

TL;DR:
Conversational commerce finally has a scoreboard.
For years, CX leaders knew support conversations mattered, they just couldn’t prove how much. Conversations lived in that gray area of ecommerce where shoppers got answers, agents did their best, and everyone agreed the channel was “important”…
But tying those interactions back to actual revenue? Nearly impossible.
Fast forward to today, and everything has changed.
Real-time conversations — whether handled by a human agent or powered by AI — now leave a measurable footprint across the entire customer journey. You can see how many conversations directly influenced a purchase.
In other words, conversational commerce is finally something CX teams can measure, optimize, and scale with confidence.
If you want to prove the value of your CX strategy to your CFO, your marketing team, or your CEO, you need data, not anecdotes.
Leadership isn’t swayed by “We think conversations help shoppers.” They want to see the receipts. They want to know exactly how interactions influence revenue, which conversations drive conversion, and where AI meaningfully reduces workload without sacrificing quality.
That’s why conversational commerce metrics matter now more than ever. This gives CX leaders a way to:
These metrics let you track impact with clarity and confidence.
And once you can measure it, you can build a stronger case for deeper investment in conversational tools and strategy.
So, what exactly should CX teams be measuring?
While conversational commerce touches every part of the customer journey, the most meaningful insights fall into four core categories:
Let’s dive into each.
If you want to understand how well your conversational commerce strategy is working, automation performance is the first place to look. These metrics reveal how effectively AI is resolving shopper needs, reducing ticket volume, and stepping into revenue-driving conversations at scale.
The two most foundational metrics?
Resolution rate measures how many conversations your AI handles from start to finish without needing a human to take over. On paper, high resolution rates sound like a guaranteed win. It suggests your AI is handling product questions, sizing concerns, shade matching, order guidance, and more — all without adding to your team’s workload.
But a high resolution rate doesn’t automatically mean your AI is performing well.
Yes, the ticket was “resolved,” but was the customer actually helped? Was the answer accurate? Did the shopper leave satisfied or frustrated?
This is where quality assurance becomes essential. Your AI should be resolving tickets accurately and helpfully, not simply checking boxes.
At its best, a strong resolution rate signals that your AI is:
When resolution rate quality goes up, so does revenue influence.
You can see this clearly with beauty brands, where accuracy matters enormously. bareMinerals, for example, used to receive a flood of shade-matching questions. Everything from “Which concealer matches my undertone?” to “This foundation shade was discontinued; what’s the closest match?”
Before AI, these questions required well-trained agents and often created inconsistencies depending on who answered.
Once they introduced Shopping Assistant, resolution rate suddenly became more meaningful. AI wasn’t just closing tickets; it was giving smarter, more confident recommendations than many agents could deliver at scale, especially after hours.

That accuracy paid off.
AI-influenced purchases at bareMinerals had zero returns in the first 30 days because customers were finally getting the right shade the first time.
That’s the difference between “resolved” and resolved well.
The zero-touch ticket rate measures something slightly different: the percentage of conversations AI manages entirely on its own, without ever being escalated to an agent.
This metric is a direct lens into:
More importantly, deflection widens the funnel for more revenue-driven conversations.
When AI deflects more inbound questions, your support team can focus on conversations that truly require human expertise, including returns exceptions, escalations, VIP shoppers, and emotionally sensitive interactions.
Brands with strong deflection rates typically see:
If automation metrics tell you how well your AI is working, conversion and revenue metrics tell you how well it’s selling.
This category is where conversational commerce really proves its value because it shows the direct financial impact of every human- or AI-led interaction.
Chat conversion rate measures the percentage of conversations that end in a purchase, and it’s one of the clearest indicators of whether your conversational strategy is influencing shopper decisions.
A strong CVR tells you that conversations are:
You see this clearly with brands selling technical or performance-driven products.
Outdoor apparel shoppers, for example, don’t just need “a jacket” — they need to know which jacket will hold up in specific temperatures, conditions, or terrains. A well-trained AI can step into that moment and convert uncertainty into action.
Arc’teryx saw this firsthand.

Once Shopping Assistant started handling their high-intent pre-purchase questions, their chat conversion rate jumped dramatically — from 4% to 7%. A 75% lift.
That’s what happens when shoppers finally get the expert guidance they’ve been searching for.
Not every shopper buys the moment they finish a chat. Some take a few hours. Some need a day or two. Some want to compare specs or read reviews before committing.
GMV influenced captures this “tail effect” by tracking revenue within 1–3 days of a conversation.
It’s especially powerful for:
In Arc’teryx’s case, shoppers often take time to confirm they’re choosing the right technical gear.
Yet even with that natural pause in behavior, Shopping Assistant still influenced 3.7% of all revenue, not by forcing instant decisions, but by providing the clarity people needed to make the right one.
This metric looks at the average order value of shoppers who engage in a conversation versus those who don’t.
If the conversational AOV is higher, it means your AI or agents are educating customers in ways that naturally expand the cart.
Examples of AOV-lifting conversations include:
When conversations are done well, AOV increases not because shoppers are being upsold, but because they’re being guided.
ROI compares the revenue generated by conversational AI to the cost of the tool itself — in short, this is the number that turns heads in boardrooms.
Strong ROI shows that your AI:
When ROI looks like that, AI stops being a “tool” and starts being an undeniable growth lever.
Related: The hidden power and ROI of automated customer support
Not every metric in conversational commerce is a final outcome. Some are early signals that show whether shoppers are interested, paying attention, and moving closer to a purchase.
These engagement metrics are especially valuable because they reveal why conversations convert, not just whether they do. When engagement goes up, conversion usually follows.
CTR measures the percentage of shoppers who click the product links shared during a conversation. It’s one of the cleanest leading indicators of buyer intent because it reflects a moment where curiosity turns into action.
If CTR is high, it’s a sign that:
In other words, CTR tells you which conversations are influencing shopping behavior.
And the connection between CTR and revenue is often tighter than teams expect.
Just look at what happened with Caitlyn Minimalist. When they began comparing the results of human-led conversations versus AI-assisted ones over a 90-day period, CTR became one of the clearest predictors of success. Their Shopping Assistant consistently drove meaningful engagement with its recommendations — an 18% click-through rate on the products it suggested.
That level of engagement translated directly into better outcomes:
When shoppers click, they’re moving deeper into the buying cycle. Strong CTR makes it easier to forecast conversion and understand how well your conversational flows are guiding shoppers toward the right products.

Discounting can be one of the fastest ways to nudge a shopper toward checkout, but it’s also one of the fastest ways to erode margins.
That’s why discount-related metrics matter so much in conversational commerce.
They show not just whether AI is using discounts, but how effectively those discounts are driving conversions.
This metric tracks how many discount codes or promotional offers your AI is sharing during conversations.
Ideally, discounts should be purposeful — timed to moments when a shopper hesitates or needs an extra nudge — not rolled out as a one-size-fits-all script. When you monitor “discounts offered,” you can ensure that incentives are being used as conversion tools, not crutches.
This visibility becomes particularly important at high-intent touchpoints, such as exit intent or cart recovery interactions, where a small incentive can meaningfully increase conversion if used correctly.
Offering a discount is one thing. Seeing whether customers use it is another.
A high “discounts applied” rate suggests:
A low usage rate tells a different story: Your team (or your AI) is discounting unnecessarily.
This metric alone often surprises brands. More often than not, CX teams discover they can discount less without hurting conversion, or that a non-discount incentive (like a relevant product recommendation) performs just as well.
Understanding this relationship helps teams tighten their promotional strategy, protect margins, and use discounts only where they actually drive incremental revenue.
Once you know which metrics matter, the next step is building a system that brings them together in one place.
Think of your conversational commerce scorecard as a decision-making engine — something that helps you understand performance at a glance, spot bottlenecks, optimize AI, and guide shoppers more effectively.
In Gorgias, you can customize your analytics dashboard to watch the metrics that matter most to your brand. This becomes the single source of truth for understanding how conversations influence revenue.
Here’s what a powerful dashboard unlocks:
Some parts of the customer journey are perfect for AI: repetitive questions, product education, sizing guidance, shade matching, order status checks.
Others still benefit from human support, like emotional conversations, complex troubleshooting, multi-item styling, or high-value VIP concerns.
Metrics like resolution rate, zero-touch ticket rate, and chat conversion rate show you exactly which is which.
When you track these consistently, you can:
For example, if AI handles 80% of sizing questions successfully but struggles with multi-item styling advice, that tells you where to invest in improving AI, and where human expertise should remain the default.
Metrics like CTR, CVR, and conversational AOV reveal the inner workings of shopper decision-making. They show which recommendations resonate, which don’t, and which messaging actually moves someone to purchase.
With these insights, CX teams can:
For instance, if shoppers repeatedly ask clarifying questions about a product’s material or fit, that’s a signal for merchandising or product teams.
If recommendations with social proof get high engagement, marketing can integrate that insight into on-site messaging.
Conversations reveal what customers really care about — often before analytics do.
This is the moment when the scorecard stops being a CX tool and becomes a business tool.
A clear set of metrics shows how conversations tie to:
When a CX leader walks into a meeting and says, “Our AI Assistant influenced 5% of last month’s revenue” or “Conversational shoppers have a 20% higher AOV,” the perception of CX changes instantly.
You’re no longer a support cost. You’re a revenue channel.
And once you have numbers like ROI or revenue influence in hand, it becomes nearly impossible for anyone to argue against further investment in CX automation.
A scorecard doesn’t just show what’s working, it surfaces what’s not.
Metrics make friction obvious:
Metric Signal |
What It Means |
|---|---|
Low CTR |
Recommendations may be irrelevant or poorly timed. |
Low CVR |
Conversations aren’t persuasive enough to drive a purchase. |
High deflection but low revenue |
AI is resolving tickets, but not effectively selling. |
High discount usage |
Shoppers rely on incentives to convert. |
Low discount usage |
You may be offering discounts unnecessarily and losing margin. |
Once you identify these patterns, you can run targeted experiments:
Compounded over time, these moments create major lifts in conversion and revenue.
One of the biggest hidden values of conversational data is how it strengthens cross-functional decision-making.
A clear analytics dashboard gives teams visibility into:
Suddenly, CX isn’t just answering questions — it’s informing strategy across the business.
With the right metrics in place, CX leaders can finally quantify the impact of every interaction, and use that data to shape smarter, more profitable customer journeys.
If you're ready to measure — and scale — the impact of your conversations, tools like Gorgias AI Agent and Shopping Assistant give CX teams the visibility, accuracy, and performance needed to turn every interaction into revenue.
Want to see it in action? Book a demo and discover what conversational commerce can do for your bottom line.
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When Rhoback introduced an AI Agent to its customer experience team, it did more than automate routine tickets. Implementation revealed an opportunity to improve documentation, collaborate cross-functionally, and establish a clear brand tone of voice.
Samantha Gagliardi, Associate Director of Customer Experience at Rhoback, explains the entire process in the first episode of our AI in CX webinar series.
With any new tool, the pre-implementation phase can take some time. Creating proper documentation, training internal teams, and integrating with your tech stack are all important steps that happen before you go live.
But sometimes it’s okay just to launch a tool and optimize as you go.
Rhoback launched its AI agent two weeks before BFCM to automate routine tickets during the busy season.
Why it worked:
Before turning on Rhoback’s AI Agent, Samantha’s team reviewed every FAQ, policy, and help article that human agents are trained on. This helped establish clear CX expectations that they could program into an AI Agent.
Samantha also reviewed the most frequently asked questions and the ideal responses to each. Which ones needed an empathetic human touch and which ones required fast, accurate information?
“AI tells you immediately when your data isn’t clean. If a product detail page says one thing and the help center says another, it shows up right away.”
Rhoback’s pre-implementation audit checklist:
Read more: How to Optimize Your Help Center for AI Agent
It’s often said that you should train your AI Agent like a brand-new employee.
Samantha took it one step further and recommended treating AI like a toddler, with clear, patient, repetitive instructions.
“The AI does not have a sense of good and bad. It’s going to say whatever you train it, so you need to break it down like you’re talking to a three-year-old that doesn’t know any different. Your directions should be so detailed that there is no room for error.”
Practical tips:
Read more: How to Write Guidance with the “When, If, Then” Framework
For Rhoback, an on-brand Tone of Voice was a non-negotiable. Samantha built a character study that shaped Rhoback’s AI Agent’s custom brand voice.
“I built out the character of Rhoback, how it talks, what age it feels like, what its personality is. If it does not sound like us, it is not worth implementing.”
Key questions to shape your AI Agent’s tone of voice:
Once Samantha started testing the AI Agent, it quickly revealed misalignment between Rhoback’s teams. With such an extensive product catalog, AI showed that product details did not always match the Help Center or CX documentation.
This made a case for stronger collaboration amongst the CX, Product, and Ecommerce teams to work towards their shared goal of prioritizing the customer.
“It opened up conversations we were not having before. We all want the customer to be happy, from the moment they click on an ad to the moment they purchase to the moment they receive their order. AI Agent allowed us to see the areas we need to improve upon.”
Tips to improve internal alignment:
Despite the benefits of AI for CX, there’s still trepidation. Agents are concerned that AI would replace them, while customers worry they won’t be able to reach a human. Both are valid concerns, but clearly communicating internally and externally can mitigate skepticism.
At Rhoback, Samantha built internal trust by looping in key stakeholders throughout the testing process. “I showed my team that it is not replacing them. It’s meant to be a support that helps them be even more successful with what they’re already doing," Samantha explains.
On the customer side, Samantha trained their AI Agent to tell customers in the first message that it is an AI customer service assistant that will try to help them or pass them along to a human if it can’t.
How Rhoback built AI confidence:
Read more: How CX Leaders are Actually Using AI: 6 Must-Know Lessons
Here is Rhoback’s approach distilled into a simple framework you can apply.
Watch the full conversation with Samantha to learn how AI can act as a catalyst for better internal alignment.
📌 Join us for episode 2 of AI in CX: Building a Conversational Commerce Strategy that Converts with Cornbread Hemp on December 16.
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TL;DR:
In 2024, Shopify merchants drove $11.5 billion in sales over Black Friday Cyber Monday. Now, BFCM is quickly approaching, with some brands and major retailers already hosting sales.
If you’re feeling late to prepare for the season or want to maximize the number of sales you’ll make, we’ll cover how food and beverage CX teams can serve up better self-serve resources for this year’s BFCM.
Learn how to answer and deflect customers’ top questions before they’re escalated to your support team.
💡 Your guide to everything peak season → The Gorgias BFCM Hub
During busy seasons like BFCM and beyond, staying on top of routine customer asks can be an extreme challenge.
“Every founder thinks BFCM is the highest peak feeling of nervousness,” says Ron Shah, CEO and Co-founder of supplement brand Obvi.
“It’s a tough week. So anything that makes our team’s life easier instantly means we can focus more on things that need the time,” he continues.
Anticipating contact reasons and preparing methods (like automated responses, macros, and enabling an AI Agent) is something that can help. Below, find the top contact reasons for food and beverage companies in 2025.
According to Gorgias proprietary data, the top reason customers reach out to brands in the food and beverage industry is to cancel a subscription (13%) followed by order status questions (9.1%).
Contact Reason |
% of Tickets |
|---|---|
🍽️ Subscription cancellation |
13% |
🚚 Order status (WISMO) |
9.1% |
❌ Order cancellation |
6.5% |
🥫 Product details |
5.7% |
🧃 Product availability |
4.1% |
⭐ Positive feedback |
3.9% |
Because product detail queries represent 5.7% of contact reasons for the food and beverage industry, the more information you provide on your product pages, the better.
Include things like calorie content, nutritional information, and all ingredients.
For example, ready-to-heat meal company The Dinner Ladies includes a dropdown menu on each product page for further reading. Categories include serving instructions, a full ingredient list, allergens, nutritional information, and even a handy “size guide” that shows how many people the meal serves.

FAQ pages make up the information hub of your website. They exist to provide customers with a way to get their questions answered without reaching out to you.
This includes information like how food should be stored, how long its shelf life is, delivery range, and serving instructions. FAQs can even direct customers toward finding out where their order is and what its status is.

In the context of BFCM, FAQs are all about deflecting repetitive questions away from your team and assisting shoppers in finding what they need faster.
That’s the strategy for German supplement brand mybacs.
“Our focus is to improve automations to make it easier for customers to self-handle their requests. This goes hand in hand with making our FAQs more comprehensive to give customers all the information they need,” says Alexander Grassmann, its Co-Founder & COO.
As you contemplate what to add to your FAQ page, remember that more information is usually better. That’s the approach Everyday Dose takes, answering even hyper-specific questions like, “Will it break my fast?” or “Do I have to use milk?”

While the FAQs you choose to add will be specific to your products, peruse the top-notch food and bev FAQ pages below.
Time for some FAQ inspo:
AI Agents and AI-powered Shopping Assistants are easy to set up and are extremely effective in handling customer interactions––especially during BFCM.
“I told our team we were going to onboard Gorgias AI Agent for BFCM, so a good portion of tickets would be handled automatically,” says Ron Shah, CEO and Co-founder at Obvi. “There was a huge sigh of relief knowing that customers were going to be taken care of.”
And, they’re getting smarter. AI Agent’s CSAT is just 0.6 points shy of human agents’ average CSAT score.

Here are the specific responses and use cases we recommend automating:
Get your checklist here: How to prep for peak season: BFCM automation checklist
With high price reductions often comes faster-than-usual sell out times. By offering transparency around item quantities, you can avoid frustrated or upset customers.
For example, you could show how many items are left under a certain threshold (e.g. “Only 10 items left”), or, like Rebel Cheese does, mention whether items have sold out in the past.

You could also set up presales, give people the option to add themselves to a waitlist, and provide early access to VIP shoppers.
Give shoppers a heads up whether they’ll be able to cancel an order once placed, and what your refund policies are.
For example, cookware brand Misen follows its order confirmation email with a “change or cancel within one hour” email that provides a handy link to do so.

Your refund policies and order cancellations should live within an FAQ and in the footer of your website.
Include how-to information on your website within your FAQs, on your blog, or as a standalone webpage. That might be sharing how to use a product, how to cook with it, or how to prepare it. This can prevent customers from asking questions like, “how do you use this?” or “how do I cook this?” or “what can I use this with?” etc.
For example, Purity Coffee created a full brewing guide with illustrations:

Similarly, for its unique preseasoned carbon steel pan, Misen lists out care instructions:

And for those who want to understand the level of prep and cooking time involved, The Dinner Ladies feature cooking instructions on each product page.

Interactive quizzes, buying guides, and gift guides can help ensure shoppers choose the right items for them––without contacting you first.
For example, Trade Coffee Co created a quiz to help first timers find their perfect coffee match:

The more information you can share with customers upfront, the better. That will leave your team time to tackle the heady stuff.
If you’re looking for an AI-assist this season, check out Gorgias’s suite of products like AI Agent and Shopping Assistant.
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TL;DR:
Conversational AI changes how ecommerce brands interact with customers by enabling natural, human-like conversations at scale, helping reduce customer churn.
Instead of forcing shoppers through rigid menus or making them wait for support, conversational AI understands questions, detects intent, and delivers instant, personalized responses.
This technology powers everything from customer service chatbots to voice assistants, helping brands automate repetitive tasks while maintaining the personal touch customers expect.
For ecommerce specifically, it means handling order inquiries, providing product recommendations, and recovering abandoned carts — all without adding headcount.
Conversational AI is a type of artificial intelligence that allows computers to understand, process, and respond to human language through natural, two-way conversations. This means your customers can ask questions in their own words and get helpful answers that feel like they're talking to a real person.
Unlike basic chatbots that only recognize specific keywords, conversational AI actually understands what your customers mean. It can handle typos, slang, and complex questions that have multiple parts. The AI learns from every conversation, getting better at helping your customers over time.
Think of it as having a super-smart team member who never sleeps, never gets frustrated, and remembers every detail about your products and policies. This AI team member can chat with customers on your website, answer questions through social media, or even handle phone calls.
Conversational AI works because several smart technologies team up to understand and respond to your customers. Each piece has a specific job in making conversations feel natural and helpful.
Natural Language Processing (NLP) is the foundation that breaks down human language into pieces a computer can understand. This means when a customer types "Where's my order?" the AI can identify the important words and grammar structure.
Natural Language Understanding (NLU) figures out what the customer actually wants. This is the smart part that realizes "Where's my order?" means the customer wants to track a shipment, even if they phrase it differently like "I need to check my package status."
Natural Language Generation (NLG) creates responses that sound human and helpful. Instead of robotic answers, it crafts replies that match your brand's voice and provide exactly what the customer needs to know.
The dialog manager keeps track of the entire conversation. This means if a customer asks a follow-up question, the AI remembers what you were just talking about and can give a relevant answer.
Your knowledge base stores all the information the AI needs to help customers. This includes your return policy, product details, shipping information, and any other facts your team would use to answer questions.
Conversational AI follows a simple three-step process that happens in seconds. Understanding this process helps you see why it's so much more powerful than old-school chatbots.
When a customer sends a message or asks a question, the AI first needs to understand what they're saying. For text messages from chat, email, or social media, the system breaks down the sentence into individual words and analyzes the grammar.
For voice interactions like phone calls, the AI uses speech recognition to turn spoken words into text first. Modern systems handle different accents, background noise, and natural speech patterns without missing a beat.
Once the AI has the customer's words, it needs to figure out what they actually want. The system looks for the customer's intent — their goal or what they're trying to accomplish.
For example, when someone asks "Can I return this sweater I bought last week?" the AI identifies the intent as wanting to make a return. It also pulls out important details like the product type and timeframe.
The AI also uses context from earlier in the conversation. If the customer mentioned their order number earlier, the AI remembers it and can use that information to help with the return request.
After understanding what the customer wants, the AI creates a helpful response. It might pull information from your knowledge base, personalize the answer with the customer's specific details, or generate a completely new response using generative AI.
The system also checks how confident it is in its answer. If the AI isn't sure about something or if the topic is too complex, it knows to hand the conversation over to one of your human agents.
Different types of conversational AI work better for different situations in your ecommerce business. Understanding these types helps you choose the right solution for your customers and team.
Chatbots are the most common type you'll see on websites and messaging apps. Early chatbots followed strict scripts — if a customer's question didn't match the script exactly, the bot would get confused and give unhelpful answers.
Modern AI-powered chatbots understand natural language and can handle much more complex conversations. The best systems combine both approaches: using simple rules for straightforward questions and AI for everything else.
These chatbots work great for answering common questions about shipping, returns, and product details. They can also help customers find the right products or guide them through your checkout process.
Voice assistants bring conversational AI to phone support and other voice channels. These aren't the old phone trees that made customers press numbers to navigate menus.
Instead, customers can speak naturally and get helpful answers right away. Voice assistants can look up order information, explain your return policy, or even process simple requests like address changes.
This works especially well for customers who prefer calling over typing, or when they need help while their hands are busy.
Read more: How Cornbread Hemp reached a 13.6% phone conversion rate with Gorgias Voice
AI agents are the most advanced type of conversational AI. Unlike chatbots that mainly provide information, AI agents can actually take action on behalf of customers.
These systems connect to your other business tools like Shopify, your shipping software, or your returns platform. This means they can do things like:
Copilots work alongside your human agents, suggesting responses and pulling up customer information to help resolve issues faster.
Read more: How AI Agent works & gathers data
Conversational AI delivers real business results for ecommerce brands. The benefits go beyond just making your support team more efficient — though that's certainly part of it.
24/7 availability means you never miss a sale or support opportunity. Customers can get help at 2 a.m. or during holidays when your team is offline. This is especially valuable for international customers in different time zones.
Instant responses prevent cart abandonment and customer frustration, improving first contact resolution. When someone has a question about sizing or shipping, they get an answer immediately instead of waiting hours or days for an email response.
Personalized interactions at scale drive higher average order values. The AI can recommend products based on what customers are browsing, their purchase history, and their preferences, just like your best salesperson would.
Cost efficiency comes from handling repetitive questions automatically. Your human agents can focus on complex issues, VIP customers, and revenue-generating activities instead of answering the same shipping questions over and over.
Multilingual support helps you serve global customers without hiring native speakers for every language. The AI can communicate in dozens of languages, opening up new markets for your business.
Certain moments in the shopping experience create the biggest opportunities for conversational AI to drive results. Focus on these high-impact use cases first.
Pre-purchase questions are your biggest conversion opportunity. When someone is looking at a product but hasn't bought yet, quick answers about sizing, materials, or compatibility can close the sale. The AI can also suggest complementary products or highlight features the customer might have missed.
Order tracking makes up the largest volume of support tickets for most ecommerce brands. Customers want to know where their package is, when it will arrive, and what to do if there's a delay. AI handles these WISMO requests instantly by pulling real-time tracking information.
Returns and exchanges can be complex, but AI excels at the initial screening. It can check if an item is eligible for return, explain your policy, and start the return process. For straightforward returns, customers never need to wait for human help.
Cart recovery works best when it's immediate and personal. AI can detect when someone abandons their cart and reach out through chat or email with personalized messages, discount offers, or answers to common concerns that prevent purchases.
Post-purchase support keeps customers happy after they buy. The AI can send order confirmations, provide care instructions, suggest related products, and handle simple issues like address changes.
Getting started with conversational AI doesn't require a complete overhaul of your systems. The key is starting with clear goals and building your capabilities over time.
The best automation opportunities are found in your tickets. Look for questions that come up repeatedly and have straightforward answers. Common examples include order status, return policies, and basic product information.
Set realistic goals for your first phase. You might aim to automate 30% of your tickets or reduce average response time by half. Track metrics like:
Not all conversational AI platforms understand ecommerce needs. Look for a platform that integrates directly with Shopify and your other business tools. This connection is essential for pulling real-time order data, customer history, and product information.
Your platform should come with pre-built actions for common ecommerce tasks like order lookups, return processing, and subscription management. This saves months of custom development work.
Make sure you can control the AI's behavior through clear guidance and rules. You need to be able to set your brand voice, define when to escalate to humans, and update the AI's knowledge as your business changes.
Start your implementation by connecting your Shopify store to give the AI access to order and customer data. Don’t forget to integrate the rest of your tech stack like shipping software, returns platforms, and loyalty programs.
Launch with a few core use cases like order tracking and basic product questions. Monitor the AI's performance closely and gather feedback from both customers and your support team. Use this data to refine the AI's responses and gradually expand its capabilities.
The best approach is iterative — start small, learn what works, and build from there.
While conversational AI offers significant benefits, you need to be aware of potential challenges and plan for them from the start.
Accuracy concerns arise when AI systems provide incorrect information or "hallucinate" facts that aren't true. Prevent this by using platforms that ground responses in your verified knowledge base and product data rather than generating answers from scratch.
Brand voice consistency becomes critical when AI represents your brand to customers. Set clear guidelines for tone, style, and messaging. Test the AI's responses regularly to ensure they align with how your human team would handle similar situations.
Data privacy requires careful attention since conversational AI handles sensitive customer information. Choose platforms with strong security measures, data encryption, and compliance with regulations like GDPR. Look for features like automatic removal of personal information from conversation logs.
Over-automation can frustrate customers when complex issues require human empathy and problem-solving. Design clear escalation paths so customers can easily reach human agents when needed. Train your AI to recognize when a situation is beyond its capabilities.
Integration complexity can slow down implementation if your chosen platform doesn't work well with your existing tools. This is why choosing an ecommerce-focused platform with pre-built integrations is so important.
The brands winning with conversational AI start with clear goals, choose the right platform, and iterate based on real performance data. They don't try to automate everything at once. They focus on high-impact use cases that deliver real results.
Ready to see how conversational AI can transform your ecommerce support and sales? Book a demo with Gorgias — built specifically for ecommerce brands.
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TL;DR:
As holiday season support volumes spike and teams lean on AI to keep up, one frustration keeps surfacing, our Help Center has the answers—so why can’t AI find them?
The truth is, AI can’t help customers if it can’t understand your Help Center. Most large language models (LLMs), including Gorgias AI Agent, don’t ignore your existing docs, they just struggle to find clear, structured answers inside them.
The good news is you don’t need to rebuild your Help Center or overhaul your content. You simply need to format it in a way that’s easy for both people and AI to read.
We’ll break down how AI Agent reads your Help Center, finds answers, and why small formatting changes can help it respond faster and more accurately, so your team spends less time on escalations.
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Before you start rewriting your Help Center, it helps to understand how AI Agent actually reads and uses it.
Think of it like a three-step process that mirrors how a trained support rep thinks through a ticket.
Your Help Center is AI Agent’s brain. AI Agent uses your Help Center to pull facts, policies, and instructions it needs to respond to customers accurately. If your articles are clearly structured and easy to scan, AI Agent can find what it needs fast. If not, it hesitates or escalates.
Think of Guidance as AI Agent’s decision layer. What should AI Agent do when someone asks for a refund? What about when they ask for a discount? Guidance helps AI Agent provide accurate answers or hand over to a human by following an “if/when/then” framework.
Finally, AI Agent uses a combination of your help docs and Guidance to respond to customers, and if enabled, perform an Action on their behalf—whether that’s changing a shipping address or canceling an order altogether.
Here’s what that looks like in practice:

This structure removes guesswork for both your AI and your customers. The clearer your docs are about when something applies and what happens next, the more accurate and human your automated responses will feel.
A Help Center written for both people and AI Agent:
Our data shows that most AI escalations happen for a simple reason––your Help Center doesn’t clearly answer the question your customer is asking.
That’s not a failure of AI. It’s a content issue. When articles are vague, outdated, or missing key details, AI Agent can’t confidently respond, so it passes the ticket to a human.
Here are the top 10 topics that trigger escalations most often:
Rank |
Ticket Topic |
% of Escalations |
|---|---|---|
1 |
Order status |
12.4% |
2 |
Return request |
7.9% |
3 |
Order cancellation |
6.1% |
4 |
Product - quality issues |
5.9% |
5 |
Missing item |
4.6% |
6 |
Subscription cancellation |
4.4% |
7 |
Order refund |
4.1% |
8 |
Product details |
3.5% |
9 |
Return status |
3.3% |
10 |
Order delivered but not received |
3.1% |
Each of these topics needs a dedicated, clearly structured Help Doc that uses keywords customers are likely to search and spells out specific conditions.
Here’s how to strengthen each one:
Start by improving these 10 articles first. Together, they account for nearly half of all AI Agent escalations. The clearer your Help Center is on these topics, the fewer tickets your team will ever see, and the faster your AI will resolve the rest.
Once you know how AI Agent reads your content, the next step is formatting your help docs so it can easily understand and use them.
The goal isn’t to rewrite everything, it’s to make your articles more structured, scannable, and logic-friendly.
Here’s how.
Both humans and large language models read hierarchically. If your article runs together in one long block of text, key answers get buried.
Break articles into clear sections and subheadings (H2s, H3s) for each scenario or condition. Use short paragraphs, bullets, and numbered lists to keep things readable.
Example:
How to Track Your Order
A structured layout helps both AI and shoppers find the right step faster, without confusion or escalation.
AI Agent learns best when your Help Docs clearly define what happens under specific conditions. Think of it like writing directions for a flowchart.
Example:
This logic helps AI know what to do and how to explain the answer clearly to the customer.
Customers don’t always use the same words you do, and neither do LLMs. If your docs treat “cancel,” “stop,” and “pause” as interchangeable, AI Agent might return the wrong answer.
Define each term clearly in your Help Center and add small keyword variations (“cancel subscription,” “end plan,” “pause delivery”) so the AI can recognize related requests.
AI Agent follows links just like a human agent. If your doc ends abruptly, it can’t guide the customer any further.
Always finish articles with an explicit next step, like linking to:
Example: “If your return meets our policy, request your return label here.”
That extra step keeps the conversation moving and prevents unnecessary escalations.
AI tools prioritize structure and wording when learning from your Help Center—not emotional tone.
Phrases like “Don’t worry!” or “We’ve got you!” add noise without clarity.
Instead, use simple, action-driven sentences that tell the customer exactly what to do:
A consistent tone keeps your Help Center professional, helps AI deliver reliable responses, and creates a smoother experience for customers.
You don’t need hundreds of articles or complex workflows to make your Help Center AI-ready. But you do need clarity, structure, and consistency. These Gorgias customers show how it’s done.
Little Words Project keeps things refreshingly straightforward. Their Help Center uses short paragraphs, descriptive headers, and tightly scoped articles that focus on a single intent, like returns, shipping, or product care.
That makes it easy for AI Agent to scan the page, pull out the right facts, and return accurate answers on the first try.
Their tone stays friendly and on-brand, but the structure is what shines. Every article flows from question → answer → next step. It’s a minimalist approach, and it works. Both for customers and the AI reading alongside them.

Customer education is at the heart of Dr. Bronner’s mission. Their customers often ask detailed questions about product ingredients, packaging, and certifications. With Gorgias, Emily and her team were able to build a robust Help Center that helped to proactively give this information.
The Help Center doesn't just provide information. The integration of interactive Flows, Order Management, and a Contact Form automation allowed Dr. Bronner’s to handle routine inquiries—such as order statuses—quickly and efficiently. These kinds of interactive elements are all possible out-of-the-box, no IT support needed.


When Ekster switched to Gorgias, the team wanted to make their Help Center work smarter. By writing clear, structured articles for common questions like order tracking, returns, and product details, they gave both customers and AI Agent the information needed to resolve issues instantly.
"Our previous Help Center solution was the worst. I hated it. Then I saw Gorgias’s Help Center features, and how the Article Recommendations could answer shoppers’ questions instantly, and I loved it. I thought: this is just what we need." —Shauna Cleary, Head of Ecommerce at Ekster
The results followed fast. With well-organized Help Center content and automation built around it, Ekster was able to scale support without expanding the team.
“With all the automations we’ve set up in Gorgias, and because our team in Buenos Aires has ramped up, we didn’t have to rehire any extra agents.” —Shauna Cleary, Head of Ecommerce at Ekster
Learn more: How Ekster used automation to cover the workload of 4 agents
Rowan’s Help Center is a great example of how clear structure can do the heavy lifting. Their FAQs are grouped into simple categories like piercing, shipping, returns, and aftercare, so readers and AI Agent can jump straight to the right topic without digging.
For LLMs, that kind of consistency reduces guesswork. For customers, it creates a smooth, reassuring self-service experience.

TUSHY proves you can maintain personality and structure. Their Help Center articles use clear headings, direct language, and brand-consistent tone. It makes it easy for AI Agent to give accurate, on-brand responses.

“Too often, a great interaction is diminished when a customer feels reduced to just another transaction. With AI, we let the tech handle the selling, unabashedly, if needed, so our future customers can ask anything, even the questions they might be too shy to bring up with a human. In the end, everybody wins!" —Ren Fuller-Wasserman, Senior Director of Customer Experience at TUSHY
Ready to put your Help Center to the test? Use this five-point checklist to make sure your content is easy for both customers and AI to navigate.
Break up long text blocks and use descriptive headers (H2s, H3s) so readers and AI Agent can instantly find the right section.
Spell out what happens in each scenario. This logic helps AI Agent decide the right next step without second-guessing.
Make sure your Help Center includes complete, structured articles for high-volume issues like order status, returns, and refunds.
Close every piece with a call to action, like a form, related article, or support link, so neither AI nor customers hit a dead end.
Use direct, predictable phrasing. Avoid filler like “Don’t worry!” and focus on steps customers can actually take.
By tweaking structure instead of your content, it’s easier to turn your Help Center into a self-service powerhouse for both customers and your AI Agent.
Your Help Center already holds the answers your customers need. Now it’s time to make sure AI can find them. A few small tweaks to structure and phrasing can turn your existing content into a powerful, AI-ready knowledge base.
If you’re not sure where to start, review your Help Center with your Gorgias rep or CX team. They can help you identify quick wins and show you how AI Agent pulls information from your articles.
Remember: AI Agent gets smarter with every structured doc you publish.
Ready to optimize your Help Center for faster, more accurate support? Book a demo today.
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Today, a wide range of software solutions exist to help ecommerce business owners better manage every aspect of their online store. However, creating the ideal technology stack for an ecommerce store is often easier said than done. To help you put together a tech stack that’s best suited for your unique business needs, we’ll review some of the top ecommerce tools on the market today, grouped by category.
First, we’ll walk through what you need to know about building a powerful, easy to use ecommerce tech stack — without breaking the bank.
An ecommerce tech stack is the collection of digital tools, software applications, and platforms that an online store owner uses to run their business. These tools work together to optimize day-to-day tasks — across sales, marketing, customer service, order fulfillment and returns, payment processing, and other key areas — and reveal customer insights that can fuel growth.
If you’re curious about an ecommerce brands’ tech stack, try searching on builtwith.com, which scans the back-end of any website to see what technology it uses.
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Today, ecommerce store owners have a broad range of solutions to choose from when it comes time to build their ecommerce tech stack. However, an abundance of options can also make selecting the best solutions a challenge. Here are the most important factors to consider:

An ecommerce tech stack can consist of anywhere from 3-5 core tools to more than 20, depending on the size of your operations and how you approach the process. It’s vital to set a budget and keep it in mind as you weigh different solutions and plan tiers. If possible, balance it against the return on investment (ROI) for the particular tool or feature set (more on that later).
Ideally, you’ll create a digital ecosystem of tools that integrate seamlessly and transfer data quickly and reliably. The ecommerce tools you consider should allow you to combine the features of multiple solutions, either through direct integrations or third-party integration tools.
While all ecommerce solutions come with some degree of a learning curve, it's a good idea to prioritize user-friendly tools that are easy to install, set up, and use. Look for a knowledge base with tutorials and FAQs; expert-led training options can also help.
Make sure the support solution aligns with your business hours and the channels you prefer, like email, phone, or live chat. Choosing a solution that’s backed by excellent customer support means you’ll have a reliable source of assistance if or when issues arise.
Building the right tech stack, complete with all the tools and features your store could possibly need, doesn’t happen overnight. It’s best to focus on testing and approving the tools you truly need for your day-to-day operations. That way, you know that any other software or hardware you’re considering should integrate nicely with your must-have tools.
For starters, an online store hosting platform will be the cornerstone of your ecommerce tech stack. From there, it’s up to you to decide which tools you add next.
We’ve seen that many ecommerce store owners choose to prioritize their sales and marketing tools — after all, many of the other solutions on our list won't offer much value if your online storefront isn't attracting customers or ready to manage payments. Big picture solutions or add-ons, like the top tier of a user analytics tool or premium page themes, can come later on.
When it comes to building the best possible ecommerce tech stack, integrations are key. Choosing apps that sync with one another allows information to flow seamlessly between them, cutting down on manual labor and user error and letting you get the most out of your stack.
Most software platforms have an integrations or apps page where they list their official integrations. For instance, the Gorgias Apps page has a categorized, searchable database of the 80+ apps that integrate with its platform. For apps that don’t directly integrate, a tool like Zapier lets you easily set up workflows between them and doesn’t require much tech expertise to use.

An email marketing platform that connects with your order fulfillment platform, for example, can enable you to send automated order tracking updates to your customers personalized with their name. A customer service solution that integrates with your social media marketing solution, meanwhile, can allow you to turn your social media channels into customer service channels.
A connected ecosystem provides far more value and functionality in the long run. By looking for compatibility between tools ahead of time, you can build an ecommerce tech stack that’s much more than the sum of its parts.
Fortunately, the money you invest into building tech stack doesn’t disappear into thin air — it will offer real value and unlock revenue opportunities. As you consider the cost of different tools, it’s a good idea to weigh it against the potential ROI of each tool.
At a high level, you can determine the potential ROI of each tool by weighing the expenses for a given time period — such as monthly subscription costs, licensing fees, additional users, and training or setup fees — against the potential gains. It can be tough to put the positive value of using a new tool into figures, however, consider gains like increased sales or reduced labor costs to start.
We recommend creating an optimistic estimate (lowest cost and highest return) and pessimistic estimate (highest cost and lowest return) to get closer to an accurate number. For example, if your optimistic estimate suggests that an email marketing tool will increase your store's cash flow by 10%, then you could factor this estimated ROI into how much of your budget is allotted for this tool.
The first solution that you will need to choose before you can get your ecommerce store up and running is a hosting platform. Hosting platforms allow you to build a custom ecommerce website — regardless of your coding experience — using simple drag-and-drop commands.
Plug-n-play hosting platforms also offer services such as website hosting, website security, and payment processing on your behalf. If you would like to get started building your own ecommerce store using an ecommerce store hosting platform, here are the top platforms to consider:
Arguably the most recognizable ecommerce store hosting platform, Shopify has certainly earned its reputation as a go-to choice for e-commerce sites. With Shopify, business owners are able to create attractive online stores in a matter of minutes by choosing from a broad variety of starting templates, then adding additional design elements and features from Shopify's ever-expanding library.
Business owners can also integrate thousands of additional features into their online store by making use of the Shopify App Store — a store that sells thousands of third-party apps designed to integrate with Shopify websites.
Check out Shopify’s integration with Gorgias.
Like Shopify, BigCommerce is a web development solution that allows ecommerce business owners to create their own online stores within a no-code environment before offering a full suite of web hosting services that includes site security and payment processing.
With that said, there are a few features that set BigCommerce and Shopify apart. For one, BigCommerce offers a long list of built-in sales features that don't require any additional installation, ensuring that you are ready to start moving products the moment your store goes live. Another nice feature of BigCommerce is that BigCommerce does not charge any transaction fees regardless of the plan that you choose.
Check out BigCommerce’s integration with Gorgias.
Magento differs from Shopify and BigCommerce in the fact that it is an open-source platform that is free to download and use. In order to build a website using Magento, though, you are going to need a certain degree of coding experience. The tradeoff for this steeper learning curve is that Magento allows you to build sites that are much more customized than what you could build using Shopify or BigCommerce. Magento also offers hosting services and a broad range of third-party integrations that can be purchased as add-ons.
Check out Magento’s integration with Gorgias.
According to data from The Drum, the total amount of money spent on digital ads increased 41% in the first half of 2021. If you want to keep up with econnerce industry competition that is increasingly spending more on advertising, it is essential to develop the right marketing strategy for your online store — and a big part of creating an effective marketing strategy is choosing the right ecommerce marketing tools.
From providing insights about your visitors, to helping you conduct keyword research, to helping you manage your email and PPC campaigns, there are a lot of capabilities that come with developing the right ecommerce marketing tool tech stack.
Klaviyo is a SaaS solution that automates the process of creating and managing email and SMS campaigns. With Klaviyo, you start out with pre-built campaign workflows that you can customize into your own email or SMS campaigns. From there, Klaviyo allows you to create automated triggers and segmented lists for your campaigns that will completely automate the process of sending the right messages to the right customers at the right times.
Check out Klaviyo’s integrations here.
Postscript is a tool that integrates with Shopify stores in order to provide store owners with the ability to create and manage SMS marketing campaigns from one centralized dashboard.
Given that SMS messages have a 98% open rate according to data from TechJury, SMS can be a powerful medium to manage, and Postscript provides all of the tools you need to develop and oversee effective SMS marketing campaigns: detailed reporting, tools for growing and managing your SMS subscriber list, and beyond.
Check out Postscript’s integrations here.
Google Analytics is a free analytics service offered by Google that is designed to provide real-time insights regarding how users find and use your website. With Google Analytics, you can see where your traffic is coming from, the pages that they visit, how much time they spend on each page, detailed demographics of your website visitors, and beyond. This detailed customer data helps you optimize your online store and marketing campaigns alike.
Google Analytics can also connect with any ecommerce platform and offers an incredibly wide range of other integrations as well.
Learn how to set up and integrate with Google Analytics here.
Canve is a simple, powerful design platform where anyone can design marketing assets for their website, social media, and more. While most designers prefer more powerful design tools, Canva’s extensive template library and simple drag-and-drop editing features make it the perfect choice for small business owners and single-person marketing teams.
With billions of engaged users all over the globe, social media platforms such as Facebook, Instagram, and Twitter are ripe with marketing opportunities. In addition to solutions for marketing to your social media audience, ecommerce social media management tools can also provide benefits such as automating the process of managing your social profiles and enabling you to turn your social media profiles into customer service channels.
Sprout Social is an all-in-one social media management tool that offers features like social listening tools for gleaning key insights from your social media audiences, automation tools for automatically scheduling and publishing posts, a centralized inbox for responding to comments and direct messages across multiple platforms, and rich analytics for gauging the results of your social media efforts. If you're looking for a single solution to empower your store's social media strategy, Sprout Social is a wonderful option to consider.
Check out Sprout Social’s integrations here.
Gorgias's comprehensive customer service platform offers powerful social media management features such as the ability to respond to direct messages, comments, and mentions across platforms from a single dashboard, track sales generated by individual support agents via social media app, and create macros that streamline your day-to-day social media interactions.
Check out all of Gorgias’s integrations here.
With over 146 million active users in the United States alone, Facebook Messenger is one of the most popular messaging platforms in existence. With Recart, ecommerce store owners are able to take advantage of this app's popularity by creating automated Facebook Messenger marketing campaigns. Recart also offers tools for helping you grow your Facebook Messenger subscriber list, as well as SMS marketing and list-building features.

Check out Recart's integrations here.
Creating an optimized customer experience is a vital goal for all types of retailers, and ecommerce stores are certainly no exception. With ecommerce CRM tools, you can ensure that you are managing your all-important customer relationships in a way that is well-organized and largely automated, freeing you up to focus on other important tasks.
Attentive is an SMS and email marketing solution designed to help store owners scale their subscriber lists and engage with those lists in a more personalized manner via enhanced segmentation and targeting. If you would like an all-in-one solution to SMS and email marketing, Attentive can offer everything you need to start building your subscriber lists and generating impactful campaigns.
Check out Attentive’s integrations here.
Ecommerce technologies designed to help you optimize your store's conversion rate and grow its sales can be highly beneficial. Ecommerce sales tools are able to provide a number of capabilities, such as helping you create the ideal sales funnel for your site, helping your sales staff perform customer outreach, and providing you with a wealth of customer data that you can leverage to boost your website's sales.
With Certainly, ecommerce store owners can create AI assistants that will guide their site's visitors to recommended products, walk customers through the checkout process, present customers with upsell opportunities, assist with returns, and more. These AI assistants also gather loads of valuable data during their conversations with customers that you can use to optimize the customer experience on your site.
Check out Certainly’s integrations here.
Even in today's digital age, contacting customers by phone remains a lucrative sales strategy. With EasyCall, sales teams are able to manage every aspect of phone-based customer outreach from a single centralized dashboard. EasyCall also makes it easy for customers to get in touch with you by making it simple for you to create a business phone number and web-based call center.
Check out EasyCall’s integrations here.
Automating time-consuming tasks such as managing email marketing campaigns or building new features into your website can free you and your team up to focus on other responsibilities. If you would like to leverage the power of automation on your website, here are two great automation e-commerce solutions to consider.
Alloy is a no-code automation solution for ecommerce stores that allows you to create triggers and automated flows with ease. Alloy is designed to integrate with a wide range of ecommerce tools and platforms so your system is ready to go when a specific event occurs within your store or one of the apps that you rely on, like a sale, customer message, page view, and more.
Check out Alloy's integration with Gorgias.
Omnisend is a tool that allows ecommerce store owners to create automated SMS and email marketing campaigns. In addition to templates to help get you started, Omnisdend also offers precision targeting and list segmentation tools, customizable triggers for launching automated campaigns, and in-depth reporting on the results that your SMS and email campaigns generate.
Check out Omnisend's integration with Gorgias.
Mesa offers a wide range of automation solutions, including automating customer returns, order tracking, creating customer support tickets, and beyond. With Mesa's large library of pre-built automation workflows and its no-code workflow editor, you can build and customize just about any automation you can imagine — regardless of your coding experience.
Check out Mesa’s integration page here.
Once you successfully direct a customer to the checkout page of your online shop, the battle is still far from over. In fact, the average cart abandonment rate across all industries is right at 70% according to data from Baymard Institute. Thankfully, utilizing the right ecommerce shopping cart tools can help you optimize your customers' checkout experience and keep your cart abandonment rate as low as possible.
One-part shopping cart tool, one-part plug-n-play ecommerce platform, Shopaccino allows you to turn any website into an ecommerce store by providing features such as payment processing, campaign tracking, inventory management, and more. If you are looking for an all-in-one solution for creating and managing your online shop but would rather use your existing website, then Shopaccino is a great option to consider.
Check out Shopaccino’s integrations here.
Ecwid is a tool that makes it easy to add products and a checkout page to any website or social media profile. Like Shopaccino, Ecwid can be used to turn your existing website into a fully operational online store. Ecwid also makes it easy to sell across multiple sales channels and platforms, including in-person, on your website, or on your social media profiles.
Check out Ecwid’s integrations here.
For brand-new stores, most of the tools listed in other sections will be enough to . However, as you grow, you may need additional web development frameworks to help you customize your store, improve efficiencies, and offer the customer experience your shoppers deserve.
Front-end web development programming languages help you develop, design, and deploy your ecommerce website. They help make your website more interactive, eye-catching, and user-friendly. The main front-end programming languages are:
If front-end web development is the aesthetics of the house, back-end web development is the plumbing, electricity, and everything else that operates behind the scenes to power the house’s — or your website’s — functionality.
Back-end development is usually custom-built, and requires a few elements:
If you’re interested in learning more about technical stacks for ecommerce, consider reading more about some of the most popular:
And if this section on web development went over your head, don’t be alarmed. Most stores get away with simple no-code tools until they mature enough to hire outsourced or in-house developers to support.
The ability to securely and conveniently accept payments from customers is a vital capability for any online store. Thankfully, these payment processing solutions make it easy for you to provide your customers with multiple payment processing options: Think of them like payment gateways that connect your store to flows of funds.
Shopify POS is a point-of-sale solution designed specifically for Shopify stores. It boasts a variety of advantages for Shopify users, including the ability to sync inventory, payments, and orders across multiple Shopify stores, create discounts and loyalty programs, and offer customers flexible shopping options like local pickup, local delivery, and ship-to-customer.
Check out Shopify POS's integrations here.
Once integrated into your online store, PayPal allows you to accept both credit/debit card payments as well as payments that are made using the customer's own PayPal account. PayPal also offers convenient point-of-sale devices that enable you to accept credit, debit, and PayPal payments at your brick-and-mortar location.
Learn how to integrate with PayPal here.
Like PayPal, Square offers both ecommerce and in-person payment processing solutions. While Square is best known for its point-of-sale devices that make in-person payment processing secure and convenient, Square can also be integrated with your online store to allow you to easily accept credit/debit card payments.
Check out Square’s integrations here.
Recharge is a subscription billing platform for Shopify stores that allows store owners to sell subscription-based products and services. If you are selling subscription-based goods such as replenishable goods or subscription boxes, Recharge can help you manage the complex billing in a way that is easy and largely automated.
Check out Recharge’s Tech Partners list of best-in-class integrations here. Or, see the full integrations directory.
Excellent customer service is a key pillar of ecommerce success. With these ecommerce customer service software solutions, you can integrate live chat customer support into your website, create automated chatbots for handling common questions and customer support issues, and automate other time-consuming elements of customer support.
Gorgias is an all-in-one customer service solution built specifically for merchants in the ecommerce industry.
The tool provides live chat customer support capabilities and self-service options such as a dedicated help center and knowledge base. This platform also offers a wide range of automations and macros for automating much of your customer service responsibilities. If you are looking for a comprehensive solution to ecommerce customer service that will save your customer support team time and resources and give your customers the help they need, Gorgias is an excellent solution.
Check out all Gorgias integrations here.
Stella Connect is a tool designed to help business owners manage remote customer support teams. With Stella Connect, you can manage your entire customer support team from one centralized dashboard, or integrate with Gorgias for an even more robust solution for remote teams. You can also schedule one-on-one meetings with customer support agents, provide agents with real-time customer feedback and more, making Stella Connect an excellent choice for business owners who rely on remote workers as their customer support staff.
Check out Stella Connect’s integrations here.
Still not satisfied? Check out our list of the best:
Installing chat tools on your website is one of the best ways to boost order value while making customer support more convenient for your customers. In fact, nearly 80% of businesses say offering live chat features has positively impacted sales, revenue, and customer loyalty.
Chat solutions for ecommerce stores can come in two different forms: live chat and automated chatbots. Implementing a live chat solution lets customers connect with a live support agent via a chat widget on your website. Chatbots, meanwhile, are AI-powered chat tools that auto-reply to common customer questions and issues according to rules you create and macros and resources you build ahead of time.
In both cases, ecommerce chat tools can be a powerful way to make your support channels more accessible to customers while reducing the workload of your support team. Here are the tools that can help you do it.
Gorgias offers a fast-loading and easy-to-install live chat widget that lets customers easily connect with a support agent any time they visit your website. In addition to live chat widgets built into your ecommerce store, Gorgias also gives you the power of live chat support via Facebook Messenger and SMS. For common questions and issues, Gorgias offers rules and macros that can be used to create automated responses, allowing you to quickly address the questions your brand receives most and turn them into sales opportunities.
Learn more about the Gorgias live chat tool here.
Ada is a solution that provides AI-powered chatbots for customer experience, sales, and support purposes. In addition to automated customer support chatbots that are able to address common questions and issues, Ada offers chatbots that will proactively engage customers when they visit your store. These proactive outbound messaging chatbots can be used to automatically deliver timely content to customers that is personalized based on their actions and interests.
Check out Ada's integration with Gorgias.
Still not satisfied? Check out our lists of the best:
Managing returns and shipping is a hassle that most online store owners would rather do without. Fortunately, there are high-quality tools available that allow you to automate many of the responsibilities associated with handling shipping and returns. By providing customers with self-service return options, automatically sending out shipping updates, and more, the following two tools can go a long way toward streamlining the logistics side of your business.
ReturnLogic is designed to automate the entire returns process by enabling you to create automated return workflows, automatically updating your inventory, and making it easy for you and your customers alike to track the status of returns. ReturnLogic also provides complete visibility to your customer support team, making it easy for them to access a customer's purchase history and issue refunds and returns.
Check out ReturnLogic’s integrations here.
Wonderment is an order-tracking platform that seeks to reduce customer support tickets regarding order status by providing customers with automated shipping updates. With Wonderment, you can automate shipping notifications via email or SMS, send internal notifications regarding delayed or lost orders, and create custom, fully-branded shipping alerts.
Check out Wonderment’s integrations here.
Encouraging exchanges for returned products rather than refunds is a great way to reduce the often substantial impact that product returns have on a store's bottom line. With Loop Returns, online store owners can create a customized product return portal where customers can return their purchases and manage exchanges without needing to contact the support team, among other helpful features.

Check out the Loop Returns integration with Gorgias.
More of a logistics service provider than an application, ShipBob is a service that allows ecommerce store owners to ship their products in bulk to ShipBob warehouses across the country. Once you've delivered your products, ShipBob then takes over all inventory management and order fulfillment responsibilities on behalf of your online store — picking, packing, and shipping products to customers as they're ordered.
Check out ShipBob's integration with Gorgias.
Providing customers with the ability to easily track their shipments is one of the most important parts of creating an optimized post-purchase experience. With AfterShip, you can create customized order tracking pages that allow customers to follow the location and status of their orders on your website. AfterShip's user-facing dashboard also enables you and your staff to easily monitor purchases and returns.
Check out AfterShip's integration with Gorgias.
From boosting your sales to streamlining the customer support process, creating a tech stack for your ecommerce store that is complete with the best ecommerce solutions can offer a wide range of advantages. At Gorgias, we are committed to helping our clients improve the quality of their customer support while at the same time making their entire customer support process more efficient with our industry-leading ecommerce customer support solutions.
See for yourself how Gorgias can help you provide your customers with the service they deserve — try out Gorgias today!
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Free shipping has become so ubiquitous in ecommerce that shoppers now expect it.
According to a survey conducted by Forbes, 77% of respondents abandoned their cart because they were unhappy with the shipping options. 84% made a purchase because it qualified for free shipping.
Free shipping isn’t always an option for ecommerce stores though, especially for those with small margins or where shipping is expensive for every order.
These are the best strategies for how to offer free shipping, even if you’re unsure it’s something your business can afford.
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Free shipping has become a key differentiator in a very crowded ecommerce ecosystem, with 75% of customers now expecting it on all orders.
Offering free shipping can drive more revenue for your business, encourage repeat business, decrease cart abandonment, and even pull customers away from your competition.
Let’s be clear: Offering free shipping for all products is not sustainable for most businesses. But free shipping is not all-or-nothing. Below, explore why providing free shipping in some capacity is worth the expense for your business.

One survey found that 90% of consumers consider free shipping to be the primary factor driving them to shop with online retailers more frequently. And, according to Gorgias, repeat shoppers generate 300% more revenue than first-time shoppers, on average.

When customers are online shopping, they remember easy experiences, which includes not having to pay for shipping when they find something they love. A stress-free experience (without unpleasant surprises at checkout) creates loyal customers who want to shop with your business long term.
📚 Recommended reading: Learn why customer experience is a largely untapped revenue stream for most ecommerce brands.
On top of that, some free shipping models encourage customers to place larger orders, generating more revenue per customer.
Take the minimum order value model (what you might call the Amazon not-Prime model), where shipping only becomes free once the cart reaches a certain subtotal. Depending on which study you prefer, at least 84% — and perhaps as many as 93% of customers — have added items to their cart to qualify for free shipping, increasing average transaction value and potentially total revenue per customer.
When you offer free shipping and a competitor doesn’t, that single difference can pull new customers your way — and away from the competition. When 90% of consumers consider free shipping their top incentive and a full 60% of them expect free shipping no matter what, offering it is a huge differentiator for your customer base.
📚Recommended reading: 7 Strategies for Creating a Customer-Centric Post-Purchase Experience
One firm determined the overall rate of cart abandonment in ecommerce stores is north of 75%, and unexpected charges (including shipping charges) at checkout are the top culprit.

In other words, providing free shipping — and keeping other unexpected fees out of the checkout process — will reduce cart abandonment and increase conversion rate for typical ecommerce businesses.
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Making the decision to implement free shipping isn’t always as simple as flipping a switch. It takes careful planning and even more careful execution. Consider the following factors to help you understand the cost of free shipping for your business and decide if it’s the right move for you.
The demand for free shipping has changed the way that small businesses choose to operate. For example, writer Amanda Mull at The Atlantic reveals how free shipping priorities (and algorithms favoring the vendors who offer it) have hurt numerous small business owners on Etsy.
If you’re operating on razor-thin margins and you’re already struggling to be price-competitive, pivoting to an always-free shipping model might not be feasible. Even if your margins are healthy, for many smaller ecommerce retailers, blanket free shipping isn’t sustainable or feasible—nor are the extra costs that come with it.
On a spreadsheet, compile the shipping costs for every product you sell — from the smallest and lightest to the largest and bulkiest — to all four corners of the US (if you’re a US-based store) and anywhere you ship internationally.
This cost will differ based on your preferred shipping carrier, too. Compare rates between FedEx, UPS, and USPS to see who has the most affordable option — we’ve linked shipping calculators for each above. Once you have these numbers, calculate your average shipping cost. Then, multiply it by the average number of orders you get in one month.
You’ll also want to look at your best-selling items and calculate how much it costs to ship them, as you’ll likely be sending these out more often than other items in your catalog.
Don’t worry about exact numbers here. The goal is to get a ballpark number to compare with your monthly revenue. If your estimated shipping costs will put you in the red, free shipping may not be the best option (even with the bump in orders). If this is the case, consider qualified or flat-rate shipping instead — more on both below.
📚 Recommended reading: Our list of shipping best practices for ecommerce businesses.
Offering a flat-rate shipping charge is one way to give customers a low-cost shipping option without absorbing the entire cost yourself.
Even if you can’t afford free shipping, charging one flat shipping cost for all orders on your site incentivizes larger orders. And, if you can keep the flat rate low, it can convince customers who just want to make a small order to convert.
Setting up flat rate shipping is quick and easy if you use Shopify: Here’s how to do it.
Most brands can’t support universally-free shipping. That’s why a qualified free shipping option based on factors like order size or location is such a good option.
The most straightforward way to offer qualified free shipping is to set a minimum order amount. But in terms of your bottom line, this minimum threshold needs to be high enough that you aren’t losing money on most transactions.
Here’s a formula for calculating your free shipping threshold:

Free shipping threshold = (Average shipping cost per order / gross profit margin percentage as a decimal) + average value of an order
Free shipping threshold = ($10 / .30) + $50
Free shipping threshold = $83.33
The result you get from this formula is the average amount at which free shipping won’t create a loss for you.
Now in some cases that figure will be too high to be all that relevant. “Free shipping on orders $350+” can make sense for some retailers, but not those with an average ticket of $50.
Fit Small Business gives additional formulas for calculating a minimum threshold that still operates at a loss.
Consider free shipping for returns
Customers hate paying for return shipping. If you can afford it, letting shoppers return an item for free is a great way to avoid driving them away. It also can create repeat business, low-effort experiences, and encourage loyalty.
Of course, free returns leave you vulnerable to expensive spammers and order spikes. So, tighten up your return policy and try to incentivize exchanges over returns to protect lost revenue.
Ecommerce is a wide field, and your business is competing for only a small slice of the market. Look for differentiators with lower cost pressures and high levels of impact that may be unique to your industry or market.
Free shipping isn’t the only thing that matters. Fast delivery also makes a difference in many industries and markets. Can you outmaneuver your competition by offering next-day shipping, even at a premium price? Perhaps your customers will be willing to pay for faster service if it isn’t available elsewhere.
Here are a few other areas you might explore in search of other ecommerce differentiators:
Similarly, you may not be able to prioritize free shipping until you figure out other logistics like inventory management, order management, order fulfillment, order tracking, and returns management.
If you’re ready to put together your free shipping strategy, use these tips to craft a program that’s enticing to online shoppers without destroying your bottom line.
According to research from the Baymard Institute, 48% of shoppers abandoned their cart because the extra costs were too high. People like the transparency of seeing one price without getting surprised by additional fees at checkout.
Speaking generally, most customers would prefer to pay $50 for an item that ships free than spend $45 on the same item, only to discover an additional $5 charge for shipping in their shopping carts. Even though you’re passing shipping costs onto the customer in other ways, you still give buyers the perception of lower costs overall.
Consider raising your prices to include shipping costs to limit surprises at checkout and increase transparency.
Offering free shipping when a customer reaches a minimum price threshold can be a powerful strategy for raising ticket value.
Customers will frequently add more items to reach that threshold, increasing average order value (AOV), overall revenue, and your business’s order volume as a whole.
To make it easy for customers to see how close they are to free shipping, add an app to your ecommerce store (like the Essential Free Shipping Bar for Shopify stores) that shows progress visually. For example, Gorgias customer OLIPOP makes it easy for folks to see how many more packs of soda they need to purchase to get free shipping.

This is also a great way to build upselling into your strategy. When customers are looking for additional items to meet the free shipping threshold, consider showing items that pair well at checkout. This automation is easy to add via the app store if you’re on Shopify, and you can see how OLIPOP sneaks in suggestions in the screenshot above.
If you’re going to offer completely free shipping, make sure you use it as a marketing tool and make it very clear to shoppers. For example, Woxer uses a banner at the top of its site to announce that it offers free shipping across the US no matter the order total.

A cohesive and realistic shipping strategy is highly valuable to any company that ships products to people because it is part of your brand image.
📚 Recommended reading: Our guide to creating an ecommerce shipping and fulfillment strategy.
In a survey conducted by Salesforce for CFO, more than half of survey respondents said that 40% of their revenue was made up of subscriptions.
A subscription format is powerful because it ensures repeat purchases and raises the overall lifetime value (LTV) of customers who opt in. If you choose to become part of the subscription economy, you could choose to offer free shipping on subscriber orders only. That way you limit the amount of free shipping you give, and further incentivize shoppers to sign up for a subscription.
Stores with wide product catalogs that include many low-dollar items may not be able to offer blanket free shipping. But, you can limit free shipping to certain high-dollar product categories, select items within those categories, people who live within a certain distance, or VIP customers.

Here are a few approaches you can use to limit free shipping:
Partnering with a third-party logistics company allows you to split inventory across multiple fulfillment centers throughout the nation. That means they’ll end up closer to customers’ homes, which reduces shipping costs because of location proximity, and means that you can offer faster shipping for less cost.
ShipBob is a great option for this, as they’re a trusted global fulfillment company.
Take care of your shoppers with the Gorgias + ShipBob integration. Sync shipping data with your helpdesk, reduce tab-shuffling, and help you improve customer experience during fulfillment.
Shipping fees are calculated based on item weight, size, speed, and distance to destination. And the size and weight of your packaging contribute to that cost. Cutting down on the dimensions of your packaging where possible and using lighter-weight mailers can lower the cost of each package.
📚Recommended reading: 8 Tips to Minimize Shipping Costs and Maintain Quick Delivery
There’s nothing quite as powerful as a ticking timer, whether it’s a 15% off coupon that’s only good for the next hour or a sale that only lasts for the weekend. Discounts are powerful, but free shipping can be just as enticing.
Consider adding free shipping promotions to existing promotional events such as holiday sales, store anniversary sales, Black Friday and Cyber Monday, and other seasonal events pertinent to your industry and market.
Time-limited holiday sales can be effective, but they also tend to be some of your busiest sales windows in any given year. If you could use some additional help with your logistics this upcoming Black Friday and Cyber Monday, check out our complete guide to BFCM logistics.
📚Recommended reading: The 12 Best Shipping Software Tools for Ecommerce Stores
Free shipping is often one key to a world-class customer experience in ecommerce. But whatever you choose to do with your shipping policies, you absolutely must pair it with world-class customer service and support. Customers will appreciate your free shipping, but they’ll love you (and show it through repeat business) when you outpace the competition in terms of customer service.
Gorgias is an all-in-one customer service and helpdesk platform built for ecommerce businesses like yours. It integrates with a variety of different apps, like LoyaltyLion, Attentive, and Klaviyo. We operate at the speed of ecommerce, empowering you to serve and scale like never before. We also offer support for logistics like free shipping and order management, largely thanks to our many ecommerce integrations.
Ready to see what Gorgias can do? Get started for free right now!

TL;DR:
BigCommerce's app ecosystem offers hundreds of tools to extend your store's functionality beyond its built-in features. The right apps help you automate repetitive tasks, improve customer experience, and drive more revenue. This guide covers the top BigCommerce apps across key categories including marketing, customer service, analytics, reviews, subscriptions, and site utilities. Each app includes pricing details, key features, and ideal use cases to help you make informed decisions. Whether you're looking to automate support, boost marketing performance, or optimize your analytics, there's an app that fits your needs.
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BigCommerce provides solid built-in functionality, but apps unlock capabilities that would take months to build in-house. Apps extend functionality by adding features like subscription billing, advanced analytics, or AI-powered chat that aren't native to the platform. They help you automate repetitive tasks like sending review requests, updating inventory across channels, or routing support tickets.
The best apps offer seamless integration with BigCommerce through native APIs, pulling in customer data, order history, and product catalogs automatically. This means your tools work together rather than in silos. Apps also provide customization options to match your brand and workflows without requiring developer resources.
Most importantly, apps provide scalability — they grow with your business. Here are the core benefits:
Marketing apps help you attract, engage, and convert shoppers into loyal customers. Data from 14,000 brands shows how automation tools turn customer conversations into sales opportunities, demonstrating how the right apps drive measurable revenue. Here are the top marketing apps for BigCommerce stores.
Klaviyo is a top marketing automation app for ecommerce stores. It offers features to help you optimize your email marketing campaigns and SMS marketing flows.
Klaviyo's marketing platform is built specifically for ecommerce. Its advanced segmentation lets you target customers based on purchase history, browsing behavior, and predicted lifetime value. The platform's predictive analytics help you identify customers at risk of churning or ready to make their next purchase.
Klaviyo's integration with BigCommerce pulls in real-time customer data, enabling highly personalized campaigns that drive conversions. You can automatically trigger emails based on cart abandonment, price drops, or back-in-stock notifications. We prefer Klaviyo over its competitor, Mailchimp, because of Klaviyo's superior SMS offerings and better segmentation features.
Main features:
Ideal for:
Klaviyo is free for up to 250 contacts, and paid plans start at $20/month.
Are you a Gorgias user? See how Klaviyo integrates with Gorgias.
Privy is a conversion optimization platform that helps you capture leads and reduce cart abandonment through targeted popups and email campaigns. The platform excels at exit-intent technology, displaying offers at the exact moment a shopper is about to leave your site. Privy's drag-and-drop editor makes it easy to create on-brand popups without any coding knowledge.
The platform includes gamification features like spin-to-win popups that increase engagement and email list growth. Privy's email marketing capabilities let you follow up with captured leads through automated welcome series and cart abandonment campaigns. Built-in A/B testing helps you optimize popup performance over time.
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Pricing:
Justuno is a conversion optimization platform with advanced targeting and personalization capabilities. Unlike basic popup tools, Justuno lets you create sophisticated targeting rules based on visitor behavior, traffic source, geolocation, and more. The platform's product recommendation engine suggests relevant items based on browsing history and cart contents.
Justuno's analytics dashboard provides detailed insights into popup performance, conversion rates, and revenue attribution. You can run multiple campaigns simultaneously with different targeting rules for different customer segments. The platform's exit-intent technology captures abandoning visitors with personalized offers before they leave.
Main features:
Ideal for:
The Essential plan is $25/month, and the Justuno Plus plan starts at $399/month.
Customer service apps help you support shoppers across email, chat, social media, SMS, and more. According to data from Microsoft, 90% of Americans consider customer service an important factor when deciding which companies to do business with. The right helpdesk can turn support into a revenue channel by empowering agents to upsell and recommend products. Here are the top customer service apps for BigCommerce stores.
Gorgias is a powerful customer experience solution (also called a helpdesk) built specifically for ecommerce brands. Unlike generic helpdesks, Gorgias understands ecommerce workflows and integrates deeply with BigCommerce to pull in customer data, order history, and product catalogs. This means your support agents can see everything they need in one place without switching between tools.
Gorgias's AI Agent automates up to 60% of repetitive support inquiries, handling questions about order status, returns, and product information automatically. When complex issues require human attention, agents use Macros (templated responses with variables) to respond faster while maintaining personalization. The platform's Self-service capabilities let customers help themselves through a Help Center and automated flows.
Since Gorgias was purpose-built for ecommerce businesses, we're proud of how deeply it integrates with BigCommerce. You can see customer information pulled directly from BigCommerce, including past orders. You can also control order management from within Gorgias, processing refunds, cancellations, and much more without leaving Gorgias.
Gorgias also integrates with most of the tools on this list for a more unified customer experience hub. Check out our App Store to see if your favorite apps integrate.
Main features:
Ideal for:
Gorgias offers custom pricing based on ticket volume and includes a 7-day free trial.
To see for yourself how Gorgias can optimize your customer support process, be sure to book a demo today.
LiveChat is a real-time customer support platform that helps you engage shoppers at the moment they need help. The platform's chat widget loads quickly and doesn't slow down your site, making it ideal for high-traffic stores. LiveChat's mobile app lets your team manage conversations on the go, ensuring you never miss an opportunity to help a customer.
The platform includes canned responses and chat tags to help agents work more efficiently. You can route chats to the most qualified agent based on skills, availability, or customer history. Chat transcripts and archives make it easy to review past conversations and identify training opportunities.
Main features:
Ideal for:
Pricing starts at $16/month per agent.
Tidio offers live chat and chatbot capabilities for your BigCommerce store. Its AI-powered chatbots automate support conversations and handle chat requests around the clock.
Tidio's visitor tracking shows you who's browsing your site in real time, letting you proactively reach out to high-intent shoppers. The platform integrates with email marketing tools to capture leads and nurture them through automated sequences. Live visitor lists help you prioritize the most valuable conversations.
Main features:
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Related reading: Our list of the best live chat apps for BigCommerce.
Analytics apps help you understand customer behavior and make data-driven decisions about your store. According to data from Intergrowth, 70% of online marketers say that good SEO is more effective at generating sales than PPC ads. Track everything from traffic sources to product profitability with these analytics tools. Here are the top analytics apps for BigCommerce stores.
Google Analytics is the industry-standard web analytics platform that every BigCommerce store should use. The platform tracks visitor behavior, traffic sources, and conversion paths at no cost. Google Analytics' ecommerce tracking shows which products drive the most revenue. It also reveals which campaigns generate the highest ROI and where customers drop off in the checkout process.
The platform integrates seamlessly with Google Ads and Search Console, giving you a complete view of your paid and organic traffic performance. Custom reporting lets you create dashboards focused on the metrics that matter most to your business. Enhanced ecommerce tracking provides detailed insights into product performance, shopping behavior, and checkout abandonment.
Main features:
Ideal for:
Google Analytics is free.
Lucky Orange is a heatmap and session recording tool that shows you exactly how visitors interact with your store. Watch session recordings to see where customers get confused, stuck, or frustrated. Heatmaps reveal which elements get the most attention and which get ignored.
The platform's conversion funnels help you identify exactly where customers drop off during checkout. Form analytics show which fields cause friction in your checkout process. Lucky Orange's live chat feature lets you proactively engage visitors who show signs of confusion or hesitation.
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Pricing:
OrderMetrics is a profit analytics platform built specifically for ecommerce sellers. Unlike Google Analytics which focuses on traffic, OrderMetrics shows actual profitability. It does this by factoring in product costs, shipping expenses, and marketing spend.
OrderMetrics' marketing ROI analysis shows which campaigns actually drive profitable sales, not just revenue. Cohort analysis reveals customer lifetime value and helps you optimize retention strategies. The platform's shipping cost optimization identifies opportunities to reduce fulfillment expenses.
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Review apps help you collect and display customer feedback that builds trust and increases conversions. We've written about how ecommerce product reviews instill confidence in your site's visitors. They also nudge potential customers to make a purchase. Social proof is essential for ecommerce success. Here are the top review apps for BigCommerce stores.
Yotpo helps you generate and manage product and site reviews. It also handles other forms of social proof like testimonials and user-generated content (UGC). The platform's automated review collection sends perfectly timed email and SMS requests after purchase, maximizing response rates. AI-powered review prompts help customers write more detailed, helpful reviews.
Yotpo's schema markup ensures your star ratings appear in Google search results, improving click-through rates from organic search. The platform syndicates reviews to Google, Facebook, and other channels automatically. Photo and video reviews provide richer social proof than text alone. Yotpo is the best tool for managing that process, thanks to the automation features for collecting and displaying reviews on your site.
Main features:
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Pricing:
Are you a Gorgias user? See how Yotpo integrates with Gorgias.
Fera is a review and social proof app that helps you consolidate reviews from multiple sources into one platform. Import existing reviews from Google, Facebook, Amazon, and other platforms to build social proof quickly. The platform's customizable widgets let you display reviews in ways that match your brand aesthetic.
Fera's social proof notifications show recent purchases, reviews, and other customer actions in real time, creating urgency and trust. Photo and video reviews give shoppers a realistic view of your products. Automated review requests are sent at optimal times to maximize response rates.
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Subscription apps help you build recurring revenue streams by offering products on a subscription basis. Subscription models improve customer lifetime value and create predictable cash flow. Here are the top subscription apps for BigCommerce stores.
Recharge is an app that allows BigCommerce store owners to sell subscription-based products or services. The platform's self-serve customer portal lets subscribers manage their own subscriptions, reducing the burden on your support team. Customers can pause, skip, or modify subscriptions without contacting support.
Main features:
Ideal for:
Recharge provides subscription payment options at checkout. It also makes it easy for customers to manage their subscriptions through SMS or a pre-built customer portal.
Pricing:
Recharge offers custom pricing based on subscription volume.
Are you a Gorgias user? See how Recharge integrates with Gorgias.
PayWhirl is a subscription and recurring payment solution designed for BigCommerce merchants. The platform handles recurring billing, pre-orders, and payment plans with ease. PayWhirl's pre-designed customer portal gives subscribers control over their subscriptions without requiring custom development.
The platform's automated billing handles failed payments automatically, retrying with smart logic to maximize successful charges. Customizable subscription widgets match your store's design and brand. Reporting tools provide insights into subscription performance, churn rates, and revenue trends.
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Site utility apps handle essential behind-the-scenes tasks like backups, translations, and mobile optimization. These tools protect your store and expand your capabilities. Here are the top site utilities for BigCommerce stores.
Rewind Backups is an automated backup solution that protects your BigCommerce store from data loss. The platform creates daily backups of your entire store, including products, images, inventory, settings, themes, and orders. Cloud storage keeps your backups secure and accessible from anywhere.
One-click recovery lets you restore your store quickly if something goes wrong. Version history tracks changes over time, making it easy to identify when problems started. Rewind's automatic backups run in the background without any manual effort, giving you peace of mind that your data is protected.
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Weglot Translate is a website translation solution that helps you sell internationally without rebuilding your store for each language. The platform automatically translates your entire store, including product descriptions, checkout pages, and navigation. Machine translation provides a solid foundation that you can refine with manual edits.
Weglot's visual editor lets you customize translations to ensure they sound natural and on-brand. SEO-friendly translated URLs help you rank in international search results. The platform handles right-to-left languages and supports over 100 languages, making global expansion accessible for any store.
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Unbound Commerce helps you create custom mobile apps for your BigCommerce store. With mobile commerce growing every year, a dedicated app gives you direct access to customers through push notifications and app-based shopping. Unbound builds native iOS and Android apps that integrate with your BigCommerce store through APIs.
The platform's dashboard lets you manage app content, send push notifications, and track mobile commerce performance. Push messaging reaches customers directly on their phones, driving higher engagement than email. Mobile-optimized shopping experiences load faster and convert better than mobile web browsers.
Main features:
Ideal for:
Unbound Commerce offers custom pricing, which is not listed on its website.
Choosing the right BigCommerce apps starts with identifying your store's specific needs and pain points. Are you struggling with cart abandonment? Look for marketing and conversion optimization tools. Is customer support overwhelming your team? Focus on helpdesk and automation apps. Be honest about where you need the most help before browsing the BigCommerce App Store.
Check app reviews and ratings in the BigCommerce App Store to see what real users think. Pay attention to recent reviews, not just overall ratings, since apps change over time. Look for patterns in complaints or praise. Compare pricing carefully and ensure it fits your budget, factoring in any transaction fees or usage-based charges as you scale.
Most quality apps offer free trials, so test before committing. Install the app in your store and use it with real customer data to see how it performs. Finally, verify integration compatibility with your existing tools. The best app ecosystems work together seamlessly, so choose apps that connect with your email marketing platform, analytics tools, and other critical systems.
Here's a quick checklist for evaluating BigCommerce apps:
1) Identify your store's specific needs and pain points. 2) Check app reviews and ratings in the BigCommerce App Store. 3) Compare pricing and ensure it fits your budget. 4) Test apps with free trials before committing. 5) Verify integration compatibility with your existing tools.
The right BigCommerce apps transform your store from a basic online shop into a sophisticated ecommerce machine. Apps help you automate repetitive tasks, freeing up time to focus on growth and strategy. They improve the customer experience by adding features like live chat, personalized recommendations, and self-service portals. Most importantly, the best apps drive revenue by optimizing conversions, reducing churn, and turning support into sales opportunities.
Start with the essentials: analytics to understand your performance, customer service to support your shoppers, and marketing tools to drive growth. Add specialized apps as your needs evolve and your business scales. Don't try to implement everything at once — focus on solving your biggest problems first, then expand your app stack over time.
Ready to transform your BigCommerce customer service into a revenue channel? Book a demo to see how Gorgias can help. You can automate support, increase sales, and deliver a customer experience that builds loyalty.
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When you say the word “growth,” most brand leaders think of customer acquisition, paid ads, or the newest marketing trend — probably something about TikTok influencers. And while acquiring customers is important, we know that truly sustainable growth comes from loyal customers, organic referrals, reviews, and repeat buyers — all of which stem from your customer experience. And at the core of that customer experience is your customer service team.
Your customer service agents spend more time interacting with customers than any other department, including marketing and sales. They manage VIP customers, repair at-risk relationships, and have the opportunity to chat with customers at make-or-break moments (like right before a sale). In other words, your brand’s growth hinges on the quality of your customer service team.
We can’t offer any algorithms or magical software to find and hire talented agents. Hiring takes time, experience, and a strategic approach. That last part — a strategic approach to hiring — is what I’m here to provide.
At HelpFlow.com, we run 24/7 live chat and customer service teams for over 100 brands. We’ve hired hundreds of customer service agents successfully and built scalable, robust customer service operations that provide great customer experiences and drive growth for brands we work with.
In this post, I’ll walk through the framework we use step-by-step. My goal is to help you or your hiring managers simplify your customer service hiring process, find high-impact customer service professionals, and transform your brand’s customer service from a frustrating cost center to a seamless and scalable revenue driver.
But first, what’s really at stake here?
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If you are like most ecommerce brands, you hire customer service reps when your team needs additional support to keep up with tickets. This purely reactive approach means your support team will always be buried in tickets or onboarding new team members. The constant scramble means they’ll never have the bandwidth to think strategically, improve processes, or work on higher-impact initiatives to help the business.
Here’s the snowball effect we often see. First, your agents become overworked with an ever-growing number of tickets to process each day. This endless sprint to keep up contributes to extremely high turnover in the customer service industry. According to Harvard Business Review, CS reps typically last a job for about a year.

As agents start to burn out and fall behind, customer service experience quality suffers. Customers feel frustrated with slow response times and often disappointed with incomplete or ineffective solutions from junior agents hired just a few months before. A downtrend in customer satisfaction is common with brands as they start to scale.
Eventually, a poorly run customer service operation starts to have a direct effect on sales. First-time shoppers give low NPS scores and never develop brand loyalty. Customer complaints start to appear, scaring off potential customers, and referrals dry up.
As the quality of service goes down, the cost of customer service goes up because you have to spend more time hiring and training customer service representatives that won’t be productive for weeks, if not months. Replacing an employee typically costs 1.5-2x their annual salary when you factor in all the costs, according to Gallup.
The business sees these poor results and high costs, and refuses to invest in the department, which leaves them even more under-resourced. The cycle continues.
A great customer service team (that’s not over-worked and under-resourced) will stop this vicious cycle. But beyond answering customer inquiries and managing ticket load, they’ll systematically improve your brand’s customer experience and, by extension, growth engine.
An excellent customer service team will create replace the vicious cycle with a positive one by:

Ready to learn how to fill your customer service positions with agents who will make an impact? Let’s get into it. Here’s our 6-step framework to hire the best customer service teams around.
The first step to hiring great customer service reps is to shift from a reactive hiring process to a proactive one. When you hire reactively, you tend to rush hiring and training to get a body in a seat processing tickets as quickly as possible. Of course, this leads to low-quality interactions and dings to brand perception. By proactively forecasting customer service needs, you’ll have time to run a more thorough hiring process to find and hire the ideal candidate.
Here is a quick overview of how to forecast customer service volume:

Forecasting will help you predict your future needs and shift to a more proactive approach. Remember to give yourself enough time to conduct a thorough hiring process and onboarding program. If you anticipate needing two new agents in Q4, start collecting applications by early Q3.
Forecasting is just one strategy to understand when you should hire. Here are a few additional signals that could mean your team is understaffed:
You may find that you need additional support, but you may not need to hire people full-time to solve the problem. You may be able to support your core team with other solutions such as:
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That said, you may conclude that you need to hire new agents. Here’s how to do it well.
Before you start your search, I recommend taking some time to understand your hiring needs and describe your ideal candidate.
First, take stock of:
Once that’s done, you’ll be better prepared to understand:

A target persona is a tool we developed to build clarity around your jobs to be done, the skills needed to accomplish those jobs, the type of person who would succeed in this role, and how you’ll measure that person’s success.
The value is similar to an ideal customer profile (ICP) for sales and marketing. By defining the core qualities you need ahead of time, you can create a sharper job description, distribute the job posting in more targeted channels, and decrease the time it takes to find the right person.

Below are the key sections to include in a target hire persona:
Mission:
Outcomes:
Competencies:
Culture fit:
We put together a full customer service agent target hire persona example that you can access and modify for your own needs. Consider revising the mission and outcomes slightly to match your needs, and adjust the target experience for your specific company.
Have questions? Feel free to reach out!
Once you have a target hire persona completed, it’s time to start marketing- yes, I said marketing, just like how you grow your business.
Typically, when someone is hiring they simply put together a job description, post it on a few job boards, and work with the applicants that come in. This is especially true for customer service hires, which are unfortunately seen as low-value.
This approach leads to a small number of low-quality applicants. The kinds of A-players you’re looking for aren’t scouring job boards and responding to basic job postings — they’re likely crushing it at their current role.
Here’s how to create and distribute a job posting that reaches the right people and convinces them to apply:
Remember, hiring is a two-way street. You have to impress the candidate just as much as they have to impress you. Don’t just publish a list of duties and requirements on a job posting website with an application link. Instead, sell the role (and the company) by using parts of the target hire persona above:

Clearly explain the company’s current position, mission, and goals. Share a bit of the journey you’ve been on so far and the successes you’ve had. The right candidate will be excited about your particular growth stage and the opportunity to help you with the next leg of the journey.
Also, dedicate some space to selling your team and unique company culture. This doesn’t need to be all rainbows and unicorns: great candidates know building a great company takes hard work. But they should be able to get an understanding of your company’s unique values, priorities, and ways of working. Describe and share examples about how your teams collaborate, the level of autonomy, accountability, coaching, and support they can expect, and the general vibe of a day-in-the-life of your team.
Finally, paint a very clear picture of what success looks like by sharing the outcomes and target metrics. This will ensure the applicants understand what you want to accomplish before your first conversation. Clear success metrics will also attract goal-driven people with an “I can do that” attitude.
This may seem like a lot of work, but you’ll save time by getting higher-quality candidates quickly, and in the long run, having to rehire due to rushing into a bad hire.
An enticing job description gets you halfway to an inbox full of strong applications. Now, you have to get that job description seen by a lot of high-quality candidates.
Remember, great team members don’t typically spend their days scouring job boards to find a new job. You need to catch their attention in other ways to spark their interest in jumping ship and joining your brand.

Here are multiple ways to drive a lot of great applicants for your role:
Publish on multiple job boards. For example, if you are working with a remote team, consider publishing on WeWorkRemotely or Remote.co. If you are hiring locally, leverage a few different job boards such as Indeed.com or ZipRecruiter.com to get the best coverage. LinkedIn is also a good option for both local and remote hires. If possible, make the extra investment to make a premium or boosted posting. And, especially if you are in a challenging niche, consider specialized job boards and communities. The Support Driven Slack community, for example, has a job board for ecommerce community service positions.
Another best practice is to share the role with your network. Send a few messages to peers who may know someone fit for the role and publish the posting on your social media. Also, encourage your team to do the same — they’ll be working with this new hire, after all. Again, don’t just copy/paste the link. Sell the role to attract the best candidates.
Finally, involve your customers in the recruitment process. One of your customers may want the job or know someone else who could be a good fit. Customers who love and use your products have a great head start: they’re familiar with your brand, your shopping experience, and the benefits of your products. And since customer service skills can be transferred from many other types of roles, your customer base may have more qualified candidates than you expect.
A great job description effectively shared means you’ll have a steady stream of applicants. You might feel overwhelmed with the workload of screening applicants to find the right hire. And rightfully so: Applicant screening can turn into a lot of work if you do it with typical in-depth reviews of each applicant and blocking out time for interviews.
Interviews are important, and we’ll explain how to hold a customer service interview below (including interview questions to use). But first, here’s how to effectively screen the large number of applicants you’ll receive to find the best possible hires.
Screening starts by gauging how well applicants read through the details of the job posting. If they’re not willing to spend the time reading and following the instructions on the job posting, odds are they won’t be detail-oriented in the role.
By asking a simple question or making a request deep within the content of the job posting, you can quickly screen whether applicants read it. For example, you can ask applicants to start their cover letter with, “ready to rock!’“ This way, you can skip over anyone that didn’t catch and follow the instruction.
At HelpFlow.com, we skip take-home assignments because our hiring process is so thorough. However, since customer support agents spend most of their days writing, you may choose to request a short writing sample at this stage.
If you opt to include this step, consider keeping the writing sample very short — something applicants can complete in 10-15 minutes. However, be aware that more up-front work from your candidates means:
Send them a common customer question or one of your most common customer problems. Give them resources like a knowledge base article and your policies so they have all the necessary information. At this stage, you’re looking for their ability to communicate clearly and empathetically.
Rather than jumping straight to an interview, send a brief questionnaire to the applicant so they can tell you more about their experience in a short video message. There are tools such as Spark Hire that make this easy. But a simple list of questions and instructions to send a response using a screencast tool like Loom is just as easy.
For the questionnaire, you should ask open-ended questions to get a sense of how their experience and capabilities fit your needs. You might also choose to include a fun, get-to-know-you question to get a better sense of their personality.
Asking why they think they are the best fit for the role is a good starting point, as it gives them the ability to provide more context than they typically would in a text response. Also, this gives you the ability to compare their experience to the target hire persona. The way someone answers this question typically makes clear if they’re a fit at a high level.
Consider asking questions like:
In their video response, you’ll see their communication skills, confidence, and personality — without having to schedule dozens or hundreds of 30-minute meetings.
Interviews can be time-consuming. They take time to schedule and conduct, especially if you put too many people through the entire interview process. Multiple rounds of screening ensure you only invest time in the most promising candidates.
Ideally, your job posting results in hundreds of applicants. Your first screening (described above) gets you down to about a dozen, max. The first interview we’re about to describe gets you down to the single digits — about four or five. Then, you’ll only have to deeply interview those four or five candidates to find your new hire(s).

This first interview is a brief (20- or 30-minute) phone call to learn more about each applicant's skill set, goals, and mindset. Skills aren’t the only prerequisite for success: True rock stars have a growth mindset and will look at this opportunity as the next step in a passionate career.
At the beginning of this interview, we like to build up the candidate’s confidence by saying something like, “We had ### applicants and you’ve made it this far, so you’re definitely a strong person for this role. We’re confident you’ll be successful regardless of whether you work for us or get scooped up by someone else.”
Then, you’re ready to start asking questions.
These questions should feel familiar, and that’s because they should roughly align with the mission and outcomes you chose in the target hire persona. Of course, candidates didn’t read that document so it’s unfair to expect perfect alignment. But they will help you understand which applicants are the best fit for your needs.
For example, if your target hire persona was a systems thinker who can help with problem-solving and organization across your team, you might look for answers about strong processes and great teamwork. Alternatively, if you’re looking for a brilliant customer-facing agent, you might seek answers related to empathy and customer advocacy.
Also, a lack of clear, focused goals at this stage is a red flag. If someone answers vaguely or responds with a variation of “I just want a good customer service job and your company seems great,” then they’re not going to be a rock star on your team.
Skills are a difficult thing to discuss. If the candidate prepared well, they’ll likely know what skills you need for the role based on the job posting and find ways to weave those skills into their answers. They may also have completed courses or customer service certifications that indicate what they can do, but it's important to go beyond that and get a sense of real-world applications of these skills.We like to ask a series of questions that force candidates to reflect on their skills in a slightly different way. Here’s how we get there:
Again, you’re looking for clear answers and alignment with your target hire persona.
Second, gauge which parts of the job they’re least skilled and excited about. Here’s how we might get at this answer:
To make this question a bit less intimidating, we usually share an example. We’ve often used the example, “I’m able to whip up some graphic designs for our website and they look pretty good. But graphic design is something I just hate doing. It’s a tedious process and I would rather have a marketing person handle that if at all possible, so I can focus on my strengths.”
This question allows the candidate to essentially complain about select aspects of the role. You’re not looking to trick someone into disqualifying themselves from the running. However, you are trying to avoid a situation in which you hire someone to spend all week doing something they’d rather avoid.
Once they answer, consider asking follow-up questions to get more examples and context.
These questions are quick and help you understand whether their previous answers were honest and self-aware.
Ask them for the name of two previous bosses and two previous colleagues. Explain that you won’t reach out to those people yet, but might if you extend an offer.
Once they give you names, ask how each person would rate them on a scale of 1-10 — insist on a single number for each. You’re looking for lots of 8s and 9s. If you see a trend of 7 or lower, that could indicate this person has — and may have oversold themselves when discussing their skillset earlier in the interview. Also, 10s across the board show a lack of self-awareness and growth mindset.
By the end of this interview, you’ll have a solid understanding of whether each candidate’s skills and mindset fit your needs. Move the best candidates onto the final interview, thank the rest for their time, and invite them to re-apply for future roles — after all, each role should have a specific target hire persona, and they might just fit your next opening a bit better. To thank them for their time, you can also refer them to anyone else in your network that’s hiring.

Each candidate that makes it to this final interview should be a pretty great fit for the role. Some companies might go straight to a job offer at this stage, but the risk of bringing on the wrong new hire still exists.
The deep-dive interview will last two hours. Two hours might seem like a big investment. But two hours is nothing compared to investing two or three months into a candidate before realizing you need to start the hiring process over because they’re not a great fit.
A deep-dive interview gives you a crystal-clear understanding of each candidate’s entire career history, their ability to communicate clearly and effectively in a long-format meeting, and their personality. After this conversation, you’ll have zero doubts about which candidate is your rock star.
Here’s how the deep-dive interview works.
When you invite the candidate to this meeting, be clear about:
If you give the candidate some context behind such a long meeting, they can approach the interview with more preparation and less anxious energy.
As far as the list of attendees, you can make a decision based on your team’s makeup and availability. If possible, we recommend inviting the hiring manager, a senior manager, and a peer to introduce the interviewee to the team they’ll work with (and vice versa). However, you can also run the interview solo if that works better for your team.

Once you assemble the panel and schedule the interview, the long-form interview itself is quite straightforward and formulaic. Here’s what it looks like:
Start from the beginning of the candidate’s resume and discuss each and every full-time role in their job history. For early parts of their career (or jobs that are not related to your open role) you can move quickly through these questions. But it is important to discuss each role.
By digging into every single part of the candidate’s career with a standard set of questions, you will get a clear overview of how they’ve performed and what makes them tick.
What makes this interview process effective and simple is that you ask the same questions for each role. This gives the interview a conversational flow that produces powerful insights. Here are the questions:
Together, these answers give you a good idea of their specific experience in customer service roles, their experience with handling a helpdesk and the challenges of customer service, and some insight into their soft skills that a shorter interview could never provide.
Many companies will assign a test assignment this late in the process to do a final check on the skillset and quality of candidates. We don’t recommend a test assignment — especially at this point — because assignments are too simple to game and sometimes give candidates a bad impression of your company because you asked them to do “free work.”
If you want to use an assignment, keep it short and earlier in the process. But at this point in the process, the deep-dive interview will give you much richer information. Specifically, it helps you understand what the candidate will actually be like on your team before you invest in onboarding and two or three months of work.
Most people treat reference checks as a way to make sure the candidate told the truth on their resume and during the hiring process. That can be part of the process, but the greater value of reference checks is to get even deeper context into the candidate’s skills and work style.

Here’s how to approach reference calls:
Each call takes fewer than 10 minutes but gives you valuable insight into the highs and lows of working with this person. Again, similar to the deep-dive interview, you’re looking for patterns across reference calls more than any single answer. If the candidate’s answers line up with the answers you get during the reference checks, the candidate has high self-awareness and emotional intelligence — both important qualities in customer service.
By the time you go through the entire process with multiple candidates, you’ll be certain about the best fit(s) for your open role(s). And once you’ve run this interview process a few times, it will become much more efficient and much less daunting.
As we mentioned earlier in this guide, hiring is a two-way street. You have to win a candidate over just as much as they have to win you over. Once you choose a candidate, here’s how to give yourself the best chance for an accepted offer and a successful start.

If all went well, the candidate should be thrilled that you offer them the job. However, they may be considering other offers and it never hurts to demonstrate that you’re a thoughtful employer that’s genuinely excited about working with them.
First, consider giving them a call before sending the offer letter. Most candidates will appreciate hearing the enthusiasm in your voice and getting the news directly from the hiring manager, who they spent the entire process getting to know. Plus, you have the opportunity to get a verbal yes.
When you send the letter, give them a sign-by date. This gives them some parameters, adds a bit of urgency to the decision, and helps you develop a contingency plan with other top candidates in case your top choice declines the offer.
Last, consider asking everyone involved in the interview process to send a personal note to the candidate, especially if the candidate is on the fence. The candidate will end up working with these people, so an authentic and personalized note expressing excitement could make the difference between an acceptance and a declined offer.
Throughout the interview process, you should clarify when the candidates hope to start. Once you make the offer, don’t be afraid to encourage them to take a week or two off before starting the new job — they’ll appreciate the time off, plus it’s a signal that your company takes preventative measures against employee burnout. And if you’ve moved away from reactive hiring, this shouldn’t be too big of a hassle for your team.
Last, if you’re hiring multiple agents, work to start them on the same day. This way, you can onboard in cohorts, giving each new hire a buddy for support and companionship. Plus, you’ll save time by giving each training session once instead of multiple times for each hire.
The hiring process isn’t about filling seats, it’s about building a team that strengthens morale, tackles challenges, and ultimately drives your brand forward. While it’s definitely possible to hire agents more quickly, quicker isn’t always better. A single bad experience with a customer service agent can cost you customers and damage brand equity. A team of bad hires can kill the future of your entire company.
If you rush the hiring process, problems during onboarding, new-hire retention plummets, and the top talent you had before these bad hires start to leave. It’s better to invest time upfront to ensure you only hire A-player team members.
Want help scaling your customer support team with agents who can provide an amazing customer experience and work with larger company goals in mind? HelpFlow runs customer service teams for over 100 brands and can help you level up your customer service operation. Check out our Gorgias Premier Partner profile and contact us today to learn more.
And if you’re struggling to streamline the workflow of your team and turn customer service into a profit center, check out Gorgias — the customer service platform built for ecommerce. Sign up for a free trial today.

According to data from Kepios, there are a total of 4.62 billion social media users in the world as of January 2022 — accounting for well over half of the earth's population. In other words, if you want to go where your customers are as a Shopify store owner, social media platforms are mission-critical.
Social media may be a great opportunity but it isn't exactly low-hanging fruit. Social media is complex and time-consuming. Even seasoned digital marketing professionals can get bogged down by tedious tasks, low-return initiatives, and frustrating obstacles when it comes to marketing products to potential customers on social media.
The good news is that utilizing the right Shopify social media apps can go a long way toward making your social media marketing campaigns more efficient and effective. To help you choose the ideal apps for your social media marketing and social media customer service needs, let's take a look at the 10 most powerful social media apps currently available on the Shopify app store.
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With Outfy, store owners are able to automate much of the work that goes into managing social media profiles by curating, scheduling, and publishing posts automatically. In addition to its convenient automation features, Outfy also enables you to easily create high-quality collages, videos, and GIFs to promote your products and boost brand awareness on social media.
Shopify rating ⭐4.8 (1214)
Price: From $15/month
Related: Our guide to customer service automation — set repeatable, low-impact tasks to autopilot.
According to data from Microsoft, 90% of Americans use customer service as a factor in deciding whether or not to do business with a company. With Chatdesk, you are able to outsource your customer support responsibilities to a team of hand-chosen customer support agents who are already fans of your brand. In addition to providing 24/7 live chat and email support, Chatdesk customer support agents also respond to all social media comments, mentions, and direct messages in real-time.
Shopify rating ⭐5.0 (14)
Price: Free plan available
For Gorgias customers, learn more about our Chatdesk integration here.
Facebook Messenger Marketing is a Shopify app by ShopMessage that allows you to create automated Facebook Messenger marketing flows. These flows are triggered based on a wide range of customer actions, such as cart abandonment and first-time purchases from new customers. This app also offers customizable opt-in popups designed to help you grow your Facebook Messenger subscriber list and shareable links that will direct to a FB Messenger marketing flow when clicked.
Shopify rating ⭐4.3 (129)
Price: $9/month
For Gorgias customers, learn more about our ShopMessage integration here.
According to data from DemandGen, interactive content elicits twice as much engagement as static content. Interactive content such as surveys and quizzes in particular can be especially useful for providing ecommerce store owners with zero-party data on their customers.
With Octane AI, you can create customizable surveys for your Shopify store, which you can use to learn what your customers like and dislike about their experience with your brand and products. Octane AI also gives you the ability to create customizable quizzes that you can use to provide customers with targeted product information and recommend new products. Best of all, quizzes and surveys created using Octane AI are easily shareable across all social platforms.
Shopify rating ⭐4.8 (200)
Price: From $50/month
For Gorgias customers, learn more about our Octane AI integration here.
Recart is an SMS, email, and FB Messenger marketing tool that lets you create popup opt-ins for growing your email list. It also offers a variety of automated flows and templates that you can use to make your FB Messenger marketing strategy more efficient. Additionally, Recart provides built-in SMS stats and a real-time dashboard for you to track your campaigns.

Source: Recart
Shopify rating ⭐4.8 (5506)
Price: Free plan available
For Gorgias customers, learn more about our Recart integration here.
Zotabox is a platform that offers over 20 different useful sales tools, including customizable banners, countdown timers, social sharing buttons, customizable forms, and push notifications. Whatever you might need to make your social media marketing efforts a success, there's a high likelihood that you'll find what you're looking for on Zotabox.
Shopify rating ⭐4.8 (469)
Price: From $12.99/month
Related: How to transform live chat into your a top sales tool.
Instafeed is an app that displays your Instagram feed on your website. Instafeed also enables you to tag products in your Instagram posts in order to create a shoppable Instagram feed.
Shopify rating ⭐4.9 (1183)
Price: Free plan available
Related: Our guide to Instagram for customer service.
Facebook Channel is an app by Shopify that automatically syncs products from your store to your Facebook account, making it easy to sell and promote products on Facebook. Facebook Channel also allows you to easily create a variety of Facebook Ads campaigns, including audience-building campaigns and dynamic retargeting campaigns.
Shopify rating ⭐3.5 (3785)
Price: Free to install, additional charges apply
Related: Our guide to Facebook Messenger for customer service.
With Minta Technology, Shopify store owners can construct professional social videos and design image posts using a variety of attractive pre-built templates. Minta Technology also gives you the option to schedule social media posts for automatic publishing.
Shopify rating ⭐4.8 (520)
Price: Free plan available
Related: Our guide to product photography to set customer expectations and boost sales.
Gorgias is an all-in-one customer service helpdesk platform for Shopify stores. Gorgias offers a range of features designed to help you improve your online store’s quality of customer support, while simultaneously reducing your customer support team's workload.
But what makes Gorgias such an excellent social media Shopify app is the fact that Gorgias integrates with Facebook, Instagram, and WhatsApp. This allows your customer support agents to respond to messages and mentions across all social media channels from a single, user-friendly dashboard.
Shopify rating ⭐4.4 (533)
Price: From $10/month
Using Shopify Inbox? Compare Gorgias vs. Shopify Inbox.
Related: The best customer service software on the market.
Choosing the right social media apps for your ecommerce tech stack can provide you with a number of powerful capabilities, from the ability to automatically publish posts across numerous social networks to the ability to turn your social media profiles into convenient customer support channels.
At Gorgias, we are committed to helping our clients make the most of their chosen social media apps by ensuring that Gorgias is capable of integrating with a variety of popular Shopify apps, including Recart, Octane AI, ShopMessage, ChatDesk, and beyond. To learn more about Gorgias's powerful integrations, be sure to check out our social media app integration page.
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Some customers will arrive on your website, place an order, and move on with their lives. But ideally, given the outsize returns of returning customers, your shoppers also have the option of joining a strong community where they can:
Thanks to these customer engagement tactics, a community can lead to better word-of-mouth marketing, referrals, and repeat purchases. According to Gorgias research of over 10,000 ecommerce brands, community building can boost a brand’s revenue by an estimated 6%.
In this article, we’ll take a deep dive into all things customer community management: what it entails, the benefits of community marketing at your company, steps you can follow to create a community management strategy, and tips and tricks to use once you’re in the thick of community management.
Customer community management is the ongoing process of building and maintaining an authentic social network among your customers, staff members, and partners. You can host communities in various places: your brand's social media channels, dedicated online forums, or in person at networking events or brand get-togethers.
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Two examples of great community management from ecommerce brands include 310 Nutrition and Kitsch.
310 Nutrition sells meal replacement shakes and has a significant member base through their private 310 Nutrition Community Facebook group. There are over 400,000 members that engage in discussions related to the brand but also discuss nutrition and weight loss. It’s a place for like-minded individuals who share a similar goal of becoming healthier:
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Beauty accessory and hair care brand Kitsch utilizes a slightly different community management strategy through TikTok. Kitsch has over 45,000 followers on TikTok and focuses on educating about their products, debuting new products, and running giveaways for their loyal fans. The brand does a great job at keeping its TikTok videos authentic and educational, rather than feeling like a salesroom floor:
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In addition to boosting revenue, a community management strategy can increase customer engagement and happiness, serve as an additional channel for customer service, and provide a platform for your most loyal customers to share their thoughts. And that's just the tip of the iceberg.
So, what other benefits can solid community management offer?
If your brand can run an effective customer community management strategy, you’ll start to see an increase in customer engagement as well as customer satisfaction. The more your brand's presence overlaps with where your customers are — especially online — the more you can boost engagement. For example, if you provide valuable content on Instagram and engage with people in the comment section, your audience will see your brand as authentic and committed to customers.
In turn, if customers engage with your brand, they will be more satisfied and will likely return as customers again and again. Even more, for 43% of customers, good customer service breeds more loyal repeat customers — and more brand champions ultimately means more revenue for your brand, thanks to the value of referrals, product reviews, and repeat purchases.
These benefits come at a much lower cost than paid customer acquisition strategies, which require huge investments for customers who might only place one order with your brand — if that.
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Related: Our guide to improving customer satisfaction (CSAT) scores, one of the most important metrics for long-term brand growth.
Online community management can also open additional customer service channels for your customers that are more convenient than contacting a call center, using your site’s live chat support, or sending an email. In the community management realm, this could be chatting with a service rep via direct message (DM) on Instagram or troubleshooting an issue on a public Facebook group forum.
Related: Our guide on customer support in ecommerce.
Feedback is vital to your brand’s success, so additional spaces for customers to share feedback can be extremely valuable. You can even encourage customer feedback about products if your community management strategy includes online forums or social media pages like LinkedIn and Facebook.
However, there is some risk in asking for feedback in such a public setting. If you'd rather ease into it, you could create a survey that only shows the results to you and your team. Offer something to customers for their time — such as a gift card or entry to a raffle — to incentivize them to participate.
Collecting customer feedback doesn't need to have a complicated format. For example, furniture brand Sabai uses Instagram polls to gauge customer interest in new product designs:
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This kind of customer research is a great way to stoke community engagement and mitigate future customer complaints.
Community management strategies can be effective sales or upselling channels because they give you the chance to educate customers (and let customers educate one another) about how different or additional products can help their needs.
On top of straightforward product recommendations, you can practice upselling by sharing influencer or user-generated content marketing about new or premium products. Again, the goal isn’t to plug your products directly but incorporate them into content your community might like to see.
A great example of this is Glamnetic’s TikTok about the do’s and don’ts of eyebrow makeup, which features numerous Glamnetic products:
Related: Our guide to ecommerce upselling and cross-selling for higher average order values (AOVs).
Lastly, a benefit of community management is the ability to create brand ambassadors. You can do this organically by engaging with customers with large followings on social media, but you can also do it more strategically through brand ambassador programs.
Brand ambassadors provide a type of advocacy that no paid ads could ever achieve. They convince their friends and followers to try your brand, then those friends and followers convince their friends and followers to try your brand, and the cycle continues. This is also a great way to create social proof, or reviews and testimonials you can attach to product pages and your website.
One ecommerce brand that uses this tactic effectively is athleisure company Fabletics. The brand prides itself on being an inclusive, quality, affordable alternative to other high-end athleisure brands like Lululemon. Thus, Fabletics reflects this in their brand ambassador program, where they encourage real people to apply as influencers regardless of their status. In addition, they also work with celebrity influencers who have a passion for health and fitness, such as Kevin Hart and Maddie Ziegler.
Jaxxon, another brand that creates a community around a niche — chain jewelry for main — capitalizes on brand ambassadors who share content on their own social networks.
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So, now you have a better understanding of why customer community management has the potential to increase your brand's revenue. But how can you create a community that gets results? Here are six steps to building a customer community management strategy that works for your unique brand.
The first step in developing a community management strategy is to do your research.. Think about where your current customers frequent most when online and where your target audience is. For most brands, the easiest place to gather a group of people will be whichever social media platform you already use the most, whether that’s Facebook, Instagram, LinkedIn, or another platform. However, if you’re trying to launch a more :
Next, you’ll want to create goals that align with the outcomes you hope to see from the strategy. Your goals could be tied to revenue, customer service effectiveness, brand awareness, and public relations. Some example goals may include:
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Though you likely have a solid idea of who your audience is at this point, you’ll want to continue getting to know your audience on the platforms you identified in step 1. You may realize you need a slightly different approach when applying your community management plan to TikTok versus a Facebook forum, for example. Though your audience may be similar in both places, folks expect quick, educational, and entertaining videos on TikTok. In contrast, they may want longer-winded discussions with other customers about your brand’s products on a Facebook forum.
One way to stoke community engagement is to try and spark interactions. For National Baking Day, for example, chocolate brand Montezuma’s requested community members’ best recipes instead of just sharing recipes themselves:
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Related: Learn how Montezuma’s saves five hours a week and answers customer questions faster with Gorgias.
Building off step 3, you’ll want to set up a plan to create valuable and thought-provoking content to ensure your customers come back to the online communities you are building. The type of content you create for your community management strategy should align with your overall brand image, tone, and voice.
For example, let's say you're an ecommerce brand that sells sustainable mid-century furniture. Your community-based digital marketing strategy should include educational content that gives insight into your brand's sustainability: Where your products are made, how you source your materials, what your labor practices are, etc. In addition, you also want to create beautiful imagery (photos and videos) that showcase your brand’s furniture in real peoples’ homes.
For example, fashion brand Princess Polly (and their community members) create outfit inspiration videos that would be independently interesting, regardless of whether you bought the clothes through the brand. Of course, someone watching might also love a particular garment and head to the website:
Related: Learn how Princess Polly helps customers 95% faster with Gorgias.
In addition to the actual content that makes up your customer community management strategy, you’ll want to identify ways to measure the success of your program and track insights from your customers. One way to streamline this step is to find a tool that does what you need automatically. We'll highlight a few awesome insight tools below. Keep in mind that a great tool may require more financial investment upfront, but it will save you tons of time in the long run and should eventually pay for itself.
The last step in creating your customer community management strategy is assigning a community manager. A dedicated community manager on your team will help execute your strategy and ensure the communities you’re building are supported and continue to grow.
A community manager is similar to a social media manager, but there is one major difference. A social media manager typically posts and supports a brand from the inside. This usually means posting from a brand’s social media accounts. On the other hand, a community manager posts as a brand ambassador under their own accounts, not the brand's. The community manager will develop the community as a part of the community. A community manager can also be seen as a brand advocate.
A great community manager would manage your brand’s community with a seriousness that doesn’t jeopardize the brand but also a friendly and personable attitude to keep customers engaged. Specific tasks of a good community manager could include:
As you finalize your customer community management strategy and start executing it, here are some best practices to keep in mind to make it as successful as possible.
A link to your brand’s website is never a bad idea because each link out there increases the chance of someone in the community going to your website, clicking around, and making a purchase. Even if your community manager can provide an answer with one sentence of text, try to find somewhere to link to on your website, such as an FAQ page.
Check out how Branch’s Help Center links back to the US (and Canada) store at the top of the portal:
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Customers and even to-be customers come to know certain brands based on their tone. And even if you are new to community management, you can quickly become known if you create a unique brand voice and tone in online spaces and stick to it.
One great way to achieve this is with the help of template responses, which we at Gorgias call Macros. With Macros, you can create and maintain a library of templates for frequently asked questions. But unlike most templates, Macros include variables that automatically populate with information like [Customer name] or [Tracking number of last order]. These Macros accelerate your customer service representatives’s workflows without sacrificing personalization or quality:
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Nobody wants to be the Rule Police, but community guidelines in online spaces are vital for mature, inclusive, and productive discourse. Successful community guidelines will also protect your brand if someone on a forum, for example, starts to get out of hand. Additionally, share your brand’s privacy and data protection standards with community members. 52% of social media users rate their privacy and data protection as highly important, so be sure to let them know how you protect their data.
Remember that the community isn’t just a place for you to make announcements and sell your own products. Find meaningful ways to get people to talk to one another, share insights, and participate in the discussion.
As part of your strategy, be sure to decide on what you and the rest of your team believe to be a reasonable time frame to respond to community members. If a community manager doesn’t respond to a community member’s question for several days, the likelihood of that member using the forum again is unlikely.
Even if you are on a forum that uses mostly blocks of text, think of ways to keep the content engaging, such as incorporating photos, videos, infographics, and even podcasts (if applicable).
One company you can look to as a model for great content creation is Casper, an ecommerce brand specializing in mattresses and pillows. Beyond its diverse content on various social media platforms, the brand has the Sleep Channel on YouTube, which includes a 12-part series that features sleep meditations and bedtime stories.
Lastly, it’s vital to dedicate part of your brand’s community management strategy to give back to your community. This can ensure your brand keeps growing and supports brand loyalty among customers. Ways to give back could include things like hosting contests, giveaways, highlighting user-generated content, and providing other incentives to expand the community.
We’ve covered a few examples of great customer communities above, but here are three more that we see as the gold standard.
Though we mentioned 310 Nutrition earlier, the brand is a perfect example of how to run a strong online community focused on education. The fitness and weight-loss brand provides tons of content in its private Facebook group from brand ambassadors who work for 310 nutrition and are experts in the industry, such as trainers and nutritionists.
The brand shares high-quality videos and articles with tips and tricks to encourage community members to stay motivated on their health journey. 310 Nutrition’s Facebook community also provides members exclusive promotions. All of these strategies help 310 Nutrition’s Facebook group attract new members regularly.
Skincare brand, Annmarie Skin Care, combines its loyalty program (called the Wild & Beautiful Collective) with an exclusive Facebook group only open to loyalty-program members. Connecting a loyalty program to a closed online community can be a great way to give an exclusive benefit to loyal customers without investing too much overhead. In the community, loyal customers get exclusive content, access to the Annmarie team, and promotions.
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Even outside of the ecommerce world, online customer communities can be extremely beneficial. Oracle, for example, has different communities to bring together peers who use Oracle products and experts to help navigate the brand’s complex offerings.
Without this kind of interactive community, new and prospective Oracle customers might be confused about the company’s benefits and use cases. The community helps them learn those things without having to talk to a sales agent:
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Creating online communities for your customers can take your brand one step closer to improving the overall customer experience. Online community management gives customers a better shopping experience, more avenues to answer their questions, and boosts your company's revenue in the process.
Efficient, helpful customer service and self-service resources like those offered at Gorgias can help you further your community management goals. Sign up and see how our platform can help streamline customer service interactions, automate repetitive tasks so your team members can focus on connecting with customers, and provide customer data to keep you and your team on track. Book my demo.

TL;DR:
55% of consumers expect delivery within 48 hours, according to ShipStation's 2024 Ecommerce Delivery Benchmark Report. That's how critical shipping is to your ecommerce business. Get it right, and you'll build customer loyalty. Get it wrong, and you'll face abandoned carts, angry customers, and mounting support tickets.
Whether you're launching your first product or scaling to new markets, understanding shipping fundamentals is essential.
This guide walks you through carrier selection, costs, fulfillment, international shipping, and tracking — everything you need for excellent shipping from day one.
Ecommerce shipping is the process of getting products from your warehouse to your customer's address. It includes order fulfillment, carrier handoff, transit, and final delivery.
Shipping is a critical part of customer experience. While customers spend minutes on your site, they interact with your shipping for days. Delivery speed, tracking updates, and package condition all shape how customers perceive your brand.
Good shipping builds trust and repeat purchases. Poor shipping leads to negative reviews and increased support requests.
Here's how orders move from your site to your customer's door:
When a customer checks out, your system validates their shipping address, checks inventory, and reserves the items.
If you use warehouse management software, it assigns the order to the best fulfillment location based on stock and proximity to the customer. Automation tools can flag issues, like invalid addresses or out-of-stock items early, so your team can resolve them before packing begins.
Warehouse staff (or automation) locate the products, choose the right packaging, and secure items to prevent damage. Your shipping software then generates labels with barcodes, tracking numbers, and delivery addresses. Integrating label printing with your order management system reduces errors and prevents delivery delays.
Packed orders are staged for carrier pickup. Your system creates a manifest that lists all packages for the carrier to match against. Once scanned, tracking numbers activate and customers receive automated notifications with tracking info and delivery estimates. These updates reduce support inquiries since customers can monitor their orders independently.
Your shipping options balance cost and speed. The right choice depends on your product margins, customer expectations, and what competitors offer. Here's what each speed means and how to offer it successfully.
Standard shipping uses ground transportation and is the most cost-effective option. Most carriers offer this as their base service level.
How to offer it: Work with major carriers like USPS, UPS, or FedEx for ground shipping rates. Negotiate volume discounts as you scale.
Setting expectations: Display the 5-7 day window clearly at checkout. Send tracking info immediately after the carrier picks up the order. Most customers accept standard shipping when delivery dates are communicated upfront.
Expedited shipping (3-4 days) and 2-day shipping are premium options. Two-day shipping has become a competitive necessity in many categories thanks to Amazon Prime.
How to offer it: Upgrade to faster carrier services (UPS 2nd Day Air, FedEx 2Day). Consider fulfillment centers closer to major customer bases to reduce transit times. Pass costs to customers or absorb them for high-value orders.
Setting expectations: Clearly mark order cutoff times (e.g., “Order by 2pm for 2-day shipping”). Process and ship orders the same day to hit delivery promises.
Same-day delivery gets orders to customers within hours and works best in urban areas with local inventory. This shipping option is becoming increasingly popular, especially as large online sellers like Temu expand their fast delivery capabilities through partnerships with local and international carriers that handle last-mile logistics efficiently.
How to offer it: Partner with third-party courier services. If you have physical locations, you can also use your own delivery team. Start by limiting availability to specific zip codes where you have inventory nearby. Consider partnering with local warehouses to reduce transit distances.
Setting expectations: Set tight order cutoff times (usually before noon). Offer in-store pickup or curbside options as alternatives that give customers control without same-day delivery costs.
Overnight (next-day) is the fastest option with premium pricing. Most businesses pass these costs to customers.
How to offer it: Use overnight air services. Requires same-day order processing and later cutoff times than 2-day shipping.
Setting expectations: Make pricing transparent. Customers paying premium rates expect premium service. Communicate cutoff times clearly and confirm delivery dates before purchase.
The right carrier depends on where you're shipping and what speeds you need. Here's a breakdown by region.
USPS is the most affordable for lightweight packages and reaches every US address, including rural areas. Priority Mail offers 2-3 day delivery at competitive rates.
UPS and FedEx are best for speed and reliability, with services ranging from ground to overnight. Both offer tracking, integrations with ecommerce platforms, and small business discounts. Check out FedEx's Small Business program and UPS's ecommerce integrations for better rates.
DHL specializes in international shipping and is ideal if you're expanding globally or regularly serving international customers.
Canada Post is the go-to for domestic shipping in Canada with affordable rates and nationwide coverage. They offer services from standard ground to expedited delivery.
Purolator provides reliable express shipping across Canada with strong tracking and next-day options for major cities.
UPS and FedEx also operate in Canada and are good options for cross-border shipping between the US and Canada, with expertise in customs clearance.
Correios is the national postal service covering all of Brazil, though delivery times can vary significantly in remote areas.
Blue Express offers reliable domestic shipping throughout Chile with tracking capabilities.
Estafeta is a leading private carrier in Mexico with faster delivery than the national postal service and strong ecommerce integrations.
Royal Mail is essential for UK domestic shipping, offering 2-3 day standard delivery and next-day tracked services at competitive rates.
DPD is a leading European carrier with reliable service across the continent, precise delivery time windows, and safe place options.
DHL Paket, Evri (formerly Hermes), and Colissimo provide strong regional coverage in Germany, UK, and France respectively. When expanding to Europe, evaluate carriers based on rates, customs support, and integration with your shipping software.
Aramex is a major regional carrier covering the UAE, Saudi Arabia, and surrounding countries with strong ecommerce capabilities.
SMSA Express in Saudi Arabia offers reliable domestic and regional shipping with cash-on-delivery options popular in the region.
Emirates Post provides affordable shipping throughout the UAE and has partnerships for international delivery.
Aramex operates across Egypt, Morocco, and Tunisia.
DHL provides reliable international shipping throughout the region.
GIG Logistics is a common choice in Nigeria.
Posta Kenya serves Kenya and the surrounding countries.
The Courier Guy and Fastway Couriers are popular for domestic shipping in South Africa.
Japan Post provides comprehensive coverage throughout Japan.
SF Express dominates in China and Hong Kong with fast delivery and strong logistics infrastructure.
CJ Logistics in South Korea offers reliable domestic shipping with good ecommerce integrations.
Kerry Express operates across Thailand, Vietnam, and Malaysia with affordable rates and tracking.
J&T Express has rapidly expanded across Indonesia, Philippines, Singapore, and Vietnam with competitive pricing.
Delhivery and Blue Dart are leading carriers for Indian ecommerce with extensive domestic networks.
Daraz provides reliable shipping across Pakistan with cash-on-delivery options.
Australia Post is the primary carrier for Australian domestic shipping with comprehensive coverage and multiple service levels from standard to express.
New Zealand Post (NZ Post) provides reliable nationwide coverage in New Zealand with affordable rates and tracking options.
CouriersPlease and Toll operate across Australia with strong ecommerce integrations and competitive express delivery options.
Your shipping pricing affects both sales and profits. Choose a model that fits your products, average order value, and what competitors offer.
Free shipping drives sales and customer satisfaction, but you need to cover the costs somehow. You can build shipping into your product prices, absorb costs from your margins, or offer free shipping above a minimum order value (like $50).
Pro Tip: Setting a minimum order value for free shipping (like “Free shipping over $50”) encourages larger purchases while protecting your margins on small orders. This taps into customers' desire to “earn” free shipping and can increase your average order value.
Flat-rate shipping charges the same amount for all domestic orders regardless of location. This works well if your products are similar in size and weight (like clothing or coffee). Customers like knowing the cost upfront. However, this doesn't work well if you sell items with widely varying sizes or weights.
Real-time rates calculate actual shipping costs based on the customer's location and pass those costs along at checkout. This is the fairest method since you're only charging what carriers charge you, but unexpected high costs can lead to cart abandonment.
Pro Tip: Consider adding a shipping calculator on product pages so customers can estimate costs before checkout.
Offer flat-rate or free delivery to customers within a certain radius of your warehouse or store. This cuts carrier costs, provides faster delivery, and turns your location into a competitive advantage. Local delivery options are especially valuable if you have physical stores or regional warehouses.
Understanding your shipping costs helps you price accurately and protect margins. Here are the key factors:
Dimensional weight determines cost based on package size, not just actual weight. Carriers calculate it by dividing your package dimensions (length x width x height) by a DIM divisor. You're charged based on whichever is higher: DIM weight or actual weight.
Zone-based pricing means shipping costs increase with distance. Carriers divide regions into zones (typically 2-8 for domestic shipments), and rates go up as you ship farther from your warehouse.
Surcharges can include:
These include the time and labor to:
Labor costs vary by region and efficiency, but warehouse management systems can reduce handling time.
Calculate costs for:
Pro Tip: Use the smallest box that safely fits your products to reduce both material costs and DIM weight charges.
Don't forget these ongoing costs:
The right packaging protects products, controls costs, and reflects your brand.
Right-sizing means using boxes that match your product dimensions. Oversized boxes increase shipping costs through dimensional weight pricing, while undersized boxes risk damage and returns.
Common packaging materials:
Pro Tip: Audit your most common orders and stock 3-5 box sizes that cover 80% of shipments.
Branded packaging creates a memorable unboxing experience with custom printed boxes, tissue paper, thank-you cards, and inserts. This builds loyalty and encourages social sharing, but costs more and requires minimum order quantities.
Plain packaging minimizes costs and works well for price-sensitive customers or commodity products.
Middle ground: Use plain outer packaging with branded elements inside (tissue paper, stickers, cards) to create a good experience without the full expense of custom printing.
Sustainable packaging appeals to environmentally conscious customers. Options include:
Cost consideration: Eco-friendly materials typically cost 10-30% more than conventional options.
Carbon-neutral shipping: Some brands purchase carbon offsets to neutralize transportation emissions. This can differentiate your brand and appeal to customers willing to wait longer or pay more for sustainable options.
Accurate labels, proper insurance, and compliance with shipping regulations protect your business and ensure smooth deliveries.
Shipping labels include your customer's address, return address, tracking barcodes, carrier routing codes, and handling instructions. Labels must meet carrier specifications exactly, or packages can be delayed, returned, or lost.
Common label errors to avoid:
Shipping software: Use platforms like ShipStation, Shippo, or ShipBob that connect to your ecommerce store and carrier accounts. These tools automatically pull order data and generate carrier-compliant labels, eliminating manual entry errors.
Label printers: Invest in a thermal label printer (like Rollo or Zebra) that prints 4x6 labels without ink. These are faster and more cost-effective than standard printers for high-volume shipping.
Address validation: Most shipping software includes address validation that checks addresses against carrier databases before printing, catching errors early and preventing delivery issues.
Batch printing: If you're shipping multiple orders at once, use batch printing features to print all labels in one go rather than individually.
Shipping insurance reimburses you when items are lost, stolen, or damaged in transit. Carriers provide basic liability (typically $100 for domestic shipments), but this rarely covers high-value items. You can purchase additional carrier insurance, use third-party providers like Shipsurance, or self-insure by absorbing losses.
Important: Customers expect replacements whether you're insured or not — insurance protects your margins, not their experience.
Here’s a table to determine if insurance is a good idea:
|
Product Type |
Recommended Action |
Why |
|---|---|---|
|
High-value items ($200+) |
Purchase insurance |
Protects margins if lost or damaged |
|
Fragile products |
Purchase insurance |
Higher damage risk during transit |
|
International shipments |
Purchase insurance |
Increased loss risk across borders |
|
Low-value items (<$50) |
Consider self-insuring |
Insurance costs may exceed replacement costs |
|
Standard products ($50–$200) |
Evaluate loss rate |
Insure if you experience frequent claims |
Cost consideration: Insurance typically costs 1-3% of order value. Compare this against your actual loss rate to decide if it's worth it.
Some products require special handling due to safety regulations:
Lithium batteries (in electronics, vaping products, power tools):
Hazmat products (flammable liquids, aerosols, certain cosmetics):
Restricted items vary by carrier and destination, but commonly include:
Next steps: Before launching products in these categories, check carrier resources on dangerous goods and restricted items. Non-compliance can result in shipment rejection, fines, or loss of carrier accounts.
Related: Learn how to deal with lost packages in ecommerce.
Good tracking and easy returns reduce support requests and build customer trust.
WISMO (Where Is My Order) inquiries are among the largest sources of customer support tickets. Customers want visibility into their orders, and when they don't have it, they contact you. Proactive tracking updates via email and SMS keep customers informed and dramatically reduce support volume.
Send these tracking notifications:
Each message should include a direct tracking link and expected delivery window.
Advanced tracking options:
Easy returns build customer trust and encourage future purchases. A complicated returns process drives customers to competitors.
Keep these returns best practices in mind:
Common returns mistakes to avoid:
Tool recommendation: Use a returns management tool such as Loop or Returnly to integrate with your store and customer service software to streamline the process.
Domestic shipping is straightforward: products move within one country under consistent rules. International shipping adds complexity with customs, duties, taxes, and documentation requirements. Here's what you need to know to expand globally.
Duties are import taxes charged when goods enter a country. Rates vary by product type and destination, typically ranging from 0-20% of product value.
Taxes (like VAT in Europe or GST elsewhere) are consumption taxes applied to products sold in those countries.
Who pays? You have two options:
HS codes (Harmonized System codes) are standardized product classification codes that determine duty rates. Every international shipment needs an accurate HS code on customs documents. Incorrect codes cause delays, audits, or wrong charges.
Pro Tip: Most shipping software lets you store HS codes for products. Services like Zonos or Avalara automatically calculate duties based on HS codes and destinations.
All international shipments require a commercial invoice with:
For small, low-value shipments, simplified forms (CN22 or CN23) may be enough depending on the destination.
De minimis thresholds are value limits below which countries waive duties and simplify customs. These vary by country:
Country/Region |
De Minimis Threshold |
|---|---|
United States |
$800 |
European Union |
€150 |
United Kingdom |
£135 |
Canada |
CAD $20 |
Australia |
AUD $1,000 |
Shipping below these thresholds simplifies customs and speeds up delivery. However, many countries are lowering thresholds to protect domestic businesses, so check current limits before shipping.
You can handle order fulfillment yourself or outsource it to third-party providers. Your choice depends on order volume, budget, and how much control you need.
You handle warehousing, picking, packing, and shipping yourself.
Pros:
Cons:
Best for: New businesses with low order volumes or those wanting complete control over branding.
3PLs handle receiving, storage, picking, packing, and shipping for you.
Pros:
Cons:
Best for: Growing businesses shipping 100+ orders per month or those expanding to multiple regions.
Send inventory to Amazon warehouses. They fulfill orders from Amazon.com and potentially your own website through Multi-Channel Fulfillment.
Pros:
Cons:
Best for: Businesses primarily selling on Amazon or wanting Prime eligibility.
When evaluating 3PL partners, look for:
Factor |
What to Look For |
|---|---|
Order accuracy |
99%+ accuracy SLA guarantee |
Shipping speed |
Same-day or next-day order processing |
Locations |
Fulfillment centers near your customers (east and west coast for US) |
Pricing transparency |
Clear breakdown of receiving, storage, pick/pack, and shipping fees |
Technology |
Real-time inventory visibility and API integrations with your store |
Returns handling |
Clear process for processing and restocking returns |
Product restrictions |
Confirm they handle your product types (hazmat, oversized, etc.) |
Questions to ask:
The right tools connect your store to carriers and automate shipping tasks. Here are the essentials:
Shipping software:
Ecommerce platform integrations:
Customer service integrations:
Connect shipping software to your help desk (Gorgias, Zendesk, Freshdesk) so support teams can view order status and tracking without switching systems
Shipping software checklist:
Shipping inquiries — tracking questions, delivery issues, returns — make up a huge portion of customer support tickets. Gorgias automates these routine questions with AI while keeping responses personal and accurate.
Connect your store, carriers, and returns system to one platform so customers get instant answers to “Where is my order” without waiting for your team. Automate proactive notifications for delivery exceptions and let customers track orders or start returns through self-service flows.
Ready to reduce support volume and speed up response times? Book a demo.
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Most ecommerce businesses understand that offering great products at a reasonable price isn’t enough. We know that customer experience is key to gaining long-term loyal customers, obtaining reviews and referrals, and growing in the long term. But too many brands believe that a great customer experience means surprising and delighting customers.
Frankly, handwritten notes and freebies don’t make for a great customer experience or a winning strategy. That’s not why customers reach out to your brand, nor is it what drives customer retention. They reach out to support for quick, helpful, effortless experiences; this is what makes top-notch customer service so important. Then (and only then) should you put the cherry on top with surprising, delightful extras.
Top-notch customer support is like an ice cream sundae, and efforts to thrill customers are the sprinkles and cherries on top. Sprinkles and cherries are great, but they don’t make for a satisfying sundae on their own.
Customers won’t be that amused if you make them wait on hold for 45 minutes and greet them with lighthearted jokes. Likewise, you’ll make a customer feel frustrated if you spend your budget on freebies but ignore implementing customer feedback about the product.
More than anything, customers who contact a brand's customer service team want their problems solved quickly and well. Fast, helpful, low-effort experiences are the base of your sundae, and any extra efforts to delight the customer are sure to fall flat if you can't do that.
According to Emplifi, 49% of consumers have left a brand in the past year due to a poor customer experience. Also, according to The Effortless Experience, an influential customer service book by best-selling author Matthew Dixon, customer service interactions are 4x more likely to drive customer disloyalty than they are to drive customer loyalty.
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If 20% of support interactions leave customers delighted and 80% leave customers frustrated, your greatest opportunity is to reduce frustration, not chase after hard-to-achieve delight.
The Effortless Experience also reveals that going “above and beyond” isn’t even what drives that 20% of loyalty-building interactions. While companies assume exceeding customer expectations generate superfans, customers are generally just as satisfied when companies simply meet their expectations.
And 80% of companies who use customer delight as a strategy say they spend heavily on providing this delight: More overhead from giveaways, VIP kickbacks, refunds, and policy exceptions. Given that these delightful experiences don’t correlate to customer loyalty, this is not money well spent.
If we zoom into what drives customers away, the most common issue is a high degree of effort — not a lack of gifts or delightful conversations. Common reasons for high-effort experiences include:
The negative impact of these high-effort experiences is staggering. According to The Effortless Experience, a whopping 96% of customers who had high-effort experiences feel disloyal to those companies afterward.
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To put it simply, most companies are trying to go “above and beyond” before they effectively provide the baseline of customer service, which is a helpful and low-effort experience.
The key to customer retention is reducing customer effort. 94% of customers intend to purchase after a low-effort experience compared to a slim 4% after high-effort experiences, making it an essential part of a best-in-class customer experience. Lowering customer effort involves designing an intuitive user experience, decreasing the number of steps required to complete tasks, improving reply and response times (along with other key customer support metrics), and using forward resolution in support.
Here are five more quick wins to reduce customer effort in ecommerce:
88% of customers expect your online store to offer some kind of self-service. Self-service resources could be as simple as a frequently-asked questions (FAQ) page or more interactive functionality to manage orders without having to reach out to customer support.
For merchants using Gorgias, you can set up a Help Center that does both in just a few clicks. Customers can read articles about your brand and shipping policy, and check their delivery status (which they do an average of 4.6 times for every order) instantaneously.
Here’s a great example of self-service order management on Steve Madden’s Help Center:
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Learn more about self-service order management with Gorgias.
Once you have an FAQ page or customer knowledge base, one type of question to proactively answer is pre-sales questions. These are questions potential customers have while mulling over a purchase in their heads before hitting “Place order” at checkout:
If customers have to reach out and wait for an answer, they might just abandon the purchase and look for another online retailer that better addresses their questions. At least, that’s the case for the 63% of customers who attempt to solve issues via self-service support before reaching out.
So, don’t delay in making clear sizing guides, shipping policies, returns policies, and other self-service information that your customers need to confidently make a purchase.
Forward resolution is the practice of solving anticipated issues for customers before the customer even thinks to ask.
Let’s look at a real-world example: A customer inquires about shipping times to their local region. The support agent can see they have items in their cart that are on pre-order and, while answering the customer’s question about shipping time, also tells them that pre-order items are sent separately and that they can track delivery status through self-service. The agent has answered the initial question and forward-resolved two potential issues — reducing effort for the customer.
If you can, audit multi-touch tickets from the past few months to understand which questions tend to have natural follow-ups you can proactively answer. Then, add that follow-up information to your templates, or Macros if you use Gorgias, to improve your customer experience.
Here’s a Macro that not only answer’s a customer question about the location of an order, but lets them know when that order will be shipped:
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Learn more about resolution time from Gorgias’s Director of Customer Support.
One of the most damaging mistakes is making customers repeat themselves. Agents need that information to do their jobs well, but asking a customer to repeat their story at every juncture is a surefire way to damage a valuable customer relationship.
Instead, give customer service representatives all the customer context they need from the jump. Gorgias’s customer sidebar gives agents valuable context like purchase and communication history (from Shopify or BigCommerce), reviews information, cart data, social media engagement, and much more so customers don’t need to constantly retell their story.
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90% of customers say an “immediate” response is important, and 78% of customers prefer a variety of support channels to get in contact with customer support.
To answer questions faster, consider using a customer support platform with automation features to help your team move faster and automatically respond to repetitive customer questions. Gorgias’ automated system can help you prioritize customer service requests, tag the appropriate agent, and close no-response tickets so you spend less time on admin work. And, with the help of pre-written Macros, automated Rules, and chatbot-like self-service flows, you can send instant, personalized responses to questions like, “Where is my order?”
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Additionally, explore expanding to an omnichannel or multichannel ecommerce customer service strategy, which gives customers more touchpoints for your brand. Customers value the convenience of texting your brand, calling your brand, and hearing from you on social media. If you’re only available via email, you will likely lose customers due to high effort.
Read our guide to omnichannel customer service or check out our unified helpdesk to learn more.
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Don’t get us wrong, customers usually enjoy an extra bit of pizazz or a freebie. And those sprinkles can even boost your brand’s conversion rate in the short term and boost customer loyalty in the long term — as long as they’re not associated with a high-effort experience.
Take a look at the following customer delight strategies and consider adopting them only once you’ve developed a low-effort customer experience as a foundation.
According to a 2021 survey, 66% of customers expect free shipping with every online purchase. This means that free shipping is often more of an expectation than a bonus — thanks, Amazon. Nevertheless, offering free shipping to your customers can still be a great way to encourage customer delight in many cases.
Customers love the word "free," even if the money that they are saving is only a few dollars. In fact, many stores can raise their product pricing slightly to make up for shipping costs and still see a boost in conversion rate from offering free shipping.
If you can’t offer free shipping to every customer, setting qualifying amounts is a good way to delight customers with free shipping while also driving higher average order values.
Woxer is one ecommerce brand that offers free shipping on all domestic orders and some international orders. Plus — another best practice — Woxer makes this information easily accessible as a Quick Response in their live chat widget.
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Creating a customer referral portal or program offers dual benefits. For one, it helps your brand attract new customers by encouraging them to refer their friends, family, and colleagues through word-of-mouth advertising. Along with introducing your brand to new potential customers, referral programs can also be a great way to blow away your customers: Everyone loves the opportunity to earn discounts and rewards!
If your ecommerce company has a strong net promoter score (NPS), you’re positioned to launch a referral program, capitalize on that goodwill, and delight your customers. If you want to start a referral marketing program, check out tools like Extole which systematically reward customers who bring you business via word of mouth.
Recognition is its own reward, and a shout-out on social media is something most customers enjoy. Highlighting customers who use your products, positive customer reviews, and other delightful interactions allow you to celebrate customers and add social proof to your social media profile. It also reduces the number of content marketing materials you need to produce on your own.
Marine Layer's Instagram is full of customer shout-outs and other user-generated content that your brand may be able to pull inspiration from:
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Like a referral program, a loyalty program rewards customers for repeat purchases and continued brand loyalty. If your customer experience is already smooth enough to bring in repeat customers, delighting those superfans with rewards is a strong strategy.
If you already use Gorgias, you can integrate loyalty platforms like LoyaltyLion to make the customer experience even more seamless. For example, esmi Skin Minerals uses Gorgias and its integration with Loyalty Lion to bring loyalty data into Gorgias and provide even more personalized, automated service to shoppers. Thanks to this powerful integration, esmi achieved a 58% boost in brand loyalty program enrollment and a 2X increase in average loyalty program member spend.
Even if you don’t have an official loyalty program, you can celebrate your VIP customers at key milestones like birthdays or the anniversary of their first purchase. On top of sharing some warm and fuzzies (and maybe free product), one benefit of this kind of celebration is to potentially get a shoutout from customers on social media for your surprise.
Check out our CX Growth Playbook to learn how to implement this tip with Zapier, plus read about 18 other tactics to drive growth through customer experience.
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One way to delight customers is to move beyond purely reactive customer service, which requires customers to reach out to get help. With proactive customer service, a combination of directly reaching out to customers and creating self-service resources, you can help more potential customers, reduce cart abandonment, and improve your brand’s customer experience.
Proactive customer support could include self-service resources, like those described above. It also includes non-intrusive chat campaigns, which let you automatically reach out to customers who display certain behaviors to offer support. For example, you could reach out to customers who linger on a product page to ask if they have questions about the product or need a recommendation on sizing.
Here’s what Ohh Deer, an online retailer that sells delightful stationery, says about chat campaigns:
“With chat campaigns, the goal is to remove any customer equivocation and get the customer to the product they really want.”
– Alex Turner, Customer Experience Manager at Ohh Deer
Learn how Ohh Deer drives $12,500 each quarter through Gorgias chat.
The key to great customer service isn’t some sparkly delight. It’s efficient, convenient, and helpful support that customers can access in a variety of ways.
With Gorgias, ecommerce brands can access the tools and integrations they need to automate time-consuming tasks, provide instant answers, and reduce the number of times customers have to write in and wait for your customer support team’s answer. Through our platform, your customer support team becomes more than just a team to answer customer questions — it becomes a revenue-generating machine.
Book a demo to see how Gorgias can help your ecommerce brand.

