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Ecommerce Launch Checklist

Ecommerce Launch Checklist: 15 Essential Steps to Win

Blog
Ecommerce Launch Checklist

Ecommerce Launch Checklist: 15 Essential Steps to Win

You went back to check your store and noticed an error in the checkout page settings, preventing customers from making payments on your store. 

Do you think you would experience the moment of dread in that situation? 

I bet you would. 

When you’re launching an online store, there are many details to remember—and those details can make or break your business's success.  

However, by having a rock-solid ecommerce launch checklist in place, you can eliminate errors and rid yourself of “dread” moments forever. 

The following checklist will help you figure out the key things you need to get ready when launching your online store. Think of it as a quality-assurance check for your ecommerce launch. 

Let’s jump in. 

The 15 step ecommerce launch checklist

  1. Get the core pages of your online store set up
  2. Design listing pages
  3. Create product pages
  4. Make a shopping cart page
  5. Put together a checkout page
  6. Check on your ecommerce SEO
  7. Optimize your website for conversions
  8. Add essential apps to your store
  9. Install an ecommerce helpdesk
  10. Set up email marketing
  11. Connect your sales channels
  12. Set up analytics
  13. Develop an ecommerce marketing plan
  14. Integrate payment methods
  15. Run ecommerce testing

1. Get the core pages of your online store set up 

Your ecommerce website is where customers will visit to learn more about what you’re offering. It’s also where shopping activities happen. 


         

‎Hence, ensure your website includes these most recommended standard pages:

  • Home page: This is arguably the most important page on your website. A well-designed homepage should tell what your business is all about and your unique value proposition. It should also include links to product pages and category pages on your store. 
  • About page: This is where customers learn about the people behind your products. A good About page should tell your brand story and what you stand for. It should also include trust elements to prove your store is real and credible.
  • Contact page: Ensure you display your phone number, email, and real physical address (if any) on the Contact page. Make it clear about how customers can get in touch with you to showcase your authenticity. 
  • Frequently Asked Questions (FAQ) page: Customers might have a lot of questions before deciding to buy from you. Having an effective FAQ page will help you offer a self-service solution to customers and avoid answering the same questions repeatedly. 
  • Terms of service: This page covers your legal base, what’s included, and what’s not in your services. 
  • Privacy: As concerns about data breaches are increasing, it’s highly recommended that you work with a lawyer to draft a clear privacy policy for your ecommerce business. 
  • Shipping, return and refund: Nearly half of the consumers check an online store’s return policy before making a purchase. That’s why having a dedicated shipping, return, and refund page on your website is crucial. Doing that is also an excellent way to build trust with your potential customers. 

A worthy note is that your ecommerce website doesn’t have to include a blog page. It depends on your marketing strategy, product types, and target audience (more on that later). 

2. Design listing pages

A listing page or a category page is where customers discover your products associated with a specific category. It’s useful for keeping your website coherent and helping customers find what they’re looking for quickly. You can take listing pages to a whole new level by using them to increase conversions and enhance your overall SEO.


         

‎Ensure you include the following elements in your listing pages:

  • A short introduction to your category. 
  • Filtering and sorting functions
  • Best sellers and reviews. 
  • Stock availability. 
  • Product quick view. 
  • Internal linking among categories and sub-categories.

3. Design product pages

Product pages are where the buy buttons show up. But they’re also where many other things can go wrong: lack of trust, unclear information about products, etc. That’s why each product page must be optimized as much as possible. 


         

‎Keep in mind the following:

  • Display the add to cart button prominently. Above the fold is an ideal place because it’s at customers’ reach at all times. Also, make it stand out by using contrast colors. 
  • Use high-quality, professionally crafted pictures from different angles. Enable product image zoom and 360-degree view features in your theme. 
  • Write a solid product description. Focus on the benefits of your products, not just features. In other words, how your products make customers’ lives easier and better. 
  • Check product-related components, including styles, sizes, colors, inventory tracking numbers, tax rates, currency, product weights, etc. 
  • Establish trust with customers by displaying trust badges, reviews and testimonials, or other social proof types.  

4. Design shopping cart page

The shopping cart is where shoppers review their selected items and make the purchasing decision. The goal of this page is to lead shoppers to the checkout page. 

Follow these tips to create an effective shopping cart:

  • Display product details, including product names, images, sizes, colors, and prices clearly. This helps shoppers remember their selected products and why they want to have them. 
  • Use a clear, attention-grabbing call-to-action (CTA) button, for example, “Proceed to Checkout” or “Go to Checkout.”
  • Make the cart easily editable, like removing items, changing size/color/quantity, etc. 
  • Display social proof to maintain trust with shoppers and avoid unexpected shipping costs/taxes/hidden costs. 
  • Add a mini cart widget. It’s a good idea because shoppers can add products to their cart without leaving the page they’re on. 

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5. Design checkout page

The checkout page is where cart abandonment often happens. So ensure you review it carefully as much as possible. 

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Remember these to build a high-converting checkout page:

  • Offer various popular payment options like credit cards, master cards, PayPal, Amazon Payments.
  • Keep it simple. Don’t include too many steps or fields—the goal should be to help customers finish the payment process faster. 
  • Include an option to check out as a guest. 
  • Display a progress bar at the top of the page to tell shoppers how many more steps are left to complete the purchase. 
  • Include a live chat throughout the checkout process to quickly support customers.
  • Show order confirmation after purchase. The best practice is to create a Thank You landing page to confirm the order and give them special offers for the next purchases.  

6. Check ecommerce SEO

Many ecommerce websites rely on social media or paid advertising to drive conversions. They ignore entirely or put together with little consideration of search engine optimization (SEO).

But ecommerce SEO is worth investing in because 44% of people start their online shopping journey with a Google search. Also, 37.5% of all traffic to ecommerce sites comes from search engines. 

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Keep in mind the following:

  • Do keyword research and find the most relevant keywords to your niche
  • Use selected keywords to optimize meta titles, descriptions, H1’s, URLs.
  • Insert selected keywords into product descriptions and category descriptions. 
  • Add schema markup to get rich snippets displayed in Google, which can increase CTR by up to 30%
  • Remove or fix duplicate content. 
  • Link to high-priority pages like product pages and category pages. 
  • Create and submit a sitemap. 
  • Optimize website loading speed by upgrading your hosting, investing in a CDN, and optimizing image file size with compression. 

Recommended reading: SEO for ecommerce, Dominate Google in 10 Easy Steps.

7. Optimize website for conversions

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               Shinesty
             
         

On an ecommerce website, conversions are critical. Check out the following to make sure your store is optimized for high conversion rates:

  • Use videos to demonstrate your products.
  • Show live chat to address shoppers’ concerns and answer their questions faster. 
  • Make your website user-friendly and fully responsive on mobile devices. 
  • Display countdown timers and/or stock countdowns to give shoppers a little push to take action.
  • Optimize menu navigation. Make it super easy for shoppers to find whatever they need. 
  • Ensure site search works well, not just product information but also related products, delivery times, return policies, and more.
  • Make information about your products and services easily findable and visible. 
  • Use a “sticky” buy button so shoppers can easily proceed to checkout whenever they’re ready to place an order. 
  • Enable the Pin It button so shoppers can share your products on their Pinterest wishlists. 

8. Install essential apps for your store

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Every ecommerce platform offers an app store filled with amazing apps to extend your commerce store’s functionality and grow your business. That’s why you should find the most essential apps and install them into your store:

Here are some app types you should consider: 

  • Apps for marketing and promotion.
  • App for increasing sales and conversions.
  • Apps for sales channels.
  • Apps for SEO and site optimization.
  • Apps for finding products and managing inventory.
  • App for customer service (more on that later).

9. Set up an ecommerce helpdesk

Good customer service means better customer retention and more sales. That’s why choosing the right helpdesk is crucial for your online business. It’ll not only help you provide the best customer support, increase engagement, and convert more sales in the process but also seamlessly integrate with your current ecommerce platform.

For ecommerce businesses, Gorgias is an ideal solution as it’s an ecommerce-dedicated ticketing system and has tight integration with Shopify, BigCommerce, and Magento.


         

‎Here is what Gorgias offers:

  • Update orders directly from your helpdesk and work faster with smart automation.
  • Manage customer requests for multiple storefronts, either on desktop or mobile apps.
  • Use Shopify and BigCommerce variables to auto-respond order-related tickets.
  • Integrate with third-party apps like ShipStation, Slack, and Recharge.
  • Use macros to automate tasks and perform actions like adding tags, bulk action.
  • Provide instant support by setting rules based on customer intents.
  • Deliver omnichannel customer service, e.g., SMS messaging and social media.
  • Easy to use, no learning curve involved, no feature overload.
  • Impartial customer support for all merchants, regardless of the plans you’re using.

10. Set up email marketing 

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Using email marketing is one of the best ways to develop and maintain a good relationship with customers. If your ecommerce business hasn’t taken the time to adopt email marketing, you’re likely leaving money on the table.

Here are the eight most important emails for ecommerce:

  • Welcome emails: Thank shoppers for joining your email list, set expectations for what’s to come.
  • Thank you emails: Thank shoppers for buying from you and reassuring them they’ll receive the order on time. 
  • Survey emails: Send customers an email to ask for their feedback on shopping experience and their experience with your products. 
  • Card abandonment email: Encourage customers to complete their purchase if they leave items in their carts.
  • Order confirmation emails: Confirm with customers the order they just made in your store. 
  • Upsell and cross-sell emails: Sell customers additional products to increase your store’s average order value. 
  • Promotional offer emails: Tell your customers about your site-wide discounts, holiday offers, free gifts, etc.
  • Customer loyalty and re-engagement emails: Send emails to existing customers or customers who haven’t purchased from your store in a specific timeframe. 

11. Connect with sales channels

The U.S. now has over 230 million active social media users, with nearly 7 million added in 2019. That doesn’t mention the fact that ecommerce sales are heavily influenced by social media. Since your customers are very likely already on some social platforms, you might want to go where they are. 

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Keep the following in mind:

  • Create a blog page and regularly share content relevant to your products
  • Establish your presence on social media like Instagram, Facebook, TikTok, Pinterest, etc.
  • Follow influencers in your niche, read their followers’ comments to see what people are interested in and how you can integrate it into your products. 
  • Build a list of branded and non-branded hashtags to use in your social media posts. 
  • Get your products and brand features on price comparison websites, review websites, relevant forums, communities, Quora, etc. 
  • Display your website on handmade and crafts marketplace, on-demand production marketplace, niche marketplace, classified listings website, daily deals sites, Yellow Pages, etc. 

Recommended reading: Master Social Media Marketing for Ecommerce in 10 Easy Steps

12. Set up analytics 

It’s essential to set up analytics tracking and monitoring from day one because doing that will give you valuable insights into your visitors and customers.


         

‎Your ecommerce platform has its own set of analytics reporting built-in, but you may also want to consider trying these tips:

  • Set up your Google Analytics in Google Tag Manager.
  • Register and verify your site with Google Search Console.
  • Verify checkout tracking. 
  • Customize tracking campaigns using URL Query String Tags. 
  • Filter bots and spiders.
  • Set up Facebook Analytics.

Also, be sure you understand the importance of the following ecommerce metrics:

  • Sales conversion rate 
  • Email opt-ins 
  • Customer lifetime value
  • Customer acquisition cost
  • Revenue by traffic cost
  • Average order value 
  • Shopping cart abandonment rate 
  • Net Promoter Score

13. Develop an ecommerce marketing plan  

The secret to ecommerce success isn’t just to get your products out there and see how they perform. You need a marketing plan to bring your products to potential customers and convince them to buy. 

Without a marketing plan, you might miss out on the fact that “More and more brands are competing for the same eyes. Facebook’s algorithm rewards video and motion-based creative that are more likely to hook your audience quickly. And customers are also more demanding, impatient and curious than ever before,” as Scott Ginsberg, Head of Content, Metric Digital says.

Ensure your marketing plan includes:

  • SMART (Specific, measurable, achievable, relevant, and time-bound) goals and objectives. 
  • Target customers, personas, and markets. You have to have a clear understanding of who you’re targeting, what characteristics define them, and where they’re located. Also, be sure you know their purchasing power and behaviors.
  • Channels, tactics, tools to execute your plan. Pay-per-click advertising, SEO, content marketing, influencer marketing, social media marketing, or email marketing—list out everything you’ll do to achieve your goals in detail.
  • A holiday marketing calendar that shows important holidays and events of the year. It’s also much better if you have a holiday marketing plan in place—the sooner, the better. 

14. Integrate payment methods

One of the best ways to reduce abandoned carts is by providing as many payment methods as possible since everyone has different preferences. 

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Consider integrating these payment options:

  • Credit and debit cards, bank transfers, prepaid cards. 
  • Digital wallets like PayPal, ApplePay, Google Pay. If you’re selling to China, WeChat should be considered. 
  • Buy now, pay later. It’s a growing trend, especially among millennials and Generation Z. 
  • ACH (Automated Clearing House). This method gives you greater control over payments and increases payment accuracy. Your customers also receive their purchases faster since ACH payments are processed quickly

Regarding credit cards, you need to set up payment authorization to capture payment from your customers. You can do this by accessing your ecommerce platform admin. For example, in Shopify, you can set up automatic or manual capture of credit card payments. Shopify Payments provides an authorization period of 7 days.  

15. Run ecommerce testing 

To avoid errors and remove common online shopping hassles, you need to carefully test your ecommerce website before launching it. Also, run continuous A/B testing to identify what makes your customers happy and what brings conversions to your store. 

Ensure you do the following tests:

  • A/B test everything about your CTA buttons.
  • Test multiple CTAs per page against one CTA per page.
  • Test ecommerce apps’ functionalities and social media integrations. 
  • Test payment method functionalities.
  • Check compatibility with web browsers.
  • Test mobile responsiveness.
  • Check performance and SEO-related things. 
  • Test websites, including homepage hero images, search button, all pages, pop-up forms, account pages, site loading speed, site security, and more. 
  • Test email marketing sequences.
  • Test orders on mobile and desktops.

Use this ecommerce launch checklist to get your store ready!

This ecommerce launch checklist represents a roadmap for online merchants looking to start their business from scratch. Mastering the basics, and you’ll avoid all the hassles along the way.

Let’s wrap up:

  • Prepare standard pages
  • Design listing pages, product pages, shopping cart page, checkout pages
  • Check ecommerce SEO
  • Optimize website for conversion
  • Install essential ecommerce apps
  • Set up an ecommerce helpdesk 
  • Set up email marketing
  • Connect with sales channels
  • Set up analytics
  • Develop an ecommerce marketing plan
  • Integrate payment methods
  • Run ecommerce tests 

And once your store is up and running, check out these 13 ecommerce growth tactics to take your store to the next level.

Looking for a customer support app for your ecommerce store? Sign up for a Gorgias account and enjoy all the premium features for free in 7 days. Gorgias is an ecommerce-focused helpdesk solution that will help you create the best experience for your customers, improve your support team’s performance, and eventually drive sales.

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FAQ’s

What do you need to run an ecommerce site?

To run an ecommerce site, you will need a unique product or service to sell, a website, an ecommerce platform, integrated payment methods, a marketing plan, and an ecommerce helpdesk such as Gorgias to provide customer support.

What is ecommerce SEO?

Ecommerce SEO refers to the practice of optimizing an online store or website for search engines to improve its visibility in search engine results, gain traffic, and increase conversions and sales.

How do you do keyword research for SEO?

Keyword research is the process of looking for the most popular search phrases people type into search engines like Google or Bing, and strategically incorporating them into your web pages to gain visibility on search engine results pages.

How much does launching an ecommerce store cost?

The cost of launching an ecommerce store can vary depending on various factors, such as the platform you choose, the scale of your business, your product offerings, and marketing strategies. You can start a small online store with a few hundred dollars for basic hosting, domain registration, and an initial inventory. However, larger, more feature-rich ecommerce stores can require thousands or more.

Which ecommerce platform should I use?

The choice of an ecommerce platform depends on your business needs and budget. Popular options include Shopify, WooCommerce, and BigCommerce. Shopify is user-friendly and offers a range of features, but it comes with monthly fees. WooCommerce is a flexible and open-source solution but requires technical know-how. BigCommerce offers scalability and various features, making it suitable for medium to large businesses. Consider your requirements and choose the platform that best aligns with your goals.

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Lavender Nguyen
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Recommended Articles

7 Ways to Improve Your Customer Service Response Times

0 min read . By Astaeka Pramuditya
By Astaeka Pramuditya

Modern customers have high expectations when it comes to customer service. One survey showed that nearly half of customers expected an email response from businesses in less than four hours. If your average response time is much higher than this, you could be losing out on a lot of business. 

Of course, meeting customer expectations regarding response time is often easier said than done. If your customer support team is struggling to keep up, the good news is that there are some effective ways to shorten your response times without having to hire a team of new employees.

In this blog, we'll discuss why a fast response time is such a vital component of great customer service and go over seven proven methods you can use to achieve a faster response to customer service emails and messages. 

What is a good customer service response time?

When a customer reaches out to you, you should aim for a first response time of one hour for emails, 15 minutes for social media messages, 40 seconds for SMS messages, and even less than that for live chat messages.

Why response times are important for customer service teams 

No matter what product or service you happen to be selling, creating a positive customer experience is an essential ingredient in the recipe for long-term success. While there is a lot that goes into creating a great experience for your customers, prompt customer service goes a long way. 

Here are a few of the reasons why achieving fast response times is such an important goal for your customer service department: 

1) Customers continue to demand faster responses 

More and more customers have come to expect near real-time access to companies across multiple channels. One Hubspot survey showed that 90% of customers rate an “immediate” response as important or very important when they have a customer service question. 

Furthermore, 60% of people who needed support defined "immediate" as 10 minutes or less. If your company isn’t responding to customer queries at least this fast, you risk falling short of expectations your competitors may be meeting. 

2) Poor response times reflect negatively on your company 

Fair or not, poor response times can hurt your brand image. Encouraging brand loyalty and return customers is a vital goal for any business, and poor response times can make this goal all the more difficult to reach. 

Keep in mind that customers expect fast response times since so many companies today can meet those expectations. If your company isn't keeping up with the customer service offered by the competition, it could damage your brand reputation among existing customers. 

3) Faster responses that lead to quicker resolutions can increase revenue

There are plenty of scenarios where responding to a customer query within a short time frame can lead to your business making more money. If a customer has a question about your product, for example, responding quickly before they move on to another product could lead to a sale you might not otherwise make. 

If a customer needs to return a product, prompt customer service could encourage them to exchange the product for another product or store credit rather than becoming frustrated and demanding a cash return. In instances such as these, fast response times that lead to quick resolutions can directly translate to more or retained revenue. 

4) Quick responses can boost customer satisfaction

Good customer service doesn't mean that you always have to solve a customer's issue on the first response. In many cases, simply acknowledging their email and letting them know that you’re working on a solution is enough to keep customers temporarily satisfied and buy your customer service team some time. 

Unless the issue is immediately resolvable, your goal in an initial response should be to acknowledge the customer's problem, let them know that you’ve assigned their ticket to a representative, and provide them with a time frame for when they can expect a resolution. 

Sending out an initial response that covers these bases can keep customers satisfied and patient while your team members work on their follow-up. 

Related: How To Measure Net Promoter Score (NPS)

5) Slow response times might increase your workload

Achieving fast response times may seem like a lot of work. Many times, though, slow responses can end up increasing the workload of your customer support team. If you don't respond quickly enough to a customer that needs assistance, they may end up contacting your company multiple times through multiple channels. 

This can lead to numerous support tickets being created for a single issue, bogging down your team and creating unnecessary confusion that could have otherwise been avoided if you had responded to the customer's initial query promptly. This is another reason it’s helpful to keep your average first response time as low as possible. 

How to reduce customer service response times

For all of the reasons listed above, responding to customer service emails in the shortest amount of time possible is ideal. Thankfully, there are many different methods you can use to speed up your response times across all your support channels that don't require huge investments or shifts.

1) Make sure you're measuring first response times 

Before you can test out solutions, determine what your average response time currently is (if you don’t already know). First response time is a crucial customer service metric to evaluate your team's impact because it affects revenue-related metrics like churn and retention rates.

To calculate the average first response time, all you have to do is add up all of your first response times for a given period then divide that number by the number of resolved tickets during that time.

Once you've determined what your average first response time is, you can then set goals for improvement and continue to measure your progress. Gorgias provides you with many analytic tools that allow you to track key customer service metrics, including average response time. By leveraging tools such as these, you can easily analyze your customer support team's efforts and set achievable benchmarks for more improvement.

Related: Customer Service ROI: How to Measure and Improve

2) Take advantage of customer service software

Responding to every customer email manually is a monumental task. If you’re still solely relying on traditional methods of responding to customer queries, achieving fast response times is going to be nearly impossible. Fortunately, there’s a wide variety of customer service software on the market today that can take a lot of the heavy lifting out of your workflows.

For example, help desk software allows your team members to see and reply to customer queries from any channel — like social media, ecommerce stores, WhatsApp, and SMS — from a single centralized dashboard. You can organize them based on factors such as the date and time received, priority, subject matter, and some other categories.

Customer service software also automates time-consuming tasks, like sending initial responses to customer emails. This is just a snapshot of the ways these platforms can help your team reduce your response times. We highly recommend leveraging software to optimize your customer support process. 

Related: Learn how Gorgias' support performance and live agent performance dashboards can help you measure

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3) Utilize customer service automation for 24/7 service 

We touched on it briefly, but customer service automation can free up your customer support team significantly during business hours. It provides customers with immediate, automated responses that you can personalize to make sound as friendly as a manual response. These small measures free up your team to focus on more complicated and pressing tasks.

That’s not all. Setting up an auto-responder allows you to send customers an all-important first response any time you like. There’s no need for a live representative, and a quick response could prevent another ticket or message from piling up to deal with in the morning. Most software lets you automate responses and send them via email, chatbot, app notification, text and more. 

Recommended reading: Ecommerce Customer Support Best Practices

4) Use scripts and email templates 

Having your customer service team type out a custom response to every new email they receive from a customer is inefficient. In addition to using an auto-responder to send out an automated first response, one simple way to speed up your reply time is to make use of scripts and email templates

To build your scripts, start by identifying common questions and issues that your support team encounters most frequently. You can then create helpful boilerplate answers with blank spots to plug in customer details using your software or other tools. 

One pro tip is to look back at positive customer feedback or five-star interactions to get ideas. See which answers made customers feel heard and satisfied while also solving their issues quickly. For live customer support channels such as phone calls or live chat, you can create scripts for each FAQ that representatives can follow. 

Leveraging scripts and email templates ensures that your team members aren't having to type out the same response over and over again to commonly asked questions, enabling them to provide service in a more efficient and timely manner. 

5) Create a system to categorize and segment priority tickets 

Some customer support tickets should take higher priority than others. A customer that’s reporting a fraudulent purchase with their debit card needs a quicker response than someone who’s asking if there are any discounts they can use.

  • Start by prioritizing tickets that have been open the longest. These are the customers who may be growing impatient, or even angry enough not to shop or work with your business again.
  • From there, you’ll want to prioritize the most complicated or resource-intensive tickets. This helps your team get a head start on the tickets that could end up taking a lot of time to resolve. 

Beyond prioritizing tickets, it’s also helpful to categorize them if they share similarities. Grouping similar tickets together boost efficiency. For example, your team can come up with one main solution (create a new discount code because the previous one is buggy) and easily resolve the entire group of tickets in a single pass. 

If you’re making use of email templates, a single rep may be able to clear an entire batch of tickets in seconds or minutes.  

6) Offer multichannel customer support options 

Every channel where you communicate with customers — from your main phone line and website to messaging platforms like social media and live chat support — should include customer support options. Having multichannel customer support options offers a couple of advantages.  

For one, it makes it easy for customers to reach out and engage with your company wherever they are. You may be serving customers across demographics, from Generation Z to baby boomers, all of whom have different communication preferences. The customer’s initial outreach is their first interaction with your customer service experience, and it’s great to start on a note of convenience and ease no matter who the customer is. 

Setting up multichannel customer support options can also give your response teams quicker access to the requests that they receive, allowing them to organize by priority no matter where the request originates.

Recommended reading: Customer Support Metrics

7) Leverage self-service to reduce tickets 

Any time a customer can resolve their issue on their own is a success for your business. Customer self-service support keeps your team’s hands-free and prevents one more support ticket from entering the queue. Here are some useful resources you can provide customers: 

  • Company blog
  • Product instructions, how-tos, and video tutorials
  • FAQ page
  • Community forum 
  • Dictionaries or glossaries 
  • Case studies 
  • Knowledge base or help center

Equipped with this information, many customers will be able to answer their questions — and perhaps discover or try something new with your product. As you’re putting these resources together, think about how tech-savvy your audience is and how long they want to spend reading about their issue. 

With Gorgias Automate, you can improve your live chat widget with a self-service flows that let your customers track and manage their orders without any agent interaction. You can also enable a chatbot. Customers can type in their question or comments and the chatbot will pull up your content that matches those keywords. 

All of these tools combine to reduce the number of tickets your support team receives in the first place, which can ultimately result in faster response times for the tickets that do appear. 

Recommended reading on live chat:

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Gorgias helps support teams reduce response times

We’ve covered a variety of ways to roll back your response times, but that’s not all these best practices accomplish. They also optimize your customer service workflow overall, ensuring your customer service interactions are positive and helpful and your team isn’t overloaded or losing time to repetitive, manual tasks. 

At Gorgias, we’re proud to offer a number of different customer service software solutions, from live-chat solutions to chatbot solutions, to email auto-responders. To learn more about how Gorgias can help you speed up your response times in a way that is affordable and hassle-free, book a demo today.

Customer Service Messaging: Tips and Templates for SMS + Conversational Channels

0 min read . By Ryan Baum
By Ryan Baum

Customer service messaging (also known as conversational customer service) is a powerful way to elevate the customer experience and delight customers beyond their expectations. For customers, texting with a support agent feels much more convenient and casual than slower channels like email. And, SMS is a much better channel for “on-the-go” communication, since most people always have their mobile phones and can usually reply to text messages quickly.

That’s why customer service messaging is one of many recent customer service trends shaking up how ecommerce and D2C businesses offer support.

In this guide, we’ll discuss how your business can implement or improve this type of customer support and other conversational channels in your customer service strategy. 

Let’s get started with why it’s important for businesses to offer SMS customer service.

What is SMS customer service?

SMS customer service is when support teams resolve customer questions and issues via text message.

Why SMS text messaging improves the customer service experience

Customers love these one-to-one messaging channels for customer service because they’re so quick and convenient. When implemented well, conversational messaging allows customers to reach your CS team and get answers quickly — within 42 seconds, most of the time. Especially considering that 42% of customers prefer communicating with customer service on messaging apps over any other channel, introducing a conversational channel may do wonders for your brand’s customer satisfaction.

Your customer support team can also use these channels to proactively reach out to customers with important updates and timely discounts.

SMS customer service is especially attractive to your customers because they don’t have to stay glued to your website or check a social media app for new DMs. They can get answers to their questions on a device they already check 96 times per day. Let’s take a closer look at SMS, a channel that’s quickly gaining ground as a standard support option. 

Example of SMS in Gorgias helpdesk

10 tips to successfully incorporate messaging into your customer service strategy

Adding each messaging channel at one time might overwhelm your customer support team. Likewise, a new channel may have low adoption if you don’t announce it to your customers. As you begin offering messaging experiences as a part of your customer care portfolio, use our top 10 techniques to maximize the effectiveness of your workflows on those channels.

1) Funnel all interactions to SMS or messaging channels and then move to email or phone if needed

For issues with easy solutions, there’s no reason for customers to engage with email or phone. Emails are slow and clunky and phone calls can lead to customer frustrations, especially if your wait times are excessive. Texts are far faster than either option and can provide simple, accurate information that leads to speedier solutions — and happier customers.

For that reason, we recommend setting up your contact page and information so that text and other live channels are your first line of communication — well, after self-service support. You can always move to email or phone if the customer requests it or if the problem you’re trying to solve is better suited to one of those channels.

Tip: Speed is an important factor in all customer service interactions, but it’s critical when sending any sort of instant message. First response time (FRT) is a key customer service metric you can measure with Gorgias through the analytics dashboard. Make sure to track the speed of your responses when you start your support messaging program.

Fast reply to an SMS conversation

2) Consistently let your customers know that you’re available on quick messaging channels

To inform your customers they can now text your brand, we recommend adding “Text us,” plus your phone number, in some or all of these places: 

  • The footer of your website
  • The “Contact Us” page of your website
  • Your Gorgias Help Center
  • Transactional emails (order confirmation, return initiated, etc.)
  • The signature of your support agents

You can put your messaging app information in the same spots, and make sure to say you accept support requests via DM in your social media bios so customers know they can shoot you a message.

Tip: Because conversational customer service usually takes place on a user’s phone, you need to keep responses short and friendly. The long, detailed macros and templates you might use for emails won’t work when communicating through short messages — depending on your platform and your customer’s phone, long messages might not send or might get broken into multiple text messages. Plus, depending on your brand’s tone of voice, conversational channels are a great place to use emojis, images, and GIFs to make the conversation even more friendly and casual. 

Berkey Filters chat prompting people to use the messaging chanel
Source: Berkey Filters

3) Use autoresponders for a lightning-fast first response

Start every messaging interaction with an autoresponder. This tactic lets your customer know that you received their request, and it gives your human agents a small buffer of time to finish up their current encounter before starting the new one. You can also include a link to your help center in case they want to look for their answer on their own.

You can use this tactic whether you’re incorporating chatbots for basic query automation, or using your customer service agents for all customer interactions.

See page XX for an example of an autoresponder Rule for messaging.

4) Create a system to categorize and segment priority tickets 

Some customer support tickets should take higher priority than others. A customer that’s reporting a fraudulent purchase with their debit card needs a quicker response than someone who’s asking if there are any discounts they can use. 

You can start by prioritizing:

  • Tickets that have been open the longest. These are the customers who may be growing impatient, or even angry enough not to shop or work with your business again. This can be set up with a View of tickets that have been open for more than X minutes, where X is an amount of time corresponding to your service-level agreement (SLA).
  • Tickets from VIPs and loyal customers. You can tag these customers and make a View based on that tag to surface their questions and concerns.
  • Tickets that fall into certain intents, like “order/damaged,” which Gorgias auto-assigns through our proprietary algorithms. You can auto-assign these tickets with a “priority” tag using a simple automation Rule and set up a View that has all open priority tickets.
Gorgias' Intent detection can be auto-tagged for prioritization and organization
Source: Gorgias

You can even set up dual priority queues for all priority-tagged tickets: One for priority tickets that are about to go past the first response time in your SLA and another for all other priority tickets. Then prioritize the former, followed by the latter, followed by other tickets, to keep your first response time and resolution time down while giving attention to important tickets.

Beyond prioritizing tickets, it’s also helpful to categorize them if they share similarities. Grouping similar tickets together boosts efficiency. For example, your team can come up with one main solution (create a new discount code because the previous one is buggy) and easily resolve the entire group of tickets in a single pass.

5) Use Macro templates to respond faster to repetitive requests…

If you are responding to customer service messages on a platform like Gorgias that supports Macro templates, you need to take advantage of this time-saving feature. But you can’t just take your existing email templates and drop them into these conversations.

You need to create a specific set of Macros for messaging purposes, using the principles we mentioned earlier: short, friendly, personalized, etc. That means you need to use variables like [Customer first name] or [Last order number] to personalize messages. If you set up your Macros strategically for DM and SMS messaging, many can be reused for live chat, as well.

To prioritize building Macros that will have the highest impact, create Macro templates to respond to the most common questions that have come through your helpdesk. You can also ask your team which responses they end up writing out the most and add those templates too. 

Once you create and launch these Macros, you can automatically add Tags to Macros for reporting to see which Macros are being used the most. This will help you understand where you have gaps (or unhelpful Macros) and can make tweaks to improve your agent workflow and customer experience.

6) …Or deflect those repetitive requests altogether with automation Rules

If your customer service platform supports automation, as Gorgias does through our Automation Add-on, you can deflect up to a third of repetitive, tedious tickets instantly, with no human interaction. Much of this automation can be applied to customer service messaging, as well.

When we mention automated answers, some support professionals say something like, “We don’t want to send low-quality automated responses to our customers.” We completely agree: For many tickets, automation doesn’t provide the best customer experience. 

However, as you know, most tickets your support team receives are repetitive and low-impact, like questions about order status (WISMO) or your refund policy. We recommend setting up automatic responses for these tickets, so customers get instant answers and agents have more time to respond to tickets that actually need a human touch.

Look through your reporting dashboards to see the tickets that are taking up the most time on your support team, and prioritize those requests for automation with Rules, where appropriate.

Gorgias automates answers to repetitive questions (like WISMO)

7) Go beyond text-only interactions with multimedia messaging

WhatsApp Business, Facebook Messenger, and SMS support images, and luckily so does Gorgias. This is a more engaging way to interact with customers, and it also allows you to exchange relevant images like broken parts, malfunctioning equipment, and screenshots for more helpful instructions.

If you want to go this route, maintain a catalog of fun, topical images that your support team can use in their customer conversations, and give them the freedom to collect their own images to insert. It’s a great way to make your support feel more personal and human, but use common sense: Frustrated customers don’t want to receive a picture or meme, they want their problem solved as quickly as possible.

Gorgias lets you send multimedia text messages

8) Provide proactive support at scale on platforms that allow it

SMS and other personalized one-to-one support channels can get a little complicated because not everyone wants to interact on the same messaging application. True SMS support goes out over cellular networks and lands in users’ actual text messages, the same way messages from their friends and family do.

But you may need to be ready to handle other support channels that use similar short, text-based communication. These include Facebook Messenger, WhatsApp, and your website’s web chat. Certain channels may be a better fit for your unique customer base — for example, Instagram attracts a younger audience than Facebook Messenger, and WhatsApp is more common outside the US. Likewise, you may have other specialized messaging channels or messaging platforms that you need to support.

Gorgias has SMS, Messenger, and live chat functionality

As a rule of thumb, you need to be where most of your customers are, which varies across businesses and industries. But to reach the desired level of customer engagement, most businesses need to be reachable via most, if not all, the major applications and support channels. 

That’s where a unified customer service platform can be really useful. By keeping all of your customer conversations in one feed, you can handle more channels more strategically, through triage and routing to dedicated agents for specific tasks. For example, you could have one agent who just handles messaging and route all messages to that person for a quicker response.

On platforms like WhatsApp Business, you don’t have to wait around to hear from customers. This allows for a wide range of strategic and proactive support interactions. 

For example, you can send out text blasts:

  • When you have an issue affecting all customers (i.e. website downtime) to let them know what’s going on (and avoid getting excessive tickets about the issue)
  • When you have new product launches or add-ons, driving revenue and customer education
  • When you have relevant announcements for customers: limit these to news that actually affects customers (i.e. shutting down your community or a time-sensitive sale), not company news (i.e. your latest fundraising) 

A proactive approach builds trust with your audience — they will see you going above and beyond with these efforts, and know that you’ll be upfront with potential issues.

9) Integrate your SMS support with your marketing efforts

SMS marketing is a useful tool for your ecommerce store, but it becomes even more powerful when you integrate your SMS marketing tool into Gorgias. Send out SMS blasts and have support agents on hand to handle any questions you get in response, to help nudge those customers closer to a sale.

Gorgias and Klaviyo integration
Source: Gorgias

With certain integrations — Klaviyo, for example — you can even use Gorgias attributes to segment and build campaigns. Use this function for win-back campaigns, or to send a special offer to customers who posted low CSAT scores.

10) Conduct surveys using text messages to collect feedback from customers

Text messages are an effective method for collecting feedback from existing customers, too. Once customers opt in to SMS communication, you can use this point of contact to launch quick surveys that provide valuable feedback.

Response rate is always an issue with email surveys, and other channels see higher response rates. Using a multichannel approach will supply you with more responses and help you make more data-driven decisions with the results.

Note: In a customer service tool like Gorgias, you would use one of our integrations with Klaviyo or Attentive to send the survey to entire segmented lists of customers or prospects, all at once.

SMS customer service templates for common response types

Ready to start implementing an SMS customer service strategy but not sure what to say? We get it: Staying concise yet friendly is tough, and so is conveying all the needed information in such a short space.

We’ve put together a collection of proven templates you can start using today. Adapt as many of these as you need to fit the contours of your business, and bring them into your customer service platform of choice. In Gorgias, you could auto-populate these responses through our Macros.

Note: We’re sharing these templates as text messages, but they can easily be adapted to other conversational channels like social media DMs and live chat. 

Ticket received template

As we mentioned earlier, it’s a good idea to set up an autoresponder. This tactic can buy your team time to finish up a previous interaction or send an email, yet it shows you’re on top of the interaction and will be back soon.

Here’s our template for a ticket received autoresponder:

Thanks for texting {Brand Name}. An agent is reviewing your question now. We’ll get back to you shortly :)

Introduction message template

The introduction message is the point where your autoresponder or chatbot passes off the reins to a human agent. It’s the first point of personalization, and you want to make a solid impression. Still, your agents don’t need to be typing these out every single time. Use a template like this one to break the ice (just with a little less repetitive stress injury):

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Thanks for messaging us. What can I help you with today?

Agent introduction template for SMS

Hours of operation template

There are two frequent scenarios where an hours-of-operations text makes sense. One is as an answer for when customers message you on social media or elsewhere just to ask when you’re open. In those cases, use this template:

Hello, {Customer First Name}! I’m {Your Name} from {Brand Name}. Our hours of operation are Monday through Friday, 9 a.m. to 8 p.m. Best, {Your Name}

The other scenario is when a customer reaches out via a messaging channel and there’s no one on the other end. If your helpdesk isn’t open 24 hours a day, use a template like this when the team isn’t live:

Hello, {Customer First Name}! Our live chat helpdesk is open {list hours}. You’ve reached us outside those hours. Leave a short message here and we’ll get back to you tomorrow.

By the way, if around-the-clock coverage is a goal of yours, you might be interested in introducing contact forms into your live chat widget. These forms let you keep your live chat on 24/7 and, when nobody’s available to answer, they ask customers for contact information so you can be sure to follow up. Learn more about Gorgias’ automation add-on and contact forms.

Order status template 

This one’s pretty obvious: You want to let the customer know the status of an order, and there’s no reason to manually type a whole message to do it.

Use this template when a customer asks for their order status. You can create variations of this one for delays or other order status updates, and even customize it further to include tracking information.

Hey {Customer First Name}, great news: Your order has shipped! It will arrive on {delivery date}. Let me know if I can help you with anything else!

SMS template for order status requests

Payment reminder template

Customers with recurring subscriptions sometimes forget the frequency they sign up for or when their next payment will be. Use this template if customers frequently ask your brand when their next payment is:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your next payment of {amount} is coming up. Your card on file will be charged {due date}. Questions? Reply here or call {phone number}.

Pro tip: While there’s nothing inherently wrong with soliciting payment via SMS, many consumers will view this with suspicion. Text channels may not be the best avenue for inviting bill payments or collecting credit card information. It could also lead to more cancellations, which makes it a balancing act, though customer clarity is important to have. Always track the impact of changes to your process and be mindful of how new touchpoints could affect it.

Deals or rewards template

If you’re trying to build brand loyalty or win back an upset customer, sometimes a simple discount code can go a long way. At the end of an SMS conversation, there may be times when you can surprise and delight customers by sending over an exclusive deal. Here’s a template (though you’ll certainly need to customize this one further to fit the details of your offer):

{Customer First Name}, thanks for being such a loyal customer. We’d like to give you {details of the offer}! Click to redeem: {short URL}

Refund issued template

Refunds happen, and they don’t always require a massively complicated interaction with your contact center. If you’re able to resolve a ticket and issue a refund with a simpler interaction, this template can finish the one-to-one portion of the encounter. 

Notice the template specifies that the interaction will finish up asynchronously (via email). It’s a great way to tie off the synchronous, real-time interaction and lead the customer right to the next step (check your email.) 

Here’s the template:

Hey {Customer First Name}! We’ve issued a refund for your last order. We’ll send all the details to your email, but feel free to let me know here if you need anything else.

SMS template for refund issued

Pro tip: You can tie discounts and future order credits into this template, but make sure your entire team is aligned on your official policy as you update the Macros to match it. You may also want to have different tiers of intervention (and offerings) depending on the severity of the issue.

Customer check-in template

The customer check-in is another asynchronous message that occurs outside of an active conversation. Perhaps the customer walked away from a previous encounter or seems to be stuck on the customer journey based on other CRM data.

Whatever the reason, a gentle, well-timed message can sometimes get the customer back on track.

Here’s a model:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Just checking in to make sure everything is working well for you. If you have any issues with our {products/service} or need anything else, let me know!

Templates for SMS marketing and relevant integrations 

Though a customer service platform can handle the above templates, you’ll likely want to expand even further through additional integrations with the platform. If you take that approach, here are some opportunities that open up:

Discount template

If you’re running a sale or trying to drive traffic to your site, a great way to do so is by texting a discount code to customers on your SMS list. Because their phone is probably close by, it’s great way to promote your sale and make sure it gets noticed. Here’s a template you can use (but remember to update with your own promotion!): 

Flash sale, this weekend only! Up to 40% off, including our latest collection. Shop now: {insert URL} 

Discount template for SMS

Appointment reminder template

Medical offices and other organizations that schedule appointments or meetings can bolster attendance and reduce no-shows by providing yet another reminder — one that reaches patients and customers directly via phone.

If your SMS system supports it, you can invite an auto-reply to confirm or cancel an appointment, too. Use this template:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your appointment is scheduled for tomorrow at {appointment time}. See you then! Reply Y to confirm, N to cancel.

Order confirmation template

Order confirmation messages simply confirm that your business has received and is processing a customer order. These don’t typically take place during an active one-to-one customer service interaction. Instead, they’re sent automatically and asynchronously, whenever the order confirms.

Still, you can set them up as personalized messages and enable replying so that, if something happens to be wrong, the customer knows how to reach out.

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your order #{order number} has been received, and we’re working on it now! We’ll message you again when it ships. Questions? Reply here.

Order confirmation template for SMS

Pickup notification template

If you’re in an industry that offers pickup services (whether curbside pickup, custom goods like eyeglasses, or anything else), a text message is a great way to let someone know their order is ready for pickup. SMS reaches customers when they’re on the go in a way that email frequently doesn’t.

Here’s an example:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your recent order #{order number} is now available for pickup at {location}. Stop by to grab it anytime today before {closing time}!

Survey or poll template

This message asks your customers to respond to a survey or poll. It’s a data-gathering tool that can pull in responses from people who ignore your emails or the messages at the bottom of store receipts. Try a script like this:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. We value your opinion as a customer and we’d love specific feedback on {topic}. Here’s a 5-minute survey: {short URL}

Membership renewals template

Membership renewals, like payments, ought to be set up as automatic occurrences. Still, it’s helpful to remind a customer that a charge will hit their bank account soon — you don’t want to track down non-payments, and you don’t want angry customers who weren’t prepared for a bill.

Here’s an example:

Hi, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your annual membership renewal is coming up on {date}. Your card on file will be charged on that day.

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Is conversational and SMS customer service right for your business?

At Gorgias, we believe any industry can find value in conversational support, though some industries and brands will get more bang for their buck with these channels. 

For ecommerce brands that deliver physical products, conversational support is a no-brainer. Imagine your customers get shipping updates via SMS and can just respond to the message if the package isn’t delivered correctly to get immediate help. No need to open up a laptop and log into a support portal or compose an email.

If you’re on the fence about offering conversational customer support, consider whether any of these points are relevant for your business:

First, consider your primary audience. If you sell to millennials and Gen Z, conversational customer service deserves serious consideration. These groups value speed and convenience more than anything: Millennials prefer live chat over every other channel, and 71% of people between 16 and 24 agree that faster customer service would drastically improve the shopping experience.

These two generations grew up texting. It’s a very natural communication style for them, so they’ll feel right at home texting and DMing your brand. They’re also absolutely massive groups — combined, they make up a staggering 42.3% of the U.S. population.

If you’re targeting an older generation, texting may not feel as natural. They have a higher tendency to prefer email or phone, although that’s changing by the day.

Is your marketing team already sending SMS campaigns?

One of the biggest hurdles to implementing conversational support is getting the systems, hardware, and staff in place to respond to SMS texts and messaging app requests at scale. If you’re already sending SMS marketing campaigns, then you already have some of that infrastructure in place.

So, if you’ve already made the investment in SMS for marketing purposes, then integrating messaging with your customer service platform and team requires minimal additional investment.

Fortunately, your helpdesk and SMS marketing software may integrate to give you a centralized way to spark conversations if customers reach out via text or respond to SMS campaigns. With Gorgias and Klaviyo, for example, customer responses to SMS marketing campaigns get assigned directly to an agent for fast response times.

Klaviyo Gorgias integration example

Are customers abandoning conversations on other channels? 

One of the benefits of messaging is that customers don’t have to stay on the phone or by their computer — they can easily continue talking even if they have to take the dog out, go to work, or even fall asleep and respond in the morning. Plus, while email conversations often span multiple days which is frustrating for customers with simple requests, requests on messaging channels usually get resolved before customers lose interest or patience. 

If you notice that your brand currently sees lots of unresolved email threads or phone calls, you might need to offer customers a more convenient and flexible channel to talk to your team. This is a perfect use case for SMS and other messaging channels.

Are you already active on related channels?

It’s important to show up where your customers are. That’s why most brands post and engage with customers on social media pages. But if you’re posting on social media and not providing support to customers who reach out via DM, you’re missing a big opportunity. 

By adding conversational support via Facebook Messenger and Instagram and Twitter DMs, you can maximize your presence on those platforms and provide an omnichannel customer experience for both existing and prospective customers.

Are you struggling to gather customer feedback?

We often discuss the importance of customer feedback to monitor brand perception and constantly improve the product and customer experience. But as most brands know, getting feedback via email can be a challenge because of low survey open rates and lack of follow-up from customers. 

Business texting lets you ask your customer base for feedback on a channel they are less likely to ignore. Text messages have a whopping 98% open rate. Consider sending CSAT, NPS surveys, and other requests for customer feedback on this channel to raise your response rate for more accurate customer support metrics. Of course, with great power comes great responsibility: Spamming customers will quickly damage customer relationships, so don’t send too many messages to their personal devices.

What to look for in text messaging tools

SMS customer service is an avenue that customers are growing to expect. But managing yet another communication channel — much less one that demands real-time responses — takes careful planning.

Implementing a messaging strategy requires using tools built for that purpose. Some customer service messaging platforms offer SMS support natively, while others integrate a third-party SMS integration tool to add this functionality. 

As you consider the available options, make sure the one you choose offers the features you need. Some tools are full-fledged SMS marketing solutions. Others focus specifically on SMS as a support channel.

It’s easier for most businesses to use an all-in-one customer service platform like Gorgias to support an omnichannel approach. With this kind of helpdesk platform, SMS tickets can be handled in the same feed as your other tickets and benefit from the same workflows and automation.

Customer service helpdesk with SMS

Here are some other features your customer service tool needs to have to handle SMS ticket effectively:

  • Conversation history (for SMS and other text-based channels like Facebook Messenger or webchat) so your agents know what this client has asked about or needed support for in the past
  • Ability to create and customize macros as replies to SMS questions
  • Ability to send and receive images or videos (this is great if your support teams need to see the damaged item to issue a refund, for example)
  • Routing or triaging capabilities to make sure SMS conversations don’t get lost in a queue of tickets
  • Integration with other ecommerce tools so your agents have all the context they need to reply in a single space (e.g., surfacing Shopify customer data or CRM data during a support interaction)
Logos of Shopify, Recharge, ShipBob, and others to power up your messaging and customer service

Ecommerce SMS marketing tools to complement your customer experience

As we mentioned earlier, SMS marketing lets brands connect with consumers in a personalized and measurable way, just like with customer service. According to Attentive, average read rates of 97% within 15 minutes make SMS a prime channel for connecting with prospects and customers.

If you’re looking for the right SMS marketing tool to work in tandem with your new SMS customer service channel, consider these four leading tools. Each one integrates with Gorgias, along with most of the rest of your tech stack.

Gorgias, Klaviyo, Attentive, Postscript, and Yotpo SMSBump

Each tool offers a slightly different feature set. Revisit the list of features we compiled earlier in this article to help determine which are the most important to you, then vet these four tools against your customized list.

  • Klaviyo, a Gorgias preferred partner, is a leading customer data and marketing automation platform that leans heavily on SMS communications. Automatically create tickets in Gorgias if customers reply to Klaviyo SMS messages, and send Gorgias events into Klaviyo to create targeted audience lists based on support experiences. 
  • Attentive, also a Gorgias preferred partner, sends automatic text messages to your subscribers at each step of the customer lifecycle. It collects real-time behavioral data on customers as well, and the Gorgias integration allows you to see that customer data within the Gorgias sidebar. If a customer replies to an Attentive SMS, it’ll automatically create a ticket in Gorgias for agents to reply to. 
  • Postscript is an SMS messaging tool that drives revenue growth and improves the customer experience over SMS. If a customer replies to a Postscript SMS, it’ll automatically create a ticket in Gorgias for agents to reply to.
  • SMSBump is a D2C focused SMS customer journey automation tool by Yotpo that boasts powerful results: 45% conversion rate and 25x ROI for D2C brands. By connecting SMSBump with Gorgias, tickets will automatically be created if customers reply to SMSBump campaigns. 

Integrate your SMS tool with your helpdesk for a seamless customer experience

Integrating any of these SMS marketing tools with Gorgias is a great way to unify your marketing and support efforts to improve the overall customer experience.

For example, if customers respond to an SMS marketing blast from a tool integrated with Gorgias, the response gets brought into the helpdesk. The agent can see the initial marketing message and the customers response, so they can answer any follow-up questions. It's like an alley-oop from your marketing to your support team.

Also, these integrations help your marketing team be more aware of active support conversations to avoid tone deaf marketing. For example, by integrating Gorgias and your SMS marketing tool, you can pause marketing campaigns on customers awaiting a response from support. (Nobody wants to get marketing messages if they're waiting on a delayed order, or troubleshooting their last purchase).

Message your customers in real time with Gorgias

Customer service messaging across a wide range of message-based platforms can be a powerful addition to your customer service channels. Of these, the SMS channel is one of the most powerful options for businesses that want to reach customers directly where they are.

The scripts and tools provided in this guide should put you well on your way toward a successful SMS support rollout. But make sure that at the core of your customer service operation, you have a platform robust enough to handle everything you need to do — and whatever functionality you might add in the future. For more examples and tactics to launch a successful rollout of SMS support, check out our playbook of Berkey Filters, an online store that released SMS support to great adoption.

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Gorgias is the customer support and helpdesk platform built for ecommerce businesses like yours. Our live chat tools and 150+ integrations equip you to reach your customers — whenever and however you choose.

See how Gorgias supercharges customer support and helpdesk via SMS. Alternatively, check out more information about our integrations with:

Chatbot vs. Live Chat Software: What's the Right Solution?

0 min read . By Lauren Strapagiel
By Lauren Strapagiel

Imagine leaving your angriest customers to spar with an automated script in your website’s chat window. Now picture your support team reading “Where is my order?” for the hundredth time and glancing at the clock, only to find six hours left in the workday. 

Who do you think is more frustrated?

Luckily, you won’t have to answer that, because these are completely avoidable problems. Once you learn the important distinctions between chatbot software and live chat software, you’ll understand how to use them both more effectively and lower blood pressures across the board.

Chatbots rely completely on automation and artificial intelligence (AI) while live chat software connects customers with human agents via a real-time chatbox. A third option, self-service chat, is an appealing alternative.

To determine which solution(s) is best for your business, let’s compare chatbots and live chat software and go through the top use cases for each.

What is live chat software?

Live chat support connects customers with human support agents who can answer their questions and assist them with any issues. When a customer opens the chat box on a live chat support solution, they are connected with a real person from the company's customer support department. 

Support agents then use live chat messaging to address customer inquiries and walk customers through the solution to their problem. 

Interested in getting live chat software? Check out one of these lists for tailored recommendations:

Pros and cons of live chat

Pros:

  • Live agents have the knowledge base to answer complex queries and customer issues 
  • 73% of customers state that live chat is the most satisfactory form of customer communication with a company
  • Enables multitasking for support agents so they can assist multiple customers at the same time
  • The personalized touch of a real human can go a long way toward improving your customer satisfaction
  • Support agents can find opportunities to convert visitors or turn support interactions into additional sales 

Cons:

  • Not available after-hours when your customer team is off the clock
  • More expensive to employ agents to respond to chats
  • Responses will be slowed down by high volume which impacts resolution times
  • Much of your agents’ time will be spent answering the same simple questions over and over

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What is the difference between chatbots vs. live chat?

Unlike live chat software, chatbot software doesn’t connect customers with human agents. Instead, chatbot software connects customers with a chatbot that utilizes AI and machine learning to provide natural language answers to common questions. 

Automation assists customers with less complex issues and provides quick answers. Chatbot technology enables companies to reduce their average response time, and frees up support agents to focus on more complex queries.  

Pros and cons of chat bots

Pros:

  • The ability to answer questions 24/7 without paying for agents to work around the clock. According to a survey by Drift, 64% of customers say that 24/7 service is the best feature of chatbots. 
  • Chatbots offer instant responses to common questions like pricing inquiries, improving customer experience with quick resolutions to common issues
  • Chatbot solutions are a highly cost-effective option, as they allow companies to resolve more customer issues without having to hire new customer support reps
  • By answering commonly asked questions and resolving simple issues, chatbot solutions can free up support agents to focus on more complex questions

Cons:

  • Chatbots can’t handle complex inquiries requiring human intervention
  • Automated responses are a colder, less human form of communication, which can impact customer satisfaction
  • No opportunity for agents to elevate an inquiry into an exemplary customer experience, such as offering personalized live chat offers
  • Customers will become frustrated if the chatbot can’t properly answer their questions or solve an issue

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Live chat vs. chatbots: Evaluating their strengths to help you choose the right one (or both)

When comparing chatbots with live chat solutions, it's important to recognize that each category offers its own unique advantages. Many companies choose to employ both live chat and chatbot apps on their ecommerce websites. 

With that in mind, let's explore the strengths of each solution.

Response times and customer expectations 

One of the biggest advantages of chatbot solutions is the fact that they allow for immediate responses to customer inquiries. Live chat solutions can also help companies reduce their wait times, though not to the same degree. 

Chatbot advantage: Answers are immediate

According to data from HubSpot, 90% of customers rate an "immediate" response as important or very important when contacting customer service, with 60% of customers defining "immediate" as 10 minutes or less. 

With a chatbot app, offering immediate response times to customer queries is a much more attainable goal. Best of all, these immediate response times are a 24/7 offering for customers, whereas live chat agents may not always be on the clock. 

Live chat advantage: Solve complex issues

The problem with relying solely on chatbots to reduce customer wait times is the fact that even the best and most intelligent chatbots are often unable to resolve complex issues. Chatbots are excellent at pulling information from internal databases to answer common questions, such as providing the status of a customer's order or editing it.

But for uncommon questions or complex issues, a chatbot alone may not be sufficient. Because they can only handle one thing at a time, it can take forever before you get all of your questions resolved.

Solution: Use both chatbots and live chat

Many companies use chatbots alongside live chat support. This allows businesses to offer both immediate responses, as well as more in-depth support for complex issues. 

For example, a customer may first be connected with a chatbot that provides instant responses to their query and assists with gathering initial information. If the chatbot determines the customer's question or issue is too complex to resolve, the customer is then connected to a support agent via live chat. 

This combination is an ideal solution for many companies, allowing them to quickly resolve common issues without the need for a live chat agent. At the same time, customers have the option to speak with a real person in cases where assistance from a chatbot alone isn’t sufficient. 

Human touch and personalization needs 

While chatbot apps can help reduce customer service wait times and the number of customer service reps needed, many customers prefer speaking with a person. 

Live chat advantage: The human touch

A CGS study found that 86% of customers would rather interact with a human agent than a chatbot. Further, 71% of customers say that they would be less likely to purchase from a brand that did not have real customer service representatives available. 

Chatbot advantage: AI learning

Chatbots have come a long way toward replicating natural language and determining customer intent for better customer engagement. Today, the best chatbot applications can come quite close to sounding like actual human beings. 

Chatbots leverage AI and machine learning to deliver personalized responses, as opposed to only “canned” responses, and can better serve your customers. 

Solution: Use both chatbots and live chat

Even the most advanced chatbots still fall short of a live representative when it comes to delivering a personalized, human touch. They’re also lacking when it comes to handling more complex questions or customer issues. 

Once again, a combination of automation and live chat support is typically the best approach. 

Live chat conversion and sales.

       

Consistency and accuracy

Chatbots and live chat applications have unique advantages when it comes to delivering consistent and accurate responses to customer queries. 

Chatbot advantage: Consistency

Chatbots are excellent at delivering consistent, on-brand messaging. They can be programmed to systematically follow templates or scripts to provide a consistent customer service experience. 

When working with human customer support agents, this high degree of consistency can be a little more difficult to achieve. 

Live chat advantage: Accuracy

While live chat support may not offer the same consistency as chatbots, human support agents do tend to be more accurate when determining the intent of the customer they are assisting. 

For example, a simple spelling error can sometimes confuse chatbots, whereas a human customer support agent would be much more likely to look past the error and correctly figure out what the customer needs. 

A human agent is also much more likely than a chatbot to accurately interpret questions that are worded strangely. 

Solution: Use both chatbots and live chat

For companies that are choosing between chatbots and live chat support, it’s a question of whether they’d like to prioritize consistency or accuracy. This is yet another reason why a combination of chatbots and live chat support is often the best solution.

More chat features to provide self-service support without the bots

Many of the issues your website visitors have with bad chatbots involve their mimicry of support from real people. It’s easy to tell when you’re chatting with a robot, but it’s not always made clear to you by the chat widget.

But there’s a third chat option that you should consider in addition to live chat and chatbot software.

Self-service chat options make it clear to your customers that they are receiving automated help. By presenting menus instead of imitating a human conversation, self-service customer support empowers customers to find the answers they need on their own.

It’s a win-win, because the customers get the answers they need in real time, at any hour. And your team can focus on support tickets that are more important to the business.

Here are a few ways self-service chat options can work.

Self-service order management

Up to 30% of incoming customer service tickets are shipping status requests. With self-service order management in the chat widget, customers are empowered to make these queries on their own — providing fast answers and reducing your support tickets.

These automated options are easy to add with Gorgias. This self-service adds buttons to the chat widget to automatically:

  • Track an order
  • Return an order
  • Cancel an order

Quick service with chat automation provides quick, responsive customer service, which means better customer experience and a positive impact on revenue.

Barcelona-based shoe brand ALOHAS added self-service order management flows with Gorgias after experiencing a high chat volume. This allowed customers to find information on their own without a human needing to respond.

Here’s how a “track order” request looks in action:

Order management in live chat.
ALOHAS
         

Quick answer flows

When using a chat widget, you’ll notice the same questions come up again and again. You can satisfy those FAQs by adding quick answer flows into the chat widget.

These automations can be set up in the widget for questions like:

  • What is your shipping policy?
  • Are there any discounts available?
  • Do you have any new products?
  • What materials do you use?

These automations can be customized for whatever FAQs are most relevant to your ecommerce store.

Here’s how it looks, for example, when an ALOHAS customer wants to find out more about the brand’s shipping policy.

Quick Response Flows in chat widget.

         

Luxury jewelry brand Jaxxon has used these self-service quick responses with great success. The customer service team found themselves overwhelmed with customer questions and unable to respond as quickly as desired.

Jaxxon upgraded their live chat widget with Gorgias Automate with Quick Responses for customers. The result, combined with using Gorgias’ helpdesk, reduced live chat volume by 17% and lifted the on-site conversion rate by 6%.

Self-service in chat.
Jaxxon
         

Autoresponders

Even when a customer chooses to type out a question, automation can be used to provide quick, customized service through the chat widget.

Gorgias can detect questions that come in through chat and provide automatic answers using Rules and Macros.

Here’s how the flow works:

  1. Intact detection scans the incoming message.
  2. Rules is triggered when a relevant message is found (such as some asking about where their order us) is responds to the customer.
  3. Macros is where you create the templated response sent to the customer. The Macro can be set up to pull in a customer’s unique information like order number, their name, and their tracking code.

The best part is this can not only be used for chat, but for responses to tickets coming in through other communication channels like email, social media, and SMS.

Keep customer service running 24/7

With Gorgias, you can make sure your chat widget isn’t missing a single ticket, even if your customer support team is offline.

First, you can set up your business hours to correspond with when you have live chat available. This will show up on your site’s chat widget by either showing the current status as online or offline.

From there, you can create automated responses for whether you’re offline or online. During business hours, this message can tell customers you’ve received their request and give a time by which they can expect a response.

After business hours, the responder can tell customers that although you’re offline, they can expect a response during the next day’s business hours via email.

Offline mode in live chat for follow-ups.
Absolute Collagen
         

You can also use a contact form which turns a chat into an emailed ticket. This is great to use after-hours and to make sure chat requests don’t get lost overnight. 

Combine automation and human interaction for the strongest customer experience

The use of automation within customer service is multifaceted. As we discussed earlier, a human touch is critical for many customers, and speaking with an automated chatbot can be a turn-off. However, automation certainly has its place in the customer service process.

On the customer’s side, starting with self-service chat helps them receive quicker customer support at scale — a more satisfying experience. On your team’s side, automation allows for sorting, segmenting, and prioritizing tickets.

When self-service chat can’t solve an issue, someone from your support team can easily step into the conversation. You can use Macros — scripts that automatically bring in the customer’s information — to scale the human touch on your support team.

So in reality, it’s not automation vs human support. These are two complementary tools that work better together. And the result is a stronger and faster customer experience for your website visitors, which can increase your conversion rate by as much as 12%.

Still not convinced? In 2021, brands using the Gorgias chat widget generated an average of $38,702 from conversations involving chat. We have a whole post on live chat statistics that can help illustrate the impact our chat widget can have on your business.

Gorgias brings intuitive live chat to your ecommerce business, alongside your other channels

If you’re an ecommerce business looking for an all-in-one customer support solution that includes live chat support and AI-powered chatbots, Gorgias is your one-stop shop. 

Our algorithms are trained on hundreds of millions of ecommerce tickets, so you can be sure your customers are getting the right responses every time. 

Plus, you can manage both live chat and chatbot conversations in the same dashboard that you use for all your other channels, including phone, email and major social media platforms. Bring in chat from other channels, including Facebook Messenger. We’ll even be supporting Whatsapp in early 2023.

Our customer support platform is available for Magento, Shopify, and BigCommerce users.

Read more about our chat offerings by clicking here.

9 Ways To Improve Your CSAT Score and Response Rate

0 min read . By Bri Christiano
By Bri Christiano

Every year, businesses lose a total of $75 billion due to poor customer service. To prevent bad experiences with support from limiting your company’s growth, you need to prioritize improving customer satisfaction with a fast, low-effort, and helpful customer experience. 

Most brands would agree that customer satisfaction is important, but few realize just how much interactions with customer support matter for your revenue. In our analysis of over 10,000 online businesses, we found that raising CSAT score by just one point — from 4 to 4.9 — lifts overall revenue by 4%. 

In this article, we’ll dive deep into a metric that tells you a lot about your company’s customer experience and revenue potential: customer satisfaction score (CSAT). We’ll offer nine strategies to help you measure and boost your CSAT score, and share some tips to get more customers to rate their satisfaction so you have the best data to work with.

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The most important ways to improve CSAT scores and response rates

If you're looking for a quick summary, you've found it! Here are the top ways to raise CSAT and response rates:

  • Review CSAT scores under four and look for common themes
  • Reach out to low-scoring customers and ask them follow up questions
  • Automate repetitive tasks to free up time for agents to help with more complex or unique questions
  • Look for opportunities to improve the product experience and customer journey beyond the agent level
  • Automate CSAT surveys after positive customer service interactions
  • Personalize your CSAT email or incentivize longer CSAT responses

What is customer satisfaction (CSAT) score?

Customer satisfaction (CSAT) score is a customer support metric that measures how a customer feels after an interaction with your brand’s customer support. Brands measure CSAT by sending out customer satisfaction surveys as a follow-up to customer service interactions. The survey simply asks customers to rate the interaction on a scale from 1 to 5, 1 being the worst and 5 being the best.

An illustration with thumbs up and thumbs down, with CSAT in the middle.

While customers rate the interactions between 1 and 5, many company’s run scores through a formula that will spit out an overall CSAT score somewhere between 0 and 100. However, we at Gorgias keep CSAT simple and just average all CSAT responses for an overall score from 1-5. Our recommended goal for CSAT is 4.8.

On top of the numeric score, CSAT surveys also usually include a field for customers to explain why they chose that rating. This qualitative feedback is a hugely important benefit of measuring CSAT because they help you understand your customer support’s strengths and weaknesses.

CSAT Formula

One way to calculate your overall CSAT score is to divide the number of respondents who rated their interaction as 4/5 or 5/5 by your total number of CSAT survey responses. Then, multiply by 100. The number you are left with is your company's overall CSAT score.

The CSAT formula: divide the number of respondents who rated their interaction as 4/5 or 5/5 by your total number of CSAT survey responses. Then, multiply by 100

For example, if you have 500 CSAT responses and 400 of those responses are positive (4/5 or 5/5), then your CSAT score is 400/500 x 100 = 80.

However, you can also keep things simple by taking the average of all your CSAT responses and using that as your CSAT score. That’s what we do at Gorgias: If a company’s CSAT responses are 50% 4 and 50% 5, their overall CSAT score is 4.5.

What’s a good benchmark for CSAT score?

The average CSAT score varies from industry to industry, but here’s a general breakdown of CSAT score by industry:

A breakdown of good CSAT scores for industry.
Source: Retently
  • Consulting: 85
  • Healthcare: 79
  • Ecommerce: 74
  • Digital marketing agencies: 67
  • B2B software and SaaS: 65
  • Education: 47
  • Consumer services: 20
  • Communication and media: 16

As mentioned, we at Gorgias simply average all CSAT responses to result in a score from 1-5. We recommend our customers, all of whom are ecommerce merchants, aim for a CSAT score of 4.8.

That said, if your CSAT score doesn’t line up with your industry, don’t be discouraged. Every brand starts somewhere. Rather than focusing on your industry’s benchmarks, focus on the changes you can make to improve your CSAT score one point at a time, month after month. You might even see your CSAT score shoot up when you start collecting more responses or start tweaking your customer service offerings. 

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9 strategies to improve CSAT score fast

The main point in tracking your CSAT score is to look for ways to improve it. If you would like to start creating more satisfied customers, here are nine effective tips to try:

  1. Audit CSAT scores under 4/5 and look for common themes
  2. Use natural language processing (NLP) to find common themes in CSAT feedback
  3. Reach out to low-scoring customers for deeper feedback
  4. Create a system to measure ticket quality objectively
  5. Bolster your customer service training and resources around problem areas
  6. Automate repetitive tickets to free up more time for agents
  7. Look for opportunities to improve the product experience and customer journey beyond the agent level
  8. Implement customer service best practices like omnichannel, proactive, and self-service support
  9. Activate instant messaging channels like live chat, social media DMs, and SMS

1) Audit CSAT scores under 4/5 and look for common themes

Positive CSAT survey responses are great, but negative responses tend to offer the most value. Auditing CSAT responses lower than 4/5 can help you identify common themes and issues harming customer satisfaction.

If you use Gorgias, you can go to Statistics > Satisfaction to see every single ticket in chronological order and investigate tickets four stars and under:

A list of CSAT responses from the Gorgias platform, all rated from 1-5 stars.

Jot down common themes that pop up and tally up the number of tickets that mention those issues: Wait times, unclear answers, and unresolved product issues are all common offenders. Issues with lots of tallies are likely to be high-impact opportunities for improvement. For instance, if long wait times are a common theme in your negative CSAT responses, then you know what your support team will need to do in order to improve customer satisfaction — find ways to reduce wait times.

2) Use natural language processing (NLP) to find common themes in CSAT feedback

As your brand grows and receives more tickets, analyzing every single low-scoring CSAT response may not be possible. If you don’t have an internal team to help you analyze large amount of data, a thematic analysis tool that uses natural language processing (NLP) can quickly scan all your tickets and look for common themes.

Here’s how the process works:

  • Download all your CSAT scores — if you use Gorgias, you’ll find a CSV download button in your Satisfaction dashboard
  • Run your downloaded file through a thematic analysis tool like Thematic
  • Watch the tool turn a mountain of scattered responses into a list of common keywords, pain points, and themes 
  • Study those themes to gain important insight into your customers’ needs

Just like we described above, these themes help you isolate one or two areas to work on at a time, which is the most strategic way to improve your CSAT score.

3) Reach out to low-scoring customers for deeper feedback

CSAT surveys are great for forming a general idea of a customer's satisfaction level, but they don't always tell you everything you need to know. Even with the open-ended field, you may not get much detail about why customers pick a certain rating. In cases where customers give your company a low CSAT score, reaching out to them to get detailed feedback could reveal more about how you can prevent low scores in the future.

4) Create a system to measure ticket quality objectively

One issue that may cause lower CSAT scores is poor or inconsistent responses coming from your team. Creating a detailed rubric that breaks down what a quality ticket response looks like can provide both a valuable template for your agents and a more comprehensive system for objectively measuring ticket quality. By aligning your team’s efforts around this kind of rubric, you’ll be much closer to providing satisfying responses to all customer inquiries. 

In the rubric, you can include aspects like response time, accuracy (with company policy), alignment with brand voice and tone, and anything else you believe contributes to a great customer service interaction for your brand. 

What causes customer satisfaction? Speed, helpfulness, correctness, and friendliness (or adherence to brand tone).

While the purpose of the rubric is to help agents create responses that get high satisfaction scores, that may not always be the case. For example, if your brand voice is very punny and whimsical, a response with lots of puns will score high on the rubric. However, that ticket might not be clear enough to be satisfying for the customers. If you notice that interactions score high on your rubric but low on CSAT, then you may need to update the rubric.

5) Bolster your customer service training and resources around problem areas

Once you use CSAT surveys to identify areas with room for improvement, it's time to put that data into action. Bolstering your customer service training and resources can help you eliminate specific issues harming the customer experience and improve your CSAT score.

Creating an internal knowledge base so that agents have easy access to the information they need to assist customers can be one effective way to bolster the quality of your customer support. Providing your agents with templated responses is another way to ensure that every customer interaction is satisfactory and on brand.

6) Automate repetitive tickets to free up more time for agents

When agents have more time to give each support ticket their undivided attention and A+ effort, customer satisfaction is bound to improve. But chances are that most tickets that your company receives don't actually need an in-depth response from a live agent. And if those repetitive tickets take up too much time, agents won’t be able to take the time to give a high-quality response when it’s needed.

Support tickets such as "where is my order?" inquiries, common product questions, and other repetitive tickets take time and resources away from more complex tickets requiring a more detailed and personalized response. 

By using Gorgias to create automated responses to these repetitive tickets, you can free up time in your support team's daily schedule so that they can put more focus and effort into high-value or complex tickets. Specifically, you can use:

7) Look for opportunities to improve the product experience and customer journey beyond the agent level

Customer satisfaction doesn't begin with customer support, and it doesn't end there, either. Along with boosting customer satisfaction by improving your customer support quality, you can also improve your CSAT score by searching for opportunities to improve the customer experience beyond the agent level.

This can include: 

Of course, your support team will need to pass along customer feedback with ideas to improve the product and customer experience. Check out our post on collecting and sharing customer feedback for tips.

8) Implement customer service best practices like omnichannel, proactive, and self-service support

Meeting customer expectations regarding customer support is one crucial key to high CSAT scores. Consider incorporating customer support best practices like the following three suggestions to meet those customer expectations.

Omnichannel support is the strategy of creating and uniting customer touchpoints on many channels: email, social media, SMS texting, and more. An omnichannel approach gives you more chances to meet customers where they’re at. Plus, with a helpdesk that combines all of these channels, you can easily manage incoming messages without having to spend half your day switching between windows.

Omnichannel support connect all customer touchpoints, like email, social media, SMS, and more.

Customer self-service is any tool or resource that helps customers answer questions without having to reach out to an agent — resources like FAQ pages and knowledge bases, self-service flows, or chatbots. 88% of customers expect self-service resources because they are fast and low-effort. Fortunately, self-service resources also reduce the number of repetitive tickets your agents receive on a day-to-day basis. 

Self-support improves CSAT through automation, how-to content, and knowledge bases.

Proactive customer service is a strategy to reach out to customers before they think to reach out to support. Common self-service tactics include live chat campaigns that ask customers if they need help while browsing your site or welcoming customers with a DM when they follow your social media profiles. Proactive customer support gives you more opportunities to answer customer questions, offer discounts that boost your conversion rate, or find new ways to make happy customers.

Boost sales by proactively chatting customers to suggest products, answer questions, and offer discounts.

9) Activate instant messaging channels like live chat, social media DMs, and SMS

Slow response times are another common customer support issue that can harm customer satisfaction. If you notice that long wait times are a recurring complaint in your low-scoring CSAT responses, introducing touchpoints that allow fast, one-to-one interactions can lower your response times (and hopefully, by extension, your CSAT score). 

The most effective of these conversational channels include live chat, social media DMs, and SMS texting. These real-time support channels enable your agents to quickly handle multiple tickets at a time, without hours of delay, which is common in emails. 

If you have the bandwidth to keep up with these channels, they can dramatically improve response times and resolution times. That said, be sure you’ve hired enough agents to respond to requests on these live channels within the first few minutes to keep your customer experience great.

Customer service messaging channels include SMS, live chat, DMs, Facebook Messenger, and WhatsApp

Tips to improve CSAT survey response rate

CSAT survey responses are valuable, and collecting as many of them as possible is important. However, customers aren't always going to jump at the opportunity to fill out a survey. To improve your CSAT survey response rate and start collecting more valuable customer feedback, here are a few effective tips:

  1. Automate CSAT surveys after customer service interactions
  2. Send CSAT surveys while the interaction is still fresh
  3. Keep CSAT surveys simple — at least 90% of the time
  4. Make the survey visual
  5. Personalize your CSAT survey email
  6. Give incentives for CSAT responses

1) Automate CSAT surveys after customer service interactions

You should send out a CSAT survey following every customer interaction. One great way to ensure that every customer is sent a survey without further burdening your support team is to send these surveys out automatically.

With Gorgias, you can create CSAT surveys that send automatically following every customer service interaction, ensuring that every customer gets the opportunity to leave feedback.

Gorgias lets you send automated CSAT surveys a set time after every customer support interaction

2) Send CSAT surveys while the interaction is still fresh

Customers are more likely to respond to a CSAT survey when the interaction is still fresh on their minds. It is typically best to send out CSAT surveys immediately following a customer interaction.

The only exception is if you have a particularly complicated product, like a piece of software that the customer needs to set up. That’s because the customer might still need to configure something before they know whether or not your support team effectively addressed the pain point. But for most products, the sooner the better.

3) Keep CSAT surveys simple — at least 90% of the time

While detailed feedback is great, most of your customers won't be willing to answer dozens of survey questions. It's usually best to keep your CSAT surveys short and simple. A single question that asks customers to rank their satisfaction on a scale of 1 to 5, along with an optional form for providing more detailed feedback, is the tried-and-true best format for CSAT surveys.

With that said, there are certainly times when you will want to reach out to customers for more detailed feedback. We've already mentioned how reaching out to low-scoring customers can be a great way to identify issues and take another stab at satisfying them. However, it's best to use these long-form surveys and feedback requests as a follow-up to low-scoring CSAT survey responses instead of the initial survey.

4) Make the survey visual

Making it fun and interesting for customers to fill out your CSAT surveys can go a long way toward boosting your response rate. One simple way to make your surveys more appealing is to include visually engaging elements such as buttons, images, and stars:

A collection of CSAT responses

5) Personalize your CSAT survey email

Something as simple as including the customer's name in your CSAT survey email can add a professional touch to these emails and help ensure that customers don't mistake them for spam. Referencing the ticket number in question is another effective practice for personalizing CSAT survey emails.

6) Give incentives for CSAT responses (or long-form feedback)

It might not be sustainable long term, but offering incentives such as discount codes or gift cards for CSAT responses can certainly improve your CSAT response rate. If you can't afford to offer incentives for every CSAT response, offering incentives for customers to complete your more long-form feedback surveys can effectively gather more detailed customer feedback.

Why is keeping track of your CSAT score important?

We recommend all brands measure customer satisfaction and use CSAT scores as a key performance indicator (KPI) for the customer support team. That’s true whether you have a large in-house support crew, outsource to a call center, or are a one-person business. Regardless, keeping tabs on your customer satisfaction will pay off. Here’s why:

It’s a leading indicator of customer loyalty and revenue growth

According to Shopify data, even small ecommerce companies with less than four employees spend between $21 to $533 on average to acquire a new customer, depending on the industry. So if your strategy is too focused on customer acquisition — and not customer retention — you’re building a ship with a hole. In other words, you’ll leak revenue from existing customer churn and sink under ocean-sized acquisition costs.

A high CSAT score indicates you don’t have a hole in your ship: Your customer loyalty is high and you’ll stay afloat at a much lower cost. And the best way to keep customer loyalty high is to deliver a customer experience that satisfies your customers. 

In our CX Growth Playbook, which analyzed data from over 10,000 ecommerce merchants, we also found that raising your CSAT from 4 to 4.9 could raise overall revenue by 4%, thanks to the number of repeat purchases that follow high CSAT responses.

A graph that shows CSAT score raises repeat purchase rate by ~20% and lifts overall revenue by 4%.
Source: Gorgias

It measures the quality of your customer experience

Customer experience is complex and multi-dimensional. Everything, from the quality of your website’s FAQ page to the email customers receive after a purchase, stacks up into a customer experience that’s either satisfying or frustrating. 

Tracking CSAT scores is one of your best bets to measure the overall quality of your customer support experience. And measuring the quality of your customer support experience is the first step to identifying where you excel and where you have an opportunity to better satisfy customer needs.

It correlates to other customer service KPIs like FRT and AHT

CSAT scores tend to directly correlate with other important customer service KPIs such as first-response time (FRT), average handle time (AHT), average reply times, and resolution times. Tracking all of these KPIs gives you a fuller picture of your customer support experience. 

For example, if your CSAT score and resolution times start to fall but your response times are high, the takeaway is that your support team needs to focus on quality responses, not just fast ones. Low CSAT scores and resolution times indicate that your responses — even if they’re near-instant — aren’t solving customer needs. For example, a cause of this might agents blindly applying canned responses, or Macros, without updating information or making it relevant for the customer.

It helps you identify areas to train your customer service team

Tracking customer satisfaction can help you pinpoint the root cause of issues harming the customer experience, whether that’s slow responses, low-quality responses, or some other aspect of the customer experience that customers find dissatisfying.  For example, while auditing, you might find that many customers are upset about a discount code not applying at checkout. Only once you realize it’s a pattern might you realize that you’ve been communicating the wrong discount code to customers.

By measuring your CSAT and digging into themes across qualitative responses, you may be able to triangulate issues that need customer service training or new resources like a knowledge base. Plus, with the right helpdesk, you may be able to see CSAT broken down by a customer service agent so you can see which agents need additional training or quality assurance.

It surfaces customer feedback you can share with other teams

Above, we explained how you can use the customer feedback from CSAT surveys to improve your customer support service quality. However, you can also use it to improve other areas of your business, too. For example, your team can pass feedback regarding the product itself to your product development team. Similarly, feedback regarding your website can be routed to your marketing or software development team.

Don't use CSAT as your end-all-be-all customer satisfaction metric

A list of 12 KPIs to measure, like first-response time, resolution time, NPS, etc., all listed below.

CSAT is an insightful metric for customer support teams to track, but it doesn't tell the whole story about customer satisfaction. For example, you could have a high CSAT but never get to 10% of your tickets — those customers would not be satisfied but never get the chance to fill out a survey. Similarly, CSAT may give you a skewed sample population if only your most engaged and happy customers respond to your survey requests.

For that reason, keep an eye on other signals of customer satisfaction, like social media mentions and customer referrals. Other important metrics to track include net promoter score (NPS), first-response time (FRT), average handle time (AHT), and customer effort score (CES).

Gorgias developed a new metric called support performance score, which is our best shot at creating a single north-star metric that measures the overall quality of your support. Support performance score combines CSAT, first-response time, and resolution time to estimate how fast, helpful, and satisfying your support is. If you use Gorgias, you’ll find your support performance score in your Statistics dashboard:

Support performance score includes first-response time, customer satisfaction, and resolution time

By tracking multiple customer support and customer satisfaction metrics, you can form a comprehensive view of how satisfied customers are with your company and better identify areas where there is room for improvement.

Boost your CSAT score — and revenue — with Gorgias

Improving your ecommerce store's CSAT score can improve customer retention, boost referrals, limit negative reviews, and provide a wide range of other business-boosting benefits. 

From freeing up your team via automated responses to repetitive tickets to speeding up first-response times via SMS and live chat support, Gorgias enables you to move faster, make more happy customers, and grow your store. 

Our platform also offers tools for collecting and analyzing customer feedback automatically so that the valuable information you need to improve your customer experience further is always at your fingertips. See how our customer, Ohh Deer, uses Gorgias' live chat to maintain a 4.95 CSAT score (and generate $50,000 in revenue annually.)

Get started with Gorgias now to see how our industry-leading customer support platform can help you track and improve your CSAT score.

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