It’s time to move on to the Advanced Tactics that come from our experience of managing thousands of chats per week for a wide range of customers. As you learn and apply these tactics, you’ll find yourself with stronger ultsults from your chat efforts.
Don’t just take our word for it that live chat, done well, can improve your business. Our system integrates with Google Analytics, which means we can analyze the activity and purchase behavior of website visitors we chat with compared to visitors that don’t chat. We’ve gathered a lot of data based on our work with customers and summarized it below.
Let’s start with the difference in purchase activity of visitors who engage in chat versus visitors who don’t.
Visitors we chat with convert significantly higher than visitors that don’t chat:
Visitors we chat with buy more than visitors that don’t chat:
Visitors we chat with are far more engaged on your website than visitors that don’t chat:
If you manage your chat program carefully, your company can see similar conversion results. And if we manage your Live Chat system for you, the return on your investment is guaranteed with a money back refund (shameless sales plug…).
Sure, you might be able to manage it yourself, but we are the professionals and here’s the reality:
But if you’re dead set on managing the chat system yourself, take the time to get it right and do a great job using the advanced tactics in this section.
Back to our retail store scenario, let’s imagine you are the employee. If you saw a customer walking around the store looking at signs with confusion on their face, or holding two products and obviously trying to make a decision, you would assume they have a question and offer help.
A good salesperson wouldn’t simply allow the customer to wander around the store confused, they would try to help. You can do the same on your website.
You can configure your Live Chat system to know when people have questions, and invite them to chat automatically. You’ll receive a notification from your Live Chat system only when they respond to the invite. This leads to an experience of perfect timing for visitors--and a perfect sales opportunity for you.
Here are some examples of when people should be invited to chat:
Most chat systems can be configured to invite visitors to chat automatically based on their site activity. When a visitor acts on one of these triggers, your box will pop up automatically, inviting them to chat.
Even though you are setting up your chat to offer an automatic invitation, you don’t want it to look automatic.
You can customize your Live Chat system to look personalized, so it flows straight into your reply once they actually start the conversation.
We constantly test how to get strong response rates. Here are some guidelines you can use:
There is a balance between using carefully crafted chat templates that are efficient but personalized. Templates that sound too scripted or robotic will not result in high response rates.
This doesn’t mean that you should avoid templates all together. Chat templates are efficient and allow for increased response time.
Here are some guidelines on creating templates to make them sound as natural as possible:
Apart from the wording of templates, it’s important that they remain structured, updated, and accurate since they’re a tool that your chat team needs to rely on.
Using templates for Live Chat is a critical, time-saving tool. But it’s important to design and maintain them in a manner that keeps them functioning effectively and efficiently so that your customer has the best possible experience.
Integrate Your Other Business Systems with Live Chat
Imagine you are making a phone call to a customer service department. You’d be pretty impressed if the representative already knew about your order, the issue you were calling about, and how you’ve tried to solve it, right?
With Live Chat, you can make this experience happen every day, providing a truly amazing experience for your visitors.
When a new chat starts, you want to know if this is a visitor you have chatted with previously. You can configure your Live Chat system to show you past chats from this visitor in the same window. This quickly allows you to be able to see previous discussions and catch up on the conversation, then helping them to move forward.
(Image / Data Source: https://www.livechatinc.com/tour/)
Integrating your shopping cart to Live Chat allows you to see a visitor’s full customer information, order history, open orders, and much more.
This not only saves you time in asking for order numbers, but also lets you know if a visitor you are chatting with is a large customer so that you can act appropriately. It also provides valuable context to make product recommendations based on past order history and products they’re currently reviewing on your website.
If a visitor visitor asks a question via Live Chat about an open support ticket which has already been submitted, it is helpful to have support tickets available for the chat team to view. This helps them to answer questions knowledgeably, with up-to-date information.
Some Live Chat systems include help desk features, but they’re not as robust as dedicated help desk systems like HelpScout.net, Zendesk, etc. We recommending using dedicated help desk solutions, but you can integrate support ticket information from these systems into the chat system so you can see ticket information when a chat occurs.
If you use a Customer Relationship Management system, it is possible to connect it with your Live Chat system. This allows you to track your chat activity in the CRM system, as well as directly accessing the CRM data during your chats, such as order history, open sales opportunities, and much more.
For instance, maybe you are working on a big sale with Bob from Company Z. Bob visits your website, engages with a chat agent, and then leaves. You can have a rule configured within your CRM system to notify the sales representative assigned to Company Z of this touch point so they can consider following up soon after to close the sale.
Platforms such as KISSmetrics and MixPanel use advanced customer analytics to track all of the touchpoints a prospect has made with your website. This give you details on how many visits they made before giving you their contact information or making a purchase.
Vital data from these types of platforms can be integrated with your Live Chat system, giving you the ability to see these touch points and milestones that have been reached already in the purchase process. This allows you to understand the context surrounding the visitor’s questions on chat so you can move them forward in the purchase process.
Integrating your other systems with Live Chat allows you to give your visitors a great experience on chat while also giving you access to valuable business intelligence which can be used to turn chat into a huge driver of sales for your business.
If you’re looking for resources on how to configure the above integrations, contact us and let us know what systems you’re using and what you’re trying to accomplish. We’ll get you pointed in the right direction to create these powerful integrations, as it’s a bit more complex than we were able to go into in this guide.
A question that one person asks on chat is likely a question that at least ten other people have wondered about but not actually taken the time to ask. Even if a visitor doesn’t directly ask certain questions, you can discern details from their behavior.
Whether related to another question they’ve asked or the pages they are visiting, you can use your observation skills to discover issues that visitors might be having with your website. For example, if you find that visitors often seem to back out from your checkout funnel over to the shipping policies page, you may find that you need to make your shipping information more clear within the checkout funnel.
Getting insights from chat can come in a variety of ways, and you can use this important information to improve your website and your business.
You can configure your Live Chat system to ask your visitors for feedback when the chat is complete.
If you want, your chat staff also has the option to ask for feedback as part of the chat, depending on how the conversation is going. This kind of qualitative feedback can be useful, but also may be a bit time consuming and inefficient, depending on how it is constructed.
With a Live Chat system, you can see what the visitor is doing on your website (pages visited, etc.) while also of course chatting with them. This can lead to powerful insights you can use.
Comparing Products - If a visitor is bounding back and forth between two similar products, this typically means that they are making a comparison to see which one they want to purchase. If you see this happening often, you may want to consider creating a “compare products” feature on your site to do the comparing for them.
[Image / Data Source: www.verizonwireless.com]
Shipping Options - If you see that many people exit the checkout process during the shipping options stage and heading over to the FAQ or Shipping page, you may have found a place for improvement. Visitors most likely do not understand their shipping options, or maybe their preferred option for shipping is not available. You could use this information to consider listing shipping options and FAQs within the checkout process, allowing them to easily answer questions and continue with their purchase.
Issues with Mobile Phone Visitors - Most chat systems will allow you to see the type of web browser that your visitors are using. If you find that multiple mobile users add items to their shopping cart but do not complete the sale, this could indicate an issue with your website’s mobile usability. At this point, it’s important to consider optimizing your checkout process for mobile users
Search Problems - Although search tools are available from many e-commerce sites, they often must be carefully configured and tweaked over time. For example, you may realize while watching visitors on chat that visitors search for unique keywords when trying to find products you have but your website search tool doesn’t show the correct product results. You can use this insight to make your search feature better for visitors.
[Image / Data source: https://support.bigcommerce.com/articles/Public/Store-Search-Best-Practices/]
Many questions visitors will ask on chat can be anticipated. However, other questions may be surprising- and could lead you to new business opportunities!
For example, one of our customers is in the business of selling large industrial scales. Days after helping them launch their Live Chat system, we noticed quite a few questions about rental services for scales. Although this client did not yet offer rental services, this new insight into the needs of their customers is an option for a profitable expansion of their business.
Gaining insights through gathering feedback is only useful if you use it to improve your business. As feedback may come to you from a variety of sources, it needs to be organized in a way that can be easily understood and prioritized, so that you can pursue opportunities at the right time.
Here’s some guidance on how to gather feedback in structured ways.
For feedback from web forms:
For feedback from visitor comments in a chat:
For trends your team sees during chats:
Live Chat gives you the opportunity to gather all types of feedback. Whether structured or unstructured commentary, direct from visitors or indirect from your team, you can convert this information into a format that allows for easy review and prioritization so you can use it to improve your business.
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