In August 2020, Amy started her job at Gorgias as a Customer Success Manager. Fast forward to today: Amy has held four positions in the company, pioneered two brand-new Gorgias programs, and holds a new position as the Manager of Customer Education.

How is that possible in only two years? What special sauce has she found at Gorgias that keeps her going? And what kind of higher education was the precursor to her professional success?

Read the interview with Amy to learn more about her dynamic career evolution and the support Gorgias provided to make it possible.

What did you do before Gorgias?

My career path is a little unconventional. After finishing school I decided against going to university and launched into full-time work instead, picking up study later in life.

I was fortunate to find a field where adaptability, problem-solving, and experience in customer relationships held high value in junior roles. When I transitioned to tech in my mid-twenties I had six years of hands-on experience which was a huge advantage in the startup space. From there, all of my training has been “on the job.”

I’ve been lucky to work underneath brilliant managers, most of whom were female. They provided me with excellent opportunities to benefit from industry-leading mentorship.

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

It is a classic story — I stumbled across a position on LinkedIn. 

After doing the case study the product had me hooked. I saw its potential to help merchants deliver an exceptional customer experience and drive revenue from happy shoppers. From that point, all my eggs were in the Gorgias basket. 

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At that point, Gorgias had just raised a 25M series B funding and had around 75 employees and 5,000+ customers. 

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

Back in August 2020 when I initially started in Gorgias, I was a Customer Success Manager. I started when the Success team had half a dozen people wearing many hats.

The CSM role was originally a hybrid position — encompassing both CSM and Onboarding Manager responsibilities. The focus was on managing full-cycle customer relationships: retention, churn, and expansion.

As Gorgias grew, Success roles were split into specialties, and a new department was created to service our non-managed merchants. I transitioned into Scaled Programs, a two-woman team led by Elena Balagush (who we recently welcomed back to the Gorgias family.)

Being a new function there was plenty of trial and error but always support from leadership which was essential to our success.

In this role, I managed merchant relationships using a one-to-many approach and maintained a local book of business. After a few months, I was promoted to senior CSM — a natural progression for anyone at Gorgias who performs well. While continuing the above duties, I took on additional education duties running webinars and creating educational content.

After realizing the value of education, I upskilled in eLearning, content creation, and instructional design. The culminating project was setting up the Gorgias Academy. 

While I built the academy, I needed to prove its impact (one of Gorgias’ values is to maximize your impact, so everyone is accountable for delivering measurable results). I focused on before/after data comparisons to show the substantial impact the academy was having.

After proving the function was valuable, I moved into the Customer Education Specialist role as a one-woman show. 

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From there, the upskilling continued. With incredible guidance and investment from my brilliant manager Elise Kubicki, I was equipped with the tools necessary to make the Customer Education function (CEd) a success.

One of the most valuable strategies I had was connecting with industry leaders. I became an active member in a few CEd communities and leveraged group tips/feedback to guide decisions in lieu of a team. One particular community is called Customer Education Org run by Sumeru Chatterjee. The support from other CEd leaders has been instrumental to my career growth.

After managing a substantial workload and delivering high-quality results consistently, Elise generously promoted me into a management position which I’m thrilled to be in today.

What training and resources did you receive to help you in your new roles? 

Elise, my manager, has been incredible. She led by example and gave me an excellent benchmark for what a manager should look like. She encouraged me to be brave with ideas and trust my intuition and experience. She listened to me pitch new strategies, provided feedback to strengthen my proposals, and gave me the confidence to execute my ideas. 

Without a manager who fostered open communication and responded with encouragement and empathy, I would never have advanced this quickly. 

Gorgias is also committed to getting the right tool for the job. We invest in technology. I could not have performed at the volume or velocity I did without a company that understands the benefit of a solid tech stack.

Elena Balagush was my manager when I was on the Scales Programs team, and she is also amazing. She celebrated my wins and gave me the freedom to go after new, out-of-the-box ideas.

How did you manage growing new functions while keeping up with your old role? 

Honestly, balancing all my responsibilities took a whole lot of time. But Gorgias investing in the right technology is a big factor — if I had to work without the right equipment, I could not have delivered quality content on time. I’m extremely grateful for this. Not enough businesses respect the impact the right tools can make.

The $2,000 learning stipend is also amazing. I managed to do most of my training for free but having funds available gives me the confidence to take on projects that require new skills. I used a portion of it to complete certifications in different areas like SQL.

Gorgias is also full of amazing, collaborative people. Openness with colleagues and genuine interest in sharing skills is not common. It’s one of the things that makes Gorgias an incredible place to work.

How do you think your experience would have been different at another company?

I don’t think many companies would match the level of trust Gorgias had when I was piloting new projects. Beyond that, there are a few factors that other companies struggle with that I feel are important to mention:

When goals aren’t unified across an organization, teams don’t want to help one another

If departments operate in closed silos, they can find themselves striving toward opposing goals. At Gorgias, we are all aware of the major targets and work toward them together. We celebrate wins as a team and take responsibility for setbacks as a team. 

This unity gives us a huge advantage because everyone wants everyone to do well.

Competition between colleagues discourages skill sharing

Healthy competition is good. But too often, leadership uses competition as the primary way to drive results. The notion that only one can win can be archaic and doesn’t motivate all personality types. 

At Gorgias, we have the understanding that if everyone exceeds the target, everyone is eligible to advance their career, be it in a different role or a different team. That’s motivating.

We have a culture of empowerment, enablement, and rapid growth 

At Gorgias, the idea is to hire the best of the best. The result is that everyone is hungry to become a better version of their professional selves, and Gorgias repays that hunger with great career progression, room (and budget) to learn new things, and a healthy collaborative atmosphere.

No one is happy “coasting”

The combination of the enormous amount of work to do and the brightest minds around means you are constantly encouraged to push yourself to deliver great work, fast. We all help each other to upskill and remove bottlenecks that occur when there isn’t enough work to go around.

A lack of honesty breeds anxiety

Not knowing why decisions have been made can plant the seed of doubt in the workforce, causing staff to be in a constant low-level state of panic. Gorgias operates with radical candor, meaning no matter what happens — good or bad, at the individual contributor level or in leadership — we understand why. This alleviates the stress associated with ‘the unknown’ and leaves employees' minds free to be creative and push harder in the right direction.

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

To recap, Gorgias’ values are:

• Maximize your impact
• Customer-first
• 100% honest
• Strive for excellence
• Take extreme ownership

The honesty value is a huge benefit to me, personally. I am relaxed knowing leadership is open to hearing feedback from all levels of staff and that blindspots I have will be flagged. I have the confidence to speak my mind and know I will be heard.

Also, I respect how truly customer-first Gorgias is. Every company says they are customer first but I’ve never seen it lived the way it is at Gorgias. At all levels, we have an unprecedented number of conversations with merchants to learn about their challenges and develop new solutions. 

Lastly, my experience hinged on taking extreme ownership. Taking extreme ownership means passing the buck is not an option. This encourages people to think things through and rationalize the why. Knowing I own a project from end to end makes me push harder to deliver work I’m truly proud of.

What other anecdotes have you heard from people at Gorgias with similar career evolutions? 

Elise is amazing (I know I say it a lot but she really is). She started as an Onboarding Manager and is now leading the whole success department — and that’s a mammoth workload. 

She moved from onboarding manager to interim head of success in less than a year. She is now our VP of Success and, gosh, she earned it. She lives and breathes Gorgias' values - it shows in the team she’s chosen, of which I’m honored to be a part.

We also recently welcomed back Elena Balagush, who was my manager before Elise. When staff return to an organization it speaks volumes about the environment.

What is your favorite thing about working at Gorgias?

Does it have to be just one? Here are a few of the standouts:

The support from upper management to try new things and experiment

A great deal of my success at Gorgias is due to supportive management. First, in Success from Chloe Kesler, then in Scaled Programs from Elena Balagush, and in the last 12 months from our outstanding VP of Success Elise Kubicki.

I have a particular soft spot for Elise, as she gave me the skills to develop strategies and concepts of my own but, more importantly, instilled in me the confidence to put them into practice.

The resources to become a better version of my work-self

The Gorgias team, internally, is jam-packed with team members who are experts in their field. This has given many of us a rare opportunity to learn on the job from the industry's best performers.

A culture that encourages the sharing of knowledge

Following on from my earlier point, the collaborative culture at Gorgias is second to none. I have experienced first-hand the way sometimes competitive nature can become engrained at companies with aggressive goals. 

At Gorgias, you won’t find a skerrick of this. Instead, the value of 100% honesty and having a unified goal breeds an undercurrent of genuine camaraderie and a sense of drive to achieve as a collective. 

Knowledge is freely shared across all departments and seniority levels. This flat structure encourages curiosity and discussions between everyone — regardless of role.

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

That we can’t hire everyone. There isn’t a single tech person I know who wouldn’t benefit from the experience of working here.

Now that you are holding a management position, what are your plans for customer education at Gorgias?

In the future, I’m going to do everything I can to develop a winning Customer Education program and (fingers crossed) position us as industry leaders in this field.

I’d like to see us continue to roll out new initiatives to help our merchants thrive, especially given the difficult landscape at this time.

I’ll continue to learn and grow in the Customer Education space. I still have plenty of areas to work on — I’m just grateful I’m part of an organization that gives me every possible opportunity to do this.

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

I’d love to carry on in Customer Education and one day move up into a director position. I’ve got a long way to go but I’m confident Gorgias is the most suitable place for me. 

I couldn’t wish for a better manager, better team, or better organization. Results are rewarded and I’m incredibly proud of not just the growth that we’ve seen but the way we got here — we move fast, we make mistakes, we learn and we adapt. Rinse and repeat. That’s the kind of company I want to be with for life.

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

Businesses run on happy customers. Happy customers generate repeat business, share positive reviews, and refer others to your brand. Plus, happy customers are cost-effective. Getting a new customer typically costs more than keeping your current ones around.

Net promoter score (NPS) measures how likely a customer is to recommend your brand to someone else. This metric was invented by Fred Reichheld of Bain & Company in 2003 and is a surprisingly good indicator of a company’s success. Companies with high NPS for their industry grow revenue 2.5 faster than their competition, according to research from Rob Markey, founder of Bain & Company’s Customer & Marketing practice.

Want to evaluate the success of your customer experience, product, and overall business? You should measure NPS. Here is a closer look at NPS, including how to calculate and benchmark your score.

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What is net promoter score (NPS) and what does it measure?

Net promoter score (NPS) is a metric to calculate the quality of your customer experience across every channel based on whether or not your existing customers are likely to recommend your business to someone else.

The net promoter score for your business is essential because it directly reflects how well your business satisfies your customers. It also shows the number of promoters you are creating through your company. It allows you to quantify the sentiment of your customers so you can better serve and satisfy them.

So what, exactly, is NPS measuring? Most directly, it indicates how much of your customer base would recommend your product to others. However, people treat NPS as a metric for brand loyalty, customer satisfaction, overall customer service, and happy customers.

NPS is one of the most common metrics to measure your brand’s customer experience and growth potential. Lumoa, a customer survey company, surveyed customer experience directors. Of the respondents, two-thirds said they prioritize and track NPS.

NPS terms explained

Calculating your NPS score isn’t difficult once you understand the three types of responses: 

• Promoter: A promoter is a customer who responds to the NPS survey question with a nine or a 10. They are highly likely to recommend your business to others. These customers are likely to bring you new customers because of their recommendations. The majority of your referrals will come from these satisfied customers.
• Detractor: A detractor gives a 0 to 6 response on the survey. These are usually unhappy customers who are not likely to recommend you to others. They may even detract from your business by posting bad reviews and warning people to stay away from your brand.
• Passive: A passive responds with a score of 7 or 8. These are part of your customer base and may remain loyal, but they are not happy enough to recommend your business to many people. They do not impact your NPS.

Net promoter score formula + how to calculate

The formula for net promoter score is: Total % of promoters - the total % of detractors = NPS

NPS scores are significant for measuring the overall quality of your customer support and interactions. Fortunately, collecting NPS is relatively straightforward — it all boils down to one simple question:

"On a scale of 0 to 10, how likely are you to recommend our product to someone else?"

On this scale, 10 is the highest response: Customers who choose 10 are “extremely likely” to recommend your brand. And 0 is the lowest “not likely at all” response. 

Let’s walk through how to calculate net promoter score step-by-step:

• Separate your survey results into promoters, passives, and detractors. When you ask for customer feedback with the NPS question, their ratings will group them into one of three categories: promoters, passives, and detractors. Go through your responses and categorize them accordingly. 
• Determine what percentage of the total number of responses are promoters and what percentage are detractors. Leave passives aside.
• Subtract the percent of detractors from the percent of promoters. That number, which should range from 1 to 100, is your NPS.

Example of NPS score calculation

Here’s an example: You have a survey that comes back with 60% of the respondents being promoters, 10% of the respondents being detractors, and 30% of the respondents being passives. This is what your NPS calculation would look like:

60% promoters - 10% detractors = 50 NPS

In this scenario, the NPS score is 50. The NPS is always an integer, never a percent.

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Interpreting your NPS results

A perfect NPS would be 100, but you can score as low as -100. A score below zero is considered poor because it means you have more detractors than promoters. Negative scores indicate your business may have a high churn rate and will struggle to grow. A score of 0 to 30 is acceptable, but anything above 30 is best.

Also, your overall NPS is only one piece of the puzzle. Once you know how to collect survey responses and calculate your score, you can drill down to determine which factors impact your score most.

For example, NPS may vary across your products. If so, you can start investigating whether the low-scoring products are low-quality, have misleading marketing, or something else entirely. Likewise, NPS may vary depending on the customer service channel customers use. If so, you may want to bolster your omnichannel customer service offering.

What’s considered a good NPS score?

This is a tricky question to answer. NPS scores range from -100 to 100, so any NPS above zero technically means you have more promoters than detractors. The traditional score breakdown looks like this:

• Scores between 1 and 30 are acceptable.
• Average scores between 31 and 50 mean you’re doing pretty well.
• Between 50 and 70, you’re doing fantastic.
• Scores above 70 are considered beyond amazing — and sometimes unattainable since it would mean that all or nearly all of your respondents are promoters.

In practice, looking at others in your industry is usually better to determine what is good and what isn’t. Pay particular attention to whether or not your business is B2B or B2C, as B2C scores tend to vary much more widely based on the nature of the consumer products industry. 

ClearlyRated’s 2022 NPS Benchmarks for B2B Service Industries illustrates this well, with most B2B service NPS ranging from 23 to 60. In the B2C market, on the other hand, the average NPS ranges from 5 to 62 for 2022.

What’s considered a bad NPS score?

With NPS, the goal is always to have more promoters than detractors. So, like any score above zero is technically positive, any NPS of zero or lower is a negative score regardless of your industry because it means you have more detractors than promoters.

Whether you want to improve a good score or bring a lousy score up to par, it’s usually about providing a better customer experience. If your score is lower than you’d like, it’s time to analyze the customer experience you’re providing to find weak areas that could improve.

NPS benchmarks across industries

Of course, your score doesn’t mean much without context. Retently’s 2023 NPS benchmark provides excellent data on the average NPS across industries:

• Insurance: 74
• Financial services: 71
• Retail: 61
• Ecommerce: 50
• Healthcare: 45
• Communications and media: 29
• Internet software and services: 9

Don’t lose hope if your NPS is lower than the numbers above. Every brand is different, and every brand starts somewhere. The most important project is to continuously improve your NPS, regardless of where you stack up against competitors.

Three ways to collect and calculate net promoter scores at scale

The formula is simple enough, but you might want to create a system to process your score continually. We have three recommendations:

1) Create an Excel or Google Sheets NPS spreadsheet

If you’re comfortable with Excel or Google Sheets, you can set up a spreadsheet to perform your net promoter score calculation. To do this, you will need to follow these steps with the COUNTIF function:

• Define promoters using =COUNTIF(R:R,”>=9″), detractors with =COUNTIF(R:R,”<=6″), and passives with =COUNTIF(R:R,”=7″) +COUNTIF(R:R,”=8″)
• Copy and paste the customer responses into the column, and Excel or Google Sheets will count them for you
• Add the NPS equation into the spreadsheet using this formula: =(Promoters - Detractors)/Responses * 100

Plugging these formulas into your spreadsheet allows you to keep tabs on your NPS in real time, updating it as you need to when new survey responses come in.

2) Use a free NPS calculator tool

If you're not great at using Excel, you can also use free NPS calculator tools online. To use one of these, you only need to count up the customer responses on their surveys and put them in the NPS calculator platform. Many survey tools allow you to export the scores easily.

Some good options for free NPS calculation include:

• Delighted
• Hotjar
• NPS Calculator

3) Use a survey automation tool with NPS capabilities

Before calculating your score, you’ll have to send a survey to customers to collect their responses. Some survey tools have NPS calculations built in.

If you use Gorgias as your customer service platform, you can easily integrate a survey automation tool to collect and calculate responses like:

• Simplesat and Gorgias
• Delighted and Gorgias
• Reveal by Omniconvert and Gorgias
• Retently and Gorgias

We love and recommend all these tools, but as an example, let’s look at how Delighted and Gorgias work together. Delighted helps you spin up an automated NPS survey — one of many survey templates they offer. Then, you can automatically send out the survey to customer segments on multiple channels via Gorgias:

Source: Delighted

Best practices for NPS effectiveness and accuracy

An accurate NPS score helps you grow your business, overall customer retention, and referrals. An inaccurate NPS may point you in the wrong direction. Accuracy doesn’t just mean you used the formula correctly — it also means you’re measuring the full breadth of your customer base and customer journey.

Below are some best practices to implement to make your NPS as accurate and helpful as possible.

Decide whether you'll use a relationship or transactional survey (or both)

First, the type of survey you use is important. There are two main types to choose between: relationship surveys and transactional surveys.

Relationship surveys try to measure a customer's brand or company loyalty. They ask questions about the overall customer experience and how satisfied the customer is with your company. You will send these to your customer base at specific intervals to help you evaluate the quality of your customer experience and support.

Transactional surveys focus on a particular transaction — for ecommerce, this is usually a purchase. The survey questions focus on that transaction, not the overall customer experience. This type of survey might give you better information about the specific product purchased, though it can also skew up or down if the customer contacted customer support.

Most of the time, you’ll start with relationship surveys. Before you drill down to specific products and transactions, it’s helpful to benchmark your customers’ overall sentiment, loyalty, and promoter status.

If you don’t have a helpdesk, you can use standalone NPS software to collect contact information and send surveys. But suppose you have a helpdesk like Gorgias. In that case, you’ll have an easier time automating your NPS surveys with one of the NPS survey tools listed above because your helpdesk already has customer contact information and can automatically send surveys after purchases or customer service interactions.

Limit the number of questions you include as part of the NPS survey experience

When you decide to contact, you may be tempted to ask as many questions as possible to maximize the insights you receive. We get it; we love customer insight, too. However, response rates for NPS surveys are low, and customers are even less likely to respond to longer surveys.

You’ll have higher response rates if you focus your NPS surveys on two questions:

• On a scale of 0 to 10, how likely are you to recommend our product to someone else?
• Tell us why you selected that score

Let customers answer an open-ended question right after they provide their score

As we said above, you should follow up after a respondent gives you their score to understand why they answered that way. Leaving the question as optional won't impact the number of NPS questions you get back, but you may get some critical qualitative data from customers who choose to fill out the open-ended question.

Open-ended questions require more than a "yes" or "no" response. Here are some examples of open-ended questions that work well:

• What disappointed you about your experience?
• How could we improve your experience?
• What do you like the most about our product/service?

Make this question about the customer, using plenty of second-person pronouns, and let them have an open forum to add a response. Use the information you gather to help you improve your customer satisfaction in future interactions.

Just get started and aim for statistically significant sample sizes later on

It's easy to get caught up in details and never actually launch your NPS survey. While you want an effective survey, don’t let perfect get in the way of done. Even if you only have a small amount of data initially, you will have some. NPS surveys are not one-and-done; you can optimize your next survey to get more responses.

Start with the relationship survey and send it to your current customers. Then, after receiving responses, tweak your survey and send it to different customer base segments. Continue tweaking the frequency, wording, and targeting until you get a statistically significant number of survey responses.

Don't wait to start until you have a perfect system — you'll lose valuable data if you do.

Optimize when you send your surveys

Experiment with the timing of your survey to maximize the total number of respondents. We’re unaware of any universal best practice for the time and day of the week to send out NPS surveys. The timing will depend on your specific customer base, so experiment until you find the sweet spot.

Some survey automation tools, like those mentioned above, will send surveys in response to customer actions. For example, a customer could get a survey a few hours (or days) after purchasing or contacting customer support. This is a great way to ensure you target customers who are actively engaged with your brand.

Want to improve your survey response rates? Check out our list of best practices for improving your NPS response rate.

Test your survey before you send it out to customers

Finally, ensure you test your survey in-house before sending it to actual customers. There is nothing worse than a poorly worded, poorly functioning survey. Send a test survey to people within your organization first, and make sure it gets to their inbox and not the spam folder.

What might trigger a spam flag in the invitation email for your survey? Here are some things to avoid:

• All-caps in the subject line
• Too many exclamation points
• Words like "act now," "free," and "urgent matter"
• An image with little text in the email body
• Too many font sizes, colors, and types

Send the invitation email to people in-house and make sure everything works. The email should open, be easy to read, work on multiple browsers and email programs, and make sense to the reader. Take feedback from your team to tweak the email and ensure the survey has the best chance of getting read and responded to once it reaches your customer.

Create a process to handle low NPS scores

The primary purpose of NPS is to give you an overall impression of brand loyalty. Another benefit is to identify — and fix — low-NPS interactions as they happen.

We recommend identifying some of the top reasons for low scores and implementing a system to respond to incoming low scores quickly. In Gorgias, for example, you can set up an automated Rule to automatically create a ticket for incoming NPS scores and assign low NPS scores to a dedicated agent.

As your team grows, you can even dedicate agents to each common issue: damaged products, delayed shipping, etc. Gorgias’ intent detection automatically analyzes tickets to identify the root cause of the problem and, combined with Rules, can send each issue to a specialized agent:

Source: Gorgias

Treat those flagged low scores as priority tickets and establish a suitable solution for each reason. For example, you could send a gift card to customers who receive a late or damaged product.

These conversations may be sensitive and challenging, especially among VIP customers. So, we recommend activating phone support as a last line of defense for customers with a negative experience.

Raising your NPS is one of the revenue-generating tactics from our CX-Driven Growth Playbook, which is based on research of over 10,000+ top ecommerce brands. Check out the playbook for 17 more actionable tips to drive revenue by improving your CX.

Don’t stop at NPS: Also measure customer satisfaction (CSAT) score

Net promoter score is a rich metric, but it’s not the only — nor necessarily the best — way to gauge customer loyalty. One issue is the premise of the survey itself: Just because a customer might promote your brand doesn’t mean they’ll stay loyal. A customer might recommend your product to a friend but choose not to purchase it again because your product is too expensive for them.

We recommend complimenting your NPS efforts by measuring customer satisfaction (CSAT), mainly to gauge the performance of your customer support team. Whereas NPS helps you understand the potential for referral-based growth, CSAT asks about customer loyalty more directly: How satisfied are you with the help you received today?

If you use Gorgias, you can automatically send customer satisfaction surveys after closing a conversation with a customer:

Source: Gorgias

This information will be displayed in future discussions to give the next agent context about this customer’s past experiences with your brand. Plus, you can zoom out to get a sense of CSAT across your entire customer base with the platform’s customer satisfaction dashboard:

Source: Gorgias

Data from our CX-Driven Growth Playbook indicates your CSAT and revenue are linked. For example, raising your CSAT from 4/5 to 4.9/5 can raise your overall revenue by 4%.

Want to better understand your ecommerce business’s overall performance with metrics like conversion rate, acquisition costs, and lifetime value? Check out our guide to ecommerce KPIs.

Want to zoom in on your customer service department’s performance with metrics like NPS, CSAT, and support performance score? Check out our guide to evaluating customer service.

Learn how Gorgias helps ecommerce companies measure and improve key metrics

A good NPS score means your customers are happy and they are spreading the news about your product via word of mouth. Gorgias helps ecommerce brands improve customer experience to drive customer loyalty, referrals, and revenue.

One of our customers, Bagallery, saw their NPS go from 19 to 41 after partnering with Gorgias. Another client, Comme Avant, now maintains a nearly perfect NPS after switching to Gorgias.

And with Gorgias, NPS is only the tip of the iceberg for reporting and analytics. You have access to reporting dashboards like our Support Performance dashboard, which combines many key customer service metrics, and our Live Statistics dashboard, which shows up-to-date information about each agent's performance.

Sign up for a free trial to see Gorgias' powerful tools for reporting, analytics, and omnichannel customer support.

As a Talent Acquisition Specialist, I firmly believe talent sourcing is a crucial component of recruitment. It involves proactively reaching out to good-fit candidates to broaden your talent pool and make key connections well in advance, rather than just waiting for the perfect person to find and apply to job postings once they go live.

Talent sourcing helps us at Gorgias cut through application noise and get the highest quality candidates possible. Our outreach emails for Engineering positions, one of the most challenging roles to fill, see 26%-46% response rates. And in this deeply competitive labor market, getting in contact with those gem candidates is especially important. 

In this article, we’ll discuss the merits of talent sourcing as a hiring strategy, as well as the tools and tactics we use for talent sourcing at Gorgias.

The state of the hiring market in Q1 2022 (post-pandemic)

The state of the hiring market in 2022 is worrisome, to say the least. It seems like every single company has at least 10 open roles, and they’re all competing over the same pool of top-notch candidates.

Let’s take a step back and look at the last couple of years. Compared to Q1 2020, iCIMS reports job openings in Q1 2021 are up by 86%, hires are up by 45%, and job applications are down by 11%.

Meanwhile, 78% of companies report being unable to find enough talented candidates in the market to fill their open roles. Why? As we mentioned above, the labor market has tightened. This means that naturally, there are more jobs open than people to fill them, which consequently makes hiring even harder.

2022 continues these trends. There are now a record 5 million more job openings than unemployed people in the US, according to this article published by CNBC (which contains many top takeaways from the Bureau of Labor Statistic’s Job Openings and Labor Turnover Survey.)

Also, like always, certain roles are particularly difficult to fill right now. Full-stack engineers are most in-demand right now, meaning they’re especially difficult to find and hire. Fortunately, a shift toward hiring remote talent in smaller regions is taking place. Software engineers who are open to remote work receive 20% more interview requests.

Part of appealing to this pool of in-demand talent is understanding software engineers’ top priorities. Here’s below the full list of the biggest motivators for software engineers, according to the 2022 State of Software Engineers Report: 

These motivators are valuable insights because they can help you market your open roles (and, to get back to the topic, talent sourcing outreach) more sharply. 

What exactly is talent sourcing?

There are differing opinions about the exact definition of talent sourcing. But the basic definition of talent sourcing is engaging candidates who are not active applicants. We call the targets of talent sourcing “passive talent,” which excludes candidates who apply traditionally, through a job posting.

For us, the goal of talent sourcing is to build a pipeline of talent that operates throughout the year as a proactive approach to the company’s hiring needs. Sourcing allows us to connect with potential fits long before a need develops.  Considering that hiring a new employee can take anywhere from a week to several months, getting a head start on promising candidates is a great long-term strategy.

Why do we believe talent sourcing is an essential best practice?

In Q1 2022, it took our team an average of 53 days to extend an offer. In Q2, we were able to send out offers in 39 days thanks in part to talent sourcing. Therefore, we managed to speed up the process of extending an offer by 26% thanks to talent sourcing.

We looked at some statistics outside of Gorgias and here’s what we found: 70% of the world's workforce are passive candidates, and 86% of the most qualified candidates for your open positions are already employed, hence not actively looking for a job. That said, LinkedIn has found that 90% of the professionals active on their platform would like to hear about career opportunities.

Talent sourcing helps bridge the gap between the companies hiring and passive candidates (which, again, make up 70% of the workforce). We can build relationships with promising talent well before we’re urgently looking to make a hire. 

Gem found that talent sourcing is the second most important recruiting trend (after diversity recruiting), according to their 2022 Recruiting Trends: Data-Driven Recruiting. 

The impact of talent sourcing on key hiring metrics

Why exactly is talent sourcing such a prominent trend? Because it’s a strategic approach to improve many of the most important metrics a recruiting team pays attention to.

Time to hire

Talent sourcing can improve your time to hire because you can start refining a pool of candidates well before you have a live job ad. For us, one of the best tactics was to use outreach to identify a pool of talent that uses our tech stack. That way, when you post an engineering, product management, or non-tech role, you don’t have to source from scratch and filter out candidates because of basic misalignments.

Once a job posting goes live, our team has a huge headstart (and can therefore crush previous time-to-hire metrics). Instead of going to LinkedIn and starting a search from scratch, I would go to our refined pool of (currently, but forever growing) 111K candidates that match our company’s needs, tech stack, or overall preferences and start my search there.

Candidate quality

Talent sourcing helps us create a pool of pre-vetted candidates, so we’re never in a situation of having to accept a mediocre candidate because of a time crunch and lack of inbound interest.

Also, when a high-potential candidate doesn’t end up receiving (or accepting) an offer, they go back into our talent pool so we can potentially find another opportunity to work with that high-quality candidate.

Diverse hiring

We use Gem for robust top-of-funnel diversity reporting. The tool lets us deep dive into our natural sourcing tendencies and analyze passthrough rates across demographics like gender. This helps us point out some of the unconscious biases we each might have, so we can keep diversity and inclusivity in mind, implement action items, and source a diverse and strong team.

Our approach to building a Talent Pool

Explore our ATS for candidates we want to re-engage

As you likely know, a candidate’s potential (and journey with your company) doesn’t necessarily come to an end after a rejection. To make the most of high-quality candidates who have already gone through our screening once, we check out junior candidates we talked to 2+ years ago and marked as under-qualified. We do the same with candidates who have kept warm after rejection and candidates who withdrew from the process because they took another offer.

These candidates have already expressed an interest in our company and therefore get consideration to introduce into our ongoing talent pool.

Optimize our recruiting tech stack for searchability

One of our most helpful tools is HireSweet. The tool enables us to explore all of the 4,000 candidates who live in our ATS much easier than just searching the database. One of the best features is that HireSweet allows us to find candidates that may have switched careers completely but live in our ATS under an old position.

But the question still stands: how do we expand our talent pool to 111K people?

Source, scrape, and upload a massive number of leads

We don’t reach out to leads by hand: we contact them in bulk by sourcing and scraping. Before we explain our process, the important thing to keep in mind is that your search and bulk leads import should always resonate with the company’s hiring strategy. Simply put, we don’t do volume sourcing for the sake of doing high volume.

Bulk imports can help you in a few ways:

1. While searching for candidates, you want to keep profiles that are not an exact fit so you can find them when a better-fit role comes along
2. You want to reach out to a higher volume of leads
3. You want to anticipate and pre-source for the future

Here’s an example of how we might pre-source our industry to collect a high volume of good-fit names:

• Find a list of start-ups (related to your industry if you want to be more precise)
• Break it down per country
• Find the companies’ LinkedIn pages (with automation, if possible)
• Scrape the “people” section of said pages
• Clean the data, and import it into your 3rd party tool to enrich it
• All employees that mentioned working for the companies you’re targeting are now in your talent pool

We use the following four tools to execute the process described above:

LinkedIn will limit the number of profiles you can scrape each day. If that’s the case, you can set up bot automation to run multiple times a day. With fewer profiles scrapped more frequently, you can stay under the radar.

Additional ways to improve your talent sourcing and recruitment marketing

Did you know that 66% of people who changed jobs were aware of the company they joined before they applied? That’s why we encourage you to do everything you can (with the resources and buy-in you have) to take a proactive approach to your talent strategy. Some more tactics include:

Create clear, engaging outbound messaging 

A well-written message tailored to each candidate (or at least each role) is a terrific approach to draw top talent in, keep them interested, and persuade them to discover more about the company.

At Gorgias, we do our best to include the relevant information without plopping an entire job ad in the first message. We typically try and highlight a couple of unique features (including compensation, which we share with our SaaS calculator).

Encourage your non-recruiting team to source talent

Talent sourcing doesn’t just need to be a recruiter activity. We encourage employee ambassadorship, wherein the entire company is invited to source talent for live and upcoming roles. (They aren’t scraping LinkedIn, but can refer candidates our way and spread the word.)

When employees establish a direct relationship with candidates, they can provide a meaningful testimonial and sneak peek into the company’s culture.

Engaging passive candidates involves more effort than engaging active candidates because you have to persuade someone to be interested. But the effort is worthwhile: at the very least, you spread the word about the company.

Speaking of engaging your team, check out our article of five tips to engage a hybrid or distributed team. 

Let us know your take on talent sourcing

At Gorgias, we managed to reach a 26%-46% response rate for our outreach emails for Engineering positions.

Even though recruiting and sourcing tactics constantly evolve, the mindset is still the same:

• Grab candidates’ attention
• Engage with them in a clear, helpful way
• Build relationships that make great placements easier in the longterm

Top talent is in high demand, and competition for their attention is severe. That’s why we need to establish a presence wherever potential candidates are — starting with their Inbox.

We’re hungry for lifelong learning and growth, so we want to hear from all the recruiters and sourcers out there. What’s your take on talent sourcing? How are you approaching it in your company? What can we learn from your practice?

Send me an email and let us know!

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When your company decides to launch a new support channel — usually for efficiency and customer convenience — setting it up is only half the battle. The other half is driving customers toward the new channel (and away from your old ones). Without a concerted effort for customer adoption, you risk paying for a support channel that nobody uses.

Berkey Filters, a world leader in water purification and seller of water filter systems, wanted to add SMS as a support channel for their shoppers. SMS is more convenient for on-the-go shoppers and allows agents to provide service to multiple shoppers more efficiently than other channels.

Berkey Filters launched SMS with Klaviyo, and wanted wanted to add the Klaviyo SMS integration to Gorgias to unify customer conversations in one platform.

The launch was one of the most successful we’ve seen to date, both in terms of ticket efficiency and customer adoption. Within a month of launching SMS, Berkey Filters: 

• Achieved a 2-minute average first-response time for SMS
• Achieved a 20-minute average handle time for SMS
• Converted 2% of tickets to SMS from more time-consuming channels
• Decreased time-consuming phone tickets by 23%
• Decreased time-consuming email tickets by 21%

We sat down with Jessica, the Gorgias account owner and Customer Experience Analyst for Berkey Filters, to ask how Berkey Filters achieved such suburb support stats so quickly. Jessica was generously willing to share her strategies to drive customer adoption of the new support channel. 

In this Playbook, learn about the six tactics Berkey Filters used to launch SMS, increase the number of customers using this channel, and decrease ticket volume on older channels. 

Why add SMS to your helpdesk in the first place?  

SMS is one of the fastest-growing support channels today. It’s one of five channels consumers expect from brands, alongside email, website, voice, and chat. 

Consumers love SMS because it’s fast, convenient, and always with them (even on the go). They don’t need to block off time in their day to sit by their laptop or on the phone to deal with a support situation. They can carry about their day and effortlessly reply to texts whenever they have a moment – something most people already do. 

Support managers love direct messaging channels because conversations are typically shorter and resolved faster. And as long as SMS tickets are managed in the same places as other channels, it’s easy for agents to manage. 

Jessica was specifically interested in using the SMS channel in Gorgias for Berkey Filters to achieve the following goals:

1. Decrease the number of phone calls they received (because agents can only talk to one person at a time) 
2. Decrease the number of times a customer reaches out across multiple channels for the same issue (because faster response times on SMS would make it less likely for duplicate tickets to come in) 
3. Let customers using mobile — which accounts for half of their website visits — contact customer service on the device they’re already using
4. Easily send photos back and forth with customers (especially because they frequently get questions about how to fix or store their products) 
5. Offer a channel that doesn’t require a stable WiFi connection (because they have customers all over the country, including in rural areas that don’t always have reliable service) 

Jessica’s team also views SMS as a modern support channel. More and more brands want to offer a customer service experience that’s seamlessly integrated into the shopper’s day, and Berkey wanted to be an early adopter. 

While some of these benefits are pretty applicable to any store, make sure you’re clear on your “why” before adding a new support channels. This will help you know how to prioritize it compared to other channels and justify the work that goes into adding a new method of communication with your customers. 

How to add Gorgias SMS to your helpdesk

For the purposes of this playbook, we’ll assume you’ve already created your Gorgias helpdesk. If you haven’t, get started with a free trial or schedule a call with our team for a personalized demo. 

Gorgias SMS allows you to send and receive 1:1 SMS and MMS messages with your customers. To add it, go to Settings > Integrations > SMS. 

You’ll need a Gorgias phone number to get started. If you have one already (likely because you use Gorgias voice support), you can add the SMS integration without changing numbers. If you do not have a number yet, it’ll prompt you to create one first. 

If you already have a phone number but it isn’t owned by Gorgias, you’ll need to port it. Learn how in this help doc. 

If you’ve just added SMS (or any new channel), there are a few administrative tasks we recommend before following the steps outlined this playbook: 

• Create a dedicated view for SMS tickets
• Set up routing Rules for SMS tickets
• Create SMS-specific Macros (SMS messages should probably be shorter than some of your other channels, for example) 
• Review existing Rules to add or exclude SMS as a channel trigger

Now, we’ll share exactly how Jessica promoted SMS for Berkey Filters customers. 

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6 steps to drive customer adoption of your new SMS channel (inspired by Berkey Filters)

Jessica knew they would eventually add their SMS number directly on the Berkey Filters website, but she also knew she’d have to wait for her developer to do so. In the meantime, she started with the tools available to her in Gorgias. 

Here are six tactics Jessica used to drive adoption of the newly launched support channel: 

1. Launch a Gorgias Chat Campaign on the Berkey Filters “Contact us” page
2. Customize the auto-reply that was sent to new email tickets
3. Add the SMS number directly on the “Contact us” page
4. Promote SMS in the top banner of the website
5. Leverage their 2 min. first response time (FRT) for SMS in messaging
6. Maintain that FRT with an SLA view in Gorgias

Let’s break each of these down. 

1) Launch a Gorgias Chat Campaign on the Berkey Filters “Contact us” page

Even though Jessica would need to wait for her developer to update the actual page content, she knew she could launch a Gorgias Chat Campaign on the “Contact us” page to announce they now offer support via SMS. (If you don’t know, a Chat Campaign is a live chat session that automatically and proactively triggers for targeted website visitors, often to announce special promotions.) 

Here’s what their campaign looked like: 

Jessica’s campaign automatically opens a live chat box announcing the launch of SMS for anyone who stays on the Berkey Filters contact page for longer than 30 seconds. That time frame is a good way to target anyone who’s clearly trying to identify the best contact method, and not someone who accidentally clicked onto the page (and would likely bounce before 30 seconds). 

To create a Chat Campaign in Gorgias, go to Settings > Integrations > Chat and select the chat widget you want to use. Click the “Create Campaign” button in the top right. 

From here, you can enter the URL(s) the campaign should appear on, set a required time spent on the page, and customize the message that displays. 

Read this help doc to learn more about chat campaigns. 

2) Customize the auto-reply on new email tickets

One of the best ways to tell customers about a new support channel is to promote it on one of your existing channels — especially to customers who are already accustomed to those existing channels and may never visit the contact page again. 

For the segment of customers who already use email to contact support, Jessica leveraged the initial auto-reply that Berkey Filters sends when a customer emails them to announce the new, faster channel. 

In addition to the standard, “Thanks for contacting us! An agent will reply back shortly,” Jessica added, “We are currently experiencing high contact volumes and will be responding as quickly as possible. Our chat and text response times are typically faster. We are now accepting text messages at 1-800-350-4170.” 

By customizing the auto-reply to promote the new channel, Jessica met Berkey Filters’ customers where they were to make sure they knew about the latest and greatest way to get support. 

3) Add the SMS number directly on the “Contact us” page

At this point, Jessica got developer support to add the support phone number to the website. The contact page is a natural location to add any new support channels, because you know new customers will go there looking for contact information. 

Here’s what the Berkey Filters “Contact us” page looks like: 

When building this page, Jessica made many intentional decisions to funnel visitors toward the new channel. Specifically, she:

• Featured SMS next to another efficient (and therefore preferred) channel
• Put the phone number in the headline so it’s easy to see
• Added “Text Us” and a chat bubble visuals to clarify the number is for texting, not calls
• Pointed out that texting is great for “Conversation On The Go,” reminding people to use the channel if they plan to step away from the computer
• Set expectations by listing each channel’s average response time (ART) 

The lesson? When releasing a new support channel, don’t be afraid to give extra context around it to help your shoppers understand when they should use one over the other. 

4. Promote SMS in the top banner across the website

The banner at the top of the website is a high-visibility location that’s especially great for getting in front of returning customers (since they may not need to visit your contact page anymore). 

Brands usually use the top banner for promotions or sales, but Berkey Filters uses it for a mix of sales and support to cater to the entire customer experience. If you refresh their website a few times, you’ll see it rotate through three messages: 

1. Free shipping on orders over a certain amount
2. Chat now for an immediate response
3. Text us for support on the go

5. Promote first response time (FRT) for SMS in messaging

You might’ve picked up on this already, but Jessica was doing something really strategic with her messaging about SMS: She was promoting their first response time of 2 minutes.  

That’s fast! And therefore, a pretty compelling reason for shoppers to use it over other, slower channels like email or voice. 

Now, obviously this only works if your team is achieving a fast response time like that and willing to maintain it. (More on that in the next point.) 

What’s important is that Gorgias gives you insights into your support team’s performance. While that’s useful for internal planning (staffing, budgeting, etc.), we also highly recommend leveraging these data points with your own customers to show the value of the support you provide. 

Support stats that are great to leverage when promoting support via SMS: 

• Global first response time
• SMS first response time
• Global resolution time
• SMS resolution time
• Global CSAT score
• Total or percentage of tickets your brand has answered via SMS (if you’re still trying to increase adoption post-launch)

We don’t currently include SMS CSAT score in Gorgias reporting. If you’d like to measure and promote your SMS CSAT score, share that product feedback here!

6. Maintain that FRT with an SLA view in Gorgias

To help her team keep those impressive first response and resolution times, Jessica knew she needed to improve (and not just measure) those times. She set up a service-level agreement (SLA) view in Gorgias that shows SMS tickets that are open and were created more than one minute ago. 

Here’s what that looks like: 

This view sits at the top of their sidebar along with a few other SLA-based channel views, so agents can quickly prioritize what tickets they should solve next. 

In addition to the view, Jessica created an Auto-Reply Rule that sends the first message to an SMS ticket. 

This message thanks the customer for texting support, and states the business hours for Berkey Filters. We love how this helps set expectations right from the start, especially for customers who might text in outside of these hours. (So they don’t text again waiting for a reply!) 

Here’s what that Rule looks like: 

Last but not least, it’s worth mentioning that Jessica was also incredibly intentional about rolling all of this out to the Berkey Filters agents. Specifically, she involved them in the decision to launch the new channel, trained them on the new system, and made sure they were prepared before launch. 

None of this would be possible if agents were unsure how to handle incoming SMS tickets or use the SLA view.

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Berkey Filters’ results from adding support via SMS

We’ve already teased some of the impact that Berkey Filters has seen since adding SMS support, but how does it all add up? 

In their first 30 days using Gorgias SMS, Berkey Filters: 

• Closed over 250 SMS tickets
• Sent almost 1400 messages via SMS
• Achieved a 2-minute first response time
• Achieved 20-minute resolution time
• Converted 2% of all tickets to SMS
• Decreased phone calls by 23%
• Decreased emails by 21%

That’s remarkable! And while those stats certainly speak to the high quality of their support team, they first needed to make customers aware and excited about the new channel.  If you decide to launch a new support channel, we recommend following Berkey’s lead and creating an intentional adoption campaign to accompany the launch. 

Get your customers excited about texting your brand

Prioritizing SMS shifts customer service conversations to a “live” channel where agents can help multiple customers at once, giving everyone a better experience. 

And even if you’re strained for resources (like waiting for your developer to be able to update your store’s site) you can follow Berkey Filters’ lead and use other features and channels in Gorgias to start promoting your new channel.

Gorgias also integrates with SMS marketing platforms like Klaviyo to make texting a seamless part of your customer journey (and easy for agents to manage).

Specifically, if customers reply to an SMS sent with Klaviyo, Gorgias will create a ticket so your agents can respond right away. Plus, Klaviyo and Gorgias share customer data in real time, so you have as much information about your customers as possible in both tools:

“Having the Gorgias + Klaviyo integration has helped provide a service to our customers that we did not have before. Our customer service department is now able to provide a near-instant response via text message without having to exit Gorgias. This feature has made the entire process of getting to these tickets so effortless and much more efficient.”

— Jessica Robles, Customer Experience Analyst at Berkey Filters

To get started with Gorgias SMS, log into your helpdesk or click here to sign up for free.

Every month, our product team holds a casual, conversational event with our customers to demo new features, receive real-time feedback, and host live Q&As. 

Watch the video below or read on for a recap of our latest product updates. 

1. Admins can require Two-Factor Authentication for all users (3:18) 

While Gorgias does a lot to keep your data secure, one of the best ways to add an extra layer of security is to encourage agents to use secure passwords and two-factor authentication (2FA). 

And with our latest update, you can do more than just encourage. Admins can now require agents to set up two-factor authentication. 

1. Admins can require Two-Factor Authentication for all users (3:18) 

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Once an admin toggles the option, all users in your account will have 14 days to set up 2FA. After 14 days, users will need to set it up to access your helpdesk. 

2. Add a contact form in Gorgias Chat for a better CX outside business hours (11:38) 

It can be hard to follow up with chat tickets that were left during off-business hours. Sometimes customers don’t include enough details in their message, making it harder to follow up on the next day. 

Using a contact form in Gorgias Chat, you can capture a customer's email and message in a short conversational way. The contact form is designed to collect more information without disrupting the conversational experience, so you can easily follow up and help via email when you log back into Gorgias. 

The contact form prompts your web visitors to select a subject (to help you triage tickets faster), and then provide more details about their issue so your agents know what they’re trying to solve. Last, it collects the shopper’s email address so you know who to follow-up with and where to reach them. All of this information will be collected in a single ticket in your helpdesk. 

Read this help center article to learn how to enable the contact form in your Gorgias chat. 

3. Create sub-categories in Help Center (19:55) 

Create multiple levels of categories to help your shoppers navigate to improve help center organization and find help content for related issues more easily. 

These new categories also give your team more options when creating a Help Center, so you can organize FAQs in whatever way makes sense for your brand. 

4. New Managed Rules (For Automation Add-on Subscribers) (21:30) 

Rules are a powerful feature that let Gorgias users automatically organize, tag, and reply to tickets. Thousands of Gorgias customers have adopted rules in their customer support workflow to save time and allow themselves to provide faster and higher quality service. Focusing on the common inquiries like WISMO, we’ve built Managed Rules to optimize time for Automate subscribers. 

Managed Rules are pre-built automations developed by the Gorgias team and include some of the most common and helpful automations. They need no code, no setup. Install them from the Rule Library and you’re good to go! If we improve the Rule, it will automatically update in your helpdesk, no action from you required.

Customer Q&A (24:44) 

Tune into the above timestamp if you want the full 25 minutes of customer questions and answers from our product team. Here were a few of the highlights!

With only two weeks left in Q2, which of the planned releases on the public roadmap will actually launch? (25:44)

Some features listed in Q2 of our public roadmap will indeed be released in Q2, while others will spill into Q3 (or later). We’re proud to provide transparency with our public roadmap, but please understand that it’s subject to change throughout the quarter. We do our best to update our roadmap frequently but can’t always do so right away.

Although we can’t promise to release any of these features in Q2, a few features we plan to release sooner than later include:

• FAQ article recommendations in chat
• Create a Chat report in help desk statistics
• Display agents phone availability state

Our team is actively prioritizing the roadmap for Q3 right now. Check back soon to see the latest plan! 

Will you be improving the returns and cancellations workflow for the Help center? We use Loop, but can’t integrate our self-service return portal with our new Help Center. (33:40)

This is a limitation we’re definitely aware of, and are exploring options. The long-term solution is to build better integrations with Loop and other top returns platforms. If this is a feature you’d like to see, please submit the request here. 

When will the option to convert phone calls to SMS be available? (45:15)

We’re hoping to release more features around that at the start of 2023. Today if you receive a phone call, you can always reply to that ticket via SMS. In the future, we’ll focus on helping you deflect the phone call entirely and prioritize SMS instead. 

Join us for the next monthly product event

Thanks for checking out the recap of our June customer product event. We hold these events once as a month as a way to share the latest releases and connect with our customers in real-time. It’s a favorite – from both customers, and the Gorgias team. 

If you’d like to sign up for the next one to attend live, you can register here. We’d love to have you join us! 

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There are now over 85 incredible integrations in the Gorgias App Store with the tools that power your ecommerce store. While each app is unique, together these integrations can help your agents work more efficiently to provide excellent service to your customers. 

Take a look at the newest additions so far from 2022. 

In the first half of the year, we’ve launched 15 new integrations for your Gorgias helpdesk: 

1. Klaviyo (updated!)
2. Gorgias SMS
3. Thankful AI
4. Netsuite
5. Okendo
6. Narvar
7. Skio
8. Via Software
9. Clyde
10. Smartrr
11. ShipMonk
12. Annex Cloud
13. Daton
14. Shogun Frontend
15. Gobot
16. Shop2app

Read on to learn how you can use these tools to help manage your store, and visit the Gorgias App Store to activate them today!

Klaviyo (updated early 2022)

Klaviyo is an email and SMS marketing automation platform built for ecommerce. Gorgias was the first helpdesk to connect to Klaviyo SMS, allowing your brand to create seamless conversations between your marketing campaigns, shoppers, and support team.

With the updated Klaviyo integration, you can: 

• Automatically create tickets in Gorgias from replies to Klaviyo SMS campaigns
• Reply to Klaviyo SMS messages in the same place as every other customer conversation, with all the context of your ecommerce integrations
• Create contact lists in Klaviyo based on support events in Gorgias

This integration helps you streamline customer interactions and create higher-converting marketing campaigns. To learn more, go to the Gorgias App Store. 

Gorgias SMS

We recently released Gorgias SMS, an easy way for your brand to offer this convenient and conversational communication channel. It’s one of the fastest-growing support channels for ecommerce brands, and one of the most reliable for customers to contact you on (since it’s not dependent on internet access). 

With Gorgias SMS, you can: 

• Talk to customers on their (since they likely always have their phone on them) 
• View order information in the same window as SMS tickets
• Easily send photos back and forth with customers

Click here to learn more about Gorgias SMS, available with all plans. 

Thankful AI

Thankful AI is a platform dedicated to helping you deliver better support for the post-purchase needs of your customers. The AI is tailored specifically for retail and ecommerce businesses, so you don’t have to worry about a disjointed experience. 

With this integration, the Thankful AI agent can: 

• Triage and route tickets to real agents
• Tag tickets in Gorgias 
• Respond to tickets across all written channels

This frees up your agents to focus on more meaningful conversations with customers. Visit the Gorgias App Store to learn more about the Thankful integration. 

NetSuite

NetSuite is a cloud ERP including financials, CRM, and ecommerce. It helps brand work more efficiently, take control of inventory and fulfillment, and bring all your tools together in a unified business management suite. ​​

Sync NetSuite data into Gorgias to give your agents important customer & order information in a single tab. 

With this integration, you can: 

• Add over 60 NetSuite fields to a widget in the Gorgias Customer Sidebar.
• Sync customer information from NetSuite into Gorgias.
• Sync order information & shipping details from NetSuite into Gorgias.
• Sync RMA information from NetSuite into Gorgias.
• View the last 10 orders that have been created or modified.

This helps your agents have all the context they need next to every conversation they have. Visit the Gorgias App Store to learn more. 

Okendo

Okendo is a customer marketing platform and an Official Google Reviews partner that helps brands capture and showcase high-impact social proof such as product ratings & reviews, customer photos & videos, and Q&A messageboards.

With this integration, you can: 

• Automatically create tickets in Gorgias for Okendo product reviews
• Easily respond to every customer who leaves a review
• Add an Okendo widget to the Gorgias Customer Sidebar for customer loyalty insights next to every ticket

Visit the Gorgias App Store to learn more about our Okendo integration. 

Narvar

Link Narvar Return & Exchanges for Shopify with Gorgias to automate returns management and get rich insights that help you save costs and improve operations.

With this integration, you can: 

• ‍Create flexible return policies. Deploy tailored returns flows, policies, and fees for different products or customer segments to offer a differentiated experience.‍
• Retain revenue with recommended exchanges. Convert up to 45% of refunds to exchanges by recommending exchanges of same or different value to customers right within the returns flow.‍
• Bring customers back by incentivizing store credit. Add a credit bonus to store credit refunds based on specific exchange rules that will incentivize customers to keep shopping in your store.

To learn more about our Narvar integration, visit the Gorgias App Store. 

Skio

Skio helps brands on Shopify sell subscriptions. With this integration, you can add a Skio widget to your Customer Sidebar in Gorgias. This gives your agents insights into customer subscriptions right in the helpdesk without having to switch tabs. 

With this integration, you can: 

• View Skio customer information in the Gorgias Customer Sidebar
• Quickly click out to Skio right from Gorgias if needed
• Respond to subscription questions from one central location 

To learn more about our Skio integration, visit the Gorgias App Store. 

Via Software

Via is a mobile commerce (SMS marketing) platform for ecommerce businesses. Send personalized messages to your customers for increased revenue and customer satisfaction. 

With this integration, you can: 

• Automatically create tickets in Gorgias based on customer replies to Via SMS
• Respond to Via SMS messages directly from the Gorgias helpdesk
• View the entire conversation, including replies from Gorgias, in the Via platform

Visit the Gorgias App Store to learn more. 

Clyde

With Clyde and Gorgias working together, you can create a seamless and positive support experience by syncing all warranty data inside your Gorgias account. Stay focused and close tickets faster by viewing Clyde contracts and claims information in the same window you use to talk to customers.

With this integration, you can: 

• See the full picture of every customer
• Find open warranty claims in a flash
• Turn your support center into a profit center

Manage warranty requests & find claims information in one tool. Head to the Gorgias App Store to learn more. 

Smartrr

Smartrr is a seamless, full-service subscription solution. Paired with Gorgias, you can equip your team with the best customer service tools in one convenient location to increase customer satisfaction and drive customer loyalty. 

With this integration, you can: 

• Sync subscription data from Smartrr in Gorgias
• Help agents stay focused in a single tab 
• Provide better, faster support for subscription questions

To learn more about our Smartrr integration, go to the Gorgias App Store. 

ShipMonk 

ShipMonk is an order fulfillment platform for eCommerce businesses ready to scale.  They offer technology-driven fulfillment solutions that enable business founders to devote more time to the things that matter most in their businesses.

With this integration you'll be able to:

• Pull order fulfillment data and tracking information from ShipMonk to Gorgias
• Access specific orders in ShipMonk directly from the Customer Sidebar in Gorgias

Learm more about the ShipMonk integration in the Gorgias App Store. 

Annex Cloud

Annex Cloud is a cloud-based customer loyalty platform for enterprises. They provide integrated loyalty, engagement, and retention solutions across a range of program types like paid memberships, incentives, and more. 

With this integration, you can: 

• Sync customer’s loyalty data across tools
• Show loyalty information of a customer when opening a new or existing ticket

Click here to learn more about our Annex Cloud integration. 

Daton

Daton can replicate Gorgias data to your data warehouse in minutes, freeing up your analysts to focus on generating important business insights instead of extracting data.  

With this integration, you can sync information from Gorgias to your data warehouse like:

• Customers
• Jobs
• Users
• Tickets

To learn more about Daton, visit the listing in the Gorgias App Store. 

Shogun Frontend

Shogun is a headless ecommerce platform built for merchants. Convert more with richer merchandising and sub-second store speed. The Gorgias integration allows merchants to add chat capabilities to their Shogun-powered shops. 

With Gorgias chat on your Shogun Frontend, you can: 

• Promote your products and provide order details, all connected to your ecommerce platform
• Create chat campaigns to proactively message customers while they’re shopping live on your site
• Have agents answer live chats or create customizable, automated flows to free up agents for the most important conversations

Click here to learn more about our integration with Shogun Frontend.

Gobot

Gobot helps fast-growing Shopify stores convert more shoppers and reduce support burden with beautiful guided selling quizzes and AI-powered support chatbots.

With this integration, you can: 

• Sync recommendation data from Gobot into Gorgias so reps can respond and address questions via chat or email. 
• Collect post-purchase survey data and automatically connect select customers with questions/feedback to support reps in Gorgias.
• Automate repetitive customer support inquiries with Gobot’s AI Support Automation and seamlessly transition to Gorgias live chat or email support for those who require human assistance.

Visit the Gobot listing in the Gorgias App Store to learn more. 

Shop2app

Shop2app is a mobile app builder. It’s designed for local delivery, national delivery, and in-store pickup, and also makes it easy to manage subscriptions and send push notifications to customers. 

With this integration, you can: 

• Automatically create tickets in Gorgias when customers contact a merchant from their mobile app.
• Allow customers to initiate a support ticket directly from past orders within the mobile app.

Visit the Shop2app listing in the Gorgias App Store to learn more. 

Supercharge Gorgias, your CX command center

The Gorgias App Store features 85+ high-quality integrations with other leading ecommerce tools. By connecting the apps that power your store, you can give your agents the context they need to provide remarkable customer service from a single workspace. (No more switching tabs!) 

To add any of these apps to your helpdesk, go to Settings > Integrations or visit the Gorgias App Store. 

Each month, our product team holds a casual, conversational event with our customers to demo new features, receive real-time feedback, and answer live Q&As. 

Watch the video recap here, or read on for a recap of the latest releases. 

1. SMS is officially live for all accounts (3:10) 

With this new channel, you can receive and respond to SMS and MMS messages within Gorgias. This makes it easy for your customers to communicate with your store while they’re on the go, and easy for your agents to provide fast, conversational support. 

We’re releasing SMS this quarter as a free trial for every customer on every plan. Conversations will count toward your plan’s ticket count, but there are no additional charges for minutes, usage, phone numbers, etc. In the coming months, we’ll be assessing the best way to provide Voice and SMS so we can continue to innovate and build powerful new features for these channels.

2. SMS Pro-tip: Create a Gorgias Rule to set up a double opt-in (11:55) 

If you want customers to consent to receive SMS messages before your agents actually reply, you can do this with a simple Rule in Gorgias. Here’s what it would look like: 

Read this article for four more Gorgias Rules to help automate SMS. 

3. Agents will now receive browser notifications when a ticket is assigned to them (14:55) 

This is especially great for anyone who gets tickets assigned to them, but may not be looking at Gorgias throughout their entire workday. (Think managers, social media collaborators, etc.) 

To see these notifications, you may need to adjust your browser and/or computer settings. You can see an example for Chrome + Mac in our official Product Update. 

4. Quick response flows in self-service got a revamp  (21:48) 

Quick response flows bring in a critical component to self-service, creating more ways to engage with shoppers who visit your store online. We designed quick response flows with the guidance that 60% of the time, customers use chat to ask pre-purchase questions. Most successful merchants leverage their FAQ content to prompt conversation with quick response flows that result in generating revenue, trust and loyalty.

If you haven’t yet activated quick response flows, you’re in for a treat. With this revamp, you can now easily manipulate every step of the experience for quick response flows from self-service settings. Immediately under the Quick Response Flows tab, you can write in any question and answer you prefer and hit save. There is no other place or screen you’d need to navigate. Using the preview on the right, you can reassure the quality of the experience you want to create for your customers. 

If customers click on a quick response flow and find the information they need, this will not count towards your monthly ticket volume. 

If they click on a quick response flow  and select “No, I need more help” option, it will create a ticket for an agent to address. 

Best practices

It’s amazing when our merchants start using a feature and take it to the next level. We’ve seen some of the best practices to include creating unique tags for each quick response flow created (e.g. Quick_Response_Flow_1), then adding a corresponding view in Tickets. This way, you can track closely the conversations prompted by quick response flows and dedicate a select group of agents who are trained to expand on the subject and help your customers become fans. For more on this subject, check out Quick Response Flows help doc here. 

Customer Q&A (26:50) 

Tune into that timestamp if you want the full 25 minutes of customer-led questions and answers from our product team. Here were a few of the highlights!

Gorgias Phone vs Aircall: What are the differences? What’s the timeline for improvement for Gorgias Voice? (32:40) 

Gorgias phone is an easy way to add a basic phone line to your store. If you’re looking for advanced, full call center features, our partners like Aircall or RingCentral may be a better solution for you. 

For example, their phone-specific statistics are more in-depth than ours, but the ability to create a phone number and answer it in the Gorgias helpdesk is naturally easier with Gorgias. 

Our long-term vision for Gorgias Phone is not to fully compete with apps like Aircall, but rather to invest in ecommerce-specific solutions so you can provide the best voice support to your shoppers. 

What’s up with WhatsApp? (37:50)

It’s our next new channel, coming Q3! We have access to the API and are ready to start building at the end of the quarter. (Just need to polish up a few existing channel bugs first.) 

Any plans to integrate with Shopify Blogs? (43:15) 

Not yet, but we’d love to hear more feedback about this if it’s something you’re interested in! Submit this idea on our Product Roadmap to help us prioritize it. 

Join us for the next monthly product event

That completes our recap of our May customer product event. We hold these events once as a month as a way to review the latest releases and connect with our customers in real-time. It’s a favorite – from both customers, and the Gorgias team. 

If you’d like to sign up for the next one to attend live, you can register here. We’d love to have you join us!