Skip to main content

Personalize the Customer Hub experience

Course overview
Lesson
8 min read

Audit your Customer Hub experience

Before we discuss how to improve your Customer Hub experience, first pause and audit your foundation. In this lesson, you'll learn how to conduct a full audit and track hub features to real business goals.

Why Customer Hub?

Customer Hub enhances the shopping experience by allowing website visitors to complete personalized actions tailored to their needs, such as saving favorites, accessing unique coupons, receiving product recommendations, and more!

A more advanced Customer Hub can act as:

  • Your customer relationship HQ: Include loyalty, subscriptions, orders, favorites, coupons, returns, recommendations, and support all in one place.
  • A personalized shopping experience: Share tailored recommendations based on past purchases and browsing history and create segment-based content blocks to target groups like VIPs, first-time shoppers, or at-risk customers.
  • Immediate 24/7 support: Answer common questions, provide self-service options for order tracking, repurchasing, returns, etc., and house your live Customer Agent for 24/7 AI assistance.

Audit your Customer Hub experience

Before you make improvements to your Customer Hub, you must pause and determine what is currently working and what’s not. Check out the video below to learn how to audit your existing Customer Hub experience, so that any changes you make drive impact.

Track Customer Hub features to real business goals

Looking for inspiration for what a successful hub experience may entail? Review the following features and how they can move the needle for your business across primary and secondary goals, as well as support the customer journey.

Feature

Primary business goal

Secondary business goal

Value statement

Result for the shopper

Recommendations

Increase average order value

Drive repeat purchase

Surfaces personalized product suggestions based on purchase history, increasing cross-sell revenue

Discover relevant products

Favorites

Increase engagement and return visits

Reduce purchase friction

Lets shoppers bookmark products they love, creating re-engagement opportunities and reducing decision fatigue

Save items for later

Coupons

Drive conversions

Reward loyalty

Centralizes promotional offers in one place, reducing churn and incentivizing purchase

Access discounts easily

FAQs

Reduce support ticket volume

Improve shopper confidence

Deflects repetitive support inquiries with self-serve answers, freeing team bandwidth

Get quick answers

Reviews

Build social proof

Improve product discovery

Captures user-generated content that drives trust and informs future purchase decisions

Share and read feedback

Loyalty

Increase customer lifetime value

Reward repeat purchases

Integrates loyalty data into the post-purchase experience, motivating ongoing engagement

Track and redeem points

Subscriptions

Drive recurring revenue

Reduce churn

Gives shoppers full control over their subscriptions, reducing cancellations

Manage recurring orders

Order tracking

Reduce support burden

Build post-purchase trust

Proactively surfaces order status, reducing support volume and post-purchase anxiety

Know delivery status

Returns

Reduce support burden

Improve shopper satisfaction

Self-serve returns reduce ticket volume and improve post-purchase confidence

Easily initiate returns

What's next?

Now that you have spotted the gaps, let's cover how you can iterate and personalize your Hub for different shopper needs.

Audit your Customer Hub experience