December 9, 2021

Chat Conversion Greetings: Advanced Strategies Unveiled

Unlock advanced strategies for Chat Conversion Greetings. Elevate customer engagement and boost conversions. Dive in now!

Jon Tucker
CEO HelpFlow
Chat Conversion Greetings: Advanced Strategies Unveiled

Live chat can serve as a valuable customer service tool to assist visitors on your website. However, when used strategically, it can also directly drive a significant number of conversions. Implementing chat conversion greetings can further enhance the effectiveness of live chat in converting visitors into customers.

The major factor in driving conversions with chat is using live chat greetings. Greetings enable you to invite someone to chat based on actions they are taking on your website. They can be incredibly powerful to spark up conversations and drive sales, but they can also be very annoying and kill conversions if you get the settings wrong.

Hint: It's not about time on-site or # of pages. It's about activity and mindset.

If you get to greetings set right, they happen at the perfect time for visitors and lead to powerful sales conversations. It will feel natural for the visitor and natural for your team to get into a conversation that your team can turn into a sale.

At HelpFlow, we provide 24/7 live chat and customer service teams for over 100 e-commerce stores. We've done millions of chats and driven over $10 million in chat revenue. A major part of this success has been due to how we methodically test chat invites and the entire chat process.

We have the live chat greeting strategy down to a science. In this post, I will share a few advanced chat invite triggers that can work really well.

Let's dive in...

Chat Conversion Greetings: Track Checkout Velocity and Invite When Slowing

It's crucial not to interrupt someone in the midst of making a purchase. However, if you notice they are about to leave, this presents a great opportunity to trigger a chat invitation to assist them with any issues that may be causing them to hesitate. Implementing chat conversion greetings in such situations can help address their concerns and potentially prevent them from leaving without completing their purchase.

Here are the basics of how this can be done:

  • Track the velocity of the visitor as they move through the different steps of checkout. For example, on Shopify, they move between the checkout info page, the shipping page, the payment page, etc. You can pass this data into a tool like Google Tag Manager to log the activity.
  • Once you track the velocity, you can gauge if someone is slowing down between the checkout steps. If you want to get advanced, you can compare their speed with other visitors to determine if it seems like they are likely to abandon. Again, this can be done with a bit of wizardry in Google Tag Manager.
  • And, of course, if someone goes backward in the checkout process, you can assume they have a question or something that's confusing them. That's an easy data point to track.

Once you identify that someone is slowing down or feeling confused during the checkout process, you can activate a chat greeting in your live chat software to initiate a conversation. This creates a sense of "perfect timing" for the visitor, which boosts the conversation rate and, ultimately, the conversions from chat. Incorporating chat conversion greetings at critical points in the checkout process can enhance customer experience and increase conversion rates effectively.

Failed Search or Navigation Attempts

The self-service aspect of an e-commerce store is great. Being able to quickly navigate the site to find the right product, or to simply search and find the right product can be a great experience.

Unfortunately, the navigation and search process isn't always optimal and can result in missed sales opportunities. If visitors can't find what they're looking for, they may eventually leave your site. However, by tracking this activity, you can use chat conversion greetings to invite someone to chat when it appears they're starting to become lost on your site. This proactive approach can help guide them to the information they need and potentially prevent them from leaving empty-handed.

  • Track usage of your search or category / layered navigation. For example, if someone is applying filters to your category pages that's a simple thing to track based on page URLs or other methods. This can then be passed into Google Tag Manager as a data point.
  • If someone performs a search that leads to few or no results or does this multiple times, that's definitely a data point to track.
  • And, of course, if someone keeps retrying their navigation process, you can assume they're getting confused.

By tracking how difficult it is for someone to find what they're looking for using your search or navigation, you can invite them to chat at the perfect time. By offering to help them find what they're looking for, you naturally spark up a conversation, you get them where they want to go, and you will often close the sale.

Back and Forth Product Comparison

Part of what makes e-commerce great is that customers have the opportunity to thoroughly research products. They can delve into the details to ascertain if a product meets their needs. However, depending on your product offerings, customers may encounter confusion when deciding between two similar products and struggle to determine which one is best suited for them. Integrating chat conversion greetings can provide personalized assistance to customers who are navigating between product options, helping them make informed decisions and reducing potential uncertainty.

This is a great opportunity to spark up a chat conversation to help them understand the difference between the products and which to buy:

  • You can track groups of pages with repeat visits in the same session. In short, as it is going back-and-forth between two related product pages.
  • Once you have that data, you can trigger an invite to happen after a certain amount of time on one of the pages in the sequence.
  • By tailoring the wording of a chat invite, you can spark up a conversation to help them understand the difference between the products to figure out which one is right for them.

What's Next?

Utilizing chat greetings is crucial for initiating conversations. When configured correctly, 70% or more of your chat volume will stem from chat greetings. These tips aim to inspire ideas that you can leverage to boost your own sales through chat. Integrating chat conversion greetings effectively can significantly increase engagement and drive sales on your platform.

Here are a few additional resources:

  • Want to see how to use live chat to significantly decrease check-out abandons and supercharge your card recovery emails? Check out this blog post: Supercharging Cart Recovery Emails (with Live Chat)
  • We run live chat teams for over 100 stores (i.e. our agents chat with their visitors). The biggest question people have about this is how we learn the business. Here's a video walkthrough
  • Want to see how many conversions we can drive for you with our live chat strategy? Visit
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