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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 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!

Apr 3, 2025
5 mins

SMS Lead Generation: Everything You Need to Get Started

Struggling with SMS lead generation? Learn how Plivo CX's AI-powered SMS marketing helps e-commerce brands drive conversions, automate campaigns & boost ROI.

Let’s be real—getting leads isn’t the problem. Getting them to engage? That’s the real challenge. You can have the best offer, but if your message is not seen, it won’t get results.

The good news is that SMS is breaking through the noise. In fact, 76.2% of consumers say SMS is more effective at generating actions that lead to a purchase than email.

Why? Because texts land directly in your customer’s hands—no spam filters, no distractions, just instant, personal communication.

SMS lead generation is quickly becoming a cornerstone of modern marketing. In this article, we’ll dive into why SMS lead generation is rapidly becoming a must-have for businesses looking to engage, convert, and grow their customer base.

Why SMS is an effective lead generation tool

SMS marketing is a powerful tool for lead generation. It helps businesses build and nurture a qualified audience directly through SMS. Here are some key advantages that make SMS so effective for lead generation: 

High open rates & immediate attention

Text messages are almost always read – often within minutes. Studies confirm SMS open rates around 98%, higher than email​. The immediate visibility means your lead-gen offers (coupons, event invites, etc.) get seen right away, capturing customer attention in real time.

💡 Pro tip: Time your SMS campaigns strategically—sending messages when customers are most active can increase engagement and conversions.

Direct & personal communication

SMS creates a direct and personal connection between brands and potential customers. With the ability to personalize messages based on customer preferences, past interactions, or purchase history, SMS helps brands build stronger relationships and trust. 

Example: "Hi [Name], your favorite moisturizer is back in stock! Shop now before it’s gone: [link]."

💡Pro tip: Use first names, purchase history, or location-based offers to make SMS messages feel even more relevant and personal. 

Real-time engagement 

SMS enables businesses to engage with customers instantly. This makes SMS a preferred medium for promotions, updates, and limited-time offers. It allows for two-way conversations, where businesses can answer questions and send timely reminders when a lead is most interested. 

💡 Pro tip: Use SMS for flash sales or time-sensitive deals—customers are more likely to act quickly when they receive an offer with a clear deadline.

Cost-effective marketing

SMS campaigns are a cost-effective way to engage potential customers and increase sales. With message costs ranging from $0.015 to $0.050 per SMS, businesses can reach large audiences without significant money spent. 

Despite the low cost, SMS generates high response rates and a strong return on investment, making it an excellent text message lead generation tool for lead nurturing, promotions, and customer retention. For budget-conscious marketers, SMS offers maximum impact with minimal expense.

Example 1: A boutique clothing store replaces printed discount flyers with SMS promo codes, saving on printing costs while directly reaching active shoppers.

Example 2: Instead of investing in costly retargeting ads, a home décor brand uses SMS flash sale alerts to attract customers for exclusive discounts and limited-time offers

Automation & scalability 

With SMS automation, businesses can send messages to thousands of customers efficiently. Automated workflows allow brands to set up welcome messages, abandoned cart reminders, or follow-ups without manual effort. 

Whether you’re targeting a small segment or a nationwide audience, SMS can scale to meet your needs​

💡 Pro tip: Set up an automated drip campaign to send SMS messages over time. This helps to guide potential customers toward a purchase.

Together, these advantages explain why more businesses are leveraging SMS for lead generation. 

Proven SMS techniques for lead generation

You know SMS works—but how do you use it to drive more leads? Here are some tested strategies that top brands rely on to turn texts into conversions.

Offer exclusive content or discounts

People love getting something extra, especially when it feels exclusive. By offering discounts, special deals, or early access to new products via SMS, you create an immediate incentive for customers to respond.

Make sure your offer is time-sensitive to create urgency, which further motivates recipients to act quickly. Phrases like “For you only,” or “Exclusive offer just for our subscribers” can make recipients feel valued and increase the chances of conversion.

Image showing an SMS message offering an exclusive discount with a limited-time offer.
Source

Create compelling CTAs for immediate action 

Create your SMS messages with a clear, strong call-to-action (CTA) that urges instant response. Since texts are typically read quickly and have a character limit, use that brief moment to spark action.

Pro tip: Use action-oriented language like “Claim your offer now,” “Get started today,” or “Shop while stocks last” to prompt immediate responses.

SMS message with a strong call-to-action prompting immediate action.
Source

Lead generation through SMS thrives when your CTA is clear, direct, and compels the recipient to act fast.

Use opt-in keywords and shortcodes 

Simplify the process of joining your SMS list through keywords and shortcodes. For instance, you might advert JOIN to 12345 for updates. This text-to-subscribe approach makes opt-ins instant. A customer sends a one-word text and is automatically added to your campaign. 

Example:

A fitness apparel brand wants to grow its SMS list. They advertise:
“Text FIT to 56789 for 15% off your first order and exclusive updates!”

By texting “FIT” to 56789, customers are instantly added to the SMS list. This quick, frictionless opt-in process allows leads to sign up easily with just one text.

Pro tip: Make sure to choose an easy-to-remember keyword related to your campaign (e.g., text SALE, VIP, DEMO, etc.).

Segment your audience for targeted campaigns

One-size-fits-all messaging yields mediocre results. Instead, segment your SMS leads based on factors like demographics, purchasing behavior, and engagement history.

Example:

An online clothing store wants to send targeted offers. They segment their audience into two groups: frequent shoppers and seasonal browsers.

  • Frequent shoppers: Receive exclusive offers like “Thanks for being a loyal customer! Enjoy 25% off your next order.”
  • Seasonal browsers: Receive a message like “Welcome back! Get 15% off your next purchase, just for you.”

Businesses that segment their SMS campaigns see higher conversion because the messaging is more personalized and on-point​. 

Utilize SMS automation for timely follow-ups 

Don’t rely on manual texting, set up automated SMS workflows that send follow-up messages, reminders, or abandoned cart notifications. These automated texts can remind customers about products they’ve left behind, share additional offers, or provide updates on the status of their orders. 

SMS automation ensures no customer is left unattended and helps move prospects down the funnel with well-timed nudges.

Example:

An online home goods store uses SMS automation to follow up with leads.

  • Welcome message: As soon as a customer subscribes, they receive an immediate “Welcome! Get 10% off your first order. Shop now!”
  • Follow-up offer: If the customer hasn’t made a purchase within two days, they receive a reminder: “Still thinking it over? Here’s 15% off your first order!”

By implementing these techniques, you can steadily grow your list of SMS leads and keep them actively engaged. 

Best practices for SMS lead generation

While SMS is powerful, success largely depends on how you use it. Here are some best practices to ensure your SMS lead generation campaigns are effective and well-received:

Personalize and be relevant 

Treat SMS leads like individuals, not numbers on a list. Use personalization wherever possible—greet recipients by name and tailor messages to their interests or past interactions. 

For example, if you know a customer’s preferred product category, mention it. Personalization shows that your texts are for them, which improves response rates. 

In this SMS (image below), they address the customer by name (Elizabeth) and highlight their status as a “Platinum Comfort Crew member.” Personal touches like this make the recipient feel special and valued.

Screenshot showing a personalized SMS, offering first access to a sale.
Source

Optimal timing and frequency 

A staggering 90% of consumers respond to a text within 30 minutes, which underscores the importance of reaching your audience at the right moment. 

To maximize engagement, aim to send texts between 10 AM and 8 PM, avoiding early mornings before 8 AM, late evenings after 9 PM, Mondays, and rush hours. Mid-afternoon often works best. 

When it comes to frequency, it’s all about balance. Nearly 60% of smartphone users opt out of a brand’s messages when they feel overwhelmed by too many updates. 

Pro tip: Space out your messages and keep them meaningful—aim for one or two valuable texts per week to avoid overwhelming your audience and maintain engagement.

Keep messages concise and clear 

SMS has a character limit, which means you must communicate your message clearly and concisely. Your text should get to the point quickly, without any unnecessary fluff. 

Focus on one core message in each SMS, whether it's an offer, update, or reminder. Use short, direct language, and avoid long sentences or paragraphs.

Screenshot showing a clear SMS with a direct call to action
Source

For example, instead of saying, “We have a new collection of products that we think you might like, and it’s available on our website,” say, “New collection just dropped! Shop now and get 10% off!”

If more detail is needed, include a link to a mobile-friendly landing page for the lead to learn more. 

Track and analyze performance 

Treat SMS campaigns like any other marketing effort – track the results and adjust the strategy accordingly. Monitor key metrics such as open rate, click-through rate, response rate, and conversion rate. 

Also, pay attention to unsubscribe rates after each SMS campaign. Analyzing these data points will tell you what’s working and what isn’t. You can experiment with A/B testing for different CTAs, message lengths, or timing to see what drives the best results

For instance, you may find that messages sent on Friday evenings receive higher engagement or that one offer generates more conversions than another. Use this insight to refine your approach, perhaps adjusting send times, wording, or segment targeting. 

The role of SMS marketing automation in lead generation

Automation simplifies lead generation by handling manual tasks, ensuring no lead slips through the cracks. With SMS marketing automation, businesses can send the right message to the right lead at the right time—without manual effort for each interaction. This makes capturing and nurturing leads easier, faster, and more efficient.

Here’s why SMS automation is so important and how it works:

Key benefits of SMS marketing automation

Instant follow-ups: Automatically send a welcome message as soon as a lead opts in, keeping them engaged from the start.

Personalized offers: Use customer data to send relevant offers, product recommendations, and reminders tailored to their interests.

Higher conversion rates: Schedule automated follow-ups to nurture leads, recover abandoned carts, or re-engage inactive customers.

Timely touchpoints: Ensure leads receive timely updates, promotions, and reminders without manual effort.

Scalable communication: With the right SMS lead generation tool, you can manage high volumes of leads with automated workflows. This frees up your team while maintaining consistent outreach.

As a robust omnichannel customer engagement tool, Plivo CX checks all the boxes for a reliable and efficient SMS lead generation platform. 

With its user-friendly interface and powerful analytics tools, Plivo CX optimizes your SMS marketing for maximum impact and streamlines your lead generation and conversion process with automation.

As a testament to its efficiency, Deckers Brands found Plivo's queuing system to be a game-changer. Jacob Martine, project manager at Deckers Brands, states, 

"With fewer worries about rate limits and batch sizes, our developers face less burden. If we need to send 50,000 messages, we simply send them all—Plivo handles the rest, delivering without us worrying about the process."

Drive more leads with SMS marketing powered by Plivo CX

E-commerce managers face a tough challenge—reaching customers at the right time is harder than ever. Manual campaign management takes too long, and generic messages don’t drive conversions. Without automation and personalization, it’s easy to miss opportunities to connect with potential buyers

Plivo CX is an all-in-one customer engagement platform designed to maximize SMS lead generation results. It brings together real-time delivery, intelligent automation, and data-driven insights so businesses can capture and convert more leads via SMS. 

Here’s how Plivo CX can get more leads by elevating your SMS marketing:

  • Powerful audience targeting: Build highly focused campaigns by syncing your e-commerce platform data or importing contacts. With the Audiences feature, segment audiences based on purchase behavior, engagement data, and demographics to send highly personalized SMS campaigns.
Image showing Plivo CX’s customer segmentation dashboard
Target customers with precision using Plivo CX’s advanced segmentation tools.
  • Multi-channel engagement:  Connect with your customers on their preferred channels—whether it's SMS, MMS, or Email. This increases the chances of meaningful interactions and conversions.
  • AI-powered SMS personalization: Use the Copywriter AI to generate compelling, data-driven SMS messages instantly. Fine-tune your messages to resonate with your audience instantly.
 Image showing AI-generated SMS message template.
Create high-impact personalized SMS with AI-powered suggestions.
  • Send messages at the ideal time: Automate and schedule messages to align with optimal timings across different time zones, ensuring they reach customers when they are most likely to engage, maximizing impact.
Image displaying an SMS at different times.
Automate and schedule SMS to deliver across different time zones.
  • E-commerce integrations: Effortlessly connect with e-commerce platforms like Shopify, WooCommerce, BigCommerce, and Magento to personalize and send SMS directly from your e-commerce platforms.
  • Track conversions & optimize ROI: Gain valuable insights into what resonates with your audience and continuously optimize your campaigns for maximum ROI. 
Image showing campaign performance dashboard with tracking metrics.
Track campaign performance and optimize for better ROI.

With Plivo CX’s robust global messaging network covering 220+ countries, businesses can scale their SMS marketing effortlessly, reducing costs by up to 70% while tripling ROI.

Plivo CX users generate an average of $71 for every $1 spent, making it a must-have for data-driven, high-impact SMS campaigns.

Don’t let missed opportunities hold your business back—start driving more leads and conversions today with Plivo CX. 

Schedule a free demo now!

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May 17, 2024
5 mins

10 Ecommerce Promotion Ideas To Boost Sales in 2024

Discover 10 best eCommerce promotion ideas that actually work without any extensive tech setup. Bonus: Get real-world examples to see every idea in action.

e-commerce Marketing

There are hundreds of online promotion ideas for eCommerce businesses, many of which require a considerable technical setup as a prerequisite. 

From this gigantic pool of ideas, we have compiled a list of 10 low-hanging fruits: 10 eCommerce promotion ideas that are easy to implement, don't require extensive technical knowledge, and have excellent ROI. 

Keep reading to boost your eCommerce business sales. 

What is an Ecommerce Sales Promotion?

eCommerce sales promotions are marketing strategies that brands adopt to attract new customers or boost purchases from existing customers. In the current competitive market, where several brands are fighting for customer attention, promotions are key to staying relevant. They not only attract new customers but also keep existing customers engaged.

Why Ecommerce Promotions Are Important

Here are the top four reasons to invest in eCommerce promotion techniques.

1. Increase Brand Awareness

Promotions increase your brand's visibility. On average, it takes potential customers eight touch points to become familiar with the brand and consider making a purchase. So, while every promotion may not lead to direct sales, it will nurture potential customers and lead to sales in the future.

2. Attract New Customers

Imagine the possibilities when you have a few website visitors already familiar with your brand. With the right marketing campaigns, you can convert them into paying customers. 

You can also attract potential customers who are already looking for a product you sell. You can show them why your product is the best with a compelling campaign.

3. Boost Sales

It's not just about converting a customer to make a first purchase. Knowing the art of upselling is essential to running a successful eCommerce business. With promotions, recommendations, and limited-time offers, you can motivate customers to buy more from you.

4. Build Customer Loyalty

Promotions can increase customer lifetime value. You can re-engage with customers who are no longer active on the platform with promotions and discounts. You can also design loyalty programs to foster long-term customer relationships and increase the chances of repeat purchases.

10 Best Ecommerce Promotion Ideas

You can implement the ten types of eCommerce promotions below through your regular SMS or email marketing software. You don't need any extensive tech setup to plan these eCommerce offers. 

1. Flash Sales

Flash sales are promotional events that announce discounts on products by an eCommerce store for a short period of time. The catch is that the sales last for a limited time. So, the promotion is enticing to customers and insists on impulse buying. Such sales result in bulk sales in a short timeframe. 

Flash sales examples

Dominos does flash sales effectively by understanding customer psychology and launching a sale when it can grab the most eyeballs. Take the below promotion for instance. Here is an exclusive discount on Friday. People like to end a hectic week on a relaxing note so many would be up for a pizza. 

Sample flash deal message by Dominos | Source: smsarchives

Here is another flash offer launched by Dominos on Black Friday — the day people are open to swiping their cards on exclusive deals. 

Sample flash deal message by Dominos | Source: smsarchives

Best buy, an electronics retailer brand, is also great at launching last-minute deals to create a sense of urgency. 

Sample flash deal message by Best buy | Source: smsarchives

2. Exclusive Discounts

Rather than just another run-of-the-mill discount program, getting exclusive discounts motivates customers to make the most of the offer. You can segment customers based on purchase history, demographics, or engagement level and launch limited-time offers to boost sales.

Exclusive discounts examples

Mate, a clothing brand, offers exclusive discounts and access to upcoming launches to new users. It encourages users to make their first purchase. 

Sample exclusive discount offer by Mate | Source: Wishpond

Kyc Fashion, another clothing brand, offers exclusive discounts to customers on their birthdays.  

Birthday offers by Kyc brand | Source: WebFX

3. Abandoned Cart Reminders

Abandoned Cart Reminders are nudges to customers to complete purchase of items lying in their shopping cart. It's a tactic to recover potential lost sales by:

  • sending reminder
  • giving discounts
  • offering free shipping.

It takes a lot of effort to bring customers from getting to know your brand to adding a product to the cart. Abandoned cart reminders ensure the entire effort doesn't go to waste and persuades customers to complete the transaction. 

Abandoned cart campaign examples

Google Store sends a nudge to customers about their popular products that they may run out of inventory soon. 

Sample Cart Abandonment Reminder by Google Store | Source: ReallyGoodEmails

Another good example is Target, a retailer that gives offers to products in an abandoned cart to motivate buyers to complete the purchase. 

Sample Cart Abandonment Reminder by Target | Source: ReallyGoodEmails

4. New Product Launches

You can create a buzz around your new products by launching them on campaigns. These could be teasers giving a sneak peek of the product, priority access to a new product line, or exclusive discounts.

New product launch examples

KKW Beauty, a cosmetic brand, used to inform its customers about new products launched via SMS campaigns. 

KKW beauty product launch SMS | Source: App0

Macy, a sustainable clothing brand, launched its winter collection in an SMS campaign. 

Mace winter collection | Source: DisruptiveAdvertising

5. Holiday Promotions

Holiday promotions are perfectly timed eCommerce offers when people are in the mood to buy, whether for gifts, decorations, or self-indulgences. It's an opportunity to reach maximum audience and boost your sales

Holiday promotions examples

Pottery Barn, a furnishing store chain, launched an end-of-season sale around Christmas to give discounts and clear out excess inventory with offers. 

Pottery Barn end-of season sale | Source: smsarchives

Macy, another retailer, offered a 20% discount on purchases on Christmas.  

Macy’s Christmas sale | Source: smsarchives

6. Referral Programs

Referral programs are the best eCommerce promotions that encourage word-of-mouth marketing and the acquisition of new customers. You can offer discounts, cashback, or coupons to existing customers who recommend their friends. 

Referral programs examples

GoPuff, a consumer goods brand, gives customers $25 worth of free products on each referral. 

Gopuff referral program | Source : Wonderment

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

Loyalty programs examples

Myntra, a fashion eCommerce company, runs an Insider loyalty program for its customers. As part of the Insider Program, loyal customers get exclusive rewards, super gifts, free shipping, and early access to sales and events.  

Myntra Insider program campaign | Source: Author

8. Personalized Recommendations

79% of buyers look forward to personalized experiences. Sending personalized recommendations to customers is more likely to grab their attention. You can use past purchases and search queries to understand customer preferences and send product recommendations. You can also divide your customer base into segments based on demographics and purchase history and create recommendation campaigns for each segment.

Personalized campaign examples

Anine Bing, a clothing brand, sends personalized recommendations to its customers. 

Personalized recommendations mail | Source: ReallyGoodEmails

9. Cross-Sell and Upsell

Cross-selling and upselling are other ways to enhance customer experience by bundling relevant products at a discounted price. You can offer discounts on these bundles. A common touchpoint to upsell or cross-sell is during the checkout process. However, you can also email the recommendations to customers.  

Cross-sell and Upsell campaign examples

Barnes and Noble run an incentive program to resell books to existing buyers. It sends them a 15% off coupon along with recommendations for books they might like. It's not an easy offer to pass on. 

Barnes and Noble Upsell Campaign |  Source: ReallyGoodEmails

Oobli, a chocolate brand, sends recommendations to existing customers as an opportunity to upsell. 

Product recommendation | Source: ReallyGoodEmails

10. Feedback Incentives

Running feedback campaigns helps an eCommerce business in the long run. 77% of shoppers specifically seek out websites with ratings and reviews. So, by getting feedback, you first build trust in your current customers and show them that you care about their opinions. Secondly, you also build a website that will be trustworthy for potential customers in the future. You can run a simple SMS or email asking for feedback. You can also give a discount, coupon, or reward points in return.

Feedback programs examples

Ajio, an eCommerce retailer, sends an SMS to request feedback on every product delivery. 

Ajio feedback campaign | Source: Author

Boost Your Ecommerce Business with Plivo CX

Plivo CX simplifies SMS and Email (coming soon) marketing for you. You can use existing templates and AI features to design promotions with just a few clicks. Plivo is also cost-effective. You’ll get starter packs for up to 5,000 contacts for as low as just $19 per month and a pro plan with unlimited contacts at just $199 per month. Book a demo today!

May 16, 2024
5 mins

Ecommerce Email Marketing Automation: Complete Guide with Workflow Examples

Get started with ecommerce email marketing automation with this guide and use workflow examples to get maximum ROI.

e-commerce Marketing
Email Marketing

Email marketing has a high ROI. A quarter of US consumers suggest that they are more likely to purchase a product after receiving an email newsletter. 

However, creating an email marketing campaign is no easy task. A number of components go into the process, such as customer segmentation, creating subject lines, email copy, graphics, and engaging CTAs. Email is a channel that relies the most on automation.

With ecommerce email marketing automation, you can engage with customers effortlessly. The right emails reach the right people at the right time automatically. This frees up your team, allowing you to focus on strategy–a goal shared by 48% of marketing professionals.

In this blog, we discuss how to get started with email marketing automation and maximize your ROI. 

What is Ecommerce Email Marketing Automation?

Ecommerce email marketing automation simplifies the process of sending personalized messages to subscribers. It's all about setting up specific triggers that send the right message to the right person at the right time, making your marketing efforts more efficient and effective.

For instance, when someone signs up for a newsletter, they will receive a series of welcome emails introducing the brand. These emails will be followed by valuable content, discount codes, and offers to encourage further interaction. 

How Does Email Marketing Automation Work?

Email marketing automation works with a series of set-up automated email workflows and sequences that get triggered based on specific actions.

The core process typically involves:

1. Integrating customers' data into automation software

You start by importing your email lists or contacts from sources like Shopify or your CRM tool. The tool consolidates subscriber information from multiple sources into information-rich, unified profiles. 

This gives the automation tool visibility into your contact database. It also provides insights into customer behaviors and preferences to allow customer segmentation. 

2. Creating segments 

Creating customer segments is important for delivering personalized emails to your customers. With email automation, you can segment customers based on demographics, age, gender, purchase value, or specific events. 

3. Building automated workflow sequences 

In this step, you visually map out your automated sequences using the workflow or drag-and-drop builder. 

For example:

  • Welcome email sequence after signing up
  • Abandoned cart reminders based on site behavior
  • Purchase follow-up sequences after buying
  • Re-engagement campaigns for inactive subscribers

This defines the rules for each automated campaign. Each workflow has pre-defined triggers that initiate the sequence. Common triggers include subscribing to a list, purchasing, abandoning a cart, specific dates, interacting with emails, etc.

4. Designing emails 

With email marketing automation, you can create visually appealing, on-brand emails that can be used for multiple email campaigns. An email marketing automation tool also comes with customizable templates. 

You can include dynamic elements like product recommendations, social links, etc, and optimize emails for different devices and inboxes.

5. Personalize messages 

To personalize the automated emails, you use custom fields and dynamic placeholders that pull in subscriber-specific details like name, location, products browsed, and products purchased.

Plivo CX comes with an AI assistant that lets you personalize your emails based on the objective, brand length, and occasion.


6. Monitoring campaign performance 

To maximize the ROI of your email marketing automation, you should continually optimize content, segmentation, and cadences based on performance analytics. 

Benefits of Using Email Marketing Automation

1. Personalized customer experience

Email personalization is the leading priority for 55% of marketers, and automation makes it easier to achieve. Email marketing automation includes features like segmentation and triggers that help you send personal messages. 

For example, you can trigger an abandoned cart email whenever someone leaves a product in the cart or use AI to send a personalized email wishing them on events like birthdays and anniversaries.  

2. High ROI

Email marketing has unparalleled ROI compared to other marketing channels. Marketers witnessed a doubling of their ROI from email marketing in 2023. In this scenario, automating this channel acts as a cherry on top. Automation eliminates manual tasks in the process of email marketing. It also reduces staffing needs, removes the risk of human error which increases your bottom line.

Source: Statista

3. Engaged customers 

52% of customers in the US prefer email to engage with brands' incentivized messages. Ecommerce email automation helps you maintain this engagement. It enables you to send targeted messages based on individual preferences and behaviors.

To enhance the overall experience, you can nurture leads over time with drip campaigns and respond timely to customer actions. By setting up automated workflows, you can reach a larger audience consistently across various touchpoints. 

4. Perfect for upselling and cross-selling

Through ecommerce email automation, you can recommend similar products whenever someone makes a purchase. 

Take the email below as an example. When a customer purchases honey from this brand, the company shares other organic products that may interest them. This way, you can retain more customers and increase their lifetime value. 

7 Ecommerce Email Marketing Automation Workflow Examples

Here are seven crucial email flows to engage customers from lead capturing to post-purchase engagement:

1. Welcome emails 

Welcome emails are sent to new subscribers or customers shortly after they sign up or make their first purchase. These emails aim to introduce the brand, set expectations, and provide relevant information or offers. 

Example workflow: 

  • New customer signs up/makes a purchase
  • Send a welcome email with a discount code or incentive
  • If there is no purchase in 7 days, send a follow-up email with product recommendations
  • If purchased, move to a regular marketing sequence.

2. Abandoned cart emails 

Abandoned cart emails Brief explanation: Abandoned cart emails are triggered when a customer adds items to their online shopping cart but doesn't complete the purchase. These emails aim to remind customers of the items left in their cart and encourage them to complete the purchase. 

Example workflow: 

  • The customer adds items to the cart but doesn't checkout
  • Send abandoned cart email after 1 hour with cart contents and incentive 
  • If there is no purchase in 24 hours, send a second email with a stronger incentive 
  • If there is no purchase in 72 hours, remove it from the sequence

3. Order follow-up email 

Order follow-up emails are sent after a customer makes a purchase. These emails can include order confirmations, shipping updates, product care instructions, or cross-selling/upselling recommendations. 

Example workflow: 

  • The customer makes a purchase 
  • Send order confirmation email 
  • When the order ships, send a shipping confirmation with the tracking number 
  • Seven days after delivery, send a follow-up email with product care tips and related product recommendations.

4. Lead nurturing campaigns

Lead nurturing campaigns are designed to convert leads into customers by providing relevant content and offers based on their interests and behaviors. 

Example workflow: 

  • Lead signs up for a newsletter or downloads a content offer 
  • Send a series of emails with educational content and product information 
  • If engaged (opens/clicks), send a special offer or incentive 
  • If there is no engagement after three emails, move to the re-engagement sequence.

5. Re-engagement campaigns

Re-engagement campaigns aim to re-activate inactive subscribers or customers who haven't engaged with the brand for a certain period. 

Example workflow: 

  • Subscriber hasn't opened or clicked an email in 90 days 
  • Send a "We miss you" email with an incentive or content 
  • If there is no engagement, send a second email with a stronger incentive or content 
  • If there is still no engagement, move to a win-back campaign or remove it from the list

6. Birthday/Anniversary emails

Birthday or anniversary emails are sent to customers on or around their birthdays or the anniversary of their first purchase. These emails often include personalized offers or discounts. 

Example workflow: 

  • The customer's birthday or purchase anniversary is approaching 
  • Send a personalized email with a special offer or discount code 
  • Follow up with a thank you email and related product recommendations if they purchase.

7. Event-based emails

Event-based emails are triggered by specific events or actions taken by the customer, such as browsing a particular product category, attending a webinar, or leaving a review. 

Example workflow: 

  • The customer leaves a product review 
  • Send a thank you email with a discount code for their next purchase 
  • If no purchase is made within 30 days, send a follow-up email with related product recommendations and the discount code.

Start Ecommerce Email Marketing Automation 

Plivo CX’s end-to-end automation helps you nurture stronger customer relationships through personalized communication. The automation capabilities save you time, letting you focus on crafting strategies that drive engagement and growth. 

Ready to see how your email marketing can evolve? 

Book a demo today.

May 16, 2024
5 mins

E-commerce Marketing Automation: The Key to Get More Leads for Your Business

How to get started with ecommerce marketing automation and get more leads for your business?

e-commerce Marketing

Every marketer knows the struggle. You're often drowning in daily tasks, with no time left to actually grow your business. Leads slip through the cracks as you're too busy just keeping up. 

Worse yet, you're wasting precious hours on repetitive marketing work. Follow-up emails, social posts, and so on—the grunt work seems unending. 

If this sounds familiar, it could be the best time for e-commerce marketing automation. It handles the marketing tasks, from personalized content to timely follow-ups and insightful analytics. Now, you can peacefully focus on strategy and drive those leads and conversions.

In fact, Business 2 Community data suggests that businesses employing marketing automation to nurture prospects see a 451% increase in qualified leads.

This detailed guide reveals how e-commerce marketing automation will streamline your business and generate incredible ROI.  Let's turn automation into your secret weapon!

What is E-commerce Marketing Automation?

At its core, ecommerce marketing automation harnesses the power of software tools to automate repetitive marketing tasks like content creation and customer segmentation. 

Marketing automation includes A/B testing, omnichannel engagement, and AI assistance. It can be used to personalize customer experiences across various channels, such as emails, social media, and SMS. This saves time and cultivates stronger customer relationships through targeted messaging and timely follow-ups.

Marketing automation platforms also offer analytics to help you track metrics, measure performance, and refine strategies for continuous improvement. 

Key aspects of e-commerce marketing automation

1. Email marketing automation

With email marketing automation, you can send abandoned cart emails, product recommendations, discount codes, celebratory coupons, and promotional offers to your customers automatically. 

The automation software analyzes customer interactions to send tailored messages to the right customers at the time.

2. Behavioral tracking 

Behavioral tracking is important to understand your customers’ unique needs. An ecommerce marketing software monitors customer behavior to track:

  • How customers interact on your website
  • Which products do they like or wishlist
  • Which products do they leave in the cart
  • Which pages are receiving the most traffic

This data gives you a bird’s eye view of your customers' likes and dislikes. You can create customer groups with similar behaviors for more targeted marketing, bringing us to our next point.

3. Segmenting customers

With ecommerce marketing automation, you can segment customers based on demographics, purchase history, and behavior on your website. Then, you can create targeted messages for each customer segment to deliver a more personalized experience. 

Source: Plivo CX

4. Personalized messages 

96% of customers have reported feeling annoyed by SMS marketing messages. 

Why? Because without personalization, the messages could appear irrelevant to customers. 

So, you can use behavioral tracking and customer segmentation to create more personalized messages. 

Take a clothing brand, for example. In April, they can share an offer on summer clothes for Texas and winter clothes for New York because the weather is different in both places. Such messages have a better chance of response as those are more relevant to your customers in both regions. 

5. Analytics and reporting 

With ecommerce marketing automation, you can track the performance and ROI of your marketing campaign. An efficient ecommerce marketing automation tool shares the status of your campaigns, revenue, and other metrics to iterate your marketing efforts and make data-driven decisions. 

Source: Plivo CX

6. Workflow automation

Once in place, marketing automation functions independently. It automates manual tasks and builds workflows for various marketing tasks. 

For example, when one of your customers leaves a product in the cart, the automation will trigger a follow-up email with offers to nudge that customer to complete the purchase. The automation can also write personalized emails for your customers.

The Benefits of Marketing Automation Software for E-commerce Businesses

1. Improved customer segmentation

Marketing automation lets you divide your customers into granular groups based on various factors such as purchase history, browsing behavior, demographics, and engagement levels. You can send highly personalized and relevant messaging, offers, and promotions to each segment to increase the chances of conversion. 

2. Better customer engagement 

You can leverage automation workflows and triggers to send timely and contextual communications. These help you nurture customer relationships and promote long-term loyalty. Also, you can use automated re-engagement campaigns to reactivate lapsed customers.

3. A/B testing opportunities

Many marketing automation platforms offer built-in A/B testing functionalities. So, you can test different variations in subject lines, calls-to-action, and visual elements. With A/B testing, you can continuously optimize your marketing efforts by identifying and using the most effective options to gain maximum ROI.

4. Omnichannel engagement 

Marketing automation software enables you to deliver consistent customer experience across multiple channels. You can streamline creating and executing targeted campaigns across various channels, such as email, SMS, push notifications, and social media. 

5. AI to optimize your marketing efforts

Ecommerce marketing automation leverages artificial intelligence (AI) to optimize campaigns and provide data-driven insights. AI can analyze customer data, identify patterns, and predict future behavior. 

With this data, AI creates personalized content to increase the efficiency of marketing campaigns.

Source: Plivo CX Engage

Types of E-commerce Marketing Automation

You can automate your marketing strategy across three channels:

1. Email marketing automation

52% of customers still prefer emails for marketing messages. It makes email automation a powerful tool to have in your arsenal. Email automation allows you to create and send highly targeted and personalized emails based on customer behavior, preferences, and purchase history. 

You can segment your email list based on customer behavior, purchase history, and engagement levels. Then, set up workflows and triggers to send abandoned cart reminders, welcome series, product recommendations, and post-purchase follow-ups – all without manual intervention.

This will help you offer the most relevant emails to your customers.

2. Mobile marketing automation

60% of US adults believe mobile shopping is necessary for convenience. Also, m-commerce sales are estimated to reach ​​$558.29 billion in 2024, which is a good enough reason to invest in mobile marketing automation. 

Mobile marketing automation allows you to meet customers where they are–on their smartphones. You can deliver timely and personalized messages to create a seamless omnichannel experience that drives engagement and sales for your business.

First, build your mobile subscriber list by implementing SMS opt-in forms at strategic touchpoints, such as checkout or account creation. Then, create automated SMS campaigns for cart abandonment, back-in-stock notifications, and limited-time offers tailored to individual preferences.

For example, Plivo CX creates triggers based on events and actions to send timely and relevant messages to customers. It also lets you incorporate media and emojis into your messages so they stand out and capture attention. 

3. On-site marketing automation

45% of respondents in a McKinsey survey agreed that on-site display advertising provides high ROAS. On-site marketing automation focuses on enhancing the customer experience on your e-commerce website. 

With this automation, you can deliver exit-intent pop-ups to capture abandoning visitors, product recommendations based on browsing history, and dynamic content that changes based on the visitor's location, device, or previous purchases.

Design landing pages in a way that captures the most attention and includes high-converting CTA to gain maximum ROI from on-site marketing. You can also leverage AI-powered product recommendation engines to suggest relevant items based on your customer's browsing history and purchase patterns.

Effective Marketing Automation Strategies for E-commerce Brands 

Use email triggers to send personalized content

Email triggers are a powerful way to deliver timely and relevant content to customers based on their behaviors and interactions with your brand. For instance, you can trigger abandoned cart emails whenever a customer leaves items in their shopping cart. 

Similarly, you can trigger shipping confirmation and order update emails to keep customers informed and engaged throughout the delivery process. 

Re-engage old customers with incentive emails

It's common for customers to pause engagement with a brand over time. Incentive emails can be highly effective in re-engaging these customers. You can share exclusive discounts, limited-time promotions, or loyalty rewards to entice customers back to your store.

For example, offer a percentage discount or free shipping on their next purchase or provide a special coupon code for a specific product category they've shown interest in previously. 

You should personalize these incentives based on past purchase behavior and preferences to significantly increase the chances of conversion.

Use lead scoring for higher conversion

Lead scoring is a technique that assigns a numerical value to each lead or potential customer based on their interactions with your brand, such as website visits, email engagement, and social media activity. You can prioritize your marketing efforts for high-scoring leads and target those most likely to convert.

For example, segment your email list based on lead scores and send personalized product recommendations, exclusive offers, or invitations to webinars or events. This targeted approach can significantly improve conversion rates and ROI compared to blanket marketing campaigns.

Reward loyal customers with offers and discounts

Retaining existing customers is often more cost-effective than acquiring new ones, and rewarding loyalty is a powerful way to retain long-term relationships. 

Analyze customer purchase history and engagement levels to identify your most loyal customers and offer them exclusive discounts, early access to new products, or loyalty program rewards.

These rewards not only incentivize repeat purchases but also create a sense of appreciation and exclusivity for your customers.

Engage on mobile with SMS marketing

52% of customers purchased a product after being influenced by brand messaging received via SMS or other messaging platforms. SMS campaigns have high open and engagement rates, making them an effective channel for delivering time-sensitive promotions, order updates, and personalized recommendations.

You can leverage SMS automation to send cart abandonment reminders, back-in-stock alerts, or limited-time offers tailored to individual preferences and behaviors. SMS can also be integrated with other channels, such as email and push notifications, to create a seamless omnichannel experience for your customers.

Upsell and cross-sell by displaying complementary products

Upselling and cross-selling are powerful strategies for increasing average order value and customer lifetime value. You can analyze customer purchase data and browsing behaviors to display complementary or related products that customers may be interested in.

For example, if a customer purchases a camera, recommend compatible lenses, camera bags, or tripods as upsell opportunities. You could cross-sell matching accessories or shoes if a customer adds a dress to their cart.

Use chatbots to engage customers

Chatbots provide instant, 24/7 customer support and engagement. They use conversational AI to assist customers with product recommendations, order tracking, and addressing common inquiries or concerns.

Well-designed chatbots can enhance the customer experience and gather valuable data on customer preferences and behaviors, which you can use in future marketing strategies to personalize content. Chatbots can also be integrated with other channels, such as email and SMS, to create a cohesive omnichannel customer experience.

The AI chatbot in Plivo CX handles common questions automatically so customers can self-serve and find quicker answers. 

E-commerce Messaging Templates to Power up Marketing Automation

Here, we’ve compiled email marketing templates for various use cases that you can steal for your next marketing campaign:

Back in Stock Back by popular demand! 🚀 [Product Name] is now available. Shop here: [Store Link]
⏰ They're back! Your favorite [Product Name] is now back in stock. Grab it quickly! [Store Link]
Your wait is over! 🎉 [Product Name] is back in our inventory. Don't miss out: [Store Link]
Black Friday BLACK FRIDAY ALERT 🚨 Huge deals and savings at [Store Name]. Shop now to get the best deals: [Store Link]
🔥 Black Friday is here! Score big on deals across all categories. Shop now: [Store Link]
⚡ The Black Friday sale starts NOW! Get up to [X%] off on all products. Shop here: [Store Link]
Brand Awareness Love [Product Category]? 🎁 You'll love [Store Name]. Explore our collection: [Store Link]
🛍 Join the [Store Name] family! High-quality [Product Category] at unbeatable prices. Shop now: [Store Link]
🌟 Meet [Store Name], your one-stop shop for all your [Product Category] needs. Check us out: [Store Link]
Christmas Deck the halls with deals from [Store Name]! 🎄 Unwrap the savings here: [Store Link]
🎅 Ho Ho Ho! Santa's brought early Christmas gifts. Shop our festive collection: [Store Link]
🎁 Unwrap Christmas early this year with [Store Name]. Shop our Christmas Specials: [Store Link]
Cyber Monday ⌛ Cyber Monday is here! Get [X%] off sitewide. Shop now and save big: [Store Link]
CYBER MONDAY SALE! 🎉 Shop 'til you drop with our biggest discounts of the year. [Store Link]
🔥 Last chance for Cyber Monday deals! Grab your favorites at unbeatable prices. [Store Link]
Halloween 🎃 Halloween treats without the tricks! Check out our spooky sale: [Store Link]
No tricks, just treats at [Store Name] this Halloween. 👻 Shop now: [Store Link]
Boo! Scarily good deals this Halloween at [Store Name]. Shop if you dare: [Store Link]
Independence Day Celebrate the 4th of July with deals that sparkle. 💥 Check out [Store Name]: [Store Link]
🇺🇸 Independence Day Sale! Save big on our best sellers. Shop now: [Store Link]
🎆 Let's celebrate Freedom! Enjoy [X%] off this 4th of July. Shop at [Store Name]: [Store Link]
Labor Day 🛠 Labor Day Sale starts now! Shop hard, save harder: [Store Link]
🔨 Labor Day Savings! Take [X%] off sitewide. Shop now: [Store Link]
You've worked hard, now it's time to save hard. 💪 Labor Day sale at [Store Name]: [Store Link]
Memorial Day 🇺🇸 Celebrate Memorial Day with special savings! Shop at [Store Name] now: [Store Link]
Honoring the brave this Memorial Day. 🎖 Enjoy our special sale: [Store Link]
🔥 Memorial Day Sale is live! Get your summer must-haves now: [Store Link]
Mother's Day Make this Mother's Day memorable! 💖 Find the perfect gift for Mom at [Store Name]. Shop now: [Store Link]
Mother's Day is coming up! 🎁 Get her something special from our unique collection. [Store Link]
🌷 Show Mom your love with a special gift from [Store Name]. Check out our Mother's Day collection: [Store Link]
New Product Launch Introducing [Product Name] 🔥 The perfect addition to your collection. Check it out here: [Store Link]
🚀 Just landed! Our new [Product Name] is here! Get yours before they fly off the shelves! [Store Link]
The wait is over! 💃 [Product Name] is now available. Shop now: [Store Link]
New Year's Day Happy New Year! Start off with a bang with [X%] off. Shop now: [Store Link]
🎉 New Year, new deals! Kickstart 2023 with savings at [Store Name]: [Store Link]
🥳 Ring in the New Year with fantastic deals at [Store Name]. Check it out: [Store Link]
Sales and Promotions 📣 FLASH SALE! Grab your favorites at discounted prices. Hurry, the offer ends soon! [Store Link]
🔥 HOT DEAL ALERT! Save [X%] on all orders today only! Use code: SALE at checkout. [Store Link]
It's your lucky day! 🍀 All items are [X%] off! Shop here: [Store Link]
St. Patrick's Day 🍀 Feeling lucky? Score big this St. Patrick's Day with exclusive deals from [Store Name]. Shop now: [Store Link]
Go green this St. Paddy's Day! 🎩 Discover our special St. Patrick's Day collection: [Store Link]
Celebrate St. Patrick's Day with a pot of gold from [Store Name]! 🌈 Check out our festive deals: [Store Link]
Thanksgiving 🍂 Fall into savings this Thanksgiving. Shop our special collection: [Store Link]
Give thanks and save big! Check out our Thanksgiving deals at [Store Name]: [Store Link]
Give thanks and save big! Check out our Thanksgiving deals at [Store Name]: [Store Link]
Valentine's Day Celebrate love with [Store Name]! ❤️ Find the perfect gift for your Valentine: [Store Link]
🌹 This Valentine's Day, give your loved one something special from [Store Name]. Shop our Valentine's specials: [Store Link]
💝 Love is in the air, and so are savings at [Store Name]. Shop our Valentine's Day collection: [Store Link]

Get Started with E-commerce Marketing Automation

Now that you know the power of e-commerce marketing automation, you can get started right away. But you need a robust marketing automation tool by your side. 

Plivo CX is a top-notch e-commerce marketing automation platform that lets you attract your target audience. It provides end-to-end marketing automation from customer segmentation to creating personalized content and analyzing metrics to optimize your campaign. 

Plivo CX also comes with AI assistance to write content for you, so you don’t need a huge team to get started. When it comes to data security, the platform is GDPR, SOC2, HIPAA, and PCI-DSS compliant. 

Redefine your e-commerce marketing workflow with Plivo CX’s comprehensive automation. 

Book a demo today.

May 16, 2024
5 mins

7 Best eCommerce Marketing Automation Software in 2024

Find the best eCommerce marketing automation software for your business by comparing top platforms in the market.

e-commerce Marketing

Competing in eCommerce can feel like a David versus Goliath situation when you’re up against the big names with even bigger budgets. It’s tough for small to medium-sized shops to make every marketing dollar count without the deep pockets of larger rivals.

This often leaves you feeling outpaced and overshadowed, struggling to make a mark and turn browsers into buyers. 

Thankfully, there are top-notch marketing tools tailored for smaller businesses that level the playing field. These tools help stretch your budget further, allowing you to connect with customers more personally and drive meaningful sales. 

In this post, we will cover the top eCommerce marketing automation software, the benefits of using one, and how you can identify the right tool for your business. 

What Is Ecommerce Marketing Automation?

eCommerce marketing automation involves using a tool to automate manual and repetitive marketing tasks. Beyond automation, eCommerce automation software helps you integrate multiple marketing channels like email, SMS, WhatsApp, and in-app notifications into one platform. 

Combining all channels and data into one platform allows you to make strong data-driven decisions to optimize your marketing strategies.

4 Benefits of Ecommerce Marketing Automation

Now, let us go over some of the key benefits of ecommerce marketing automation: 

1. Improves marketing team productivity 

According to an Adobe report, 98% of marketers suggest that marketing automation is important or extremely important to success. 

And why not? It comprehensively automates routine tasks and increases overall productivity. 

HubSpot's data shows that 72% of business leaders saw productivity gains after implementing AI and automation. This allows your marketers to tackle bigger strategic challenges rather than get bogged down in the day-to-day grind.

2. Supports omnichannel marketing

With eCommerce automation, you can support multiple channels, meet customers where they are most active, and provide a consistent customer experience at every touchpoint. 

3. Provides customer insights and boosts personalization

79% of buyers are more likely to purchase a product from a brand that offers personalized experiences. Brands are already addressing all the aspects of great personalization, including centralized customer data. 

Having all the data in one platform provides better customer insights to personalize the marketing efforts and improve strategy.

4. Boosts return on investment (ROI)

With automation, you can regularly nurture leads, leading to increased conversation. It optimizes the overall marketing spend. 

71% of businesses report a positive ROI on using automation.

7 Best Marketing Automation for Ecommerce

Here are the top picks of marketing automation tools you can leverage: 

1. Plivo CX

Plivo CX boosts your marketing efforts with advanced automation, personalized campaigns, and deep analytics. The best part is that it is also extendable to customer support teams, so you can bring entire customer data into one platform. 

Features:

  • Campaign management: With Plivo CX, you can build relationships with your contacts by planning personalized SMS, MMS, Email (upcoming), and WhatsApp (upcoming) campaigns. 
  • API support: Plivo CX offers API support to import contacts and manage opt-outs (upcoming). 
  • Pre-defined templates: You can leverage existing templates to expedite the creation and execution of campaigns.
  • AI support: With AI, you can auto-create and iterate your campaign content in minutes.
  • Integrations: You can integrate Plivo CX with Shopify, Zoho, Freshdesk, Salesforce, Zendesk, HelpScout, Hubspot, Zapier, etc, and easily fit into the entire ecosystem.
  • Reporting: Avail insights from customer interactions to make data-driven decisions.
  • Customer service support: You can also take advantage of the Plivo CX service module to handle interactions with customers via chatbots (AI-supported), live chat, voice, SMS, and WhatsApp.
  • Compliance: Plivo CX is compliant with data protection standards like GDPR and CCPA

Pricing:

Free trial available with limited features. Paid plans for marketing engagement start at $19 per month, and details of Enterprise plans are available on request.

Pros:

  • Integrates both marketing and customer functions into a single platform and provides centralized data
  • Supports all key channels: SMS, email, AI-powered live chat, voice, and WhatsApp 
  • Affordable pricing
  • High deliverability rate as Plivo has its messaging network

Cons:

  • Currently works for Shopify eCommerce brands only

What do Plivo users say?

Source: G2
 Source: G2

2. Klaviyo

Klaviyo is an ecommerce marketing automation platform that automates marketing efforts for eCommerce businesses. It stands out for its smart segmentation, omnichannel support, and data consolidation.

Features

  • Campaign management: You can build customized marketing campaigns for email, SMS, and push notification channels. 
  • API support: Klaviyo offers API support for importing data. 
  • Pre-defined templates: You get built-in templates for email, SMS, forms, and automation.
  • AI support: Klaviyo AI helps you find the best time to email customers and display the time to show forms.
  • Integrations: You get 300 pre-built integrations for marketing, shipping, sales, loyalty, and subscription programs.
  • Reporting: Visualize data for all your digital marketing campaigns in one view.
  • Compliance: Klaviyo is compliant with data protection standards like GDPR and CCPA. 

Pricing:

Free trial available with limited features. Paid plans start at $45 per month, supporting 15,000 email credits and 150 SMS credits.

Pros:

  • Extensive features and integrations 

Cons:

  • Expensive for small and mid-size companies
  • Users complain of slowness in the platform.

What do Klaviyo users say?

Source: G2
  Source: G2

3. Omnisend

Omnisend is an omnichannel marketing automation platform built for eCommerce businesses. It is an all-in-one marketing automation solution supporting SMS, push notifications, WhatsApp, pop-ups, segmentation, and dynamic Facebook and Google ad integrations.

Features:

  • Campaign management: With Omnisend, you can bring multiple marketing channels to one platform: SMS, push notifications, WhatsApp, pop-ups, segmentation, and dynamic Facebook and Google ads.
  • API support: You get AI support to write personalized emails, predict customer behavior, and analyze campaign data.
  • Pre-defined templates: You can use existing templates for emails, landing pages, notifications, and forms.
  • AI support: With AI features, you get support to write personalized emails, predict customer behavior, and analyze campaign data.
  • Integrations: Omnisend offers 130+ integrations with marketing, automation, Customer relationship management (CRM), and eCommerce platforms.
  • Reporting: You can find detailed revenue and engagement reports of campaigns.
  • Compliance: Omnisend is compliant with data protection standards like the GDPR, CCPA, and Telephone Consumer Protection Act (TCPA).

Pricing:

Free trial available with limited features. The standard plan starts at $16 per month for 500 contacts and 6,000 emails. For more contacts, pricing is available on request. 

Pros:

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

Cons:

  • Limited pre-defined templates
  • Slight learning curve

What do Omnisend users say?

  Source: G2
Source: G2

4. Braze

Instead of positioning itself as a marketing automation platform, Braze calls itself a customer engagement platform. It engages customers with personalized messages via email, SMS, push notifications, and in-app messaging.

Features:

  • Campaign management: Braze supports all the usual marketing channels, such as SMS, MMS, Email, and WhatsApp campaigns. It also supports in-app messaging and push notifications.
  • API support: Can use API to export data, send messages, and connect Braze with other platforms. 
  • Pre-defined templates: Benefit from pre-defined templates with a media library, content ideas, color profiles, CSS templates, and more.
  • AI support: Get AI support to create/edit content and generate images. 
  • Integrations: 140+ integrations are available for messaging, analytics, and top eCommerce platforms.
  • Reporting: Get automated reports to track campaigns, understand user behavior, and optimize future marketing strategies.
  • Compliance: Compliant with data protection standards like the GDPR, CCPA, and SOC2. 

Pricing:

  • Not mentioned on their website.

Pros:

  • User-friendly interface
  • Supports in-app messaging and push notifications beyond usual marketing channels.

Cons:

  • Limited reporting features. 

What do Braze users say?

Source: G2
 Source: G2

5. Avada

Avada is a marketing platform designed for eCommerce businesses, especially Shopify brands. It enables omnichannel marketing by supporting various channels, including email marketing, SMS, push notifications, and WhatsApp. 

Features:

  • Campaign management: Avada supports all the marketing channels, such as SMS, MMS, Email, WhatsApp, and push notifications. It currently doesn't support in-app messaging.
  • Pre-defined templates: Pre-made templates are available for email campaigns.
  • Reporting: Provides an app dashboard tracking all important KPIs: open rate, click-through rate, revenue, and conversion rate.
  • Compliance: Compliant with data protection standards like the GDPR, CPRA, SOC2, and PCI-DSS. 

Pricing:

  • Free trial up to 14 days. Advanced plans start at $47 per month.

Pros:

  • Excellent customer support

Cons:

  • Limited customization options.

What do Avada users say?

Source: G2
Source: G2

6. Mailchimp

Mailchimp is a popular email marketing software with automation features to drive personalized marketing messages. It has now expanded to SMS, WhatsApp, push notifications, and in-app messaging.

Features

  • Campaign management: You can build customized marketing campaigns for email, SMS, WhatsApp, push notifications and in-app messaging 
  • API support: Mailchimp offers API support to import data and automate campaigns. 
  • Pre-defined templates: Mailchimp has 100+ free and paid email templates.
  • AI support: Mailchimp AI helps you write email content and find the best time to email customers.
  • Integrations: You get 250 pre-built integrations with top eCommerce platforms, design, payment platforms, etc.
  • Reporting: You get campaign reports tracking open rate, click rate, click maps, revenue, etc. 
  • Compliance: Mailchimp is compliant with data protection standards like GDPR and CCPA.

Pricing:

The free plan has only 1000 monthly emails, and the premium plan has 500 contacts, 1,000 SMS credits, 6,000 monthly emails, starting at $40. 

Pros:

  • Extensive and easy-to-use email marketing capabilities  

Cons:

  • Limited design features for landing pages and email
  • Expensive for small and mid-size companies.

What do Mailchimp users say?

Source: G2
Source: G2

7. Sendlane

As a cloud-based marketing automation tool, Sendlane supports omnichannel marketing. While it started as an email marketing platform, it now supports SMS as well.

Features

  • Campaign management: You can design marketing campaigns for email and SMS channels. 
  • API support: Using Sendlane API, you can import customer data and track customer activity. 
  • Pre-defined templates: You get built-in email templates for win back, abandoned carts, loyalty programs, and more.
  • Integrations: You can integrate Sendlane with top eCommerce platforms.
  • Reporting: You get dashboards showcasing campaign details with revenue, open rate, top products, and more.
  • Compliance: Sendlane is compliant with data protection standards like GDPR and CCPA. 

Pricing:

For 500,000 email and SMS credits, the pricing would be $4,955 per month

Pros:

  • Excellent customer support
  • Good email deliverability

Cons:

  • Expensive for small and mid-size companies

What do Sendlane users say?

Source: G2
  Source: G2

What should you look for in eCommerce marketing automation tools?

Here are seven key factors to check in an ideal eCommerce automation platform:

  1. Ease of use: Is the platform user-friendly to adapt to, or will there be a big learning curve?
  2. Supported channels: Does the platform support your required channels?
  3. Automation capabilities: Does it have features to automate campaigns based on specific triggers?
  4. Integrations: Can it be integrated into your current tech stack?
  5. Pricing: Is the pricing in your budget?
  6. Customer support: How much is the turnaround time for customer support?
  7. Reporting and analytics: What automated reports are available?

Five eCommerce marketing automation strategies to boost sales

Let's evaluate how brands can leverage automation to boost sales:

1. Cart abandonment reminders

You can encourage the users to complete their pending purchases. Sometimes, this could be just a nudge. However, you can also create a sense of urgency with price drops and low inventory alerts. 

Cart abandonment with price drop alert by Columbia Sportswear brand
Source: ReallyGoodEmails

2. Automate customer feedback collection

Getting customer feedback on product and delivery experience is a key to more customer sales. As per a survey, 77% of shoppers specifically seek out websites with ratings and reviews. You can design automated campaigns that ask for customer feedback after every delivery. 

Customer feedback email from Myntra | Source: Author

3. Dynamic and personalize content

Another benefit of having eCommerce marketing software is you have ample data to personalize campaigns by:

  • Suggest products that are relevant to them
  • Giving offers on birthdays and anniversaries
  • Offer exclusive discounts for loyal customers

Personalized suggestions by Uncommon Goods, a gifting brand | Source: ReallyGoodEmails
Birthday offers by Adidas | Source: Pinterest

4. Win-back emails

You can rebuild relationships with customers who haven't opened the eCommerce app/website recently. It could be:

  • Offering exclusive discounts
  • Informing their most-purchased product is back in stock
  • Announcing new collection launches

Exclusive offers by a health brand | Source: ReallyGoodEmails

5. Loyalty programs

You can plan loyalty programs to build long-term relationships with your customers. Inside loyalty programs, customers can get exclusive discounts, offers, the first sneak peek into new product launches, etc. 

But how do you communicate to customers about loyalty programs? 

The answer is campaigns. Plan campaigns for the customers in the loyalty program to send updates, offers, launches, etc.

Update to customer on becoming an elite customer with exclusive perks | Source: Author

Automate your marketing workflow with Plivo CX

Plivo CX is not just a simple and affordable way to automate your marketing efforts; it's a versatile tool that extends seamlessly to your customer success team. 

This integration brings all your customer data together on one platform, allowing you to craft personalized campaigns that truly resonate.

Whether you’re a small team looking to grow or a larger entity seeking efficiency, Plivo CX is designed to scale with your needs, making it easier to connect with your customers impactfully.

Start a free trial and run your marketing campaigns on autopilot.

May 16, 2024
5 mins

6 Best ActiveCampaign Alternatives & Competitors

Tired of the clunky UI and high prices of ActiveCampaign? Find an ActiveCampaign alternative in our list.

e-commerce Marketing

If you’re looking for ActiveCampaign alternatives, chances are you’re tired of its clunky UI, high prices, and recurring bugs. Also, some integrations on ActiveCampaign —especially Typeform—can be difficult to use, and the platform has a lot of bugs that hinder your automation workflow. (link)

Source
Source

These limitations hamper your customer engagement and marketing efforts. That’s why we’ve compiled a list of ActiveCampaign alternatives that help you convert high-intent shoppers, retain your present customers, drive revenue from them, and build brand loyalty. 

In this blog post, we compare every feature, pricing, and integration to help you decide better. 

6 Best ActiveCampaign Alternatives 

1. Plivo CX

Source: Plivo CX

Plivo CX Engage is customer experience software for e-commerce brands that allows you to acquire, engage, and service your customers. The platform is suitable for end-to-end marketing campaigns and offers personalization options to connect deeply with your target audience. 

What makes it a great ActiveCampaign alternative?

  • One platform to manage the entire CX lifecycle - from acquiring and engaging to servicing
  • Text channels for customer support, retention, and engagement.
  • A personal delivery platform and network for direct carriers connects with multiple fallbacks and automatic failover
  • AI-assisted customizations and message templates 
  • Easy user interface

Why choose Plivo CX? 

  • The code-free segment builder lets you create laser-focused customer groups.
  • The “Journey” feature analyzes the customer journey to trigger communication so you always send the right follow-up message to the right person at the right time.
  • You can import contacts from Shopify, BigCommerce, and Magento stores.
  • Access AI-generated message suggestions based on your goals and urgency, customizable templates, and support for various channels like SMS, email and WhatsApp.  
  • Plivo CX ensures reliable message delivery and offers lower prices while directly working with carriers.  
  • You can automate your marketing campaigns by writing messages with AI, customizing them with variables, seeing real-time previews of how they will look on the recipient’s screen and scheduling them.
  • Use cart abandonment automation, back-in-stock alerts, and flash sales messages to engage with possible buyers. 
  • Seamless integration with Shopify, with advanced features such as journey building and event tracking.
  • Embedding chat in your app or use an AI chatbot to help your customers solve queries themselves in minutes  
  • Track your campaign performance with live dashboards and historical reports that share insights into average wait time, average handle time, average abandonment rate, active agents, and more. 

What’s the catch? 

  • The engagement capability is built for e-commerce brands and currently works only for Shopify stores
  • Plivo CX has many advanced features, so there’s a small learning curve

Pricing 

Plivo CX Engage offers several plans:

  • The free plan allows 300 SMS a month
  • Paid plans start from $19/month (and allow the brand to send 1500 texts a month).

Customer ratings & reviews 

G2: 4.5/5 (700+ reviews)

Capterra: 4.3/5 (80+ reviews) 

2. Omnisend

Omnisend is an e-commerce marketing platform that helps with sending emails, SMS, and push notifications. 

What makes Omnisend a great ActiveCampaign alternative? 

  • Easy user interface
  • Omnichannel marketing
  • Great customer service 

Why choose Omnisend?

  • Create branded and shoppable emails with images and customizable discount codes in minutes. 
  • Design campaigns with the drag-and-drop builder with dynamic content blocks, especially made for e-commerce stores.
  • Leverage customer profile data and shopping history to create segments based on average order value, purchase recency, and more.
  • Use sales dashboards with metrics like campaign reports and store revenue, and click maps to find the best-performing email templates and reuse them.
  • Employ omnichannel marketing, i.e., email, SMS, web notifications, Facebook ads, MMS campaigns and Google ads from one platform.  

What’s the catch? 

  • You don’t get segment-based reports.  (Link)
  • AI writing is only available to create the email subject line.

Pricing 

  • Basic plan: Free
  • Standard: $16
  • Pro: $59
Source: Omnisend

Customer ratings & reviews

3. Attentive

Attentive is an AI marketing platform that uses SMS and emails to help you connect with your target audience. 

What makes Attentive a great ActiveCampaign alternative?

  • The revenue calculator forecasts revenue based on existing traffic, average order value, monthly traffic, and conversion rates. 
  • Easy user interface
  • AI-assisted live agents to reply to customers 

Why choose Attentive?

  • Smart Sending and Quiet Hours pick the best times to send messages and avoid busy or night hours to avoid annoying customers.
  • LiveSMS lets customers engage with brands on-site. It uses customer data to provide real personalized support. 
  • Attentive Customer Passport acts as a card for each customer. It contains their contact information, activities, and attributes. 
  • Smart dashboards show list growth, message revenue, and customer engagement to monitor campaigns and A/B tests.  
  • Attentive provides a customizable kick-off plan to launch SMS campaigns. 

What’s the catch?

  • The email design is glitchy. (link)
  • Analytics is very basic. (link)
  • The price quickly goes up as you start using moderate features, making it expensive for small businesses. (link)

 Pricing 

  • Pricing isn’t available on request.

Customer review

  • G2 review: 4.8/5 (491 reviews)
  • Capterra review: No reviews 

4. Postscript 

Postscript is also an SMS marketing platform that helps you market your product through text messages. 

What makes Postscript a great ActiveCampaign alternative? 

  • Text channels for customer support, retention, and engagement on top of promotions
  • Offline lead generation with QR codes 
  • Text-to-join keywords 
  • Easy user interface

Why choose Postscript?

  • Pop-ups to collect new phone numbers and emails that are designed to match your brand aesthetics and offer incentives
  • Enables you to create unlimited text-to-join keywords and share them across various marketing channels. These keywords serve as valuable tools for tracking opt-ins. 
  • Seamlessly bridge online and offline interactions by generating unique QR codes for product packaging, signage, and other physical locations. With these QR codes, you can effortlessly convert in-person engagements into valuable SMS subscribers, expanding your reach and customer base.
  • Offers over 65 trigger events and more than 45 segmentation filters. The Intuitive Flow Builder uses these events to create SMS campaigns and automations. 
  • Opt-in forms to collect SMS subscribers at crucial touchpoints such as checkout pages, including popular platforms like Shopify, Recharge, and Carthook

What’s the catch? 

  • Postscript only provides SMS. (link)
  • Only Shopify integration (link)

Pricing 

  • Starter: Free ($0.015/SMS, $0.045/MMS + Carrier fees)
  • Growth: $100/month ($0.01/SMS, $0.03/MMS + Carrier fees)
  • Professional: $500/month ($0.007/SMS, $0.024/MMS + Carrier fees)
  • Enterprise: Custom pricing 

Source: Postscript

Customer ratings & reviews

  • G2 review: 4.9/5 (159 reviews)
  • Capterra review: No reviews 

5. Klaviyo

Klaviyo is SMS and email marketing software that manages conversations and helps you send personalized and relevant messages to your customers at the right time. 

What makes Klaviyo a great ActiveCampaign alternative?

  • Color-coded performance charts 
  • Predictive analytics 
  • AI customer segmentation
  • Dynamic web experience for customers 

Why choose Klaviyo?

  • Offers omnichannel marketing with SMS, emails, push notifications and reviews
  • Segments customers based on specific purchases, discount code usage, and predicted customer lifetime value using historical data, APIs, and native integrations
  • Offers a pre-built flow template that you can customize with your branding in a few clicks. Add triggers to these flows, and you can connect with your customers at the most relevant time. 
  • Visualizes all marketing data from multiple channels into one dashboard. You can also watch campaign performance by segment. 
  • Offers predictive analytics that can forecast the next order date, lifetime value, average time between orders, and churn risk. 
  • You can personalize page content based on site visitors' history and tailor pricing and promotions based on their behavior and preferences.

What’s the catch?

  • Too expensive for small businesses (link)
  • Subpar customer service (link)
  • Unnecessary features in some plans (link)
  • Steep learning curve; not beginner-friendly (link)

Pricing 

  • Starter: Free
  • Email: $45/month
  • Email and SMS: $60/month

Source: Klaviyo 

Customer review

6. Sinch MessageMedia

Sinch MessageMedia simplifies customer engagement by offering conversational messaging across various channels, including SMS, email, and chat. 

What makes Sinch Message Media a great Active Campaign alternative?

  • Integrates with CRM, marketing tools, ERP, and e-commerce tools
  • Easy user interface 

Why choose Sinch MessageMedia?

  • A unified inbox that lets you interact with their customers seamlessly
  • Offers robust audience segmentation, custom fields, and personalized SMS templates, allowing you to create highly relevant and engaging messages
  • You can send automated messages in bulk to reach a wider audience with minimal effort. 
  • Option to send messages from a dedicated number. You can use toll-free numbers and 10-digit long or short codes to deliver your messages effectively.
  • The platform offers robust reporting and analytics tools such as reporting dashboards, short trackable links, and mobile landing pages, allowing businesses to track engagement metrics and gain valuable insights into campaign performance.

What’s the catch?

  • Sometimes, the message delivery is slower than expected. (link)
  • Hubspot integration can be clunky. (link)

Pricing

  • Basic: $49/month
  • Conversations: $99/month
  • Pro: $249/month
Source: Sinch MessageMedia

Customer ratings & reviews

  • G2 review:  No reviews 
  • Capterra review: No reviews 

Pick The Best ActiveCampaign Alternative

These were the best alternatives to ActiveCampaign. If you want to make the switch immediately, try Plivo CX Engage. It offers easy UI, AI-assisted customizations, in-app customer service and fully customizable IVR with personalized automation. These features allow you to customize your promotions and convert your audience to customers. 

You can engage your customers with multiple channels, such as SMS, Whatsapp, and email. Additionally, you can service them via SMS, WhatsApp, email, voice, and live chat. Plivo CX helps segment and target the right customers at the right time, so your brand becomes their first choice whenever they think of buying. 

Let’s supercharge your marketing efforts with Plivo CX Engage. Check out Plivo now. 

May 15, 2024
5 mins

Verified Caller IDs: Trusted, Secure Outbound Calling with Plivo

Take your business communication to the next level with Plivo’s Verified Caller IDs. Authenticate outbound calls and build trust effortlessly.

Voice

Call spoofing is a growing challenge for businesses worldwide. This type of fraud involves the perpetrator using technology to make it look like they’re calling their target from a local number, a well-known company, a government agency, or even a real contact. The scammer then tricks their target into answering their calls and steals their personal information or money.

Call spoofing is a global problem: it’s estimated that Americans alone lost an estimated $87 billion to phone scams last year. It’s also damaging to legitimate businesses who often suffer reputational and financial losses when a scammer impersonates their brand.

Plivo’s introduction of the Verified Caller ID feature is designed to tackle security challenges by bolstering the platform’s security measures. The Verified Caller ID feature plays a pivotal role in enhancing the authenticity of outbound calls made within Plivo’s ecosystem. By authenticating and verifying caller numbers, businesses can establish a more credible presence through Plivo. This feature is especially beneficial for resellers, adding an extra layer of authentication that strengthens security throughout the communication landscape.

How do Verified Caller IDs work?

A spoofed caller ID is when someone alters the information displayed on their caller ID to make it look like they’re calling from a different number or even a different name than they are. It’s like wearing a disguise for their phone number.

With Verified Caller ID, Plivo ensures that calls are placed using authorized numbers and caller IDs, thereby preventing any calls originating from unknown caller IDs. Notably, if the number is rented or ported to Plivo, caller ID verification is bypassed as Plivo already authenticates these numbers. However, this verification step becomes essential only if a customer wishes to use their own non-Plivo number for making outbound calls. Here’s how the verification process works at a high level.

  1. Add Number: Include a number you intend to utilize as an outbound caller ID within the verified caller ID screen on the Plivo Console or through API integration.
  2. Authentication: Plivo will send a one-time passcode using SMS or voice.
  3. Confirmation: Enter the code to prove you have control of the number.
  4. Verification: Once your phone number is verified, you can use it as the caller ID when you make calls

Plivo makes it easy to verify your number. You can verify your numbers with Plivo using the Plivo console, APIs, and SDKs.

Get started with Plivo Verified Caller ID

Plivo’s Verified Caller ID is built to seamlessly integrate into your existing workflow. We make it easy to verify your numbers quickly and reliably using the console, REST APIs, and SDKs. Learn more about the verification process in our FAQs, guide and API reference.

May 1, 2024
5 mins

7 Klaviyo Alternatives To Boost Your E-commerce Business in 2024

Discover the top Klaviyo alternatives for e-commerce marketing automation in 2024. Get a quick overview of the features, pros, and cons of each alternative.

e-commerce Marketing

While Klaviyo has all the much-needed features for e-commerce businesses, it's not a good fit for everyone.

Firstly, it's expensive. Michele V, a Klaviyo user, says, "Recent price increase is making it hard for smaller businesses to enjoy Klaviyo's services. Many smaller e-commerce businesses find Klaviyo too expensive."

Then, it's not easy to understand and use. Jasmine M, another Klaviyo user, says, "The learning curve of the platform is really steep. Before using the platform seamlessly and getting effective data outputs for analysis, I had spent enough time understanding the platform by going through different videos and document files related to it."

Lastly, its customer support is not extensive. Chin J, a small business user, speaks of limited customer support in case of issues. 

So, what are the possible Klaviyo alternatives? In this post, we have listed the top 7 alternatives to Klaviyo, highlighting key features, pricing, pros, and cons. 

1. Plivo CX

Plivo CX is a complete customer engagement and support platform handling all customer touchpoints with your business. You can launch marketing campaigns to acquire & engage your customers and also service them. The capability to integrate both marketing and customer support into one platform makes Plivo CX the best Klaviyo alternative.

Key highlights:

Target audience Small and medium-sized business (SMB) and mid-market
Free trial Yes, with all features
Paid plans Business plans for marketing engagement start at $19 per month.
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Yes
Email campaigns Upcoming
WhatsApp campaigns Upcoming
Push notifications No
In-app messaging No
API Yes
Integrations All key integrations like Shopify, Zoho, Freshdesk, Salesforce, Zendesk, HelpScout, Hubspot, Zapier, etc., are available.
Automation workflows/User journey creation Can trigger SMS or MMS upon a specific storefront action and automate customer journey
Pre-defined templates Suggested templates for common and popular marketing messages
AI support Get AI support to draft messages and identify the right time to send messages.
Reporting Get insights from customer interactions to make data-driven decisions
Extendable to the customer service team Yes, it can be used to handle interactions with customers via chatbots (AI-supported), live chat, voice, SMS, and WhatsApp.
Compliance GDPR, CCPA, SOC2, PCI-DSS and HIPAA compliant

Pros:

  • Brings both marketing and customer service into a single platform
  • Supports all key channels: AI-powered live chat, voice, SMS, and WhatsApp 
  • Affordable pricing
  • High deliverability rate as Plivo has its own messaging network.

Cons:

  • There could be a slight learning curve while exploring all the features
  • Currently works for Shopify e-commerce brands only

2. Braze

Braze is a customer engagement platform that enables businesses to create personalized and effective marketing campaigns. It makes omnichannel marketing possible by integrating all major marketing channels, such as email, SMS, push notifications, and in-app messaging, into one platform.

Key highlights:

Target audience Small or medium-sized enterprises to large enterprises
Free trial Yes, up to 30 days
Paid plans Not transparent about pricing
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Yes
Email campaigns Yes
WhatsApp campaigns Yes
Push notifications Yes
In-app messaging Yes
API Can use API to export data, send messages, and connect Braze with other platforms
Integrations 140+ integrations with messaging, analytics, and top e-commerce platforms
Automation workflows/User journey creation Can set up automated campaigns triggered by specific events or actions taken by users
Pre-defined templates Pre-defined templates with media library, content ideas, color profiles, CSS templates, and more
AI support Get AI support to create/edit content and generate images
Reporting Get automated reports to track campaigns, understand user behavior, and optimize future marketing strategies
Extendable to the customer service team Not designed for handling customer service
Compliance GDPR, CCPA, and SOC2 compliant

Pros:

  • User-friendly interface
  • Extensive features for marketing

Cons:

  • Limited and difficult-to-use reporting features 

3.Omnisend

Omnisend is an email marketing and SMS automation platform for e-commerce businesses to engage with customers. With Omnisend, you can send personalized messages to customers to boost their shopping experience. 

Key highlights:

Target Audience SMB
Free trial Yes, with limited features
Paid plans The standard plan starts at $1,456 per month for 150,000 contacts. For more contracts, pricing is available on request
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Not mentioned on the website
Email campaigns Yes
WhatsApp campaigns Yes
Push notifications Yes
In-app messaging No
API Can use API to create/update contacts, send marketing messages, and connect Omnisend with other platforms
Integrations 130+ integrations with marketing, automation, Customer relationship management (CRM), and e-commerce platforms
Automation workflows/User journey creation Create and send automated emails based on customer-based triggers
Pre-defined templates Templates for emails, landing pages, notifications, and forms
AI support AI support to write personalized emails, predict customer behavior, and analyze campaign data
Reporting Detailed revenue and engagement reports of campaigns
Extendable to the customer service team No
Compliance GDPR, CCPA, and TCPA compliant

Pros:

  • Excellent customer support
  • Easy to use

Cons:

  • Limited pre-defined templates

4. Attentive

Attentive, one of Klaviyo competitors, is a personalized messaging solution for businesses. It enables businesses to engage with their audience through SMS and email campaigns.

Key highlights:

Target Audience SMB, Mid-market, and Enterprises
Free trial Yes
Paid plans Pricing isn't available on the website
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations No
Email campaigns Yes
WhatsApp campaigns No
Push notifications No
In-app messaging No
API API can be used to manage subscriptions, save subscriber attributes, and send personalized text messages.
Integrations 100+ integrations with top e-commerce, CRMs, data platform, etc
Automation workflows/User journey creation Get prebuilt journeys and also create customized journeys to trigger SMS/Email on specific user action.
Pre-defined templates Pre-defined templates for sign-up units, welcome journey, etc
AI support AI support to write messages, optimize, and personalize campaigns
Reporting Automated reports to track most important metrics like subscriber growth, attributed revenue, daily message cost, etc
Extendable to the customer service team No
Compliance TCPA, CTIA, GDPR, and CCPA compliant

Pros:

  • Excellent customer support

Cons:

  • Limited integrations. Currently, it doesn't support many email providers and CRMs. 
  • Pricing is on the higher side.

5. Postscript

Postscript is an SMS marketing platform helping e-commerce brands, particularly Shopify brands, build strong customer relationships through SMS campaigns. 

Key highlights:

Target Audience SMB
Free trial Yes, up to $1,000 credit for 30 days.
Paid plans Starter plans are available at $25 per month, and professional plans start at $500 per month.
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations No
Email campaigns No
WhatsApp campaigns No
Push notifications No
In-app messaging No
API Offers API support to integrate with other platforms and automate processes related to subscriber engagement and campaign management
Integrations 75+ integrations with automation platforms, email service providers, analytics platforms, etc.
Automation workflows/User journey creation Can set up automated messaging sequences to deliver targeted messages based on user behavior
Pre-defined templates Templates available for designing campaigns
AI support No
Reporting Analytic reports on subscriber engagement, campaign effectiveness, and revenue generated
Extendable to the customer service team No
Compliance TCPA, CTIA, GDPR, and CCPA compliant

Pros:

  • Affordable solution

Cons:

  • Limited integrations to fit into the complete tech stack

6. Automizely

Automizely is an email and text marketing platform that helps brands automate their campaigns. It currently targets Shopify, Magento, and WooCommerce brands.

Key highlights:

Target Audience Mid-market
Free trial Yes, up to 7 days
Paid plans Pro plan start at $25 per month
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations No
Email campaigns Yes
WhatsApp campaigns No
Push notifications No
In-app messaging No
API API support for dropshipping management, e-commerce integration, and more. Not for SMS campaigns.
Integrations 70+ integrations with e-commerce, marketing automation, dropshipping, CRM, and analytics platforms
Automation workflows/User journey creation Not mentioned on the website
Pre-defined templates Ready-to-edit emails
AI support Mentioned for some features on the website. But not for SMS.
Reporting Get key metrics like impressions, revenue, and more.
Extendable to the customer service team No
Compliance GDPR and SOC 2 compliant

Pros:

  • AI-powered personalization for campaigns 

Cons:

  • Limited advanced features.

7. Avada

Avada, another Klaviyo competitor, is a marketing platform for Shopify brands. It supports campaigns on email, SMS, push notifications, and WhatsApp channels.

Key highlights:

Target Audience SMB
Free trial Yes, up to 14 days
Paid plans Advanced plans from $47 per month
SMS and MMS campaigns Yes
2-way SMS conversations Yes
2-way Whatsapp conversations Not mentioned on the website
Email campaigns Yes
WhatsApp campaigns Yes
Push notifications Yes
In-app messaging No
API Not mentioned on the website
Integrations Not mentioned on the website
Automation workflows/User journey creation Option to create workflows that are triggered based on different customer behaviors such as abandon cart, subscribe newsletter, purchase, inactive, etc.
Pre-defined templates Pre-made templates available for email campaigns
AI support Not mentioned on the website
Reporting Has an app dashboard tracking all important KPIs: open rate, click-through rate, revenue, and conversion rate.
Extendable to the customer service team No
Compliance GDPR, CPRA, SOC2, and PCI-DSS compliant

Pros:

  • Excellent customer support

Cons:

  • Limited customization options.

Ready to make a switch?

If you are looking for a complete solution to bring your entire customer outreach, marketing, and customer service into one platform, Plivo CX Engage is your solution.

Book a demo today!

Apr 16, 2024
5 mins

The 6 Best SMS Marketing Platforms For Your Shopify Brand

This guide will help your e-Commerce business identify the best SMS marketing platforms, compare features, and find the best solution to engage your audience.

SMS Marketing

Are you searching for the perfect SMS marketing platform to take your ecommerce business’s communication to the next level? Studies have shown that 45.9% of e-commerce businesses use SMS marketing as a pivotal aspect of their marketing strategies. 

While there are numerous powerful SMS marketing platforms available, it can be challenging to find the right SMS campaign tool that will seamlessly deliver high engagement, effective integration with your existing marketing automation systems, and streamlined workflows. 

This article will explore the features, pricing structures, and use cases of some of the most popular SMS marketing platforms currently available and how your Shopify brand can choose the solution that will transform your SMS marketing strategies from a communication strategy to a revenue-boosting powerhouse. By the end of this detailed guide, you will be empowered to choose the right tool that is customized to your business’s long-term goals and technical setup.  

The Top 6 SMS Marketing Platforms For Shopify Businesses

1. Plivo CX Engage

Plivo CX Engage has a powerful SMS marketing platform that can help your brand leverage audience segmentation, messaging capabilities, and campaign management. Your business doesn’t need multiple tools to manage, acquire, engage and service your customers. Plivo CX Engage is a single platform that Shopify brands need to manage their customer experiences and operations while keeping costs low. 

Plivo CX Engage Best Features:

  • Use “Journeys” to track user activity on the storefront and automatically trigger customer journeys
  • Group your customers based on demographic data and specific characteristics
  • Import contacts from numerous different sources
  • Access AI-generated message suggestions, customizable templates, and support for various SMS channels 
  • Seamless integration with Shopify, with advanced features such as journey building and event tracking
  • WhatsApp marketing to build customized outbound campaigns
  • Easily upgrade to provide customer service from the same platform 
  • Global messaging coverage and high reliability 

Plivo CX Engage Limitations

  • Designed for e-commerce brands and currently only works for Shopify stores
  • Businesses in highly regulated industries may need to still monitor and evaluate regulatory requirements for their sector.

Plivo CX Engage Pricing

  • Plivo CX’s customer service solutions range from $0.0095 - $0.013 per SMS and $0.029 - $0.039 per MMS. 

Plivo CX Engage Ratings and Reviews

  • G2: 4.5/5 (724 reviews)
  • Capterra: 4.3 / 5 (83 reviews)

2. Klaviyo

Klaviyo is an SMS marketing app and tool that is designed to help small and medium-sized businesses use cross-channel SMS marketing to increase customer retention and e-commerce revenue. It contains over 300 integrations and supports plans for efficiency campaign delivery. 

Klaviyo Best Features

  • Test different versions of SMS messages using A/B testing to determine which is more likely to perform better.
  • Segment your audience based on different demographic criteria to send more targeted messages.
  • Send and receive SMS messages with your leads and customers.
  • Customize your brand’s SMS messages using customer information such as historical purchase behavior, name, and location.

Klaviyo Limitations

  • Klaviyo has a limited free plan, which only allows users to send 150 SMS messages per month, which is not sufficient for growing Shopify brands.
  • Its advanced features may be overly complex and difficult to understand, especially for brands without prior experience with SMS automation tools. These advanced features also require users to contract an agency to adopt them. 

Klaviyo Pricing:

  • Depending on the number of contacts your business needs to contact on a monthly basis, Klaviyo’s monthly pricing can vary from $45 to $3,870 per month. 

Klaviyo Ratings and Reviews

  • G2: 4.6/5 (1014 reviews)
  • Shopify App Store 4.0/5 (1,861 reviews)

3. Attentive

Attentive specializes in conversational SMS solutions that allow businesses to send product updates, promotional offers, and more. It is equipped with more than 100 integrations and is popular for its customer service solutions. 

Attentive Best Features

  • Send targeted SMS messages to communicate product updates and announcements.
  • Have two-way conversations with your potential and existing customers through SMS.
  • Set up automated SMS messaging timelines based on specific customer behavior. This can include welcome messages, order updates, and more. 

Attentive Limitations

  • Attentive smart-sending time period is 8 hours. This means that SMS contacts who have received a message from your brand within the previous 8 hours will be skipped. This can limit the total number of messages you are able to send a customer or lead per day.
  • This platform has limited customization options, particularly for its free plan.

Attentive Pricing

  • Pricing information is not publicly available.

Attentive Ratings and Reviews

  • G2: 4.8/5 (482 reviews)
  • Shopify App Store 3.7/5 (21 reviews)

4. Postscript

Postscript is a Shopify-integrated SMS campaign tool designed to help e-commerce platforms execute their SMS marketing strategies. It offers four distinct plans with varying features and platform fees. 

Postscript Best Features

  • Grow your subscriber list efficiently to be able to send the right message to specific customers at the right time. 
  • Build campaigns and add external media.
  • Set up automation to increase efficiency. 
  • Integrate SMS strategies with email, loyalty programs, and reviews. 

Postscript Limitations

  • Postscript has a limited number of custom fields that users can use.
  • This platform uses a credit pricing system, which means that international SMS require additional credits.

Postscript Pricing

  • Postscript offers four distinct tiers of pricing plans. The first tier is free with limited features. The other three tiers include various services such as customer success management, onboarding, support channels, and more. 

Postscript Ratings and Reviews

  • G2: 4.9/5 (159 reviews)
  • Shopify App Store 4.9/5 (1937 reviews)

5. Omnisend

Omnisend is an SMS marketing solution popular for its effective customer service and intuitive user interface. One of its most unique features is its seamless migration from competitors such as Klaviyo and Mailchimp.

Omnisend Best Features

  • Resend SMS campaigns without manual interference.
  • Use pre-configured SMS messages, subject lines, and workflow settings.
  • Leverage two-way SMS communication with contacts.

Omnisend Limitations

  • Omnisend’s free plan only allows users to send up to 60 SMS messages per month.
  • This platform lacks the advanced automation features present in other SMS marketing tools.

Omnisend Pricing

  • Depending on the number of contacts your Shopify brand has, the pricing of this platform can vary from $59 per month to $1914 per month. 

Omnisend Ratings and Reviews

  • G2: 4.5/5 (849 reviews)
  • Shopify App Store 4.8/5 (5502 reviews)

6. Recart

Recart is an SMS platform that focuses on helping Shopify businesses access efficient SMS marketing services. It is popular for being relatively more cost effective than other SMS marketing solutions.

Recart Best Features

  • Set up automated campaigns that send messages based on triggers and pre-defined schedules
  • View real-time analytics for your Shopify SMS marketing campaigns. 
  • Leverage AI tools to develop and improve SMS content
  • Take advantage of stringent regulatory compliance measures.

Recart Limitations

  • Recart does not provide users with the ability to track customer journeys. 
  • Recart is only available for Shopify ecommerce stores.
  • Recart’s SMS features are only available through a bundle with its email marketing solutions. This is not ideal for businesses with established email marketing strategies and tools.

Recart Pricing

  • Recart’s starter 3-month plan starts at $345 per month and can go up to $1149 per month.

Recart Ratings and Reviews

  • G2: 4.3/5 (6 reviews)
  • Shopify App Store 4.8/5 (5477 reviews)

How to Choose an SMS Marketing Platform

1. Define Your Objectives

Before you choose from the available SMS marketing solutions available in the market, you need to decide if the platform you select aligns with your brand’s short-term and long-term goals. 

Is your primary goal to increase Shopify leads or to retain your existing customers? How often do you plan to use the platform? Digital transformation goals and the right SMS marketing software can help your business achieve are improving employee experiences, improving scheduling, optimizing reporting and more. 

Researching common objectives pursued by businesses using such marketing platforms can aid you in two ways:

  1. Connecting to an objective if you already have one in mind.
  2. Borrowing an objective if you haven't defined one yet.

Research has shown that 29.46% of companies have cited efficiency as their main goal for purchasing operational software. From increasing website visits to your e-commerce platform to shortening your sales team response time, setting specific and measurable goals will help you decide which SMS campaign tool is the right fit.  

2. Evaluate Features and Functionality

What will your business be using the SMS platform for? Will you use it to send abandoned cart reminders or to update your customers about order and delivery statuses? Only 13% of businesses allow customers to respond to SMS messages? Is this one of your business’s priorities?

Common features and use cases for your ideal SMS marketing platform include: 

  • Segmentation and Targeting
  • Opt-out management 
  • Analytics and reporting 
  • Abandoned cart emails

Once you know what the various use cases for your ideal SMS platform are, you will be able to select a tool that provides the capabilities to achieve your long-term objectives. 

Prepare a list of features and functionalities that your business needs to achieve your overall SMS marketing goals. What features will make or break your Shopify brand’s success in the long term? You should also consider the level of support that each platform provides and to what degree each tool is able to operate without requiring manual intervention. 

This step will help you compare the features and pricing that each solution provides and choose one that aligns best with your exact needs and preferences. 

3. Assess Your Budget

The pricing of different SMS marketing software can vary significantly based on different subscription plans and available features. Consider the scale and exact requirements of your Shopify brand, as well as the features you need to drive successful SMS marketing campaigns. 

Retail e-commerce brands can experience a return of up to 300% on their investment in SMS marketing. Specify your business’s available budget and narrow down available SMS platforms based on different price ranges. 

Consider these factors to create a budget that drives results:

  1. Brand Size: SMS marketing budgets typically vary depending on your business stage. Smaller brands might allocate a smaller percentage of their marketing budget to SMS, while larger brands with established audiences may dedicate a higher percentage.
  2. Campaign Goals: Are you focused on driving sales, increasing customer engagement, or promoting brand awareness? Understanding your goals will help you prioritize features within your chosen SMS platform.
  3. Target Audience Size: The number of subscribers you have directly impacts your budget. Platforms often offer tiered pricing based on subscriber volume.

Here's a breakdown of how budget allocation might differ based on brand size:

  1. Emerging Brands: Focus on core features like sending basic text messages and managing subscriber lists. Look for cost-effective platforms with pay-as-you-go options or low monthly fees.
  2. Growing Brands: As your audience expands, consider features like segmentation, automation, and analytics. Look for platforms with features that support growth and budget for a mid-tier subscription plan.
  3. Established Brands: Prioritize advanced features like two-way messaging, rich media messaging (MMS), and integrations with other marketing tools. Invest in a premium platform with robust features to maximize campaign effectiveness.

By understanding these factors, you can narrow down your SMS platform options based on features and price range, ensuring you get the most value for your budget.

Start SMS marketing with Plivo CX Engage 

Plivo CX Engage is a powerful SMS marketing software that can provide your Shopify brand with everything it needs to achieve tangible success through SMS marketing. Our platform is equipped with powerful and industry-leading features such as customer segmentation, AI-generated messages, intelligent SMS sending, and much more. 

Partnering with Plivo CX Engage for your SMS marketing needs will help you communicate with existing contacts, grow your marketing list, scale and optimize lead generation cycles, and more. This will help your e-commerce business craft and deliver powerful messages that leave a long-lasting impact on your audience and translate to increased revenue. 

Ready to finally use the best SMS marketing tool currently available? Book a demo to learn more about Plivo CX Engage’s powerful features and capabilities.

Apr 10, 2024
5 mins

10 Best Intercom Alternatives Reviewed

Exploring Intercom alternatives for your customer support team? Here are the 10 best tools in the market.

Customer Service

The ability to swiftly and effectively support customers is paramount for business success. An efficient customer support team improves brand reputation, boosts customer retention, generates referrals, and increases long-term profitability.

Intercom is a popular AI-driven customer service solution. Apt for large enterprises, SMBs, and startups, and has features like AI chatbots and automation, CRM integrations, custom agent workspaces, and robust knowledge base creation. 

Despite its many advantages, Intercom’s effectiveness depends on factors such as the size of your customer support team, short-term and long-term goals, and budget. Intercom might not be the right solution for every business and falls short in many areas:

  • Does not offer enhanced monitoring and supervision capabilities
  • Fails to deliver the expected level of customer support
  • Does not integrate with home-grown systems
  • Pricing can be prohibitive, especially as the number of agents increases

As a customer service operations manager, keep reading if you're well aware of Intercom’s limitations and looking for alternatives in the market that align with your customer service goals. 

This blog post delves into 10 Intercom alternatives, their features and limitations, and pricing plans to help you find the best fit for the job.

What are the key features to consider in Intercom alternatives?

When reviewing your options:

  • Look for transparent, scalable pricing solutions to fit your budget without sacrificing quality
  • Choose a tool known for its intuitive interface, user-friendly design, and customization options
  • Consider whether a platform specializes in your industry or offers niche-specific features
  • Identify essential features you genuinely need without being overwhelmed by unnecessary functionalities
  • Evaluate the level of support provided, including availability, responsiveness, and resources like knowledge bases

10 Top Intercom Alternatives to Consider 

1. Plivo CX Service

Plivo CX Service is a cloud contact center solution that elevates customer service with AI. It allows you to integrate email, voice, live chat, SMS, email, and WhatsApp into a single platform—working multiple channels to support your customers simultaneously.

Powered by Plivo, it offers reliable calling and messaging capabilities, enhancing agent productivity and enabling real-time coaching opportunities.

Plivo CX Service reduces the need for live agents by over 50% with OpenAI-powered chatbots, making it a strong contender for Intercom alternatives. What sets it apart as the best Intercom alternative is the easy-to-use web-based application for Mac and Windows, a drag-and-drop customer journey builder, and local and toll-free numbers in 50+ countries. 

Plivo CX Service best features

  • Allows you to use customer data to automatically route customers to the most appropriate agents with Contacto Voice; also enables self-select for quicker routing, shorter wait times, and faster resolution 
  • Enables agents to send a photo or link while on a call to the customers with Contacto SMS/text messaging; resolves issues faster
  • Contacto Whatsapp helps deflect common questions to automated responses with powerful bots in WhatsApp
  • Natively integrates live chat with your mobile app to help your agents give the best response every time with snippets using Contacto Live Chat

Plivo CX Service limitations

  • Does not have features related to quality assurance and workforce management 
  • Does not have a mobile version for support agents

Plivo CX Service pricing

  • Growth: $32/user/month
  • Business: $59/user/month
  • Enterprise: Custom pricing 

Plivo CX Service ratings and reviews

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

Plivo CX Service is best suited for

Midsize businesses looking for a scalable and affordable solution for SMS messaging and telephony services

2. Cloudtalk

Cloudtalk is a VoIP business calling solution used by sales and support teams that automates workflows and increases your team’s calling efficiency and performance with built-in analytics.

Moreover, your customer support team can speak to the callers first and determine what they need, routing them based on agent skills, custom fields, and CRM or helpdesk info.

This Intercom alternative operates in 160+ countries, allowing you to improve your pick-up rates by making local calls from anywhere globally.

Cloudtalk best features

  • Helps agents structure their calls with customizable notes, call scripts, and questionnaires
  • Allows labeling phone calls and tracking metrics like interactions, goals, and outcomes
  • Disconnects and blacklists unwanted spam calls immediately

Cloudtalk limitations

  • Unstable performance noticed in the Cloudtalk iOS app, widespread crashes in using features like "callback"
  • Difficult to access live support due to time zone differences
  • Customer service is supported only through voice channels

Cloudtalk pricing

  • Starter: $25/user/month
  • Essential: $30/user/month
  • Expert: $50/user/month
  • Custom: Custom pricing 

Cloudtalk G2 rating

CloudTalk is best suited for

Small teams with basic call routing needs, customer service centers, and sales teams

3. Avaya

Avaya’s Experience Platform is a cloud contact center solution that supports customer communication across multiple touchpoints, from voice and video calls to chat messaging.

It gives your agents a 360-degree view of the customers from both your on-premises and cloud interactions. This Intercom alternative offers a simple, flexible, secure cloud experience with worry-free upgrades, support, and administration. 

Avaya is used by businesses in the healthcare, education, financial services, and public sectors for their remote contact centers to manage customer interactions. 

Avaya best features

  • Flexible cloud deployment models match varying business needs, whether it’s entirely cloud-based, hybrid, or an on-premises solution
  • Offers collaboration tools like instant messaging, video conferences, ring groups, and file sharing, maximizing contact center performance
  • Empowers agents and supervisors to be the best at what they do with in-call monitoring and live coaching tools.

Avaya limitations

  • Innovation and feature roll-out is slow
  • Setting up, customizing, and managing the platform can be complex and may require specialized skills or resources
  • There can be challenges when interfacing with older systems or third-party applications not directly supported by the platform
  • Since the platform is not built cloud-first, a lot of features available in the on-premise software are unavailable in the cloud version

Avaya pricing

  • Custom pricing 

Avaya G2 rating

Avaya is best suited for

Enterprises that need a customizable and sophisticated communication solution

4. Aircall

Aircall is a phone and communication platform for improving productivity, customer service, and team collaboration.

On top of common features like call routing and recording, queue callback, and AI-generated call summaries, your contact center agents can create and share select contacts with their team so everyone can follow the conversation.

Benefit from the one-click setup from this Intercom alternative’s admin dashboard and manage all settings in one place.

Aircall best features

  • Hosts up to five people in the same live conference call with Aircall’s VoIP calling solution
  • Streamlines internal communication and better assigns tasks to your agents with Aircall’s shared inbox
  • Allows you to send, receive, and manage SMS text messages between you and your contacts for personalized conversations

Aircall limitations

  • Does not have additional support capabilities like helpdesk, knowledge base
  • The platform lacks flexibility since the rudimentary workflow designer cannot be used to create custom journeys
  • Text integration in Aircall with Hubspot CRM could be improved with the automatic ticketing system that Aircall generates
  • Occasional call quality issues, where calls can be choppy or experience dropped connections, have been reported

Aircall pricing

  • Essentials: $30/license
  • Professional: $50/license
  • Custom pricing: 25-licenses minimum 

Aircall G2 rating

Aircall is best suited for

Medium-sized businesses looking for an easy-to-use cloud-based call center solution with excellent CRM integrations

5. RingCentral

RingCentral Contact Centre is an easy-to-use cloud-based communications system for customer support teams and contact centers. It is equipped with the most standard features, including audio conferencing, unlimited calling, and video meetings.

This Intercom alternative has a centralized portal for agent activity to manage inbound and outbound conversations easily. RingCentral is ideal for large businesses with multichannel communication.

RingCentral best features

  • Enables you to gamify incentives to boost agent performance and encourage learning and development
  • Shares reports summarizing agent availability, call traffic fluctuations, and training progress
  • AI-powered tools like automated call scorecards, feedback modules, and keyword tracking

RingCentral limitations

  • Limited to generic calling usage across functions
  • Slow at innovating and rolling out new features
  • Delayed customer support due to differences in the time zones
  • The system is complex and requires training for setup
  • Lacks features that cater to the needs of the support team, like a customer’s past interaction history

RingCentral pricing

  • Custom pricing 

RingCentral G2 rating

RingCentral is best suited for

Midsize businesses that want comprehensive cloud communication platform with an extensive feature set and reliability

6. Genesys Cloud

Genesys is a cloud platform that provides enterprise-grade communications, collaboration, and contact center management capabilities on a global scale.

This Intercom alternative helps you transform your customer experience, no matter where the conversations start or end, across digital channels like email, text, chat, and social media. Genesys offers AI-powered agent assistance and native CRM integrations for business optimization.

Genesys Cloud best features

  • Delivers deep analytics and reporting features built into the user interface
  • Integrates all critical apps with off-the-shelf functionality or custom-built solutions when needed
  • Comes with self-service options like speech-enabled IVR, voice bots, and chatbots, empowering customers to interact with you when and how they choose

Genesys Cloud limitations

  • Requires engaging an implementation partner, so setup and maintenance are expensive
  • Customizing customer journey workflows is a complex and time-consuming process
  • The default application capabilities, such as agent assistance, voice transcriptions, surveys, and reports, are limited
  • Eventually costly due to numerous add-ons added for system customization
  • Since the platform is not built cloud-first, a lot of features available in the on-premise software are unavailable in the cloud version

Genesys  pricing

Genesys offers five types of pricing plans:

  • Genesys Cloud 1 (Voice): US$75 per month
  • Genesys Cloud 2 (Digital): US$95 per month
  • Genesys Cloud 2 (Digital + Voice): US$75 per month
  • Genesys Cloud 3 (Digital + WEM): US$75 per month
  • Genesys Cloud 3 (Digital + WEM + Voice): US$75 per month

Genesys G2 rating

Genesys Cloud is best suited for

Enterprises looking for a robust, scalable cloud contact center solution

7. Zendesk

Zendesk is one of the oldest customer service platforms in the market, with a unified agent workspace. It enables customer support reps to converse with customers on any channel, whether email, chat, WhatsApp, or Apple Business Chat.

Shared inbox tracking, knowledge base management, and comprehensive reporting are the other capabilities offered by Intercom alternative. From large enterprises to startups, Zendesk serves 160,000 global customers in 30+ languages. 

Zendesk best features

  • AI-powered bots support customers with natural, human language in a tone set by you
  • Allows you to easily customize a live chat widget to match your brand colors, get access to unlimited chat history, and format direct messages the way you like
  • Robust tools like routing, CSAT ratings, time tracking, and service level agreements ensure your agents never miss any request

Zendesk limitations

  • Slow response times from the support team, taking hours or even days for basic inquiries
  • Zendesk does not offer conversational support - the outdated ticketing system makes customer service cumbersome
  • Complicated processes for adjusting subscription levels, such as adding or removing users, with up to 60 days notice required for some changes

Zendesk pricing

Zendesk offers four pricing plans:

  • Suit Team: $55 per agent per month
  • Suit Growth: $89 per agent per month
  • Suit Professional:$115 per agent per month
  • Suit Enterprise: Talk to sales

Zendesk G2 rating

4.3/5 (5799 reviews)

Zendesk is best suited for

Midsize businesses seeking a strong customer service software with seamless integration into their support and sales pipelines

8. Talkdesk

Talkdesk is an AI-powered cloud contact center platform that transforms customer experiences, dramatically reduces costs, and supercharges operational efficiencies. Enable multichannel communication and personalize and automate workflows for your agents.

This Intercom alternative comes with 70+ pre-built CRM and collaboration tool integrations. Customize and scale your platform with AI apps within Talkdesk to boost agent productivity and optimize customer journeys.

Talkdesk best features

  • Delivers high reliability and call quality, backed by an enterprise-grade uptime SLA
  • Comes with 30+ security certifications, including SOC 2 and 3, ISO 27001, PCD DSS Level 1, HIPAA, and GDPR
  • Offers flexible cloud contact center deployment options; store key data in the region of your choice for compliance

Talkdesk limitations

  • Needs an additional primary helpdesk software to manage and capture customer interactions
  • Lacks features to provide omnichannel support
  • Lacks the flexibility to customize workflows and ticket organization to accommodate unique operational styles
  • Does not provide sufficient guidance and resources during the onboarding and setup process

Talkdesk pricing

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

Talkdesk G2 rating

Talkdesk is best suited for

Midsize companies requiring a cloud contact center solution with strong AI and analytics capabilities to improve customer service efficiency

9. Five9

Five9 is a cloud-based contact center solution integrating advanced features such as an automated dialer, comprehensive lead management, and detailed reporting tools.

With a focus on optimizing call management processes, Five9 aims to improve efficiency and effectiveness in handling customer interactions. 

This Intercom alternative’s cloud software architecture delivers flexible application and storage capacity and can scale rapidly on demand.

Five9 best features

  • Enables agents to be more effective on the phone by giving them more time with live prospects
  • Helps maximize agent productivity by increasing the amount of connections they can make with customers with predictive dialing solutions
  • Real-time and historical reporting, recording, workforce management (WFM), quality monitoring, and CRM integrations creates consumer-centric omnichannel experiences 

Five9 limitations

  • Has an outdated UI
  • Needs an additional primary helpdesk software to manage and capture customer interactions
  • Lacks features to provide omnichannel support
  • Users have reported a rise in unwanted or unclear calls since switching to Five9, indicating potential issues with call filtering or management
  • Defaults to a callback option that provides insufficient information for the user to understand the context of the callback

Five9 pricing

  • Digital: $1499/month
  • Core: $149/month
  • Premium: $169/month
  • Optimum: $1999/month
  • Ultimate: $229/month

Five9 G2 rating

Five9 is best suited for

Midsize contact centers that need a comprehensive, cloud-based solution

10. Dixa

Dixa is a customer service platform that enhances how businesses interact with customers by providing a unified view of multichannel communications, including phone, email, chat, and social messaging.

This Intercom alternative includes popular call functionalities such as IVR (Interactive Voice Response), click-to-call, call recordings, intelligent routing, and analytics.

Dixa also provides tools for tracking team performance, analyzing and auditing customer interactions, and coaching agents when necessary.

Dixa best features

  • Smart algorithms and agent priority feature automatically ensure the most qualified agents handle the most critical conversations first
  • Helps track and improve team performance with easy-to-read dashboards and built-in QA
  • Gives access to customer account information, historical conversations, and company documentation in one unified, detailed view

Dixa limitations

  • Does not offer native support for text/SMS channels
  • The current system for transferring calls or interactions appears to be restrictive, as users cannot communicate with someone in a different queue without transferring the customer call directly to them
  • When customers use the chat feature on a website, agents currently cannot see what part of the website the customer is viewing

Dixa pricing

  • Essential: $49/month
  • Growth: $109/month
  • Ultimate: $169/month
  • Custom: Contact sales

Dixa G2 rating

Dixa is best suited for

Medium to large businesses focusing on customer friendship platforms

Maximize Your Customer Service Capabilities with Contacto

Selecting the right Intercom alternative could improve your customer support capabilities, optimize workflows, and yield insightful data.

Book a complimentary demo with our team if you are specifically keen to learn about Plivo CX and whether it aligns with your immediate requirements and can scale as your business grows. We will take you through all its features and answer your queries.

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