospect to becoming a satisfied shopper. 

    Customer support team members handle post-sales support as well — and this activity impacts your brand’s bottom line as well. By creating a good impression and meeting customer needs through quality post-sales, customers are more likely to become return shoppers, boosting customer retention and lifetime value. 

    Proactive post-sales strategies 

    After a customer places an order, keep them at ease but eager to keep shopping by sending:

    • Detailed order confirmations: Share order confirmation emails that include a link to a customer’s order portal where they can find status updates like shipping times or return information. This helps to reduce WISMO (where is my order) requests. 
    • A thank you note: Appreciating a customer goes a long way in showing that you value their patronage.
    • Review request: Asking for feedback shows clients that their opinions matter to your company, and can help you make necessary improvements to the post-sales process. 
    • Product suggestions: Product suggestions are a great way to keep customers engaged while awaiting their orders. Sending them product suggestions that match their searches also increases the chances of the customer making more purchases.
    • Shipping updates: Send shoppers shipment updates until their order arrives. The updates can contain personalized alerts about ongoing discount offers, upcoming promotions, and more, to bring customers back to your store.
    • Marketing communications: Send out email newsletters or nurture campaigns to re-engage shoppers and encourage repeat purchases.
    • Offer fast customer support wherever your customers are: According to a study by AMA, you can use live chat to improve post-sales customer support by 39%. Lowering your average response time can also help meet customer expectations. 
    • Take an omnichannel approach: Customers expect to get support on their preferred channel, whether that's SMS or Facebook Messenger. Make that a reality for them by employing omnichannel customer service

    Strengthen your pre-sales activities with Gorgias

    Gorgias can support your support agents and your customers as they embark on a pre-sales journey. While most customer support teams and tools focus on troubleshooting issues, Gorgias focuses on generating more qualified leads and improving conversion rates for online stores.

    Book your demo to try out the most revenue-generating helpdesk in ecommerce. 

    Live Chat Support Metrics

    13 Live Chat Support Metrics to Measure and Improve Your Chat Strategy

    By Lauren Strapagiel
    15 min read.
    0 min read . By Lauren Strapagiel

    If you’re using a live chat for your ecommerce business — to support customers, drive sales, or both — you already know it’s a powerful tool. 

    That tool is made even mightier with analytics and reporting. Stores that don’t track support metrics for live can only take educated guesses to answer questions like:

    • When should we staff live chat? How many agents do we need at any given time?
    • How does live chat support performance compare against other channels?
    • How does live chat compare to other pop-ups in terms of conversion rates?

    Below, we’ll cover key live chat metrics that go beyond your response and resolution times. You’ll also get finer insights about how your chat strategy boosts your bottom line.

    Don’t have live chat yet? Check out our list of the best live chat software (or, the best chat apps for Shopify or BigCommerce).

    What do online shoppers expect from live chat?

    Before you look into analytics and reporting for your live chat operations, it’s good to get a baseline of how customers expect live chat to fit into the customer experience. 

    Here are some statistics that highlight what your shoppers expect from your live chat support operations.

    • 42% of customers want a response within 60 minutes on social media (Convince & Convert).
    • Customers expect a response within 45 seconds for live chat (Com100). 
    • 53% of customers are willing to wait only three minutes to talk to an agent on the phone (BizFluent).

    People want to get things done as quickly as possible. Ultimately, it’s best to start where you are and work on improving internally. But, when you know how you stack up to the competition, it can help. 

    {{lead-magnet-1}}

    Next, take a look at the key performance indicators (KPIs) you should follow. 

    📚 Read more: 

    The Live Chat Support Metrics You Need to Follow

    To get a complete understanding of where you stand and where your customer support team can improve live chat efforts, here are the metrics you should follow (in no particular order). 

    1) Contact rate

    Your contact rate is the percentage of active customers that reach out to you via your chat strategy on any given day, month, year, or other period of time. 

    Contact rate is tricky: If customers are messaging you with pre-sales questions, that’s a good thing. They’re deep in the consideration phase and need information about sizing, returns, or shipping to make a purchase.

    But if people are messaging you with post-sales questions (like “Where is my order?” or WISMO) then you have a problem. A high number of these chats indicates some part of your customer support information is unclear or confusing.

    Remember that avoidable customer support interactions — not counting pre-sales interactions, which are more like a sales consult — are actually 4x more likely to drive customer disloyalty than customer loyalty. A low rate indicates that customers are able to find everything they need without your help.

    Source: The Effortless Experience

    How to measure contact rate

    The formula for determining your contact rate is to divide the number of customers who reach out via live chat in a time period, such as month, by the total number of customers. Then multiply by 100.

    For example, if you had 500 customers in December, and 153 of them reached out for help via live chat, your contact rate would be 30.6%.

    If you use a helpdesk like Gorgias, you can see contact rate broken down by channel, agent, and more right within the platform. 

    Tips to improve contact rate

    Analyzing why customers contact you via live chat will help you reduce your contact rate.

    For example, most customer inquiries tend to be about shipping and tracking. If you’re getting many questions about your shipping policies, that indicates you haven’t made this information clear and easy to find on your website.

    Another solution is to add self-service options to your chat widget for frequently asked questions, such as shipping info, parcel tracking, and order cancellation. You can add these as buttons or as automated chatbot replies.

    📚 Read more: 

    2) First-response time

    Your first-response time (FRT) is also called your average wait time — essentially how long it takes to reply to a new chat from a customer. Specifically, it’s the response to the very first chat message from a customer.

    Customers have high expectations when using a chat widget. According to Klipfolio, users expect a response via chat within 90 seconds, compared to 24 hours for email. That’s fast! But that’s why customers prefer chat when it’s available. 

    Your first interaction with a customer is a crucial time to secure their trust and loyalty with a fast response. Faster responses mean a higher customer satisfaction (CSAT) score, which we’ll discuss further in depth later on.

    Your first-response time should become shorter over time. When you see a decrease in first-response time without a spike in website traffic, it is a cause for concern and should be looked into. 

    How to measure FRT

    Your first-response time can be calculated by determining how long it took to respond to every first chat message within a time period, then dividing by the number of messages.

    For example, if it took 74,000 seconds to respond to 800 tickets in September, the first-time response rate was 92.5 seconds, on average.

    Thankfully, a helpdesk such as Gorgias can provide this number to you.

    Tips to improve first-response time

    Improving your first-response time requires you to have support agents available if your live chat is set to active. 

    Make sure to set your business hours in your chat widget. This way, after-hours customer inquiries will be converted to an emailed ticket. Appearing offline also sets customer expectations, letting them know a response won’t come until the next day.

    Keep an eye on those metrics to determine if there are particular days, hours, or seasons when incoming chats rise and more support employees need to be on hand.

    3) Average response time

    While the first-response time is all about that initial chat message, your average response time is how long it takes to respond to any and all incoming chat messages.

    That first-response time benchmark of 90 seconds still applies here — you don’t want your customer to get a quick first response and then grow frustrated as responses take longer.

    How to measure average response time

    To calculate this, add up the total time your team has taken to respond to requests during a specific time period, then divide by the number of responses sent during that same time period.

    For example, if your team spent 72,800 seconds responding to 800 messages, that’s an average chat response time of 91 seconds.

    Again, Gorgias’ metrics can provide this number for you.

    Tips to improve average response time

    This is another opportunity for self-service options and chatbots to shine.

    Gorgias’ Automation Add-on allows you to add self-service order management options and quick response flows to your chat widget, giving customers instant answers to their questions or options for tracking or canceling orders.

    4) Resolution Time

    The resolution time is how long it takes for a customer’s issue to be resolved after they first reach out via chat. This is also called the average resolution time (ART) or average handle time.

    This includes the entire chat duration, starting when they send that first message, and ending when they’re satisfied their concern is addressed.

    Use this metric to determine how long it typically takes to solve your customers’ problems. Like first-responses, they want a resolution as quickly as possible. 

    Similar to first-response time, customers expect a quicker resolution when they start a chat session then when they reach out via email. 

    How to measure resolution time

    The average resolution time is calculated by dividing the total duration of all chat conversations in a given time period, divided by the number of customers.

    You can also see this number in your Gorgias help desk metrics.

    Historical view of average resolution time

    Historical view of average resolution time

    Tips to improve resolution time

    You can use automation to speed response and therefore resolution times. 

    Study your incoming messages to determine frequently asked questions and create templated responses (or Macros, in Gorgias) and then create automated Rules to respond to tickets.

    In Gorgias, these templated responses can be sent quickly and efficiently, and can even pull in personalized customer information like names, order numbers, and tracking info.

    5) First-contact resolution rate

    Also called the first-contact resolution (FCR) rate looks at how many incoming chat sessions are resolved with a single reply. These are also called one-touch tickets.

    Solving issues with a single reply is the best-case scenario with incoming chat requests. As we mentioned earlier, high-effort customer support interactions drive disloyalty, so keeping these interactions short and sweet will increase customer satisfaction.

    First reply time illustration
    Source: Gorgias

    How to measure first contact resolution

    The FCR rate is calculated by finding the total number of chats resolved with a single reply, and dividing it by the total number of incoming chats that were eligible to be resolved with a single reply.

    Tips to improve first contact resolution

    In addition to automation and self-service options we’ve already discussed, this is a KPI where it’s worth digging into your chat history.

    If a chat session took more than one response to be resolved, ask yourself: 

    • Is there a way you can speed up the process for next time? 
    • Is there a new automation you can add? 
    • Could you practice forward-resolution by proactively answering common follow-up questions in the first response?

    Complex issues will inevitably take several responses to solve, but aim to streamline as many common chat requests as possible.

    {{lead-magnet-2}}

    6) Customer satisfaction (CSAT) score

    While a little more complicated to calculate, your customer satisfaction (CSAT) score is the ultimate measure of the impact your customer service is having.

    The customer satisfaction score measures how a customer feels about your store’s customer support. Was it quick? Was it low-effort? Was your customer service team helpful? It’s estimated that businesses lose $75 million every year due to poor customer service, so keeping customers satisfied is no longer optional. 

    By contrast, happy customers lead to conversions and repeat business. Gorgias analyzed over 10,000 businesses and found that raising CSAT score by just one point — from 4 to 4.9 — lifts overall revenue by 4%. 

    According to Retently, the average CSAT score for ecommerce businesses is 75. Customer satisfaction rate can also be expressed as a number from 1 to 5, 5 being the best.

    How to measure CSAT

    To get your CSAT score, you need to survey customers who have interacted with you via chat. This can be done with a survey tool, or with Gorgias.

    Ask customers who used your chat: “On a scale from 1 to 5, how satisfied are you with your experience today?” Then, add up how many gave a rating of 4/5 or 5/5 and divide that by the total number of responses. Multiply by 100 to get your CSAT score.

    Using Gorgias, customers are asked to rate their experience, showing you a CSAT store in your dashboard out of five. We recommend our customers, all of whom are ecommerce merchants, aim for a CSAT score of 4.8.

    Results of Gorgias customer satisfaction survey
    Source: Gorgias

    Tips to improve CSAT score

    Using Gorgias, you can review all chat ratings as all customers are given a post-chat survey. You can use this to examine common themes for any interactions scored below 4 stars. What issues keep coming up? Do particular products result in lower scores than others?

    You can also follow-up with customers who gave a low score to further investigate what went wrong with these detractors.

    Issues that can impact your CSAT score — and that you can work on improving — include:

    • Long wait times for responses
    • Multiple messages needing to be sent
    • Long resolution times

    📚 Read more: 

    7) Customer effort score

    This is a complement to your CSAT as well as NPS (net promoter scores). The customer effort score measures how much effort a customer felt like they had to put in to resolve their issue.

    This score should be as low as possible. Ideally, you want customers to find your customer service to be effortless, breezy, and efficient. High effort interactions will in turn hurt your CSAT and your revenue.

    According to The Effortless Experience, 96% of customers who had a high-effort customer service experience feel disloyal to the company after.

    96% of companies who have high-effort experiences feel disloyal to a brand.
    Source: The Effortless Experience

    How to measure customer effort score

    Similar to your CSAT score, customer effort can be measured with a survey that asks customers to rate how easy their experience was on a scale of 1 to 5.

    Find the percentage that said “very easy” and then subtract the percentage that said “very hard.” This will give you a score of between -100 and 100.

    Tips to improve customer effort score

    The more messages a customer has to send via your live chat, the more effort it will take on their part to resolve the issue.

    Using automation, increasing response times, and aiming for one-ticket resolutions will improve your customer effort score.

    📚 Read more: Customer Delight Is A Losing Strategy in Ecommerce: Here’s What’s Better

    8) Conversion rate

    Is your customer service chat tool actually leading to more sales, also known as conversions? Are you successfully turning chat requests into sales?

    Chat is a great way to contribute to your conversion rate optimization (CRO) strategy since you talk with customers while they’re still on your store (and hopefully contemplating a purchase).

    Pre-sale information given via chat, like finding the right size or inquiring about your return policy, have a high chance of leading to a sale. 

    How to measure conversion rate

    The conversion rate is calculated by total sales after a customer support interaction divided by total number of tickets.

    The Gorgias dashboard shows you how many tickets led to sales within five days, which reveals your conversion ratio. Apply a channel filter for live chat to show how many of these were the result of a live chat session, 

    As well, Gorgias shows you the hard numbers of your total sales numbers that came from a support interaction.

    Gorgias' revenue tracking shows tickets created, converted, conversion ratio, and total sales from support
    Source: Gorgias

    Tips to improve conversion rate

    The best way to improve conversion rate from chat is to reach out to more customer shopping in real-time with chat campaigns. These automated pop-up conversations can be used to ask whether website visitors need help, know how to qualify for free shipping, or offer a discount.

    Research shows that people who use live chat are 3X more likely to complete their purchase before leaving a website. 

    9)Total sales

    How much money is being generated via live chat support? This is simply your total sales made from customers who used your live chat.

    How to measure total sales

    While you could calculate this manually, in Gorgias statistics you can filter your sales by channel, segmenting only those sales made after a customer used live chat.

    Tips to improve total sales

    Like your CSAT score, your total sales are a reflection of your overall ability to quickly meet customers’ needs via chat.

    Compare individual sales with either very high or very low totals and look for patterns. Do more responses lead to a higher or lower total? Does answering FAQs have an impact? These are important questions that become much easier to answer when you can see the total sales over a given period, agent, channel, request type, and so on. 

    📚 Read more: Customer Service ROI: How To Measure and Improve Value

    10) Automation rate

    This is a measure of how many customers are getting help via chat using automated options like self-service order management and quick response flows.

    These can be created in the Gorgias chat widget by adding buttons for customers to get information like tracking, or answers to FAQs, without a live agent needing to respond.

    For example, luxury jeweler Jaxxon’s chat widget contains the following self-service options for a proactive customer service approach.

    Source: Jaxxon

    By using automated responses, Jaxxon reduced live chat volume by 17% while lifting on-site conversion rate by 6%.

    How to measure automation rate

    Gorgias Statistics lets you see how many customers use the automated options you have set up in the chat service.

    Tips to improve automation rate

    Set your chat widget up for success by reviewing incoming tickets to determine which common inquiries can be satisfied with either self-service order management or quick answer flows.

    11) Template usage

    Templated responses in live chat save your support agents time and, of course, give quicker responses to customers.

    At Gorgias, these pre-written responses are called Macros. They are similar to custom fields and they can help automate some of your communication within your live chat support operations. 

    Preparing Marcos for use in live chat will improve your average response time, resolution time, and lead to more one-touch tickets.

    How to measure template usage

    In Gorgias Statistics, you can see how often Macros are used in responses to customers.

    Tips to improve template usage

    Monitoring which types of responses take the most amount of time for agents to resolve will help you create new templates for them to use. On the flip side, seeing a template is used very frequently could point to shortcomings elsewhere.

    For example, if you notice that the shipping macro seems to be over-used, you can link out to shipping details and/or update your shipping policy page to make the information easier for customers to find. Then, you may not need to reply to as many tickets in the future. 

    12) Chat campaign responses

    Your chat widget can do so much more than track orders. With Gorgias’ live chat, you can set up campaigns that deliver customized messages for different scenarios. 

    For example you can set up chat automated chat messages that:

    • Offer a product-specific offers or discounts
    • Give a link to a style quiz
    • Spark conversation around specific products
    • Offer a personal, virtual stylist
    • Prevent cart abandonment

    For example, here’s a chat campaign from Jaxxon to recommend “VIP level support.”

    Source: Jaxxon

    It’s great to try new things with your chat widget but you should always be mindful to measure and evaluate their results.

    How to measure chat campaign responses

    The best way to track responses to your campaigns is to set up an auto-tag in the Gorgias help desk to see how many people respond when prompted with a campaign message.

    Here’s how Jaxxon could set up auto-tagging for the above campaign:

    Tips to improve campaign responses

    All chat campaigns should be tracked with performance metrics to determine if they were successful, how they can be improved on next time, and if you need to do further A/B testing.

    In the Gorgias dashboard, you can:

    • Track overall revenue generated by a campaign
    • Measure increase in sales for products targeted with a chat campaign
    • Track the usage of promo codes

    You can also include a UTM link to track clicks.

    13) Missed chats

    The whole point of live chat is to provide immediate customer service in real-time. Missing a chat has a deep impact on that customers’ satisfaction so you need to keep a keen eye on missed messages in the chat queue and use them to inform your customer service strategy.

    How to measure missed chats

    Simply review your incoming chats on a regular basis, even daily, to see if any incoming chat sessions didn’t receive a response. Keep track of this number and see if you can get it to the ideal number: zero.

    Tips to improve missed messages

    As we discussed before, it’s vital to set your business hours in your live chat. For after-hours, include a contact form so that even if you’re not online at the time, a ticket is created.

    If you notice you’re missing a lot of chat messages at a particular time of day, or day of the week, that’s an indication to rethink your live chat agent staffing schedule.

    You should also pay attention to each individual agent and if they’re missing tickets. That could mean there’s a need for additional training to improve agent performance.

    Never stop optimizing

    What’s up with your ecommerce live chat support operations? If you don’t know, you can never optimize your processes.

    A live chat will only drive sales if it’s being used in a way that best supports both your business and your customers. Keeping a close eye on all the above data will allow you to finetune your live chat performance.

    Remember, satisfied customers are loyal customers, and loyal customers are ones that will come back again and again.

    Gorgias puts this important data at your fingertips. Our customers can see everything they need to nurture outstanding customer support strategies. Sign up for your free trial today and experience the difference. 

    Best Magento Extensions

    19 Best Magento Extensions for Your Business

    By Ryan Baum
    15 min read.
    0 min read . By Ryan Baum

    From providing you with powerful marketing tools to automating time-consuming processes that are clogging up your schedule, choosing the right extensions to integrate into your Magento store can offer a wide range of benefits. 

    If you already use Magento (also called Adobe Commerce), you’re probably familiar with Magento Extensions and how they work. If you’re currently considering Magento, consider taking a look at our comparison post of Magento and Shopify, another leading ecommerce platform. 

    Let's take a look at the top 19 best Magento extensions available today, including their standout features and common user reviews.  

    What Magento extensions are and how they work

    Unlike plug-n-play ecommerce platforms such as Shopify and BigCommerce, Magento does not come equipped with many pre-built solutions for marketing, sales, customer support, and inventory management. Fortunately, Magento and Magento 2 do offer a large number of downloadable extensions available on the Magento Marketplace. 

    These Magento extensions offer many powerful benefits, spanning from:

    Take a look at our list to improve the user experience on your online store and ultimately help you generate more sales.

    Best Magento extensions for marketing

    Creating effective marketing campaigns for your online products isn't always a straightforward task. 

    By providing a range of marketing capabilities and automating much of the campaign creation process, these Magento extensions for marketing can go a long way toward making your marketing efforts more profitable.

    1) Klaviyo

    Klaviyo is an email marketing solution that provides several convenient tools designed to improve the results of your email campaigns. The tool also makes the process of managing those campaigns more efficient. 

    With Klaviyo, you can look forward to tools such as automated email and SMS marketing flows, list segmentation tools, and a user-friendly dashboard that provides an abundance of helpful analytics and insights about your email marketing campaigns.

    Unique features

    • Includes a number of triggers such as cart abandonment triggers, price drop triggers, and back-in-stock triggers for automatically launching email flows
    • Provides a wide variety of customizable email templates
    • Powerful segmentation filters for segmenting your email and SMS lists

    What users think of this app

    • User-friendly and easy to set up
    • A wide selection of pre-built triggers to choose from
    • A capable email builder that makes it easy to create branded emails

    Use Gorgias? Take a look at how Klaviyo integrates with Gorgias. 

    2) Yotpo

    Yotpo is an ecommerce marketing platform that provides Magento store owners with unified, data-driven solutions for SMS marketing, loyalty and referrals, reviews, and more.

    With Yotpo, you can create custom loyalty programs, send high-converting text messages shoppers actually want to read, and collect authentic customer feedback — all in one place.

    Unique features

    • A library of SMS flows and campaign templates paired with powerful segmentation capabilities 
    • Enriched data across all Yotpo products, granular performance metrics, and customer-level insights
    • The ability to use SMS to send mobile-optimized review requests or notify loyal customers about their VIP status and reward points

    What users think of this app

    • Provides plenty of features for managing loyalty and referral programs
    • Useful segmentation and targeting features
    • Review request templates and flows lead to a boost in product reviews

    Use Gorgias? Take a look at how Yotpo integrates with Gorgias.

    3) Magento 2 Instagram Connect

    With roughly a billion monthly active users, Instagram is a social media platform that offers a wealth of marketing opportunities. 

    The Magento 2 Instagram Connect extension allows store owners to automatically sync products from their Magento store to their Instagram account and provides a number of other Instagram marketing tools and features such as CTA buttons for Instagram photos and an Instagram widget that lets you display your Instagram feed on your website.

    Unique features

    • Allows you to add a CTA button that appears when someone hovers over one of your Instagram photos
    • A performance report to showcase which photos are generating the most orders
    • The ability to fetch photos using hashtags from Instagram to your Magento 2 store

    What users think of this app

    • Great for improving the visual appeal of a Magento store
    • Plenty of customization options
    • Data from the performance report is very helpful for optimizing Instagram marketing campaigns

    4) MageWorx SEO Suite Ultimate

    Boosting organic traffic with great SEO is one of the most reliable long-term ecommerce marketing strategies. With MageWorx SEO Suite Ultimate, store owners are able to access numerous SEO tools and features, including XML & HTML sitemaps, automatic cross-linking, advanced rich snippets, layered navigation, and many more.

    Unique features

    • Built-in SEO reports allow you to detect and resolve SEO issues
    • Canonical URLs to eliminate duplicate content
    • Extended breadcrumbs provide enhanced on-site navigation

    What users think of this app

    • Product SEO templates are great for optimizing the metadata of product listings
    • Compatible with both Magento 2 Venia PWA theme and Hyva theme
    • Automatic redirects easily eliminate 404 errors

    📚 Recommended reading: Our guide to ecommerce SEO for beginners.

    Best Magento extensions for sales

    In 2020, ecommerce sales accounted for 14% of all retail sales, up 9.5% compared to 2011. If you would like to take a large bite out of this ever-growing ecommerce pie, here are three feature-rich Magento sales extensions worth checking out.

    5) CedCommerce HubSpot Integration

    CedCommerce HubSpot Integration is an app that allows you to sync your Magento store with HubSpot, providing tools such as marketing automation workflows, a camping ROI tracker, and abandoned cart recovery tools.

    Unique features

    • Syncs data between HubSpot and Magento in a single click
    • Sends out automated reminder emails to customers who have abandoned their cart
    • Provides a variety of automated marketing flows based on RFM segmentation

    What users think of this app

    • Saves time integrating customer data from a Magento store to Hubspot
    • Provides a convenient dashboard for managing marketing and sales from a single platform
    • Great list segmentation features

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    6) Magenest Zoho CRM Extension

    Zoho CRM is a CRM service designed to help ecommerce store owners store and segment customer data in order to better target their marketing campaigns and see upselling and cross-selling opportunities. 

    With Magenest Zoho CRM Extension, you can automatically sync data straight from your Magento store to your CRM, putting the capabilities of Zoho CRM at your fingertips without the need to spend hours syncing data manually.

    Unique features

    • Can automatically sync customer data, promotion data, product data, and more from Magento 2 stores to Zoho CRM in real time
    • Lets you control how often data syncs to avoid straining your server
    • Has a no-code setup experience thanks to the API-based connector 

    What users think of this app

    • Open source and customizable
    • Easy to set up and use
    • Great customer support

    7) Magediary Product Scheduler

    Magediary Product Scheduler is an extension that offers useful countdown timer widgets such as product launch timers and promotional timers. This extension also allows you to send automated email notifications to customers who subscribe for scheduled products.

    Unique features

    • Provides email notification templates for letting customers know about new product launches and promotions
    • Allows you to create both "coming soon" and "ends soon" countdown timers
    • Allows customers to sign up to be notified when a product is back in stock

    What users think of this app

    • Email notification templates and countdown timer widgets are both highly customizable
    • Countdown timers boost conversion rates during promotions
    • Responsive customer support

    Best Magento extensions for customer support

    According to data from Invesp, investing in new customers is between 5-25 times more expensive than retaining existing customers. By helping you provide exceptional customer support, these customer support Magento extensions will help you keep your retention rates as high as possible while at the same time minimizing your customer support team's workload.

    8) Gorgias

    Gorgias is a customer support platform that provides everything you need to improve the quality of your customer service while also reducing the burden of your customer support team. 

    With Gorgias, Magento store owners are able to access powerful tools and features such as live chat support, a centralized dashboard for support agents to work from, self-service options for reducing support ticket volume, and a wide range of Rules and Macros for automating tasks such as ticket generation and prioritization. If you are looking for an all-in-one solution to customer support, be sure to check out Gorgias today.

    Unique features

    • Fast-loading live chat widgets that won't slow down your website
    • Allows support agents to manage customer support tickets from a single, convenient dashboard
    • Capable of automating a wide variety of tedious customer support tasks

    What users think of this app

    • Automation features allow store owners to reduce the size of their customer support staff
    • Great for prioritizing customer inquiries to ensure that the most important inquiries receive the fastest possible response
    • Great for revenue generation from conversions and long-term loyalty

    9) Sparsh Technologies WhatsApp Chat

    With 1.6 billion users across the globe, WhatsApp is by far the most popular messaging app in the world today. The WhatsApp Chat extension by Sparsh Technologies allows Magento store owners to create a customizable plug-in that lets customers contact the store's support team via WhatsApp directly from the website. Best of all, this extension is completely free to download and use.

    Unique features

    • Admin is able to change the default WhatsApp mobile number and push message from backend
    • Customizable contact button
    • Free to download and use

    What users think of this app

    • Easy to set up and use
    • Store owners can enable and disable the plug-in with a single click
    • Plenty of customization options

    10) Amnesty FAQ and Product Questions

    One of the best ways to reduce your customer support ticket volume is to provide customers with plenty of resources for finding the answers to common issues on their own. With the Amnesty FAQ and Product Questions extension, you can easily create FAQ pages and product questions designed to provide customers the answers they need without them having to contact your customer support team.

    Unique features

    • FAQ pages are SEO-optimized
    • Built-in GDPR consent, reCaptcha, and Search Terms Report functionality
    • Social sharing buttons and product question ratings for encouraging audience involvement

    What users think of this app

    • Plenty of customization options
    • FAQ widgets and tabs provide customers with convenient access to self-service resources
    • Provides valuable insights about the questions that customers are asking most commonly

    Best Magento extensions for payment & security

    Making it as easy as possible for customers to pay for their purchases is a vital objective if you want to optimize the conversion rate of your ecommerce website. With Magento extensions for payment and security, you can provide your customers with convenient payment options while also ensuring that their sensitive financial data is kept secure.

    11) PowerSync mPower Subscriptions & Recurring Payments

    The mPower Subscription and Recurring Payments extension by PowerSync is a solution that makes it easy for Magento store owners to create a recurring revenue business model. 

    With this extension, you are able to create and manage subscriptions for your products and easily accept recurring payments from customers who sign up for a subscription.

    Unique features

    • Makes it easy to manage subscriptions from a single dashboard
    • Allows you to create custom billing frequencies
    • Automates subscription renewals and recurring charges

    What users think of this app

    • Unlimited customization options
    • Provides a simple checkout experience for both normal and recurring orders
    • Sends out helpful automated notifications to both customers and merchants

    12) Stripe Payments

    Stripe Payments is one of the most popular payment processing solutions for ecommerce store owners. 

    With Stripe Payments, merchants are able to provide customers with convenient and secure payment options that support almost every currency and payment method in existence today.

    Unique features

    • Supports 135+ currencies and payment methods
    • Provides checkout flows for optimizing the checkout experience on your website
    • Promises 99.99%+ uptime

    What users think of this app

    • Great for detecting and preventing fraudulent payments
    • Frequently updated with new features
    • Makes it easy to issue both virtual and physical gift cards

    {{lead-magnet-2}}

    📚 Recommended reading: Our guide to ecommerce payment processing.

    13) Aheadworks Smart One Step Checkout

    Streamlining the checkout process as much as possible is a vital goal for merchants that want to reduce their abandoned cart rate. With Smart One Step Checkout from Aheadworks, store owners are able to provide customers with an Amazon-like, one-click checkout experience by easily adding or removing predefined fields on the checkout page.

    Unique features

    • Allows you to track the conversion rate and performance of each checkout field
    • Makes it easy to edit every aspect of Magento's default checkout process
    • Supports a wide range of payment methods

    What users think of this app

    • Insightful built-in reports for highlighting checkout process bottlenecks
    • Also available for Magento 1 stores
    • Automated address suggestion further speeds up the checkout process

    Best Magento extensions for shipping & fulfillment

    According to data from eFulfillment Service, the average cost to fulfill an order for online retailers is 70% of the order value. 

    In order to keep your shipping and fulfillment costs as low as possible while also providing a great customer experience, it is essential to create an optimized shipping and fulfillment process, which is something that these Magento extensions for shipping and fulfillment are sure to help with.

    14) ShipStation

    ShipStation is an extension that provides a number of tools and features designed to help store owners streamline their order fulfillment process, including the ability to:

    • Import orders from multiple stores and channels
    • Perform bulk updates 
    • Automation processes for quickly processing and fulfilling orders
    • Compare rates across carriers and print shipping labels
    • Send customers automated shipping updates

    Unique features

    • Capable of connecting with multiple platforms/marketplaces
    • Makes it easy to set up shipping rules to automate your order fulfillment process
    • Offers an inventory management dashboard for viewing stock levels, allocating stock, and setting inventory alerts

    What users think of this app

    • Makes it easy to combine multiple orders into a single shipment
    • User-friendly and easy to set up
    • Automations make creating shipping rules far less time-consuming

    Use Gorgias? See how we integrate with ShipStation. 

    15) Amasty Pre Order

    Having products go out of stock is something that can often lead to lost business. With Amasty Pre Order, though, merchants can enable customers to easily pre-order products that are out-of-stock or products that have yet to be released.

    Unique features

    • Customizable pre-order buttons and notes
    • Module is read-compatible with GraphQL
    • Enables pre-order functionality for all types of products

    What users think of this app

    • Provides valuable insights on customer preferences and product demand for improved inventory management
    • Allows you to set discounts on pre-order products via rules
    • Fully-optimized for mobile devices

    Best Magento extensions for data & reporting

    Quality data is the fuel that powers successful ecommerce stores. With these Magento extensions for data and reporting, you can leverage a variety of tools for collecting and analyzing customer data, providing you with the insights you need to optimize the customer experience on your online store.

    16) WeltPixel Google Analytics Enhanced Ecommerce

    WeltPixel Google Analytics Enhanced Ecommerce is a solution that automatically syncs data from your Magento store to your Google Analytics account, allowing you to easily track and analyze an incredibly wide range of data regarding your customers and website visitors.

    Unique features

    • Google Ads conversion tracking
    • Provides data on product impressions and product clicks based on a variety of criteria
    • Tracks stock status, product review count, product review status, and much more

    What users think of this app

    • The free version of the extension includes an impressive offering of features
    • Full-page cache and varnish cache ready
    • Paid version includes one-minute installation GUI and one month of free support

    17) Mopinion Feedback Surveys

    Customer surveys are one of the most effective tools for gathering zero-party customer data. With Mopinion Feedback Surveys, you are able to embed customizable survey forms on your Magento website. Mopinion Feedback Surveys also allows you to create email surveys and app-based mobile surveys as well.

    Unique features

    • Allows you to integrate feedback forms into your email campaigns
    • Provides a variety of customizable feedback form templates
    • Easy-to-install SDKs for iOS and Android allow you to integrate feedback forms into your native mobile apps

    What users think of this app

    • Feedback form templates offer a broad range of customization options
    • Easy to set up and use
    • Lots of useful integrations

    Best Magento extensions for finance & accounting

    Keeping up with the finances and accounting for your ecommerce store can often be a complex and time-consuming process. Thankfully, these Magento extensions for finance and accounting provide plenty of helpful tools for keeping you organized and automating a lot of tedious accounting tasks.

    18) Magenest QuickBooks Online

    QuickBooks Online is arguably the most comprehensive ecommerce finance and accounting solution on the market today. 

    With the Magenest Quickbooks Online extension, you can automatically sync data from your Magento store to QuickBooks Online, making it easy for you to utilize QuickBooks' many tools and features for more accurate and efficient accounting.

    Unique features

    • Magento 2 data changes are automatically updated to QuickBooks Online
    • Allows you to map payment methods to deposit accounts
    • Syncs sales orders, invoices, credit memos, customer data, tax rates, and more from Magento 2 to QuickBooks Online

    What users think of this app

    • Allows you to connect multiple sales channels to a single account
    • Easy to set up and use
    • Provides the option to sync and edit data manually

    19) TaxJar Sales Tax Automation

    With sales tax rates differing from state to state, county to county, and city to city, keeping up with how much sales tax you owe for each purchase can quickly become dizzying. 

    TaxJar Sales Tax Automation, however, is able to automate the entire sales tax life cycle across multiple sales channels, including sales tax calculations, nexus tracking, and reporting/filing.

    Unique features

    • Automates sales tax compliance across 11,000 different jurisdictions
    • Automatically calculates and collects the appropriate sales tax amount at checkout
    • Address validation ensures that the correct sales tax amount is collected for the jurisdiction where the customer is located

    What users think of this app

    • Excellent customer support
    • Provides detailed and easy-to-understand sales tax reports
    • Allows you to automatically submit returns and remittance to each jurisdiction

    Activate better customer service for your Magento store with Gorgias

    From a powerful ticketing system and auto-responders to live chat and customer intent detection, Gorgias has what your Magento store needs to provide a top-notch customer experience. 

    Check out our Gorgias for Magento page to learn more about the best customer platform for ecommerce brands.

    Positive Scripting

    Positive Scripting in Customer Service: How To Do It Right

    By Ryan Baum
    13 min read.
    0 min read . By Ryan Baum

    Quick summary:

    • Positive scripting means using polite, pre-written responses to make customers feel acknowledged and taken care of
    • Benefits: less frustrated customers, better customer satisfaction, and faster first response times
    • Negatives: can make customer service teams sound overly friendly or robotic and may lead to slower resolution times when agents rely solely on scripts

    A great customer experience relies on much more than positivity and kindness — your customers expect personalization at scale, self-service options, and concrete benefits like free shipping. That said, using the right words is an important factor in customer conversations.

    Positive scripting is one practice that can help your customer service representative steer customer interactions toward desired outcomes (like upselling shoppers and bringing first-time customers back for a second purchase).

    However, over-relying script templates in customer support is a shortcut to unhelpful customer care interactions. Read on to learn how to make the most of positive scripting while also avoiding its pitfalls.

    {{lead-magnet-1}}

    What is positive scripting? (AKA positive phraseology)

    Positive scripting is the practice of creating canned responses for customer service interactions that use positive language to limit customer frustration and promote desired outcomes. 

    With positive scripting, brands can provide support reps with resources such as scripts and templates that they can use to help ensure positive customer interactions. These scripts and templates can also be used as training resources to provide reps with examples of constructive interactions and positive language.

    ‎Goals of positive scripting

    There are several goals that brands can accomplish with positive customer service scripts, including:

    • Promoting constructive customer service experiences that contribute to customer satisfaction
    • Alleviating customer frustration and de-escalating angry customers
    • Maintaining a consistent, positive brand voice
    • Speeding up response times to customer queries

    Where can positive scripting be used?

    Positive scripting can be used across numerous contact centers and customer support channels. 

    How to use positive scripting in customer service

    Like any customer support practice, positive scripting should be tweaked for each channel. 

    Call centers

    Providing support via a phone call requires reps to be quick on their feet, and this is where the practice of positive scripting first originated. 

    Providing call center scripts to your call center agents can go a long way toward helping agents stay positive and on-brand when there isn't much time for them to formulate a response.

    SMS support

    Agents have a little more time to think about their SMS responses, but not much. Customers contacting your support team via SMS still expect swift responses, and positive scripting can help ensure that your SMS responses are swift, positive, and on-brand.

    Live chat support

    Like SMS, live chat conversations tend to be fast-moving — and this is one of the primary reasons why many consumers list live chat as their preferred customer support channel. 

    With positive scripting and live chat tools like Gorgias live chat, you can provide fast, convenient, and helpful support via this advantageous channel.

    📚 Recommended reading: Find out how Gorgias customer Ohh Deer used Gorgias chat to generate $12,500 in revenue — per quarter.

    Email support

    Support reps can typically put a little more time and thought into their email responses. 

    Nevertheless, email templates with positive scripting can still help keep these responses positive and consistent while also enabling reps to respond to email queries more efficiently.

    Social media support

    Providing support via social media is a great way to meet your customers where they're most comfortable — and positive scripting helps keep these responses positive and on-brand. 

    This is especially important when responding to comments and posts that other potential customers are likely to see.

    Scripts and templates

    Scripts, templates, and automated responses should all be built using positive scripting. 

    If you use a helpdesk, chances are you can build a library of templates in the tool for agents to use during customer conversations. 

    For example, you can use Gorgias Macros to build positive templates and autoresponses. Unlike most templates, Gorgias Macros pull customer information from ecommerce platforms like Shopify and BigCommerce, as well as other ecommerce tools (like Klaviyo and ShipBob) to automatically personalize the response. 

    Use positive scripting in your helpdesk

    Even better? Thanks to automated Rules, Gorgias can automatically send these personalized templates to customers for basic interactions — like WISMO (where is my order), questions about shipping and return policies, and so on. 

    This way, your customer service team time saves time while still fostering a great, personalized customer experience.

    Customer support training programs

    You can use positive scripting to guide customer service training by using customer support scripts with positive language as examples of beneficial customer interactions. 

    This helps new team members get a feel for expectations regarding your company's voice and tone, which they can reflect in their individual customer interactions.

    Benefits of effective positive scripting

    When used correctly, positive scripting can improve the quality of a brand's customer support services in several key ways, including:

    Benefits of effective positive scripting (customer satisfaction, de-escalation, consistent brand voice, consistent processes)

    Enhance customer experiences to encourage repeat business

    Did you know that 54% of customers say they would stop purchasing from a brand after just a single bad experience? If you want to promote customer loyalty and repeat business, it's vital to provide positive experiences throughout every step of the customer journey. 

    Likewise, repeat customers generate 300% more revenue than first-time shoppers, according to our data from over 10,000 ecommerce brands. Repeat customers place repeat orders, place larger orders, refer friends to your store, leave product reviews, and more. 

    Repeat customers generate 300% more revenue than first-time customers.
    Gorgias

    While many different elements go into crafting positive customer experiences, facilitating friendly and welcoming customer interactions with positive scripting is one important step.

    Avoid or de-escalate angry customers

    Using positive words and language may not solve a customer's problem, but it can help ease their frustrations. Positive scripting is an effective way to de-escalate angry customers — and a great way to prevent customers from ever becoming angry in the first place.

    Become more consistent with customer communication and policies

    Your customer service agents don’t just need to be positive, they need to follow the same policies and procedures, especially for common customer interactions. Using scripting to guide 

    Of course, you can also specify which policies agents can bend, and when. For example, if repeat customers ask for an extension on refund eligibility, it’s probably in your best interest to permit the return rather than frustrate a repeat customer.

    📚Recommended reading: Our guide to creating a customer service policy that actually provides value. 

    Maintain a positive brand voice

    Positive scripting helps you maintain a consistent brand voice, but, just as importantly, it also helps you maintain a positive brand voice. By using positive scripting to guide your brand's messaging, you can carefully (and intentionally) design your language to encourage customer satisfaction and beneficial outcomes.

    Examples of positive scripting

    A majority of customer interactions can become more pleasant and productive with positive scripting. Here are some scenarios that would benefit from positive scripting:

    • Greeting: "Good [morning/afternoon/evening], thank you for choosing [Company Name]. How can I help you today?"
    • Apologizing: "I'm sorry to hear about the inconvenience you've faced. Let me look into this for you."
    • Offering assistance: "I'd be delighted to assist you with that" or "I'm here to make this right for you."
    • Expressing appreciation: "Thank you for bringing this to our attention" or "We appreciate your business and your feedback."
    • Providing assurance: "Rest assured, we'll resolve this for you" or "We'll do everything we can to make this a positive experience."
    • Suggesting solutions: "Let me find that information for you" or "May I suggest an alternative solution?"
    • Ending interactions: "Is there anything else I can assist you with today?" or "I hope you have a wonderful day."

    The pitfalls of positive scripting

    The biggest potential drawback of positive scripting is one that we've already touched on; customers who contact your call center or other customer support channel want to feel as though they are talking to a real human and not a robot regurgitating a script. 

    It's also vital to remember that customers are ultimately much more interested in resolving their problems quickly than in the language that your reps use. Many times, a simple message with the information they're looking for (such as a tracking number) will suffice with no flair or positivity required.

    Pitfalls of positive scripting.

    To prevent positive scripting from harming your customer interactions rather than improving them, here are a few other key mistakes and pitfalls to avoid:

    • Not giving support team members the freedom to deviate from their script or inject their own flair
    • Scripting entire customer interactions instead of just using scripts to save time on the most common, process-heavy elements
    • Focusing too much on positive language and too little on actually solving customer issues as quickly as possible
    • Writing scripts that sound too robotic or overly-friendly
    • Using vague empathy statements rather than training your agents to be genuine and sincere

    These are all serious mistakes to avoid if you want to make the most of positive scripting. When used appropriately, though, the benefits of this practice far outweigh its cons.

    How to use positive scripting for customer service: 7 best practices

    Positive scripting is a powerful tool for ecommerce brands to leverage, but it's important to use it correctly. Here are the seven best practices that you should employ to make the most of positive scripting (and avoid its pitfalls).

    1) Use scripts as a starting point, not for the entire interaction

    The scripts you give your support reps should be used for the most common, predictable part of customer interactions rather than mapping out the entire conversation. 

    For example, your agents might use a script to greet customers and share information about your shipping policy (in response to a question about shipping). But, the agent should be flexible enough to include unique information or handle follow-up questions that may not be so predictable.

    “I like to think of Macros as guidelines. When you open up a Macro, it's not 100% the right thing to say, because you have to match the customer’s tone and specific query. And it's up to the agent to understand that and adjust along the way — but Gorgias gives you the tools to do that.” 

    — Leeor Cohen, Founder and CEO at CreateCX

    If you require your agents to follow a script from start to finish, you risk sounding robotic and not providing agents with the flexibility they need to keep customers happy.

    2) Prepare positive responses for common situations

    Customers who cannot track their order, received the wrong item, or want to make a return are just a few examples of common situations where customers are sure to welcome a little friendliness and empathy — along with helpful information and clear next steps. 

    Using positive scripting to create responses to these common situations helps your brand handle these issues consistently and ensure that they are handled with care and positivity. 

    All you have to do is identify the questions that your support team receives most frequently and then load positive, brand-consistent responses into your helpdesk:

    Build a library of templates with positive scripting.

    While each brand varies, some of the most common situations include:

    • WISMO, or “where is my order?”
    • Questions about refund and returns policies
    • Questions about product availability
    • Product-related questions (sizing, compatibility, ingredients, etc.)

    3) Encourage customer support to enhance scripts with their own unique flair

    Customer service reps should be free to deviate from scripts when needed or inject them with their unique flair. Encouraging your reps to use scripts as a guide rather than a word-for-word requirement ensures that your brand doesn't script away its human touch.

    We love this example of an agent bending a policy and sparking up a delightful conversation:

    An example of a positive, delightful interaction with a customer.

    4) Use scripts for training representatives

    Along with using customer service scripts to guide customer interactions in the moment, you can also use them as resources for training your representatives. Once again, not everything that your agents say will be scripted, so ensuring they understand the principles behind positive scripting is just as important as providing the scripts themselves. 

    Using scripts to showcase what positive customer interactions look like will allow your agents to leverage positive language even when they aren't using a script. For example, you can use scripts to demonstrate mock customer service interactions and then dive into the specifics of why the scripted responses you've created work well for those situations.

    📚 Recommended reading: Our Director of Support’s guide to customer service training.

    5) Avoid sounding like a robot

    Several of the tips we've already covered are geared toward preventing support agents from sounding wooden or robotic, and this is an essential consideration when using positive scripting. 

    By using scripts to initiate an interaction rather than scripting the entire conversation, giving agents the freedom to add their own flair to the scripts, and adding personality to the scripts you create, you can avoid this common pitfall of positive scripting. 

    It's also vital for your reps to demonstrate genuine empathy throughout customer interactions to avoid sounding uncaring and robotic. This can't be easily scripted, making it important to ensure that your reps know how to adopt an empathetic tone and approach.

    📚 Recommended reading: The ultimate guide to offering personalized customer service at scale. 

    6) Nail the greeting

    Your agent's initial greeting to a customer sets the tone for the rest of the interaction. It's also one of the easiest parts of customer interactions to script since the initial greeting will largely remain the same regardless of the customer's specific issue or sentiment. 

    Stating the company name and the agent's name, asking the customer's name, telling them good morning/good afternoon, and assuring them that you are happy to assist them are all great elements to consider including in your greeting script.

    7) Test, iterate, and refine to perfect your customer service interactions

    Like almost every aspect of ecommerce, positive scripting in customer service is something you can continually improve with proper testing. CSAT surveys are one excellent way to gather customer feedback following a customer support interaction. You can use the feedback you gather from these surveys to fine-tune your customer support scripts. 

    For instance, if many customers complain that your reps sound unempathetic or robotic, you may want to revisit the language of your scripts or encourage your agents to inject more of their own personalities. Throughout testing and refining your scripts, keep in mind that script building should be a collaborative experiment, with customer service teams working alongside reps and using data from past customer service interactions to guide the process.

    Offer positive, fast, and helpful customer service with Gorgias

    Positive scripting is one effective way to improve the quality of your brand's customer support and encourage more positive customer experiences. However, it's also just one small element of high-quality, revenue-generating customer support

    If you would like to offer the type of fast, positive, and helpful customer service that will set your brand apart from the competition, it's important to use the right customer support tools.

    With Gorgias' industry-leading customer support platform, you'll be able to leverage a range of advanced customer support tools and capabilities — all designed to boost customer satisfaction by improving both the speed and helpfulness of your support services. 

    To get started offering positive, fast, and helpful customer support via the best ecommerce customer support platform on the market, be sure to sign up for Gorgias today!

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    Webinar Jaxxon

    [Webinar Recap]: How Jaxxon Prepares for Peak Season to Optimize CX and Maximize Revenue

    By Ilke Akcasoy
    5 min read.
    0 min read . By Ilke Akcasoy

    Maximizing peak season sales isn’t only about driving customers to your website. If website visitors people encounter a slow, unhelpful, or lackluster customer experience, they’ll click away before buying — flushing away all your marketing efforts and dollars.

    In a recent webinar, Caela Castillo, Director of Customer Experience at luxury men’s jewelry brand Jaxxon, shared Jaxxon’s strategies for optimizing customer experience to maximize revenue during peak season. 

    We’ll start with some of the most concrete strategies Jaxxon leverages, and wrap up with some bigger-picture insights on how Caela manages the team. 

    You can also hear Caela share these tips herself by watching the webinar here.

    How Jaxxon manages ticket spikes during peak season

    Last year, Jaxxon had what Caela describes as a very successful but challenging peak season, when customer support tickets skyrocketed to three times normal levels. As a result, Jaxxon has stepped up its approach to optimizing customer support for efficiency and self-service during the 2022 peak season.

    Here are the tactics and tools Jaxxons used to manage ticket spikes this year:

    Provide self-service answers to FAQ in live chat

    Jaxxon uses Gorgias Quick Response Flows to answer frequently asked questions during peak season. Caela and her team customize the questions and answers so that customers can get an instant response to common queries.

    image
    Jaxxon
    “We really noticed that adding automated self-service with Gorgias took part of the load off us. A lot of customers’ questions are answered by self-service, so then they’re happy and we don’t have to do anything further with those tickets,” Caela says. 

    Automating these responses has two-fold benefits:

    1. Customers get instant answers to questions — no wait time required
    2. Agents actually have time for conversations that need a human touch

    “If the customer has additional questions, then our agents have the time to have an authentic conversation with them, and give them a really great experience.”

    Regularly review tickets to monitor performance and spot emerging issues

    Caela regularly reviews recent customer conversations to monitor individual agent performance and identify areas for improvement or lessons learned. Using Gorgias tags — automatically applied to customer tickets for categorization and filtering — Caela can also get a sense for the most common customer questions and issues.

    “If we're noticing a trend with a certain issue, then we want to solve it right away rather than figure it out weeks from now when it’s a bigger issue,” Caela explains. “So we don't want to only review tickets once a month. We want to do it in real time.”

    The real opportunity for peak seasons is turning first-time customers into repeat shoppers

    Jaxxon realizes that any peak season is a starting line, not a finish line. Providing an awesome first customer experience doesn’t just net a sale. It nurtures longterm relationships and turns happy customers into loyal brand advocates.

    “We want to make sure that first shopping experience is really great — everything from the customer support to the shipping to the box it arrives in — so they want to come back and buy again. We listen to our customer reviews and we really want to help people have a great experience.”

    Jaxxon invests in ongoing training and support to ensure its customer service agents have the knowledge, skills, and tools they need to do their job confidently and effectively.

    “Sometimes customers are a little hesitant about buying something as expensive as solid gold online. And our agents can explain to them the difference between our products, or suggest an upgrade, or say, hey, would you like this bracelet to go with the Cuban link chain you bought last time?” says Caela. 

    “For our agents to be able to upsell and cross-sell like that is super important for us — and it works.”

    Quick Response Flows help Jaxxon open the door to some of these conversions. Providing quick, helpful answers about product restocks, sizing, shipping and more, lays a positive foundation that human agents can easily build on.

    How Jaxxon sustains the team during peak seasons

    One of the biggest challenges during any peak season is thinking ahead so that your team — not just your customers — succeed.

    Plan ahead when it comes to coverage

    First off, make sure you have enough customer service agents in place to cope with soaring demand. Jaxxon has increased its customer support team for this year’s peak season. 

    Caela uses a zoning plan to stagger agents’ shifts across different time zones and locations, so there is always enough coverage for Jaxxon’s 24/7 customer support. She adapts this as peak season unfolds to meet shifting demand.

    “Having open communication is essential. We always say there are no stupid questions. We’re here to help each other. Even though we work remotely, we're still able to communicate really well and work as a team.

    Once the team is in place, get them ready. “Training your team is really important, and making sure they have the resources and support they need,” Caela says.

    📚 Related reading: How to stand out during Black Friday with 18 marketing strategies

    Maintain staff morale during crunch time

    “Keeping morale high is so important for peak season, because it’s a busy time in life, not just at work,” Caela says. This is a unique situation in ecommerce — did anyone else have a turkey in the oven while answering support tickets during BFCM?

    “Everyone gets stressed; sometimes people get sick. It's hard to sustain motivation sometimes. So we want to make sure everyone's really taken care of and set up for success. And we try to make it fun for the team.” 

    A culture of mutual support among the Jaxxon customer service team is reinforced by team-based incentives to win gift cards, jewelry and more when certain targets are met.

    “A positive attitude goes a long way to keeping people motivated. You get so much farther if you're kind and positive. And I’m very big on looking at difficult situations as learning experiences. And if someone is struggling, other team members will help them so we all rise together.” 

    📚 Related reading: How Jaxxon offers motivates agents with rotating customer support incentives.

    Lean on tools and systems to manage high demand

    Having the right systems in place to manage customer support more efficiently is important at any time of year. But it has the biggest impact during peak periods when demand balloons. 

    “You have to prepare for the worst, in terms of very high demand. Things just get crazier as peak season progresses! So make sure to have your self-service and automation set up and ready to go,” says Caela. “After last year’s challenges, we've made sure to have stronger systems in place this year.”

    Jaxxon now uses Gorgias to manage all customer conversations. This helps the team work more efficiently in several ways:

    • Seeing all customer conversations across different channels in one place, to avoid tab-shuffling and duplicated responses
    • Filtering and sorting tickets, for easier prioritization
    • Deflecting some questions to automated self-service, to free up customer service agents’ time for more complex customer conversations
    • Bringing together all of a customer’s information, to enable more personalized service

    Implementing self-service chat has cut Jaxxon’s live chat volume by 17%, yet increased conversions by 6%. Meanwhile, revenue generated by chat has shot up by an impressive 46%. The overall impact has been positive for customer experience and Jaxxon’s bottom line.

    Read more about how Jaxxon uses Gorgias to speed up response times without sacrificing the quality of customer service.

    Customer experience is vital to maximize peak season sales

    By assembling a larger, well-trained customer service team and putting the right tools in place, Jaxxon is poised to continue delivering high-quality customer service this peak season — even when ticket volumes triple. Caela and her team are excited to dive into the peak season. With Gorgias by their side, they are ready to ride out whatever challenges come their way.

    To hear the full story of Caela’s tips, lessons learned, and Jaxxon’s preparations for peak seasons, watch the webinar replay.

    Growing At Gorgias

    Growing At Gorgias: Interview with Yohan Loyer (Strategic Partner Manager EMEA)

    By Vladislava Genova
    5 min read.
    0 min read . By Vladislava Genova

    Yohan Loyer started his job at Gorgias as the first Customer Success Manager for Europe. His current position is EMEA Partner Manager, with the goal of growing Gorgias’ presence in Europe, the Middle East, and Africa (EMEA). The role boils down to building meaningful relationships and being a reliable, trustworthy partner for our agency partners. 

    In this interview, Yohan tells his story and we learn more about his internal career development and the environment Gorgias provided to nurture it accordingly.

    1) What is your role at Gorgias right now and how do you find it?

    My role is to help our ecommerce agency partners:

    • Understand the value of Gorgias
    • Keep Gorgias top of mind when recommending customer service solutions to their customers
    • Identify customers that are a good fit for Gorgias

    As a social person who likes to interact with other people and has hands-on experience working with Gorgias customers, this role is a great fit for me. There really is no chance to be bored in Partnerships!

    2) What did you do before Gorgias? What is your educational and professional background?

    I did my undergraduate degree in international business in New York, where I got a scholarship to play for my university’s soccer team. Then, I did my master's in Business Consulting and Information Systems Management in France. 

    Right after university, I worked as an IT consultant and then moved to Salesforce as part of the EMEA customer success team in Dublin. I worked as a Customer Success Manager (CSM) for 3.5 years, when my main focus was helping the company’s customers get the most out of the Salesforce platform and resources.

    Apart from that, I have always been passionate about new technologies and how they impact the world, so continuing to work in tech and ecommerce at Gorgias is not a coincidence.

    3) How did you find out about Gorgias and what made you apply to work here?

    I was looking for a role in a fast-growing company in the ecommerce space with an innovative product, strong company culture, and competitive package. I did some research online and found out about Gorgias on an ecommerce blog, if I remember correctly. 


    Gorgias had everything I was looking for. They were also hiring for their first Customer Success Manager in Europe at that time, so it was perfect timing for me to apply!

    4) What are the roles you had at Gorgias and how did they change over time?

    I was initially recruited as the first Customer Success Manager (CSM) in Europe. We already had one Onboarding Manager in Europe when I joined (Emna Charfi, who is now the manager of our Customer Success team). 

    She was already working as a CSM with some customers (on top of her main role as Onboarding Manager). Even after I joined as the first full-time CSM in Europe, she continued as the CSM for some of our largest customers while I onboarded. 

    After a few months, I took over as the Customer Success Manager for our largest European customers for about 1.5 years, before transitioning to the Partnerships team last July.

    I worked closely with Louis Lavedan from the Partnership team when I was a CSM, so I got to see what Partnerships was like. When he moved to San Fransico, taking over his role as Partner Manager for EMEA seemed like a logical next step.

    5) What training and resources did Gorgias provide to help you in your new roles? 

    The Gorgias team has always been super helpful and available with me and new team members in general. 

    Learning directly from colleagues has definitely been one of the highlights of my onboarding and overall experience with Gorgias. Whether it is answering questions on Slack, sharing screens, recording Loom videos, or jumping on a quick call, there is always a Gorgian ready to help!

    6) How did your manager (or others at Gorgias) help you upskill and grow yourself?

    The two managers I worked with both have hands-on experience with Gorgias customers and partners, and a genuine desire to be helpful and see their team members grow. They are always reliable and helpful when needed, which builds trust and promotes a culture of feedback and transparency. 

    Gorgias as a company is obsessed with scaling and automating processes, and my managers have definitely lived up to those values and helped me become more efficient and see the big picture when working on projects.

    At Gorgias, we are also lucky to have a best-in-class product and grow at a very rapid rate, which comes with a lot of super interesting challenges and opportunities. The company has a really unique positioning with an obsession for customer satisfaction, which all contribute to a great environment to work in.

    7) How can you connect your experience with Gorgias's core values?

    My experience at Gorgias so far has been very much aligned with our core values, especially “Customer first”, and “Maximize your impact”. 

    We live and breathe for customers, automate time-consuming tasks, share best practices with the rest of the team, and try out new tools and processes — all with the end goal of providing a better product and experience to merchants who use Gorgias. 

    Our managers highlight Gorgians who are living up to our core values weekly on our Slack channels, so we get to see first-hand all the great things our team does in accordance with our values.

    8) What is your favorite thing about working at Gorgias?

    As someone who worked closely with customers for all of my career, I think that my favorite thing at Gorgias is our huge focus on customer experience and satisfaction. Making our customers happy and successful, independent of their size, is our target and biggest investment as a company.

    Whether it is reviewing our processes to make sure they benefit our customers, going the extra mile when helping our customers out, finding workarounds, prioritizing product features, or letting our customers get on a call with our highly available success and support teams, we are always doing things with our customers’ interest in mind.

    9) If there is one thing you would like to change about the company, what would it be?

    I guess it would maybe be the name of the company (haha). Simply because it’s hard to pronounce. Also, people don’t read or hear “Gorgias” for the first time and instantly know what we do. 

    10) What's next for you at Gorgias (and how is Gorgias helping you get there)?

    As I started my new role as EMEA Partner Manager recently, my focus is becoming a great Partner Manager, first and foremost. 

    We have a pretty good presence and network in Europe, but it’s still in the early stages compared to the US. I am learning and getting a lot of help from our US team who built a very strong market presence and brand in the US, and I am super excited to help develop the Gorgias brand and customer base in Europe, the Middle East, and Africa!

    Interested in joining Yohan and the rest of Gorgias team? Check out our jobs page to learn more about our benefits, interview process, and open roles.

    Ecommerce Tech Stack

    A User-Friendly Guide to Ecommerce Tech Stacks

    By Ryan Baum
    24 min read.
    0 min read . By Ryan Baum

    Today, a wide range of software solutions exist to help ecommerce business owners better manage every aspect of their online store. However, creating the ideal technology stack for an ecommerce store is often easier said than done. To help you put together a tech stack that’s best suited for your unique business needs, we’ll review some of the top ecommerce tools on the market today, grouped by category. 

    First, we’ll walk through what you need to know about building a powerful, easy to use ecommerce tech stack — without breaking the bank. 

    What is an ecommerce tech stack? 

    An ecommerce tech stack is the collection of digital tools, software applications, and platforms that an online store owner uses to run their business. These tools work together to optimize day-to-day tasks — across sales, marketing, customer service, order fulfillment and returns, payment processing, and other key areas — and reveal customer insights that can fuel growth.

    If you’re curious about an ecommerce brands’ tech stack, try searching on builtwith.com, which scans the back-end of any website to see what technology it uses.

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    Factors to consider as you build your ecommerce technology stack 

    Today, ecommerce store owners have a broad range of solutions to choose from when it comes time to build their ecommerce tech stack. However, an abundance of options can also make selecting the best solutions a challenge. Here are the most important factors to consider: 

    How to build an ecommerce tech stack: Look at cost, compatibility, ease of use, and customer support.

    Cost

    An ecommerce tech stack can consist of anywhere from 3-5 core tools to more than 20, depending on the size of your operations and how you approach the process. It’s vital to set a budget and keep it in mind as you weigh different solutions and plan tiers. If possible, balance it against the return on investment (ROI) for the particular tool or feature set (more on that later). 

    Compatibility

    Ideally, you’ll create a digital ecosystem of tools that integrate seamlessly and transfer data quickly and reliably. The ecommerce tools you consider should allow you to combine the features of multiple solutions, either through direct integrations or third-party integration tools. 

    Ease of use

    While all ecommerce solutions come with some degree of a learning curve, it's a good idea to prioritize user-friendly tools that are easy to install, set up, and use. Look for a knowledge base with tutorials and FAQs; expert-led training options can also help.

    Customer support

    Make sure the support solution aligns with your business hours and the channels you prefer, like email, phone, or live chat. Choosing a solution that’s backed by excellent customer support means you’ll have a reliable source of assistance if or when issues arise. 

    Determining the order of tool additions 

    Building the right tech stack, complete with all the tools and features your store could possibly need, doesn’t happen overnight. It’s best to focus on testing and approving the tools you truly need for your day-to-day operations. That way, you know that any other software or hardware you’re considering should integrate nicely with your must-have tools. 

    For starters, an online store hosting platform will be the cornerstone of your ecommerce tech stack. From there, it’s up to you to decide which tools you add next. 

    We’ve seen that many ecommerce store owners choose to prioritize their sales and marketing tools — after all, many of the other solutions on our list won't offer much value if your online storefront isn't attracting customers or ready to manage payments. Big picture solutions or add-ons, like the top tier of a user analytics tool or premium page themes, can come later on. 

    Ensuring compatibility between tools 

    When it comes to building the best possible ecommerce tech stack, integrations are key. Choosing apps that sync with one another allows information to flow seamlessly between them, cutting down on manual labor and user error and letting you get the most out of your stack. 

    Most software platforms have an integrations or apps page where they list their official integrations. For instance, the Gorgias Apps page has a categorized, searchable database of the 80+ apps that integrate with its platform. For apps that don’t directly integrate, a tool like Zapier lets you easily set up workflows between them and doesn’t require much tech expertise to use. 

    Look for integrations when choosing your ecommerce tools.

    An email marketing platform that connects with your order fulfillment platform, for example, can enable you to send automated order tracking updates to your customers personalized with their name. A customer service solution that integrates with your social media marketing solution, meanwhile, can allow you to turn your social media channels into customer service channels.

    A connected ecosystem provides far more value and functionality in the long run. By looking for compatibility between tools ahead of time, you can build an ecommerce tech stack that’s much more than the sum of its parts. 

    Balancing your tech stack budget against potential ROI

    Fortunately, the money you invest into building tech stack doesn’t disappear into thin air — it will offer real value and unlock revenue opportunities. As you consider the cost of different tools, it’s a good idea to weigh it against the potential ROI of each tool. 

    At a high level, you can determine the potential ROI of each tool by weighing the expenses for a given time period — such as monthly subscription costs, licensing fees, additional users, and training or setup fees — against the potential gains. It can be tough to put the positive value of using a new tool into figures, however, consider gains like increased sales or reduced labor costs to start. 

    We recommend creating an optimistic estimate (lowest cost and highest return) and pessimistic estimate (highest cost and lowest return) to get closer to an accurate number. For example, if your optimistic estimate suggests that an email marketing tool will increase your store's cash flow by 10%, then you could factor this estimated ROI into how much of your budget is allotted for this tool.

    Ecommerce store hosting platforms

    The first solution that you will need to choose before you can get your ecommerce store up and running is a hosting platform. Hosting platforms allow you to build a custom ecommerce website — regardless of your coding experience — using simple drag-and-drop commands. 

    Plug-n-play hosting platforms also offer services such as website hosting, website security, and payment processing on your behalf. If you would like to get started building your own ecommerce store using an ecommerce store hosting platform, here are the top platforms to consider:

    Shopify

    Arguably the most recognizable ecommerce store hosting platform, Shopify has certainly earned its reputation as a go-to choice for e-commerce sites. With Shopify, business owners are able to create attractive online stores in a matter of minutes by choosing from a broad variety of starting templates, then adding additional design elements and features from Shopify's ever-expanding library. 

    Business owners can also integrate thousands of additional features into their online store by making use of the Shopify App Store — a store that sells thousands of third-party apps designed to integrate with Shopify websites.

    Pros

    • Mobile-ready
    • Choose from thousands of third-party app integrations on the Shopify App Store

    Unique features

    • Integrated payment processing
    • 24/7 live customer support

    Check out Shopify’s integration with Gorgias.

    BigCommerce

    Like Shopify, BigCommerce is a web development solution that allows ecommerce business owners to create their own online stores within a no-code environment before offering a full suite of web hosting services that includes site security and payment processing. 

    With that said, there are a few features that set BigCommerce and Shopify apart. For one, BigCommerce offers a long list of built-in sales features that don't require any additional installation, ensuring that you are ready to start moving products the moment your store goes live. Another nice feature of BigCommerce is that BigCommerce does not charge any transaction fees regardless of the plan that you choose.

    Pros

    • The ability to add an unlimited number of product variants
    • Designed for scalability

    Unique features

    • Wide range of built-in sales features
    • No transaction fees on any plan

    Check out BigCommerce’s integration with Gorgias.

    Magento

    Magento differs from Shopify and BigCommerce in the fact that it is an open-source platform that is free to download and use. In order to build a website using Magento, though, you are going to need a certain degree of coding experience. The tradeoff for this steeper learning curve is that Magento allows you to build sites that are much more customized than what you could build using Shopify or BigCommerce. Magento also offers hosting services and a broad range of third-party integrations that can be purchased as add-ons.

    Pros

    • Unlimited customization options providing you know how to code
    • Comprehensive answers to just about any question can be found on the Magento Forum

    Unique features

    • Detailed analytics and reporting
    • Enhanced product browsing (i.e. the ability for customers to zoom in on product images, the ability to display stock availability, and the ability to display multiple pricing tiers)

    Check out Magento’s integration with Gorgias.

    Ecommerce marketing tools

    According to data from The Drum, the total amount of money spent on digital ads increased 41% in the first half of 2021. If you want to keep up with econnerce industry competition that is increasingly spending more on advertising, it is essential to develop the right marketing strategy for your online store — and a big part of creating an effective marketing strategy is choosing the right ecommerce marketing tools. 

    From providing insights about your visitors, to helping you conduct keyword research, to helping you manage your email and PPC campaigns, there are a lot of capabilities that come with developing the right ecommerce marketing tool tech stack.

    Klaviyo

    Klaviyo is a SaaS solution that automates the process of creating and managing email and SMS campaigns. With Klaviyo, you start out with pre-built campaign workflows that you can customize into your own email or SMS campaigns. From there, Klaviyo allows you to create automated triggers and segmented lists for your campaigns that will completely automate the process of sending the right messages to the right customers at the right times.

    Pros

    • An incredibly wide range of pre-built email workflows to choose from
    • A convenient analytics dashboard that displays key campaign data

    Unique features

    • Multiple automation triggers such as cart abandonment, price drop, back-in-stock, and more
    • A large library of integrations to pull data from other ecommerce tools and platforms into Klaviyo

    Check out Klaviyo’s integrations here. 

    Postscript

    Postscript is a tool that integrates with Shopify stores in order to provide store owners with the ability to create and manage SMS marketing campaigns from one centralized dashboard. 

    Given that SMS messages have a 98% open rate according to data from TechJury, SMS can be a powerful medium to manage, and Postscript provides all of the tools you need to develop and oversee effective SMS marketing campaigns: detailed reporting, tools for growing and managing your SMS subscriber list, and beyond.

    Pros

    • Create up to 65 different automation triggers
    • Segment your subscribers using 40 segmentation filters, including historical Shopify data, SMS activity, data from app integrations, area codes, and more

    Unique features

    • Create multiple "text-to-join" keywords
    • Create QR codes that can be used to opt-in to your subscriber list

    Check out Postscript’s integrations here. 

    Google Analytics

    Google Analytics is a free analytics service offered by Google that is designed to provide real-time insights regarding how users find and use your website. With Google Analytics, you can see where your traffic is coming from, the pages that they visit, how much time they spend on each page, detailed demographics of your website visitors, and beyond. This detailed customer data helps you optimize your online store and marketing campaigns alike. 

    Google Analytics can also connect with any ecommerce platform and offers an incredibly wide range of other integrations as well.

    Pros

    • Excellent data visualization features
    • Create custom data reports

    Unique features

    • Perform keyword research using Google Analytics's Search Console
    • Segment your website visitors and leads for more personalized and targeted campaigns

    Learn how to set up and integrate with Google Analytics here. 

    Canva

    Canve is a simple, powerful design platform where anyone can design marketing assets for their website, social media, and more. While most designers prefer more powerful design tools, Canva’s extensive template library and simple drag-and-drop editing features make it the perfect choice for small business owners and single-person marketing teams. 

    Pros

    • Easy to use, regardless of technical or design skills
    • Great free model

    Unique features

    • A large template library with pre-sized images for Instagram stories, Facebook banners, and so much more
    • Great collaboration features to help facilitate brainstorming and feedback 

    Ecommerce social media management

    With billions of engaged users all over the globe, social media platforms such as Facebook, Instagram, and Twitter are ripe with marketing opportunities. In addition to solutions for marketing to your social media audience, ecommerce social media management tools can also provide benefits such as automating the process of managing your social profiles and enabling you to turn your social media profiles into customer service channels. 

    Sprout Social 

    Sprout Social is an all-in-one social media management tool that offers features like social listening tools for gleaning key insights from your social media audiences, automation tools for automatically scheduling and publishing posts, a centralized inbox for responding to comments and direct messages across multiple platforms, and rich analytics for gauging the results of your social media efforts. If you're looking for a single solution to empower your store's social media strategy, Sprout Social is a wonderful option to consider.  

    Pros

    • Offers a variety of powerful tools and features in a single solution 
    • Intuitive and easy to use 

    Unique features 

    • Social listening tools automatically track and extract key insights from social conversations about your brand 
    • Publishing and scheduling tools enable you to schedule posts for automatic publishing across all major social media platforms 

    Check out Sprout Social’s integrations here. 

    Gorgias

    Gorgias's comprehensive customer service platform offers powerful social media management features such as the ability to respond to direct messages, comments, and mentions across platforms from a single dashboard, track sales generated by individual support agents via social media app, and create macros that streamline your day-to-day social media interactions. 

    Pros

    • Powerful, user-friendly social media features and integrations built specifically for online stores
    • Offers a broad range of customer support tools to make Instagram, Facebook, and more part of a stellar customer experience

    Unique features 

    • A centralized, user-friendly dashboard for managing social interactions across platforms 
    • Customizable rules and macros powered by customer sentiment detection

    Check out all of Gorgias’s integrations here. 

    Recart 

    With over 146 million active users in the United States alone, Facebook Messenger is one of the most popular messaging platforms in existence. With Recart, ecommerce store owners are able to take advantage of this app's popularity by creating automated Facebook Messenger marketing campaigns. Recart also offers tools for helping you grow your Facebook Messenger subscriber list, as well as SMS marketing and list-building features.  

    Recart offers great marketing and cart abandonment features.
    Source: Recart

    Pros

    • Makes it incredibly easy to build opt-in popups and automated marketing flows 
    • Offers a range of useful Facebook Messenger marketing campaign templates 

    Unique features 

    • Enables you to create cart abandonment reminders, welcome series, sales promotions, and a range of other automated Facebook Messenger campaigns 
    • Provides customizable, fast-loading opt-in popups for growing your subscriber lists 

    Check out Recart's integrations here.

    Ecommerce customer relationship management (CRM) tools

    Creating an optimized customer experience is a vital goal for all types of retailers, and ecommerce stores are certainly no exception. With ecommerce CRM tools, you can ensure that you are managing your all-important customer relationships in a way that is well-organized and largely automated, freeing you up to focus on other important tasks.

    Attentive

    Attentive is an SMS and email marketing solution designed to help store owners scale their subscriber lists and engage with those lists in a more personalized manner via enhanced segmentation and targeting. If you would like an all-in-one solution to SMS and email marketing, Attentive can offer everything you need to start building your subscriber lists and generating impactful campaigns.

    Pros

    • Makes it easy to ensure compliance with SMS and email marketing regulations
    • Strategic guidance and resources designed to help store owners optimize their SMS and email campaigns

    Unique features

    • A design editor that allows you to easily create various sign-up units for your website, social media platforms, emails, and product packaging/in-person marketing initiatives
    • Build custom integrations using Attentive's Public APIs and developer resources

    Check out Attentive’s integrations here. 

    Ecommerce sales tools

    Ecommerce technologies designed to help you optimize your store's conversion rate and grow its sales can be highly beneficial. Ecommerce sales tools are able to provide a number of capabilities, such as helping you create the ideal sales funnel for your site, helping your sales staff perform customer outreach, and providing you with a wealth of customer data that you can leverage to boost your website's sales.

    Certainly

    With Certainly, ecommerce store owners can create AI assistants that will guide their site's visitors to recommended products, walk customers through the checkout process, present customers with upsell opportunities, assist with returns, and more. These AI assistants also gather loads of valuable data during their conversations with customers that you can use to optimize the customer experience on your site.

    Pros

    • Create AI-assistant-guided sales funnels for your site
    • Access much more detailed customer data that is acquired via customer conversations with your AI assistants

    Unique features

    • Certainly Webhook Builder allows you to completely customize your AI assistants
    • A wide range of pre-made templates to speed up your time to market

    Check out Certainly’s integrations here. 

    EasyCall

    Even in today's digital age, contacting customers by phone remains a lucrative sales strategy. With EasyCall, sales teams are able to manage every aspect of phone-based customer outreach from a single centralized dashboard. EasyCall also makes it easy for customers to get in touch with you by making it simple for you to create a business phone number and web-based call center.

    Pros

    • EasyCall can easily integrate with almost any CRM tool
    • An intuitive call center tool allows for effortless collaboration between your sales and customer support teams

    Unique features

    • Create a web-based call center without the need to purchase any hardware
    • Make international calls without paying international calling fees

    Check out EasyCall’s integrations here. 

    Ecommerce automation tools

    Automating time-consuming tasks such as managing email marketing campaigns or building new features into your website can free you and your team up to focus on other responsibilities. If you would like to leverage the power of automation on your website, here are two great automation e-commerce solutions to consider.

    Alloy 

    Alloy is a no-code automation solution for ecommerce stores that allows you to create triggers and automated flows with ease. Alloy is designed to integrate with a wide range of ecommerce tools and platforms so your system is ready to go when a specific event occurs within your store or one of the apps that you rely on, like a sale, customer message, page view, and more.

    Pros

    • Plenty of customizable triggers, conditions, and executable actions to select from 
    • Capable of integrating with over 100 different ecommerce tools and platforms 

    Unique features 

    • Offers a variety of pre-built workflows in addition to the ability to create your own, customized workflows 
    • Centralizes data from multiple applications and customer touchpoints 

    Check out Alloy's integration with Gorgias

    Omnisend 

    Omnisend is a tool that allows ecommerce store owners to create automated SMS and email marketing campaigns. In addition to templates to help get you started, Omnisdend also offers precision targeting and list segmentation tools, customizable triggers for launching automated campaigns, and in-depth reporting on the results that your SMS and email campaigns generate.

    Pros

    • Easy to set up and use 
    • Affordable pricing plans with a completely free plan that offers up to 500 emails per month 

    Unique features 

    • A broad range of customizable email and SMS templates to choose from 
    • Automated list segmenting automatically divides your subscriber lists into targeted list segments 

    Check out Omnisend's integration with Gorgias. 

    Mesa

    Mesa offers a wide range of automation solutions, including automating customer returns, order tracking, creating customer support tickets, and beyond. With Mesa's large library of pre-built automation workflows and its no-code workflow editor, you can build and customize just about any automation you can imagine — regardless of your coding experience.

    Pros

    • Makes it easy to build customized automations using only drag-and-drop commands
    • A well-regarded support team for helping you make the most of Mesa's many features

    Unique features

    • A no-code workflow editor that allows you to customize Mesa's pre-built automations or create your own automation from scratch
    • A vast selection of pre-built automation workflows

    Check out Mesa’s integration page here. 

    Ecommerce shopping cart tools

    Once you successfully direct a customer to the checkout page of your online shop, the battle is still far from over. In fact, the average cart abandonment rate across all industries is right at 70% according to data from Baymard Institute. Thankfully, utilizing the right ecommerce shopping cart tools can help you optimize your customers' checkout experience and keep your cart abandonment rate as low as possible.

    Shopaccino

    One-part shopping cart tool, one-part plug-n-play ecommerce platform, Shopaccino allows you to turn any website into an ecommerce store by providing features such as payment processing, campaign tracking, inventory management, and more. If you are looking for an all-in-one solution for creating and managing your online shop but would rather use your existing website, then Shopaccino is a great option to consider.

    Pros

    • Provides the ability to turn any existing website into a fully functional ecommerce store
    • Provides APIs for connecting any ERP, accounting system, or other software solution

    Unique features

    • A large selection of free responsive themes to help you get started building your online store
    • Automatically or manually generate coupon discount codes

    Check out Shopaccino’s integrations here. 

    Ecwid

    Ecwid is a tool that makes it easy to add products and a checkout page to any website or social media profile. Like Shopaccino, Ecwid can be used to turn your existing website into a fully operational online store. Ecwid also makes it easy to sell across multiple sales channels and platforms, including in-person, on your website, or on your social media profiles.

    Pros

    • Easily add products and a checkout page to any existing website or social media profile
    • Completely free to use

    Unique features

    • In addition to turning any website or social media profile into a point-of-sale, Ecwid also allows you to easily process and manage in-person sales and accept credit/debit card payments on the go or at your brick-and-mortar location
    • Provides automated marketing features such as automated abandoned cart emails and automated PPC advertising

    Check out Ecwid’s integrations here. 

    Ecommerce web development tools

    For brand-new stores, most of the tools listed in other sections will be enough to . However, as you grow, you may need additional web development frameworks to help you customize your store, improve efficiencies, and offer the customer experience your shoppers deserve.

    Front-end web development

    Front-end web development programming languages help you develop, design, and deploy your ecommerce website. They help make your website more interactive, eye-catching, and user-friendly. The main front-end programming languages are:

    Back-end web development

    If front-end web development is the aesthetics of the house, back-end web development is the plumbing, electricity, and everything else that operates behind the scenes to power the house’s — or your website’s — functionality. 

    Back-end development is usually custom-built, and requires a few elements:

    • Operating system: Windows, Linux, or macOS
    • Web server: Apache, Nginx, Microsoft-IIS
    • Databases: MySQL, MongoDB, DynamoDB by Amazon, Firebase database by Google, PostgreSQL
    • Storage: Amazon Web Services (AQS) S3, Firebase Storage by Google
    • Scripting language: Ruby on Rails, Java, Python, Scala, PHP, Spring, Groovy on Grails

    If you’re interested in learning more about technical stacks for ecommerce, consider reading more about some of the most popular:

    And if this section on web development went over your head, don’t be alarmed. Most stores get away with simple no-code tools until they mature enough to hire outsourced or in-house developers to support. 

    Ecommerce payment processing software

    The ability to securely and conveniently accept payments from customers is a vital capability for any online store. Thankfully, these payment processing solutions make it easy for you to provide your customers with multiple payment processing options: Think of them like payment gateways that connect your store to flows of funds.

    Shopify POS 

    Shopify POS is a point-of-sale solution designed specifically for Shopify stores. It boasts a variety of advantages for Shopify users, including the ability to sync inventory, payments, and orders across multiple Shopify stores, create discounts and loyalty programs, and offer customers flexible shopping options like local pickup, local delivery, and ship-to-customer. 

    Pros

    • Easy and powerful integration with the Shopify platform 
    • Provides useful inventory management tools in addition to payment processing 

    Unique features 

    • Allows you to process payments online, in store, or on your social media channels 
    • Lets you create detailed customer profiles for use in loyalty and rewards programs 

    Check out Shopify POS's integrations here.

    PayPal

    Once integrated into your online store, PayPal allows you to accept both credit/debit card payments as well as payments that are made using the customer's own PayPal account. PayPal also offers convenient point-of-sale devices that enable you to accept credit, debit, and PayPal payments at your brick-and-mortar location.

    Pros

    • Robust security ensures that your customers' sensitive financial data doesn't fall into the wrong hands
    • PayPal speeds up the checkout process for customers with an existing PayPal account, making it much easier for your customers to complete their purchase and thus reducing your cart abandonment rate

    Unique features

    • PayPal Checkout allows customers to complete their checkout without having to fill in information such as credit card numbers and shipping addresses
    • PayPal Marketing Solutions provides insights into how your customers are shopping

    Learn how to integrate with PayPal here. 

    Square

    Like PayPal, Square offers both ecommerce and in-person payment processing solutions. While Square is best known for its point-of-sale devices that make in-person payment processing secure and convenient, Square can also be integrated with your online store to allow you to easily accept credit/debit card payments.

    Pros

    • Slightly lower fees than PayPal and other payment processing solutions
    • Exceptional point-of-sale devices for in-person sales, including a free card reader

    Unique features

    • 24/7 live chat support
    • Square offers a feature that allows customers to book appointments with your company through its website

    Check out Square’s integrations here. 

    Recharge

    Recharge is a subscription billing platform for Shopify stores that allows store owners to sell subscription-based products and services. If you are selling subscription-based goods such as replenishable goods or subscription boxes, Recharge can help you manage the complex billing in a way that is easy and largely automated.

    Pros

    • Detailed analytics and reporting
    • ReCharge is the only Shopify Plus partner designed specifically for subscriptions

    Unique features

    • A gifting function that allows customers to gift a subscription to another person
    • Upsell workflows to help increase your average order value

    Check out Recharge’s Tech Partners list of best-in-class integrations here. Or, see the full integrations directory

    Ecommerce customer service software

    Excellent customer service is a key pillar of ecommerce success. With these ecommerce customer service software solutions, you can integrate live chat customer support into your website, create automated chatbots for handling common questions and customer support issues, and automate other time-consuming elements of customer support.

    Gorgias

    Gorgias is an all-in-one customer service solution built specifically for merchants in the ecommerce industry. 

    The tool provides live chat customer support capabilities and self-service options such as a dedicated help center and knowledge base. This platform also offers a wide range of automations and macros for automating much of your customer service responsibilities. If you are looking for a comprehensive solution to ecommerce customer service that will save your customer support team time and resources and give your customers the help they need, Gorgias is an excellent solution.

    Pros

    • Gorgias centralizes all of your multichannel support tickets in one place, allowing your customer support team to edit orders, modify subscriptions, and refund payments without leaving the helpdesk
    • Can connect with Shopify, BigCommerce, and Magento stores to bring your products and shopper history right into the helpdesk

    Unique features

    • Live chat customer support with the ability to automatically message customers first during key events
    • Macros and rules that allow you to automate customer service tasks such as providing shipment updates or creating customer support tickets

    Check out all Gorgias integrations here. 

    Stella Connect

    Stella Connect is a tool designed to help business owners manage remote customer support teams. With Stella Connect, you can manage your entire customer support team from one centralized dashboard, or integrate with Gorgias for an even more robust solution for remote teams. You can also schedule one-on-one meetings with customer support agents, provide agents with real-time customer feedback and more, making Stella Connect an excellent choice for business owners who rely on remote workers as their customer support staff.

    Pros

    • Centralizes and streamlines all aspects of remote customer support team management
    • Provides detailed customer data that you can use to improve your customer support performance

    Unique features

    • Create and implement automated customer support workflows
    • Create rewards and incentive programs for customer support agents

    Check out Stella Connect’s integrations here. 

    Still not satisfied? Check out our list of the best:

    Ecommerce chat tools 

    Installing chat tools on your website is one of the best ways to boost order value while making customer support more convenient for your customers. In fact, nearly 80% of businesses say offering live chat features has positively impacted sales, revenue, and customer loyalty.

    Chat solutions for ecommerce stores can come in two different forms: live chat and automated chatbots. Implementing a live chat solution lets customers connect with a live support agent via a chat widget on your website. Chatbots, meanwhile, are AI-powered chat tools that auto-reply to common customer questions and issues according to rules you create and macros and resources you build ahead of time. 

    In both cases, ecommerce chat tools can be a powerful way to make your support channels more accessible to customers while reducing the workload of your support team. Here are the tools that can help you do it.

    Gorgias 

    Gorgias offers a fast-loading and easy-to-install live chat widget that lets customers easily connect with a support agent any time they visit your website. In addition to live chat widgets built into your ecommerce store, Gorgias also gives you the power of live chat support via Facebook Messenger and SMS. For common questions and issues, Gorgias offers rules and macros that can be used to create automated responses, allowing you to quickly address the questions your brand receives most and turn them into sales opportunities.

    Pros

    • Gorgias's fast-loading live chat widget won't slow down your website 
    • Your live chat support agents can manage conversations across multiple platforms from a single dashboard  

    Unique features 

    • Provides support agents easy access to key details, like shopper history and inventory levels, during any live chat conversation 
    • Allows you to automatically trigger live chat campaigns based on a variety of events and customer actions 
    • Includes customer sentiment tools to automatically sort chat-based requests by priority and keep tickets organized 

    Learn more about the Gorgias live chat tool here. 

    Ada  

    Ada is a solution that provides AI-powered chatbots for customer experience, sales, and support purposes. In addition to automated customer support chatbots that are able to address common questions and issues, Ada offers chatbots that will proactively engage customers when they visit your store. These proactive outbound messaging chatbots can be used to automatically deliver timely content to customers that is personalized based on their actions and interests.  

    Pros

    • No-code automation and one-click integrations make Ada easy to set up and use
    • Chatbots deliver personalized responses based on customer data that feel like an interaction with an actual human agent 

    Unique features 

    • Intent and sentiment detections for delivering relevant, personalized responses 
    • Capable of automatically routing customer inquiries to your sales or customer support team 

    Check out Ada's integration with Gorgias. 

    Still not satisfied? Check out our lists of the best:

    Ecommerce returns and shipping tools

    Managing returns and shipping is a hassle that most online store owners would rather do without. Fortunately, there are high-quality tools available that allow you to automate many of the responsibilities associated with handling shipping and returns. By providing customers with self-service return options, automatically sending out shipping updates, and more, the following two tools can go a long way toward streamlining the logistics side of your business.

    ReturnLogic

    ReturnLogic is designed to automate the entire returns process by enabling you to create automated return workflows, automatically updating your inventory, and making it easy for you and your customers alike to track the status of returns. ReturnLogic also provides complete visibility to your customer support team, making it easy for them to access a customer's purchase history and issue refunds and returns.

    Pros

    • Creates a completely transparent returns process that is easier for both your customers and support agents to navigate
    • Provides analytics on your returns that you can use to lower your return rate

    Unique features

    • Barcode scanner functionality that allows you to update the status of a returned item with a simple scan
    • 3PL and ERP integrations that allow you to seamlessly connect ReturnLogic with your existing inventory management systems or logistics provider

    Check out ReturnLogic’s integrations here. 

    Wonderment

    Wonderment is an order-tracking platform that seeks to reduce customer support tickets regarding order status by providing customers with automated shipping updates. With Wonderment, you can automate shipping notifications via email or SMS, send internal notifications regarding delayed or lost orders, and create custom, fully-branded shipping alerts.

    Pros

    • Seamless and customizable shipping update automation options
    • Helps stores be more proactive about resolving issues that could otherwise lead to customer support tickets

    Unique features

    • View the status of all of your shipments from one dashboard
    • Integrates with Klaviyo, making it easy to send customized and automated shipping update emails

    Check out Wonderment’s integrations here. 

    Loop Returns 

    Encouraging exchanges for returned products rather than refunds is a great way to reduce the often substantial impact that product returns have on a store's bottom line. With Loop Returns, online store owners can create a customized product return portal where customers can return their purchases and manage exchanges without needing to contact the support team, among other helpful features. 

    Loop Returns offers great return and exchange management features.
    Source: Loop

    Pros

    • Customizable product return portals allow customers to manage returns themselves and reduce your support team's workload 
    • Meaningful metrics provide insight into your returns and refunds and identify supply chain, positioning, and other issues 

    Unique features 

    • Enables customers to automatically apply the value of their return to any order using the "Shop Now" feature
    • Allows you to apply variable bonus credits to customers who choose to exchange their returned product

    Check out the Loop Returns integration with Gorgias.

    ShipBob 

    More of a logistics service provider than an application, ShipBob is a service that allows ecommerce store owners to ship their products in bulk to ShipBob warehouses across the country. Once you've delivered your products, ShipBob then takes over all inventory management and order fulfillment responsibilities on behalf of your online store — picking, packing, and shipping products to customers as they're ordered. 

    Pros

    • ShipBob completely eliminates the burden of order fulfillment, including managing product returns 
    • Strategically located warehouses allow you to offer faster shipping to locations across the country 

    Unique features 

    • Includes built-in reports and analytics that provide a window into product performance 
    • Offers a comprehensive help center that will help you master the platform and resolve any issues that you might experience 

    Check out ShipBob's integration with Gorgias. 

    AfterShip 

    Providing customers with the ability to easily track their shipments is one of the most important parts of creating an optimized post-purchase experience. With AfterShip, you can create customized order tracking pages that allow customers to follow the location and status of their orders on your website. AfterShip's user-facing dashboard also enables you and your staff to easily monitor purchases and returns. 

    Pros

    • Simplifies the tracking of purchases and returns for both your staff and your customers 
    • Plenty of customization options make it easy to create tracking pages that are on-brand and optimized for your store theme

    Unique features 

    • Provides a range of automated post-purchase workflow templates, such as shipping notifications 
    • Provides detailed analytics around your shipping performance and post-purchase experience 

    Check out AfterShip's integration with Gorgias.

    Add Gorgias to your ecommerce tech stack to give your customers the top-notch service that keeps them coming back

    From boosting your sales to streamlining the customer support process, creating a tech stack for your ecommerce store that is complete with the best ecommerce solutions can offer a wide range of advantages. At Gorgias, we are committed to helping our clients improve the quality of their customer support while at the same time making their entire customer support process more efficient with our industry-leading ecommerce customer support solutions. 

    See for yourself how Gorgias can help you provide your customers with the service they deserve — try out Gorgias today!

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