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Customer Service Automation Guide

Customer Service Automation: 14 Types of Automation + the Risks, Rewards, and Best Practices

Blog
Customer Service Automation Guide

Customer Service Automation: 14 Types of Automation + the Risks, Rewards, and Best Practices

A recent McKinsey survey asked customer service leaders about their top priorities in 2023. The most common answers were retaining top talent, driving efficiency to cut costs, and investing in artificial intelligence (AI) solutions. In other words, two of the top three priorities involve customer service automation. 

In support, automation can be a scary word: Isn’t automated customer service a bad customer experience? Frustrating chatbots are indeed something to be wary of, customer support automation can actually greatly improve your customer experience while saving your team hours per week on tedious, repetitive tasks.

This is your one-stop-shop guide to customer service automation. We’ll start by sharing some examples of customer support automations that automatically answer customer queries. Then, we’ll move on to some customer support automations to help your support reps skip repetitive tasks and become more productive. 

What is customer service automation?

Customer service automation refers to using technology and software to handle customer interactions and other tasks without human effort. It's like having a virtual assistant that can quickly respond to common questions, process orders, solve simple customer issues, and anything else to make things easier and faster for both customers and businesses.

Customer service automation could include automated answers, ticket triage, ticket tagging, and so much more. 

7 types of customer service automations to answer customer questions

This first set of support automations gives customers an answer without any agent interaction.

1) Automatic responses

Automatic responses (also called canned responses or Macros) are pre-written responses that get sent to the customer when certain conditions are met. You can send automatic responses for a variety of scenarios, including:

  • Letting customers know you received their message and will respond soon
  • Sharing your business hours and telling customers when you’ll be back
  • Answering basic inquiries (like “Where is my order?”)

With the right customer service software, you can send these automated responses on every channel (email, live chat, SMS, WhatsApp, and social media). 

How to set up automatic responses

In your customer service software, you can set up Rules (or automated workflows that fire when certain conditions are met). Tools like Gorgias use AI to scan each incoming ticket and — when the ticket meets the pre-determined conditions — execute the Rule.

Here’s an example from Berkey Filters of an automatic response to let customers know an agent is on their way:

Automated responses to an incoming question, letting the customer know an agent is coming.

         

And here’s an example of an automatic response for customers inquiring about the status of their order.

Automatic response to a customer asking about the status of their order.
         

2) AI chatbot

An AI chatbot responds to questions that customers ask in your live chat. Unlike automatic responses, which are pre-written by humans and fire when certain conditions are met, chatbots respond to every message. 

The benefit is that AI chatbots can try to respond to any type of question. The drawback is that AI chatbots don’t always have helpful or relevant answers. This can lead to a confusing and frustrating experience for customers. 

How to use an AI chatbot

AI chatbots don’t require any setup; you just have to buy and install them. Some automated helpdesks come with a chatbot, while other helpdesks integrate with standalone chatbots. For example, Gorgias integrates with Siena AI

Check out our list of the best customer service software to find the right solution for you.

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3) Knowledge base (or FAQ page)

Knowledge bases and FAQ pages are libraries of pre-written questions and answers that customers can use for self-service.

Automatic response to a customer asking about the status of their order.

         

Technically, knowledge bases and FAQ pages aren’t automated. They offer static content and don’t use any sort of advanced technology to help you skip tasks. However, they help you skip answering tickets by proactively giving customers information that would have otherwise become a customer support ticket. 

How to set up a knowledge base

To get started, you can simply create a page on your website with frequently-asked questions. Most likely, your website platform includes an FAQ page template — but here’s an FAQ page template, if you need one. 

When you want to upgrade to a full-blown knowledge base, you can find plenty of standalone customer knowledge bases or use a customer support software with a built-in knowledge base.

For instance, Gorgias’s Help Center lets you host a searchable, categorized library of help content — plus, other self-service resources like Flows and self-service order management (both of which we’ll cover below). 

📚 Want some examples of FAQ pages? Check out our list of examples of FAQ pages.

4) Article recommendations

With a robust knowledge base, you want to make sure the most helpful gets discovered when shoppers need it most. One way to do this is to use AI to automatically send articles to customers who ask a questions that's covered by one in your knowledge base.

This is a great way to instantly answer customer questions with detailed answers — including images, videos, and other rich elements that you can add to your Help Center.

image

         

How to set up AI-powered Article Recommendations

Gorgias's AI scans every incoming message. When it detects that an incoming live chat or email message could be answered by an article in your Help Center, it send the message to the customer. It also gives the customer a prompt — "Was this helpful?" — that lets customers get in touch with a human agent if they still have questions.

Here's an example of Gorgias's Article Recommendations on Parade's website:

image

         

Note: You can activate Gorgias Article Recommendations without making your Help Center public. You just need to create articles in the Gorgias Help Center (but not share them externally) and activate Article Recommendations. Gorgias will treat your un-published Help Cetner like a hidden library to send to customers when appropriate.

5) Self-service FAQs

Self-service FAQs are buttons customers click to get instant, pre-written answers. Whereas, automatic responses require input from customers, self-service FAQs don’t require customers to type anything out — they just click a button for an answer.

Here’s an example of self-service FAQs from ALOHAS:

Automated FAQs in the chat.

         

How to set up self-service FAQs

The easiest way to set up self-service FAQs is to use a helpdesk or live chat software. 

In Gorgias, self-service FAQs are handled by a feature called Flows. Flows can even be interactive, prompting customers to share information (like their preferences or location) to give a more helpful, personalized answer. Here’s an example of Flows from VESSEL:

Interactive automation in the chat widget.

         
Flows give customers an easy, automatic answer to a lot of questions they would normally have. If we just had one response, we would link our FAQ page, but they don't always read that. Flows allow them to interact and get specific answers.
—Alisa Ogden, Sales Manager at VESSEL

6) Self-service order tracking

For the average brand, “Where is my order?” (WISMO) is the most common question, accounting for 18% of incoming requests. And based on math from 12k Gorgias merchants, the cost of answering those tickets manually is $12/ticket. 

The cost of answering questions manually.

         

You can offer self-service order tracking to empower customers to track their own orders. This is more convenient for customers, who don’t have to type out a message or wait for an answer. It’s also more streamlined for your support team, who now has to deal with 18% fewer tickets, and can focus on higher-value interactions. 

How to offer self-service order tracking

Some chatbots can track the status of your order, but most have a hard time handling those kinds of requests accurately and with real-time data.

If you use Gorgias, you can use Order Management Flows (part of Automate) to let customers see the status of their order in real-time, in your site’s chat widget and Help Center:

Track orders with automation.

         

📚 Want to learn more? Check out our complete guide to providing order tracking

7) Self-service returns and cancellations

After questions about order status, the most common support questions are “Can I cancel my order?” and “Can I get a return?” Automating these return and cancellation requests can be a major time-saver for customer service teams. 

Even if you don’t completely automate the returns process — some brands like to have a human approval process — you can automate the return request process. It’s much easier than getting an email that says “I need to return something,” and having to go back and forth to get all the details. 

How to offer self-service returns and cancellations

The best way to automate the returns process is to set up a self-service return portal with a tool like Loop Returns. Loop makes it easy for customers to log in, select a recent order, and return or exchange it — completely on their own.

Loop even gently urges customers toward a return, to protect your company’s revenue from expensive returns. 

Return products with automation

         

To automate the request process for returns and exchanges, you can use a tool like Gorgias. Gorgias Order Management Flows let customers request a return, request a cancellation, or report an issue with their order in an easy, structured way. They don’t have to type out a message — just log in and make a few clicks. 

Here’s an example of Order Management Flows in Loop Earplug’s chat widget (they’re also available in the Help Center):

Automated return request process.

         

You can even integrate Loop and Gorgias to send customers to your return portal from your chat widget:

Integrate Gorgias and Loop

         

📚 Interested in improving your returns? Read our guide to reducing returns in ecommerce. 

7 types of customer service automations to make agents more efficient

This second set of support automations doesn’t give automated answers; instead, it helps agents work faster, improving the efficiency and productivity of your team (giving them time to focus on human tasks). 

1) Personalizing messages

Even if you send responses manually, you can use automation to help personalize the messages. Specifically, you can use variables that automatically pull customer information (like order numbers, addresses, and more) into the message. 

This helps your customer service agents offer the most relevant, accurate information possible without forcing them to switch tabs and copy/paste the customer’s information. 

📚 Read more: Get more tips to offer more helpful, personalized customer service

How to automatically personalize messages

Every customer support platform offers some version of variables to help you personalize support messages — even Gmail, if that’s what you’re using. However, the best solutions can pull from your other apps to broaden the scope of possible variables. 

For example, Gorgias has 100+ ecommerce integrations so you can pull customer information from Shopify, marketing software, subscription software, shipping software, and more. This makes Gorgias a CRM of sorts: It gathers and stores customer data that you can use to personalize the interactions. 

With Gorgias, these variables can even be used in automated responses (on top of responses your human agents send):

Automatically personalize messages

         

2) Assigning tickets

If each of your tickets need to be manually reviewed, you’re adding to your set of customer service challenges, and eating up tons of time. If a generalist agent receives every ticket and manually passes technical or escalated tickets to the right person, you’re delaying the resolution times for those key tickets. 

Instead, you can set up automation that scans incoming tickets and automatically assigns tickets to specialized teams, like Level 2 team for complex issues or a team of Support Engineers for technical questions. 

How to automatically assign tickets

Most helpdesks include features to automatically assign tickets. To get started, you’ll need to set up assignment conditions. Helpdesks like Gorgias scan every incoming ticket to understand the tone and contents. Then, it can automatically assign tickets based on what it finds based on your set conditions.

You can get creative with these assignments. For example, you can assign: 

  • Repeat customers to a VIP support team
  • Subscription questions to a subscription team
  • Wholesale questions to a specialized team

Here’s an example of a Gorgias Rule that automatically assigns incoming live chat tickets to a dedicated team:

Automatically assign tickets

         

3) Prioritizing tickets

Just like assignments, ticket prioritization is another valuable automation. It can remove a manual step if you currently have someone triaging all incoming tickets. Plus, it can make your team more strategic and effective by ensuring you answer time-sensitive or high-value tickets before it’s too late. 

For example, you can automatically prioritize pre-sales questions that come in on live chat — these kinds of questions often block sales for someone who’s actively shopping on your site. 

How to automatically prioritize tickets

You can prioritize incoming tickets in your helpdesk with Rules, or configurable automations. Just like ticket assignments, Rules fire off automations when a ticket meets certain criteria — including support channel, ticket intent, sentiment and tone, and hundreds of other factors. 

Here’s an example of a Rule that prioritizes tickets about orders that were placed in the last two days:

Automatically prioritize tickets

         

The logic here is that you want to see tickets about recent orders in case someone needs to cancel or change their address — you can catch it before the order ships, saving on unnecessary shipping costs.

Want to get strategic with ticket prioritization? Read our Director of Support’s guide to prioritizing customer support requests

4) IVR (Interactive Voice Response)

If you offer voice support, interactive voice response (IVR) is an easy way to automatically route customers to the right agent and even answer some basic questions without talking to an agent at all. 

Have you ever called a business and been told to press 1 for hours, 2 for electronics, and 3 for all other questions? That’s IVR. It saves agents and customers alike tons of time transferring calls and answering repetitive questions. 

How to use IVR to automate voice support

Most phone support systems include IVR — you just have to decide how you’ll map out your IVR automated system and set it up. Remember, IVR can automate two things:

  1. Answers: Customers can press a number to get a pre-recorded message, answering common questions without speaking to an agent.
  2. Ticket routing: Customers can press a number to get directed to the right team, department, or location’s phone line.

If you use Gorgias support, you can set up IVR with voice recordings or text-to-speech:

Interactive Voice Response in Gorgias

         

5) Ticket tagging

When agents process tickets, giving a helpful answer is only part of the job. Another key element of support is tagging tickets. Tags help you:

If agents have to manually tag each ticket, you’re adding a time-consuming step to the process. More importantly, you’re opening yourself up to human error. If an agent rushes through their work and misses a few tags, this could skew your data and reporting and cause bigger issues down the line. 

Luckily, automation never has an off day.

How to automatically tag tickets

The right helpdesk tool scans incoming tickets and can tag them based on the ticket’s channel, contents, tone, and more. In Gorgias, this automated ticket tagging happens through Rules. 

Here’s a Rule that automatically tags tickets as Urgent when they contain key words that indicate the customer accidentally made an error while ordering and needs to update the order before it ships. 

Automatically tag tickets

         

You could use a similar approach to automatically tag tickets with customer feedback, shipping issues, product malfunctions, and so on. 

6) Closing spam tickets

Another helpful automation helps agents identify which messages don’t need attention. 

If your email is publicly available, it’s only a matter of time before you’re added to spam marketing lists. For instance, if your email address is connected to Shopify, you’ll get automated emails for every payment notification. Agents don’t need to deal with these, and you can save time by using automation to clear them from the queue. 

How to automatically close spam tickets

You can set up Rules in your helpdesk to automatically detect and close tickets that don’t need an agent’s attention.

Here’s an example of a Rule that targets payment notifications by identifying messages that contain words like “Payment received” or “You received a payment,” as well as messages from emails starting with “noreply@” or “donotreply@.”

Auto-close tickets

         

Gorgias’s Automate also automatically closes all no-reply tickets. Thanks to Gorgias’s always-improving machine learning, you don’t have to set up a Rule.

7) Proactive chat campaigns

Most customer service is reactive; answering incoming questions and resolving incoming issues. However, top brands know to offer robust proactive customer service. One way to do that is by reaching out to shoppers actively browsing your website. 

With the right automation tools, you can automatically reach out to shoppers, targeting certain browsing behaviors and customer attributes (to ensure you reach the right person at the right time). These are called chat campaigns. 

Proactive automated chat campaigns

         

How to automate chat campaigns

With Gorgias, you can easily set up chat campaigns to target visitors based on a wide variety of factors:

  • Total value of the shopping cart
  • Goods added to the cart (based on product tags)
  • Visiting particular page
  • Time spent on a particular page
  • Time spent on the website
  • # of visits (new vs returning user or x# of times)
  • Intent to exit the page
  • Type of device
  • Time of purchase
  • Time of visit (during or outside business hours)
Proactive automated chat campaigns

         

Once you set up the automation, you can write a message that lets the customer know you’re available to answer questions, reminds them of a promotion, offers a special incentive, and so much more. 

If the customer replies, they’re connected with a live chat support agent and can get any additional information. 

Biggest benefits and risks of automating customer service

Benefits of automating customer service

Why invest in automation? The main reason is to achieve more efficient customer service processes. But let’s drill down into some of the specific benefits.

Faster responses

Automated customer support has a 0-second response time — even the fastest agents could never respond to customer requests that quickly. While automation answers simple inquiries, your team is free to jump on complex issues.

While some brands think that automation ruins the customer journey, response and resolution times are one of the most important customer service metrics to boost customer satisfaction (CSAT).

No human errors

For some issues — like complex or sensitive ones — a human touch goes a long way. But for repetitive, rote interactions, the “human touch” might mean forgetting a step or explaining something poorly. When automation is set up correctly, it never makes an error.

Low costs

Research from McKinsey found that companies save 20-40% on customer service costs with an effective rollout of automation technology. While automation shouldn’t take jobs away from human agents, it can help businesses grow without burning out their agents or falling behind on tickets.

Your tool’s pricing may vary, but Gorgias’s Automate handles an average of 30% of all tickets, for 1/5 the cost of a customer service agent. 

Frees human agents for more complex tasks

Your agents have better things to do than copy/paste order statuses. As automation handles more menial customer service tasks, your team can ensure they’re providing the best experience to higher-value customers and more complex issues. 

24/7 support

Your business might not have the resources to staff a 24/7 support team, but by automating customer service — even the most basic functions — you can offer a layer of 24/7 support. 

Accurate answers and consistent brand voice

People have different communication styles and personalities. They can also make mistakes and cut corners. Onboarding reps may even give the wrong answer while trying to keep up.

Automation is an avenue for ensuring answers are on-brand and accurate. This helps give customers a consistent experience and also helps prevent newer staff members from making unnecessary mistakes.

Works across channels

Customers expect to reach you through a variety of channels, including email, social media, phone, SMS, and more. As your team explores an omnichannel support strategy, customer service tools with automation features can streamline your progress. 

Potential risks of automating customer service

Frustrating customers

When automation is used in the wrong ways, it creates a terribly frustrating experience for customers. 

AI chatbots are a great example: While they can answer some basic questions, they might also attempt to answer complex questions but return with inaccurate answers. If customers can’t easily get in touch with a human, they’ll leave your site.

The best course of action is to use automation that consistently improves specific parts of the customer experience. Avoid supposedly catch-all solutions. And always give people an easy way to contact a real person. 

Robotic answers

Automation — especially generative AI, which writes messages from scratch — can be stiff. Rather than rely on automation to draft messages to customers, consider using automation that triggers a pre-written message from humans (adding customer data where appropriate). 

This grants you the benefits of automation while still ensuring the customer gets an on-brand, accurate, and human-sounding message. 

Missed opportunities for upsells

If AI automation is responsible for managing too many customer interactions, it might not notice or take advantage of clear opportunities to upsell or cross-sell customers. 

For example, if a customer claims their device dies too quickly, your chatbot might generate tips for them to make their battery last longer. A human agent might do that plus send a link to an upgraded device that lasts longer.

The best course of action, again, is to avoid over-relying on automation. Choose automation that’s really great at automating specific tasks, so human agents are still integrated into the process and can capitalize on these particular situations. 

Technical glitches

Automation, like any technology, is subject to the occasional glitch or downtime. While this shouldn’t scare you away from using automation, it’s a good reason to avoid over-relying on automation to complete all your customer service duties.  

Best practices of customer support automation

Automation is only helpful if it’s strategic and set up correctly. Here are some automation best practices to keep in mind:

Always offer a clear path to humans

Never trap your customers in automation (or chatbot) hell. Always offer a clear path to human support. 

The most common example is in the chat widget. Even if a human isn’t immediately available, at least give customers a way to submit a message that your agents answer via email once they’re available. 

If you use Gorgias, every automated interaction offers customers a clear path to talk to an agent. Here’s an example of this in action from Steve Madden:

Automated interactions with a clear path to human support

         

Don’t try and trick customers

Customers generally appreciate the speed and convenience of automation. But they get grumpy when they think they’re chatting with a human, and get an inaccurate, robotic response. 

When you’re sending automated messages, consider labeling the message as Automated to be transparent with customers. In Gorgias, automated messages are labeled as automated, and you can choose an avatar that sends automated messages. 

Here’s an example of this in action from Loop Earplugs:

Be honest about what is a human interaction and what is an automated interaction

         

Use automation to personalize more, not less

One fear of automation is the robotic, inhuman tone of messages. But automation can actually help you personalize conversations more. The trick? Use on-brand, pre-written messages and introduce variables that automation fills in with customer data. 

In Gorgias, you can use a wide variety of variables to populate the automated message with the customer’s name, shipping address, order status, estimated delivery date, and much more.  

Automated Macros in Gorgias

         

Choose software built for specific purposes

There’s no such thing as one-size-fits-all automation software. If you’re selling software or a subscription-based SaaS platform, you’ll likely need a different toolset than a vendor selling clothing or tea via an ecommerce website.

Daily interaction types are going to vary considerably. For instance, customer support at a clothing company will deal with sizing and out-of-stock issues or returns and exchanges. None of those needs apply to a B2B software company.

Rather than choosing automation that claims to work for each of these different use cases, choose automation custom-built for your unique needs. 

Always maintain the software

Automation isn’t set-it-and-forget-it software. You should consistently review automated interactions and be prepared to tweak your automation software to ensure:

  • It works as expected and without (frequent) errors
  • Customers are successfully reaching resolutions with automated answers
  • You’re adding new applications to maximize the value of automations

Empower humans, don’t replace them

The best automation replaces tasks that don’t need human input, like repetitive tasks that humans find tedious.

Instead of turning to automation as a replacement for a human team, look for ways automation can speed up the work of humans or let humans focus on complex problem-solving and conversations that require empathy and human interaction. 

Choose low-code tools

Be sure you’re choosing a tool that aligns with the technical abilities of your team — especially if you don’t have any highly technical staff. Most customer service software companies now design their products with non-technical users in mind, as a result.

Mind data security and privacy

Automation introduces a small amount of risk when it comes to data security and privacy. When shopping for customer service automation software, be sure to check the vendor’s security. At a minimum, look for software that has single-sign-on (SS), SOC 2 Type II certification, and HIPAA compliance. 

Discover Gorgias, the automated support software built for ecommerce

Gorgias is the customer service platform built exclusively for ecommerce companies, and powered by a suite of AI and automation features. Your agents will save hours per week by cutting out tab-switching, copy-pasting, and manually assigning and tagging tickets.

Gorgias also features the Automation Add-on, which includes a variety of self-service features to help your customers get instant answers to basic questions. Automate users can automate 30% of all customer interactions — up to 45%, for top users!

To learn more about Gorgias and Automate, book your demo today.

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FAQ’s

How do you automate customer service?

Customer service tasks can be automated with ecommerce-based helpdesk tools such as Gorgias. Gorgias is made for online businesses and includes automation features like Macros, Flows, and chatbots that allow you to automate sending confirmation emails, answering repetitive customer questions from your website and social media, order management actions, and many more.

Which customer service features should be automated?

Customer service features such as order confirmation and tracking emails, FAQs, customer survey should be automated to relieve your support team from answering repetitive questions.

How do you add live chat to your online store?

Gorgias includes a live chat widget that can be easily added to your online store. Simply go to Settings and click Chat, found under Channels on the left menu. Click the Add Chat button, located at the top right-hand corner, and set up your first chat widget. You can customize the widget to match your brand image with custom colors, support agent avatars, and more.

What are macros in automation?

In automation, macros are pre-made responses used to quickly accomplish recurring and repetitive tasks.

What is the best no-code CS automation software?

The best no-code customer service automation software is Gorgias, an AI-powered helpdesk software that can be set up without coding knowledge. Gorgias helps customer support teams manage tickets, orders, and inquiries in one window without additional plugins or apps.

Author
Jordan Miller
Product Marketing Manager - Automate at Gorgias
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Jordan Miller
Product Marketing Manager - Automate at Gorgias
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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

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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:

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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.

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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.

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

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

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

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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

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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.

9 Ways To Improve Your CSAT Score and Response Rate

0 min read . By Bri Christiano
By Bri Christiano

Every year, businesses lose a total of $75 billion due to poor customer service. To prevent bad experiences with support from limiting your company’s growth, you need to prioritize improving customer satisfaction with a fast, low-effort, and helpful customer experience. 

Most brands would agree that customer satisfaction is important, but few realize just how much interactions with customer support matter for your revenue. In our analysis of over 10,000 online businesses, we found that raising CSAT score by just one point — from 4 to 4.9 — lifts overall revenue by 4%. 

In this article, we’ll dive deep into a metric that tells you a lot about your company’s customer experience and revenue potential: customer satisfaction score (CSAT). We’ll offer nine strategies to help you measure and boost your CSAT score, and share some tips to get more customers to rate their satisfaction so you have the best data to work with.

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The most important ways to improve CSAT scores and response rates

If you're looking for a quick summary, you've found it! Here are the top ways to raise CSAT and response rates:

  • Review CSAT scores under four and look for common themes
  • Reach out to low-scoring customers and ask them follow up questions
  • Automate repetitive tasks to free up time for agents to help with more complex or unique questions
  • Look for opportunities to improve the product experience and customer journey beyond the agent level
  • Automate CSAT surveys after positive customer service interactions
  • Personalize your CSAT email or incentivize longer CSAT responses

What is customer satisfaction (CSAT) score?

Customer satisfaction (CSAT) score is a customer support metric that measures how a customer feels after an interaction with your brand’s customer support. Brands measure CSAT by sending out customer satisfaction surveys as a follow-up to customer service interactions. The survey simply asks customers to rate the interaction on a scale from 1 to 5, 1 being the worst and 5 being the best.

An illustration with thumbs up and thumbs down, with CSAT in the middle.

While customers rate the interactions between 1 and 5, many company’s run scores through a formula that will spit out an overall CSAT score somewhere between 0 and 100. However, we at Gorgias keep CSAT simple and just average all CSAT responses for an overall score from 1-5. Our recommended goal for CSAT is 4.8.

On top of the numeric score, CSAT surveys also usually include a field for customers to explain why they chose that rating. This qualitative feedback is a hugely important benefit of measuring CSAT because they help you understand your customer support’s strengths and weaknesses.

CSAT Formula

One way to calculate your overall CSAT score is to divide the number of respondents who rated their interaction as 4/5 or 5/5 by your total number of CSAT survey responses. Then, multiply by 100. The number you are left with is your company's overall CSAT score.

The CSAT formula: divide the number of respondents who rated their interaction as 4/5 or 5/5 by your total number of CSAT survey responses. Then, multiply by 100

For example, if you have 500 CSAT responses and 400 of those responses are positive (4/5 or 5/5), then your CSAT score is 400/500 x 100 = 80.

However, you can also keep things simple by taking the average of all your CSAT responses and using that as your CSAT score. That’s what we do at Gorgias: If a company’s CSAT responses are 50% 4 and 50% 5, their overall CSAT score is 4.5.

What’s a good benchmark for CSAT score?

The average CSAT score varies from industry to industry, but here’s a general breakdown of CSAT score by industry:

A breakdown of good CSAT scores for industry.
Source: Retently
  • Consulting: 85
  • Healthcare: 79
  • Ecommerce: 74
  • Digital marketing agencies: 67
  • B2B software and SaaS: 65
  • Education: 47
  • Consumer services: 20
  • Communication and media: 16

As mentioned, we at Gorgias simply average all CSAT responses to result in a score from 1-5. We recommend our customers, all of whom are ecommerce merchants, aim for a CSAT score of 4.8.

That said, if your CSAT score doesn’t line up with your industry, don’t be discouraged. Every brand starts somewhere. Rather than focusing on your industry’s benchmarks, focus on the changes you can make to improve your CSAT score one point at a time, month after month. You might even see your CSAT score shoot up when you start collecting more responses or start tweaking your customer service offerings. 

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9 strategies to improve CSAT score fast

The main point in tracking your CSAT score is to look for ways to improve it. If you would like to start creating more satisfied customers, here are nine effective tips to try:

  1. Audit CSAT scores under 4/5 and look for common themes
  2. Use natural language processing (NLP) to find common themes in CSAT feedback
  3. Reach out to low-scoring customers for deeper feedback
  4. Create a system to measure ticket quality objectively
  5. Bolster your customer service training and resources around problem areas
  6. Automate repetitive tickets to free up more time for agents
  7. Look for opportunities to improve the product experience and customer journey beyond the agent level
  8. Implement customer service best practices like omnichannel, proactive, and self-service support
  9. Activate instant messaging channels like live chat, social media DMs, and SMS

1) Audit CSAT scores under 4/5 and look for common themes

Positive CSAT survey responses are great, but negative responses tend to offer the most value. Auditing CSAT responses lower than 4/5 can help you identify common themes and issues harming customer satisfaction.

If you use Gorgias, you can go to Statistics > Satisfaction to see every single ticket in chronological order and investigate tickets four stars and under:

A list of CSAT responses from the Gorgias platform, all rated from 1-5 stars.

Jot down common themes that pop up and tally up the number of tickets that mention those issues: Wait times, unclear answers, and unresolved product issues are all common offenders. Issues with lots of tallies are likely to be high-impact opportunities for improvement. For instance, if long wait times are a common theme in your negative CSAT responses, then you know what your support team will need to do in order to improve customer satisfaction — find ways to reduce wait times.

2) Use natural language processing (NLP) to find common themes in CSAT feedback

As your brand grows and receives more tickets, analyzing every single low-scoring CSAT response may not be possible. If you don’t have an internal team to help you analyze large amount of data, a thematic analysis tool that uses natural language processing (NLP) can quickly scan all your tickets and look for common themes.

Here’s how the process works:

  • Download all your CSAT scores — if you use Gorgias, you’ll find a CSV download button in your Satisfaction dashboard
  • Run your downloaded file through a thematic analysis tool like Thematic
  • Watch the tool turn a mountain of scattered responses into a list of common keywords, pain points, and themes 
  • Study those themes to gain important insight into your customers’ needs

Just like we described above, these themes help you isolate one or two areas to work on at a time, which is the most strategic way to improve your CSAT score.

3) Reach out to low-scoring customers for deeper feedback

CSAT surveys are great for forming a general idea of a customer's satisfaction level, but they don't always tell you everything you need to know. Even with the open-ended field, you may not get much detail about why customers pick a certain rating. In cases where customers give your company a low CSAT score, reaching out to them to get detailed feedback could reveal more about how you can prevent low scores in the future.

4) Create a system to measure ticket quality objectively

One issue that may cause lower CSAT scores is poor or inconsistent responses coming from your team. Creating a detailed rubric that breaks down what a quality ticket response looks like can provide both a valuable template for your agents and a more comprehensive system for objectively measuring ticket quality. By aligning your team’s efforts around this kind of rubric, you’ll be much closer to providing satisfying responses to all customer inquiries. 

In the rubric, you can include aspects like response time, accuracy (with company policy), alignment with brand voice and tone, and anything else you believe contributes to a great customer service interaction for your brand. 

What causes customer satisfaction? Speed, helpfulness, correctness, and friendliness (or adherence to brand tone).

While the purpose of the rubric is to help agents create responses that get high satisfaction scores, that may not always be the case. For example, if your brand voice is very punny and whimsical, a response with lots of puns will score high on the rubric. However, that ticket might not be clear enough to be satisfying for the customers. If you notice that interactions score high on your rubric but low on CSAT, then you may need to update the rubric.

5) Bolster your customer service training and resources around problem areas

Once you use CSAT surveys to identify areas with room for improvement, it's time to put that data into action. Bolstering your customer service training and resources can help you eliminate specific issues harming the customer experience and improve your CSAT score.

Creating an internal knowledge base so that agents have easy access to the information they need to assist customers can be one effective way to bolster the quality of your customer support. Providing your agents with templated responses is another way to ensure that every customer interaction is satisfactory and on brand.

6) Automate repetitive tickets to free up more time for agents

When agents have more time to give each support ticket their undivided attention and A+ effort, customer satisfaction is bound to improve. But chances are that most tickets that your company receives don't actually need an in-depth response from a live agent. And if those repetitive tickets take up too much time, agents won’t be able to take the time to give a high-quality response when it’s needed.

Support tickets such as "where is my order?" inquiries, common product questions, and other repetitive tickets take time and resources away from more complex tickets requiring a more detailed and personalized response. 

By using Gorgias to create automated responses to these repetitive tickets, you can free up time in your support team's daily schedule so that they can put more focus and effort into high-value or complex tickets. Specifically, you can use:

7) Look for opportunities to improve the product experience and customer journey beyond the agent level

Customer satisfaction doesn't begin with customer support, and it doesn't end there, either. Along with boosting customer satisfaction by improving your customer support quality, you can also improve your CSAT score by searching for opportunities to improve the customer experience beyond the agent level.

This can include: 

Of course, your support team will need to pass along customer feedback with ideas to improve the product and customer experience. Check out our post on collecting and sharing customer feedback for tips.

8) Implement customer service best practices like omnichannel, proactive, and self-service support

Meeting customer expectations regarding customer support is one crucial key to high CSAT scores. Consider incorporating customer support best practices like the following three suggestions to meet those customer expectations.

Omnichannel support is the strategy of creating and uniting customer touchpoints on many channels: email, social media, SMS texting, and more. An omnichannel approach gives you more chances to meet customers where they’re at. Plus, with a helpdesk that combines all of these channels, you can easily manage incoming messages without having to spend half your day switching between windows.

Omnichannel support connect all customer touchpoints, like email, social media, SMS, and more.

Customer self-service is any tool or resource that helps customers answer questions without having to reach out to an agent — resources like FAQ pages and knowledge bases, self-service flows, or chatbots. 88% of customers expect self-service resources because they are fast and low-effort. Fortunately, self-service resources also reduce the number of repetitive tickets your agents receive on a day-to-day basis. 

Self-support improves CSAT through automation, how-to content, and knowledge bases.

Proactive customer service is a strategy to reach out to customers before they think to reach out to support. Common self-service tactics include live chat campaigns that ask customers if they need help while browsing your site or welcoming customers with a DM when they follow your social media profiles. Proactive customer support gives you more opportunities to answer customer questions, offer discounts that boost your conversion rate, or find new ways to make happy customers.

Boost sales by proactively chatting customers to suggest products, answer questions, and offer discounts.

9) Activate instant messaging channels like live chat, social media DMs, and SMS

Slow response times are another common customer support issue that can harm customer satisfaction. If you notice that long wait times are a recurring complaint in your low-scoring CSAT responses, introducing touchpoints that allow fast, one-to-one interactions can lower your response times (and hopefully, by extension, your CSAT score). 

The most effective of these conversational channels include live chat, social media DMs, and SMS texting. These real-time support channels enable your agents to quickly handle multiple tickets at a time, without hours of delay, which is common in emails. 

If you have the bandwidth to keep up with these channels, they can dramatically improve response times and resolution times. That said, be sure you’ve hired enough agents to respond to requests on these live channels within the first few minutes to keep your customer experience great.

Customer service messaging channels include SMS, live chat, DMs, Facebook Messenger, and WhatsApp

Tips to improve CSAT survey response rate

CSAT survey responses are valuable, and collecting as many of them as possible is important. However, customers aren't always going to jump at the opportunity to fill out a survey. To improve your CSAT survey response rate and start collecting more valuable customer feedback, here are a few effective tips:

  1. Automate CSAT surveys after customer service interactions
  2. Send CSAT surveys while the interaction is still fresh
  3. Keep CSAT surveys simple — at least 90% of the time
  4. Make the survey visual
  5. Personalize your CSAT survey email
  6. Give incentives for CSAT responses

1) Automate CSAT surveys after customer service interactions

You should send out a CSAT survey following every customer interaction. One great way to ensure that every customer is sent a survey without further burdening your support team is to send these surveys out automatically.

With Gorgias, you can create CSAT surveys that send automatically following every customer service interaction, ensuring that every customer gets the opportunity to leave feedback.

Gorgias lets you send automated CSAT surveys a set time after every customer support interaction

2) Send CSAT surveys while the interaction is still fresh

Customers are more likely to respond to a CSAT survey when the interaction is still fresh on their minds. It is typically best to send out CSAT surveys immediately following a customer interaction.

The only exception is if you have a particularly complicated product, like a piece of software that the customer needs to set up. That’s because the customer might still need to configure something before they know whether or not your support team effectively addressed the pain point. But for most products, the sooner the better.

3) Keep CSAT surveys simple — at least 90% of the time

While detailed feedback is great, most of your customers won't be willing to answer dozens of survey questions. It's usually best to keep your CSAT surveys short and simple. A single question that asks customers to rank their satisfaction on a scale of 1 to 5, along with an optional form for providing more detailed feedback, is the tried-and-true best format for CSAT surveys.

With that said, there are certainly times when you will want to reach out to customers for more detailed feedback. We've already mentioned how reaching out to low-scoring customers can be a great way to identify issues and take another stab at satisfying them. However, it's best to use these long-form surveys and feedback requests as a follow-up to low-scoring CSAT survey responses instead of the initial survey.

4) Make the survey visual

Making it fun and interesting for customers to fill out your CSAT surveys can go a long way toward boosting your response rate. One simple way to make your surveys more appealing is to include visually engaging elements such as buttons, images, and stars:

A collection of CSAT responses

5) Personalize your CSAT survey email

Something as simple as including the customer's name in your CSAT survey email can add a professional touch to these emails and help ensure that customers don't mistake them for spam. Referencing the ticket number in question is another effective practice for personalizing CSAT survey emails.

6) Give incentives for CSAT responses (or long-form feedback)

It might not be sustainable long term, but offering incentives such as discount codes or gift cards for CSAT responses can certainly improve your CSAT response rate. If you can't afford to offer incentives for every CSAT response, offering incentives for customers to complete your more long-form feedback surveys can effectively gather more detailed customer feedback.

Why is keeping track of your CSAT score important?

We recommend all brands measure customer satisfaction and use CSAT scores as a key performance indicator (KPI) for the customer support team. That’s true whether you have a large in-house support crew, outsource to a call center, or are a one-person business. Regardless, keeping tabs on your customer satisfaction will pay off. Here’s why:

It’s a leading indicator of customer loyalty and revenue growth

According to Shopify data, even small ecommerce companies with less than four employees spend between $21 to $533 on average to acquire a new customer, depending on the industry. So if your strategy is too focused on customer acquisition — and not customer retention — you’re building a ship with a hole. In other words, you’ll leak revenue from existing customer churn and sink under ocean-sized acquisition costs.

A high CSAT score indicates you don’t have a hole in your ship: Your customer loyalty is high and you’ll stay afloat at a much lower cost. And the best way to keep customer loyalty high is to deliver a customer experience that satisfies your customers. 

In our CX Growth Playbook, which analyzed data from over 10,000 ecommerce merchants, we also found that raising your CSAT from 4 to 4.9 could raise overall revenue by 4%, thanks to the number of repeat purchases that follow high CSAT responses.

A graph that shows CSAT score raises repeat purchase rate by ~20% and lifts overall revenue by 4%.
Source: Gorgias

It measures the quality of your customer experience

Customer experience is complex and multi-dimensional. Everything, from the quality of your website’s FAQ page to the email customers receive after a purchase, stacks up into a customer experience that’s either satisfying or frustrating. 

Tracking CSAT scores is one of your best bets to measure the overall quality of your customer support experience. And measuring the quality of your customer support experience is the first step to identifying where you excel and where you have an opportunity to better satisfy customer needs.

It correlates to other customer service KPIs like FRT and AHT

CSAT scores tend to directly correlate with other important customer service KPIs such as first-response time (FRT), average handle time (AHT), average reply times, and resolution times. Tracking all of these KPIs gives you a fuller picture of your customer support experience. 

For example, if your CSAT score and resolution times start to fall but your response times are high, the takeaway is that your support team needs to focus on quality responses, not just fast ones. Low CSAT scores and resolution times indicate that your responses — even if they’re near-instant — aren’t solving customer needs. For example, a cause of this might agents blindly applying canned responses, or Macros, without updating information or making it relevant for the customer.

It helps you identify areas to train your customer service team

Tracking customer satisfaction can help you pinpoint the root cause of issues harming the customer experience, whether that’s slow responses, low-quality responses, or some other aspect of the customer experience that customers find dissatisfying.  For example, while auditing, you might find that many customers are upset about a discount code not applying at checkout. Only once you realize it’s a pattern might you realize that you’ve been communicating the wrong discount code to customers.

By measuring your CSAT and digging into themes across qualitative responses, you may be able to triangulate issues that need customer service training or new resources like a knowledge base. Plus, with the right helpdesk, you may be able to see CSAT broken down by a customer service agent so you can see which agents need additional training or quality assurance.

It surfaces customer feedback you can share with other teams

Above, we explained how you can use the customer feedback from CSAT surveys to improve your customer support service quality. However, you can also use it to improve other areas of your business, too. For example, your team can pass feedback regarding the product itself to your product development team. Similarly, feedback regarding your website can be routed to your marketing or software development team.

Don't use CSAT as your end-all-be-all customer satisfaction metric

A list of 12 KPIs to measure, like first-response time, resolution time, NPS, etc., all listed below.

CSAT is an insightful metric for customer support teams to track, but it doesn't tell the whole story about customer satisfaction. For example, you could have a high CSAT but never get to 10% of your tickets — those customers would not be satisfied but never get the chance to fill out a survey. Similarly, CSAT may give you a skewed sample population if only your most engaged and happy customers respond to your survey requests.

For that reason, keep an eye on other signals of customer satisfaction, like social media mentions and customer referrals. Other important metrics to track include net promoter score (NPS), first-response time (FRT), average handle time (AHT), and customer effort score (CES).

Gorgias developed a new metric called support performance score, which is our best shot at creating a single north-star metric that measures the overall quality of your support. Support performance score combines CSAT, first-response time, and resolution time to estimate how fast, helpful, and satisfying your support is. If you use Gorgias, you’ll find your support performance score in your Statistics dashboard:

Support performance score includes first-response time, customer satisfaction, and resolution time

By tracking multiple customer support and customer satisfaction metrics, you can form a comprehensive view of how satisfied customers are with your company and better identify areas where there is room for improvement.

Boost your CSAT score — and revenue — with Gorgias

Improving your ecommerce store's CSAT score can improve customer retention, boost referrals, limit negative reviews, and provide a wide range of other business-boosting benefits. 

From freeing up your team via automated responses to repetitive tickets to speeding up first-response times via SMS and live chat support, Gorgias enables you to move faster, make more happy customers, and grow your store. 

Our platform also offers tools for collecting and analyzing customer feedback automatically so that the valuable information you need to improve your customer experience further is always at your fingertips. See how our customer, Ohh Deer, uses Gorgias' live chat to maintain a 4.95 CSAT score (and generate $50,000 in revenue annually.)

Get started with Gorgias now to see how our industry-leading customer support platform can help you track and improve your CSAT score.

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