10 proven eCommerce automation strategies to boost sales

eCommerce automation strategies
Key Takeaways
  • Optimize checkout flow: Automate the checkout process for a smoother customer experience.
  • Personalize product recommendations: Use automation to tailor product suggestions to individual customers.
  • Recover abandoned carts: Employ automated emails with incentives and urgency to regain lost sales.
  • Enhance email marketing: Utilize automation for targeted and timely customer communication.
  • Improve customer support: Implement chatbots and live chat alongside human assistance.
  • Boost sales with recommendations: Use automation to suggest relevant upsells and cross-sells.

Running an online business comes with its fair share of challenges. From managing inventory to providing top-notch customer support, you have a lot on your plate.

That’s where an eCommerce automation project steps in.

It leverages a combination of modern technologies to deliver the job efficiently. APIs, software, artificial intelligence, and machine learning to name a few.

Together, it empowers online stores to streamline operations by automating repetitive tasks and processes. 

Are you ready to discover the game-changing power of eCommerce automation? Let’s explore the 10 proven eCommerce automation strategies. All these insights will help you with the following:

  • Drive more traffic
  • Convert more customers
  • And ultimately increase your revenue

Let’s take a closer look.

10 tried & tested eCommerce automation strategies

As you go through each of these automation strategies, see what applies best for your business and note them down based on importance so you’ll know what to prioritize.

1. Streamline your checkout process

Customers expect eCommerce businesses to have a smooth and hassle-free checkout flow.

No barriers and friction points, making it easy for them to complete their purchases. Automation can help do this.

Here are a few ways how intelligent automation will enhance your checkout process and drive sales:

1.1 Simplified form filling

This automation approach can eliminate the need for customers to fill in repetitive information.

It can automatically fill in any previously entered customer information in your online store: Name, shipping address, and payment details to name a few.

1.2 One-click checkout

Customers can make purchases with a single click using automation tools. They save their account and payment details via account setup.

Then, the one-click checkout feature retrieves this information when a customer makes a purchase.

1.3 Real-time inventory updates

Your automation plan should include making sure that customers get accurate and real-time information on product availability.

It also alerts customers if an item is running low in stock. This helps create a sense of urgency and encourages customers to take immediate action.

1.4 Dynamic shipping & tax calculations

Transparency provides visibility and traceability throughout various processes. When you implement automation, it will retrieve real-time shipping rates.

It will calculate the taxes based on the customer’s location. This reduces errors and surprises for customers during checkout.

1.5 Integration with payment gateways

Consumers expect businesses to provide secure and convenient payment options. eCommerce automation can make that happen through the integration method.

This method makes integrating multiple payment gateways into your online store effortless.

Most eCommerce automation software supports a broad range of payment gateways. This allows businesses to accommodate different payment preferences.

Enable diverse payment modes with Amazon Pay, Adyen, Paypal, Stripe, RazorPay, PayU, Klarna & Authorize.net you get via this formpay payment integration.

eCommerce Automation: Payment Gateway Options

Customers shopping at this eCommerce platform can choose from popular payment gateways. Credit cards, PayPal, and Shop Pay are a few good options.

But you can always add more, such as debit cards, digital wallets, and other alternative payment methods.

These gateways offer secure transactions and protect sensitive customer information so your customers can ease their minds during the checkout process.

Automation systems also incorporate advanced security features.

Encryption can transform the data into an unreadable format during transmission, making it difficult for hackers to decode.

Expert Advice:

Don’t wait until the checkout stage to offer streamlined experiences. Right off the bat, you can offer fast and easy services to entice potential customers to take the next step.

Consider what this in-home dog training did.

Instead of the usual “Check our packages now” types of CTA, theirs was “Get My Instant Quote” and promised to provide it in under 30 seconds.

Anybody with this offer will be compelled to check if their quote is worth it. 

2. Implement personalized recommendations

Automation uses advanced algorithms and machine learning to analyze customer preferences and data. This tailors recommendations to each user.

Balance is crucial. So, make sure automation always provides helpful recommendations for each user to enhance user experience.

Here’s one way automation can implement personalized recommendations.

Let’s say a customer is browsing an online store offering cosmetic application ingredients.

It starts by tracking all their browsing behavior and past purchases related to cosmetic ingredients.

Machine learning algorithms then analyze customer data to find patterns among customers with similar interests.

The system then groups these customers and generates personalized ingredient recommendations.

For example, if the customer is interested in natural cosmetics. The system may suggest ingredients like organic oils and botanical extracts.

These product recommendations are often shown on the product pages or in the website’s dedicated “Recommended for You” section.

As the customer continues to browse or make purchases, the system will update the recommendations in real time.

3. Use abandoned cart emails

eCommerce Automation: Abandoned Cart Emails

Have you considered using abandoned cart emails to recover lost sales? They are an excellent strategy to entice customers to return and complete their purchases.

To make the most of this strategy, here are key points to consider when using abandoned cart emails:

3.1 Offer incentives

This effective automation strategy boosts customer motivation by providing incentives like discounts or free shipping. This encourages dissatisfied customers to reconsider and complete their purchase.

3.2 Showcase abandoned products

Show them their abandoned products again to make them reconsider abandoning the cart.

You can add appealing images, compelling descriptions to reignite interest, and discounts.

3.3 Create a sense of urgency

Infuse urgency into the email by incorporating time-sensitive offers or limited-time promotions. This compels customers to take immediate action to avoid missing out on a great deal.

You can also use persuasive language and compelling calls to action to maximize the result. Use action-oriented phrases such as “Don’t miss out” or “Limited time offer.”

It encourages customers to click through to the website.

3.4 Experiment with different subject lines

The subject line is the first thing recipients see in their inboxes. You can test them by developing multiple versions. Each version must have a single variable change, like different subject line lengths.

For instance, when promoting airline deals. You could test subject lines like “Discover the lowest prices to the best destinations” or “Unlock exclusive deals on airline tickets.”

By comparing the performance of these variations, you can learn what resonates best with your audience.

This testing process refines your messaging and optimizes your email campaigns to improve engagement and conversions.

More than just subject lines, you should also experiment with business names. Should you include your brand in the subject line? Should you use a nickname to set a trend?

Consider if any of these variations help to get you more conversions. 

4. Automate your email marketing

Email is a powerful tool for connecting with your customers and nurturing relationships. However, manually managing and sending emails can be time-consuming and inefficient. That’s where email marketing automation comes in handy.

You can streamline your email campaigns, improve customer engagement, and boost customer retention. Let’s explore the key benefits and strategies of email marketing automation:

4.1 Personalized & targeted communication

When customers feel understood and valued, they are more likely to engage and respond positively to your emails.

Using an email marketing automation tool, you can customize email workflows that target specific customer segments.

This means you can send marketing emails that speak directly to your customers’ interests and needs.

The beauty of using an email marketing automation tool is that it takes the guesswork out of personalization.

You can set up workflows that trigger the right emails to the right people at the most opportune time. This means less manual effort and more time to focus on other aspects of your business.

Keep in mind that this involves keeping a detailed database of customer information. Over time you’ll realize that one database platform caters to your needs better than your current one.

Don’t transfer data manually. Use automation – data connectors to streamline the process. One good tool is Airbyte.

But of course, your choice will depend on your preferences and requirements so consider Airbyte alternatives too. 

4.2 Automated responses & notifications

Establish prompt and consistent communication with your customers at every stage of their journey.

Automation comes to the rescue by enabling you to set up automatic responses and email notifications.

Also, automation lets you send follow-up emails after a purchase. These emails can help express your appreciation for their purchase and offer suggestions for complementary products or accessories.

By tailoring your recommendations based on their specific purchase history or preferences, you demonstrate a deep understanding of their needs.

It enhances the chances of repeat purchases as a result.

5. Add chatbots & live chat

Adding chatbots and live chat improves customer service processes.

It reduces the workload for agents and ensures customers get help promptly. Not to mention, it provides round-the-clock support.

This is particularly beneficial for international customers or those in different time zones. It assures timely support regardless of the time of day they reach out.

By leveraging eCommerce automation, businesses can become live chat experts fast.

Chatbots can be programmed in many ways. The popular option is handling frequently asked questions. It can provide instant responses based on predefined answers.

So, customers can quickly find answers to their queries without waiting for a customer service agent to respond. This results in a more efficient and satisfactory experience.

But while you can leverage this, potential customers might have questions that your FAQs didn’t cover so always give them the option to contact a human customer support like what this cat insurance website did.

This will prevent them from getting frustrated and bouncing off your site. 

automation strategies - chatbots

6. Boost automated upsells & cross-sells

Upselling and cross-selling increase revenue and maximize customer value. They both work by suggesting additional products or services to customers based on their previous purchases.

While they are similar, there are subtle differences between the two:

6.1 Upsell

The goal of upselling is to increase the average order value. You can get the result by suggesting premium options or add-ons that offer extra benefits and value.

Businesses can use automation technology to set up predefined rules or algorithms that trigger upsell recommendations. Use it at specific touchpoints during the customer journey to maximize results.

Let’s say a customer adds a particular product to their cart. The automation system will instantly analyze their browsing history and similar customer profiles.

As a result, it will suggest higher-priced or upgraded alternatives that align with the customer’s interests or needs.

6.2 Cross-Sell

Cross-selling, on the other hand, aims to introduce customers to additional items that complement or enhance their initial purchase. For example, a customer initially booked a home cleaning service.

The cleaning business can cross-sell by recommending additional services like carpet cleaning. It ensures a comprehensive cleaning of the entire home, giving the customer’s home a fresh and sparkling look.

The automation technology works the same with automated upsell. It can tailor recommendations to each customer, purchase history, and other relevant factors.

It displays the cross-sell offers on the website, in shopping carts, or through personalized emails.

These approaches let customers customize and tailor the services offered to them to cater to their specific needs.

It will increase customer satisfaction and loyalty as a result.

7. Utilize just-in-time logistics

eCommerce Automation: JIT Logistics

JIT logistics is a streamlined approach to inventory management and order fulfillment.

Its primary goal is to source and ship the products precisely when needed, minimizing storage costs and manual business processes.

Automation initiatives play a vital role in JIT logistics. It enables businesses to automate the following:

  • Order processing
  • Filling up the bill of lading
  • Generating a shipping label
  • Tracking inventory levels in real-time
  • Calculating shipping rates based on customer location
  • Optimizing manual processes (e.g. picking, packing, and labeling)
  • Analyzing historical data, customer trends, and market insights to predict future customer demand
  • Integrating with various business systems (e.g. order management and customer relationship management)

This speeds up order fulfillment, reduces errors, and increases operational efficiency. The most important is, meeting customer expectations timely and efficiently.

8. Expand retargeting Ads

eCommerce Automation: Retargeting Ads

Combining retargeting ads strategies with automation drives higher conversion rates. Using the right type of marketing automation tool, your marketing team can streamline the process of implementing retargeting campaigns.

Not to mention optimize their effectiveness.

Here’s how automation can elevate your retargeting ads:

8.1 Efficient ad campaign setup

Automate manual tasks like audience creation and ad placement to simplify the setup process.

You can also integrate with popular advertising platforms like Google Ads to reach your target audience effectively.

8.2 Timely Ad delivery

Schedule and deliver retargeting ads at optimal times. You can base it on customer behavior and sales trends.

8.3 Automated bid optimization

Utilize algorithms and machine learning to optimize your ad bids in real time. It can analyze customer data, conversion rates, and sales trends.

This is an important step in adjusting your bidding strategy to get the most value from your ad spend.

8.4 Streamline customer journey

Ensure customers receive relevant and timely ads at every touchpoint – from initial engagement to conversion.

It improves their overall experience and increases their chances of completing a purchase.

You can also incorporate a lead generation funnel into your retargeting efforts, tracking the customer journey along the way.

Together, it will help you capture and nurture potential customers interested in your products/services.

You can start your efforts on personalizing your landing page based on your customer segmentation.

Then, automate lead capture forms (forms or pop-ups) to ensure a seamless and efficient collection process.

9. Integrate with social media platforms

Social media is an incredible tool to connect with high-value customers.

You can efficiently use them to build brand awareness and increase sales. Businesses can also access customer reviews, making it easy for them to respond quickly.

That’s why it’s crucial to connect your eCommerce businesses with social media platforms.

You can leverage automation to optimize the integration process and unlock numerous benefits:

  • Schedule social media posts in advance
  • Expand audience reach and customer engagement
  • Monitor for mentions of your brand, products, or industry-related keywords
  • Simplify the process of identifying and collaborating with social media influencers
  • Set up targeted advertising campaigns based on customer segmentation and preferences

Building a solid social media presence is crucial for success. It helps businesses to generate excitement and anticipation around their product/service.

Of course, you have to track your efforts so you need to create an online presence report at least once in every quarter. 

10. Monitor & analyze your metrics

As an eCommerce business owner, you should monitor and analyze your metrics regularly.

It helps you understand which marketing strategy works effectively and which ones to improve, things manual testing can’t afford.

With the help of automation, you can easily track the following:

  • Traffic sources
  • Visitor behavior
  • Website performance
  • Customer interactions

Automation can also help set up conversion funnels that track the customer journey – from initial interaction to conversion.

It will generate a report and data visualization so that you can quickly analyze the data it captured and make informed decisions.

Of course, with a lot on your plate, checking the metrics and interpreting the data will take you away from higher-level tasks.

You can always get an executive assistant hired with a clear job description to handle this and all other routine tasks like business proposals, plans, and service quotes for you so you can focus on the decision-making matters of the business. 


Implementing proven eCommerce automation frameworks can make a significant impact on your business.

From streamlining the checkout process to automating email marketing campaigns, automation tools can help you work smarter and more efficiently.

It can be tempting to automate as many basic tasks and processes as possible. However, approach automation with care and thoughtfulness.

You can start by ensuring that your marketing automation strategies are aligned with your business goals and customer needs. It will help you personalize customer experiences and improve customer support.

You can also effectively leverage automation by identifying the areas of your business that can benefit most. This may involve conducting a thorough analysis of your current processes and workflows.

Once you determine which tasks or processes to automate, you can research and implement the appropriate tools and platforms for a successful automation strategy. 

Need more help with your automation journey or developing your eCommerce site to get the most return on investment?

Start a project with us and see how we can turn your site into a conversion machine. 

About the Author

Riyanshi Chaplot

Riyanshi is an enthusiastic content creator and SEO strategist at Salesmate who curates information on marketing, sales, and customer experience. She loves to explore new places and meet new people when she is not working.

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