White Papers

White Paper: DRIVE SALES WITH FACETED SEARCH

How you can benefit from Solr Integration

For most ecommerce retailers out there, having a fast, intelligent search solution is incredibly important. Most studies report that at least half of site revenue may be generated from visitors using search functionality. 

That is why major websites and online retailers are moving away from traditional category trees and searches towards a solution that combines the refining capabilities of category browsing with the pin point specificity of search fields. This new onsite search solution is known as faceted search, or guided navigation. With this new technology, you can achieve more than just improved product discovery but also help to build client relations and achieve revenue growth. 

In this whitepaper we'll talk about how you can benefit from having Solr guided navigation & search integrated in your platform and review real life examples to illustrate just how useful this extension is for the business. 

Ergobaby is a baby products website with a primary audience of young mothers. Their clientele tends to be not only young but also tech savvy, with an appreciation for style and modern aesthetics. It was very important to Ergobaby to create a site for their users that would showcase their products effectively, while taking advantage of the latest technologies to appeal to current trends. This technology also allowed Ergobaby to take advantage of superior marketing opportunities that Solr provides. 

 

Instant Sale with auto suggest


An intelligent search is an excellent way to help customers find the products that they are looking for, but it can also be used to make suggestions directly to the customer, right from the search field. In the below screen shot you can see this at work in Solr's auto suggest feature. When the customer begins typing in a word or phrase, the search field automatically begins populating search suggestions of like phrases below, aiding the customer in locating exactly what they are looking for even more expediently. However, it doesn't stop there. In additional to search word suggestions, the auto suggest feature also pulls up details and imagery of specific products that match the search parameters. All of this happens before a customer select a thing, or hits an enter key. 

This type of dynamic response can help customers find what they are looking for more quickly, and also helps to enforce a general ease of use, and understanding with customers. If you can show a customer the exact baby blue swaddler they are looking for directly in your search field, that can result in an instant sale and an instantly happy customer who feels that you understand their needs and desires. This sense of general happiness and understanding in turn is what often results in not only satisfied customers, but also repeat customers. 

http://www.upshotcommerce.com/mas_assets/theme/upshot_responsive/images/resources/ergo-swaddler.png 

 

Sell Being Agile with spell checking and "did you mean?"


http://www.upshotcommerce.com/mas_assets/theme/upshot_responsive/images/resources/ergo-spell-checker.png

Anyone who has worked with primitive search features over the years knows the difficulty and frustration of spelling inaccuracies. Slight misspellings, missing letters and even noun plurality can trip up searches, and result in customers being unable to find what they are looking for. Furthermore, as technology has advanced, it has become even easier to generate empty searches. Mobile devices, tablets and other touch screen devices may make it easier than ever to browse the internet from just about anywhere, but they also make typing remarkably more error prone. 

This is why using a search with spell check and search suggestions is so important. In order to guide the customer most effectively, these suggestions should be made dynamically as they type. In the below example, you will see the user misspelling the word "swaddler." The search suggestions below have generated a short list that includes not only the correct spelling of the word, but also an additional word that is similar. This allows the user to select one of these two words instead, thereby correcting their mistake before they have even completed their search. 

http://www.upshotcommerce.com/mas_assets/theme/upshot_responsive/images/resources/ergo-did-you-mean.png

However, misspellings are not the only issue that may occur with search results. Often, a customer may type in a synonym for a word that is not used on the site, or they may type in a search term that simply generates no results, because it does not match any products on the site. In these cases, it is important to give the customer some direction as to where they might want to go next, in order to encourage them to continue searching, or view the site in a different way. Solr offers the built in "did you mean" functionality to assist in this. "Did you mean" is basically a suggestion field that appears after a user has typed in a search query and achieved no results. The field can show alternate spellings of words, related words, or even simply a few commonly searched terms, to give the user some ideas. These prompts encourage the user to continue searching and try other terms, rather than simply giving up and leaving the site, which can help to reduce bounce rates. 

Importantly, all of these features, though they can benefit from knowledgeable input from the merchant, are intelligently designed. This means that the search can often dynamically determine like or similar words to any search term entered without requiring the merchant to come up with every different possible permutation of the word " baby stroller."



 

Sell Being Social integrating your blog/cms


There is more to Solr than just executing lightning fast searches. You can easily extend search to other content, such as news articles, store information, or as in the case of Ergobaby, the company blog. 

http://www.upshotcommerce.com/mas_assets/theme/upshot_responsive/images/resources/ergo-blog-search.png 

With blog articles shown as search results, Ergobaby is providing value-added content to users, showing that they are not just selling products, but also understand and care about their customers. Their blog contains information relevant not only to the use of their products, but also the lifestyle that surrounds those products, from personal stories to doctor recommendations. Allowing their blog to be searchable extends the usability of this information to their customers, enforcing the idea that their company is more than just a business, they are a valuable resource to their customers. 

Importantly, as you can see above, non-product search results are also separated from product search results, to ensure that this content is not aggregated to the point of being irrelevant. This means that customers have full searchable access to all the varying types of content on the site, organized within search results in such a way that it is easy to hone in on the precise desired result. 

 

Sell Empowering Your Customers with faceted navigation


Faceted searching allows the consumer to refine searches dynamically with layered navigation, narrowing down a search by parameters such as color, size or specific keywords. It is intended to be more dynamic, more interactive and more in tune with the ways that people think and navigate websites. To showcase this feature, lets look at another website, The National Gallery of Art

National Gallery of Art (www.shop.nga.gov) is a large and complex institution and so is their shop's inventory. Products vary widely, from children's toys to reproductions of famous works of art. Their clientele is highly discerning and interested in sometimes very specific information, such as the style or period of a work, or the material composition of a necklace. In order to make it easier for their customers to shop and find this information, the National Gallery employed an advanced form of faceted searching. 

http://www.upshotcommerce.com/mas_assets/theme/upshot_responsive/images/resources/nga-facets.png 

This allows users to filter categories and search results by pre-defined criteria that the Gallery decides are relevant. These filters can even vary per category, or by the type of data searched. In the case of the Gallery, for example, books can be filtered by format (hardcover or softcover) while jewelry can be filtered by materials used (gold, silver, glass, etc.). This selective filtering results in more relevant search options that more effectively assist the customer in finding the items they are looking for. 

Filters can be generated by specific product data points entered by the user, as is the case for the filters described above, or they can be dynamically generated by statistical calculations. Using specific algorithms, Solr can be used to create filters for such things as best selling items, new arrivals, or most reviewed, collected from data generated by your site and your site's visitors. 

However filters happen to be generated, the essential point is that users can continuously refine search results using any combination of the criterias, while moving from browse mode to search mode and back to browse seamlessly. This type of fluidity and control helps to keep the buying process continuous, guiding the user easily towards their desired results and a subsequent purchase. 

 

Sell The Future with extensible plug in architecture


For both Ergobaby and The National Gallery of Art, one of the central aspects that was appealing about Solr was the way in which it was able to adapt to their needs and solve issues specific to their client base. While Solr is powerful and full of useful features, neither company uses it in the exact same way. This is itself a benefit; Solr technology is not a rigidly defined software package that your site must conform to in order to see any benefit; it is a technology that can be adapted and used as a whole or in parts to achieve goals. 

Furthermore, as time goes on, more aspects of the technology can be employed as a website develops, or as the needs of clients change. If a client is primarily interested in employing faceted search, but not auto suggest functionality, that is fine. As a site progresses, additional functionality is easily employed and incorporated into existing framework. 

Many factors can explain why Solr is being adapted by so many ecommerce retailers: lightning fast search, intelligent auto suggest, customizable data searching, and superior modern filtering options. However, we hope that this paper has helped to illustrate not only the features of Solr, but also how they can be realistically applied to real businesses, with real clients and real world concerns. Ultimately, it is how a product is used that is the proof of its usefulness, and the potential applied uses for this are only increasing. 

White Paper: ECOMMERCE SUCCESS FACTORS FOR YOUR WEBSITE

How to sell more and make the most of your platform

Selling online comes with its own set of challenges. Unlike selling products offline in the physical realm, the customer cannot actually see or touch the product they will eventually buy. The sales environment is less personal and immediate; the retailer cannot approach the customer directly to influence their decision or make the sale unless the customer seeks out the retailer specifically with questions or comments. This is why the key to any successful online business is using all of the technology and virtual resources on hand to your advantage. 

For the purpose of this study we'll use the classic AIDA* model that identifies the cognitive stages a user goes through during the buying process. This process acts as a funnel where potential customers decrease at each stage until they reach the action of buying. In this study we will outline best practices to make the most of your ecommerce site. 

Attention/Awareness - attract the attention of the customer


Interest - raise customer interest


Desire - convince customers that they want and desire the product or service and that it will satisfy their needs


Action - lead customers towards taking action and/or purchasing



 

Attention


Attention, or how to BRING USERS TO THE SITE. Most traffic to websites is search engine driven. This will require some SEO efforts, meaning businesses have to use the built-in SEO tools available in their ecommerce platform to optimize their searchability. Most platforms have these tools, so not going that extra mile to make use of them is simply a wasted opportunity to increase site traffic. Every opportunity to be noticed among the competition and bring traffic to the site has to be used. 

Assuming users have noticed you in the SERPs (Search Engine Result Pages) and decide to click on your link, next key thing is supporting as many devices and screen resolutions as possible. As this does not depend directly on your efforts, make sure your platform is agile towards new technologies. This means you can respond to the always-on customers and give them the opportunity to buy wherever they are. 

 

Interest


Once you have the visitors on the site you have to keep them there as long as possible. Keeping visitors interest is done by IMPROVING PRODUCT DISCOVERY, using clear, well-structured menus. Here you can be flexible and display products either in order of revenue generation, popularity or the way you think will be suitable for your target audience. 

As buying is an act very much influenced by emotions users want to identify with what they buy, to feel good, beautiful, powerful, appreciated... To emotionally engage them, create additional categories for types of shopping by lifestyle, trend, etc. focusing on what problems products solve and how they relate to the consumer. Again, keep in mind what your target audience is. 

The best solution for businesses with very 'deep' inventory categorization is the so called 'mega menu' where even low-level categories are exposed. That way visitors can find what they are looking for at once, reducing unnecessary clicks which will save them a lot of time and help to increase conversions. 

Another handy tool to make it easier for the users to find what they are looking for is faceted navigation. With the help of faceted navigation, one can quickly refine large product categories or search results by price range or any relevant attribute. Having this on your site shows you care about the visitors and want to facilitate them in finding the right product for them. 

Faceted Navigation
Sometimes called faceted search or browsing, this term refers to a technique of accessing site information according to a classification system of multiple filters. This allows users to segment their search results by specific information elements such as author, format, color or size.



Search field is a must have for every online store. Most visitors head straight to it when they land on the site. For optimal experience search should come equipped with auto suggestions, sorting of the results and keyword highlighting. Even if there are no relevant results, businesses should not miss the opportunity to engage the customer. Providing similar to the searched information from the company's blog, search tips, or some other relevant data (value added content) helps to keep the customer active on the site and engaged in the process. 

Category page structure is another factor that can affect a customer's engagement. There is no universal method for organizing a site; retailers need to tailor their category structure to the products that they sell. If you want to show more products in one page, a grid format should be used, which puts the focus on product images. In cases when a brief description or more information is needed, list format will be more suitable. Some retailers may even find it necessary to display both options for the visitor to switch between. 

Enabling users to sort products by price, popularity or other attributes makes it possible for them to quickly find what they want within a category. Allowing the customer to choose the number of products displayed on a page is a useful feature for people who do not want to browse lots of pages. 

In addition to basic merchandising in categories, some highlights for "New Arrival", "on Sale" etc. can be used to draw the attention of the visitor, making it easy to identify what she's looking for. Other labels on products that come in handy are "bestseller" or "most popular" which are created to tap into the communal knowledge of customers to determine what is most interesting or most worthy of purchase. Having this knowledge will make many customers more confident of their own purchases, armed with the knowledge that an item has a track record of proven value. To achieve the same effect as the latter you can show also show product ratings

A lot can be done with merchandising and the purpose here is not only to keep visitor interested but to also turn that interest into a desire to learn more about a product and ultimately to buy it. 

 

Desire


Smartly executed merchandising plays its role and makes the visitor click on a product link that leads to the product display page. This is the place where businesses selling online have to be really persuasive and PROVIDE ALL THE INFORMATION shoppers need to make a buying decision. For that to happen sellers have to trust in the effectiveness and quality of the products they sell, even better if they are inspired about it. This can be shown with the Product Detail Page. 

http://www.upshotcommerce.com/mas_assets/theme/upshot_responsive/images/resources/pdp-swatches.png 

Original photography is very important in reassuring users of the product's quality. Zooms, alternative views and even better - videos help to entice the visitor to buy. Color swatches, sizes, size guides - everything that will give more information about a product and how to choose the right options is useful to show the users that you want not to just sell them your products but actually care about their needs. 

Educating the shoppers positions the company as an expert in the market you are selling and builds a trustworthy relationship. It also means that the company is confident in the products they sell, and shares its knowledge with the audience, teaching it how to recognize a quality product while browsing the internet. 

As stated before users like to be reassured of their choice and because of that they always feel more confident when there are ratings and reviews of the product. If this is not enough, the company can further emphasize the quality of its products by including Facebook comments functionality in the site. This is a social proof of quality that is sometimes perceived as more trustworthy by the visitors than onsite reviews. 

You have to make sure it is as easy as possible for the customer to purchase the item, when the time comes. Highly visible and clear product options, quantity fields, CTA (Call to Action) buttons are absolutely mandatory, the user has to be able to identify them at once when she comes to the page. Shopping should be easy and convenient, not a mental exercise. If you make the process difficult for the customer, you may lose the sale. 

In some cases the product turns out to be out of stock or not available yet. You have to be prepared for this with options for back order or pre-order of the product. That way you don't miss the sale you just postpone it a bit. 

Even if the visitor does not buy the product, you have to be prepared with other options to engage her. Offer the option to add the product to a wishlist, a registry, or share it in social networks. These are all steps that bring you closer to completing a sale. 

On this same note you should also have upsells, cross sells, and anything else that can prevent the user from losing focus and exiting your site. Having the initial interest of the visitor and the desire to learn more you should not miss her. You can offer complementary products, bundles, you can even sell whole collections (if this is suitable for your product). Anything to keep her interested and lead her towards the desired action. 

Action


To take action - to buy the product the visitor has to be absolutely confident in her choice, in the site security etc. Businesses have to REDUCE CLIENT'S ANXIETY about making the right decision. This means they have to provide all the information necessary to execute a buying decision. Shipping promotions, product guarantees, return policies, security certifications, all the ways to contact customer service including a toll-free number if the store has one--- all of these things are important. 

Selling does not end with adding a product to a shopping cart. There are lots of factors to take into account before the order is actually placed. Thecheckout process has to be optimized so that the number of abandoned carts is minimal. Businesses have to give all the information about shipping and taxes instantly, as soon as possible during the checkout process. That way customers are always aware of the full cost of their purchase. Some customers (especially repeat ones) may prefer to fast track to placing an order. An express checkout page should be available for them. Others may not want to register on the site so there should be an option to checkout as a guest on the site. 

There are some businesses that offer products that must be bought on a regular basis. For them having auto-ships & recurring billing is essential. They save a lot of time to the customer and ensure their future orders. It is a win-win feature for both customer and retailer. 

In case the cart is abandoned by the user for some reason, there should still be a method in place for engaging the customer in an unobtrusive and helpful way. Sending out automatic abandoned cart reminder emails is a great way to do this. These emails simply remind the customer that they have items waiting in their shopping cart, and can even include a monetary incentive, such as a coupon, if the customer should choose to return and complete their purchase. 

After the order is complete, you should do whatever it takes to keep the connection with the customer. This is the so called 'retention' stage, that many marketers talk about and include after the action in the AIDA model. As customers who already bought from you are easier and less costly to persuade to buy again compared to new customers, you should take special care of them. With so many social networks and other opportunities to connect, this should not be difficult. You can send follow up emails, and incentivise product reviews. You can create loyalty programs offering reward points for future purchases. You can even compile user details such as birthdays to send out personal greeting cards and special offers for birthdays and/or holidays. 
 

Past and Future


While marketing and selling in the online environment is a relatively new concept in terms of history, the AIDA model, which is well over a 100 years old, clearly still bears relevance to this emerging market. In our constant focus on new methods and new technologies to gain and retain customers, it is important to remember all the essential ways in which our businesses remain the same. By framing ecommerce success factors in terms of the classic AIDA model, we hope to have highlighted this key concept for the reader in a manner that is both deferential to the past, and looking towards the future. 
http://www.upshotcommerce.com/mas_assets/theme/upshot_responsive/images/resources/nga-facets.png 

This allows users to filter categories and search results by pre-defined criteria that the Gallery decides are relevant. These filters can even vary per category, or by the type of data searched. In the case of the Gallery, for example, books can be filtered by format (hardcover or softcover) while jewelry can be filtered by materials used (gold, silver, glass, etc.). This selective filtering results in more relevant search options that more effectively assist the customer in finding the items they are looking for. 

Filters can be generated by specific product data points entered by the user, as is the case for the filters described above, or they can be dynamically generated by statistical calculations. Using specific algorithms, Solr can be used to create filters for such things as best selling items, new arrivals, or most reviewed, collected from data generated by your site and your site's visitors. 

However filters happen to be generated, the essential point is that users can continuously refine search results using any combination of the criterias, while moving from browse mode to search mode and back to browse seamlessly. This type of fluidity and control helps to keep the buying process continuous, guiding the user easily towards their desired results and a subsequent purchase. 

 

Sell The Future with extensible plug in architecture


For both Ergobaby and The National Gallery of Art, one of the central aspects that was appealing about Solr was the way in which it was able to adapt to their needs and solve issues specific to their client base. While Solr is powerful and full of useful features, neither company uses it in the exact same way. This is itself a benefit; Solr technology is not a rigidly defined software package that your site must conform to in order to see any benefit; it is a technology that can be adapted and used as a whole or in parts to achieve goals. 

Furthermore, as time goes on, more aspects of the technology can be employed as a website develops, or as the needs of clients change. If a client is primarily interested in employing faceted search, but not auto suggest functionality, that is fine. As a site progresses, additional functionality is easily employed and incorporated into existing framework. 

Many factors can explain why Solr is being adapted by so many ecommerce retailers: lightning fast search, intelligent auto suggest, customizable data searching, and superior modern filtering options. However, we hope that this paper has helped to illustrate not only the features of Solr, but also how they can be realistically applied to real businesses, with real clients and real world concerns. Ultimately, it is how a product is used that is the proof of its usefulness, and the potential applied uses for this are only increasing. 

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