Automate Your eCommerce Store – A Checklist For Executives

Posted on April 18, 2019

Spend more time focusing on strategies to make your vision growth, and less time in boring, repetitive, low-impact tasks. Automation is the answer!

E-commerce automation

E-commerce automation is an umbrella term used to describe any software, hardware or strategy used to automate the processes in your online store. You can automate those processes by creating 3-step flows:

  • Trigger. Select a trigger to start the workflow. For example, “Order created”.
  • Condition. Set conditions for the workflow to run: “Left 3 items in abandoned cart $100+”
  • Action. Select an action to take place: “Send Abandoned Cart Email”.

Accelerating your revenue growth

Reward your customers and turn them into brand loyalists.

Identify and prize your most valuable customers.

Reward your most loyal customers with special offers or gifts each time they cross a spending threshold.

  • Segment customers by the amount they spend.
  • Personalize their rewards when they cross a spending threshold.
  • Identify the customers most likely to return and buy.

Make sure your customers keep coming back for more

Segment high-intent customers who are more likely to come back to your store and spend their money.

  • Identify customers who make quick decisions in their shopping process.
  • Set-up a campaign to encourage repeat orders.

Automate your processes to make your employers more productive

Set-up workflows that make everything – and everyone – more precise and productive.

Teach and empower your employees about supply and demand.

Make smarter inventory decisions based on real data.

  • Identify the most popular items on your store.
  • Align your inventory supply with the demand based on the most searched products,

Optimize your sales channels

Identify your most effective sales channels and invest your ad-dollars there.

  • Tag new orders by sales channel.
  • Use a tool to track the sales in each sale channel.
  • Adjust your ad dollars accordingly.

Safeguarding your brand and store

Use workflows to prevent chargebacks before they happen, flag high-value returns, and address negative reviews.

Cancel high-risk orders and avoid chargebacks

Reduce your chargeback liability by preventing fraud before it happens.

  • Tag high-risk, fraudulent orders that make you susceptible to chargeback fees.
  • Cancel high-risk orders bTrack returns and the items involved in a spreadsheet or project management tool to
  • identify trends across products before capturing payment to prevent the order from being fulfilled.

Track high-value returns

Monitor big-ticket returns in real time so you can identify problems before they become widespread.

  • Determine your average order value.
  • Trigger a workflow when a return is above that amount, meaning most or all of a customer’s order was returned.
  • Notify your support team to contact the customer and address issues before they impact your brand.
  • Track returns and the items involved in a spreadsheet or project management tool to identify trends across products.

Spot trends by identifying and tracking negative reviews

Spot trends in your products by keeping tracks of both positive and negative reviews in your store.

  • Define what a negative review is. When reviews meet that criteria, track them in a spreadsheet or tool like Trello.
  • Make sure your customer service team is on the loop about negative revies so they can act before it’s too late.

Automating Your Growth

You can implement e-commerce automation using third-party applications, but you’ll probably find yourself stitching together solutions and finding workarounds. Putting your online store on autopilot demands an e-commerce automation tool that is embedded in your commerce platform.

Filed under: Blog

Tagged with: automation, checklist, e-commerce, exacutives

About Libia RM

Libia has several years of experience creating content for marketing, advertising, and PR.