
The post-purchase experience is a crucial window of time that starts the moment after a customer checks out and completes a transaction on your ecommerce store. Clicking “buy” is not a finish line in the customer relationship: It’s the beginning of the next leg in the customer journey, from first-time shopper to (hopefully) loyal customer.
With the right tactics and strategies, ecommerce businesses create post-purchase experiences that proactively support these new buyers, strengthen the relationship, and nudge them to return to the store.
Follow these nine strategies to make your brand’s post-purchase experience more customer-centric and profitable.
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We define the post-purchase experience as any and all touchpoints a customer has with a brand from the moment the shopper completes checkout until they start using your product. Building a powerful post-purchase experience that creates long-lasting customer loyalty takes finesse because a lot of small pieces make up the customer experience.
Here are nine strategies for how to encourage better post-purchase behavior among your customers.
📚Recommended reading: 20 Ecommerce Customer Service Best Practices to Help You Level Up
There are a lot of best practices when it comes to encouraging repeat business, but often brands jump right into tactics and overlook the overall journey.
“My biggest piece of advice,” says Bri Christiano, Director of Customer Support at Gorgias, “is to really understand the customer journey for your business. Which touchpoints are going to drive the most revenue?”
The first step is to consider the outcomes you want from the post-purchase experience. Most likely, those outcomes include:
Then, as you set up touchpoints like email campaigns or SMS messages, think about the different moments where your shoppers will be most engaged post-purchase.
Ideally, you’ll catch them while they're already interacting or thinking about you. You don't want to try to talk to them randomly when they're probably not thinking about you or their experience. The more personalized you can make the experience, the better. That means segmenting emails based on a customer’s profile wherever possible.
“My biggest piece of advice is to really understand the customer journey for your business. Which touchpoints are going to drive the most revenue?”
— Bri Christiano, Head of Customer Support at Gorgias
Keep in mind that the flows will look different over time to a first-time purchaser than to someone who's been a customer for a year.
As you’re starting to optimize the post-purchase experience for your brand, this is the first step to take.
First, map out your customers’ journey. You can use anything, from a tool like Miro to a whiteboard. We recommend this article on customer journey mapping in retail from Delighted.

Then, take a look at the emails you're sending today and start with the small elements. How often are shoppers opening those emails? Why do you think they're not opening them? Maybe you have the wrong subject line, or perhaps you’re sending emails on the wrong day.
Then, consider how your customers behave and think about some small tweaks you can make. Be sure you’re looking at your current metrics like email open and click rates or CSAT scores as you’re doing this audit.
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Shoppers already look forward to receiving packages in the mail. But sending eye-catching, fun packaging that people actually want to keep makes your brand stand out. It also sparks joy by turning the simple task of unboxing into an enjoyable, surprising experience.
For example, stationery shop Ohh Deer and its subscription brand Papergang send creative and recyclable packaging to their customers. The boxes and packaging are so loved that fans post unboxing videos on YouTube.

📚Recommended reading: Ohh Deer uses Gorgias Chat to provide excellent CX & generate revenue by $12,500/quarter
Now is a great time to start! The sooner you create fun and interesting packaging, the sooner your customers can start enjoying it.
Use a tool like Arka or Fantastapack to create custom boxes for your brand. If you don’t have design skills yourself, hire a freelance designer to work on the design for you.
Sending detailed and personalized post-purchase email campaigns is a major part of your overall email marketing and post-purchase strategies. This is how you’ll stay engaged with customers throughout their post-purchase journey. These campaigns also make up a key part of your marketing strategy as a business.
📚Recommended reading: 16 Useful Email Templates for Your Customer Service Teams
Let shoppers know that you’ve got their order and you’re working on it to give them peace of mind that their payment went through and that it’s coming soon. You can set up various order status updates in your ecommerce platform (like Shopify).
Before a customer’s order ships, you have the opportunity to upsell customers and add that item to the same shipping box. Not only are you driving additional sales here, but from a cost perspective (especially if you offer free shipping) it helps you out as a business.
For example, maybe a customer signed up to get notified when an out-of-stock item comes back in. Now that it's in stock again, you can send that item out with whatever that customer already purchased.
You can use a Shopify app like AfterSell to upsell customers after checkout.
Send a shipping confirmation email and offer order tracking so that shoppers can stay up to date with the whereabouts of their package.
You can also use a tool like AfterShip to automate real-time tracking updates.
A good rule of thumb is to trigger different emails based on the delivery status. But within a few days, under the assumption that someone needs a few days to check out the new product.
Check in to ask questions like:
If you sell a physical product like soap, vitamins, or soda, customers will likely run out of them within a set amount of time. If you can figure out what that average amount of time is, you can trigger an email reminding them to refill or sign up for a subscription.
For example, Method soaps are all built around the eco-friendly principle of refilling, keeping waste to a minimum (and as it happens, strongly pushing repeat purchase decisions and driving up customer lifetime value).
The company sends replenishment emails that nudge customers to purchase those refills, often with a special, time-limited discount attached.
Some brands, like curiosities retailer Uncommon Goods, offer a paid subscription program with benefits like free shipping, donations to non-profit partners on your behalf, and members-only emails.
Its program comes with a two-week free trial. Near the end of that free trial, the brand sends out an email with the subject line, “Reasons to stick with Uncommon Perks.” The email lists the different benefits of the program. If you have a program like this, consider a similar email campaign.

Do you sell other items that would enhance the customer’s experience with what they already bought? They might not have seen the need before (in an upsell or cross-sell attempt), but now with the product in hand, they may be ready to buy.
If you have a loyalty program and the first-time customer hasn’t joined it yet, now could be a great time to pull them in.
A tool like LoyaltyLion will come in handy here.
How to set this up
If your ecommerce site is built on Shopify, BigCommerce, or Adobe Commerce, check out the links below for how to set up different email notifications powered by automation.
If the product you’re selling requires some setup or assembly or has features that go beyond the basics, one form of post-purchase communication you’ll want to focus on is tutorial-style content. You want to show customers how to use or set up their new product so they get the maximum benefit from it.
Explain the importance of content that can show customers how to properly use or set up your product or even creative alternative ways to do things with your product — both because this is helpful for customers and because this effortless experience tends to reduce returns and lead to loyal customers who make repeat purchases.
For example, D2C ecommerce retailer Bug Bite Thing offers one primary product: a plastic suction contraption that reduces the severity of stings and bites, including from mosquitoes. Unless you’ve used their exact product, you’ve probably never seen anything similar. The company sends an excellent tutorial email to all customers and features clear instructions with custom GIFs that show exactly what to do with the thing.
https://youtu.be/jWPgoeDSDYM
Tutorial videos, use cases, explainers, or links to FAQs can be helpful while the customer is waiting for the item to arrive or as the customer is learning about the item.
Send out tutorial information after the item ships and before the item gets delivered.
If you're not getting a lot of traction on email, or you want to make sure that customers see your setup guide, include an insert with a QR code that links to a setup video or blog post on your website.
This is another good lever for physical, good ecommerce brands to have a touch point in the actual physical product that they’re sending since not everyone opens their emails.
Share product-specific how-to content via links to your Help Center to find set-up and troubleshooting information for their new product.
For example, Brümate created a handy Help Center with help from Gorgias that customers can visit to get all of the information they need.

Having to return an item is already frustrating on its own. So if your brand complicates the returns process further, it will discourage people from shopping with you again.
Instead, start by listing your refund policy clearly on your website. Then, create an easy, self-service return portal where folks can easily initiate a return or exchange.
Loop Returns is one of the best tools for ecommerce returns management, and it integrates with Help Desks like Gorgias.
For example, jewelry shop Jaxxon uses Loop to facilitate an easy returns process and push exchanges over returns.

If you have a loyalty program, the post-purchase timeframe is the perfect time to plug it. You’ll get your brand back in front of eyeballs while impressions are still fresh, and if you can get them to sign up now, you’ll turn more existing customers into long-term fans.
If you don’t have a loyalty program, consider starting one. eMarketer found that 58.7% of internet users indicated loyalty points or rewards as one of the aspects of retail shopping they valued most.
Loyalty program or not, you can also send discounts, incentives, or rewards during this period, sweetening the pot for a second purchase and producing an even better post-purchase customer experience.
Loyalty programs are ubiquitous these days, from the loyalty punch card (or app-based version) at your local coffee shop to paid VIP programs like what Uncommon Goods offers with Uncommon Perks.
If someone has ordered from you multiple times or filled out a CSAT or NPS survey that scored high, it’s a great time to invite them to join your loyalty program.
“You're catching that person at a point where they're feeling really energized about the brand,” says Bri.
LoyaltyLion is a great tool that makes setting up a loyalty program a breeze. It also integrates with Help Desks like Gorgias, so your support team can keep an eye on how your loyalty members are doing.
Growave is another great tool that can help you manage referral programs to bring new shoppers to your store and improve conversion rates thanks to social proof — or in other words, turning more browsers into buyers because their friends vouch for your brand.
According to Bright Local’s Consumer Review Survey, 94% of consumers are more likely to use a business because of positive reviews.
“You're catching that person at a point where they're feeling really energized about the brand”
— Bri Christiano, Director of Support at Gorgias
The more feedback you get, the more you can act on it, which can improve the customer experience and lead to more positive reviews.
Request customer feedback a few days after a product gets delivered to see if they liked it. This can be in the form of a quick NPS survey or a request for a public product review on your website. And once you get those reviews, spread them far and wide! We love how prominently Loop Earplugs features customer reviews:

After a support interaction, you can send out a CSAT (customer satisfaction) survey to collect feedback about the support experience.
📚Recommended reading: How to collect and implement customer feedback from your helpdesk.
A customer service platform like Gorgias can help you automate sending these surveys after every single interaction:

You can solicit feedback and reviews with automated email campaigns, chatbots, human chat agents, or an SMS campaign.
Review tools like Yotpo can also help. If you use a Help Desk like Gorgias, Yotpo integrates with it to make it easy to collect feedback and respond to negative or positive reviews easily.
If your brand has any official online communities, the post-purchase period is the perfect time to invite customers to join. Doing so can build up greater customer loyalty by building a sense of connection.
If customers are engaged in a community, they're more likely to stay longer, both in the community and as customers. Communities also can help people answer questions or solve problems.
Nearly half of businesses that had online communities saw between 10 and 25% savings in customer support costs. Customers got their answers from communities instead.
For example, Instant Pot is a well-known consumer brand that has leveraged the power of online communities to grow its brand. It has a large, active official Facebook group, and it’s active on other social spaces too. Additionally, the brand has managed to get its product mentioned on all sorts of mommy blogs, cooking and recipe sites, and more.

After a purchase, send an email or drip series that invites customers to follow you on social media or join your community. Consider offering an incentive within that, like 15% off their next order.
Online communities can take shape on social media or on community or collaboration platforms like Slack and Discord. Choose whichever platform makes the most sense for your business. You can leverage your brand’s community to foster greater customer relationships and raise customer lifetime values.
Many successful brands have moved to an omnichannel support strategy, one that’s customer-centric and delivers consistent help across all avenues where a customer might reach you. Helpdesks make omnichannel more feasible, as do back-end ecommerce platforms and systems that can sync experiences across all channels.

Social listening (tracking brand mentions and customer feedback) and customer support play an elevated role here. The goal is to ensure that no matter where your already-paying customers are, you can hear them and respond to their conversations.
In terms of availability, you don’t need to be available 24/7, but you should always post your hours or automate a response to let customers know when they’ll hear back.
In terms of proactive outreach, as with any post-purchase communication, think about the user experience and what timing makes the most sense for that user and your product.
You might send an email thanking a customer for a positive review or send a text message once a product gets delivered. For example, pajama shop Printfresh sends a personalized text message to see if customers liked their purchase or need support a few days after it’s been delivered.

A centralized help desk like Gorgias makes setting up and maintaining an omnichannel support experience easy for you and your customer support team.
These tools pull in customer information from different locations like social media, SMS, email, your ecommerce platform (like Shopify or BigCommerce), and other ecommerce tools (like Yotpo and Klaviyo) into one central place, so you can see any and all interactions with a customer from within their profile.

The post-purchase experience is a crucial time for customer relationship building: it affects customer retention and can set you apart from your competition. Creating a positive post-purchase experience has many benefits, including reducing customer confusion, nurturing customers to make repeat purchases, and reducing support tickets.
As a brand, you can make the customer experience smoother and eliminate guesswork for shoppers. Offer information proactively so customers don’t have to panic and wonder whether:
This is the primary benefit of a solid post-purchase experience because customers won’t return to a store that left them confused, frustrated, and sending a hundred questions to customer support.
Like it or not, giant ecommerce brands like Amazon have trained customers to expect lots of information automatically, and keeping pace is in your brand’s best interest.
According to our research, repeat customers generate 300% more revenue than first-time customers do. And with the rising costs of acquisition, especially via paid advertising, this is crucial for your business.

A smooth customer service experience, plus follow-up marketing, promotions, self-service resources, and other value-adds (like a customer community) help turn first-time shoppers into loyal customers.
While fielding questions from customers isn’t a bad thing, forcing new customers to write to your support team for basic information creates a more high-effort experience.
Those high-effort experiences can ruin relationships. The Effortless Experience found that 96% of these customers lose their loyalty to customers after putting in high levels of effort to get help.

Plus, your team probably has more important conversations to get to. If you spend all day answering WISMO tickets, you won’t have time to offer product recommendations, update your Help Center, or experiment with new chat campaigns.
Your post-purchase flow provides a great opportunity to proactively answer customer questions without having to wait for a live person on the other end. You can also create self-service resources like FAQ pages and knowledge bases that share pertinent policies (like return policies or shipping times).
While a post-purchase experience entails more than just customer support and helpdesk services, you can’t build a top-quality post-purchase experience without these crucial functions.
Gorgias is the world’s best helpdesk and customer service platform for ecommerce businesses. It was built specifically for ecommerce and has the features, integrations, and flexibility you need to create the best possible post-purchase experience.
Learn more about how Gorgias helps ecommerce brands streamline support, improve CX, and drive revenue in the video below:
See more about what Gorgias can do and sign up for free today!
Post-purchase emails like order confirmations, abandoned cart emails, and invoices, can be sent using built-in tools found in ecommerce platforms like Shopify, BigCommerce, and Adobe Commerce (formerly Magento). Loyalty and referral program emails can be sent with tools like LoyaltyLion and Growave. You can seamlessly integrate all of these tools into one platform by using Gorgias, a helpdesk software that allows you to create, monitor, and send important post-purchase emails while interacting with your customers.
Post-purchase emails range from confirmation emails and upselling emails to customer survey emails. Some examples of post-purchase emails are notification emails for newly in-stock products, order shipment emails, check-in emails after a product has been delivered, free trial ending soon emails, and loyalty program invitations.
Customer feedback can be collected throughout the entire customer journey. At the pre-purchase stage, on-website and on-app surveys can be quick methods to collect customer feedback and buying behaviors. At the post-purchase stage, sending a customer satisfaction survey about topics like shipping and order satisfaction can better inform your offerings. However, be mindful of timing your survey distribution in a way that does not bother your customers. Surveys are a great way to learn more about your customers, but it is possible to overdo it and lose their trust.
Apart from using email to reach out to customers, you can use social media, SMS and phone messages, live chat surveys, mobile apps and push notifications, webinars and online events, and forums to share surveys, exclusive offers, and reminders.



TL;DR:
When a customer reaches out with a question or problem, the clock starts ticking. Customer service response time measures how quickly your team acknowledges and replies to that inquiry.
It's one of the clearest signals of whether you prioritize customer experience or leave shoppers waiting.
Today, most customers expect a reply within minutes, not hours. Slow responses erode trust, increase support workload, and drive customers to competitors.
This guide covers what response time is, how to calculate it, industry benchmarks by channel, and six practical ways to improve it with Gorgias.
Customer service response time is the time between when a customer sends an inquiry and when your team sends a meaningful reply. This metric tracks how long customers wait for acknowledgment and help, making it a core indicator of your support team's efficiency and your brand's commitment to customer experience.
Two related metrics matter most: first response time (FRT) and next response time (NRT). Understanding the difference helps you measure and optimize the right parts of your support workflow.
FRT is the time to the first meaningful reply after a customer inquiry. NRT is the time to subsequent replies in the same conversation.
A meaningful first reply addresses the customer's specific question or problem. Autoresponders don't count toward FRT because they don't provide actual help. Only human or AI-generated responses that acknowledge the issue and move toward resolution count as a first response.
The response time clock follows business hours, not wall-clock time. If a customer emails at 10 PM and you reply at 8:05 AM the next morning, your FRT is five minutes, not 10 hours. This business-hours approach gives a realistic picture of your team's performance during operating hours.
Response time fits into the broader ticket lifecycle and SLA clock. From the moment a ticket enters your queue, the SLA clock runs until your team sends that first meaningful reply. This measurement helps you track whether you're meeting customer expectations and your own service commitments.
Fast response times directly influence customer satisfaction (CSAT) scores and long-term loyalty. When customers receive quick replies, they feel valued and prioritized. When they wait hours or days, frustration builds and trust erodes.
Slow responses create a cascading workload problem through multi-channel escalation. A customer who doesn't hear back via email will often follow up on other channels, creating new tickets for the same issue. This multiplies your team's work, but fast initial responses prevent this problem.
Ticket deflection and SLA adherence both depend on response speed. Quick replies give you the chance to deflect simple questions to self-service resources before frustration sets in.
Meeting SLA commitments becomes easier when your average response time is low. This gives you a buffer for complex or high-priority tickets.
Response time affects time-to-resolution and ticket backlog. The faster you respond initially, the faster conversations progress toward resolution. Backlogs shrink when tickets move through your queue efficiently rather than piling up while customers wait.
Revenue suffers when response times lag. Customers with pre-purchase questions abandon carts, and post-purchase issues can drive them to competitors. In contrast, fast and helpful first replies improve First Contact Resolution (FCR) rates.
Response time expectations vary dramatically by channel. Customers expect near-instant replies on live chat but tolerate longer waits for email. Understanding these benchmarks helps you set realistic goals and allocate resources appropriately.
Industry data shows clear patterns in what customers consider acceptable average response time across different support channels:
|
Channel |
Best-in-Class |
Baseline |
|
|
<1 hour |
12 hours |
|
Live chat |
<1 minute |
1.5 minutes |
|
Social media |
1 hour |
5 hours |
Best-in-class represents what top-performing support teams achieve, while Baseline reflects typical industry performance.
These benchmarks vary by industry, customer tier, and product complexity. For example, VIP customers expect faster responses than general shoppers.
Calculating FRT requires tracking time from inquiry receipt to first meaningful reply, then averaging across all tickets. You can use a straightforward formula:
FRT = Total time to first reply ÷ Number of tickets
Follow these steps for accurate calculation:
For example, if your team sent three replies at two hours, four hours, and six hours, total time is 12 hours. Divide by three tickets equals a four-hour average FRT.
The difference between median and average matters for accuracy. Average FRT can be skewed by outliers, while median FRT shows the typical customer experience.
Always count only business hours to get realistic performance data.
Modern helpdesk software like Gorgias tracks this automatically, pulling data from your ticket system and calculating FRT across channels, agents, and time periods. Manual calculation works for small teams, but automated analytics become essential as ticket volume grows.
Improving response time requires the right combination of process, automation, and tools. These six tactics work together to reduce FRT while maintaining quality and giving your team breathing room to handle complex issues.
A service level agreement (SLA) is a formal commitment to specific response and resolution times. SLAs create accountability by establishing clear expectations for your team and your customers. When everyone knows the target, prioritization becomes clearer and performance becomes measurable.
SLAs should vary by ticket priority. Urgent issues from VIP customers deserve faster responses than standard inquiries. Setting tiered targets lets you allocate resources appropriately without promising unrealistic response times across all ticket types.
Gorgias's SLA feature lets you set FRT targets by channel and priority, then sends alerts when tickets approach breach thresholds. These proactive notifications prevent SLA violations by giving agents time to respond before the deadline passes. You can also track SLA adherence in reports to identify trends and adjust staffing or processes.
Not all tickets carry equal urgency. A customer reporting a fraudulent charge needs a faster response than someone asking about product sizing.
Auto-triage uses signals like keywords, customer tier, and sentiment. This helps identify high-priority tickets and route them to the right agents.
Gorgias Rules automate this prioritization. You can create rules that detect urgency indicators like "urgent," "broken," or "refund" and automatically assign those tickets to senior agents or priority queues. You can route VIP customers to specialized teams or assign billing questions to agents with financial expertise.
This intelligent routing prevents critical issues from sitting in a general queue while agents work through lower-priority tickets. It also ensures customers with complex needs reach agents who can actually solve their problems on the first try.
Templates (also called canned responses or macros) save enormous time on repetitive questions. Instead of typing the same answer about shipping policies or return windows dozens of times per day, agents select a template and personalize it with customer-specific details. This approach maintains consistency, reduces errors, and frees agents to focus on complex issues.
Gorgias AI Agent takes this further by drafting replies automatically. It analyzes the customer's question, pulls relevant information, and generates an on-brand response in seconds.
Agents can review and edit the draft, which maintains your brand voice while reducing time per ticket.
The key to effective templates is personalization. Generic, robotic responses frustrate customers. Good templates include merge fields for customer names, order numbers, and specific details. They read like personal messages, not form letters.
Self-service deflection means customers find answers without agent help. This is the fastest possible response time: instant. When customers can resolve common questions through a searchable knowledge base or automated chat flow, they get immediate satisfaction and your team avoids another ticket.
Gorgias comes with a Help Center builder that lets you create a comprehensive, searchable knowledge base with FAQs, how-to guides, and troubleshooting articles. AI Agent can then step in to use these resources to inform its responses when customers ask questions.
Self-service isn't just about reducing ticket volume. It actually improves customer satisfaction for straightforward questions. Customers who want quick answers prefer finding them instantly over waiting for an agent to tell them the same information. Reserve your agents for questions that genuinely require human judgment and expertise.
Customers increasingly expect real-time support through channels like Live Chat, SMS, and social media. These channels have the fastest FRT benchmarks (under one to two minutes for chat) because customers assume someone is available to respond immediately.
Gorgias's omnichannel inbox consolidates all these channels into a single view. Agents see messages from live chat, SMS, Instagram, Facebook, and email in one unified dashboard. They can respond in real-time without switching tools or losing context.
This unified approach prevents missed messages and duplicate replies. When a customer messages you on Instagram and then emails an hour later, agents see both messages attached to the same customer profile. They understand the full history and can provide consistent, informed responses across every channel.
Analytics reveal where delays actually occur. You might assume slow response times come from understaffing, but data could show the real issue is ticket misrouting or agents spending too long on low-priority tickets. Without measurement, you're guessing.
Gorgias's reporting dashboard tracks FRT, NRT, SLA adherence, and agent performance across channels, time periods, and ticket types. You can see which channels have the slowest response times and which hours create bottlenecks. The data also shows which agents may need coaching or additional training.
These data-driven insights let you adjust staffing to match demand, redistribute workload during peak hours, and identify process improvements. Continuous monitoring creates a feedback loop where you measure, adjust, and measure again. Response times improve steadily rather than staying stuck at whatever your current processes produce.
Speed alone doesn't guarantee great customer service. Rushing through tickets with incomplete or unhelpful replies damages customer satisfaction (CSAT) just as much as slow responses do. The goal is to optimize both speed and quality.
First contact resolution (FCR) measures how often you solve a customer's issue in the first reply. High FCR means customers don't need to follow up, which saves time for everyone and creates a better experience. Tracking FCR alongside FRT shows whether your fast responses are actually helpful or just fast.
The tradeoff is real. Agents who rush to hit response time targets might send partial answers that create more back-and-forth. Agents who take too long crafting perfect replies miss SLA targets and frustrate waiting customers. The ideal balance is a fast reply that contains a complete, accurate solution.
Gorgias helps you balance speed and quality. It combines automation tools with full customer context like order data and past conversations.
Quality assurance (QA) processes ensure consistency as you scale. Review a sample of tickets regularly to verify that fast responses maintain your standards. Track metrics like average handle time (AHT) alongside resolution time to understand the full picture.
Your next steps are to:
See how Gorgias helps you balance speed and quality. Book a demo today.
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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.
SMS customer service is when support teams resolve customer questions and issues via text message.
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.

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.
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.

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:
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.

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.
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:

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.
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.
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.

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.

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.

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:
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.
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.

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.
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.
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.
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 :)
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?

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.
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!

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.
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}
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.

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.
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!
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:
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}

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 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.

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}!
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, 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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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.
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.

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.
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.
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.
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.

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

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.

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.
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).
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:

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.
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:
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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.
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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.
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.
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.
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.
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.
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.
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.
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.
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.

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

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:
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.

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%.

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:
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.
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.

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.
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.
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.

Most ecommerce businesses understand that offering great products at a reasonable price isn’t enough. We know that customer experience is key to gaining long-term loyal customers, obtaining reviews and referrals, and growing in the long term. But too many brands believe that a great customer experience means surprising and delighting customers.
Frankly, handwritten notes and freebies don’t make for a great customer experience or a winning strategy. That’s not why customers reach out to your brand, nor is it what drives customer retention. They reach out to support for quick, helpful, effortless experiences; this is what makes top-notch customer service so important. Then (and only then) should you put the cherry on top with surprising, delightful extras.
Top-notch customer support is like an ice cream sundae, and efforts to thrill customers are the sprinkles and cherries on top. Sprinkles and cherries are great, but they don’t make for a satisfying sundae on their own.
Customers won’t be that amused if you make them wait on hold for 45 minutes and greet them with lighthearted jokes. Likewise, you’ll make a customer feel frustrated if you spend your budget on freebies but ignore implementing customer feedback about the product.
More than anything, customers who contact a brand's customer service team want their problems solved quickly and well. Fast, helpful, low-effort experiences are the base of your sundae, and any extra efforts to delight the customer are sure to fall flat if you can't do that.
According to Emplifi, 49% of consumers have left a brand in the past year due to a poor customer experience. Also, according to The Effortless Experience, an influential customer service book by best-selling author Matthew Dixon, customer service interactions are 4x more likely to drive customer disloyalty than they are to drive customer loyalty.
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If 20% of support interactions leave customers delighted and 80% leave customers frustrated, your greatest opportunity is to reduce frustration, not chase after hard-to-achieve delight.
The Effortless Experience also reveals that going “above and beyond” isn’t even what drives that 20% of loyalty-building interactions. While companies assume exceeding customer expectations generate superfans, customers are generally just as satisfied when companies simply meet their expectations.
And 80% of companies who use customer delight as a strategy say they spend heavily on providing this delight: More overhead from giveaways, VIP kickbacks, refunds, and policy exceptions. Given that these delightful experiences don’t correlate to customer loyalty, this is not money well spent.
If we zoom into what drives customers away, the most common issue is a high degree of effort — not a lack of gifts or delightful conversations. Common reasons for high-effort experiences include:
The negative impact of these high-effort experiences is staggering. According to The Effortless Experience, a whopping 96% of customers who had high-effort experiences feel disloyal to those companies afterward.
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To put it simply, most companies are trying to go “above and beyond” before they effectively provide the baseline of customer service, which is a helpful and low-effort experience.
The key to customer retention is reducing customer effort. 94% of customers intend to purchase after a low-effort experience compared to a slim 4% after high-effort experiences, making it an essential part of a best-in-class customer experience. Lowering customer effort involves designing an intuitive user experience, decreasing the number of steps required to complete tasks, improving reply and response times (along with other key customer support metrics), and using forward resolution in support.
Here are five more quick wins to reduce customer effort in ecommerce:
88% of customers expect your online store to offer some kind of self-service. Self-service resources could be as simple as a frequently-asked questions (FAQ) page or more interactive functionality to manage orders without having to reach out to customer support.
For merchants using Gorgias, you can set up a Help Center that does both in just a few clicks. Customers can read articles about your brand and shipping policy, and check their delivery status (which they do an average of 4.6 times for every order) instantaneously.
Here’s a great example of self-service order management on Steve Madden’s Help Center:
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Learn more about self-service order management with Gorgias.
Once you have an FAQ page or customer knowledge base, one type of question to proactively answer is pre-sales questions. These are questions potential customers have while mulling over a purchase in their heads before hitting “Place order” at checkout:
If customers have to reach out and wait for an answer, they might just abandon the purchase and look for another online retailer that better addresses their questions. At least, that’s the case for the 63% of customers who attempt to solve issues via self-service support before reaching out.
So, don’t delay in making clear sizing guides, shipping policies, returns policies, and other self-service information that your customers need to confidently make a purchase.
Forward resolution is the practice of solving anticipated issues for customers before the customer even thinks to ask.
Let’s look at a real-world example: A customer inquires about shipping times to their local region. The support agent can see they have items in their cart that are on pre-order and, while answering the customer’s question about shipping time, also tells them that pre-order items are sent separately and that they can track delivery status through self-service. The agent has answered the initial question and forward-resolved two potential issues — reducing effort for the customer.
If you can, audit multi-touch tickets from the past few months to understand which questions tend to have natural follow-ups you can proactively answer. Then, add that follow-up information to your templates, or Macros if you use Gorgias, to improve your customer experience.
Here’s a Macro that not only answer’s a customer question about the location of an order, but lets them know when that order will be shipped:
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Learn more about resolution time from Gorgias’s Director of Customer Support.
One of the most damaging mistakes is making customers repeat themselves. Agents need that information to do their jobs well, but asking a customer to repeat their story at every juncture is a surefire way to damage a valuable customer relationship.
Instead, give customer service representatives all the customer context they need from the jump. Gorgias’s customer sidebar gives agents valuable context like purchase and communication history (from Shopify or BigCommerce), reviews information, cart data, social media engagement, and much more so customers don’t need to constantly retell their story.
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90% of customers say an “immediate” response is important, and 78% of customers prefer a variety of support channels to get in contact with customer support.
To answer questions faster, consider using a customer support platform with automation features to help your team move faster and automatically respond to repetitive customer questions. Gorgias’ automated system can help you prioritize customer service requests, tag the appropriate agent, and close no-response tickets so you spend less time on admin work. And, with the help of pre-written Macros, automated Rules, and chatbot-like self-service flows, you can send instant, personalized responses to questions like, “Where is my order?”
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Additionally, explore expanding to an omnichannel or multichannel ecommerce customer service strategy, which gives customers more touchpoints for your brand. Customers value the convenience of texting your brand, calling your brand, and hearing from you on social media. If you’re only available via email, you will likely lose customers due to high effort.
Read our guide to omnichannel customer service or check out our unified helpdesk to learn more.
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Don’t get us wrong, customers usually enjoy an extra bit of pizazz or a freebie. And those sprinkles can even boost your brand’s conversion rate in the short term and boost customer loyalty in the long term — as long as they’re not associated with a high-effort experience.
Take a look at the following customer delight strategies and consider adopting them only once you’ve developed a low-effort customer experience as a foundation.
According to a 2021 survey, 66% of customers expect free shipping with every online purchase. This means that free shipping is often more of an expectation than a bonus — thanks, Amazon. Nevertheless, offering free shipping to your customers can still be a great way to encourage customer delight in many cases.
Customers love the word "free," even if the money that they are saving is only a few dollars. In fact, many stores can raise their product pricing slightly to make up for shipping costs and still see a boost in conversion rate from offering free shipping.
If you can’t offer free shipping to every customer, setting qualifying amounts is a good way to delight customers with free shipping while also driving higher average order values.
Woxer is one ecommerce brand that offers free shipping on all domestic orders and some international orders. Plus — another best practice — Woxer makes this information easily accessible as a Quick Response in their live chat widget.
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Creating a customer referral portal or program offers dual benefits. For one, it helps your brand attract new customers by encouraging them to refer their friends, family, and colleagues through word-of-mouth advertising. Along with introducing your brand to new potential customers, referral programs can also be a great way to blow away your customers: Everyone loves the opportunity to earn discounts and rewards!
If your ecommerce company has a strong net promoter score (NPS), you’re positioned to launch a referral program, capitalize on that goodwill, and delight your customers. If you want to start a referral marketing program, check out tools like Extole which systematically reward customers who bring you business via word of mouth.
Recognition is its own reward, and a shout-out on social media is something most customers enjoy. Highlighting customers who use your products, positive customer reviews, and other delightful interactions allow you to celebrate customers and add social proof to your social media profile. It also reduces the number of content marketing materials you need to produce on your own.
Marine Layer's Instagram is full of customer shout-outs and other user-generated content that your brand may be able to pull inspiration from:
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Like a referral program, a loyalty program rewards customers for repeat purchases and continued brand loyalty. If your customer experience is already smooth enough to bring in repeat customers, delighting those superfans with rewards is a strong strategy.
If you already use Gorgias, you can integrate loyalty platforms like LoyaltyLion to make the customer experience even more seamless. For example, esmi Skin Minerals uses Gorgias and its integration with Loyalty Lion to bring loyalty data into Gorgias and provide even more personalized, automated service to shoppers. Thanks to this powerful integration, esmi achieved a 58% boost in brand loyalty program enrollment and a 2X increase in average loyalty program member spend.
Even if you don’t have an official loyalty program, you can celebrate your VIP customers at key milestones like birthdays or the anniversary of their first purchase. On top of sharing some warm and fuzzies (and maybe free product), one benefit of this kind of celebration is to potentially get a shoutout from customers on social media for your surprise.
Check out our CX Growth Playbook to learn how to implement this tip with Zapier, plus read about 18 other tactics to drive growth through customer experience.
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One way to delight customers is to move beyond purely reactive customer service, which requires customers to reach out to get help. With proactive customer service, a combination of directly reaching out to customers and creating self-service resources, you can help more potential customers, reduce cart abandonment, and improve your brand’s customer experience.
Proactive customer support could include self-service resources, like those described above. It also includes non-intrusive chat campaigns, which let you automatically reach out to customers who display certain behaviors to offer support. For example, you could reach out to customers who linger on a product page to ask if they have questions about the product or need a recommendation on sizing.
Here’s what Ohh Deer, an online retailer that sells delightful stationery, says about chat campaigns:
“With chat campaigns, the goal is to remove any customer equivocation and get the customer to the product they really want.”
– Alex Turner, Customer Experience Manager at Ohh Deer
Learn how Ohh Deer drives $12,500 each quarter through Gorgias chat.
The key to great customer service isn’t some sparkly delight. It’s efficient, convenient, and helpful support that customers can access in a variety of ways.
With Gorgias, ecommerce brands can access the tools and integrations they need to automate time-consuming tasks, provide instant answers, and reduce the number of times customers have to write in and wait for your customer support team’s answer. Through our platform, your customer support team becomes more than just a team to answer customer questions — it becomes a revenue-generating machine.
Book a demo to see how Gorgias can help your ecommerce brand.