Blog
Ecommerce Shipping

Ecommerce Shipping Made Simple: Strategy, Tools & Tips

Blog
Ecommerce Shipping

Ecommerce Shipping Made Simple: Strategy, Tools & Tips

TL;DR:

  • Audit your shipping process early — don’t wait for angry customers. 55% of shoppers expect delivery in under 48 hours, and delays lead to churn, bad reviews, and ticket spikes.
  • Map out your full shipping workflow before you scale. From order verification to tracking notifications, smooth logistics reduce errors and save you hours on support.
  • Offer the fastest shipping your margins allow and set clear expectations. Use standard, 2-day, or same-day delivery where it makes sense, and always communicate cutoff times at checkout.
  • Get strategic with your carriers and pricing. Negotiate rates, test USPS vs. UPS/FedEx vs. DHL, and experiment with free shipping thresholds to increase AOV without killing your margin.
  • Optimize packaging, tracking, and returns as part of your brand experience. Use right-sized boxes to cut costs, automate notifications to reduce WISMO tickets, and make returns painless to drive loyalty.

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.

What is ecommerce shipping?

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.

The ecommerce shipping process

Here's how orders move from your site to your customer's door:

Order receiving and verification

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.

Pick, pack, and label

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.

Carrier handoff and notifications

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.

Ecommerce shipping methods and delivery speeds

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, expedited, 2-day, and overnight

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 and 2-day shipping (2-4 business days)

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 and local delivery

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 shipping

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.

Shipping carriers for ecommerce

The right carrier depends on where you're shipping and what speeds you need. Here's a breakdown by region.

US carriers (USPS, UPS, FedEx, DHL)

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 carriers (Canada Post, Purolator, UPS, FedEx)

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.

South America carriers (Correios, Blue Express, Estafeta)

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.

UK and EU carriers (Royal Mail, DPD, DHL, Evri)

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.

Middle East carriers (Aramex, SMSA Express, Emirates Post)

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.

Africa carriers (The Courier Guy, Aramex, DHL)

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.

Asia carriers (Japan Post, SF Express, Kerry Express)

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.

Oceania carriers (Australia Post, NZ Post, CouriersPlease)

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.

Shipping rates and pricing models

Your shipping pricing affects both sales and profits. Choose a model that fits your products, average order value, and what competitors offer.

Free shipping

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

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 carrier rates

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.

Local delivery pricing

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.

How to calculate shipping costs

Understanding your shipping costs helps you price accurately and protect margins. Here are the key factors:

DIM weight, zones, and surcharges

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:

  • Residential delivery fees
  • Fuel surcharges
  • Peak season fees
  • Oversized package fees
  • Remote area delivery charges

Handling and labor costs

These include the time and labor to:

  • Locate products in your warehouse
  • Pick items from inventory
  • Pack orders securely

Labor costs vary by region and efficiency, but warehouse management systems can reduce handling time.

Packaging materials

Calculate costs for:

  • Boxes or poly mailers
  • Void fill (bubble wrap, air pillows, paper)
  • Tape and labels
  • Branded inserts

Pro Tip: Use the smallest box that safely fits your products to reduce both material costs and DIM weight charges.

Operational overhead

Don't forget these ongoing costs:

  • Warehouse or storage space
  • Shipping software subscriptions
  • Label printers and scales
  • Customer service time for shipping inquiries and tracking questions

Packaging for ecommerce

The right packaging protects products, controls costs, and reflects your brand.

Right-sizing and materials

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:

  • Corrugated boxes: Durable and stackable, best for protection but more expensive
  • Poly mailers: Lightweight and cost-effective for soft goods like clothing
  • Padded envelopes: Good for small, semi-fragile items
  • Void fill options: Bubble wrap, air pillows, crinkle paper, or biodegradable alternatives

Pro Tip: Audit your most common orders and stock 3-5 box sizes that cover 80% of shipments.

Branded vs. plain packaging

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.

Eco-friendly choices

Sustainable packaging appeals to environmentally conscious customers. Options include:

  • Recyclable corrugated boxes
  • Biodegradable poly mailers (made from cornstarch or plant materials)
  • Compostable void fill
  • FSC-certified paper products

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.

Labels, insurance, and shipping compliance

Accurate labels, proper insurance, and compliance with shipping regulations protect your business and ensure smooth deliveries.

Shipping labels

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:

  • Address typos or incorrect ZIP codes
  • Missing apartment or suite numbers
  • Improperly formatted barcodes

How to print labels efficiently

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.

When to insure shipments

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.

Special handling and dangerous goods

Some products require special handling due to safety regulations:

Lithium batteries (in electronics, vaping products, power tools):

  • Require special labels, packaging, and documentation
  • Face quantity restrictions on air transport
  • Subject to strict fire safety regulations

Hazmat products (flammable liquids, aerosols, certain cosmetics):

  • Require hazmat certification
  • Need specialized carriers
  • Include items like alcohol, certain cleaning products, and some beauty items

Restricted items vary by carrier and destination, but commonly include:

  • Alcohol and tobacco
  • CBD products
  • Certain health and beauty items

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.

Tracking, notifications, and returns

Good tracking and easy returns reduce support requests and build customer trust.

Proactive order tracking

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:

  • Order confirmation
  • Shipping confirmation with tracking number
  • Out for delivery alert
  • Delivery confirmation

Each message should include a direct tracking link and expected delivery window.

Advanced tracking options:

  • Use services like AfterShip or Route to create branded tracking pages that keep customers on your site instead of carrier sites
  • Add self-service order tracking to your website's chat widget so customers can check status instantly
  • Consider AI chatbots that pull real-time tracking data and answer questions 24/7

Returns and exchanges

Easy returns build customer trust and encourage future purchases. A complicated returns process drives customers to competitors.

Keep these returns best practices in mind:

  • Return policy: Display clearly on product pages and at checkout
  • Return window: Offer 30–60 days (industry standard)
  • Return process: Use automated RMA forms that collect info upfront
  • Return labels: Provide prepaid labels to reduce friction
  • Return portal: Give customers visibility into return status
  • Communication: Send updates at each step (received, inspected, refunded)

Common returns mistakes to avoid:

  • Hiding return policies in fine print
  • Manual return processing that slows response times
  • Offering free returns without accounting for costs in your pricing

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 vs. international shipping

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, taxes, and HS codes

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:

  • DDP (Delivered Duty Paid): You pay all duties and taxes upfront. Customers receive packages with no additional charges.
  • DDU (Delivered Duty Unpaid): Customers pay duties and taxes upon delivery. This can surprise customers and lead to refused shipments.

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.

International shipping documentation

All international shipments require a commercial invoice with:

  • Sender and recipient information
  • Product descriptions and quantities
  • Product values and HS codes
  • Country of origin

For small, low-value shipments, simplified forms (CN22 or CN23) may be enough depending on the destination.

De minimis thresholds

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.

Fulfillment options (FBM, FBA, 3PLs)

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.

In-house fulfillment (FBM - Fulfilled by Merchant)

You handle warehousing, picking, packing, and shipping yourself.

Pros:

  • Complete control over packaging and customer experience
  • Can customize everything (branded inserts, gift wrapping)
  • Cost-effective at lower volumes

Cons:

  • Requires warehouse space, labor, and supplies
  • Time-intensive as you scale
  • You handle all operational challenges

Best for: New businesses with low order volumes or those wanting complete control over branding.

Third-party logistics (3PLs)

3PLs handle receiving, storage, picking, packing, and shipping for you.

Pros:

  • Easily scale during peak seasons (Black Friday, holidays)
  • Distributed inventory for faster delivery
  • Better carrier rates through volume discounts
  • Focus on growing your business instead of operations

Cons:

  • Less direct control over fulfillment
  • Per-unit fulfillment fees
  • Dependent on 3PL's service quality

Best for: Growing businesses shipping 100+ orders per month or those expanding to multiple regions.

Fulfilled by Amazon (FBA)

Send inventory to Amazon warehouses. They fulfill orders from Amazon.com and potentially your own website through Multi-Channel Fulfillment.

Pros:

  • Access to Amazon Prime badge and two-day shipping
  • Amazon's massive logistics network
  • Handles customer service for Amazon orders

Cons:

  • Storage fees (especially for slow-moving inventory)
  • Strict packaging requirements
  • Less control over customer experience
  • Can be expensive for non-Amazon orders

Best for: Businesses primarily selling on Amazon or wanting Prime eligibility.

How to choose a 3PL

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:

  • Does your system integrate with my ecommerce platform?
  • What are your storage fees per cubic foot?
  • How do you handle branded packaging?
  • Can you provide references from similar businesses?

Ecommerce shipping integrations and APIs

The right tools connect your store to carriers and automate shipping tasks. Here are the essentials:

Shipping software:

  • ShipStation: Multi-carrier platform with batch label printing and automation rules
  • Shippo: Simple API for rate comparison and label generation
  • AfterShip: Branded tracking pages and proactive shipping notifications
  • Easyship: Good for international shipping with duties calculation
  • ShipBob: 3PL with built-in shipping software

Ecommerce platform integrations:

  • Shopify: Native apps pull order data and sync tracking automatically (Advanced plans include real-time carrier rates at checkout)
  • BigCommerce: Native carrier integrations (USPS, UPS, FedEx) plus third-party apps
  • WooCommerce: Shipping plugins and carrier extensions via WordPress
  • Magento: Extension marketplace for shipping solutions (requires more technical setup)

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:

  • Automatic order import from your store
  • Multi-carrier rate comparison
  • Batch label printing
  • Address validation
  • Tracking number sync back to your store
  • Branded tracking pages

Streamline shipping support with conversational AI

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.

{{lead-magnet-1}}

FAQ’s

What's the difference between ecommerce shipping and fulfillment?

Fulfillment encompasses the complete process of receiving inventory, storing products, picking and packing orders, and handing them off to carriers. Shipping is specifically the carrier transit and delivery to the customer. Think of fulfillment as the full workflow and shipping as the final delivery step.

How do I calculate ecommerce shipping costs?

Add up carrier fees (based on package weight/size and distance), packaging materials, labor costs, insurance (if needed), and overhead like software subscriptions. Use carrier rate calculators and factor in dimensional weight and surcharges for accurate costs.

What's the best shipping carrier for ecommerce?

It depends on your products and customers. USPS is most affordable for lightweight packages. UPS and FedEx are best for speed and reliability. DHL specializes in international shipping. Test multiple carriers and compare costs and delivery performance for your specific needs.

Should I offer free shipping?

Free shipping increases sales but requires protecting your margins. Set order minimums (like “free shipping over $50”) to encourage larger purchases, or build shipping costs into product prices. The right approach depends on your profit margins, average order value, and what competitors offer.

What integrations do I need for ecommerce shipping?

Connect your ecommerce platform (Shopify, BigCommerce, WooCommerce) to shipping software (ShipStation, AfterShip, Easyship) for automated label printing and tracking. Integrate your customer service platform (Gorgias, Zendesk) so support teams can view order data instantly. These eliminate manual work and speed up operations.

Recommended Articles

7 Ways to Improve Your Customer Service Response Times

0 min read . By Astaeka Pramuditya
By Astaeka Pramuditya

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

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

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

What is a good customer service response time?

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

Why response times are important for customer service teams 

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

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

1) Customers continue to demand faster responses 

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

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

2) Poor response times reflect negatively on your company 

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

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

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

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

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

4) Quick responses can boost customer satisfaction

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

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

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

Related: How To Measure Net Promoter Score (NPS)

5) Slow response times might increase your workload

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

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

How to reduce customer service response times

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

1) Make sure you're measuring first response times 

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

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

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

Related: Customer Service ROI: How to Measure and Improve

2) Take advantage of customer service software

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

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

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

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

{{lead-magnet-1}}

3) Utilize customer service automation for 24/7 service 

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

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

Recommended reading: Ecommerce Customer Support Best Practices

4) Use scripts and email templates 

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

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

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

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

5) Create a system to categorize and segment priority tickets 

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

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

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

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

6) Offer multichannel customer support options 

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

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

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

Recommended reading: Customer Support Metrics

7) Leverage self-service to reduce tickets 

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

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

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

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

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

Recommended reading on live chat:

{{lead-magnet-2}}

Gorgias helps support teams reduce response times

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

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

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

0 min read . By Ryan Baum
By Ryan Baum

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

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

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

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

What is SMS customer service?

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

Why SMS text messaging improves the customer service experience

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

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

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

Example of SMS in Gorgias helpdesk

10 tips to successfully incorporate messaging into your customer service strategy

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

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

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

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

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

Fast reply to an SMS conversation

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

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

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

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

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

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

3) Use autoresponders for a lightning-fast first response

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

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

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

4) Create a system to categorize and segment priority tickets 

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

You can start by prioritizing:

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

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

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

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

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

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

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

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

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

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

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

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

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

Gorgias automates answers to repetitive questions (like WISMO)

7) Go beyond text-only interactions with multimedia messaging

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

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

Gorgias lets you send multimedia text messages

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

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

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

Gorgias has SMS, Messenger, and live chat functionality

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

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

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

For example, you can send out text blasts:

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

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

9) Integrate your SMS support with your marketing efforts

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

Gorgias and Klaviyo integration
Source: Gorgias

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

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

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

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

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

SMS customer service templates for common response types

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

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

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

Ticket received template

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

Here’s our template for a ticket received autoresponder:

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

Introduction message template

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

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

Agent introduction template for SMS

Hours of operation template

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

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

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

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

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

Order status template 

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

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

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

SMS template for order status requests

Payment reminder template

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

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

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

Deals or rewards template

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

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

Refund issued template

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

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

Here’s the template:

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

SMS template for refund issued

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

Customer check-in template

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

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

Here’s a model:

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

Templates for SMS marketing and relevant integrations 

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

Discount template

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

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

Discount template for SMS

Appointment reminder template

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

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

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

Order confirmation template

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

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

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

Order confirmation template for SMS

Pickup notification template

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

Here’s an example:

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

Survey or poll template

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

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

Membership renewals template

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

Here’s an example:

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

{{lead-magnet-1}}

Is conversational and SMS customer service right for your business?

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

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

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

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

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

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

Is your marketing team already sending SMS campaigns?

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

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

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

Klaviyo Gorgias integration example

Are customers abandoning conversations on other channels? 

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

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

Are you already active on related channels?

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

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

Are you struggling to gather customer feedback?

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

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

What to look for in text messaging tools

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

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

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

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

Customer service helpdesk with SMS

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

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

Ecommerce SMS marketing tools to complement your customer experience

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

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

Gorgias, Klaviyo, Attentive, Postscript, and Yotpo SMSBump

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

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

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

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

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

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

Message your customers in real time with Gorgias

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

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

{{lead-magnet-2}}

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

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

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

0 min read . By Lauren Strapagiel
By Lauren Strapagiel

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

Who do you think is more frustrated?

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

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

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

What is live chat software?

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

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

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

Pros and cons of live chat

Pros:

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

Cons:

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

{{lead-magnet-1}}

What is the difference between chatbots vs. live chat?

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

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

Pros and cons of chat bots

Pros:

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

Cons:

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

{{lead-magnet-2}}

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

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

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

Response times and customer expectations 

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

Chatbot advantage: Answers are immediate

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

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

Live chat advantage: Solve complex issues

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

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

Solution: Use both chatbots and live chat

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

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

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

Human touch and personalization needs 

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

Live chat advantage: The human touch

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

Chatbot advantage: AI learning

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

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

Solution: Use both chatbots and live chat

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

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

Live chat conversion and sales.

       

Consistency and accuracy

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

Chatbot advantage: Consistency

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

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

Live chat advantage: Accuracy

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

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

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

Solution: Use both chatbots and live chat

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

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

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

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

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

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

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

Self-service order management

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

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

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

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

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

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

Order management in live chat.
ALOHAS
         

Quick answer flows

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

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

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

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

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

Quick Response Flows in chat widget.

         

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

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

Self-service in chat.
Jaxxon
         

Autoresponders

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

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

Here’s how the flow works:

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

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

Keep customer service running 24/7

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

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

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

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

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

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

Combine automation and human interaction for the strongest customer experience

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

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

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

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

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

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

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

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

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

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

Read more about our chat offerings by clicking here.

Customer Delight Is A Losing Strategy in Ecommerce: Here’s What’s Better

0 min read . By Jordan Miller
By Jordan Miller

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.

Why “surprise and delight” is not a viable customer service strategy

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. 

Customer service interactions tend to drive disloyalty, not loyalty

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.

Most customer service interactions make customers less loyal, not more loyal.
The Effortless Experience

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. 

Ecommerce customer delight isn’t linked to loyalty (and it’s expensive)

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.

Support’s biggest impact is to mitigate disloyalty by reducing customer effort

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:

  • Multiple contacts to resolve an issue
  • Repeating information
  • Getting transferred between channels

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.

image

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. 

How to minimize customer effort: The better version of surprise and delight

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:

1) Offer self-service functionality on your website

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:

Steve Madden
Steve Madden

Learn more about self-service order management with Gorgias.

2) List answers to pre-sales questions in a help center

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:

  • Is it the right size for me?
  • Is it compatible with products I already own?
  • Can I return it if I’m dissatisfied?
  • Will it arrive before the holidays?

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.

3) Use forward resolution in customer support to avoid unnecessary follow-ups

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:

image

Learn more about resolution time from Gorgias’s Director of Customer Support.

4) Know more, ask les‍s

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.

image

Learn more about Gorgias's customer sidebar (and how it helps you better understand and serve your customers).

5) Make your support more convenient with automation and omnichannel

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?”

Gorgias

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.

{{lead-magnet-2}}

6 ways to delight ecommerce customers (once they have a low-effort experience)

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.

 1) Offer free shipping (the new normal for customer satisfaction)

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.

Woxer delights customers by offering free shipping on qualifying orders.
Woxer

For more help on how to offer free shipping without losing too much money, check out our guide to offering free shipping.

2) Launch a customer referral program

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.

3) Post user-generated content on social media

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:

Marine layer
Marine Layer

4) Use loyalty programs to reward VIP customers

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. 

Learn more about how esmi uses Gorgias and Loyalty Lion to improve loyalty program enrollment rates and double the lifetime value of its loyal customers. 

5) Celebrate customer milestones for loyal customers

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.

{{lead-magnet-1}}

6) Optimize proactive customer service across the customer journey

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.

Delight and retain your ecommerce customers with low-effort support 

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.

Table of contents