The checklist to kick-start your ShopiMind journey

Marketing Automation: The Game Changer for Your E-Commerce Success

The e-commerce market no longer forgives mediocrity. Sending generic emails, or worse, doing nothing at all, is an expensive oversight—like leaving money on the table. Today, marketing automation is the engine of high performance. Over 60% of leading B2B companies actively use marketing automation by deploying automated workflows. It’s no longer just an option; it’s a must for merchants who are aiming for optimisation and growth.
However, technology is only a tool. The true power of marketing automation lies in the quality of your customer relationships. The secret to good customer relations is creating memorable moments and authentic engagement at every touchpoint. Translating this human truth into an ultra-effective automation strategy is how you move from follower to game changer.
This article is brought to you by the combined expertise of ShopiMind and Kiwik, your strategic and technical partner in designing, integrating, and optimising your marketing automation scenarios. It provides you with a three-step roadmap: starting with a client journey audit, moving on to the non-technical setup of your account, and concluding with the rollout of high-impact scenarios.

I. Strategic Audit: Scan Your Customer Journey for Effective Marketing Automation (Find The Friction Points)

The most successful e-commerce automation removes friction and capitalises on intent moments to smooth out the customer journey. Before creating any workflows, it’s essential to break down your customer journey, map all communication touchpoints, and identify where revenue is leaking.

Customer Intent Mapping

The customer journey is made up of distinct phases, each of which calls for its own automated approach.

1. Awareness: The consumer recognises a need and starts searching. Brand presence through relevant content (e-commerce SEO, social media) is step one.
2. Consideration: The lead looks for information and compares solutions, focusing on customer reviews, guides, and product sheets. The key is to provide the social proof and educational content needed to build trust.
3. Conversion / Purchase : This is the transactional stage—the moment of truth when trust and effort must be at their peak, as any friction here is costly (checkout UX, reassurance, delivery).
4. Retention : Immediate post-purchase follow-up and relationship nurturing. The goals are satisfaction and encouraging a repeat purchase.
5. Loyalty / Advocacy : Turn your satisfied customers into brand advocates—or 'fans,' according to the Keap framework. Reward loyalty and encourage referrals to fuel organic growth.

Existing Journey Audit: "Cold" vs. "Warm" Touchpoints

Analysing your customer journey means identifying interactions that truly deliver value and weeding out unnecessary steps that can be eliminated to streamline the experience.

[[Cold touchpoints]] are mass communications (generic newsletters, non-personalised notifications). While they maintain contact, they don’t build the authentic connection today’s customers expect.

[[Warm touchpoints]] are, by nature, where automation shines. These are triggered by specific customer behaviour: viewing a strategic page, adding to cart, or an anniversary date… These intent signals are vital for any marketing automation tool.

Prioritise the Urgent: Friction Points

As a professional e-merchant, your focus should be on immediate revenue leaks. This is where your biggest quick wins lie. Here are the top three friction points:

• Critical Friction #1: Cart Abandonment (Conversion)
  With an average of 70% of shopping carts abandoned, this is the biggest revenue leak. The reasons are well known, usually linked to process or pricing friction: hidden or high shipping fees, mandatory account creation, or a lack of trust in the checkout process.
• Critical Friction #2: Persistent Anonymity (Acquisition)
  Non-converting website traffic is wasted acquisition cost! Low lead capture rates are a major bottleneck for productivity.
• Critical Friction #3: Inactive Customers (Retention)
  Customers who have been inactive for 6–12 months pose a direct threat to your LTV (Lifetime Value). Neglecting this database is ignoring a cost-effective revenue source compared to pure acquisition.

💡 In practice:
For our e-commerce clients new to ShopiMind, we typically roll out these three 'fundamental' scenarios: Welcome Journey, Cart Recovery, and Product Recommendations.
On its own, the Welcome Journey achieves an average 65% open rate and a 26% conversion rate (from opened emails).
That’s an overall conversion rate of 17%[65% (TO) x 26% (TC sur emails ouverts)] With the welcome journey, on average, 17% of all emails sent convert to a sale from this one scenario. Plus, the same workflow helps increase the number of abandoned cart reminders (by lifting lead anonymity). After all, how can you send a cart reminder without the customer’s email?

Be Proactive: Prevention Beats a Cure

Cart abandonment is often your single largest direct cost. It’s the strategic punch that brings in sales fast—making any investment in Marketing Automation worthwhile.
But simply reacting after a cart is abandoned is only remedial action. ShopiMind’s on-site channels (Smart Content, Pop-in) empower you to prevent abandonment before it happens. For example, dynamically displaying a reassuring message about delivery if a shopper hesitates at the cart page—in real time, automation can prevent drop-off before it occurs.
Observe, analyse, and put yourself in your buyers’ shoes to anticipate every source of friction.

To help you visualise where the urgent actions lie, this table summarises your action priorities.
☑️Map your customer journey
☑️Map your touchpoints
☑️Audit the 3 critical friction points: cart abandonment, anonymity, inactive customers
☑️List cold communications to convert into warm scenarios

II. Setting Up ShopiMind: The Non-Technical Checklist

Before launching any automation, measure everything! That’s why it’s crucial to set clear, quantifiable goals (SMART) before rolling out campaigns.

• Sales Goals: Set a target percentage of your total sales to be generated by automated campaigns over a specific period.
• Acquisition Goals: Set a clear target for list growth (for example, growing your email list by 10% per quarter).
• Conversion Goals: Reduce cart abandonment by aiming for a precise recovery rate.

Data: Your Essential Fuel—Synchronisation & Quality

The dynamic power of ShopiMind, amplified byartificial intelligence, relies on complete and high-quality data. Make sure your data sync is thorough. A site partner’s expertise (like Kiwik) is critical to ensure your data foundation is robust and reliable.

Segment Like a Pro

Segmentation means turning genuine customer needs into targeted marketing. Automation must feel personal, not robotic. When the message is relevant, it will be welcomed!
Core Segments: For fast setup, build foundational segments: cold leads (subscribers who haven’t purchased), basket abandoners (your most urgent segment), new customers, and inactive customers.
Dynamic Segmentation Advantage: ShopiMind’s AI auto-generates highly precise segments based on queries or keywords. This means you speak to the right person, at the right time.

Multi-Channel Deployment: The Five Channels That Bridge the Gap

ShopiMind is a multichannel platform offering five channels for a truly omnichannel strategy. Activation should be strategic and suited to the urgency and context of your message.

1. Email: The central channel for retention, rich content, and longer sales cycles (newsletters, birthday journeys).
2. SMS: The go-to for urgent, direct contact. Perfect for high-value cart recovery or critical alerts—the fastest path to the customer’s mobile.
3. Pop-in: Essential for instant acquisition (GDPR-friendly lead capture) or exit-intent prevention pop-ups on key pages.
4. Push Notification: Targets anonymous visitors and helps re-engage your mobile audience without relying on their inbox.
5. On-Site Smart Content: The channel for real-time conversion—show personalised content, AI-powered recommendations, or trust messages right on your site, based on browsing behaviour.
   ☑️Set SMART goals
   ☑️Sync your data
   ☑️Segment your contacts

III. Hard-Hitting Quick Wins

The strategy is set, your tool is ready—now it’s time to roll out the most effective automation scenarios.

The "Welcome" Scenario: Create Instant Connection (Acquisition)

Your welcome flow is the first warm touch after signup or account creation—benefiting from exceptional open and engagement rates.

Abandoned Cart: Recover Lost Revenue (Conversion)

Cart abandonment is usually the most urgent problem in e-commerce. For pro merchants—especially in B2B, where carts are up to 7x higher in value than B2C—you need aggressive timing. Data shows the majority of recoveries happen within the first few hours.

AI-Driven Retention: Precision Cross-Selling

Post-purchase, the main goal is to increase customer lifetime value and trigger repeat orders. Cross-selling needs to move from generic to precision targeting, powered by ShopiMind’s artificial intelligence.

💡 Client Success Story:
With GROUPE NUM'AXES, one of our e-commerce clients, switching to a more granular segment activation strategy dramatically increased engagement without causing email fatigue. After optimisation, daily personalised email volume rose by 100%. At the same time, key metrics (open rates, click rates) climbed, resulting in a major uptick in sales and revenue directly from ShopiMind.
Quality and relevance mean your customers will accept more communication, turning automation into a true driver for performance and loyalty.

☑️Deploy your cart recovery scenario
☑️Launch your multichannel welcome scenario
☑️Activate AI-powered post-purchase cross-selling
☑️Use Perfect Timing AI to schedule your messages
☑️Contact Kiwik to turn this checklist into action—and let the magic happen!

IV. The Tone That Converts: Clarity & Impact

Even the technical excellence of ShopiMind isn’t enough on its own. The right message and tone are what truly create genuine human connection.

"Why" Before the "What": Put Your Customer First

To influence behaviour without pushback, talk about what matters to your customer. Every automated message should solve their friction points or add value—not just serve your commercial interests.
For cart recovery, rather than insisting on a purchase, your message should aim to help the customer complete their own goal. The tone must be polite and respectful—even in automation, great customer service is non-negotiable. The post-purchase email becomes constructive feedback, valuing your customer for their loyalty and history.

Make Your Message Memorable

In a sea of digital messages, only a few stand out or become memorable. Direct, punchy copy is your best friend for subject lines and CTAs.

ShopiMind’s AI Assistant: Your Stylistic Copilot

ShopiMind’s artificial intelligence is your secret weapon to get the right tone at scale. The AI doesn’t just recommend—it also creates.

• Content Optimisation: Generative AI can craft high-impact subject lines and rephrase headlines and text content for maximum impact, tuned to your brand’s unique voice.
• Perfect Timing: The best message in the world won’t work if it lands at the wrong time. ShopiMind’s perfect timing feature uses AI to send campaigns (email, SMS, push) at your audience’s preferred opening hour—so your message packs its punch exactly when the customer is most receptive, maximising relevance.

Conclusion: Take Action Now!

Marketing automation is a strategic and relational necessity. Efficiency comes from mastering your customer journey and tackling the critical points of friction.
Your ShopiMind strategy should begin with those quick wins. Integrating multiple channels, fuelled by AI, turns your site data into ultra-personalised conversations.

Download the checklist of key steps to kick-start your ShopiMind experience or take your current strategy to the next level ⬇️

The role of an expert partner, like Kiwik, is not only to ensure solid technical foundations but also to [[guide you from A to Z through your ShopiMind deployment]] : Together, we identify gaps in your customer journey, design the required workflows (including content and design), and optimise long-term performance.

👉 Book a session with our experts to maximise your ROI with ShopiMind.