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The Secrets to Successful Shopify Automation in 2020
Emily Randolph
written by
Emily Randolph
last updated
July 21, 2020
The Secrets to Successful Shopify Automation in 2020

The marketing automation industry is growing by 30% each year in the United States. This kind of rapid growth demands attention. Not only does it show that people are using it, but it also shows that it works. Adding or increasing your automation will help you grow alongside this statistic. 

5 Tips and Tricks for Shopify Automation

Using more automation (as opposed to the bare minimum) on your Shopify website will give you more freedom and will allow you to save both time and money. The following steps will help get you started in adding automation to your site as soon as possible. 

Start with Analytics

First and foremost, analytics can help you identify what you need most and where automation can help on your website. Analyzing your site is just a starting point. You can then go beyond it to find more and more ways to automate. 

It is also the easiest way to get started – the second easiest being integrating apps to find automation opportunities (Slack, Zapier, ChipBot, etc). 

Identifying and rewarding loyal customers can also help grow your customer base and gain your good feedback. For example, 

Get Organized

It’s no surprise that organization is key to any website. If you have too much going on, it will be harder to get started on automating certain tasks. You want your page to simple and run smoothly, so start by getting rid of any extra features or content that isn’t needed. Then automate the tasks that are left.

A knowledge management system can help you stay organized and give you the space you need for automation. On Shopify, certain systems can even act as both customer support and content management systems. Bad customer service is the last thing you want on your eCommerce website, so get your site organized. 

Try going paper-free. It will save you space, time, and clutter. And it’s eco-friendly!

Adapt to the Market

Paying attention to what your competitors are doing is important. If they are doing something well, adapt your strategy to look more like theirs, but better. Especially if you are losing customers to them.

Adapt to what your customers want.

This allows you to hit above your weight. Pay attention. Your competitors may be doing something in an archaic way, but automation allows you to get ahead of that. By being nimble, breaking things fast, and finding new ways to save time faster than competitors, you are automating a new system of getting things done.

Use Dynamic Content

Increasing conversion rates is a big part of growing your business. Using automation to personalize content will do just that, and more. Not only do you want to fill your website with all types of content so that your customers aren’t bored, but you also want to automate that content to change with each customer. 

A customer interacting with the same content as any other customer is way less likely to convert. A customer who interacts with content that automatically changes to meet their needs has a way larger chance of connecting with your brand. 

Work with Up and Down-sell Funnels

You can use automation to methodically up or down-sell a customer. For example, if someone buys a product and lands on a checkout page, you can automate an up-sell product (one-click buy). If they decide to hit no, you can then down-sell them a different product.

This process is often done with scripting, and you can probably do it with bots and email campaigns as well.

4 Things to Automate on Shopify for Zero-Cost

Automating the following services will kickstart your Shopify page on its fully automated journey. While all this is very exciting, you aren’t just doing it for fun. Automating your website will save you time and improve your site’s efficiency. 

Email Marketing

Successful email marketing is a must-have for any business. With automated email marketing, you can send out emails to customers and prospects automatically based on a schedule or whatever triggers to set up. For the most part, it’s pretty simple.

There are two types of automated emails: event-based trigger emails and drip-feed email content. You can use them independently or together depending on your goals. By using analytics, you can personalize your emails for your customers and even up or down-sell them along the way. 

Customer Service

Customer service can be automated in a lot of different ways. One of the most helpful ways to automate customer service is implementing a self-service system like a knowledge base. A knowledge base is a simple store of information or data that is available for employees, users, and customers to draw on. It is a self-service library of information, allowing customers and employees alike to take matters into their own hands.

Some knowledge bases, like ChipBot, are built with artificial intelligence so users can interact with your company without using the extra resources. Customers can get easy access to information and don’t have to deal with a representative. Knowledge bases are affordable, and sometimes even free. To make it even easier, ChipBot can integrate with Zapier so you can connect and automate even more and make your customer service run smoothly on its own. 

Social Media Management

The easiest way to automate social media is by using software and apps. For example, you can use Zapier to automatically post content from other sites. That way, you save time with cross-posting. 

You can also use Zapier to monitor social media efforts. With that, you get daily awareness of your social media ROI – social media can be a huge investment for small businesses and startups, so knowing the return is very helpful. 

Inventory Management

For low-stock products, you can automate inventory management. Monitoring what is in stock and updating the pages accordingly will help to avoid customer churn and allow you to keep selling. 

You can also standardize merchandising and product organization.


Want an added benefit to the automation of your Shopify page? Add ChipBot!

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