Concierge holiday prep

As you ramp up for the 2023 holiday season, use this guide to fully leverage your Concierge agents and conversational AI.

Key dates

We recommend adding these checklist items to your plan for the holiday season. This will keep your Concierge agents informed of sales and events to upsell customers with.

Date range Checklist
Now through Thursday, November 9:
Wednesday, November 15 through start of holiday sale
Start of sale period through end of sale period
  • Keep Concierge informed of any changes to sale plans/scheduling on the Promotions tab.
  • Verify all sales for accuracy and updates before launch.
End of holiday period
  • Revert message copy back to normal.

Inform agents of promotional updates

Be sure to keep your Concierge agents up-to-date on all of your promotions, exclusions, and special offers throughout the holiday season on the Promotions tab. By equipping your agents with the most up-to-date information, we're better able to serve your subscribers, convert customers, and save you time while you focus on other strategic initiatives during the holiday season!

Plan a Concierge-focused campaign

When you're creating your campaign, we recommend optimizing it for Concierge as follows:

  • Maximize message engagement using an open-ended question. Prompting subscribers to reply increases engagement rates and opens the door for personalized experiences.
  • Incorporate your agent persona in your messages. Adding the {{agentName}} variable to your message allows you to personalize the experience and invite subscribers to engage with your agents.
  • Use prebuilt templates with optimized copy. Leveraging these for sitewide sales, product launches, and VIP customers ensures that your campaigns are optimized for Concierge.
  • Turn on Concierge for campaigns. If you haven’t done so already, please ensure your subscribers can respond to campaigns in your Concierge Settings.

Concierge Holiday Texts We Love

Need an idea? Check out these Texts We Love:


  • Hey, I’m Sarah, your personal shopping assistant! Can I help you fill up your wish list or find a gift for someone else?
  • Hey, Sarah here! I see you left something in your cart! Don’t get behind on your holiday shopping. Can I help you find the perfect gift?
  • Hope you’re having a great Black Friday! I saw you didn’t complete your checkout. Any questions I can answer before our best deals of the year expire?
  • Need last minute gift ideas? Text back for assistance from our secret shopper crew! - Jordan
  • Hey, Sarah here! Saw you checking out some great products. {{}} I’m here to help save the day with last-minute gift ideas. Text me back if you have any questions!
  • Happy holidays! We miss you! Come back and treat yourself or someone special with {{offer.code}} this holiday season.

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