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Thanks for your interest in Plivo. We have two account options available to meet customers’ varying needs:

  • Self-service: no commitment, standard pricing, free basic support.
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Featured

Top 7 SMS OTP service providers to secure your customers | How to choose the right one?

May 22, 2024
7 mins

Choosing the right OTP provider requires defining your requirements and goals, vetting various providers, and understanding how well each solution works with your existing tech stack. 

At the most practical level, your SMS OTP service provider should give you all the features you need to deliver OTPs to your customers. 

Every SMS one-time passcode (OTP) service provider is different. 

Some providers offer a more extensive network of carrier partnerships, enabling you to send OTPs worldwide with better deliverability. Others focus on building a strong infrastructure to manage domestic OTP deliveries. 

OTP providers also vary in the availability and flexibility of APIs and SDKs for integration into existing systems, impacting the ability to customize and implement the OTP experience in your existing tech stack. 

Choosing the right OTP provider requires defining your requirements and goals, vetting various providers, and understanding how well each solution works with your existing tech stack. 

In this guide, we’ll explain the features you need to look for in an SMS OTP service provider, the top seven most popular SMS OTP service providers in the market, and how to choose the right one for your needs. 

What features should I look for in an SMS OTP service provider?

Consider eight features when choosing an SMS OTP service provider. 

  • Time-to-deploy 
  • SMS OTP conversion rates
  • Fraud detection
  • Security and compliance
  • Analytics and tracking
  • Integrations
  • Customer support
  • Price

1. Time-to-deploy 

Developers already have enough on their plates— and adding a complicated tool t that requires intensive onboarding and implementation is counterproductive to achieving your other development needs. 

When selecting an OTP provider, look for services that require minimal setup. This will allow your team to start sending OTPs with little to no downtime. 

Your SMS OTP service provider should also provide clear documentation and SDKs that make it straightforward for developers to integrate OTP with your platforms, significantly reducing the time and resources needed for deployment.

2. SMS OTP conversion rates 

One of the most frustrating experiences a customer can have is receiving a delayed OTP, or worse, not receiving an OTP at all. Delayed or undelivered OTPs can cause anxiety, potentially leading the customer to abandon the transaction or lose trust in your brand. 

Verify that an SMS OTP provider has high delivery rates to ensure that your customers can receive and act upon OTP messages.

3. Fraud detection

In international markets, OTPs in SMS and voice channels are particularly susceptible to SMS Pumping fraud. 

Advanced fraud detection should include dynamic risk assessment algorithms that adapt to emerging threats and unusual patterns. 

4. Security and compliance

When assessing the security and compliance of an OTP service provider, there are two key aspects you need to consider: data encryption and regulatory compliance. 

End-to-end encryption ensures that an OTP is encrypted at the origin and only decrypts at the receiver’s device. This protects the OTP message from being intercepted or read by hackers. To verify the robustness of the encryption, look for an OTP service provider that uses recognized standards like AES (Advanced Encryption Standard) with a suitable key length (e.g., 256-bit).  

Additionally, look for OTP service providers that adhere to data protection regulations like the General Data Protection Regulation (GDPR) in the European Union, the California Consumer Privacy Act (CCPA), and the Health Insurance Portability and Accountability Act (HIPAA) as they are mandatory for different countries. 

5. Analytics and tracking

Choose an SMS OTP service provider that offers detailed analytics and tracking. Real-time insights into OTP delivery rates and failures help identify issues as they arise. 

Custom reports with a trend analysis of KPIs, such as success rates of OTP deliveries across different regions, can highlight areas for improvement, whether in technology or carrier partnerships. You can also leverage these reports to make strategic decisions and draw behavioral insights. 

6. Integrations

Even the most robust OTP provider must play well with your existing tech stack. Think about which platforms you need your OTP tool to communicate with. Does this OTP solution fit your long-term technological needs? 

Plivo, for example, integrates with most popular tools including Zapier, Microsoft Power Automate, Integromat, Pipedream, Integrately, GitHub Actions, EngageBay, and more. 

7. Customer support

Look for an SMS OTP service provider that is available 24/7. This level or service translates to immediate assistance, minimized downtime, and enhanced reliability. Having multiple support channels, such as email, phone, web-based chatbots, and SMS, will also provide more convenience, accessibility, and personalization for your company. 

8. Price

There’s no getting around pricing. Look for an OTP service provider with clear, straightforward pricing. Most OTP providers offer multiple pricing plans; look for one designed to scale with your business as you grow. Check out Plivo’s pricing.

The 7 best SMS OTP service providers for security and reliability

Here are our top seven picks for the best OTP service providers. Read a detailed analysis of why we chose these platforms below. 

1. Plivo 

Key features

  • Turnkey single-API solution: All you need to do is integrate using a single API with Plivo and it’ll take care of the heavy lifting. For instance, Plivo keeps numbers ready for usage, so customers do not need to purchase any numbers separately. Bottom line: Plivo customers can conveniently use a secure solution without worrying about compliance issues. 
  • Multichannel support: Plivo supports both SMS and voice OTP to ensure businesses have the flexibility they need to authenticate users. 
  • High deliverability: Verify API enjoys specialized routes from carriers that are not available with the SMS API. It also uses intelligent routing to identify optimal routes and number types for enhanced conversions. Plivo also ensures sender ID and template compliance to ensure carriers do not fail them due to compliance issues.   
  • Built-in fraud control: Plivo’s Fraud Shield includes an autopilot mode to help you monitor your messaging patterns, build thresholds for each country, and automatically send alerts with irregular patterns. 

You can fine-tune and override messaging throughput thresholds for each country and access an in-built reporting to evaluate your cost savings from preventing fraud attacks using Fraud Shield. 

  • Support: Premium 24-hour support, comprehensive documentation, seven global points of presence, and 99.99% uptime SLAs are available. 
  • No additional costs: Plivo has straightforward pricing plans where you only pay for what you use. There are no charges for authentication, regulatory compliance, fraud shield, and SMS verification, making it an ideal solution for those on a modest budget. 

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Pros 

  • Supports SMS OTP delivery in 220+ countries 
  • High deliverability rates, minimizing SMS failures
  • Customizable OTP templates for a personalized user experience
  • Detailed analytics for tracking OTP success rates
  • Robust security features protect data integrity
  • Comprehensive API and documentation support ease of integration
  • Scalable solutions cater to businesses of all sizes
  • 99.99% uptime SLAs available with 24-hour support 

Cons

  • The vast array of features can be overwhelming for new users.

Most suitable for Companies that need a scalable, customizable SMS OTP solution with extensive integration capabilities, security, and reliability. G2 rating: 4.5 stars, 724 reviews 

2. Twilio

G2 rating: 4.2 stars, 467 reviews

Key features

  • Multichannel authentication support: Twilio provides APIs that enable you to send OTPs through SMS, passkeys, WhatsApp, email, voice, and TOTP (authenticator apps like Authy and Google Authenticator), going beyond traditional email and website communication.
  • Fraud monitoring: Twilio uses one API endpoint to validate users and detect fraud. It also lets you customize geo-permissions, rate limits, and other fraud controls. 

Pros 

  • Wide range of additional communication channels available
  • Extensive API for custom integrations and workflow automation
  • Fraud detection and security features to protect customer data
  • Real-time analytics dashboard to monitor and optimize OTP deliveries
  • Global reach with localized number support

Cons

  • Steeper learning curve due to platform complexity
  • Pricing can become expensive as usage scales.

Most suitable forTech-savvy businesses and developers seeking a robust, customizable OTP solution.

3. Authkey.io 

G2 rating: 4.8 stars, 6 reviews  

Key features

  • Multichannel support: Authkey.io supports SMS, email, and voice OTP. 
  • Live analytics: It gives detailed analytics about OTP delivery, failure, and latency reports. 

Pros 

  • Cost-effective solution for businesses on a tight budget
  • User-friendly platform ideal for those new to OTP services
  • API support for straightforward integration
  • Quick and easy setup with minimal configuration required
  • Responsive customer support team

Cons

  • Limited advanced features for complex implementations
  • Somewhat restricted global coverage compared to larger providers

Most suitable forStartups and small to medium businesses looking for an affordable, reliable OTP service with basic features.

4. Exotel

G2 rating: 4.3 stars, 80 reviews

Key features

  • Real-time analytics: Exotel provides real-time analytics and delivery reports, allowing businesses to track the status of each OTP code sent. 
  • Customizable OTP timers and lengths: Exotel allows users to customize the length of the OTPs and set timers for how long an OTP is valid. 

Pros 

  • Simple and intuitive user interface
  • A reporting dashboard with conversational AI 
  • An extensive reach in the Asia-Pacific (APAC) and Southeast Asia (SEA) 
  • High delivery speed for OTPs

Cons

  • Limited global presence 

Most suitable forBusinesses primarily operating in APAC & SEA, as they have an extensive network in this region.

5. SMSCountry

G2 rating: 4.8 stars, 2 reviews  

Key features

  • Quick integration: SMSCountry allows you to send OTPs directly from anywhere with an easily integrable SMS API that supports several applications through SDK, XML, Web, and HTTP-API plug-ins.
  • Compliance and security: The OTP provider is powered by 100+ direct-to-carrier connections in 180+ countries, enabling users to send OTPs internationally. 

Pros 

  • Easy to use and integrate, reducing time to market
  • Supports 180+ countries
  • Cost-effective for businesses mindful of budget constraints
  • Real-time delivery reports for tracking OTP status
  • Dedicated account management and 24/7 customer support

Cons

  • Limited functionality for advanced customization needs
  • Fewer global direct carrier connections may affect delivery in certain regions.
  • No option to add team members from the dashboard

Most suitable for SMBs seeking a reliable, no-frills basic OTP service that's both affordable and easy to implement.

6. MSG91

G2 rating: 3.9 stars, 47 reviews  

Key features

  • Built-in IP security: The OTP service provider comes with in-built IP data security that ensures the flow is halted when an unusual login is attempted to prevent potential fraud activities. 
  • Multichannel support: MSG91 supports multiple channels including SMS, email, Voice, and Whatsapp. 

Pros 

  • Robust APIs for flexible OTP service integration
  • Comprehensive analytics for insights into OTP performance
  • Global coverage ensuring worldwide OTP delivery
  • Advanced data security protocols for customer data protection
  • Scalable pricing model that accommodates growing businesses
  • Exceptional uptime and reliability track record

Cons

  • Pricing transparency could be improved for clearer budget planning.
  • The platform's extensive features present a learning curve.
  • Limited reports—only offers a pre-selected timeframe for accessing reports. 

Most suitable forBusinesses that need multichannel support with other basic functionalities of an OTP provider.

7. TeleSign

G2 rating: 4.5 stars, 4 reviews 

Key features

  • Global coverage: Telesign’s verification API can authenticate customers across 230 countries and over 80 languages. 
  • Dynamic routing: The OTP provider’s API intelligently routes messages using the most effective routing available to provide high-speed delivery. 

Pros 

  • Extensive global network for reliable OTP delivery across different regions
  • Support for a wide range of languages and localizations
  • Developer-friendly APIs and SDKs for easy integration

Cons

  • Inflexible pricing plans with plenty of friction in free trials 
  • Significant delay in receiving OTPs 
  • Lacks accurate number validation 
  • Doesn’t support its entire list of countries and numbers 

Most suitable for Startups and small businesses needing a simple, budget-friendly OTP solution.

How to choose an SMS OTP service provider?

There is a wide range of SMS OTP service providers on the market right now—but how do you decide which one meets your needs best? 

If choosing an OTP provider feels daunting, here are six steps to help: 

Step 1: Determine your OTP requirements and goals

Before diving into the selection process, get clear on your specific needs for an OTP service. Consider things like the data security level of your application, the volume of OTPs you'll need to dispatch, and whether you anticipate significant growth as this will require a scalable solution. 

Step 2: Look at key features

Jot down a list of the must-have and nice-to-have features you need from your OTP provider, like high deliverability rates, speed of OTP delivery, the ability to customize your OTP messages, and authentication flows. 

Step 3: Research the best OTP service providers

Begin your search by compiling a list of potential OTP providers. Read online reviews, testimonials, and case studies to explore each provider's reputation. 

Step 4: Set your OTP provider budget

Seek out pricing plans that offer transparency and don't hide fees in the fine print. Consider how the pricing structure fits your expected volume of OTP messages and whether the provider offers the scalability you need without increasing costs.

Step 5: Check for integration support

Look for providers that offer robust support for integration, including SDKs, APIs, and comprehensive documentation. These tools and resources will significantly smooth the integration process and reduce the time to deployment.

Step 6: Test, analyze, and report on ROI

Once you’ve set up your new OTP system, take measures to determine its return on investment. The goal is to have an efficient tool with a positive ROI. 

The bottom line is that regardless of which OTP service provider you choose, it must deliver on your goals. It should give you complete control and flexibility over how, when, and where you want to send OTPs.  

Get started with Plivo today

Choosing the right SMS OTP service provider involves considering key factors. Start by understanding your business’s needs and goals, listing out specific of your must-have and nice-to-have features like customization, global presence, and customer support. 

Think Plivo might be the perfect OTP SMS service provider for your needs? Find out today with a trial

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Apr 30, 2025
5 mins

Custom AI Agents: The Future of Personalized Customer Engagement

Discover how custom AI agents can enhance customer engagement, reduce costs, and increase customer loyalty for e-commerce businesses.

Are you an e-commerce business owner watching your support team drown in repetitive questions? Frustrated by customers abandoning carts because they couldn't get help fast enough? 

These pain points aren't just annoying—they're costing you revenue and growth opportunities every day.

However, custom AI agents are the breakthrough solution you've been searching for.

They constantly learn from your data, adjust to your tone, and respond like someone who knows your brand inside out. This makes every interaction feel personal, fast, and relevant. 

In this blog, we introduce you to custom AI agents, their benefits, types, and how they operate. We’ll also discuss how e-commerce businesses use custom AI agents for support with real-life AI agent use cases, recommendations, and engagement, and how you can do the same.

What are custom AI agents?

Custom AI agents are independent AI systems that utilize machine learning and natural language processing to interact with customers, process critical information, and perform specific tasks. 

Typically, they are more effective than pre-built solutions as they can adapt to a business’s unique needs, offering more personalized and efficient support.

Benefits of custom AI agents in customer service 

AI adoption goals comparison chart
 Top business goals driving AI adoption in 2024

As more e-commerce businesses look to personalize and scale their customer experience, custom AI agents are proving to be a smart investment. Here are some interesting findings:

  • According to Gartner, by 2025, AI and automated systems are expected to handle 75% of all customer service interactions.
  • It also predicts that by 2027, chatbots will become the primary customer service channel for approximately 25% of companies.
  • At the same time, in McKinsey’s March 2025 Global AI Survey, 78% of respondents report using AI in at least one business function—up from 55% a year earlier. 

Let’s go over some of the benefits of custom AI agents for your business:

Hyper-personalization at scale

Comvia’s research states that 56% of companies struggle to deliver real-time personalization, often due to disconnected systems and limited staff capacity. 

Custom AI agents can solve this problem by accessing customer data instantly, including purchase history, preferences, and behavior, and using it to tailor conversations in real time. 

These agents can deliver the personalization your team may not have time for at scale.

Cost and time savings

Salesforce data shows that 95% of decision-makers at companies using AI report reduced costs and time savings, and 92% say generative AI improves customer service.

Custom AI agents can take over high-volume, low-value tasks like answering FAQs, tracking orders, and routing queries. That means fewer support tickets for your human team and faster customer resolution.

Increased customer retention and loyalty

AI-powered systems have driven a 31.5% increase in customer satisfaction scores and a 24.8% boost in retention rates. AI agents make customers feel heard and valued by remembering past interactions, resolving issues quickly, and offering relevant suggestions. 

And when customers get the support they need without repeating themselves or waiting in long queues, they’re more likely to stick around. This means higher loyalty, fewer churned customers, and more repeat purchases without adding pressure to your support team.

Enhanced data insights and feedback loops

AI agents can track customer behavior, identify recurring issues, and automatically flag gaps in service. That means fewer blind spots and faster responses to changing customer needs. 

These continuous feedback loops translate to smarter product decisions, more effective campaigns, and higher customer satisfaction, all without adding complexity or headcount.

Scalability for growing businesses

Custom AI agents enable e-commerce businesses to scale customer support efficiently without proportionally increasing staff. 

As a case in point, Swedish fintech company  Klarna’s AI chatbot manages two-thirds of its customer service inquiries, effectively performing the work equivalent of 700 full-time agents. This implementation has led to a projected $40 million profit improvement in a single year.

Types of custom AI Agents

Custom AI agents come in different forms, each built for a specific function, industry, or customer need. Here’s a quick breakdown of the most common types :

Conversational agents

These AI-driven tools engage users through natural language processing to carry out conversations. They’re widely used in virtual assistants, chatbots, and customer support to deliver human-like interactions.

Recommendation engines

These agents suggest products, services, or content based on user behavior and preferences. They help personalize experiences and are widely used across e-commerce sites, streaming platforms, and social media.

Predictive analytics agents

Used in industries such as finance, healthcare, and marketing, these agents analyze historical data using machine learning to forecast trends and inform strategic decisions.

RPA (Robotic Process Automation) agents

These agents are designed to automate routine tasks such as data entry and transaction processing, help organizations reduce manual effort, improve accuracy, and boost productivity.

Personalized learning agents

These AI agents are focused on education, adapting to individual learning needs, tracking progress, and enhancing online learning platforms to improve educational outcomes.

How AI agents work

To understand what makes custom AI agents effective for customer engagement, it’s helpful to look at how they operate behind the scenes. Here’s how it works:

AI agents workflow
AI agents learn and adapt continuously

Perception

AI agents collect input from various sources, such as text messages, voice commands, clicks, or behavioral patterns. With technologies like natural language processing (NLP) and computer vision, they interpret this data to understand what the user is saying or doing.

Reasoning

Once the data is processed, the agent evaluates the context and intent. It draws from its training data, business rules, or decision trees to determine the most appropriate response or action. This is where logic and analysis come into play.

Action

Based on its reasoning, the agent carries out an action. This might be replying to a customer, triggering a workflow, offering a recommendation, or escalating the issue to a human agent. The goal is to resolve the task efficiently and accurately.

Learning

After each interaction, the agent stores new data and feedback. Over time, it utilizes this information to refine its responses, enhance accuracy, and adjust to evolving customer behavior. 

This continuous learning loop makes AI agents increasingly useful the longer they are in use.

Key use cases of custom AI agents in E-commerce

From supporting customers around the clock to sending personalized product suggestions, custom AI agents can adapt to your workflows and goals. Here are some of the most effective ways e-commerce businesses are putting them to use:

 AI market growth chart
 AI market growth in E-commerce

AI-driven customer support

  • 24/7 availability
    Custom AI agents can handle customer queries at any time of day without human intervention. For example, footwear and apparel company Allbirds uses AI-powered chat support to assist customers with order tracking and FAQs around the clock.
 Allbirds FAQ
Allbirds is available 24/7 for the customers
  • Context-aware query resolution
    These agents remember previous interactions and use that data to personalize responses. A user asking about a return status today will get an informed response based on their chat from last week.
    Zappos, for instance, has integrated AI into its support system to handle returns by recognizing purchase history and context automatically.
Zappos’ live chat
Zappos automatically analyzes context to offer customers the most appropriate solution
  • Multilingual and omnichannel capabilities

    Custom AI agents can engage with customers in multiple languages across platforms like websites, mobile apps, and social media. A great example is H&M, whose AI chatbot supports users in different languages and on platforms like WhatsApp and Facebook Messenger, ensuring consistent global support.
 H&M multilingual chatbot
 H&M’s chatbot can speak French fluently

Personalized product or content recommendations

Based on user behavior, purchase history, preferences
AI agents can analyze browsing patterns, past purchases, and user preferences to recommend real-time products and services. Amazon’s AI recommendation engine accounts for 35% of total revenue by suggesting products tailored to each user.

Amazon’s recommendations
Amazon knows what its customers need
  • Dynamic adaptability and learning

    Custom agents continuously learn and update recommendations based on user behavior. Stitch Fix employs AI to analyze customer preferences, sizes, and feedback. This enables the platform to deliver personalized clothing recommendations, enhancing customer satisfaction and engagement. 
Stitch Fix homepage
Stitch Fix offers a free styling session for its customers

Automated engagement strategies

  • Targeted messages based on the customer journey stage

    Custom AI agents can send different messages depending on where a customer is in the funnel, such as welcome emails for new users, product demos for engaged users, or discount codes for those at risk of churning.

    Sephora uses AI to send personalized birthday rewards and product suggestions based on purchase history and browsing behavior.
Sephora’s birthday email
 Sephora knows how to make you feel special on your birthday
  • Proactive outreach (cart reminders, renewal alerts, etc.)

    AI agents take the initiative instead of waiting for the customer to act. If someone abandons a cart, the agent can automatically send a reminder with an incentive.
    Bonobos uses AI-powered reminders to prompt repeat purchases and send personalized alerts about upcoming deliveries or product renewals.
Bonobos reminds users to complete their unfinished orders

AI-Powered chatbots with custom personas

  • Tailored tone, voice, and personality

    Custom AI agents can be trained to reflect your brand’s tone, whether friendly, formal, or quirky.
    For instance, Casper introduced an AI chatbot named Luna 2.0. This chatbot uses a friendly and conversational tone to assist customers with their purchases, making the interaction feel more human and aligned with the brand’s approachable identity. 
Casper’s Luna chatbot
 Casper’s Luna is a lively chatbot that users love interacting with
  • Cross-platform engagement (web, app, messaging platforms)

    These agents can live across multiple channels and maintain the same tone and context everywhere.
    Walmart has developed an AI-powered voice shopping assistant that integrates with Google Assistant, Siri, and Google Home devices. This allows customers to interact with Walmart’s services using natural language across various channels, ensuring a unified and personalized shopping experience.  
Walmart homepage
Walmart’s hands-free shopping is a hit among users

Best practices to implement custom AI for businesses

With AI adoption on the rise, many businesses are still figuring out how to get it right.

A recent IBM survey shows that 35% of enterprise IT professionals use AI specifically to improve customer service agent productivity. In contrast, many others rely on it to enhance overall customer and employee experiences.

To make the most of your investment in custom AI agents, here are some practical best practices to follow:

Follow AI ethical principles

Building trust with your customers begins with the responsible use of AI. 84% of IT professionals agree that consumers are more likely to choose services from companies with transparent and ethical AI practices. 

This means being transparent about your AI agents’ decisions, avoiding biased responses, and protecting customer data. 

Promote human-AI collaboration

A recent study by the National Bureau of Economic Research found that customer support agents using a generative AI assistant increased their productivity by 14% on average. 

Notably, less experienced and lower-skilled workers saw the most significant improvements, highlighting the importance of human-AI collaboration.  Businesses can enhance performance by designing AI systems that complement human skills while ensuring quality and accountability. 

Prepare internal data

A survey by Hitachi Vantara revealed that 37% of U.S. IT leaders identify data quality as a major barrier to AI success. Yet, many organizations are not adequately enhancing their data management practices. 

To maximize the potential of custom AI agents, invest in robust data infrastructure, ensure consistent data tagging, and regularly review datasets for accuracy and completeness.  

Support ongoing training

AI agents improve over time, but only if you actively manage them. Regularly updating training data, monitoring performance, and incorporating customer feedback are essential to fine-tune their responses. 

According to an IBM study, 40% of employees will need to retrain due to AI implementations, highlighting the importance of continuous learning and human oversight in AI deployment.  

This will ensure better accuracy, relevant interactions, and customer satisfaction.

Measure and evaluate

According to PwC’s Future of Customer Experience report, 73% of consumers consider the experience an important factor in their purchasing decisions, and 65% of U.S. customers find a positive experience with a brand to be more influential than great advertising.  

By consistently monitoring and refining key metrics like resolution time, deflection rate, and customer satisfaction (CSAT), businesses can ensure their AI agents contribute to improved customer satisfaction and loyalty.

Use Plivo’s custom AI agents to engage customers before they ask 

Custom AI agents are a smart investment for brands looking to grow without compromising customer experience. If you’re ready to put AI to work for your business, Plivo can help. The platform’s custom AI agents are built to fit your workflows, learn from your data, and engage your customers the way you do. 

Here’s also what you get with Plivo to build a solid customer experience:

  • Unified agent desktop: A single platform for managing all channels, enabling agents to respond swiftly and accurately while having the full context of each interaction
  • AI voice agents: Human-like interactions with advanced speech recognition and contextual awareness
  • Seamless integration: Works seamlessly with your CRM, billing, ticketing tools, and knowledge bases to ensure consistent, informed responses
  • 24/7 self-service chatbot: Powered by OpenAI, the chatbot addresses up to 70% of common queries, allowing agents to focus on more complex cases
  • Automated workflows: Handles follow-ups, routes tickets, and provides updates automatically to keep customers informed
  • Intelligent handovers: When AI fails to respond to complex cases, it escalates the query to a human agent with complete context, speeding up resolution
  • Top-tier security: Adheres to SOC 2 and GDPR standards to ensure secure customer communications

Want to boost your revenue with custom AI agents? Book a demo now.

Apr 14, 2025
5 mins

Support Agents: Who Are They, and What Do They Do?

Support agents serve as a middle ground between your company and its customers. Let’s see some steps to hire the best and build a functional team.

Needless to say, ​customer support is a vital organ for business success, directly affecting customer satisfaction, loyalty, and revenue. In fact, a study notes that in 2024, poor customer experiences cost organizations worldwide an estimated $3.7 trillion, marking a 19% increase from the previous year.

Customers often switch companies if they don't receive good customer service, regardless of product satisfaction. Conversely, they are often willing to go out of their way to do business with a company that offers better service. 

Support agents for eCommerce companies

Support agents are at the forefront of delivering these sensitive experiences, making their role crucial in fostering customer relationships and driving business growth.​

In this article, we’ll explain who they are, what they do, the essential skills needed to become one, and some steps to build your support team with the best support agents.

Who are support agents (and who are they not)?

A support agent is a trained representative of your company primarily tasked with resolving customers' complaints, answering inquiries, and providing usage guidance on your company’s products and services.

Beyond handling tickets, they also provide emotional support by ensuring customers feel heard, valued, and reassured throughout the interaction. This, in turn, strengthens customer trust and loyalty.

Support agents play a vital role in enhancing customer satisfaction—which indirectly drives ROI through repeat purchases—but they are not sales representatives or marketers. Marketers and sales reps acquire customers and sell. 

On the other hand, support agents retain these customers and boost repeat purchases through efficient assistance.

4 primary responsibilities of a support agent

A support agent's primary responsibilities include serving as the first point of contact, handling queries, providing proactive support, and gathering essential feedback.

1. Serving as a brand's first-line contact

When things go wrong, customers become frustrated and demand to speak with anyone—even the CEO. Your support agents step in to act as the first line of defense, de-escalate situations, and provide solutions professionally. 

They also represent your brand through every empathic response, ensuring customers leave with a positive experience and a lasting impression of excellent service.

2. Handling customer inquiries

Customer support agents handle all customer inquiries. Depending on the technicality of the query, they might sometimes involve a specialist or higher executive. 

For instance, if a customer has a dispute over billing that involves policy exceptions, your agent might need to coordinate with or escalate to a higher executive for approval.

3. Providing proactive support

Support agents detect customer needs ahead of time and promptly contact them even before they log a complaint. This helps reduce inbound tickets and boosts customer satisfaction. 

As an omnichannel customer support platform, Plivo CX’s proactive service enables your support team to provide a more refined and automated proactive support.

Image showing Plivo CX's proactive service tool
Reduce inbound tickets by proactively addressing customers’ needs

4. Gathering feedback to optimize product offerings and marketing

Your support agents are the most valuable source of feedback since they interact with customers daily. They can help you gather recurring concerns, pain points, and suggestions that drive meaningful product improvements. 

Plivo CX’s metrics tool automates this feedback collection process and ensures your agents focus on core tasks instead.

Image showing Plivo CX's Metrics and Reporting tool
Automate CSAT feedback collection to optimize product offerings

Essential soft skills of a good support agent

Being a support agent involves not only resolving queries but also understanding and communicating with customers on a personal level. This is why certain soft skills, beyond technical competency, are essential when recruiting one.

Active listening and empathy

Active listening involves paying close attention to every word and emotion communicated rather than focusing solely on the problem. 

Unsurprisingly, active listeners excel at expressing empathy since they’re more likely to understand how customers feel better. This deeper connection allows them to communicate effectively, provide reassurance, and de-escalate tense situations.

Good communication skills

A good support agent must convey their points concisely while considering the appropriate tone. 

They know when to avoid passive-aggressive words such as “actually, ought to,” colloquialisms, and slang to maintain clarity.

Comparison between negative and positive communication tone
Good support agents adopt a positive communication tone to address customer complaints

Adaptability

Different customers present with different complaints, personalities, and communication styles. Some are patient and easy to communicate with, whereas some are aggressive and impatient. 

So, a one-size-fits-all approach won’t work, and that’s why an ideal support agent must be able to adapt to each high and low while maintaining efficient support delivery.

Problem-solving skills

Customer support playbooks are valuable, but not every customer complaint will fit neatly into predefined solutions. Situations like this require your support agent to think outside the box while staying within your company’s guardrails. 

A good support agent must be able to devise quick solutions to new problems and escalate as soon as possible when necessary.

6 steps to hire the right support agent and build a functional support team

Your support team can either make or mar your business. Hiring the right agent and building a functional team is, therefore, essential. Let’s see how to do that.

1. Define your staffing needs and ideal agent

You can figure out how many support agents to hire based on your historical ticket volume, scale of business expansion, and anticipated growth in the next quarters. This ensures you don’t over-hire and bloat your expenses or under-hire and cripple your support delivery. 

Plivo CX’s reporting and metrics tool provides a comprehensive ticket summary, which helps you determine your historical ticket volume.

Image showing Plivo CX's Metrics and Reporting tool
Use your historical ticket volume to determine staffing needs

Simultaneously, you need to define who your ideal agent is—that is, the skills they should preferably possess, availability, technical proficiency, lingual capacities, and experience. You can diversify your recruitment process if you’re catering to multilingual audiences.

Once you’ve identified your staffing needs and ideal candidate profile, you can post your job listing on your company’s career page and on popular job boards like LinkedIn to attract qualified applicants.

2. Prioritize agents with empathy and problem-solving skills

You need a team of agents who can dialogue with different kinds of customers, resonate with them emotionally, and make them feel heard while providing adequate support. That’s why you should prioritize agents with empathy.

Also, look for agents with strong problem-solving skills—someone who can think quickly on their feet and provide solutions to out-of-the-script problems.

Tools like TestGorilla and Testify help you assess your applicant’s skills and ability to address different scenarios. For a more tailored assessment, present candidates with real scenarios or past customer complaints from your database and ask them to resolve the issue.

3. Test for relevant technical competency

Technical competency is your support agent’s ability to resolve customers’ technical queries. This could include troubleshooting software issues and providing answers to product-specific technical queries.

Usually, your agents don’t need to be tech geeks or specialists for L1 tickets. An entry-level customer support agent with the necessary soft skills can do a great job here.

However, it’s a different ball game for agents managing L2 and L3 tickets. They should have the necessary expertise to manage complex and product-related technical issues like specialists. 

This primarily hinges on their hard skills portfolio, which you need to consider when hiring. Provide real-world scenarios to assess these skills and ensure they genuinely have what it takes to be your ideal agents.

4. Provide comprehensive agent training

From the onboarding stage, you need to identify the gaps in your hires’ competencies and design individualized or group training to boost their efficiency. Training can include soft skills, lingual capacity, and upskilling hard skills for more proficiency.

Agent training is not a one-time process. Plivo CX’s coaching tools help your agents leverage past interactions with customers to continuously refine their delivery—how to respond or handle similar situations when they arise again.

Image showing Plivo CX's coaching tools
Provide continuous training with Plivo CX’s coaching tools

5. Equip your support agents with AI-powered tools

Gartner notes that more than 80% are either using or planning to integrate AI-powered chatbots in 2025. Advanced chatbots are essential because they can handle the majority of L1 tickets, thus freeing up your agents to do other complex tasks.

An example is Plivo CX’s openAI-powered AI chatbot, which can leverage your database in real time to make decisions, autonomously handle refund requests, modify orders, and make personalized recommendations.

Image showing Plivo CX's AI chatbot in action
Enhance customer support with AI-driven multilingual chatbots

Your team also needs an omnichannel platform that centralizes all communication channels into a single dashboard. This allows agents to access everything they need without constantly switching tabs, ultimately improving response time and efficiency.

An example is Plivo CX’s unified agent desktop designed to eliminate data silos, unify all incoming customer requests, and integrate with homegrown systems, CRM, ERP, helpdesk, and more.

Image showing Plivo CX's UAD in action
Centralize customer support with unified agent desktop

6. Establish KPIs and reasonable expectations

Establish KPIs, such as first response time, average resolution time, and first contact resolution, to assess the efficiency and effectiveness of your support agents. 

Customer Satisfaction Scores (CSATs) will help determine whether customers are getting the help they need and how they need it.

Plivo CX’s agent metrics and reporting tool enables you to monitor and measure your support agent’s performance while exposing gaps that need filling.

Image showing Plivo CX's Metrics and Reporting tool in action
Monitor and measure agent’s performance to identify areas for improvement

You also need to set individualized, SMART expectations and goals for your support agents. Ensure each agent does not handle more tickets—whether in quantity or complexity—than they can. This will reduce the incidence of customer service burnout and enhance the quality of your support delivery.

Scale your customer support operations with Plivo CX

Hiring the right support agent is just one part of building a functional customer support team. You also need to provide them with the right tools to enhance their efficiency and effectiveness.

That’s where Plivo CX comes in. 

As an omnichannel platform designed to streamline support delivery, Plivo CX offers a unified agent desktop to centralize your support channels, multilingual AI-powered voice support, and OpenAI-powered chatbots to slash your ticket queue.

We also offer: 

  • Seamless integrations: Connect Plivo CX with your existing tools, including CRM, ERP, helpdesk, and more.
  • Data-driven optimization: Track real-time analytics and generate custom reports to gain insights into customer interactions and agent performance.
  • AI-enhanced efficiency: Prioritize urgent tickets, ensure brand consistency, and adapt quickly to changes with AI-powered support.
  • Rich communication: Enhance interactions with multimedia support, including images, videos, and documents.
  • Increased productivity: Streamline workflows with message templates, internal notes, and skills-based routing.
  • Comprehensive features: Leverage call recording, IVR, multi-language support, and robust security features for a complete solution.

Book a demo today and start building a world-class support team with Plivo CX.

Apr 3, 2025
5 mins

The Power of Multilingual Customer Support: 7 Must-Know Strategies

Multilingual customer support enhances user experience and expands global reach. Let’s explore its benefits and best practices for implementation.

It’s ten minutes past 2 pm. A new high-value customer submits a technical complaint—but, in Spanish. The problem? None of your service reps speak Spanish. 

Now, you have only two options.

First, you say, “Thank you for reaching out. We currently accept queries only in English. Please resend your message in English so we can assist you. Thank you for your understanding!

Or, you scramble from Google’s translator to other free versions of online interpreters, which might give you an inaccurate response. 

Whichever you choose, your customer will likely not find it encouraging. Your inability to efficiently serve customers in their native language passes a message; that they’re not a valued part of your brand. 

According to Hyken’s report, 65% of consumers want to be treated valuably. Failure to deliver this expectation results in a poor support experience, increased churn rates, and a negative brand reputation.

To avoid such outcomes, you need to implement multilingual customer support, and this article will show you how to do that.

What is multilingual customer support?

Multilingual customer support is the ability to provide consistent, high-quality assistance in multiple languages to your customers while accounting for geographical, cultural, and contextual differences that influence communication.

As your business scales, there is also an increasing need to serve a diverse market audience. This mandates your support team to be capable of sustaining interactions with individuals of different languages outside your native business borders.

Even within your business borders, you’re bound to interact with customers of different linguistic needs. According to the United States Census record, the number of residents who utilize other languages besides English has nearly tripled in the last decade. 

So, you must be ready to cater to this diversity once necessary.

Benefits of multilingual customer support

Multilingual support increases customer satisfaction, boosts retention, and ensures you can tap into diverse markets for more opportunities. Here’s how it does that:

Improved customer satisfaction

According to Unbabel’s 2021 multilingual CX report, one in three global consumers cite a lack of multilingual support as their top concern in localized customer experience. 

Uni- or bilingual provisions lead to frustration since your customers can’t express themselves the way they want, and this culminates in a bad customer experience. 

On the other hand, providing multilingual support can enhance customer satisfaction and boost your customers’ LTV. This explains why 64% say they will pay more for a service or product if the brand offers a multilingual support service.

Higher customer retention

57% of global consumers see it as a bias when a brand fails to offer multilingual support. Two in three will also switch to another brand if their current brand does not offer broader language support.

But what happens if you fill up this communication gap? 73% of respondents in Unbabel’s survey say they will remain loyal. 

This means multilingual provisions can help you retain your existing customers and also gain an edge over your competitors in attracting new ones. 

Interestingly, 40% of consumers will likely overlook poor customer service many times if it is offered in their native language. This gives you enough time to address issues plaguing your support delivery before customers bounce.

Broader reach and competitive advantage

Scaling your business often requires crossing borders and serving new audiences. Multilingual support ensures you can easily resolve the issues coming up in these regions, eliminate communication barriers, and rapidly build a robust brand reputation.

Also, multilingual support can serve as the spearhead of your competitive advantage in new markets. That’s because your potential customers will likely choose you over competitors who do not offer multilingual support, all things being equal. So, you can make it a focus of your marketing strategy.

7 must-know strategies to implement multilingual support

One in four consumers say they will not spend more than $500 on brands offering limited language support. You can avoid this by implementing a sturdy multilingual support system. 

Let’s go through how you can do that. 

1. Be upfront about your available language options

First, inform your customers and audience about your current capacity. Include the languages you support on your website, applications, social media profiles, and customer support pages. 

Image showing OpenPlanet’s response to a customer query
Be upfront with the languages you support

This helps to manage customer expectations and reduce frustrations pending the time you make provisions for multiple languages.

2. Embrace diversity in recruitment

The most direct approach to creating a multilingual support system is to recruit multilingual customer service reps. These reps are especially crucial for managing L2 and L3 tiers of requests that AI might not be able to handle.

Ensure you have at least one native or non-native representative for each region you serve. You can also organize language training for your existing service reps instead of overhauling the entire team. 

This reduces your employee acquisition cost and helps you work with people already in tandem with your support operations.

3. Use AI chatbots to provide multilingual support

Advanced AI chatbots use ML and NLP to analyze user inputs such as complaints and provide appropriate responses while leveraging customer data. This is like having an inbuilt translation system, making them a good fit for handling multilingual L1 requests regardless of the language.

As an omnichannel platform designed to scale your support team, Plivo CX offers an OpenAI-powered chatbot capable of handling multilingual tickets and addressing your customers in the language they choose.

Image showing Plivo CX's AI chatbot in action
Enhance customer support with AI-driven multilingual chatbots

4. Integrate multilingual voice support 

According to a 2024 report from Statista, 54% of customers prefer to resolve issues via phone calls over other digital channels and email. To cater to this group, you need to integrate multilingual voice support technology.

An example is Plivo CX’s voice software, which prompts your customers to choose their preferred language from over 27 supported languages right on the call.

With an integrated programmable IVR, your callers can self-select options for quicker routing, shorter wait times, and faster resolution.

Image showing Plivo CX's voice software
Eliminate communication barrier with multilingual voice support

5. Offer language preferences in self-service options

Self-service options include FAQs, knowledge bases, chatbots, AI-powered virtual assistants, and community forums. Your customers must be able to choose their preferred language of interaction on all of these platforms in order to cater to their needs.

Additionally, ensure that automated responses, IVR systems, and in-app customer support are available in multiple languages.

 Image showing Plivo CX's IVR software in action
Offer language preferences on voice IVRs

6. Train support agents in cultural sensitivity

Multilingual support should cater to lingua-cultural nuances that affect communication. Otherwise, you risk irking your customers. 

For instance, there are certain words or expressions that might be normal in American English but seen as aggressive in British English.

One example is the word “sure.” To an American, it’s simply a means of acknowledgment. But it could come off as passive-aggressive to a non-American. 

Train your support reps to understand these nuances and avoid them when speaking with individuals of different cultural backgrounds.

7. Localize knowledge base and FAQs  

Language location refers to adapting your website content to a visitor’s regional language based on factors like their browser settings, IP address, or geographical location. 

o do this, you first need to translate your knowledge base and FAQs into the different languages you support. You can do this manually or with AI. Then let your web development team handle the transitioning.

This method spares customers the hassle of manually selecting their preferred language. However, you should still offer a visible option on your support pages for them to adjust language preferences if needed.

Deliver modern multilingual support with Plivo CX

Language differences stifle quality support delivery and effective communication. 

To help you, Plivo CX offers a multilingual omnichannel support system through its Unified Agent Desktop, OpenAI-powered agentic chatbot, and inclusive voice support to help you overcome these challenges.

We also offer: 

  • Seamless integrations: Connect Plivo CX with your existing tools, including CRM, ERP, helpdesk, and more.
  • Data-driven optimization: Track real-time analytics and generate custom reports to gain insights into customer interactions and agent performance.
  • AI-enhanced efficiency: Prioritize urgent tickets, ensure brand consistency, and adapt quickly to changes with AI-powered support.
  • Rich communication: Enhance interactions with multimedia support, including images, videos, and documents.
  • Increased productivity: Streamline workflows with message templates, internal notes, and skills-based routing.
  • Comprehensive features: Leverage call recording, IVR, multi-language support, and robust security features for a complete solution.

Book a demo now!

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Aug 19, 2024
5 mins

What is 2FA? A Guide to Two-Factor Authentication with Plivo’s API

This comprehensive guide explores two factor authentication, its benefits, implementation steps, and Plivo’s top-rated API for user authentication.

2FA

Despite the rise in account-based cyber attacks, user passwords remain remarkably easy to crack. A recent survey from Bitwarden revealed that 25% of people reuse passwords across 11-20+ accounts. What’s worse — 19% of respondents use “password” as their password. Clearly, businesses can’t rely on users to set passwords with the strength to prevent costly, reputation-damaging data breaches. 

Two-factor authentication (2FA) is a user-friendly, easily accessible way to strengthen account security. However, many businesses resist adding 2FA due to concerns about convenience, initial setup costs, resource allocation, ongoing maintenance, and implementation complexity . 

The importance of 2FA in protecting user identities and safeguarding your business’s reputation can’t be overlooked. This guide will seek to overcome some of the chief objections to adding 2FA and demonstrate why this protocol is a natural solution for businesses of all sizes.     

What is two-factor authentication (2FA)?

Two-factor authentication is a security process that requires two different methods of identification to verify a user's identity.

Unlike traditional authentication, which solely relies on a password, two-factor authentication incorporates a second factor, such as biometrics or a security token like a one-time password (OTP). By requiring users to verify their identity with two different factors, 2FA adds a security layer to existing systems. 

Incorporating a separate, unconnected authentication channel into your product’s authentication process makes it difficult for malicious actors to compromise secure systems.

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Why is two-factor authentication used?

There are two reasons to use 2FA. 

  1. First and foremost, cybersecurity threats have been increasing in recent years. More than 8 million data records were breached in the fourth quarter of 2024; the US has the highest average breach cost globally, at $9.48 million. In addition, Verizon found that “over 80% of breaches within hacking involve brute force or the use of lost or stolen credentials.” 
  2. Data breaches are increasingly prevalent — and increasingly expensive. Yet, many businesses still feel under equipped to protect their accounts. WEF’s Global Cybersecurity Outlook Report 2024 found that 81% of leaders feel more exposed or similarly exposed to cybercrime than last year. 

The combination of a higher threat profile and pervasive poor password habits make 2FA a critical solution for modern businesses. 

Is 2FA worth it?

In short: yes. 

For businesses hesitant to adopt 2FA, Jacob Kalvo, the Founder of Live Proxies and a cybersecurity expert with over a decade of experience shares, 

“Implementing 2FA has smoothed out much of our internal security processes, making them safer for our team and users. This has resulted in increased user trust and reduced unauthorized access attempts. The additional security and peace of mind easily compensate for the initial difficulties in integrating 2FA.” 

Two-factor authentication vs. passwords

The table below provides a quick overview of the differences between traditional authentication and two-factor authentication. 

**Aspect** **Single Factor Authentication (legacy system) ** **Two-factor authentication ** **Security ** Low to moderate High **Credentials ** Password, PIN Password + biometric, password + OTP **Risk of unauthorized access ** High (in case of weak or reused password) Low **User convenience ** High Moderate, as it requires two types of credentials **Cost ** Low Higher as it needs hardware/software for the second factor

What are authentication factors?

A user can be authenticated in multiple ways. The three most used authentication factors are: 

Knowledge factor

It's something the user knows, like a password, a personal identification number (PIN), or another shared secret. 

Knowledge factors include: 

  • PINs 
  • Passwords  
  • Security questions with answers only known to users 

Possession factor

It's something a user has, such as an ID card, a mobile, or a laptop to approve authentication. 

Possession factors include: 

  • Authenticator apps such as Microsoft authenticator, Authy, etc. create time-based OTPs
  • SMS OTP sent to the user's mobile device via text message 
  • Hardware tokens that generate secure codes like Yubikeys, or SecuID
  • Physical cards (smart cards) that can be inserted into a card reader for authentication 
  • OTPs or verification links are sent to the user's email address

Inherence factor

It's something a user is, typically a biological characteristic. Inheritance factors include: 

  • Fingerprints
  • Retina scans
  • Voice recognition
  • Facial scans

There are additional factors that don’t fall neatly under these three categories. You can verify users' identity depending on their geographical location, for example, or limit authentication attempts to certain times of the day. 

Two-factor authentication combines any two types of factors. The most common combination is knowledge + possession factors, wherein a user enters their password and authenticates via an OTP sent to their mobile phone. 

Choose a combination that best suits your users' account security needs. You can even choose multiple factors to enable multi-factor authentication (MFA) for more robust account security. 

How does two-factor authentication work?

The typical two-factor authentication workflow includes these steps:  

  1. Login prompt: The user is prompted to log into the app or website. 
  2. Enter user credentials: The user is asked to enter their credentials, typically a username and a password (something they know).
  3. Factor verification: The system verifies the credentials. 
  4. Second-factor prompt: The user is prompted to input the second login factor (typically an OTP sent to their registered mobile phone).  
  5. Input OTP: The user enters a one-time passcode generated during the previous step. 
  6. OTP verification: The system verifies the OTP. 
  7. Access granted: The user will gain access to the website or application after providing both factors    

Common types of 2FA verification 

Hardware tokens for 2FA

Hardware tokens are USB keys, and smart cards, that generate unique authentication codes. 

Different USB-compatible Yubikey models

Some companies use devices like YubiKey or Google Titan Security Key to improve account security. These devices are plugged into a USB port or use NFC to authenticate users even when trusted devices are offline. Smart cards require a card reader and generate a one-time password or authentication when inserted into the reader.

SMS text-message and voice-based 2FA

With SMS-based 2FA verification, after entering the password, the user receives a code on their phone, which they enter into the website or application to complete the login process.

Voice-based 2FA follows the same process, but via phone call.The user speaks a specific phrase or password, which is then analyzed and matched to their voiceprint. Although it’s vulnerable to voice snooping, it's a secure, and hands-free option. You can easily make bulk calls globally by following the best practices for voice calling. 

Software tokens for 2FA

These tokens generate an OTP used in two-factor authentication. The typical workflow from a user’s perspective for 2FA through software tokens includes these steps: 

  1. Install authenticator app: User installs an authenticator app such as Authy, Google, or Microsoft authenticator on their app. 
  2. Enable 2FA: User visits the account security setting of the application they want to secure and enables 2FA. 
  3. QR scan: User opens the authenticator app on their device and scans the QR code. 
  4. Generate OTP: The authenticator app's QR code containing a secret key starts generating OTPs based on that key. 
  5. Enter OTP: User reads the current OTP on the authenticator app and enters it into the website. 
  6. OTP verification: The application checks the submitted OTP against the expected OTP and ensures it hasn’t expired based on the timestamp saved during OTP generation. 
  7. Handle OTP verification failure: In case OTP verification fails, the app notifies the user, generates a new OTP and asks the user to re-enter it. 

Push notifications for 2FA verification 

Push notifications are sent to the registered user's mobile device for approval. The user simply taps  "approve" on their device to complete the authentication process. 

Other forms of two-factor authentication

Apart from the types of two-factor authentication mentioned above, a few additional ones include: 

QR code-based authentication

A mobile device scans a QR code to authenticate the user. For example, Google Authenticator, and WhatsApp Web use QR codes to authenticate users. 

Location-based authentication

Users are authenticated based on their usual IP address or geographic location.

Risk-based authentication

Depending on the user’s risk level, the system prompts for additional authentication factors or helps establish a risk score. 

FIDO (Fast Identity Online) protocols

These are a set of protocols that enable passwordless authentication using smartphones or security keys. For authentication requests, for instance, Facebook, Twitter, etc. have enabled FIDO protocols for users to log in with security keys.

Two-factor authentication for mobile devices

Apple iOS, Google Android, and Windows 10 all have apps that support two-factor authentication. The user’s mobile phone itself serves as the physical authentication device. 

For example, modern devices feature an in-built camera for facial or retina scans, leveraging biometric authentication as a security measure. Some devices equipped with GPS add an extra security layer by verifying users based on their location.  

Authenticator apps like Google Authenticator have now replaced traditional methods like sending verification codes from a trusted phone. These apps generate a six-digit every 30 seconds removing the need to wait to even receive verification codes in a text. 

Note: If you’re already a Plivo user, follow these steps to implement 2FA in seconds.  

Is two-factor authentication secure?

Two-factor authentication is more secure than simple password authentication, but it’s not foolproof. 

Despite implementing two-factor authentication, companies like Twitter, Zoom, Coinbase, GitHub, and Reddit, have experienced data breaches. The Reddit data breach in 2018 highlighted vulnerabilities in SMS-based two factor authentication, prompting a move towards a more secure authentication method.

Why SMS-based authentication falls short 

NIST’s Special Publication 800-63-3 (National Institute of Standards and Technology) discourages the usage of SMS as it’s susceptible to interception and prone to phishing attacks, SIM swapping, and brute force attacks.

To mitigate these vulnerabilities, industry experts recommend: 

  • Conducting regular audits and testing 
  • Adherence to industry standards and best practices for implementing two factor authentication
  • Adopting more secure authentication methods such as biometrics, or hardware security tokens

The future of authentication

Environments needing higher security benefit from multi-factor authentication involving more than two authentication methods. Likewise, the future of authentication lies in using passwordless methods, using biometric data, hardware tokens, and OTPs to authenticate users.  

Early adopters are using passkeys to provide a secure alternative to 2FA. Passkey technology relies on a pair of generated keys: the private key resides on the user's device, and the public key is transmitted to the service. This process eliminates the need for users to remember passwords altogether.

Companies are using behavioral data that identifies the user's keystroke length, typing speed, and mouse movements to complete real-time authentication. Adaptive authentication and decentralized identity (blockchain-based) authentication are also rising.  

How can Plivo help

Although 2FA is relatively simple, challenges can arise during implementation, such as failed delivery or sending OTPs to invalid phone numbers. This is where a reliable solution such as Plivo’s Verify API comes in. We offer infrastructure that handles high-volume SMS and voice, with strong fallback mechanisms. 

Plivo offers robust voice and messaging integration for your applications while reducing SMS spend. Our comprehensive 2FA API supports SMS and voice-based delivery that generates, sends, and verifies OTPs efficiently while allowing extensive customization of OTP and verification messages. 

Further, we use intelligent routing to optimize message delivery paths, enhancing the overall cost-efficiency of your messaging operations. 

How Plivo enhances 2FA

Key features of Plivo’s Verify API 

  • No authentication fees - only SMS and Voice charges apply 
  • Get pre-registered phone numbers - no costs on number purchasing or renting 
  • No extra costs for regulatory compliance - we take care that the frequency of messages, time of messaging, etc. comply with international guidelines 
  • Our API integrates easily with your existing security systems
  • We provide solid fallback mechanism in case of failed SMS deliveries
  • OTPs are delivered even during high-traffic periods

To implement 2FA with Plivo, request a trial account. 

Benefits of using Plivo’s Verify API

High conversion rates that minimize SMS spend 

Plivo secures your communications with 10DLC registered numbers and strict compliance with GDPR, HIPAA, and ISO 27001 standards, ensuring data protection. Plivo guarantees reliable delivery and minimizes the risk of message errors or interception by sending dynamic verification codes exclusively to approved verified phone numbers. 

Jungleworks, a leading software solutions provider noted a 9% increase in deliverability after switching to Plivo. 

Global compliance to avoid penalties 

Plivo maintains pre-approved, country-specific phone numbers, ensuring compliance with local telecommunications laws for businesses operating in multiple regions.

With Plivo, CallHub, a leading communications platform, navigated thousands of different networks, and carriers, placing nine million calls in one election cycle.  

 Image displaying CallHub voice call records with all statuses 
Monitor all call statuses in one view
High international delivery rates to minimize message volume   

You need a provider that ensures higher conversion rates. Plivo's extensive global coverage across 220+ countries and territories achieves this by minimizing the number of messages sent. We offer competitive advantages such as priority onboarding, test credits, premium routes for messages and calls, and expedited carrier registrations, providing more value for your investment.

Built-in Fraud Shield for protection against high-risk profiles 

Plivo’s Verify API offers Fraud Shield for free. It significantly reduces frauds by verifying users, and defending businesses against SMS pumping. This solution protects against high-risk outbound calls, swiftly identifies unusual traffic patterns, and lets you customize your security measures with ease.

Image displaying Plivo screen to configure geo permissions for outbound calls
Plivo screen to configure geo permissions for outbound calls 
Flexible pricing model to maximize cost savings 

Plivo offers a free trial followed by a pay-as-you-go pricing model. You can explore our comprehensive communication features, including, voice, SMS, and 2FA, without any upfront commitment. If you’re looking to scale, get volume pricing to maximize cost savings. 

Strong fallback mechanism for guaranteed delivery  

Plivo ensures your messages reach their destination despite network issues or invalid numbers with its strong fallback mechanism. We monitor messaging patterns, set country-specific thresholds, and automatically send voice messages if SMS delivery fails. 

Easy implementation with a step-by-step guide

Implementing Plivo’s API is straightforward with detailed documentation covering setup, application usage, and code verification.

These authentication and fraud prevention methods not only secure your users’ accounts but also foster trust with your customer base. 

Aug 16, 2024
5 mins

Maintaining Our Commitment to Security: Plivo Renews SOC 2 Type 2 Compliance

SOC 2 Type 2 Compliance Renewal in Ensuring Data Security & Trust: Plivo complies with stringent standards to safeguard your information. Read to know more.

Compliance
Company
Security

At Plivo, we're dedicated to offering a trustworthy, robust Cloud Communication Platform as a Service (CPaaS). We continuously implement stringent security measures; and, as a result, we’re pleased to share that we’ve renewed our SOC 2 Type 2 certification, which includes HIPAA controls.

Maintaining a Strong Security Culture

Security is at the core of our operations and deeply integrated into our services. Our security team continuously enhances our security controls, threat mitigation processes, and monitoring systems. Every Plivo employee understands that safeguarding your data is our highest priority; we've built our culture around this value.

Our SOC 2 Type 2 Commitment

In 2022, we obtained our initial SOC 2 Type 2 report, demonstrating our capabilities in handling, storing, and processing user data. The report not only validated the strength of our security systems and procedures but also evaluated our operational effectiveness in adhering to these controls over time. 

Our SOC 2 Type 2 certification renewal this year reaffirms our dedication to managing our clients’ critical data. It verifies our stringent controls across several critical areas:

  • Regular communication: We ensure consistent updates and changes are communicated to our customers.
  • Access controls: We prevent unauthorized access by maintaining robust internal access controls to production environments.
  • System monitoring: We conduct thorough system monitoring and ongoing risk assessments to identify and mitigate potential threats.
  • Disaster recovery: Our reliable disaster recovery and data backup measures ensure system availability and data integrity.
  • Incident response: We have a responsive system and security monitoring and incident response processes in place.
  • Employee processes: Our effective employee onboarding and termination processes help maintain security integrity.

These controls continue to evolve as we maintain the privacy and security of customer data and enhance our security systems.

Our Security Commitment: Beyond a Checkbox

Renewing our SOC 2 Type 2 certification is more than just meeting a requirement; it's a testament to our ongoing commitment to you, our valued customers. For us, it’s not just about compliance but about living up to the trust you place in Plivo every day.

We’re proud of our team’s hard work over the past year, and we will continue implementing robust security measures and achieving accreditations in the future.

You can read more about our renewed SOC 2 Type 2 compliance, our security measures, and how we continually protect your data on our security page.

Your security is always our top priority. We deeply appreciate your trust in us.

Aug 16, 2024
5 mins

Plivo Renews HIPAA Compliance to Support Healthcare Customers

Plivo can sign a HIPAA business associate agreement (BAA) for customers who sign up for an enterprise package.

Compliance
Healthcare
Security

We’re pleased to announce that Plivo has renewed its HIPAA compliance for 2024, reaffirming our commitment to security for healthcare customers. Our latest SOC 2 Type 2 audit report also covers HIPAA compliance.

The Health Insurance Portability and Accountability Act (HIPAA) and the Health Information Technology for Economic and Clinical Health Act (HITECH) protect the privacy and security of patients' medical information, known as protected health information (PHI). Healthcare organizations in the US must follow HIPAA's Privacy and Security Rules for handling PHI and must work with business associates that also protect PHI.

At Plivo, we understand the importance of securing PHI. For eligible customers, Plivo can sign a HIPAA business associate agreement (BAA) as part of our Enterprise package. The BAA contractually obligates us to properly safeguard PHI in alignment with HIPAA standards.

Our Commitment to Security

Plivo implements various data security controls, including:

  • Encryption: Data in transit and at rest is encrypted using strong protocols like AES-256.
  • Access controls: Strict access controls and personnel policies protect systems handling PHI.
  • Data redaction: PHI details are redacted from logs and audits.
  • Independent verification: Independent third-party auditors routinely verify our HIPAA compliance controls.

Security is a Shared Responsibility

However, HIPAA compliance is a shared responsibility between Plivo and our customers. While we provide the compliant platform and infrastructure, customers must also use Plivo in a way that follows HIPAA guidelines, including:

  • Securing their Plivo account credentials
  • Ensuring PHI is only accessed in secure environments
  • Making sure their application instructions to Plivo align with HIPAA rules

For healthcare organizations that need to comply with HIPAA and HITECH, Plivo provides the capabilities and assurances to securely build communication workflows. Contact our sales team to learn more about HIPAA compliance with Plivo.

Aug 7, 2024
5 mins

eCommerce SMS Marketing: Top 7 Strategies, Tools & Best Practices

Get started with your SMS marketing journey with seven handy strategies, best practices, and a list of best tools in the market.

SMS Marketing

With an open rate of 95%, SMS is emerging as an effective marketing channel. Amidst pushy ads on every YouTube click, interrupting video ads on Instagram, and lengthy emails, customers are now more receptive to quick SMS communications. 

As the latest data suggests, 50% of consumers purchase a product because of a brand message they received via text or WhatsApp. SMS as a channel has a direct impact on revenue when utilized correctly. 

But how do you implement SMS marketing that brings maximum results? In this post, we will explore detailed steps, tips, strategies, and best practices. 

What is SMS Marketing for eCommerce? 

Before diving into the strategies, let's first understand what SMS marketing is for eCommerce businesses. 

SMS marketing for eCommerce is using text messages to communicate with customers, promote products, and build long-term brand loyalty. 

These messages could include promotions, order updates, complaint status, feedback, etc. It can cover the entire customer journey, from sign-up, promotions, purchases, repeat orders, and trying to win back a lost customer.  

5 Reasons to Use SMS as a Marketing Tool for eCommerce

The top five reasons to invest in SMS marketing are as follows:

1. Preferred channel of consumers

A new study reveals that 75% of U.S. consumers make purchases due to SMS messages from companies, and 60% expect to receive texts from brands at least weekly, highlighting the growing importance of SMS marketing.

In fact, consumers aged 25 to 54 prefer to communicate with brands via SMS over email. Based on evolving consumer preferences, investing in SMS marketing is definitely a wise choice. 

2. Fast communication

56% of people check email less than three times a day. On the other hand, people check their phones as much as 144 times a day. This behavior makes SMS a much faster and more intimate way to reach consumers.

3. Easy personalization

You can easily personalize SMS campaigns. It's also easy to segment users and run campaigns based on their demographics and order history. 

For instance, you can offer first-time coupons to new users, launch deals based on regional festivals, and give exclusive discounts to customers who have not ordered for a long time. 

4. Effective for mobile commerce

Consumers check phones frequently, so SMS campaigns are perfect for flash deals and limited-time offers for mobile commerce. You can easily use SMS for all the major functions of mobile commerce, such as: 

  • Order updates
  • Promotions
  • Feedback collection
  • Loyalty programs

5. Suitable for customer service

SMS is more than just a marketing channel. Considering its quintessential nature of short and real-time communication, it is highly effective for customer service. 

You can build SMS workflows to keep consumers updated on orders, refunds, returns, complaints, etc. SMS also allows two-way communication, so consumers can reply to messages for any follow-up action or feedback if required. 
How to Start Using SMS Marketing for eCommerce

If you want to start implementing SMS marketing for your eCommerce business, here are five steps to begin: 

1. Define your goals and budget

Before starting with SMS marketing, assess your requirements. A few parameters to check are:

  • Number of users you expect to reach out to (Current and how much it can grow)
  • In which geography your customers are based out, and you will be sending messages in that region
  • Number of messages you estimate to send per month
  • Budget for SMS marketing

It's not possible to set these parameters in stone in the beginning. Still, having some general idea or ballpark estimates will help you choose the right SMS marketing platform.  

2. Choose an SMS marketing platform

The next step is to choose an SMS marketing platform. 

SMS marketing software is a technology platform used to run automated SMS campaigns. Common features of SMS marketing platforms are:

  • Maintaining SMS list
  • Sending campaigns
  • Conducting automated analysis of campaigns or tracking KPIs related to SMS
  • Enabling two-way messaging to get replies

Key factors to check in an SMS marketing software are:

  1. Does the pricing fit your budget, considering the number of consumers, expected size of campaigns, and target geography? 
  2.  Is the software easy to use and has detailed documentation for initial implementation?
  3. Does the software divide consumers into meaningful segments to run personalized campaigns? 
  4. Can the software be integrated with your current tech stack?
  5. Does the software company have an easily accessible customer support team?
  6. Does the software have any dashboards to track all the critical KPIs?

You can check these factors to finalize an SMS marketing software. You'll also get a list of top SMS marketing software towards the end of this post. 

3. Grow your SMS list

After finalizing the SMS marketing software, you can now get your SMS list ready. For this, you can either persuade existing customers to join your SMS list or attract new users. A few strategies to grow the SMS list are:

  • Offer discounts or coupons to incentivize users to join the SMS list
  • Convert your existing email subscribers by sending out a campaign. You can also offer a discount in return for getting added to SMS lists
  • Promote your SMS marketing list on social media (Youtube, Insta) in return for offers/exclusive deals/early access to products
  • Add a sign-up form for the SMS list to your website
  • Hold contests or giveaways that require participants to opt-in to your SMS list as part of the entry process

4. Design your first campaign

Once you have a full-blown SMS list, it's time to design your first campaign. It could be a welcome message, promotion, flash deal, etc. 

Tip: SMS marketing platforms provide ample templates. You can make use of any existing templates to design your first campaign. 

5. Assess and refine your campaigns

Success in SMS marketing (or any type of marketing) is all about continuously evolving. After rolling out campaigns, keep assessing how it's performing.

SMS marketing platforms provide dashboards that capture meaningful KPIs like SMS deliverability, click-through rate, etc. You can assess current campaigns and optimize future ones by tracking these KPIs.

7 SMS Marketing Strategies for eCommerce (With Examples)

1. Flash sales or limited-time offers

Flash sales are offers on products, usually lasting a few hours or days. It creates a sense of urgency in consumers, resulting in impulse buying. Also, it could be a good source of revenue generation in a short span of time. 

Example: Beyond the big end-of-season sales or festive offers, Amazon launches flash deals like summer offers, lasting only four hours. 

Amazon summer flash sale | Source: Author

Ferns N Petals, a top gifting brand, ran Mother's Day deals for its customers. 

Ferns N Petals Mother's Day Campaign | Source: Author

2. Cart abandonment reminders

Customers often leave products added to their carts, either because they have second thoughts or think that they will check them later. You can send a cart abandonment reminder to win back these lost customers. It could be a simple nudge or offers (like free shipping or discounts) to encourage customers to complete the purchase.  

Example: FirstCry, an online retailer, sends a cart abandonment reminder with a coupon code for a 10% discount for completing the order.

FirstCry cart abandonment reminder | Source: Author

  

3. Order-fulfillment flow

What customers actually want to hear is their order status. 

Is it shipped?

Is it delayed?

Proactive communication on order status leaves a good impression on consumers. It shows that they trust their money with the right brand. To win this trust, you can design an SMS campaign for the entire order fulfillment flow.

You can design automated SMS workflows for all the below major stages of order fulfillment:

  • Order confirmation
  • Order shipping
  • Order delivery updates
  • Order feedback post-delivery

Example: Ajio, a fashion and lifestyle brand, keeps its customers posted on entire order progress via SMS.

Ajio Order updates | Source: Author

4. Cross-sell and upsell

After a successful order, you can use SMS to upsell related to customers. It's important to understand the right time to send these messages. 

When the product just got delivered, and the customer hasn't even used it yet, your upsell message may sound pushy to get more money out of pocket. Design upsell or cross-sell campaigns to send out SMS, possibly a few days after consumers make a purchase. 

Example: PharmEasy, an online pharmacy brand, offers discounts on medical tests to customers who buy medicines via them. It's a relevant service for consumers and they can avail the offer for any follow-up tests. 

PharmEasy offers | Source: Author

5. Holiday deals

You can use SMS to launch promotions around holidays like Christmas, New Year, Thanksgiving, Summer, etc. These are themed promotions around holidays offering products relevant to holidays. Holidays are good opportunities to reach consumers as they are generally in a mood to indulge and purchase around that time. 

Example: Pantaloons, a fashion retailer brand, ran summer holiday promotions. They promoted summer wear, perfect for a beach vacation, at a steal deal.  

Pantaloons summer offers | Source: Author

6. Personalized offers

SMS marketing also facilitates easy personalization. You can segment customers based on location, order history, etc. And then give them personalized offers based on these details. 

Example: Myntra, a fashion eCommerce brand, gives exclusive offers to customers who haven't shopped in a while. 

Myntra win-back campaign summer offers | Source: Author

7. Loyalty programs

Loyalty programs are a great way to retain existing customers and encourage repeat purchases. Usually, loyalty programs offer perks like:

  • Priority access to products
  • Perks/coupons for select products
  • Free shipping
  • Redeemable points on every purchase

How do you keep the customer posted on loyalty programs? SMS. You can send SMS to customers on their points, new launches, offers, etc.

Example: Myntra also offers loyalty programs to its customers. Loyal consumers receive SMS notifications about new launches and offers. 

Myntra Insider Program | Source: Author

7 Best Practices for Effective SMS Marketing for eCommerce Businesses

1. Keep up with the character limit

Keep your message crisp, considering the 160-character limit and the nature of the SMS. Consumers want to take a quick look at it. So, a short and crisp message garners more attention.

2. Use simple language

Keep the text as simple as possible so the reader doesn't have to re-read it (which they won't). Maintain a conversational tone to avoid losing the reader. 

3. Send messages at the right time

You don't want to be blocked by sending an SMS at 2 AM in the night. Identify the right time to send a message based on the receiver's time zone. 

The Telephone Consumer Protection Act allows marketers to send marketing messages in the US only between 8:00 AM and 9:00 PM local time. You can also check around which time you have a maximum click-through rate. 

Tip: Plivo CX offers intuitive AI support to help you identify the right time to send messages.

4. Keep a clear call-to-action

Add a simple and clear call-to-action stating what action you expect from a consumer. For example, ‘Buy now’ and ‘Check here’ etc. 

5. Add an opt-out option

Include an opt-out option at the end of every message to avoid being reported as spam.

96% of consumers have felt annoyed at least occasionally by SMS marketing messages at some point in time. Also, 56% of respondents have reduced or stopped purchasing from a brand if they found their SMS annoying.

Sending SMS to consumers who don't want to receive them can directly hamper your business. 

6. Ensure compliance

Check for data, consumer, and privacy laws specific to your target country. Follow all the laws to avoid getting in hot waters with authority. 

DoorDash, a San Francisco-based company, got in trouble with Australian authorities. They were hit by a $2 million fine for large-scale bulk messaging and crossing the spam limit as per local laws.  

7. Maintain consistent brand messaging

When you add a new channel to your marketing ecosystem, it represents your brand. SMS does have limitations due to its character limit, but the messages should still reflect your brand image. 

Maintain a consistent brand voice across channels, including the newly launched SMS channel.

4 Best Tools to Automate SMS Marketing for eCommerce

Here are the four top SMS marketing platforms for eCommerce businesses: 

1. Plivo CX Engage

Plivo CX Engage is an omnichannel customer engagement platform that combines marketing and customer support. It allows you to run SMS, MMS, Email, and WhatsApp campaigns. The platform also offers OpenAI-powered chat.

  • Launch targeted SMS campaigns: Craft personalized messages and reach the right audience segments for maximum impact
  • Effortless WhatsApp marketing: Expand your reach with outbound WhatsApp campaigns, engaging customers on their preferred platform
  • Unified CX platform: Seamlessly transition from marketing to customer service, providing a holistic experience for your customers
  • Unrivaled reliability: Leverage Plivo's owned messaging network for guaranteed message delivery and exceptional reliability
  • Global reach: Expand your brand's presence worldwide with Plivo's extensive global coverage

Moreover, Plivo CX Engage facilitates customer engagement with features like scheduled sending, a visual message composer, and OpenAI-powered copywriting assistance. You can also easily segment audiences using tags, ensure compliance with opt-out management and launch targeted campaigns to maximize ROI. Thus, you can confidently deliver personalized experiences while maintaining data security and privacy.

Features:

✅SMS campaigns

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅GDPR compliant

✅CCPA compliant

Pricing:

With Plivo CX (Engage), you get all the features you need for effective SMS marketing at a price that fits your business.

  • Free plan: Get started with 300 SMS messages per month, perfect for testing and smaller campaigns
  • Paid plans from $19/month: Scale your marketing efforts with plans offering 1500+ SMS messages per month
  • Full-featured across all plans: Access all powerful Plivo CX Engage features, regardless of your chosen plan
  • Flexible pricing: Choose the plan that aligns with your SMS volume needs and budget

Pros:

  • Supports both marketing and customer functions
  • Brings entire customer data into one platform
  • Affordable pricing
  • High deliverability rate as Plivo has its messaging network

Cons:

  • Currently works for Shopify eCommerce brands only

2. Omnisend

Omnisend is an omnichannel marketing automation platform for eCommerce businesses. It is a marketing automation solution supporting SMS, WhatsApp, push notifications, segmentation, and dynamic Facebook and Google ad integrations.

Features:

✅SMS campaigns

✅Email campaigns

✅Push notifications

✅Facebook ads

✅Google ads

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅TCPA compliant

✅GDPR compliant

✅CCPA compliant

Pricing:

  • Free: $0/month - Perfect for trying out the platform.
  • Standard: Starts at $16/month - Ideal for growing businesses focused on email
  • Pro: Starts at $59/month - Best for high-volume senders using email and SMS

Pros:

  • Excellent customer support
  • Fully integrated with all major eCommerce platforms. No third-party connectors required
  • Easy to use

Cons:

  • Omnisend's reliance on a third-party SMS provider means they have no control over message delivery, geographic reach, or deliverability optimization, leaving customers with no accountability for ensuring successful text message campaigns
  • Limited pre-defined templates
  • Slight learning curve

3. Klaviyo

Klaviyo is a popular marketing automation platform working with leading eCommerce businesses. It stands out for its advanced features, such as smart segmentation, omnichannel support, 250+ integrations, and more.

Features

✅SMS campaigns

✅Email campaigns

✅Push notifications

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅GDPR compliant

✅CCPA compliant

Pricing:

  • Free: $0/month - For trying out the platform with up to 500 contacts and 500 email sends per month.
  • Email: Starts at $45/month - For businesses focused on email marketing, with tiered pricing based on the number of active profiles and email sends.
  • Email & SMS: Starts at $60/month - For businesses using both email and SMS, with tiered pricing based on the number of active profiles and email sends, plus additional costs for SMS/MMS credits.

Pros:

  • Extensive features and integrations 

Cons:

  • Implementing these advanced features requires the expertise of an agency
  • Expensive for small and mid-size companies
  • Users often complain of slowness in the platform

4. Sendlane

Sendlane is a unified marketing platform supporting email, SMS, reviews, and forms. It offers advanced features such as automation workflows, behavioral tracking, real-time analytics, and deep-data integration. 

Features

✅SMS campaigns

✅Email campaigns

✅Reviews

✅Forms

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅Real-time analytics

✅GDPR compliant

✅CCPA compliant

Pricing:

  • Pricing: Starts at $0.00615 per SMS credit (includes estimated carrier fees of $0.00285)
  • Minimum Purchase: 2,500 SMS credits (recommended for up to 1,250 contacts)

Add-Ons:

  • Additional SMS Credits: Available in various packages (250 credits for $6.25, 500 credits for $11, etc.)
  • Monthly Activation Fee: $10 for phone number and module activation

Pros:

  • Excellent customer support
  • Good email deliverability

Cons:

  • Expensive for small and mid-size companies

Kick-start Your SMS Journey With Plivo CX Engage

With API support, AI features, ample integrations, reporting, and pre-defined templates, Plivo CX Engage has all the must-have features to kick-start your SMS journey. The best part is that it is also an affordable solution. You can send a text message in the US for as little as $0.0095

Beyond marketing, you can also use Plivo for customer support. Get in touch with our team to design the most cost-effective SMS campaigns.

Schedule a demo today!

Aug 7, 2024
5 mins

How to Automate Customer Engagement to Increase Operational Efficiency and Revenue

Discover how automating customer engagement can boost your operational efficiency and drive revenue growth. Learn effective strategies and tools to streamline interactions and enhance customer satisfaction.

e-commerce Marketing

A recent Twilio report highlights how 81% of businesses believe they understand their customers, but only 46% of customers agree that businesses truly grasp their needs. The reasons for this gap are:

  • Poor data analysis: Businesses are unable to draw actionable insights from customer data flowing in from various sources. Thus, they operate on assumptions about customer needs.
  • Multiple channels: Customers interact with brands via channels like social media, email, contact forms on websites, live chats, etc. Businesses fail to maintain a consistent and personalized experience across these touchpoints.
  • Lack of personalization: Brands focus on tracking metrics like open rates and click-through rates, but forget about true customer engagement. Generic messages sent at random intervals fail to resonate with customers.

Customer engagement automation software can solve these problems and enable brands to drive greater sales by engaging existing customers consistently. 

In this blog post, we’ll explore how to automate customer engagement using such software.

What is Customer Engagement Automation?

Customer engagement automation is the strategic use of technology to streamline repetitive tasks and personalize interactions throughout the customer journey. 

By automating targeted messages and interactions at key touchpoints, businesses can deliver exceptional customer experiences that nurture loyalty and drive growth.

Why is Customer Engagement Automation Important?

It is no longer enough to manually update customer information and send communications. Customer engagement automation is required because of the following reasons:

  • Customer journeys are not linear: Customers interact with brands through multiple channels—website to social media to email—seeking information and support. Omnichannel engagement enables brands to anticipate all possible routes and set up interactions based on behavior.
  • Conversations require context: Automation allows brands to tailor messages based on customer behavior, purchase history, and preferences, making interactions more relevant and impactful.

11 Ways to Automate Customer Engagement 

Try out these 11 practical strategies to automate customer engagement:

  1. Greet new users with automated welcome screens
    If users are greeted with a blank screen upon logging in for the first time, it adds friction to the process of them engaging with its features. Automated welcome screens introduce your product's core features and functionalities, guide users through the initial setup process, and offer helpful resources for a smooth onboarding experience.
  1. Use predefined onboarding checklists
    Build a personalized onboarding checklist using customer data pulled from a welcome survey. Based on the user’s job to be done, such checklists can nudge them to activate their accounts, set up preferences, or explore key features. This ensures that users experience the value of the product as quickly as possible.
  1. Offer contextual tooltips
    Users may only engage with a few features, even if they’re paying for more.  Integrate contextual tooltips and hints within the app to introduce other key features at relevant points so that users adopt them.
  1. Use interactive walkthroughs
    Interactive walkthroughs are an engaging way to guide users through specific workflows or highlight key product functionalities depending on their specific needs. They provide step-by-step guidance and minimize the learning curve.
  1. Introduce new features and encourage customers to adopt them
    Users can easily miss new features unless you find a way to point them toward it. Utilize automated email campaigns to announce new features, highlighting their benefits and offering in-app prompts or video tutorials for further exploration.
  1. Use AI-generated video tutorials
    Consider creating AI-powered video tutorials to walk users through specific tasks or product functionalities, providing an engaging and personalized learning experience.
  1. Reward loyal users
    Automate loyalty programs that reward customers for continued engagement. This could involve offering exclusive discounts, early access to new features, or personalized recommendations based on their usage patterns.
  1. Offer on-demand self-service support
    Empower your customers to find answers by setting up a comprehensive resource center with automated search functionality. Integrate knowledge base articles, FAQs, and troubleshooting guides within the app. Thus, users do not have to leave the app, scroll to find the support button, or hunt through help docs to get the answers they need.
  1. Launch automated surveys at customer touchpoints
    Set up automated surveys within the app to appear at key points in the customer journey, such as after onboarding completion or product usage milestones. This allows you to understand how users interact with your product and what causes churn.
  2.  Send emails to reactivate disengaged users
    Consider re-engaging dormant users by sending personalized emails based on user inactivity. These emails could offer helpful tips, showcase new features, or even incentivize re-engagement with limited-time offers.
  3. Offer contextual upsells
    Free trials are a great way to introduce your product, but converting them into paying customers requires a strategic approach. Implement automated in-app messages or email sequences that trigger near the end of the trial period. 

These messages should highlight the value proposition of your paid plans, address potential concerns, and offer clear calls-to-action for conversion.

Best Practices for Customer Engagement Automation 

Let's explore some best practices to automate customer engagement for higher ROI:

  • Personalization: Use customer data to personalize your communication. Address customers by name, recommend products based on their purchase history, and tailor content to their specific needs and interests. It enables you to build customer loyalty and trust.
  • Segmentation: Segment your audience based on demographics, interests, behavior, or purchase history. This allows you to create targeted campaigns that speak directly to specific customer segments, increasing engagement and conversion rates.
  • Iterations: Experiment with different approaches, A/B test subject lines, email copy, and calls-to-action. Track your results and refine your campaigns based on data to ensure you're delivering the most impactful interactions.
  • Measure and Analyze: Track key metrics associated with your automated campaigns, such as open rates, click-through rates, conversion rates, and customer satisfaction scores. Use these insights to measure effectiveness and ROI. 

How Plivo CX Enables Customer Engagement Automation

Plivo CX stands helps you automate customer engagement with the following features:

  • Omnichannel communication: Plivo CX allows you to reach your customers through emails, SMS, in-app messaging, and social media, ensuring a complete and consistent customer experience.
  • Create A Personized Marketing List: Our platform allows you to import real-time contact sync from Shopify store, Bigcommerce, Magneto and other eCommerce stores.

In just 1 click, capture data from Landing Pages, Opt-in forms and Event triggers on storefront via Plivo CX Engage API.

  • Drag-and-Drop Workflow Builder: Businesses can use Plivo CX Engage to create complex automation workflows visually, with ease. This user-friendly interface allows you to design targeted campaigns by segmenting audiences and tailoring interactions based on specific customer behaviors or triggers.
  • Powerful Analytics and Reporting: Measure the impact of your automation efforts with comprehensive reporting and analytics. Track key metrics like open rates, click-through rates, and conversion rates to identify successful strategies and optimize your campaigns for continuous improvement.
  • Seamless Integration with Existing Tools: Plivo CX integrates seamlessly with your existing CRM, marketing automation platform, and other essential business tools, streamlining workflows and centralizing customer data for a unified view.

Schedule a FREE demo today to personally experience the new age of customer engagement automation within a few clicks!

Aug 6, 2024
5 mins

6 Best Ways to Promote Ecommerce Site

Is your eCommerce site getting lost in the crowd? Discover six ways to keep an eCommerce store on top of consumers' minds always.

e-commerce Marketing

With more and more eCommerce players coming into the market, it's easy to get lost in the crowd if you don't invest in brand promotion. 

The number of eCommerce sites in the US alone increased by 47.2% in 2023. There are close to 14 million eCommerce sites in the US (and this number is only growing). 

The question is, how do you keep your brand relevant? Let us go over five effective ways to promote your eCommerce online store.

1. SMS Marketing

SMS messages have an average open rate of 98%, which is significantly higher than email open rates (17%). You can promote your products or services through SMS. These messages can be promotions, exclusive offers, shipping notifications, and cart abandonment reminders. 

For instance, you can integrate an omnichannel marketing automation platform like Plivo CX into your Shopify store and automate the entire SMS workflow based on order status/customer action.

Why choose SMS marketing to promote ecommerce stores?

The benefit of using SMS as a promotional medium is its easy accessibility. People check their smartphones 144 times daily and are open to quick SMS. In fact, SMS is the second most preferred communication channel for consumers after email. 

Dominos: An SMS Marketing Case Study

Domino's initially focused more on TV and Facebook ads during its expansion. They ran 30- or 60-second video ads, but the ROI of this marketing strategy was poor. 

The brand switched to SMS, thinking that it would garner more attention. And they were right. They quickly saw an increase of 125 orders per ad. The fast nature of SMS helped the brand reach more consumers. 

2. Email Marketing

You can create email campaigns to engage with consumers. Common types of campaigns include:  

  • Welcome email
  • Newsletters
  • Promotional emails
  • Holiday offers
  • Abandoned cart series
  • Shipping notifications
  • Upselling or cross-selling emails
  • Birthday or anniversary emails
  • Win-back campaigns

Why choose email marketing to promote ecommerce stores?

Email remains the most preferred channel by consumers. Emails reach a minimum of 84.8% of the people you send them to, which is an excellent deliverability rate. 

You can also easily personalize campaigns and draw insights based on consumer details/activity. 

Slyk Shades: An email marketing case study

Slyk Shades, a Massachusetts-based shades brand, started implementing email marketing to nurture its audience. They built seven automation workflows for different scenarios, and soon, 30% of monthly revenue was coming from email campaigns. Their Black Friday offer was such a big hit that it generated over $72,000 from a single campaign. 

3. WhatsApp Marketing

WhatsApp is another great medium for promoting your brands. You can send onboarding emails, promotions, shipping notifications, personalized campaigns, and customer support messages on WhatsApp. The platform supports rich media such as images, videos, and documents, making it easier to run diverse campaigns. 

Why choose WhatsApp marketing to promote ecommerce stores?

WhatsApp is the most popular mobile messenger app worldwide, with 2.79 billion unique users. And the platform also boasts of a 99% open rate. Its broad reach helps you reach out to your consumers on the platform where they are active. 

Benefit Cosmetics: A WhatsApp marketing case study

Benefits Cosmetics, a leading provider of brow/waxing services and a high-end cosmetics brand, uses WhatsApp to engage customers. It helps them provide fast service, making it easy for customers to change appointments and get appointment information. 

The brand also sends special messages and promotions directly to customers' message boxes. Using WhatsApp helped the brand provide fast service, and they observed a 200% growth in year-over-year sales, partly attributable to WhatsApp.

4. Influencer marketing

You can collaborate with social media creators with good reach to promote your brand. With the right strategy, you can identify the influencers who cater to your target audience and promote your brand through brand-embedded content.

Why choose influencer marketing to promote ecommerce stores?

64% of consumers claim that they will make a purchase based on an influencer’s recommendation or opinion at least some of the time. And 20% say they frequently or nearly always always buy convenience items, shopping goods, or specialty goods from an influencer’s recommendation. The reach influencers provide is massive. They can demonstrate products through their content and promote offers to the right audience. It increases brand awareness and credibility. 

H&M: An influencer marketing case study

H&M collaborated with four celebrity influencers to promote its holiday line. They gave the influencers full freedom to create content that matched their personalities and what their audience would love. With just four videos, the brand reached 12 million consumers. 

5. User-generated Content

User-generated content is content about your products/services created by users. It could be photos, videos, or product reviews. This type of content creates more social proof and builds brand awareness. 

While such content is often created voluntarily by users, you can also reward users for promoting your product.

Why choose user-generated content to promote ecommerce stores?

90% of consumers want to see brand content from real users. It assures them that the review is authentic and not sponsored. The strategy also brings long-term trust. 83% said they are more inclined to purchase from brands sharing real customer content. 

Parachute: A user-generated content case study

Parachute, a home decor and essentials brand, added user-generated content to its marketing mix. Instead of using branded content, they start running ads with user-generated content to show how their products look in actual users' homes. It got more attention. 

With the new ads, they saw a 35% higher click-through rate and a 60% lower cost-per-click.

6. Brand Collaborations

You can strategically collaborate with other brands to reach a wider audience. This works well with brands catering to similar target audiences. You can co-create campaigns, events, or even products. 

Why choose brand collaborations to promote ecommerce stores?

71% of consumers feel positive about co-branding partnerships, making partnership opportunities an excellent investment. Customers love variety, and brand collaboration gives you a chance to surprise them (in a good way). 

Marc Jacob X Uber: A brand collaboration case study

Marc Jacobs, a US fashion label, did an out-of-box campaign for its Daisy Daze perfume launch. It collaborated with Uber, a ride-hailing service, and decorated the cabs with daisies for a day. Users could book a decorated car using the Uber app by applying a promo code “MJDAISY.” They were then welcomed in a beautifully decorated cab and got a free bottle of Daisy Marc Jacobs fragrance. 

Uber saw 5,459 ride requests as part of the promotion, and the fashion label gained over 61 million social media impressions.

Boost Your eCommerce Business With Plivo CX 

You don't need any complicated tech setup to start promoting your eCommerce store. You can easily integrate Plivo CX with your Shopify store and run SMS, email (upcoming), and WhatsApp (upcoming) campaigns.

With Plivo CX, you can:

✅ Import your existing contacts

✅ Create forms to opt-in new users

✅ Run SMS, email (upcoming) and WhatsApp campaigns (upcoming)

✅ Segments users to personalize and accelerate campaigns

✅ Use AI to draft messages in a click

✅ Build reports to optimize campaigns

Book a demo to discover how Plivo CX can increase your brand visibility.

Aug 6, 2024
5 mins

15 Ways To Get Shopify Sales and Grow Your Ecommerce Business

Discover 15 ways to get Shopify sales by increasing traffic and boosting conversion.

Shopify Marketing

Establishing a Shopify business is often easier said than done. Bringing users to your platform, building trust so they make a purchase, and turning them into loyal customers. 

Each of these steps needs varying and fine-tuned strategies. On top of that, you've got the whole juggling act of managing your stock, figuring out shipping, and making sure your customers are happy campers. 

Oh, and let's not forget the wild world of online marketing and ads—it's like a never-ending puzzle!

In this post, we have covered detailed tips on how to get Shopify sales at every stage. 

So, whether you have just launched the Shopify store and want to give it a boost, or you own an already established business and want to increase your customers' lifetime value, there is something for everyone. 

How to drive more traffic to your Shopify store

1. Start a Facebook and Instagram store

Facebook and Instagram provide an option to create an online shop to display your products. 

The best part is you can easily integrate your Shopify store with these shops. This integration makes it easy to manage your inventory, orders, and customer data in one place. 

But why create a Facebook or Instagram store—you ask? 

Well, these platforms have billions of users, and creating a store in either gives you a wider reach. Moreover, you also get an option to run ads to boost reach. You can run targeted ad campaigns to reach more potential customers.

World Market, a HomeGoods store, uses Instagram shops to display their products | Image Source: Instagram 

2. Participate in Reddit communities

Reddit is another powerful platform you can use to promote your Shopify store. But keep in mind that the nature of this platform is different. 

Users come here to find reviews or information on any products before making a purchase. Or they are looking for genuine product recommendations. They are not looking for ads here. 

So, instead of being directly promotional, you can engage in relevant communities and answer genuine queries. This strategy will give your store more visibility and build trust. 

For example, Purple Mattress has a subreddit with 3,900 members. This subreddit curates all customers' questions on the Purple Mattress. Customers can come here to see reviews before making the purchase. 

Purple mattress subreddit | Source: Reddit

3. Create a TikTok profile

Creating a TikTok profile is definitely one of the wisest decisions for your brand, considering its astounding numbers:

  • Its engagement rate is 4x of Instagram.
  • There are many fast-growing accounts, especially accounts between 10-50k followers, that are seeing the most follower growth.
  • Many brands are already huge on TikTok, posting around two videos per week.

HelloFresh, America's most popular meal kits platform, is a good brand to take reference from. They post videos of recipes with their meal kits so users can see how it works in action and also get a glimpse of meal kits. They currently have a community of 57,000 followers. 

HelloFresh US page | Source: TikTok

4. Collaborate with influencers

Other than social media ads, another great strategy where you can invest money is influencer marketing. 

You can collaborate with influencers who already have an engaged audience in your niche. 

Collaborating with influencers has two benefits: first, you get more reach. Secondly, influencers create content for your brand, which you can reuse later. 

For example, Gainful, a personalized protein powder supplements brand, collaborates with many nano influencers in the space to create more awareness of their products.

Gainful collaboration post with a popular Instagram creator | Source: Instagram 

5. Invest in SEO

While growing on social media can give you some quick visibility, investing in search engine optimization (SEO) is for long-term growth. 

You will drive organic traffic regularly over the years by creating search engine optimized content. It's an investment that pays off in the long run.

Let's take Etsy, a global marketplace for unique and creative goods, as an example. The brand regularly produces helpful content and shopping guides. It created one such detailed shopping guide on office supplies. No wonder it ranks high on Google whenever a user searches for office supplies.

Etsy ranks high in Google search results when looking for office supplies | Source: Author

6. Showcase your value proposition

Converting a first-time visitor into a loyal customer needs a clear value proposition. 

While the previously mentioned steps will help you gain more traffic, clearly communicating your unique value proposition will help you stand out from competitors and convert visitors into customers. 

Ensure you have a clear and compelling message on your Shopify store.

How are other brands doing it? Here is an example. 

Birchbox, a beauty subscription service, highlights its unique selling point as it curates personalized beauty product boxes. It's targeting busy individuals who don't have time to find every product and wish to get a customized beauty regime pack. The brand showcases this value proposition on its website and social media channels. 

Birchbox website messaging shows its value proposition | Source: Birchbox

Birchbox social media content shows its value proposition | Source: Instagram

7. Optimize product pages

Often taken for granted by many, product page optimization is another crucial aspect that impacts user conversion rate. If your product page is slow or not user-friendly, users may bounce out soon.

Another important thing to take care of is message delivery. Is the page showcasing all the required information? 

Let's understand this with an example. Beauty Pie, a cosmetics brand, adds all the product details as well as a demo video to the product page so the user can get a clear idea.

Beauty Pie product page | Source: Beauty Pie

8. Highlight product reviews

Users are skeptical when it comes to online shopping, and reviews reinforce their trust. For higher conversion, highlight the experiences of your happy customers. 

Amazon does this effectively. First, you can see product reviews before making the purchase. Another new helpful feature is an AI-generated review summary, which sums up all customer reviews. 

With this feature, users don't have to read hundreds of reviews one by one. So, it's definitely a cherry on the top when it comes to customer experience.

AI-generated review summary | Source: Amazon

9. Add live chat 

Live chat is another great option for handling all your customer objections. Adding a live chat option allows you to address any customer queries that are hindering the purchase. It also elevates customer experience as they find the brand more easily approachable. 

Canyon, a bike brand, has a live chat option to answer any customer queries. Bike lovers are very specific about product features and have tons of queries before making a purchase. This brand can easily address all of them with live chat. 

Live chat option | Source: Canyon

10. Run abandoned cart campaigns

You have created the best product page that answers all customer queries. Still, a customer may add a product to a cart and not complete the purchase. Maybe they are rethinking if they need it or just got distracted and forgot about it. 

To regain such lost sales, you can run an automated cart campaign using a SMS marketing platform. These are nudges to complete the purchase. Sometimes, it comes with an incentive like free shipping, an extra 10%, etc. (whatever fits your business strategy).

Little Beast, a pet brand offering 15% off its abandoned cart campaign | Source: Really Good Emails

11. Provide multiple payment options

Even with the most optimized websites, users may drop out if there isn't a convenient payment option. Reduce cart abandonment by giving customers ample payment options. 

eBay, a global marketplace, is able to expand its customer base across demographics by providing a wide range of payment options, such as:

  • PayPal
  • PayPal Credit
  • Credit card or debit card
  • Apple Pay
  • Google Pay
  • Venmo
  • Spendable funds
  • Payment upon pickup
  • Wire transfer facilitated by eBay (select categories only)
  • eBay gift cards

Build a loyal customer base

12. Provide excellent customer service

Whether a customer chooses to repurchase from you depends on your customer experience.

Were you regular with previous shipping updates? 

Is your return or exchange process user-friendly?

Poor customer experience not only decreases existing customer lifetime value but also creates negative word of mouth. You can define workflow for shipping updates and returns using an eCommerce automation software

Athletic Green, a supplemented brand, sends tracking link to the customer when the product is shipped | Source: Really Good Emails

13. Offer cross-sells and upsells

You can further increase customer loyalty by offering personalized recommendations. It shows you are interested in the customer experience. 

By creating impactful upsell or cross-sell programs, you can provide additional value to customers by suggesting products that better meet their needs. 

For example, after a user makes a purchase, Dollar Shave Club recommends products to customers that can be added to their current shipment. These recommendations can improve the users' shaving regime, so there is a high chance that they will add these products to the cart.

Dollar Shave upsell campaign | Source: Really Good Emails

14. Plan win-back campaigns

You can retarget customers who haven't purchased in a while. The market is competitive, and everyone wants customers' attention. 

Win-back campaigns give customers a nudge to return and purchase again. You can send recommendations or any exclusive offer. 

For example, Outdoor Voices, an activewear brand, sends a 20$ coupon to users to motivate them to place an order.

Winback campaign by Outdoor Voices | Source: Really Good Emails

15. Run a customer loyalty program

Lastly, you can run loyalty programs to turn customers into brand advocates.

As part of the loyalty programs, you can offer perks such as:

  • exclusive discounts
  • early access to deals
  • free shipping
  • redeemable points.

You can send SMS or emails about it. For example, restaurant chain Zoës Kitchen ran a campaign with exclusive offers for its Rewards members. 

Boost your Shopify store sales with Plivo CX

Through direct integrations with platforms such as Shopify and BigCommerce, Plivo CX empowers businesses to manage the entire customer experience lifecycle—from attracting new customers, fostering engagement, and delivering exceptional service—via its omnichannel marketing and customer service solution. 

You can run all your SMS, email, or WhatsApp marketing campaigns to boost sales or build a loyal customer base on Plivo CX. 

The tool’s Audiences feature helps you assess your customers—their online behavior, engagement levels, and purchase history. Leverage this rich data to create targeted segments with a code-free segment builder to deliver maximum impact. 

Apart from that, you can also set event-based triggers to send out specific messages that drive engagement. 

You can also quickly launch campaigns with pre-built templates while having a granular look into how the campaigns are performing in real time. 

The tool also offers an AI-powered copywriter, so that you can deliver exceptional content at scale, anytime you want!

That’s not all, the platform comes with a dedicated module to ensure your support teams deliver exceptional service and automate the handling of repetitive queries by OpenAI-driven chatbots and more. 

 Sign up for a free trial today!

Aug 5, 2024
5 mins

The 6 Best Virtual Call Center Software for 2024

Learn more about the best virtual call center platforms for remote teams in 2024. Compare features, limitations, and reviews, and choose your best fit.

Contact Center

With the fourth Industrial Revolution underway, most knowledge workers expect flexible work environments. According to a survey by Owl Labs, 70% of respondents stated they’d prefer to work in a hybrid or remote setting.

This means businesses must move their operations to the cloud to stay relevant. For customer service and support, this includes a cloud-based call center—something that’s flexible, scalable, and location-independent. 

And this is where virtual call center software comes into play. But how do you make sure the solution is as effective as it appears? 

In this blog post, we will discuss the top-notch virtual contact center solutions you can use to help you select the best option.

What is Virtual Call Center Software?

Simply put, virtual call center software is a cloud-based platform that enables organizations to set up an effective contact center to handle customer interactions remotely. 

It comes with features like call routing, recording, and callback options, enabling agents to provide prompt and quality support from anywhere with a good internet connection.

As it is not heavily dependent on hardware, it can be set up easily, allowing customer service agents to work from anywhere. Plus, organizations can hire global talent and ensure round-the-clock support, ensuring happy customers. 

Key Features to Look for in Virtual Call Center Software

Virtual call center software directly impacts the quality of customer conversations and the productivity of your customer agents. Here are some must-have features to look out for in your next virtual call center platform:

Voice bots   

Voice bots use voice recognition and natural language processing (NLP) to provide instant, round-the-clock, and multilingual customer support. They can resolve common queries, offer self-service options, and direct complex, more nuanced queries to human agents. Voice bots allow businesses to provide personalized customer support while reducing costs related to hiring and training additional resources.

Metrics and reporting

Metrics and reports optimize your virtual call center's efficiency. By analyzing key performance indicators like call resolution rates, average handle time, and agent performance, you can identify bottlenecks in your contact processes and workflows. 

This data-driven approach empowers you to make informed decisions that enhance your overall operation.

Some specific features to look for include customer satisfaction score (CSAT), call recordings, real-time and historical reports, and so on.

Omnichannel support for agents

Nothing frustrates a customer more than repeating their issues to different agents and via different channels. With omnichannel support, you can ensure that your customers can not only reach agents through their preferred means—email, phone, WhatsApp, and more—but also sync all customer conversations into one place so all your customer service agents have access to previous conversations.

Call routing to qualified agents

Another feature to look for in your virtual call center platform is call routing. By routing calls to agents with the relevant expertise—whether that’s a feature, customer segment, or language—you can resolve issues at first contact without asking customers to hold or transfer them to others. 

Call routing also helps streamline your operations—for example, you can route calls to different customer service agents based on their shift timings, availability, and more.

Call recording

Traditional call centers have always practiced recording customer calls, and with good reason. It helps you evaluate an agent’s performance, fosters transparency between your business and the customer, and allows marketing teams to understand trends in customer behavior.  

So, taking this practice into your virtual call center with a call recording feature should be non-negotiable.

Live coaching

Real-time coaching creates a proactive learning environment where agents get immediate feedback on current interactions, increasing the efficiency and quality of customer service. Automated coaching tools ensure quality and compliance across all interactions on all channels.

When live coaching is made an integral part of daily operations, new agents can be trained directly on live interactions, minimizing onboarding costs and time. Call barging is another feature that facilitates quicker issue resolution and on-the-spot coaching.

Self-service chatbot

Another feature that can benefit your customer service team is a self-service chatbot. For common questions or requests, chatbots can provide immediate answers or send customers to the right help resources. 

AI-powered chatbots can even hold human-like conversations and respond to questions with contextual awareness. This ensures that customers have round-the-clock access to support and allows your human agents to focus on the more tricky customer requests.

Virtual Call Center Solutions at a Glance

Here’s a quick comparison of the top virtual call center tools:

Tools Key features Suitable for Starting price Reviews
Plivo CX – Omnichannel support

– Native voice calling

– Self-service chatbots

– Custom workflow builder

– agent coaching and reporting

eCommerce and retail stores Starts at $29 per user per month G2: 4.5/5 (700+ reviews)

Capterra: 4.3/5 (80+ reviews)

Zendesk – Ticket management

– AI bots

– Unified agent workspace

Retail, education, and manufacturing Starts at $69 per agent per month G2: 4.3/5 (5845 reviews)

Capterra: 4.4/5 (3874 reviews)

Five9 – Multichannel support

– Agent performance metrics

– Call routing

Healthcare, retail, and outsourcing Starts at $175 per month G2: 4.0/5 (388 reviews)

Capterra: 4.3/5 (462 reviews)

Aircall – Conference calls

– Custom agent schedules

Education and healthcare Starts at $40 per user per month G2: 4.3/5 (1040 reviews)

Capterra: 4.3/5 (420 reviews)

Talkdesk – sync conversations from in-person and virtual calls

–Omnichannel customer communication

Retail and hospitals Starts at $85 per user per month G2: 4.4/5 (2200 reviews)

Capterra: 4.6/5 (723 reviews)

Ameyo – Number masking

– Unified agent dashboard

– Callback management

BPO, telecom, and government Custom G2: 4.3/5 (232 reviews)

Capterra: 4.1/5 (96 reviews)

Top 6 Virtual Call Center Software for 2024

Let’s dive into the finer details now—the features, limitations, and what customers say—so you can compare all aspects of these virtual call center tools and make informed decisions. 

1. Plivo CX 

Cloud-based Plivo CX is a web-based omnichannel virtual call center platform with features to streamline communications and elevate satisfaction. A perfect fit for retail and e-commerce stores, the platform enables customer service teams to provide top-notch support from anywhere. 

Also, it leverages Plivo’s award-winning global communication network, which delivers latency-free calls, reliable messaging and high scalability. 

Build an omnichannel virtual call center with Plivo CX

Moreover, it integrates with homegrown systems, existing CRM and helpdesk applications, allowing for a consolidated view of customer data and conversation history.

Plivo CX key features

  • Omnichannel support: Set up various communication touchpoints, including AI-powered live chat, voice, SMS, email, and WhatsApp in a single Unified Agent Desktop. Customers can choose their preferred method of contact, while agents don’t have to switch between channels—a win-win for both
  • Intuitive chatbots: Reduce your response time and offer customers 24/7 support with OpenAI-powered chatbots that can provide quick resolutions. You can also develop custom knowledge bases
  • Live monitoring and coaching: Provide immediate assistance to agents and resolution to customer queries with real-time monitoring, coaching and barge-in features
  • Interactive Voice Response (IVR): Automate basic inquiries and route customers to the appropriate resource (or agent) with pre-recorded messages and keypad options
  • No-code workflow builder: This can simplify the creation of customer journey workflows, eliminating the need for complex coding. With easy-to-configure components and remote triggering capabilities, businesses can automate processes, streamline issue escalation, and ensure efficient skill-based routing
  • Real-time reporting: You can also leverage Metrics & Reporting to gain valuable insights into your virtual contact center's performance. With additional coaching tools like call recording, barge, whisper, and CSAT collection, businesses can enhance agent training, monitor customer satisfaction, and drive continuous improvement

Plivo CX limitations

  • Lacks tools to ensure consistent quality and manage agent productivity
  • Excludes mobile access for agents who need to work remotely
  • May not be perfect to handle a high volume of ticket-based support requests efficiently

Plivo CX pricing

Omnichannel (annual plans):

  • Growth: $29 per user per month
  • Business: $69 per user per month
  • Enterprise: Available on request

Voice-Only annual plans

  • Growth: $25 per user per month
  • Business: $40 per user per month
  • Enterprise: Available on request

Chat-Only annual plans

  • Growth: $15 per user per month
  • Business: $30 per user per month
  • Enterprise: Available on request

Plivo CX reviews

  • G2: 4.5/5 (700+ reviews)
  • Capterra: 4.3/5 (80+ reviews) 

2. Zendesk

Source

While not a virtual call center per se, Zendesk has a variety of features closely connected to the virtual call center function, like omnichannel messaging channels and agent workspaces. It also provides other service-related features like a help guide builder, community forum, ticket management, and more.

Zendesk key features

  • Unify all customer conversation data by bringing calls, chats, and emails to one platform
  • Make the most of your voice calls—by embedding the call option in apps, downloading call transcripts, and more
  • Route customer tickets to the right agents based on language, request type, and more 
  • Respond quickly with AI chatbots and other automation capabilities

Zendesk limitations

  • As Zendesk focuses on ticketed conversations over non-ticketed, impromptu ones, keeping track of conversation history can be difficult (G2)
  • Lacks holistic collaboration tools that can make internal communication between agents challenging (G2)
  • Does not facilitate conversational support for businesses

Zendesk pricing

  • Suite Team: $69 per agent/month
  • Suite Growth: $115 per agent/month
  • Suite Professional: $149 per agent/month
  • Suite Enterprise: Custom pricing

Zendesk reviews

  • G2: 4.3/5 (5845 reviews)
  • Capterra: 4.4/5 (3874 reviews)

3. Five9

Source

Five9 is a Call and Contact Service (CCAS) provider that empowers businesses to provide seamless and convenient support experience. Features like omnichannel support, intelligent call routing, and genAI capabilities make it easy for customer service agents to provide top-notch support without depending on restrictive infrastructure.

Five9 key features

  • Help agents work smarter with call recordings, real-time coaching, and agent performance data
  • Allow agents to handle customer tickets through multiple channels—chat, email, social media, and even SMS
  • Use call routing features like Automatic Call Distributor (ACD) and skills-based routing to send calls to the right agents

Five9 limitations

  • Five9 possesses an outdated backend system—APIs and codebase—that might feel non-intuitive for some users (G2)
  • It operates as a closed platform, preventing potential users from testing its features through product trials
  • This platform shares similar drawbacks with Talkdesk, further limiting its appeal.

Five9 pricing

  • Digital: $175 per user per month
  • Core: $175 per user per month
  • Premium: $235 per user per month
  • Optimum: $290 per user per month
  • Ultimate: $325 per user per month

Five9 reviews

  • G2: 4.0/5 (388 reviews)
  • Capterra: 4.3/5 (462 reviews)

4. Aircall

Source

Aircall is a customer communication platform that provides sales and service teams with business phone features like toll-free numbers, conference calls, call routing, and business text messages. However, as Aircall doesn’t support AI chatbots or other communication channels, you’ll have to pick other tools to perform those functions.  

Aircall key features

  • Host conference calls with up to five people with Aircall’s VoIP feature
  • Set custom schedules for each agent so they receive calls only during their working hours
  • Get an overview of what the entire team is doing—who’s on a call and who’s free—with a team dashboard
  • Integrate Aircall with CRM software and allow agents to access customer data and past interactions

Aircall limitations

  • The platform provides limited customer support (Capterra)
  • Aircall focuses solely on voice-based support, lacking the multi-channel capabilities of platforms like Intercom
  • Its workflow designer is limited and lacks the flexibility needed for custom journeys

Aircall pricing

  • Essentials: $40 per license per month
  • Professional: $70 per license per month
  • Custom: Custom pricing

Aircall reviews

  • G2: 4.3/5 (1040 reviews)
  • Capterra: 4.3/5 (420 reviews)

5. Talkdesk

Source

Talkdesk is a Cloud Contact Center Service (CCAS) tool specially designed for large-scale businesses, typically retail and hospitals. Its features, such as omnichannel support, IVR, and voice calling, can be great for any customer service team. 

Talkdesk key features

  • Sync the physical and digital history of retail customers with unified dashboards
  • Make customer engagement seamless with multichannel support
  • Automate customer service, operationalize AI and build no-code generative AI models using Talkdesk AI 

Talkdesk limitations

  • Requires additional support software to manage and capture all customer interactions
  • Relies on a third-party service for voice communication
  • Lacks native omnichannel support capabilities

Talkdesk pricing

  • CX Cloud Digital Essentials: $85 per user per month
  • CX Cloud Essentials: $85 per user per month
  • CX Cloud Elevate: $115 per user per month
  • CX Cloud Elite: $145 per user per month

Talkdesk reviews

  • G2: 4.4/5 (2200 reviews)
  • Capterra: 4.6/5 (723 reviews)

6. Ameyo

Source

Ameyo’s virtual call center software is widely used by agents who prefer the work-from-home (WFH) and work-from-office ( WFO) models. Supervisors can track and compare efficiency based on the number of calls handled, network failure, and call connectivity ratio for both these work models and make business decisions accordingly. This is a standout capability of Ameyo’s remote call center software. 

Ameyo key features

  • Protect customer privacy with number masking
  • Centralize data with a unified agent dashboard
  • Follow up easily with callback management

Ameyo limitations

  • Relies on unreliable third-party services
  • Lacks transparent pricing tiers
  • No trial available
  • Offers only pre-configured integrations

Ameyo pricing

  • Custom pricing

Ameyo reviews

  • G2: 4.3/5 (232 reviews)
  • Capterra: 4.1/5 (96 reviews)

Manage Your Remote Teams With Plivo CX’s Virtual Call Center Platform

Virtual call centers can benefit small and large businesses alike, increasing agent productivity and customer satisfaction.

If you’re looking for a comprehensive, omnichannel virtual call center solution that comes with foolproof security, try Plivo CX. It is loaded with all the cutting-edge features you need to take your call center to the cloud, including a single-window pane to manage omnichannel service operations, OpenAI-developed self-service chatbots, a no-code workflow builder and real-time reporting. 

Request a demo and explore how Plivo CX can help you set up a robust, round-the-clock virtual call center. 

Aug 5, 2024
5 mins

Innovative Ecommerce Marketing Strategies to Get More Sales in 2024

Want to increase sales and engagement for your ecommerce business? Try these ecommerce marketing strategies for quick and effective results.

e-commerce Marketing

Did you know that the number of ecommerce sites tripled between 2019 and 2023 to 26.5 million, and half of these sites are from the US?

As the industry is becoming more competitive each day and the market is growing so rapidly, you have to grow with the market itself. As Forbes puts it, “Grow or Die is the new reality of ecommerce.”

However, with the ever-ballooning costs of ads, you have to come up with creative ecommerce marketing strategies to attract sales and engagement. To help you get started, in this blog post, we’ve curated some impactful marketing strategies that can put you ahead of the competition. 

Top ecommerce marketing strategies

1. Leverage omnichannel marketing 

The customer journey has several touchpoints. Your website, shopping store, and mobile apps are some of them. Omnichannel marketing ensures that customers experience consistent brand messaging across all these channels without any hassles of switching between platforms.

Integrating SMS, emails, and WhatsApp into your marketing strategy can significantly enhance engagement and conversion rates. 

For example, you can create a marketing flow across three platforms 

  • Email campaign: Announce a new product launch with detailed information and high-quality images.
  • SMS reminder: Send a follow-up SMS to remind customers about the product launch and direct them to your website.
  • WhatsApp message: Provide an exclusive discount code via WhatsApp to encourage immediate purchases.

This multi-channel approach keeps your brand top of mind and provides multiple touchpoints to engage customers effectively.

How to create an omnichannel marketing strategy?

Since there are multiple channels involved, you need a robust ecommerce marketing software tool to execute this strategy. 

As an all-in-one, web-based platform for managing the entire customer experience journey end to end, Plivo CX supports your marketing efforts across diverse channels such as SMS, email and WhatsApp and on marketplaces such as Shopify and BigCommerce. 

For example, it tracks customer behavior across your storefronts to identify their unique needs, behavior patterns, and segments customers based on specific attributes.

Once you’ve got specific segments, you can create personalized SMS, email and Whatsapp right within the platform with the help of an AI-driven copywriter and schedule them so that they can send trigger event-based messaging to the right customer segment at the right time. 

Not only that, but you can also develop and deploy highly impactful and completely tailored campaigns in just four steps and monitor the key metrics to help you measure ROI. 

2. Launch a subscription service 

A subscription service can provide a steady revenue stream and foster customer loyalty. 

For instance, Dollar Shave Club disrupted the shaving industry with its subscription model, offering customers high-quality razors and grooming products delivered to their doorstep. 

Similarly, Birchbox has revolutionized the beauty industry by providing personalized beauty product samples on a monthly basis.

Source: Birchbox

While subscription services are commonly associated with industries like beauty and grooming, various other sectors can also benefit from this model. Brands that offer consumable products, such as food and beverages, health supplements, and pet supplies, can also offer subscription services. 

Additionally, niche markets with a loyal customer base, such as specialty coffee, artisanal goods, and hobby supplies, can also thrive with a subscription model.

3. Leverage user generated content 

86% of consumers say that they are more likely to trust a brand that shares UGC. Through user generated content, you can leverage the authentic voices of your customers to build credibility in the market.

UGC opens up conversations between a brand and its customers. This interaction helps you build an engaged and loyal community. 

How can you encourage UGC?

  • Product giveaways: By offering a free product in exchange for a review or a social media post, you can generate a wealth of authentic content.
  • Influencer collaborations: Influencers can create engaging content around your brand’s products. This content reaches a broader audience and encourages their followers to share their experiences.
  • PR packages: You can send PR packages to bloggers, influencers, and loyal customers to attract unboxing videos, reviews, and social media posts. 

A prime example of a brand benefiting from UGC is Glossier. The beauty company heavily relies on its community of users to share their experiences. Glossier encourages customers to post their product reviews and makeup looks on social media. 

This strategy has significantly boosted Glossier’s visibility and credibility, resulting in a loyal customer base and impressive sales growth.

4. Host live or virtual events

According to Freeman’s latest report, 80% of attendees say that events are the most trusted way to discover new products and services. In events, you can direct customer engagement, media coverage, social media shares and customer feedback.

These events include product launches, webinars, virtual shopping experiences and live Q&A sessions. For small businesses, virtual events have become cost-effective alternatives to traditional in-person events. They set up on way lesser investment as compared to live events, thus increasing the ROI.

How can brands promote their products at events?

  • Interactive demonstrations: Live demonstrations allow customers to see products in action. You can answer customer queries in real time and also take feedback.
  • Exclusive discounts and offers: Proposing exclusive discounts or early access to new products during events builds a sense of urgency and encourages immediate purchases.
  • Engaging content: Incorporating engaging content such as behind-the-scenes looks, customer testimonials, and live chats can make events more interactive and memorable.

Here’s an example of an event from Sephora. The retail brand is hosting events across the US to promote the launch of the new holiday collection by Rare Beauty. 

Source: Sephora

5. Create comparison guides 

Comparison guides—blogs and videos—offer side-by-side comparisons of various products to simplify your customers' research process. These are especially valuable for customers at the bottom of the funnel (BOFU) who are close to making a purchase.

They provide detailed insights into the features, benefits, and drawbacks of similar products so consumers can choose the best option for their needs. 

How to create BOFU guides?

Creating effective BOFU guides involves several key steps:

  • Identify key comparison points: Determine the most critical factors that customers consider when chosing between similar products (e.g., price, features, quality, user reviews).
  • Gather accurate data: Ensure you have accurate and up-to-date information about each product. This may involve conducting research, collecting user reviews, and consulting expert opinions.
  • Use visual aids: Incorporate comparison tables, charts, and videos to make the information easily digestible and visually appealing.
  • Provide balanced views: Offer unbiased comparisons by highlighting both the strengths and weaknesses of each product. Avoid overly promotional language.
  • Include testimonials and case studies: Share real-life experiences and testimonials from customers who have used the products. This adds credibility and relatability to your guide.
  • Optimize for SEO: Use relevant keywords and phrases to ensure your comparison guides rank well in search engines, making them easily discoverable by potential customers.
  1. Retarget past customers 

Retargeting past customers is a powerful strategy to bring back visitors who have shown interest in your products but haven't completed a purchase. This can be done through various channels, including your website and social media.

6. Retargeting on website 

Website retargeting involves displaying ads to people who have previously visited your site but left without making a purchase. By keeping your brand and products in front of these potential customers, you can increase the chances of converting them into buyers.

Strategies for website retargeting:

  • Personalized ads: Show personalized ads based on the products they viewed or added to their cart.
  • Exclusive offers: Offer special discounts or promotions to entice them to return and complete their purchase.
  • Dynamic retargeting: Use dynamic ads that automatically show the exact products the visitors were interested in.

Retargeting on social media 

Social media platforms offer robust retargeting options that allow you to reach past visitors and engage them with targeted ads. Platforms like Facebook, Instagram, and LinkedIn have advanced retargeting features that can help you reconnect with potential customers.

Strategies for social media retargeting:

  • Custom audiences: Create custom audiences based on website visitors, email lists, or app users. This allows you to tailor your ads specifically to people who have already shown interest in your brand.
  • Engaging content: Use engaging and visually appealing content, such as carousel ads, video ads, and interactive posts, to capture their attention.
  • Retargeting campaigns: To drive conversions, run retargeting campaigns with a clear call to action, such as "Complete Your Purchase" or "Check Out Our New Arrivals."

7. Send automated SMS or email campaigns 

45% of customers prefer sales and promotional messages from brands. Also, in 2023, marketers witnessed a doubling of their ROI with email marketing. These stats prove that SMS and email are the top channels for increasing customer engagement.

But timing is crucial in marketing. Studies show that automated emails can generate 320% more revenue than non-automated emails.

That’s why you need ecommerce marketing software to create, manage and monitor your email and SMS campaigns.

How to use ecommerce marketing software to send automated emails and SMS?

Plivo CX provides end-to-end automation to share personalized messages and engage customers. Here are some features of Plivo CX that make it a great platform to send automated emails and SMS:

  • Global reach & reliable delivery: Unlike many communication platforms, Plivo takes complete control by owning and operating the entire delivery platform and network. This translates to direct carrier connections with multiple fallback options and automatic failover. The result is unmatched reliability—your messages get securely delivered on time without failure.
  • AI writing assistance: Create personalized messages with an AI-powered copywriter.
  • Built-in channels: Engage customers via SMS/MMS, WhatsApp, and email
  • Segmentation & lists: Target the right audience with segmentation tools and managed opt-in/opt-out lists.
  • Automatic URL shortening: Keep messages concise and clear.
  1. Create customer segments for hyper personalization 

Customer segmentation helps you identify different groups within your customer base. These segments can be based on various criteria, such as demographics, purchase history, browsing behavior, and more. 

By segmenting customers, you can deliver more personalized content and offers to different customer groups.

How can you use segments to create personalized experiences?

Ecommerce brands can leverage customer segments to create hyper-personalized experiences across multiple channels:

  • Email: Segment your email list based on criteria like purchase history, location, or browsing behavior. Send personalized emails with product recommendations, exclusive offers, and relevant content.
  • SMS: Use segmentation to send targeted SMS campaigns. For example, send reminders to cart abandoners, notify VIP customers about special sales, or share personalized discount codes.
  • Social media: Create targeted social media ads for different customer segments. Promote new products to customers who have shown interest in similar items or retarget customers who have previously visited your site.

When it comes to personalization, you can easily create customer segments with Plivo CX with as many rules as you like. Then, it captures specific actions and events in the storefront and uses them as triggers for ‘journeys.’ 

For example, you can share back-in-store alerts for products they like or share flash sale offers on items related to a keyword they are engaged in. 

9. Display “similar products” on checkout pages 

Displaying similar products on checkout pages can help you upsell customers. It encourages customers to add more items to their cart. Suggest products that complement the items in the customer’s cart (e.g., a phone case for a phone).

You can also display popular or highly rated products that are similar to the items that your customer is buying. Then, share special offers to motivate customers to make the purchase.

10. Emerging technologies

Emerging technologies such as artificial intelligence (AI), machine learning, augmented reality (AR), and virtual reality (VR) are providing innovative ways to enhance customer experiences and drive sales.

Artificial Intelligence (AI) and Machine Learning 

AI and machine learning enable personalized shopping experiences, improve customer service, and optimize your ecommerce marketing strategies.

Applications of AI and Machine Learning:

  • Personalized recommendations: AI algorithms analyze customer data to suggest products that match their preferences and past behaviors.
  • Chatbots and virtual assistants: These tools provide instant customer support and answer queries.
  • Predictive analytics: Machine learning models predict future trends and customer behaviors so you can make informed decisions.

For example, Amazon uses AI and machine learning to suggest products based on customers' browsing and purchase history. 

Augmented Reality (AR) and Virtual Reality (VR) 

AR and VR technologies allow customers to interact with products in immersive ways before making a purchase.

Applications of AR and VR:

  • Virtual Try-Ons: Let customers try on clothing, accessories, or makeup virtually to provide a realistic preview of how products will look.
  • 3D Product Views: VR can be used to offer a 360-degree view of products, such as furniture, to see how they fit into their space. 
  • Virtual Showrooms: Use VR showrooms where your customers can explore and interact with products as if they were in a physical store.

For example, IKEA’s AR app, IKEA Place, allows customers to visualize how furniture will look and fit in their homes. It superimposes 3D models of products into their living spaces using a smartphone camera.

11. Add quizzes on your websites 

Integrating quizzes into your e-commerce website is an engaging way to interact with customers, gather insights, and guide them toward the right products.

Several brands effectively use quizzes to enhance the shopping experience and drive sales. 

For instance, Sephora’s “Find Your Foundation” quiz helps customers identify the best foundation shade and type for their skin. Also, Warby Parker’s “Home Try-On” quiz helps customers select eyewear styles that suit their preferences and face shape.

Source: Sephora

12. Set up a referral campaign

Referral campaigns are an effective way to leverage your existing customer base and attract new customers. These campaigns encourage satisfied customers to refer friends and family in exchange for rewards.

You can host product giveaways so that customers feel tempted to engage with your brand, receive free products and refer them to their followers on social media. 

  • Social media contests: Encourage followers to like, share, and comment on your posts for a chance to win a product.
  • Email campaigns: Offer exclusive giveaways to subscribers who refer friends or engage with your emails.
  • Website pop-ups: Use pop-ups to announce giveaways and collect entries from website visitors.

How to set up referral campaigns?

Setting up a successful referral campaign involves several steps:

  • Choose a platform: Use referral marketing software such as ReferralCandy, Yotpo, or Friendbuy to manage your campaign.
  • Define rewards: Decide on the incentives for both the referrer and the referred customer, such as discounts, free products, or loyalty points.
  • Create a landing page: Design a dedicated landing page explaining the referral program, how it works, and the rewards on offer.
  • Promote the program: Use email marketing, social media, and website banners to promote your referral program and encourage participation.
  • Track and optimize: Monitor the performance of your campaign, track referrals, and optimize the program based on feedback and results.

Get maximum ROI on your ecommerce marketing strategies with Plivo CX

To get maximum sales and engagement, you need a robust tool to support your ecommerce marketing tactics. As an omnichannel customer engagement platform, Plivo CX is just the option for you. 

Relying on its premium carrier network, this intuitive tool lets you maximize the impact of your marketing strategies on diverse channels, such as email, SMS and WhatsApp. 

You just have to select your audience segment, pick their preferred channel and schedule your messages. The Journey feature does the rest, as it identifies key events to trigger specific time-sensitive messages that meet customers where they are on the journey. You don’t have to write these messages yourself. The AI copywriting assistance does it for you. Not to mention, you can consistently keep track of the campaign's impact.  

Book a demo today for Plivo CX today to get started. 

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