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6 Ways to Increase Conversions by 6%+ With Onsite Campaigns

Find out how successful brands are using Gorgias Convert to create onsite campaigns that boost conversions by 6%+.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • Create personalized onsite campaigns to enhance the shopping experience.
  • Activate exit-intent campaigns to reduce cart abandonment.
  • Implement upselling strategies to increase average order values.
  • Offer product education to boost customer confidence and purchases.

At this point, you’re already well aware that CX is now proving itself to be an invaluable acquisition tool — not just a retention lever.

But to drive the hammer home, we looked into our database to see how CX-focused strategies like onsite campaigns enhance the customer journey and drive substantial increases in sales and conversion rates, specifically with Gorgias Convert.

Using these well-curated campaigns, businesses like Manduka have witnessed a remarkable increase in revenue — approximately $130,000. 

We’ll show you how you can achieve similar results and why it’s a crucial marketing strategy — just as important as paid and email marketing.

Marketing strategies diagram

Ways to use onsite campaigns for sales without disrupting the shopping experience

Gorgias Convert is an onsite revenue generation tool that helps ecommerce brands boost their conversions by over 6% — and it isn’t your typical intrusive pop-up. This feature seamlessly integrates with your website, recommending products to shoppers in a subtle but still captivating way.

Targeting customer segments based on their browsing behaviors, Convert makes timely and relevant suggestions via chat.

Here are a few ways you can use it:

Create fluid shopping experiences that reduce acquisition costs

Imagine this: someone clicks on your social media ad for acne removal solutions, lands on your site, and isn’t just greeted with a standard product page but accompanied by a personalized message that offers valuable product education.

In fact, Gorgias users see that we typically generate $20 for every $1 spent. So think of onsite campaigns as a way to make your ad dollars work harder with a more personalized experience by:

  • Mirroring the language and tone of your ads within your onsite campaigns creates a familiar and comforting environment for your visitors. 
  • Populating welcome campaigns that kick in when a shopper lands on your site so that every new customer engagement starts with meaningful dialogue geared toward turning curiosity into sales.

Here’s a fun example from TUSHY, the modern bidet company. 

When customers visit a bidet page, they receive a message from TUSHY’s support team, letting them know about their toilet compatibility page to help them select the right bidet:


TUSHY

Personalize cross-sell and upsell messages on specific product pages

Here’s something many brands get wrong about ecommerce upselling: It’s not about pushing the most expensive items; it’s about showing customers the value of an upgrade that’s complementary to the problems they’re already trying to solve.

As your customers shop, Gorgias Convert suggests complementary items. It’s like when you’re in a store and an associate suggests a tie to match the shirt you’re buying.

Manduka uses these campaigns brilliantly. Targeting shoppers nearing the free shipping threshold, they suggest just the right little extras to tip the scales. 

Manduka

This makes it quick and easy for customers to top up their orders with relevant products.

The results? 

  • Total Campaign revenue: $11,788.91
  • Impressions: 37,586
  • Mobile Clicks Conversion Rate: 19.65%
  • Desktop Clicks Conversion Rate: 12.06%

Jessica Botello, the Customer Service Manager at Manduka, explains why this campaign works so well: 

“People want free shipping. So if they've already got over $75 worth in their cart, they're almost there. Then we pop up and suggest: check out these items. It’s a curated list of the easy little add-ons that you'll need anyway for your yoga practice, but will also take you over the free shipping threshold,” she explains. “What's really helpful is that it pops up, rather than the customer having to go through the menu and look for things.” 

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Winback browsers with exit-intent campaigns

You’ve likely tried exit-intent pop-ups before. You know, those pop-ups that trigger when a customer indicates they’re about to abandon their cart or browsing session. 

As more brands adopt these pop-ups, customers are becoming more accustomed to them. But what’s less obtrusive is a personalized message directly from your team.

There are many ways you can grab your customers' attention with these messages. Maybe it's offering a little nudge with a timely discount, waiving that shipping fee, or answering a last-minute question they had about the product.

Here, let’s look at two examples of how effective these campaigns can be.

Manduka’s exit-intent messages

Manduka uses these exit-intent messages to offer $20 on orders over $100 (a strategic way to not only reduce cart abandonment but also increase AOV and email subscribers simultaneously.) 

Manduka

By engaging visitors with personalized, timely messages right when they’re about to leave, Gorgias Convert helps transform potential bounces into real conversions.

You can read more about how Manduka set up these campaigns with Gorgias Convert here.

Glamnetic’s approach

Glamnetic has had particular success with an exit intent campaign offering a discount for new customers, new product promotions, and educational campaigns. 

Its most successful campaign offers a sweet 15% discount and boasts an on-ticket conversion rate of 18.39%. 

Glamnetic

Here’s how it works:

  • Using Gorgias Convert, Glamnetic detects when the mouse hovers near the top of the browser, a telltale sign of an impending exit.
  • The same 15% discount available through newsletter or SMS sign-ups is now presented via live chat. It’s straightforward, no strings attached. 
  • The campaign targets visitors who’ve been to the site three times or fewer and linger for at least 15 seconds. This specificity ensures the message is relevant and timely.

You can peek at the campaign setup below. It runs 24/7, ready at any moment to engage: 

Glamnetic

Strategically highlight new product launches

Countless new products pop up every day; consumers are bombarded with options. The challenge for brands is to launch new products in a visible and desirable way. 

As you’re well aware, that’s tougher than it sounds amidst all the noise consumers already experience daily.

This is where Gorgias Convert stands out and is different from the other pop-up tools.

Unlike your latest TikTok and Instagram ads, these onsite campaigns feel genuine because a friendly support agent makes the recommendation without disrupting the shopping experience.

For example, when Glamnetic unveiled its vibrant Rainbow collection in May 2023, the team deployed targeted, visually appealing onsite campaigns that immediately drew visitors’ eyes to the new products.

Directly on the homepage, visitors were greeted with eye-catching product images from live chat, featuring a seamless and effortless option to add new items to their cart.

Glamnetic
Mia, Head of Customer Experience at Glamnetic, shares the strategy behind the success: “The aim was to elevate the visibility of new releases without requiring customers to hunt for them. Our onsite campaigns proactively present our latest products through compelling visuals and straightforward navigation, simplifying the decision-making process for the buyer.”

That’s why Glamnetic prominently placed top-selling items in the product carousel, directly in the live chat box. The products were impossible to ignore, leading to a 49% sales increase for featured items.

Help customers be successful with product education

Product education is a powerful sales and retention tactic. By building trust with customers right away, they’ll feel more confident purchasing your products because they know they will use them successfully. 

Manduka uses onsite campaigns to educate potential customers. Triggered when visitors spend more than 15 seconds on the yoga props page, the campaigns guide customers through their yoga journey and help them choose the perfect props for their practice.

Manduka

Jessica Botello, Customer Service Manager at Manduka, highlights the campaign's impact: 

“This yoga props blog suggestion campaign is really great because we have several options, and that can feel confusing to someone who doesn’t know which one to get because they are new to yoga and aren't familiar with which props would benefit them. The blog explains in more detail how to use the different props in your yoga practice, and the different benefits of a round bolster vs a rectangular bolster. So it helps people go ahead and choose the right product for them.”

In other words, simply explaining the nuances between choices like a round versus a rectangular bolster helped customers feel more confident about the products they purchased. 

And the proof is in the pudding. Between April–August 2023, this campaign achieved the following:

  • Total Campaign revenue: $3,851.73
  • Impressions: 6,310
  • Clicks Conversion Rate: 11.5%

By proactively addressing potential questions and concerns, Manduka enhances the shopping experience, leading to higher satisfaction and fewer post-purchase issues.

Promote sales with holiday campaigns 

Holidays aren't just for festivities — they're prime opportunities for brands to connect with customers in fun, thematic ways. 

Take TUSHY, for example. To celebrate US Independence Day, TUSHY ran a cheekily-themed on-site campaign called "USofSPRAY," offering a patriotic 25% off all bidets.

Yes, you read that right — cleaning your bum has never been more patriotic!

TUSHY

Why it works: TUSHY’s approach to holiday promotions is smart and spirited. By aligning their campaign with a major holiday, they tapped into the celebratory mood of their customers, making it not just about a discount but about being part of a nationwide celebration. This not only makes the promotion more memorable but also more engaging.

The USofSPRAY campaign not only captured attention but also captured significant sales:

  • Influence on store revenue: A staggering 47.9% of the store's revenue during this period was influenced by the campaign.
  • Click-through rate (CTR): The campaign achieved a healthy 3.5% CTR, indicating strong interest and engagement.
  • Impressions: It racked up 65,000 impressions, spreading the word far and wide about the benefits of a cleaner, fresher bathroom experience.
  • Conversion rate: Impressively, 76% of customers who engaged with the campaign went on to make a purchase.

4 tips to create a well-thought-out onsite campaign

Investing time in well-thought-out onsite campaigns can significantly amplify your marketing efforts, driving a notable increase in conversion rates and better capturing paid traffic. 

Here’s how you can design campaigns that catch the eye and convert browsers into buyers.

Segment, segment, segment

The more targeted your campaign, the better your results — plain and simple.

By segmenting your audience based on specific criteria, such as the amount spent with your brand or past products purchased, you can tailor your messages to match the unique interests and buying habits of different customer groups. 

Note: Gorgias is deeply integrated with platforms like Shopify, so it’s easy to leverage shopper data to create highly personalized onsite campaigns that resonate with your audience. 

Identify your triggers to personalize messages

Set up your campaigns to activate based on specific behaviors, such as browsing certain products, adding items to the cart, or showing signs of exit intent. You can also use more niche triggers, like:

  • Total value of shopping cart
  • Products in cart
  • Time spent on a page
  • Number of visits
  • Total spent in the past
  • VIP status

For instance, by setting up a trigger for VIP customers, you can send campaigns to those high-value shoppers, like exclusive discounts or personalized style recommendations based on past purchases.

A/B test your campaigns

One of the most powerful tools in your marketing arsenal is A/B testing. By systematically testing messaging, design, or offer variations, you can uncover what resonates most with your audience and refine your strategies accordingly.

TUSHY provides a prime example of A/B testing done right. They conducted an experiment where:

  • Group A: 50% of visitors experienced the full suite of targeted on-site campaigns without any discount codes, focusing instead on providing personalized guidance for choosing the right bidet.
  • Group B: The other 50% did not receive any targeted campaigns during their visit.

The results were telling:

  • Conversion rate lift: Group A saw a 9.6% higher conversion rate than Group B.
  • Sales uplift: Additionally, sales increased by 14% compared to those not exposed to the campaigns.

This test highlights the effectiveness of providing personalized support over just using discounts and how A/B testing your offers and messaging — even for one week — helps you understand what makes your customers tick.

Keep track of your success in a detailed dashboard

Effective campaign management isn't just about launching strategies; it’s also about understanding their impact

With Gorgias Convert, every campaign you run is tracked in detail through the Campaigns Statistics dashboard. This gives marketers a granular view of performance across different time frames and campaign specifics.

Some specific features you can expect are

  • Revenue tracking: See at a glance the total revenue generated by each campaign. This allows you to evaluate the financial impact of your campaigns and prioritize those that deliver the best return on investment.
  • Engagement metrics: Monitor key metrics like impressions and click-through rates to assess how well your campaigns are engaging potential customers. This data is crucial for understanding which elements of your campaigns are capturing attention and which may need tweaking.
  • Conversion details: Dive deep into the data to see which campaigns are converting browsers into buyers. A list of converted tickets or interactions can highlight successful tactics and offer insights into customer behavior.

In addition to tracking basic metrics, the dashboard also provides insights into more nuanced aspects of campaign performance, such as engagement trends over time or the effectiveness of specific call-to-action placements.

Check out an overview of the Campaign Statistics page in the image below. 

Gorgias Campaign statistics

Start investing in onsite marketing

Onsite campaigns stand as pillars in digital marketing, carrying immense potential to captivate and convert visitors into loyal customers. Through them, you can get directly in front of your customers and showcase products or services – but in their capacity to tailor experiences, foster engagement, and ultimately drive conversions. 

Gorgias Convert's innovative approach makes revenue generation easy through onsite campaigns - you will find that you’re increasing your ecommerce revenue quickly and cost-effectively. By leveraging this tool, you can navigate the digital landscape with confidence whether you’re in CX or Marketing. 

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12 min read.

The Gems of Learning with TJ Balo

Explore how TJ Balo finds joy in leading and teaching at Andrea Iyamah, promoting continuous learning in global customer relations.
By Christelle Agustin
0 min read . By Christelle Agustin

TJ’s Top Advice: 

  • As a leader, foster openness and creativity by encouraging team members to regularly share their ideas.
  • Tell your customers when you update a product. Including them in the conversation can build trust and bring about valuable feedback.
  • Treat your customers as your stakeholders. They are the driving force behind your brand and deserve to have their voices heard.
  • Leadership entails continuous learning from your team, customers, and the industry at large.

Everybody wants to skip to the answers, but for TJ Balo, there is more joy to be found in the learning. Since 2014, TJ has been the Head of Customer Relations and Marketing at Andrea Iyamah, a fashion line founded in 2011 by Nigerian designer Andrea Dumebi Iyamah. From Toronto, TJ leads a group of customer service reps from around the world, including New York and Nigeria, teaching them the ins and outs of customer service operations, logistics, and lingo.

Encouraging out-of-the-box ideas

Brainstorming is one of the most exciting parts of the job for TJ, who’s always finding ways to improve the customer experience. When his team gets together, there is no wrong answer. TJ encourages his staff to think outside the box. Whether it’s a bold social media marketing play or a never-before-done collection, he wants to hear it all.

“I always want them to bring new concepts and ideas to the table. I think that for success, it's not about the implementation. It's about what you’re thinking,” he says. 

The vulnerability to share out-of-the-box ideas allows his team to create a playground where creativity is the only goal. It’s where every idea has a chance to shine when the time is right, whether it’s in a month or in the next year. All TJ asks is for every person to be fearless and confident: “Let your presence be known. The minute I can identify you, that's when I know that you're doing something right and I'm doing something right.”

The TIBARA Kaftan Dress in Lime from Andrea Iyamah

Including customers in the conversation

Online businesses, especially fashion brands, are no strangers to the challenge of meeting customer expectations. Sometimes colors don’t appear the same way on a screen as they do in person. Other times, sizes may run a smidge too loose or snug. Regardless of the issue, “it’s about consistent communication first,” TJ says. 

How can you show up for the customer and show them they matter? For TJ’s team, customer satisfaction is their guiding light. They always remember to throw in an incentive for customers, whether it’s a refund, discount, or replacement.  

‎TJ pays the same heed to internal feedback. His team’s opinion takes precedence before a product is released. They answer questions like, “What’s missing?” “Does it translate well to different body types?” People naturally gravitate towards good products, and TJ wants to hit that mark as closely as possible the first time around.

When mishaps occur, broadcasting the solution to their customer base is imperative. “I think that that's one step a lot of fashion and retail brands miss. They take the feedback in, and they come out with a new or better product, but the customer doesn't know because they don't communicate that message to them to say, ‘We took this in from you, we have this new version out, come and try it again,” he says. 

Treating customers as stakeholders

Peruse Andrea Iyamah’s Pinterest and their inspirations draw from a cornucopia of African cultures, stories, and experiences. Traditional details can be found in every piece, from a modern sleeveless dress in the recognizable silhouette of a Kaftan to jumpsuits adorned with sculptural pleats similar to those found on a Gele. The room to innovate is boundless, especially with their Treasures.

The AZO Mini Dress in Tangerine from Andrea Iyamah

Treasures, the term of endearment for their customers, are the backbone of Andrea Iyamah. Without the support and feedback of their Treasures, the brand would not have crossed international borders, dressing icons like Michelle Obama, Gabrielle Union, Ciara, and Kate Hudson.

‎“We treat our customers as our stakeholders. We believe they’re the driving force of the brand and its vision, hence our goal to make them feel valued and appreciated,” TJ emphasizes.

On Instagram, they spotlight their Treasures’ voices with Instagram carousels of rave reviews on Twitter. One Treasure confidently states, “Andrea Iyamah never misses… I swear.”

“You have to take in every single detail. That is where the brand meets the stakeholder. That's where they both come together. I never give credit to just either or. They both come together to create and to curate this amazing masterpiece.” —TJ Balo on handling custom orders

Continuous learning is vital to leadership

For a business that’s been operating for over a decade, you could say Andrea Iyamah has accomplished everything. But for TJ, the learning never stops. “Research and ensuring that you're actually taking in that research is the genesis of staying on the cutting edge.” 

He recognizes that they aren’t the first to do it in their industry, that there are countless other companies making great strides. Nonetheless, he wants to be the best to do it. “As we grow, as a business, as a brand, as a company, even just as a team generally, I want to be a reflection of what I would like from my team. You can never know it all. Continuous learning is also leadership.”

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5 min read.
Customer experience insights 2023

Ecommerce Customer Experience in 2023: Insights & What’s Next in 2024

Find out how thousands of ecommerce brands delivered customer experience in 2023, then explore the CX trends of 2024.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR: 

  • Shipping status, refunds, and damaged orders were the top customer concerns of 2023
  • The average first response time was 7.6 hours, a resolution time of 18.6 hours, and a CSAT score of 4.5/5
  • On average, 15% of interactions were resolved with automation
  • Experts predict that 2024 will focus on strategic planning, optimized AI use, more real-time communication, and amplifying the voice of CX within companies

This year, we witnessed customer service teams from 16,140 brands support over 77 million shoppers and millions of tickets with Gorgias. 

As we turn to a new chapter, we want to spotlight how six of the top-performing industries delivered customer service in 2023. 

From food to fashion, we’ll see how quickly agents answered questions, then discover what customers were asking, and learn from experts about what customer experience trends to expect in the new year.

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Support teams resolved tickets in 2.5 business days

Step into the ecommerce world, where you’ll find a vibrant population of merchants, each with their own niche and groups of loyal customers. Together, they generated $1.45 billion in revenue in 2023. 

Of course, this would not have been possible without the grit of customer service teams and their dedication to customer satisfaction. 

Support teams across 20 industries answered customer inquiries within one business day and solved them in two and a half, resulting in very satisfied shoppers. Impressively, 15% of interactions were fully automated and resolved on average.

Here are the average industry support stats:

  • First response time: 7.6 hours
  • Resolution time: 18.6 hours
  • CSAT score: 4.5/5
Average support performance across 20 industries in 2023
 

From food to fashion: a cross-industry glance at support statistics

The most popular ecommerce industries — Apparel and Fashion, Health, Wellness, and Fitness, Cosmetics, Food and Beverage, Consumer Goods, and Luxury Goods and Jewelry — were the top performers. 

Using exclusive Gorgias data, we’ll look at how support teams from these industries handled tickets. Then, we’ll gain expert insight into the ecommerce experience in 2023, and how experts predict it will change in the coming year.

Apparel and Fashion strutted with a 4.5/5 CSAT score

Our first stop is the bustling market of Apparel and Fashion. We’re all familiar with how tricky online clothes shopping can be. Most likely due to issues with sizing and style, support teams mainly dealt with inquiries about:

  • Shipping status
  • Returns
  • Refunds

Yet, despite receiving the highest number of customer tickets among the six industries, Apparel and Fashion brands kept customers happy. They responded within one business day and resolved issues within two, with 15% of interactions being resolved with automation.

Here are their stats compared to the overall industry average:

  • First response time: 8 hours (+0.4 hours)
  • Resolution time: 17 hours (-1.6 hours)
  • CSAT score: 4.5/5
Apparel & Fashion response and resolution times
According to Loop, over 50% of their merchants now charge for certain returns, including fees for exchanges and returns for store credit. This change aligns with consumer preferences, as their report shows 70% of shoppers are willing to pay for premium, convenient experiences, a trend already embraced by half of these customers.

Cancellations and returns were Health, Wellness, and Fitness’ biggest hurdles

The next stop on our tour is the thriving Health, Wellness, and Fitness industry.

Unfortunately, brands in this sector had a challenging year keeping up with unpleasant tickets about:

  • Shipping status
  • Subscription cancellations
  • Refunds

Perhaps support teams could have automated more than 15% of interactions to handle these repetitive tickets better. But despite their slower-than-average first response time, customers were still pleased with the support experience:

  • First response time: 9 hours (+1.4 hours)
  • Resolution time: 18.3 hours (-0.3 hours)
  • CSAT score: 4.5/5
Health, Wellness & Fitness response and resolution times

Expert Insights: Amanda Kwasniewicz, the VP of Customer Experience at women’s wellness brand Love Wellness, highlights that personalized customer service has been a key trend of 2023. She’s observed that customers now expect to receive personal recommendations during their shopping journeys.

Cosmetics enhanced support with 18% automation

Now, take a peek at the fast-growing Cosmetics industry, and you’ll see how eager customers were to check out the hype around both small businesses and celebrity brands.

Given the boom of influencer marketing for these highly personal products, customers often inquired about:

  • Shipping status
  • Feedback
  • Damaged orders

To solve these tickets, support teams automated 18% of interactions and attained faster times than average:

  • First response time: 7 hours (-0.6 hours)
  • Resolution time: 15.8 hours (-2.8 hours)
  • CSAT score: 4.5/5
Cosmetics response and resolution times

Food and Beverage served it fresh with a 5-hour first response time

Getting hungry? This year, the growing appetite for Food and Beverage in the ecommerce world was unmistakable. Beef jerky or freshly squeezed fruit juice, customers savored their snacks. But it also didn’t stop them from being tough critics. 

The main issues raised to Food and Beverage support teams revolved around: 

  • Shipping status
  • Feedback
  • Damaged products

Luckily, they cut down their first response time by automating 15% of interactions — nearly three hours faster than average:

  • First response time: 5 hours (-2.6 hours)
  • Resolution time: 17.2 hours (-1.4 hours)
  • CSAT score: 4.5/5

Expert insights: Zoe Kahn, former Manager of CX & Retention at Chomps and now Owner of Inevitable Agency, saw inventory issues as a major challenge of 2023. The complexity of inventory logistics is difficult for consumers to understand, leading to higher outreach from customers wondering when items would be back in stock. "Quieting those concerns is really difficult," Zoe notes. However, after witnessing inventory issues over the last few years, Zoe realized that "it's inevitable that inventory problems will happen because of how challenging the logistics of selling a product are."

Food & Beverage response and resolution times

Consumer Goods has CSAT down pat with a 4.6/5

There’s a lot to explore in the all-encompassing Consumer Goods industry. You’ll find brands that sell everything from sustainable water bottles and furniture to everything else in between, like dog toys and mystery subscription boxes.

While Consumer Goods brands only automated 14% of interactions, their resolution time was two hours faster than the industry average, resulting in the happiest customers among the six industries:

  • First response time: 8 hours (+0.4 hours)
  • Resolution time: 16.4 hours (-2.2 hours)
  • CSAT score: 4.6/5 (+0.6)
Consumer Goods response and resolution times

The top tickets Consumer Goods brands received were about:

  • Shipping status
  • Damaged orders
  • Customer feedback

Expert Insights: Ren Fuller-Wasserman, the Director of Experience at TUSHY, notes that the impact of the macroeconomic climate was among the top challenges faced in 2023. “As there's talk of recession and inflation, people are really looking for products that provide added value,” she says.

Our partner Okendo, a growth marketing platform that has worked with well-known brands like SKIMS and Rhode, notes that tech stack consolidation has been the top priority in 2023. They saw that merchants who used a multifaceted product with app integrations resulted in a 15x return on investment

Luxury Goods and Jewelry polished interactions with 28% automation

Our final stop is at the small gem of an industry, Luxury Goods and Jewelry. Making sure their pricey wares arrived to customers safely was the top priority. That’s why the top questions support teams received were in regard to:

  • Shipping status
  • Discount requests
  • Damaged orders

Out of all the industries, Luxury Goods and Jewelry brands automated the most interactions at 28%, which certainly helped to shorten response and resolution times:

  • First response time: 6 hours (-1.6 hours)
  • Resolution time: 17.1 hours (-1.5 hours)
  • CSAT score: 4.4/5 (-0.1)
Luxury Goods & Jewelry response and resolution times

Expert Insights: Caela Castillo, Director of CX at Jaxxon, advises preparing early for BFCM but being flexible to change. She notes, “Sometimes you need a different perspective,” acknowledging that agents are valuable resources to gain customer insights, especially when it comes to planning new customer service strategies.

How to prepare for ecommerce in 2024 (according to experts)

It’s been a fruitful year of expediting the traditionally slow support process. However, with greater strides made in AI technology, ecommerce has only scratched the surface of providing accelerated service. 

We interviewed ecommerce experts who saw the rise and fall of trends in 2023 and are ready to use their learnings to make the new year better. 

Here are the top four actions ecommerce companies should take in 2024. 

1) Identify business goals to adapt to new tech

We’re constantly fed an endless stream of new technology, which can be a distraction to business goals. That’s why the CTO of ecommerce agency Novatize, Pierre-Olivier Brassard, highly recommends planning a robust strategy first. Clear business goals will help teams pick the best tools — not the other way around.

2) Maximize the use of AI to streamline support

Customer service management platform TalentPop saw AI as the top CX trend of 2023. They foresee late adopters using AI next year, while early adopters will focus on optimization. To get ahead of the game, TalentPop recommends that support teams research all AI options since CX will only become more saturated with AI tools.

Brandon Amoroso, Founder & President at Electriq and Co-founder at SCALIS observed similar trends. In 2023, many CX teams implemented more self-service options for customers. Going into 2024, Brandon notes that a “continual integration of AI into the entire customer experience” is likely.

3) Offer real-time communication options

As social shopping gains traction, marketing platform Yotpo predicts customers are going to look for more real-time communication with brands. In fact, HubSpot reports a 45% year-over-year surge in using social media DMs for customer service. Therefore, using tools that enable interactions through DMs or text, like Yotpo SMS, will be a crucial strategy in the upcoming year.

4) Amplify the voice of the customer

Amanda Kwasniewicz, VP of Customer Experience at Love Wellness, advises CX leaders to ensure their contributions are recognized. Kwasniewicz notes that support teams often know the business better than any other department. "Beat the CX drum loudly. If you're not in the room, find a way in the room," she stresses.

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

Further reading

30 Live Chat Customer Service Templates, Responses, and Scripts for Any Situation

By Gorgias Team
11 min read.
0 min read . By Gorgias Team

TL;DR:

  • Live chat has a positive impact on customer loyalty, sales, and revenue.
  • Predefined responses save time and ensure consistent quality.
  • Templates for greetings, handling angry customers, managing returns, boosting sales, and ending chats positively.
  • Leveraging automation through chatbots can enhance efficiency.
  • Balance personalization and efficiency when using live chat templates and scripts.

79% of companies say that live chat has had a positive impact on customer loyalty, sales, and revenue. However, delivering consistently high-quality live chat experiences can be a challenge, especially when live chat agents repeatedly encounter the same questions and inquiries. 

By using a set of predefined responses, you’ll enable your customer service team to save time, ensure consistent quality, and offer a smoother customer experience.

Whether you’re just starting to build out your live chat support strategy or looking to streamline your existing processes, here are some live chat response examples for the most common scenarios your support team will encounter.

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Live chat templates that greet customers

Getting the initial interaction right sets a positive tone and builds rapport with customers. First impressions count! Here are some templates to help your agents start the conversation on the right foot.

Template 1) “Hi there! Thanks for reaching out to [business name]. My name is [agent name] and I’m here to help. What can I support you with?”

Template 2) “Hey and welcome to [business name]! I’m [agent name]. What brings you here?”

Template 3) “Hello! This is [agent name] from [business name]. Thank you for reaching out. How can I help?”

Template 4) “Hi! Thanks for reaching out to us. I'm [agent name]. If you have any questions about [business name] and our [products/services], let me know!"

Personalized, templated greetings like these help live chat agents balance a consistent brand tone with efficiency.

Live chat scripts to address angry customers with care

Dealing with angry customers can be challenging, but having the right scripts on hand can make a big difference by speeding up resolution times and improving customer satisfaction. Here are samples of canned responses for de-escalating tense situations:

Template 5) “I really appreciate you reaching out to us to let us know this happened, [customer name] – I’m going to help resolve this for you right away. In order to get this sorted out, can you please share [photo, more information, etc] with me?”

Template 6) “I am so sorry for the inconvenience that you’ve experienced. That’s not the customer experience we strive for at [company name]. Let me look into this further and see what I can do to make this right. If necessary I can talk with my team to see what else we can do.”

Template 7) “[Customer name], I so apologize for the error on our end. I’m going to look into this for you right away. It should only take a couple of minutes. Thanks for your patience!”

Template 8) “I’m sorry to hear that you’ve experienced this issue and I apologize for the trouble. Let’s work together to find a solution that you're happy with.”

By acknowledging the customer’s frustrations and demonstrating a genuine desire to help, your live chat agents can turn a potentially negative situation into a positive one. That's something that Ren Fuller-Wasserman, Director of Customer Experience at bidet brand TUSHY, feels strongly about:

“We’re fervent believers that even the worst customer experiences are actually opportunities ripe for the Poo-Rus to convert into meaningful customer interactions, experiences where we can show a customer that we’re truly listening and have heard their concerns.

We can’t always solve every problem, but our customers knowing that they have a real live pooping human supporting them through their woes has been invaluable in building lifelong product and brand relationships.”

📚 ‎Recommended reading: How TUSHY Approaches Customer Service vs. Customer Experience

Templates to streamline returns, cancellations, or exchanges

Handling returns, cancellations, exchanges, and other routine customer requests can be tricky, but having the right scripts can help ensure a smooth process. The following live chat examples can guide your agents through the necessary steps while providing a consistent high-quality experience for your customers.

💡 Tip: Gorgias's integration with Shopify means all customer context, like their contact information, past orders, order numbers, and shipping status are available for each agent, right in the customer sidebar. No switching tabs or asking customers for simple details again!

Template 9) “I can definitely assist you in returning or exchanging that item. In order to get the process started, can you send over your [order number, email, etc.]?”

Template 10) “I understand you’d like to cancel your order. Let me review the status and see what I can do. Can you provide me with [cancellation reason, order number, etc]?”

Template 11) “[Customer name], Confirming that I've canceled your order [number of last order] and issued a refund. As a reminder, the refund can take [# of days] to process. We refunded the original amount to the same credit card you used to make the purchase.”

Template 12) “No problem, we can certainly process an exchange for you. Could you let me know the item you’d like to exchange and the new item you’d prefer? ... Ok, I’ve swapped out [item name] for the [item name] you originally selected. Can you please confirm that the following [billing information, address, etc] on file is correct? … Is there anything else I can help with?”

Gorgias has empowered clients like Marine Layer, a clothing retailer known for its fun, vibey brand and high-quality clothes, with numerous retail locations and a strong online presence to excel by using templates.

Emphasizing customer-centric experiences, Marine Layer has harnessed chat scripts to streamline and harmonize communication and reduce first response time, resulting in a 68% decrease in resolution times. This approach, featuring clear, brand-aligned messaging, has significantly boosted online successes, enhancing customer support efficiency, customer satisfaction, and increasing online orders.

Discount coupon templates 

Who doesn't love a good discount code? Letting shoppers know that you're running a promotion can help take them from browse to checkout.

💡 Tip: Gorgias Convert can automatically trigger coupon codes based on different behaviors. For example, yoga brand Manduka shares a discount code in chat when a shopper looks like they're about to exit the website.

Template 13) “Hey there [customer name]! Good news: [company name] is offering a discount on [promotional item or discount amount]. Questions? Let me know!” 

Template 14) “I noticed you’ve been browsing our [product department name/category] collection. I wanted to let you know that we have a special bundle deal that includes [detail the deal]. Let me know if you want to learn more!”

Template 15) “I have some great news - we’re currently offering [discount percentage] off your entire order. Would you like me to apply that discount to your cart? “

Template 16) “Just to say thanks for being awesome, I’d like to offer you an exclusive [discount percentage] off coupon code to use on your next purchase.”

By adapting their approach, agents can elevate a simple sales pitch into a valuable, personalized experience. Through chat scripts, agents are equipped to inform website visitors about general information and perks such as qualifying for free shipping or securing a discount, serving as effective conversation starters that incentivize visitors to make a purchase before leaving a website.

Templates for managing out-of-stock items 

Handling out-of-stock situations in response to customer requests can be a delicate balancing act. On one hand, you have disappointed customers who were eager to make a purchase, on the other, you have the realities of inventory management. With the right chat scripts, agents can maintain a positive experience. Try:

Template 17) “Oh shucks! [product name] isn't available right now. But, it will be back soon. Would you like me to put you on a waitlist so you’re the first to know when it’s back in stock?”

Template 18) “I apologize, but it looks like the [product name] you’re interested in is currently out of stock. We’re expecting a new shipment in the next [number range] business days. Why don’t you provide me with your email address or phone number and I can notify you by email or text as soon as it’s back in stock?”

Template 19) “Unfortunately, the [product name] is sold out at the moment. However, I’d be happy to suggest some similar items that are available if you’d like?”

Live chat templates to help boost sales

When customers are actively browsing your site and adding items to their cart, using proactive customer service messages in your chat scripts can provide valuable guidance and encouragement to help seal the deal.

📚 Recommended reading: How to Leverage the Power of Live Chat for Sales

Here are some scripts that team members can use:

Template 20) “The [product name] is one of our best sellers! Other shoppers love it for its [key feature] and [key feature].”

Template 21) “I noticed you’ve been looking at the [product name]. What questions about it can I help answer?”

Template 22) “Based on the items you’ve been exploring, I think you might really like our [product/service] line. It has [key features/benefits] that are designed for [features]. Does this sound like it could be a good fit?.”

The key is to strike the right balance between guiding the customer and empowering informed decisions. As Shinesty – a rapidly growing, innovative apparel brand known for its distinctive, themed underwear and custom-branded collections – gets it right. “We got a lot of praise from our customers, and they talk highly of our CX team after 1:1 interactions.” – Molly Kerrigan, Senior Director of Retention at Shinesty.

By leveraging these sales-boosting live chat scripts, your customer service team can provide the high-touch service customers appreciate in real time and drive more conversions.

Tactful cross-selling and upselling chat scripts

Offering upgraded products can be a great way to increase your agents’ average order value. These templates can help your live agents navigate the cross-sell and upsell process with finesse.

Template 23) “Since you’re interested in the [product name], I wanted to let you know that we also offer a [upgraded product name] with [additional feature] and [additional feature]. Want to learn more?”

Template 24) “I noticed you had [product name] in your cart. [Product name] is the perfect compliment. Together, they [benefit] and [benefit].”

Template 25) “Great choice on the [product name]! While you’re here, I wanted to mention our [bundled product name] – it includes the [original product name] plus [additional item] and [additional item] for a discounted price. Let me know if you have any questions!”

By focusing on the customer’s needs and offering genuine value, live chat agents can turn these interactions into a win-win for both shoppers and your business. 

Templates for ending chats on a positive note

Just as important as starting the conversation on the right foot, wrapping up the live chat conversation with a positive tone can leave a lasting impression. Here are some live chat templates to help agents gracefully conclude the conversation:

Template 26) “Is there anything else I can assist you with today? I’m happy to help. … If there is nothing else, feel free to reach out at any time with any more questions. Have a great day!”

Template 27) “I’m so glad we could resolve your issue today! If you need anything else, just send us a message any time. We're online during [hours] if you need a speedy response. Take care!”

Template 28) “Thanks for reaching out! Don't hesitate to shoot us a note if you have any other questions in the future. ”

Template 29) “Thanks for reaching out and letting us know about your experience with us! Have a wonderful rest of your day.” 

Template 30) “Thanks so much for your order! I hope you love your new purchase!”

By leaving customers feeling valued and supported, agents are setting the stage for future positive interactions. The idea is to ensure the customer is happy. In fact, 91% of customers say good service is essential and makes them more likely to purchase from the company again. 

Leverage automation for efficiency

While live chat templates and chat support scripts can significantly improve the quality and consistency of your customer support, automation takes things to the next level. 

Gorgias Automate can handle routine, high-volume inquiries, provide a seamless customer experience, improve efficiency, resolution times and save you money. By combining the power of live chat templates and the efficiency of Automate, you can empower your live chat agents and support team to focus on more complex issues that require a human touch, enhancing the customer experience.

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New Data Shows 4 Ways Automation Impacts Customer Service

By Christelle Agustin
8 min read.
0 min read . By Christelle Agustin

Since ChatGPT was introduced in November 2022, customer service automation has stormed its way into almost every industry, including ecommerce. This leap in technology has paved the way for companies to increase their support efficiency dramatically, as demonstrated by the buy-now-pay-later service Klarna, which recently resolved two-thirds of customer service chats with AI

The business gains arising from automation are evident. Faster and smarter tools mean less time handling mundane tasks and more time improving the customer journey with meaningful conversations, personalized experiences, and seamless upselling opportunities.

At Gorgias, our mission is to elevate customer experiences with automated solutions. To determine the impact, we analyzed data from over 14,000 merchants who use automation compared to those who do not.

Our data revealed a 36% increase in repeat purchases, a 37% reduction in first response time, a 52% reduction in resolution time, a 27% decrease in the ticket-to-order ratio, and a 1% increase in CSAT when automation is used.

These compelling results assert our belief in automation as the next, inevitable step for scaling support teams.

“AI is going to help us transform ourselves into deeper thinkers by taking over simple, standardized functions” —Ron Shah, CEO and Co-founder at Obvi 

The shift in customer service: doing more with less

Before automation, customer service teams scrambled to hire more agents as their customer bases grew. When Black Friday and other peak seasons arrived, hiring more agents was the Band-Aid fix. Today, companies are opting for leaner support teams as automation allows them to do more with less. The benefit? Teams can scale and improve the quality of service without temporarily bringing on new staff.

Automation works like a junior support agent but at a higher efficiency. It can handle frequently asked questions like where is my order? and customize responses according to brand voice. So, as repetitive tasks are handled in the background, agents can focus on more complex tickets, such as product-specific questions or technical issues that require troubleshooting.

“Before, agents had to handle it all. Now, they rarely take a ticket about frequently asked questions. They’re only handling escalations, special product-related questions, and things like that.” —Caela Castillo, Director of Customer Experience, Jaxxon

Automation is redefining customer experiences

The flexibility of automation makes it the ideal tool for personalized customer service. Aside from being a keyboard shortcut or macro, automation can be a hands-off assistant that can engage customers and influence as much as 25% of revenue.

At Gorgias, automation is at the core of our products, powering almost every feature in Helpdesk, Automate, and Convert. It allows merchants to deliver delightful and personalized customer interactions across various channels and touchpoints in the customer journey.

While automation is only one of many factors, we’ve found it to positively impact support performance metrics. Based on our data, merchants who used automation saw clear improvements in repeat purchase rates, response times, resolution times, tickets per order, and CSAT scores.

Automation led to 36% more repeat purchases

Retaining customer loyalty is challenging even when brands launch loyalty programs, as customers are discouraged by the effort required to receive rewards. However, Gorgias data shows that simply using automation can increase repeat purchase rates. Within 28 days, merchants who automated up to 20% of tickets increased their repeat purchase rate by 8 points.

‎Yoga apparel brand Manduka used Gorgias Convert's on-site campaigns to influence customers to purchase multiple products. The campaign convinced shoppers to hit a $100 order total for free shipping by recommending small additional items they may be interested in. Their campaign brought in nearly $12,000, proving that automation can directly affect revenue.

“We want to be able to target our repeat customers who have purchased a lot, and say, ‘Welcome back! Here's a new product that would go wonderfully with the item you bought last time.’ It would be a wonderful translation of the in-person retail experience where staff know what you like, so they can assist you better.” —Jessica Botello, Customer Service Manager at Manduka

Automation accelerated first response time by 37%

First response time cut down by 37% after automating

‎Automated responses resolve tickets in zero seconds and result in faster first response times. On average, merchants using automation respond 37% faster than ones who don’t automate customer service.

Responding to customers as quickly as possible is especially important during busy seasons like Black Friday and Cyber Monday so that revenue-generating questions don’t get pushed to the backlog. The customer experience team at health supplement brand Obvi was able to drive 3x more purchases from support conversations compared to previous years.

Faster response times also mean agents are able to make stronger connections with customers. For Obvi’s CX team, it translated to more time to engage with their vibrant Facebook community:

“Instantly, our CX team had time to prioritize important matters, like being active in our community of 75,000 women instead of sitting answering emails.” —Ron Shah, CEO and Co-founder at Obvi

Customer issues are resolved 52% faster with automation

When customer tickets are automated, resolution times improve dramatically. Merchants using automation resolved tickets 52% faster than those without.

Automation is especially helpful in answering pre-sales questions. High-end luggage retailer July deflected 450 tickets a month immediately after activating Quick Responses, one-click FAQs that live in Chat. Their Head of Operations and CX, Alex Naoumidis, notes that setup was “so easy, with a huge payoff.”

This significant efficiency gain ensures customers are well-educated about their products, leaving agents time to personalize the rest of the customer journey.

Automation decreased ticket-to-order ratio by 27%

As automated responses provide quick solutions to customer issues, customers need to contact support less. Based on our data, brands that automate 10% or more of their tickets see a decrease in billable tickets per order. Brands with little to no automation do not see a significant improvement in the ticket-to-order ratio.

For apparel brand Shinesty, automating more than 10% of tickets greatly decreased the number of tickets per order by 27%. Self-serve tools like interactive conversations called Flows and Article Recommendations enabled customers to solve issues relating to discounts, subscription policies, and returns on their own.

“Automate would be useful for any ecommerce company that needs to lower their ticket counts, or wants to provide a more consistent experience.” —Molly Kerrigan, Senior Director of Retention at Shinesty

30 days of automation allow brands to scale faster

‎Thirty days after setting up automation in Gorgias, brands enjoyed a 1% increase in CSAT score, a 4.51 score compared to 4.46 for non-automating brands. Even though satisfaction only nudged an inch, the positive effects reached support teams, improving agent morale and team alignment.

Molly Kerrigan, Senior Director of Retention at Shinesty, emphasizes the importance of preserving quality customer interactions during growth, "We get a lot of praise from our customers, and they talk highly of our CX team after 1:1 interactions. We can’t lose that as we scale." 

Since Gorgias provides in-depth conversation analytics, CX teams are finally able to see their impact.

“Tracking customer satisfaction scores in Gorgias is a really big help to us. Before, we didn't know if we were doing well or not, but now we can see people like the service we provide. We use the KPI tracking data for internal monthly meetings to review performance and see where we can improve,” says Deja Jefferson, Customer Experience Manager at Topicals.

Clearly, balancing automation with personalization significantly improves the customer journey. Given that customers with positive customer experiences are 2.7 times more likely to do repeat business, the value of automation is unmistakable.

In the future, agents will be AI coaches

AI progress has advanced in a short amount of time. But to remind you, this is only the beginning of what automation and AI can do in customer service. We envision AI as a constant work in progress, meant to intake information until it is capable enough to handle more complex tasks. This means agents will spend more time building strong customer connections and finding ways the business can grow.

Gorgias is at the forefront of this evolution, developing automation and AI-driven solutions like an AI-generated Help Center, an AI Agent, a generative AI assistant that autonomously answers customer questions, and an Interaction Quality Score to measure and report on AI-customer interactions. Gorgias aims to transform how support teams and customers interact with AI, paving the way for more impactful customer experiences on a human scale.

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How to Optimize Your Help Center for AI Agent

By Christelle Agustin
16 min read.
0 min read . By Christelle Agustin

TL;DR:

  • AI Agent, Gorgias’s conversational AI tool, uses your Help Center as its primary knowledge source to autonomously handle over 30% of customer email inquiries.
  • Ensure your Help Center articles address all relevant topics such as shipping, orders, product information, and account management.
  • An updated Help Center boosts AI Agent's ability to deliver accurate and relevant responses.
  • Ready your Help Center for the upcoming AI Agent beta in May 2024 by using our 50+ article templates.

Your Help Center is a great resource for sharing information with customers. And as AI technology transforms customer support, the Help Center now also serves as a data source that provides AI with the knowledge to answer questions.

Gorgias’s AI features function by drawing on information from knowledge sources. For example, Gorgias’s AI can draw upon your past support tickets to generate Help Center content. Likewise, our upcoming AI Agent uses your Help Center to write and send answers to customer questions.

Our AI Agent is coming July 1st (with a Beta starting in May). Below, we'll explain why an up-to-date Help Center that covers all your policies is the best way to prepare for AI Agent, gain admission to the Beta, and resolve 30%+ of your email support interactions.

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Help Center: The foundation of AI Agent’s knowledge

AI Agent is a conversational AI tool that answers customer support emails by learning your brand’s policies and processes from your Help Center. It can understand a wide array of questions and generate unique responses that are helpful, personalized, and accurate.

Unlike AI tools like ChatGPT or Gemini, which are trained on public information, AI Agent specifically works with your data. Its first layer of support is your Help Center, a database of articles about your products and policies. From there, you can complement its knowledge with data from Macros and connected ecommerce tools like Shopify. 

With AI Agent as your level 1 support, your team can focus on escalated or VIP tickets and other projects you may not currently have time for. 

The crucial step to fully prepare AI Agent is to make sure your Help Center articles are accurate and up-to-date. You don’t need to have your Help Center published or linked on your website — however, articles must be published and not saved as drafts. 

How to tell if your Help Center is ready for AI Agent

To hit the ground running with AI Agent, your Help Center must meet a few criteria. Here’s a checklist to prepare your Help Center:

✔️ Answers all relevant topics

Ideally, customers should find answers with just one click. You can achieve this by publishing articles that answer your customers’ top concerns. 

We’ve compiled the most important Help Center articles to have, with the starred questions being essential to include. You can skip to the bottom of this post to find templates for these topics: 

Shipping & Tracking

  • ⭐️ Where is my order? (WISMO)
  • ⭐️ How do I track my order?
  • ⭐️ How do I get my tracking number? 
  • ⭐️ How much does shipping cost?
  • ⭐️ Do you offer free shipping?
  • ⭐️ International shipping / do you ship worldwide?
  • ⭐️ Do you offer expedited shipping?
  • ⭐️ How long does delivery take?
  • Why can’t I track my order?

Orders & Payment

  • ⭐️ Can I edit or add anything to my order?
  • ⭐️ How do I apply promo/discount codes?
  • What methods of payment do you accept?
  • Where do I get promo codes/discounts?
  • My promo code isn’t working
  • Forgot to add a promo code (but already purchased)
  • How do Shop Pay installments work?
  • How do I update the billing information on my order?
  • How do I purchase a gift card?
  • How do I use a gift card for my purchase?
  • Do you price match for sales?

Order Issues

  • ⭐️ What is your return/exchange policy?
  • ⭐️ What is your cancellation policy?
  • ⭐️ How do I initiate a return?
  • ⭐️ How do I initiate an exchange?
  • ⭐️ How do I cancel my order?
  • ⭐️ How do I get a refund?
  • ⭐️ Order is marked delivered but not here
  • ⭐️ What do I do if I receive the wrong item in my order?
  • Right product was delivered but wrong size/style/color/etc.
  • Item is missing from my order
  • Does not fit/not true to size
  • I’m having a reaction to the product
  • Order damaged

Product Information

  • Sizing
  • Styles
  • Materials/Ingredients
  • Product recommendations
  • How to use this product
  • How long does this last?
  • How to store this product (if it’s perishable)?
  • Product care / washing / cleaning
  • Differences between similar products

Accounts/Subscriptions

  • ⭐️ How do I use these benefits/rewards points?
  • ⭐️ I’m having trouble logging in
  • ⭐️ How do I cancel my membership/subscription?
  • ⭐️ How do I skip a subscription shipment?
  • ⭐️ How do I update my subscription items?
  • How do I set up an account?
  • How do I become a member/subscriber/loyalty program?
  • What are the member benefits? Why should I sign up?
  • I forgot my password / Reset my password 
  • How do I change my default address?

✔️ Up-to-date and accurate articles

As an online business, your information constantly changes, including policies, product updates, and brand revamps. Review older articles, particularly those over a year old, to ensure the information is still accurate. 

Here are the most important elements to update: 

  • Policies, e.g. international shipping, order processing times, return windows, your contact details
  • Product names and availability
  • Links (to key pages on your website or self-service portals)

✔️ Includes important links

If your articles point to other web pages, you’ll want to make sure the right texts are hyperlinked, and the links do not lead to 404 pages.

Some important links to include:

💡 Pro Tip: Avoid including statements in your articles like, “To resolve this issue, contact us at [email]” as this confuses the AI Agent.

✔️ Articles are published

Ensure your articles are published so AI Agent can learn from them. Whether the article is Unlisted or Public, you must take them out of Draft mode. An article left in Draft mode remains invisible to AI Agent. To confirm that your article is published, check the top right corner of the editor to ensure the article is “Published” and not “Unsaved.”

Choose to make your Help Center articles Public or Unlisted
Modify the category, visibility settings, and language of a Help Center article in the editor.

That said, if you’re not ready to share your Help Center with customers,  you don’t need to publish the Help Center itself.

Toggle whether you want your Help Center to be live
You can choose to publish your Help Center live or keep it hidden.

Related: How to boost your Help Center’s visibility

How to build a Help Center as quickly as possible

If you don’t currently have a Help Center, you can set one up and start filling it with articles within a couple of hours. Below are three strategies that will let you create the most comprehensive Help Center, fast.

1) Use AI to create articles

When you create a Help Center on Gorgias, you can access the AI Library. The AI-generated articles are based on your past conversations with customers and their concerns. You can edit them to suit your brand voice and policies.

AI Library gif
Gorgias’s AI Library automatically generates articles based on what your customers inquire about.

As of now, only accounts with a single Shopify store connected have access to the AI Library. We expect multi-store accounts to gain access to this feature by mid-May 2024.

Related: Our AI Library Help Doc

2) Use article templates

Accelerate the setup of your Help Center by using pre-written article templates. These templates cover common customer inquiries and ensure consistency in response quality and format. 

Gorgias offers six ready-to-use Help Center article templates that cover essential topics. These templates enable you to quickly establish a strong database without wasting agents’ time.

A GIF of Help Center article templates
Gorgias makes it easy to create a Help Center with six ready-made article templates.

3) Leverage existing content

Take stock of your existing content, such as FAQs, product guides, and blog posts. Convert this content into Help Center articles and properly categorize them based on the topic for seamless user navigation.

💡 Pro Tip: Each article should only ask one question. This helps AI Agent to easily decipher the purpose of each article.

Evolve Skateboards
Evolve Skateboards links their YouTube videos in their Help Center.

50+ Help Center Article Templates with Answers

To speed up Help Center creation, we’ve provided article templates covering topics from shipping and tracking and account creation to product information. Simply edit the details and add the necessary links based on your policies.

Shipping & Tracking

⭐️ Where is my order? (WISMO)

To check the status of your order, please visit our Order Tracking Portal and enter your email address and order number. We update our tracking information as soon as it is available.

⭐️ How do I track my order?

Once your order has shipped, we'll send you a confirmation email with a tracking link. Click on the link to view the latest updates on your order and its estimated delivery date.

⭐️ How do I get my tracking number?

Your tracking number will be emailed to you when your order ships. If you haven't received it, please check your spam folder. If it's not there, please contact our customer support team.

⭐️ How much does shipping cost?

Shipping costs vary depending on the weight of your order and the destination. To view shipping costs, simply add items to your cart, proceed to checkout, and enter your shipping address. The applicable shipping fees will be displayed before you finalize your order.

⭐️ Do you offer free shipping?

Yes, we offer free standard shipping on orders over [$#]. A standard shipping fee will be applied to orders under [$#].

⭐️ Do you ship worldwide?

We ship to [#] countries worldwide. Shipping costs and times vary depending on the destination. For detailed information and to see if we ship to your country, please visit our international shipping page.

⭐️ Do you offer expedited shipping?

Yes, we offer expedited shipping options for most locations. You can select your preferred shipping method at checkout. Additional charges will apply for expedited shipping.

⭐️ How long does delivery take?

Delivery times vary depending on the destination and the shipping method selected. For standard shipping in [country], expect your order to arrive within 5-7 business days. International orders may take 10-20 business days. 

Why can’t I track my order?

If you can’t track your order, it may be for several reasons: the tracking information is not yet available, the tracking number is incorrect, or there may be a delay in the tracking system updates.

Please allow up to 24 hours for your tracking information to become available after receiving your shipping confirmation email. If you still face issues, contact our customer support team for further assistance.

Order & Payment

⭐️ Can I edit or add anything to my order?

Once an order is placed, we are unable to make changes to the order. However, if you need to update your shipping address or contact information, please contact our customer service team immediately after placing your order.

⭐️ How do I apply promo/discount codes?

To apply a promo or discount code, proceed to checkout and enter your code in the 'Discount Code' field. Click 'Apply' to see your new total before finalizing your order. Only one code can be used per order.

What methods of payment do you accept?

We accept various payment methods including Visa, MasterCard, American Express, and PayPal. 

Please note that we do not accept personal checks or money orders. 

Where do I get promo codes/discounts?

To get promo and discount codes, make sure to subscribe to our newsletter, check our homepage, and follow us on social media to get the latest deals. 

My promo code isn’t working.

The promo code you entered may not work due to an incorrect input (check that you have entered the right letters and numbers), specific conditions (like minimum spend), or an expiry date. If you continue to experience issues, please contact our support team for assistance.

I forgot to add a promo code but already made a purchase.

If you forgot to apply a promo code at checkout, please contact our customer service team as soon as possible. Depending on the status of your order, our team may be able to apply the promo code for you.

How do Shop Pay installments work?

Shop Pay Installments allow you to split your purchase into multiple payments, interest-free. At checkout, choose Shop Pay, select 'Installments', and follow the prompts to set up your payment plan.

How do I update the billing information on my order?

To update your billing information, you may log in to your account and change your information from the Account Settings page. If you do not have an account, please contact our customer service immediately.

How do I purchase a gift card?

Gift cards can be purchased directly from our website. Visit our gift card section, choose the amount, and complete the purchase. The gift card will be directly emailed to you or to the specified recipient.

How do I use a gift card for my purchase?

To use a gift card, enter the code in the 'Gift Card or Discount Code' box at checkout. The value of the gift card will be deducted from your order total.

Do you price match for sales?

We offer price matching for sales within [specific timeframe] of purchase. If an item you’ve bought goes on sale within this period, please contact our customer service to adjust the price difference. Note that certain conditions may apply.

Order Issues

⭐️ What is your return/exchange policy?

We accept returns and exchanges within [30] days of purchase. Items must be in their original condition and packaging. Some items may not be eligible for return. Please see our detailed return policy for more information.

⭐️ What is your cancellation policy?

Orders can be canceled within 24 hours. After this period, we may not be able to cancel your order as it might already be in processing or shipment.

⭐️ How do I initiate a return?

To initiate a return, please visit our Returns & Exchanges Portal and enter your order number and email address. 

⭐️ How do I initiate an exchange?

To exchange an item, please visit our Returns & Exchanges Portal. 

⭐️ How do I cancel my order?

If you need to cancel your order, please contact us immediately. If your order has not yet been processed, we will cancel it and issue a full refund. If the order is already processed, please refer to our Returns & Exchanges policy.

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What should I do if an item is missing from my order?

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omnichannel communication

How Omnichannel Communication Can Drive Revenue & Boost Customer Loyalty

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

Consumers are increasingly multi-screen and multi-channel. From desktop to mobile to tablet, they interact with businesses through Instagram DMs, Facebook Messenger, emails, support chat, and even phone calls. 

Though omnichannel customer service lays a valuable foundation, communicating effectively as a brand involves weaving marketing, sales, and customer service into a cohesive omnichannel communication strategy. 

An omnichannel communication approach makes it easier to talk to customers in a personal way, helping drive sales and keep customers loyal. 

This article explores how centralizing communications offers your team — from marketing and sales reps to support staff — the tools and insights they need for a consistent customer experience. 

By doing so, you don’t just react to customer needs; you anticipate them, opening avenues for proactive engagements that positively impact both relationships and revenue.

Omnichannel communication: an overview

Omnichannel communication is a customer-centric approach that integrates different methods of communication and business channels into a unified, seamless experience for prospective and existing customers.

Omnichannel communication goes beyond just offering multiple avenues for customer interaction; it creates a seamless and integrated experience across all touchpoints. 

How omnichannel works

Omnichannel communication focuses on three key facets—data unification, fluidity of customer interactions, and data-driven insights. By focusing on these key tenets, omnichannel communication moves beyond being a buzzword to a strategic approach that places the customer at the center of your business operations. This strategy allows retailers to deliver an experience that is consistent, contextually relevant, and highly personalized.

Data unification

Centralizing customer data from various digital channels like email, social media, and in-store interactions enables a more consistent and personalized experience. Also, it serves as the foundation for customer profiles. These profiles are critical for delivering targeted offers, rewards, and personalized service to shoppers.

Fluidity of customer interactions

Customers don’t experience channels; they experience your brand. They want to transition effortlessly between online chats, phone calls, and physical visits and have a conversation pick up right where it left off. This seamlessness is particularly beneficial for ecommerce retailers, who can use these channels to provide real-time updates such as stock availability or order status, enhancing customer satisfaction and reducing friction.

Data-driven insights 

Turn data into actionable insights. By analyzing integrated data across platforms, you can discern valuable patterns in customer behavior and preferences, allowing you to continuously refine your marketing strategies and improve the overall shopping experience.

Omnichannel communication moves beyond being a buzzword to a strategic approach that places the customer at the center of your business operations.

Omnichannel communication in action

While the concept sounds promising, how does it manifest for a single brand?

Graza excels at omnichannel communication, offering its customers a seamless and enriched experience across various touchpoints. 

Using Gorgias Live Chat, they provide real-time customer support, resolving queries when customer service reps are online. As an alternative, their customer service email channel serves as both a satisfaction tool and a means for personalized marketing, sending targeted offers. 

On social media platforms — like Facebook, Twitter, and Instagram — they respond to customer inquiries and engage the community with educational content about their single-origin olive oils. 

Graza uses Gorgias
Graza captures customer emails through Gorgias Chat's offline hours feature.

Graza uses Instagram to connect with customers
Graza's Instagram profile

This multi-layered approach ensures that every interaction is not just a transaction but an opportunity to deepen the relationship. The outcome is higher customer satisfaction and increased brand loyalty, leading to repeat purchases and a more robust bottom line.

Omnichannel communication vs. multichannel communication

We’re in a platform renaissance: retailers now have many ways to connect with customers. 

However, not all channel strategies are created equal. Understanding the differences between omnichannel and multichannel approaches is critical to developing a communication plan that meets customer expectations. 

Data integration sets omnichannel apart

Both omnichannel and multichannel strategies use multiple channels for customer engagement. Omnichannel takes it a step further by integrating data across these platforms. This provides cohesive and personalized customer experiences, rather than fragmented interactions that are often the result of multichannel approaches.

Customer continuity is a hallmark of omnichannel

An omnichannel strategy focuses on offering a seamless customer experience across all touchpoints, whereas multichannel often treats each channel as an isolated silo. This can result in a disjointed and less satisfying journey for customers who hop from one channel to another, asking the same question to different customer service reps.

Instant communication and real-time interaction

Omnichannel doesn’t just collect data; it leverages real-time analytics. This level of insight can drive data-driven decision-making, which is generally absent in multichannel strategies. This makes multichannel less effective for optimizing customer engagement and marketing efforts.

More tech setup for better communication

To make an omnichannel strategy work, you need strong tech systems that bring together data and tasks from different channels. While this may cost more at first compared to simpler multichannel setups, the benefit is happier customers and smoother day-to-day running of your business.

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Different channels to focus on

In the retail landscape, multiple channels connect your brand and your customers. To harness the full power of an omnichannel strategy, you need to focus on integrating different types of customer service and specific channels that offer different advantages for customer engagement. 

Selecting the right mix of channels allows you to meet your customers where they are and offer them a consistent and seamless brand experience. Keep in mind that different communication channels have different customer expectations. According to data collected by Gorgias from over 12,000 ecommerce brands, here are the average response times for different communication channels:

Email

  • Below average: 1 day
  • Average:12 - 24 hours
  • Above average: Under 4 hours
  • Stellar: Under 1 hour

Social media

  • Below average: 1 day
  • Average:12 - 24 hours
  • Above average: Under 4 hours
  • Stellar: Under 15 minutes

SMS

  • Below average: 1 hour
  • Average: 10 minutes
  • Above average: Under 5 minutes
  • Stellar: Under 1 minute

Live chat

  • Below average: 1 hour
  • Average: 10 minutes
  • Above average: Under 5 minutes
  • Stellar: Under 1 minute

With that in mind, here are some channels to consider including in your own omnichannel communications strategy:

Email

Email remains a powerful tool for businesses to speak to customers, allowing for targeted marketing campaigns tailored to specific customer segments. Personalized follow-up emails are also critical for nurturing long-term customer relationships and encouraging repeat purchases.

SMS

SMS is an increasingly effective channel for businesses, offering real-time customer engagement. Targeted SMS campaigns can reach specific customer groups with timely offers and updates, while personalized follow-up messages help sustain long-term relationships and promote repeat business.

Social media

Platforms like Facebook and Instagram facilitate immediate customer engagement and provide a wealth of data on customer preferences and behavior. This data can be integrated into your larger omnichannel strategy to refine marketing campaigns and product offerings.

Live chat

Live chat offers real-time, on-site customer support, which can drastically improve conversion rates. Resolving customer queries and concerns in real time removes barriers to purchase and enhances customer satisfaction.

Mobile app

A dedicated mobile app can be a hub for personalized promotions and a streamlined shopping experience. A well-designed app can significantly boost customer engagement, build loyalty, and even integrate with your in-store experiences.

In-store experience

Physical stores are not just about sales; they offer tactile and immediate experiences that are challenging to replicate online. They also provide opportunities for cross-promotion with online channels, making a thoughtful in-store experience a vital part of a cohesive omnichannel strategy.

Phone support

Even in the digital age, phone support retains its value. According to a report, 43% of consumers favor non-digital customer service methods, such as in-person consultations or phone calls. Many customers prefer the immediacy and personal touch of voice support, especially for resolving complex queries or deciding about high-ticket items.

The impact that an omnichannel strategy can have on your company

Implementing an omnichannel strategy has far-reaching implications for your business, affecting everything from customer engagement to your bottom line. Here, we delve into how this integrated approach can drive revenue, increase customer loyalty, and offer other pivotal advantages for your ecommerce business.

Boost brand awareness and reach

A solid omnichannel strategy amplifies brand awareness by offering unified messaging across all customer touchpoints, whether social media, email, or in-store interactions. 

This consistency strengthens brand recognition and facilitates customer engagement as they know what to expect from your brand. This multi-pronged strategy, leveraging both digital and traditional channels, ensures you’re where your customers are.

Parade, an undergarment brand committed to comfort and inclusivity, maintains a solid social media presence that includes customer support on platforms like Instagram and Facebook. Using Gorgias tools, Parade offers customers a seamless omnichannel communication experience.

Parade
Parade integrates their Facebook messages to Gorgias for a smooth omnichannel experience.

Drive more revenue

Omnichannel communication isn’t just about convenience — it’s a revenue multiplier. Customers who feel understood and valued across all touchpoints are more likely to become repeat buyers. This is achieved by harnessing data for personalization and ensuring consistent, real-time communication. Here’s how:

  • Personalized offers. Tailoring offers to individual customer behavior increases both engagement and spending. 
  • Seamless interaction. Providing consistent and timely responses across channels boosts customer trust and satisfaction, further fueling revenue growth. 
  • Real-time updates. Immediate inventory updates across platforms prevent stock-out situations, safeguarding potential sales. 

Increase customer loyalty and satisfaction

Earning customer loyalty is about creating brand advocates through consistently exceeding expectations. Exceeding expectations across all channels fosters a sense of reliability and trust in your brand. Here’s how:

  • Brand credibility. By delivering a consistent and high-quality experience across all touchpoints, your brand becomes a trusted name that customers gravitate back to.
  • Immediate support. Real-time support minimizes customer wait times and leads to higher satisfaction and positive reviews. 
  • Enhanced loyalty programs. Managing loyalty programs with unified data allows tailored rewards based on individual customer behavior, increasing lifetime value. 

Bychari boosts brand trust through omnichannel communication

BYCHARI is a luxury jewelry brand established in 2012, known for its unique and modern handmade pieces designed for women who desire luxury while appreciating simplicity. The brand excels in omnichannel communication, offering a variety of customer touchpoints, including a contact form, live chat powered by Gorgias, calls, and emails. 

To empower customers 24/7, especially when live support is unavailable, BYCHARI also provides self-service options like comprehensive FAQs, and uses Gorgias Flows to automate tasks such as order tracking and management.

BYCHARI
BYCHARI’s contact page includes a contact form and Gorgias Chat.

Optimize marketing efficiency

Centralized data and analytics make your marketing campaigns smarter and more efficient. When you understand your customers’ behaviors and preference across channels, your targeting becomes dynamic and your messaging more personalized. Here’s how:

  • Clearer ROI tracking. Aggregating data from multiple channels into one dashboard sharpens your view of ROI, enabling quicker strategy adjustments. 
  • Channel-specific insights. Detailed analytics help pinpoint which channels are driving customer conversion and engagement more effectively.  
  • Efficient personalization. Using cross-channel data, both customer service and marketing teams can tailor their interactions, saving time while boosting customer engagement. 

Enhance customer data analysis

A holistic view of customer data from multiple touchpoints uncovers insights that can drive quick, informed decisions. This rich data not only refines marketing efforts but also helps product teams tailor their offerings. Here’s how: 

  • Actionable insights. Integrated analytics convert behavioral patterns into actionable tactics for sales and marketing adjustments. 
  • Improved customer segmentation. Comprehensive data allows for more precise customer categorization, enabling highly targeted campaigns. 
  • Maximized impact. This granular level of data enhances the effectiveness of each customer interaction, contributing to long-term business success. 

How to create an omnichannel communication strategy

An omnichannel communication strategy can transform customer engagement and drive meaningful business results. This section will guide you through the essential steps for crafting a practical omnichannel approach that aligns with your retail goals.

1) Measure engagement across channels

Understanding your customer’s journey begins with measuring engagement across multiple channels. Use analytics tools to capture key metrics such as click-through rates and time spent on various pages, providing a quantitative foundation for your omnichannel communication strategy. By comparing these performance metrics, you gain insights into which channels are most effective in capturing and holding customer attention.

While these analytics can offer a comprehensive view of customer activity on marketing platforms, don’t overlook support channels. Platforms like Gorgias can measure engagement metrics within customer support, supplementing your overall data collection. Gorgias Support Performance serves as a control center for tracking key metrics such as ticket volume and agent activity, offering actionable insights to improve customer experience and measure engagement across various platforms.

Combining this support data with your broader analytics will provide a fuller understanding of customer engagement, equipping you to refine your omnichannel strategy.

2) Focus on brand voice and values in employee training

Employee training ensures that your omnichannel communication strategy reflects your brand’s voice and values. Developing a robust employee training program can instill these crucial elements in all customer-facing personnel, setting the stage for consistent brand representation. Real-life scenarios can serve as effective teaching tools, guiding employees on maintaining branding consistency during interactions, whether via email, social media, or SMS.

Given that companies evolve, your training materials must keep pace with any shifts in brand messaging or objectives. Regular updates to these resources can help your support team adapt to changes and continue to offer an aligned and cohesive customer experience across all touch points. 

Don’t miss our article on customer service training, which provides 15 valuable activities your team can try to improve customer interactions.

3) Centralize customer data

When creating an effective omnichannel communication strategy, the importance of centralizing customer data can’t be overstated. A CRM system aggregating customer information from various touch points into one database is invaluable. It brings together disparate data and provides an integrated view of customer interactions, helping your team make data-driven decisions.

Gorgias omnichannel approach

To realize the full potential of this centralized approach, ensure your CRM seamlessly integrates with all communication channels your company uses, enabling real-time data updates. Data from customer support platforms like Gorgias can then be merged with the information in your CRM, enhancing the quality and depth of the customer profiles that drive your omnichannel strategy.

4) Foster interdepartmental collaboration

Effective omnichannel communication necessitates collaboration that extends beyond the confines of individual departments. One approach is to conduct regular cross-departmental meetings where teams can share and discuss customer data insights. This guarantees everyone is on the same page about customer behaviors and needs, contributing to a holistic customer engagement strategy.

All departments should be aligned to respond more cohesively to customer needs. Amanda Kwasniewicz, the VP of Customer Experience at Love Wellness, ensures that her team collaborates broadly by having an internal communication channel for discussing customer concerns. 

“We have a channel in Slack dedicated to customer feedback,” she says. “Dropping in feedback is part of the team’s daily and weekly responsibilities, which helps them get familiar with the content. It also allows our team to dissect them and collaborate on how we can improve.”

Establish a feedback loop, particularly with customer service, to continually share frequently encountered customer issues and trends. This feedback can catalyze improving products, services, and customer communication strategies.

5) Deliver personalized messages on customers’ channels of choice

Elevate your omnichannel strategy by tailoring your communications to the specific channels your customers prefer. Leveraging your centralized customer data, identify which channels—email, social media, or in-app notifications—are most effective for reaching your audience. Then, craft personalized messages that are not generic but informed by customer behavior and past interactions.

Continuously monitor how well personalized customer service resonates with your customers by tracking engagement metrics such as click-through and open rates. Equally important is collecting and analyzing customer feedback to understand the qualitative impact of your efforts. Based on these insights, make necessary adjustments to your messaging strategy, ensuring it remains aligned with customer preferences and behavior.

6) Harness automation to interact with customers 24/7

According to a report from Statista, 88% of consumers anticipate that brands will offer self-service support options. Automation is vital for maintaining a 24/7 connection with your customers. Implement chatbots on your website and social media channels to answer frequently asked questions immediately, enhancing user experience and satisfaction through proactive customer service

Employ customer experience automation tools like Gorgias Automate to configure automated Flows for common customer queries. Fable, a brand dedicated to elevating dining experiences with premium dinnerware, utilizes Automate to provide round-the-clock customer service. Their automated flows are designed to swiftly answer common customer queries, such as active discounts and return procedures, ensuring customers can always find the information they need.

Fable uses Gorgias
Fable uses Gorgias Quick Responses in their chat widget to provide automatic answers to the most common customer questions.

Create an omnichannel customer experience with Gorgias

Despite the benefits of a unified approach to customer communication, a 2022 report found that only 12% of digital platforms are “highly integrated.” Gorgias can be your key partner in achieving an omnichannel communication strategy, offering core helpdesk capabilities designed to seamlessly integrate customer interactions across multiple channels. Gorgias ensures that you meet and exceed customer expectations while driving revenue.

Data enrichment for agents communicating with customers

Gorgias equips agents with enriched customer profiles, pooling data from different channels — including social media, voice, and SMS — to provide context during interactions. This feature allows for quicker, more accurate support, as agents don’t have to switch between each communication platform to gather customer history.

Gorgias customer sidebar

A centralized hub to manage customer interactions

Gorgias is a one-stop hub, consolidating communications from email, chat, social media, and more, enabling easier management and response. The centralized system facilitates proactive support, which can directly impact sales by addressing customer concerns before they abandon their shopping carts.

Gorgias helpdesk omnichannel view

Tools to customize branding in different channels

Gorgias allows you to maintain consistent branding by customizing the look and feel of your customer support channels. This ensures that no matter the channel, customers always have a uniform omnichannel experience that reinforces brand identity and trust.

Cupcakes and Cashmere, founded by Emily Schuman in 2017, has gained a devoted following for its curated jewelry, loungewear, and home goods. To extend this trust and cohesiveness into customer support, the brand uses Gorgias, its chat widget color-matched to the brand’s palette, ensuring a visually seamless and engaging user experience across its website.

Cupcakes and Cashmere uses Gorgias
Cupcakes and Cashmere streamlines the chat experience by coordinating the Gorgias chat widget with their brand's colors.

Explore Gorgias for omnichannel communication solutions

If you’re focused on streamlining customer interactions across various channels, consider exploring what Gorgias offers. With features that centralize communication, enrich agent information, and ensure brand consistency, Gorgias aims to make the omnichannel communication strategy more manageable and effective for ecommerce retailers. 

Take a closer look to see how these capabilities could fit into your existing operations and customer engagement efforts. To learn more about Gorgias, book your demo today.

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The Expert Tips We Learned from the CX All-Star: Episode 1 Webinar

By Christelle Agustin
4 min read.
0 min read . By Christelle Agustin

Last September, Gorgias hosted CX-All Star: Episode 1, a webinar presented by a superstar panel of customer experience leaders in the DTC industry. From the health and wellness space to the tech sphere, experts Eli Weiss, Amanda Kwasniewicz, Deja Jefferson, and Ren Fuller-Wasserman gathered years of experience and wasted no time sharing their top strategies, tips, and a-ha moments with fellow attendees.

One hour wasn't long enough to reveal all their expert tricks, but it was definitely enough to help fellow CXers rethink their strategy. If you weren't able to attend the event, these were the top four lessons we learned from CX All-Star: Episode 1.

1) Make CX the core of your business if it isn't already

Amanda Kwasniewicz, the VP of Customer Experience at ‎Love Wellness, emphasizes how CX should be the core of any business. "[CX] has a finger on the pulse of everything we do, whether we're just on the receiving end or whether we're executing it."

To emphasize CX's far-reaching impact, Amanda introduced a company-wide policy where every new employee spends six weeks working directly with support tickets and customers. This immersive approach to CX was so successful that non-CX team members, from marketing to finance, were able to help the CX team during a hectic inbox day when Love Wellness migrated platforms.

‎Read more: Why customer service is important, according to a VP of CX

"I think CX is often viewed as a call center, a revenue driver—and we're missing the core part that it's a feedback machine. It's like a feedback treasure trove. So, if you can think about it as all three of those things, that's what it is. It really is about the experience."
—Amanda Kwasniewicz, VP of Customer Experience at Love Wellness

2) The best CX hires are empathetic and eager to learn

"Brands are either notoriously anti-having a big CX team, or they're very straightforward. Either one of those extremes is dangerous," says Eli Weiss, VP of Retention Advocacy at Yotpo. The balance lies in building a team of passionate learners willing to grow.

Our experts agree that product knowledge can be taught through training, but soft skills like empathy, creativity, and passion are intrinsic. Eli notes that asking questions like "Why CX?" helps determine if a candidate will stick around. Amanda notes these team members often become superstar hires for other departments because of the breadth of their knowledge and skills.

Related: Hiring for customer service

“[LinkedIn] is how I've gotten a lot of people early on. I just looked at brands that crush it and said, 'Stay exactly where you are. I just need 2 hours.' Those 2 hours will usually give you what you as a founder can do in six, because somebody that's doing it all day is probably really good at figuring out how to put a move on it.”
—Eli Weiss, VP of Retention Advocacy at Yotpo

3) Acknowledge different learning styles in your onboarding process

"If people can understand and learn the product they're selling and they can educate the customer, I think that's really valuable," says Deja Jefferson, Manager of Customer Insights at skincare brand Topicals. That's why she takes a diverse approach to product knowledge onboarding.

At Topicals, new hires don't only have to pore over lengthy documents to learn about skincare products. They get their hands dirty by speaking to experts in the product team, reading cheat sheets, and talking to customers about personal skin concerns. This multifaceted strategy is inclusive to all types of learners and leads to agents becoming true experts.

Read more: Customer service training: what to cover + how to do it

"People who are passionate about what they're doing and about helping customers [will] figure out the rest."
—Deja Jefferson, Customer Insights Manager at Topicals

4) When necessary, break the script to create mensch moments

Ren Fuller-Wasserman, Head of Customer Experience at bidet brand TUSHY, empowers her team to go above standard protocols to create memorable or, as her team calls it, mensch (Yiddish for a person of integrity) moments. These are exceptional CX moments that can't be found in the onboarding manual, things like sending handwritten notes, personalized texts, and replacing items without question.

However, as with all things, it's also valuable to understand that mistakes happen. Ren likens the trial-and-error nature of customer experience to building a plane as it's being flown — it won't be perfect. She notes that protocols are important guidelines, but it's also worthwhile to allow your team to be mensch and decide, where do I need to follow the protocols here?

"There are incredible opportunities to make moments that matter, but only if your team has the agency to do so."
—Ren Fuller-Wasserman, Head of Customer Experience at TUSHY

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How To Leverage Automation For More Personalized Customer Interactions

By Christelle Agustin
6 min read.
0 min read . By Christelle Agustin

TL;DR:

  • Automation can be customized to fit the language, tone, and voice of your brand.
  • Combine automation with ecommerce app integrations to personalize messages at scale.
  • Use a customer helpdesk trained on AI to automate personalized customer service.
  • Disclose when automated messages are used to maintain customer trust.

While there’s a common concern that automation might alienate customers with responses that miss the mark, it turns out that 73% of customers have higher expectations for personalized experiences when advanced tech is involved.

Not only do customers expect automation and AI in customer service, but they also believe that brands should make the most out of them.

Luckily, helpdesk tools like Gorgias have found the right balance between automation, personalization, and human touch. The only thing left for CX agents to do is to use automation strategically.

Automation is not AI & other automation myths debunked

Automation and AI are distinct, just like live chat versus chatbots. AI, such as ChatGPT, evolves in real-time from interacting with and learning from input data, while automation follows set rules for routine tasks without understanding natural language.

Automation is highly customizable — it won’t spew out an inappropriate sentence unless you tell it to. If you’re still hesitant about automating your support, here are four automation myths debunked below.

Myth 1: Automation produces robotic language

The tone and style of your automated messages are entirely within your control, thanks to the customizable nature of automation. This flexibility ensures that your brand's unique voice shines through, allowing for a tailored approach that aligns with your ecommerce strategy.

If we’re talking about AI, we’ve also come a long way from generic chatbot responses. In fact, a 2019 Stanford University report found that AI computational power doubled every 3.4 months. The result? Humans are only correct 60% of the time when guessing if they’re talking to AI or a real person.

Myth 2: Automation can’t be personalized

In reality, automation is highly adaptable and can incorporate customer data, brand voice, and plenty of dynamic variables to create powerful communications for personalized customer service.

Learn more: How Manduka used personalized, on-site campaigns and earned $70k

Myth 3: Automation can replace human agents

While automation enhances efficiency, it works best in tandem with human insight rather than as a complete replacement for human agents. Customer service thrives when there is a route back to human support.

Myth 4: Customers prefer human agents

Yes, customers appreciate the ease of connecting to a fellow human, but they also value speed — something automation excels at compared to humans.

Learn more: How Luksusbaby boosted 66% first response time with 45% automation

The balancing act of using automation effectively without sacrificing personalization

A customer-centric helpdesk trained on AI is the most effective way to have rapid and authentic customer interactions. A tool like Gorgias enables you to scale your customer service operations by connecting your ecommerce store. Gorgias learns customer conversations and data and automates simple processes like responding to repetitive tickets and refunding orders.

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How to use automation the right way to support your customers

To effectively implement customer service automation, always remember to add a human touch to make customers feel comfortable. More importantly, not all customer interactions are suitable for automated responses so automate strategically.

Here are five ways to implement personalized automation with Gorgias, from automating responses to using website chat and creating a help center.

1) Create auto-responses to answer FAQs

Skip the mental work of reading a frequently asked question and thinking of a response. Auto-responses will do both for you in the background while you complete other high-priority tasks.

How to implement:

  • Set up a rule to auto-respond to where is my order? (WISMO) tickets

Note: Manually follow up on complaints or technical issues. Using auto-responses on these sensitive issues may escalate them and cause more customer frustration.

Overview of Gorgias Autoresponders
There are autoresponders for auto-tagging VIP customers, auto-sending tracking emails, article recommendations, and more in Gorgias.
         

2) Route customers to live chat agents or help center articles

AI is excellent at answering simple inquiries, but sometimes customers will ask questions that need a human’s problem-solving skills. Include a route to a live agent to address this. Allowing AI and agents to work in tandem is an effective way to improve customer satisfaction.

How to implement: 

  • Enable live chat support alongside automated, offline chat 
  • Include disclaimers and instructions in your automated responses about how customers can speak to a live agent
  • Include an option to talk to an agent in your interactive voice response (IVR) system

Note: Don’t trick customers into thinking they’re speaking to an agent when they’re speaking to AI. Customers are more likely to trust you when you set clear expectations from the start.

Shinesty uses Gorgias Chat
Shinesty provides live chat alongside automated Quick Responses.
         

3) Use enriched customer data to deliver personalized messages

Make personalization a part of the customer journey to create friendly experiences on a large scale. Without tailored communications, you’ll likely frustrate 76% of your customers due to irrelevant recommendations and marketing campaigns.

How to implement:

  • Include customers’ names in emails, SMS, chat, social media direct messages, and other notifications with a Shopify integration
  • Mention past purchases when providing customers with new recommendations
  • Adjust language in automated emails and email marketing based on customer demographic
Gorgias Chat supports 15 languages.
Gorgias Chat supports 15 languages, including English, French, Spanish, Danish, Swedish, Italian, Dutch, German, Norwegian, Czech, Brazilian Portuguese, Japanese, and Finnish.
         

4) Prioritize VIP customers with automated rules

According to a survey of 3,000 consumers, 56% would repurchase from a retailer that provides personalization. For this reason, create an automated action, also known as a rule, that labels tickets from VIP customers. Prioritizing VIP needs will allow your team to strengthen loyalty and drive repeat purchases.

How to implement: 

  • Identify VIP customers by setting a minimum purchase total or total # of orders
  • Create a rule that identifies tickets from VIP customers based on their customer profile
Gorgias integrates with Yotpo
Quickly find out if your customer is a VIP customer with integrations to Yotpo, Shopify, Big Commerce, and WooCommerce.
         

5) Build a help center to provide article recommendations

The responsiveness of AI depends on the knowledge you feed it. To accelerate automation’s efficiency, provide it with resources from your knowledge base or help center. In 2020, organizations reported a reduction of up to 70% in call, chat, and email inquiries after implementing a chatbot or virtual customer assistant. 

How to implement:

  • Compile a list of customers’ most frequently asked questions using an AI tool or help center statistics
  • Create articles answering each question and upload them into a help center
BrüMate’s Help Center is made with Gorgias
BrüMate’s Help Center is organized into categories so users can easily find answers.
         

Read more: 9 types of customer self-service

Balance automation and the human touch with Gorgias Automate

Setting up automation without the right tools can detract from personalization efforts. Gorgias Automate remedies this by equipping CX teams with features like Autoresponders, self-service Order Management,  Quick Responses in Chat, and Article Recommendations. Elevate customer experiences and grow your customer relationships by booking a demo with Gorgias today.

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There’s More to Chat Than You Think: Debunking 5 Chat Myths

By Christelle Agustin
6 min read.
0 min read . By Christelle Agustin

Customers who use chat support are 2.8 times more likely to convert than those who don’t. Despite its proven impact, misconceptions around chat’s limited scope — reducing it to only live interactions — persist, creating a missed opportunity for the online stores that could benefit from it the most. 

The reality is chat is a versatile tool that can adjust to company needs, whether it’s a self-service tool that runs on its own, a channel for providing live support, or both.

For ecommerce businesses on the fence about incorporating chat into their customer service operations, we're here to clear up five of the most common myths about chat’s functions, costs, and benefits. After that, we’ll lay out a five-step guide to efficiently set up chat so you can start delighting customers now. 

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What’s the difference between Live Chat and Chat?

Live chat is real-time communication that allows customers to interact with a customer service representative instantly. It's the digital equivalent of walking into a store and speaking directly with an employee.

On the other hand, chat is more than just live interactions; it includes automated responses that ensure customers receive support, even without agents. This hybrid approach allows businesses to deliver 24/7 customer support.

Chat solutions, like Gorgias Chat, blend live chat's on-demand nature with automation and AI. Chat allows businesses to provide support regardless of time zone and staff availability.

‎Five chat myths debunked

Confusion about what chat can do often discourages businesses from leveraging the powerful customer service tool. Below, we’ll be myth-busting five common misconceptions about chat to reveal its true potential.

Myth 1: Chat is expensive

Contrary to popular belief, chat can be a cost-effective solution to operate customer service. Brands can earn 10x more revenue by implementing chat and, in turn, operate a smaller support team. Support agents can be costly, so using chat to deflect tickets can be a quick way to optimize both time and budget.

Ron Shah quote

Myth 2: Chat is only for big companies

Chat's usefulness transcends business size and breaks down silos in customer service by allowing customers to get answers on their own time. As a customer service tool, any business engaging with customers can benefit greatly from it to tackle pre-sales questions and resolve issues efficiently.

Myth 3: Chat requires staff to operate

As previously mentioned, chat can handle both live and automated interactions, which means no agents are required to manage it. Online stores can set up chat on their websites, allowing it to run 24/7. Businesses can decide whether to enable live chat or keep it fully automated.

RipSkirt uses Chat to intake offline chat messages.
Chat can intake offline messages and operate 24/7 without agents.

Related: Customer service outsourcing: why, when, and how

Myth 4: Chat increases your tickets

Due to automation-based conversations in chat, ticket volume does not necessarily increase when customers use chat. A ticket is only created when a customer converses with a live agent. Unlike using social media as a support channel, chat empowers customers to self-serve and resolve issues on their own.

A customer gets their issue resolved by a chatbot.
Chat can resolve customer issues in seconds, preventing the need for customers to create more tickets.

Myth 5: Chat decreases customer satisfaction

Contrary to popular belief, chat has a positive impact on customer satisfaction. Based on Gorgias data, brands experienced a 1% increase in CSAT when using automation, including chat. The improved satisfaction can be attributed to the efficiency of automated answers and the absence of wait times.

Companies that used Gorgias Automate experienced a 1% increase in CSAT score
According to Gorgias data, customer satisfaction increases by 1% when customer service automation is used.

Myth 6: Email is just as good as chat

While email remains a staple, chat offers immediate engagement in the shopping flow that can create opportunities for upselling. For example, an on-site campaign toolkit like Gorgias Convert becomes a seamless extension of your sales and support strategy with the ability to recommend products within chat. 

Since chat simplifies the process of reaching out, it is also easier for companies to build trust with their customers. The fewer hurdles customers have to jump over to get an answer, the more readily they will trust your brand.

Chat is a more accessible support channel than email

Read more: You’re doing it wrong: better ways to use email as a customer service channel

The best Chat setup in 4 easy steps

Now that you know chat isn’t expensive and can give you a great return on investment, you can start making the most of it. Here’s the optimal way to set up chat in four, simple steps.

1. Customize your chatbot avatar

A study from the University of Göttingen found that customers value clarity on whether they're conversing with a bot or a human agent. Their satisfaction did not dwindle when issues went unresolved, knowing they were interacting with a chatbot.

You can add “Bot” to your chat name on Gorgias whenever automated messages are sent. Enabling this improves the customer experience by letting them know exactly who they are talking to.

In addition, customizing your chatbot avatar to your company logo instead of leaving it as the default robot avatar adds a personal touch. If live chat is enabled, uploading individual profile photos for your agents will help customers feel more comfortable since they’re able to associate a face with the agent they’re talking to.

2. Set up Quick Responses to answer frequently asked questions

Frequently asked questions can quickly dominate your inbox, but with Quick Responses, you can offer fully automated answers. This allows you to provide customer service on an international scale without worrying about increasing agent workload.

Gorgias Automate upgrades your customer experience with an entire automation toolkit that includes Quick Responses in Chat. You can display up to six Quick Responses at a time, providing customers with immediate answers to their questions.

RipSkirt uses Quick Responses to answer customers even when their support team is offline.

3. Set live chat hours

While many assume live chat needs to be available for extended hours, the truth is that live chat hours can be tailored to what suits your brand best, even if that's just one hour a day. The key is to clearly communicate when an agent will respond to customers outside of these hours. 

Customers prefer live chat because of the lack of wait times, so if you’re offering live chat, be sure your agents meet customer expectations by answering chat conversations in 30 seconds. Strengthening customer relationships is crucial to building trust and, therefore, increasing your ecommerce retention rate. On Gorgias, setting your business hours will directly update how Chat appears to customers.

Bokksu uses Gorgias Automate to provide Quick Responses, Order Management, and live chat
When support agents are online, a green icon will appear next to their avatars on Gorgias Chat.

4. Build a Help Center to provide Article Recommendations in Chat

A help center is a database of articles that range from frequently asked questions and guides to video tutorials and policies. On Gorgias, Chat can use your Help Center articles to enrich automated answers with detailed information. For instance, fashion and apparel stores can create a sizing guide article, which Chat can then reference, guiding customers directly to the information they need. 

Article Recommendations in Chat
Gorgias Chat provides article recommendations based on.the contents of your Help Center.

Accomplish the work of 3 agents with Gorgias Automate

Gorgias Automate enabled luxury luggage company July to handle the equivalent workload of three extra agents. With tools like Chat, July went from handling repetitive queries to focusing on more significant customer issues. This significant change enhanced their support efficiency and customer satisfaction. 

Want to become a success story? Discover how Gorgias Automate can streamline your support workflow and elevate customer experience. Book a demo today.

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Shopify Live Chat Support Mistakes

11 Shopify Live Chat Support Mistakes to Avoid at All Costs

By Ashley Kimler
8 min read.
0 min read . By Ashley Kimler

Your customer service is the lifeblood of your business. And, live chat is a central communication channel for your online shoppers. Live chat can make or break your business. When leveraged properly, Shopify live chat can have a tremendous positive impact on sales. You just need to make sure you’re not turning prospects away. 

This article covers a few points.

  1. Why live chat is crucial for your online revenue
  2. Shopify live chat support mistakes you need to avoid at all costs
  3. Actionable advice to solve these common issues  

Now, learn why your growth depends on your live chat processes. 

Why is using live chat on your Shopify store important?

If you don’t yet have live chat or you haven’t experienced the potential of optimizing your communication processes on this channel, you may wonder what the big deal is. Yeah, your customers want to talk to you at all hours, but is it really that important? 

Let’s look at a few facts about live chat so you can think about it.   

  • 38% of online consumers are more likely to make a purchase if a retailer offers live chat support (Crazy Egg). 
  • Site visitors who engage with your live chat are worth 4.5X more than those who do not (ICMI). 
  • Live chat has the highest satisfaction level of any other customer support communication channel at 92% (Inc). 

Now, here’s what might happen if you leave your shoppers dissatisfied. 

  • It can take 12 satisfying customer experiences to make up for a single dissatisfying one (Invesp).
  • 95% of customers tell others about their poor experiences with a brand and 87% share positive experiences (Customer Thermometer). 

Are you convinced? If so, it’s time to make sure you get it right. Avoid these live chat mistakes and ensure that you’re getting the most out of one of the most powerful communication channels for online stores. 

Avoid these live chat mistakes on your Shopify store

Now it’s time to get into the nitty-gritty. Here are the mistakes you need to avoid when implementing live chat on your Shopify store. And, below each problem is a simple and actionable fix. 

1. No automation  

When you don’t implement automation, you’re forced to have multiple support agents online at all times or miss the point of live chat altogether. Your customers prefer this communication channel because they want the convenience of self-service. And, without some level of automation, customers might as well send an email because it will take just as long to receive a response. 

The quick fix: Learn your chat platform’s macros or automation processes

Source: Gorgias

Live chat platforms are designed to enhance the workload of your support team. So, naturally, the brand you work with will have a knowledge base with detailed instructions about platform use. Make sure your support agents learn how to implement macros or automations.

2. Too much automation

Before you get too excited and try to automate your entire live chat workflow, stop and think for a moment. It is possible to fully-automate your live chat communications. However, with automation, you can’t always get the answers right. Irrelevant responses to customer queries can trigger immediate dissatisfaction.

The quick fix: Refer to the Pareto principle

In marketing, sales, writing, and even customer service, the Pareto principle, better known as the 80/20 rule can come in handy. This principle states that 80% of the effects for many actions come from 20% of the effort. Spin this just a bit for an easy solution. 

Find out where most of your effort is being spent (maybe 20% of the customer support workload) and use live chat macros to answer the most common customer questions first. Then, the rest of your support agents’ work time to reply to the unique and personal queries (perhaps about 80% of the customer support workload).   

See Also: Love Your Melon Has Automated 25% of Shopify Support Tickets

3. Excessive wait times

While it may not always be possible, especially from the perspective of a brand, up to 79% of consumers want immediate responses and expect answers within 10 minutes. If you’re making your shoppers wait longer than this, you may be losing sales.

One of the biggest benefits of live chat for customer support is its speed .You need to find a solution to accelerate your responses.  

The quick fix: Enlist assistance from other departments

Much of the time, excessive wait times are due to the fact that customer support staff must reach out to external departments and wait for answers before replying to the customer. Try what Nomad did to decrease first-response time by 78% and implement an all-hands support strategy. 

Require each department to directly respond to a number of tickets every day. And, there’s no need to go overboard -- just a few tickets a day from sales, marketing, and/or product teams can have a dramatic positive impact on response and resolution times. 

4. Ineffective language use

Do your agents sound like robots? Are your chat communications overly-formal? If so, you run the risk of turning people away. Consumers appreciate AI, but if they can have better conversations with Siri or Alexa that they do your customer support team, your conversations could use some work. 

The quick fix: Parrot your customers 

Compile some data from your chat sessions and look for patterns. Do you see any recurring words or phrases in your customer communications? If so, add them to your macros and your agents’ vocabulary. When you speak the same language with shoppers, they’re more likely to trust you. 

5. Unskilled or untrained support agents

Customer service agents never get as much credit as they deserve. Without a small army of satisfaction soldiers, you will lose the eCommerce war. So, the work needs to be taken seriously. If you hire low-skilled agents who can’t answer your shoppers’ questions, you will end up with low-quality support operations. Eventually, this mistake can kill your business. 

The quick fix: hire and train well 

Unfortunately, for this problem, there isn’t a “quick” fix. However, if you put in significant energy in the beginning, you may be able to kick up your heels later. Onboard well. 

Fist of all, learn the core skills that your support agents need like active listening and product knowledge. Then, hire like you know what you’re doing. Make sure to ask the right interview questions. And, when onboarding, create stellar customer service training materials. The resources you invest when you bring on new agents will pay for themselves fast. 

6. Emoji overload

Once in a while, if you throw an emoji out there in a live chat conversation with a customer, it can be fun. Emojis can help adjust the mood and keep a message lighthearted. Forbes says that emojis can be worth 1,000 words. But, don’t go overboard. Too many smiley faces and penguins will come across annoying and unprofessional. 

The quick fix: Just stop 🛑 

If it seems like your agents may be on emoji overdrive, just ask them to stop. Remove the use of smileys and strong arms from your operations entirely. It’s better to have no emojis at all than to have too many. Now, if this hasn’t become a problem internally, then don’t worry about it. Skilled agents typically know what’s appropriate and what’s not. 

7. Extreme focus on quantity

In eCommerce and business in general, decision-makers spend end a lot of time looking at numbers. In customer service, you strive for the fastest first-response and resolution times. While this is best practice, don’t let quantity overshadow quality. Some teams become so focused on their numbers that they lose sight of their actual customer satisfaction. Don’t let this be your team. 

The quick fix: Audit your operations 

Instead of playing a numbers game and obsessing about the clock, focus on quality. Customer satisfaction should be the number one goal of every support team and every business, for that matter. Periodically, run an audit on your operations and make sure your satisfaction levels are balanced with your speed. 

8. No data collection

A few weeks ago, I called out to online store owners on Twitter to ask for their experience using live chat to increase sales. I wanted to level the playing field and reach beyond our internal data to find others who had the same experience. And, while each respondent knew that live chat had a positive impact on their Shopify sales, they couldn’t provide real numbers. Instead, they shared anecdotes and vague descriptions and stories. There are two key problems with no data collection for live chat. 

  1. When you have no performance data and statistics, you can’t determine the exact areas where you need to improve your processes.
  2. A lack of customer data leads to a decrease in customer satisfaction. 

90% of consumers value when an agent knows their account history and current activity within a company. 

The quick fix: Use a full-featured live chat plaform 

If your live chat platform is designed to collect data from your agents and your customers, you can get all of the information you need to collect helpful internal statistics.

Measure customer support success with relevant KPIs

Keep track of tickets created, replied, closed, messages, time to resolution. Sort your data by agent or event. Use real numbers from your internal processes to power your customer support strategy. 

With the right reporting system, you can inform your future decisions about hiring, automation, processes, and more. 

9. Missing optimal chat times

Do you know when your website traffic spends most of their time on your website? And, are you making certain that your agents are online during peak times? If not, you will naturally see low response and resolution times. Plus, the people who reach out when nobody is online may never return to your site. 

The quick fix: discover your peak times & make sure you’re staffed 

Use a tool like Google Analytics to generate hour of day and day of week reports. When you have determined the most active times for your website visitors, check to make sure you’re staffed during these times. And, if you see that there are active traffic times that you don’t have anyone available, make adjustments to your staff schedules. 

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10. Ignoring sales opportunities 

Customer support is an avenue for your team to keep shoppers happy. And, happy shoppers evolve into satisfied, long-term customers. But, you may be missing opportunities to upsell your website traffic on current promotions and increase sales even more.  

The quick fix: Share your current promotions with shoppers

When you’re running a promotion, contest, or sale, make sure your support agents are aware. At the beginning or end of every live chat conversation (you’ll have to test to see what works best for your audience), give customers a link to a page with the information or briefly tell them about the promotion. 

11. Disconnected processes

A major problem for many support agents that can kill satisfaction is processes that are disconnected. Your staff can be forced to open multiple tabs to keep a conversation going -- email, social media, live chat, web store. This can take up precious time and also give customers the feeling that your company doesn’t know who they are or what their status is. 

The quick fix: Make sure your live chat is integrated with Shopify and your other communication channels

Gorgias's live chat platform connects with your Shopify data so that you can streamline the resolution on orders, shipping, tracking, and return tickets. Furthermore, it integrates with your email, phone, and social media messaging platforms so that you have access to all customer data, no matter which channel they reach out on. 

Final thoughts

Now you know exactly what not to do and how to fix what you’re doing wrong with live chat on your Shopify store. Apply this advice today and watch your support team nurture more satisfaction with shoppers. If you need a Shopify full-featured live chat platform that provides the data you need to scale your customer support operations and the integrations that can streamline your operations, find out what we have to offer. 

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