{"id":140770,"date":"2020-07-08T15:23:00","date_gmt":"2020-07-08T14:23:00","guid":{"rendered":"https:\/\/www.smartinsights.com\/?p=140770"},"modified":"2020-08-07T13:55:58","modified_gmt":"2020-08-07T12:55:58","slug":"6-chatbot-best-practices-for-e-commerce-sites","status":"publish","type":"post","link":"https:\/\/www.smartinsights.com\/customer-relationship-management\/6-chatbot-best-practices-for-e-commerce-sites\/","title":{"rendered":"6 chatbot best practices for e-commerce sites"},"content":{"rendered":"<h2>Chatbot increases conversions, not just dialog, which is why you need to understand how best to use chatbots<\/h2>\n<p>Live chatbot is not just for customer support anymore; it\u2019s a proven engagement and revenue booster. Kayako.com shares some <a href=\"https:\/\/www.kayako.com\/live-chat-software\/statistics\" target=\"_blank\" rel=\"noopener noreferrer\">compelling statistics<\/a> that show just how powerful live chat can be when it comes to engagement and conversion.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-140860\" src=\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2019\/07\/Live-chat-statistics-700x453.png\" alt=\"Live chat statistics\" width=\"640\" height=\"414\" \/><\/p>\n<p>Analytics and conversion expert Neil Patel also shares some\u00a0<a href=\"https:\/\/neilpatel.com\/blog\/how-live-chat-can-maximize-conversions\/\" target=\"_blank\" rel=\"noopener noreferrer\">conversion math related to chat<\/a>. He asserts that, with chat available, 10-50% of your visitors will engage with you on your website. If implemented correctly, one-third of those visitors should go on to become buyers.<\/p>\n<p>Even using his conservative estimates, that means a conversion rate of 3.3% through the use of chat. That\u2019s nothing to scoff at. For large-volume sites, these conversion rates and revenues add up quickly.<\/p>\n<p>Here are six tactics you can use now to drive up your live chat engagement.<\/p>\n<h3>1. Include a pre-chat survey to optimize your chatbot experience<\/h3>\n<p>A key aspect of any good user experience is efficiency \u2014 smoothing your website visitors\u2019 interactions so they can accomplish their tasks more quickly. For online chats, this means first determining what kind of contact you\u2019re dealing with \u2014 sales, support, or something else.<\/p>\n<p>If it\u2019s a sales contact, you want to know a bit more, like what type of sales contact it is. The sooner you learn this, the better you can tailor your sales pitch (or offer empathetic support).<\/p>\n<p>To learn these things, your initial chat window should include one or two pre-chat questions that serve to qualify the contact and clarify their intent. For an e-commerce site that sells low or moderately-priced products, good questions to ask are:<\/p>\n<ol>\n<li>What do you need help with? [options: Sales question, Support question, Something else]<\/li>\n<li>What is your question concerning? [for a Sales question, the options could be: finding the right product, viewing product features, ordering, checking out, something else]<\/li>\n<\/ol>\n<p>Note that the second question is based on your visitor\u2019s response to the first question (\u2018sales\u2019 in this case). To keep follow-up questions relevant, your chat app should accommodate such \u2018conditional logic.\u2019<\/p>\n<p>For an e-commerce store that sells higher-priced products with a longer sales cycle (e.g. a \u00a335,000 car), and whose purpose is to generate sales-qualified leads, you could ask:<\/p>\n<ol>\n<li>What can I help you do? [explore a specific vehicle, get an overview of {Brand X}, schedule a test drive, get customer service\/help]<\/li>\n<li>A follow-up question dependent on the answer to the first question<\/li>\n<li>What\u2019s your email? (with a clear \u2018we respect your privacy\u2019 disclaimer).<\/li>\n<\/ol>\n<p>Think about these questions carefully so you don\u2019t ask too many questions (you\u2019re just seeking clarification, not conducting a grand inquiry). A good rule of thumb: don\u2019t ask more than three questions before allowing a visitor to start their chat.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-140861\" src=\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2019\/07\/Chatbot-example-700x321.png\" alt=\"Chatbot example\" width=\"640\" height=\"293\" \/><\/p>\n<h3>2. Use a typing indicator<\/h3>\n<p>Okay, I\u2019ll admit it, I\u2019m an impatient chatter. I like to think that I am the only person the agent is chatting with (when I know, as a UX designer, that often is not the case). I want personal and super-responsive replies to my questions. If I don\u2019t get them, my attitude sours.<\/p>\n<p>You should assume that everyone using your live chat feels the same way. This means, your communications need to be fast, even like they\u2019re happening in real-time (like on a Slack channel). To do this, configure your chat app so that:<\/p>\n<ul>\n<li>Your agents can see a customer\u2019s words as they type.<\/li>\n<li>The app issues an alert when the visitor hits the \u2018Send\u2019 button.<\/li>\n<\/ul>\n<p>The first setting will address your visitor\u2019s \u2018Is anyone there?\u2019 question proactively. No one wants to wonder if they\u2019re being served; they want to know that someone\u2019s on the other end of the line, and eager to help. Yes, pauses often happen in chats for various reasons. But your visitors don\u2019t want your agents to be the cause of the pauses.<\/p>\n<p>Since your agents will be handling multiple chats, and may not always be staring at the screen (they may be asking a colleague a question, for instance) they should be notified when one of their chatters sends a message. A subtle chime is sufficient. No big beeps or buzzes, as those will soon become annoying.<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><div class='postauthor si-guide-block'>\n                <div class='col-md-2 col-sm-12 si-icon-holder'>\n                    <a target='_blank' href='https:\/\/www.smartinsights.com\/guides\/conversion-optimisation-calculator\/'>\n                  <img src='https:\/\/www.smartinsights.com\/wp-content\/uploads\/2011\/05\/conversion-and-revenue-model-calculators-1-106x150.jpg' alt='Website conversion and revenue model calculators'>\n                    <\/a>\n                <\/div>\n                <div class='col-md-10 col-sm-12'>\n                    <p><strong>Download our Business Resource \u2013 Website conversion and revenue model calculators<\/strong><\/p>\n                    <p>This spreadsheet includes a worksheet for startup businesses to develop their revenue model based on Cost-per-click (CPC, cost-per-thousand (CPM) or affiliate advertising models.<\/p>\n                    <p>Access the <a target='_blank' href='https:\/\/www.smartinsights.com\/guides\/conversion-optimisation-calculator\/'>Website conversion and revenue model calculators<\/a><\/p>\n                <\/div>\n            <\/div><\/span><\/p>\n<h3>3. Accept chat requests automatically<\/h3>\n<p>Your visitors shouldn\u2019t have to wait for someone to answer their chat request. Once someone initiates a chat session, the system should accept the chat automatically and inform them that a chat agent will get back to them right away.<\/p>\n<p>Your response time should be less than ten seconds and ideally less than five seconds. A few seconds might not seem significant to you, but it may to a visitor who\u2019s eagerly awaiting an answer. Perceived time matters more than actual time in this context.<\/p>\n<p>So serve up an \u2018auto-response message\u2019 for all incoming chat sessions, and allow the customer to identify the problem area, either manually or using the pre-chat survey I mentioned earlier.<\/p>\n<p>You\u2019ll be gathering information as well as speeding up the interaction, both of which increase your chat session efficiency.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-140862\" src=\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2019\/07\/Chatbot-information-gathering-700x498.png\" alt=\"Chatbot information gathering\" width=\"640\" height=\"455\" \/><\/p>\n<h3>4. Use targeted proactive chat<\/h3>\n<p>Context matters big-time in user experience, and especially for a chat. So you need to show you\u2019re aware of where your visitor is, and what they might want to see or do at any particular place and time. Do this by offering both static and proactive chat.<\/p>\n<p>By \u2018static\u2019 chat, I mean placing a chat button and\/or link in a consistent place, such as your site header or footer (or both), and near the \u2018add to cart\u2019 button on Product Detail pages.<\/p>\n<p>But while these icons and links make chat available, they may not significantly increase its usage. So, when it comes to offering help, you need to get a bit pushy.<\/p>\n<p>Some conditions when you should \u2018push\u2019 a chat invite to your visitors include:<\/p>\n<ul>\n<li>First visit: 30-60 seconds into their first visit and when a visitor has completed at least one interaction. Even if the visitor dismisses the chat, it has left a \u2018We\u2019re here, and eager to help\u2019 impression.<\/li>\n<li>Subsequent visits: After 30 seconds of a subsequent visit and when your visitor shows some intent.\n<ul>\n<li>If the visitor has viewed one\/more products, you could push chat and ask, \u2018Need help finding the right product?\u2019<\/li>\n<li>If the visitor has carted a product, you could ask, \u2018I see you added {product X] to your cart. How does 20% off sound?\u2019<\/li>\n<li>If the visitor is checking out, you could push a chat that asks, \u2018Any questions I can answer before you make your purchase?\u2019<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>If you\u2019re unsure what conditions to set up, just ask yourself, \u2018What would a helpful human do at this moment?\u2019 Answering that will keep your questions on the right track.<\/p>\n<p>One cautionary note: Don\u2019t be annoying. For example, if you push chat on a product detail page and the visitor dismisses it, don\u2019t push another chat invite during this session (but keep a chat button available, of course).<\/p>\n<p><span style=\"font-weight: 400;\"><p><a href=\"\/membership\/basic-letter\/\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2019\/10\/si_blog_banner.png\" alt=\"Sign up for Free membership\" onclick=\"ga('send', 'event', 'Blog link', 'Click free membership banner', 'goal setting and evaluation');\"><\/a><\/p><\/span><\/p>\n<h3>5. Send users a chat transcript<\/h3>\n<p>Ever been in a meeting where a lot was discussed, but no one sent out any post-meeting notes or follow-up items? You\u2019re often left to wonder if you\u2019ve just wasted your time. Don\u2019t leave your live chat users with this feeling.<\/p>\n<p>As I mentioned above, you should require an email for e-commerce sites that sell high-ticket items. For moderately-priced items, ask the visitor near the end of the session (but not too late, or they might close the chat window), \u2018May I send you a link to {product} we discussed?\u2019 More often than not, the visitors will answer \u2018Sure,\u2019 at which time you can take their email address and send them the applicable information.<\/p>\n<p>Be sure to tag the email address as \u2018sales only, no marketing\u2019 so that you won\u2019t send this person any more emails without permission. That would erode trust and defeat your sales goals.<\/p>\n<p>Speaking of emails and follow-ups, it\u2019s easy to lose track of them if they\u2019re not passed along to your customer relationship management (CRM) application, which brings me to my last live chat best practice.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-140863\" src=\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2019\/07\/Salesforce-live-chat-700x270.png\" alt=\"Salesforce live chat\" width=\"640\" height=\"247\" \/><\/p>\n<h3>6. Integrate chat with your CRM<\/h3>\n<p>Your chat agents should have access to all of your customer interaction records, whether it\u2019s website interactions (including purchases), support tickets, or live chat sessions.<\/p>\n<p>The implication: your chat interactions, if tied to a visitor \u2018index\u2019 like an email, mobile number, need to be fed into your customer relationship management (CRM) app. Only by doing this can your support reps quickly access this contact history, and the story it tells about a visitor\u2019s journey with your brand.<\/p>\n<p>Train your sales and support chat agents on the use of your CRM and provide them with accounts so they can view and update individual records as the need arises. This will enable your agents to deliver more personalized communications in the future.<\/p>\n<h3>(advanced) Integrate AI-based apps to \u2018triage\u2019 chats<\/h3>\n<p>Automation is a good, even essential thing if you want to make both your operations and user experiences more efficient (there\u2019s that word again!). You just need to make sure that you\u2019re reliably automating the right things. That\u2019s where automated chat agents (chatbots) come into play.<\/p>\n<p>Most of <a href=\"https:\/\/ecommerce-platforms.com\/ecommerce-selling-advice\/top-10-live-chat-apps-you-need-to-use-for-your-ecommerce-business\" target=\"_blank\" rel=\"noopener noreferrer\">the leading chat apps<\/a> do things like:<\/p>\n<ul>\n<li>Infer your visitor\u2019s intent based on the words they type.<\/li>\n<li>Offer a \u2018logic tree\u2019 of questions and answers (the text version of what those phone Interactive Voice Response apps have done for years).<\/li>\n<li>Route your visitor to the right answer or resource appropriately.<\/li>\n<li>(If the conversation goes \u2018off the rails\u2019) Pass the visitor along to a human agent.<\/li>\n<\/ul>\n<p>Most leading chatbot app and platforms have the machine learning (ML) and natural language processing (NLP) algorithms needed to make this automated triage happen. Do your research to make sure your chat app offers this support (or consider switching to a new one that does).<\/p>\n<h3>Chat best practices - a deeper dive<\/h3>\n<p>Want to dive deeper into these chat best practices? The <a href=\"https:\/\/www.nngroup.com\/articles\/chat-ux\/\" target=\"_blank\" rel=\"noopener noreferrer\">Nielsen-Norman Group<\/a>, an agency that helped invent the user experience field, goes into some great detail on the best practices for using chat. The company shares twenty other best practices for providing a more engaging, and higher converting, chat experience.<\/p>\n<h3>Better chat, better relationships<\/h3>\n<p>As with most things in business (and life), there\u2019s a best way to do things. For chat, many guidelines have surfaced over the past couple of years. But, for me, these stand out above the rest. If you get these right you\u2019ll meet visitor expectations more completely and quickly, while also achieving your business goals.<\/p>\n<p>Yes, implementing these tactics will take some time and a modest investment. But my experience working with several e-commerce brands has shown that you\u2019ll get a high return on this investment. Not only that, you\u2019ll build deeper and more personal relationships with your customers in the process.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chatbot increases conversions, not just dialog, which is why you need to understand how best to use chatbots Live chatbot is not just for customer support anymore; it\u2019s a proven engagement and revenue booster. Kayako.com shares some compelling statistics that &hellip;..<\/p>\n","protected":false},"author":330233,"featured_media":154644,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"footnotes":""},"categories":[400,402],"tags":[1320,1249,1371],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>6 chatbot best practices for e-commerce sites | Smart Insights<\/title>\n<meta name=\"description\" content=\"Chatbot increases conversions, not just dialog, which is why you need to understand how best to use chatbots. 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Hall","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.smartinsights.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/d78632ada52c33aa1ff28a6351a09466?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d78632ada52c33aa1ff28a6351a09466?s=96&d=identicon&r=g","caption":"Mark D. Hall"},"description":"Seasoned Voice of Customer (VOC) Insights, Customer Experience (CX) and Conversion Rate Optimization (CRO) professional. Mark raises the revenues and customer loyalty of E-Commerce and SAAS-based brands by finding and fixing the \u2018holes\u2019 in their customer experience. For over 20 years Mark has worked with a wide range of clients, including AT&amp;T, AutoZone, American Express, Delta Dental, Kaiser Permanente, Denon, Edmunds, eDriving, SpyTec and The California Lottery. Mark holds a B.S. in Engineering from the University of Washington, and an M.B.A. from the University of Colorado. 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