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Boost Conversion Rate: A Reference Framework to Manage Digital Channels Cover

Boost Conversion Rate: A Reference Framework to Manage Digital Channels

By:  and    
Open Access
|May 2026

Figures & Tables

Table 1:

Key themes and elements for CRO from the literature

CROCONTENTArtificial Intelligence
Copywriting
Images
Language
Omnichannel strategy
Personalisation
Testimonials and reviews
Trust symbols
Video
Virtual or augmented reality
Visual aesthetics
Al Khaldy, 2024; Purnomo, 2023; Bag et al., 2022; Tang et al., 2022; Loh & Hamid, 2021; Zumstein & Kotowski, 2020; Rano & Sungkur, 2019; Saleem et al., 2019; Di Fatta et al., 2018; Niu et al., 2017; McDowell et al., 2016; Ludwig et al., 2013
CONTACT POINTSConsumer support
Influencer marketing
Forms
Online chat
Registration and accounts
Social network
Al Khaldy, 2024; Purnomo, 2023; Zumstein & Kotowski, 2020; Sharma et al., 2020; Rano & Sungkur, 2019; Niu et al., 2017
TESTINGA/B tests
Multivariate Tests
Purnomo, 2023; Rano & Sungkur, 2019; Saleem et al., 2019
UXDesign & Layout
Loading speed
Navigation experience
Optimisation for mobile devices
Dašić et al., 2023; Purnomo, 2023; Huang & Wang, 2022; Loh & Hamid, 2021; Rano & Sungkur, 2019; Saleem et al., 2019; Di Fatta et al., 2018; McDowell et al., 2016
DIGITAL MARKETING STRATEGIESEmail marketing campaigns
Greeting visitors
Loyalty or membership programs
Newsletter
Pay-per-click advertising
Re-targeting adverts
SEO
Purnomo, 2023; Zumstein & Kotowski, 2020; Saleem et al., 2019; Zhang et al., 2019; McDowell et al., 2016
RESEARCHCompetitor evaluation
Conversion funnel optimisation
Data analytics
Eye tracking
Heat mapping
User tests and surveys
Purnomo, 2023; Lee et al., 2021; Zumstein & Kotowski, 2020; Rano & Sungkur, 2019; Saleem et al., 2019
BUYING PROCESSCheckout process
Filter technology
Free shipping
Payment methods
Prices and special offers
Product diversification
Product pages
Product recommendation
Security and privacy Shipping information Shopping cart
Al Khaldy, 2024; Purnomo, 2023; Tang et al., 2021; Sharma et al., 2020; Zumstein & Kotowski, 2020; Rano & Sungkur, 2019; Saleem et al., 2019; Niu et al., 2017; McDowell et al., 2016
Table 2:

Themes

ThemesOccurrence in articlesNumber of tacticsNumber of categories
CountFrequency (%)CountCount
Content49981297
Contact Points4998988
Testing4488282
UX4386804
Digital Marketing Strategies4182747
Research3978745
Buying Process38761028
Total--58541
Table 3:

Second level of categories by theme

ThemesCategoriesOccurrence in articlesNumber of tactics
CountFrequency (%)Count
ContentSocial proof438630
Message goals428419
Message style326421
Multimedia306022
Text organisation/Visuals formatting255027
Distribution20405
Personalisation19385
Contact PointsCTAs387621
Forms336618
Customer Support306012
Accounts27545
Social Media and Influencer Marketing142812
Contact Information142811
Blog71413
Team5106
TestingElements438611
Strategy204017
UXNavigation377427
Mobile Responsiveness285615
Design & Layout265217
Loading Speed255020
Digital Marketing StrategiesMagnets & Pop ups214219
Email marketing204010
Advertising173412
Campaigns17346
Segmentation12246
Affiliate & Loyalty programs102011
CRM71411
ResearchMetrics316235
Market Studies & Methods265222
Conversion Funnel22447
Analytics12244
CRO8166
Buying ProcessPricing & Special offers255025
Checkout & Shopping Carts224423
Payment19387
Return Policies18364
Product173417
Search142815
Privacy & Security13265
Delivery12246
Total--585
Figure 1:

Reference framework for CRO: Themes and categories

Theme > Category > TacticOccurrence (%)
1. CONTENT
1.1 Social Proof
 Include testimonials, reviews or expert endorsements74
 Add trust seals46
 Include user-generated content28
 Strategically display testimonials on specific pages14
 Encourage satisfied customers to leave testimonials12
 Ask for recommendations from friends & family8
 Facilitate referral programmes8
 Give additional offers to ask reviews6
 Consider video testimonials4
 Update testimonials regularly4
 Present short quotes4
1-occurrence tactics (=19)
1.2 Message goals
 Emphasise the value proposition across the site54
 Incorporate scarcity and urgency46
 Focus on benefits rather than listing features28
 Show how the product solves a specific problem14
 Enable cross-selling and up-selling (“You may also like”)12
 Write a compelling about us page8
 Provide detailed descriptions6
 Proactively address objections such as high price6
 Address common concerns to show transparency4
 Break content down using “why”, “when”, “who” and “how”4
1-occurrence tactics (=9)
1.3 Message style
 Clear and concise messages texts34
 Compelling copy28
 Use persuasive copywriting techniques22
 Engaging storytelling16
 Avoid jargon and technical terms10
 Write valuable and functional content8
 Use descriptive and engaging language to evoke emotions6
 Follow the trends4
 Use action-oriented language4
 Spell-check4
 Sync headline and body content4
1-occurrence tactics (=10)
1.4 Multimedia
 Use professional photos and videos32
 Use video content24
 Incorporate multiple multimedia18
 Use infographics about products8
 Show products in everyday use6
 Include a 360-degree view, demonstration video, or 3D model6
 Show products from different angles4
 Optimise multimedia file sizes4
 Create interactive experiences4
1-occurrence tactics (=13)
1.5 Text organisation/Visuals formatting
 Use attention-grabbing headlines24
 Use colour wisely14
 Smart use of white space12
 Use bullet points/subheadings10
 Use compelling visuals6
 Use necessary and memorable subheadings4
 Make pages scannable and easy to read4
 Split content into relevant paragraphs4
 Use meta-descriptions4
 Make sure headline is short4
 Keep headlines to the point4
 Use action verbs in headlines4
 Use powerful words/buzzwords in headlines4
1-occurrence tactics (=14)
1.6 Distribution
 Align message and design across channels22
 Regularly update and improve content12
 Create different types of content across channels8
 Create relevant and valuable content across channels4
1-occurrence tactics (=1)
1.7 Personalisation
 Use user data to personalise content24
 Implement dynamic content to adapt to individual visitors14
 Match the content to the individual’s conversion stage6
1-occurrence tactics (=2)
2. CONTACT POINTS
2.1 CTAs
 Include clear, strong, compelling CTA using action verbs60
 Clearly communicate the value of taking the next step44
 Ensure CTAs are strategically displayed34
 Contrast/combine colours30
 Consider size & shape8
 Personalise CTAs4
 Keep CTAs animation to a minimum4
 The sooner a CTA can appear on a page, the better4
 Try out new hues/size/text/design4
1-occurrence tactics (=12)
2.2 Forms
 Simplify forms to collect essential information56
 Use autofill features to save time16
 Provide clear and concise error messages6
 First ask for email address6
 Use optimised forms (avoiding distractions)4
1-occurrence tactics (=13)
2.3 Customer Support
 Use live chat42
 Add FAQs22
 Use chatbot20
 Provide customer support10
1-occurrence tactics (=8)
2.4 Accounts
 Disable mandatory registration50
 Allow accounts4
1-occurrence tactics (=3)
2.5 Social Media and Influencer Marketing
 Be an active presence and interact10
 Use influencers8
 Use social media ads6
 Share engaging contents6
 Allow reviews on social networks and specialised review sites4
 Use social media to understand customers4
1-occurrence tactics (=6)
2.6 Contact Information
 Add contact information18
 Add social media links/icons10
 Add contact form8
 Add map or directions4
 Add CTAs4
1-occurrence tactics (=6)
2.7 Blog
 Write about products6
 Add a CTA to send insider knowledge4
1-occurrence tactics (=11)
2.8 Team
 Include team bios4
1-occurrence tactics (=5)
3. TESTING
3.1 Elements
 Different elements such as design, content, headlines, video, etc.72
 Different offers10
 CTAs placement8
 Ecommerce checkout process6
 Email marketing campaigns6
 Navigation4
1-occurrence tactics (=5)
3.2 Strategy
 Regularly conduct A/B testing32
 Learn from results8
 Set clear goals6
 Ensure enough website traffic to run tests4
 Only test one thing at a time4
 Collect data from tests4
1-occurrence tactics (=11)
4. USER EXPERIENCE
4.1 Navigation
 Make intuitive site navigation/structure60
 Remove distractions when possible28
 Divide products into categories and subcategories12
 Regularly check for broken links8
 Organise pages6
 Implement breadcrumbs4
 Use sidebar navigation4
 Reduce the number of clicks to take certain actions4
 Don’t use navigation bars4
 Stick a clear menu to the top of the page4
1-occurrence tactics (=17)
4.2 Mobile Responsiveness
 Optimise for mobile devices54
 Use mobile-friendly themes/visuals/texts14
 Optimise for the thumb zone14
 Check how easy it is to navigate on a phone10
 Make sure annoying pop-ups are hidden10
 Make changes to the mobile version8
 Ensure CTAs and forms are easily visible4
1-occurrence tactics (=8)
4.3 Design & Layout
 Streamline the design and layout22
 De-clutter/improve the web pages that poorly perform16
 Create a user-friendly & informative design12
 Make sure of appealing Visuals12
 Remove friction with seamless design8
 Clean and minimal design8
 Create powerful landing pages6
 Present Headings, CTAs, features and benefits, reviews and images6
 Use visual hierarchy to design pages4
1-occurrence tactics (=8)
4.4 Loading Speed
 Ensure website loads fast on all platforms (under 2 seconds)40
 Regularly test the speed14
 Use a light theme8
 Use CDN6
 Improve traffic quality6
 Minimise HTTP requests4
 Reduce the number of elements4
 Enable browser caching4
 Reduce redirects while building internal links4
1-occurrence tactics (=11)
5. DIGITAL MARKETING STRATEGIES
5.1 Magnets & Pop ups
 Use lead magnets/pop-ups24
 Use Exit Pop-Ups to Reduce Cart Abandonment Rate8
 Offer users a discount/incentive to finalise orders8
 Ensure pop-ups provide value and are not distracting6
 Incorporate an auto-close timer for pop-ups4
 Ensure the pop-up appear only once per user4
 Present a pop-up to over discounts for first-time customers4
 Set up exit-intent pop-ups4
1-occurrence tactics (=11)
5.2 Email marketing
 Send email to remind an abandoned cart30
 Send regular emails with personalised offers/recommendations14
 Capture emails through a pop-up (offer coupon codes)4
 Add an opt-in for audience email address4
 Set up email marketing campaigns to ask for testimonials4
1-occurrence tactics (=5)
5.3 Advertising
 Implement SEO strategies24
 Align the website/landing page experience to local search intent8
1-occurrence tactics (=10)
5.4 Campaigns
 Implement retargeting/remarketing Campaign20
 Use strong lead generation campaign8
 Implement a browse abandonment campaign6
 Build a strong abandonment strategy4
1-occurrence tactics (=2)
5.5 Segmentation
 Use buyer personas to understand customers10
 Segment audience based on their behavior, interests, demographics10
 Define the target market4
 Optimise segments with different language (Geographic Location)4
1-occurrence tactics (=2)
5.6 Affiliate&Loyalty programs
 Create a loyalty/affiliate programs8
 Consider exclusive access to community resources4
 Create customer milestone offers4
 Show gamification features4
1-occurrence tactics (=7)
5.7 CRM
 Generate quality leads8
1-occurrence tactics (=10)
6. RESEARCH
6.1 Metrics
 User behavior36
 Bounce rates28
 Traffic sources22
 Click-through rate16
 Conversion rate14
 Average session duration14
 Exit pages12
 Bottlenecks/drop-off points12
 User demographics and psychographics10
 Pages per session/average page depth8
 Webpage views8
 Device type8
 Website traffic6
 Exit rate6
 Website interaction per customer visit4
 Conversion per unique visitor4
 New visitor conversion rate4
 Return visitor conversion rate4
 Form analytics4
1-occurrence tactics (=16)
6.2 Market studies & methods
 Conduct research to identify pain points, preferences/motivations30
 Conduct qualitative research16
 Conduct competitor analysis to check what can be improved16
 Gather and monitor feedback to improve offering16
 Conduct a usability audit once a year8
 Ask visitors if the site is convenient4
 Understand keywords driving traffic4
1-occurrence tactics (=15)
6.3 Conversion Funnel
 Build a conversion funnel14
 Regularly track & analyse funnel analytics14
 Set goals12
 Remove unnecessary steps from the conversion funnel6
 Analyse the funnel6
1-occurrence tactics (=2)
6.4 Analytics
 Set and monitor metrics20
 Run regular analysis and optimisation4
1-occurrence tactics (=2)
6.5 CRO
 Use SMART goals for CRO10
 Develop hypotheses to test6
1-occurrence tactics (=4)
7. BUYING PROCESS
7.1 Pricing and special offers
 Offer monetary incentives16
 Set transparent pricing policies and inform all costs14
 Display up-to-date prices10
 Use Price Anchoring6
 Add an interactive product demo6
 Create limited-time promotions4
 Offer coupon codes4
 Try different Pricing4
 Ensure prices are competitive4
1-occurrence tactics (=16)
7.2 Checkout & Shopping Carts
 Ensure 1-Click Checkout or a single-page checkout38
 Clear and concise cart page10
 Remove checkout distractions8
 Display a progress indicator to inform users6
 Use/display convenient shopping carts and checkout4
1-occurrence tactics (=18)
7.3 Payment
 Provide a variety of payment options32
 Show payment options icons as a visual of trust6
 Allow customers to save payment information for future4
 Offer secure payment options 1-occurrence tactics (=3)4
7.4 Return Policies
 Specify the conditions for returning goods or guarantees26
 Provide a money-back guarantee8
 Offer free return shipping6
1-occurrence tactics (=1)
7.5 Product
 Optimise product pages and information8
 Provide detailed descriptions8
 Optimise the offer with relevant information6
 Do not give users too many options (Hick’s Law)6
 Provide product recommendations based on user preferences4
1-occurrence tactics (=12)
7.6 Search
 Implement a convenient/intuitive search function14
 Implement smart/semantic search8
 Display search function prominently on homepage6
 Add Easy Filter Options4
 Add filters to category pages4
 Autocorrect & auto-suggest4
 Display results based on behavior, purchase history, etc4
1-occurrence tactics (=8)
7.7 Privacy & Security
Include security policy, certifications and badges18
 Add Privacy Policy12
1-occurrence tactics (=3)
7.8 Delivery
 Offer free shipping14
 Clarify shipping information10
1-occurrence tactics (=4)
DOI: https://doi.org/10.2478/ejthr-2026-0010 | Journal eISSN: 2182-4924 | Journal ISSN: 2182-4916
Language: English
Page range: 119 - 134
Submitted on: Apr 25, 2025
Accepted on: Jul 25, 2025
Published on: May 18, 2026
Published by: Polytechnic Institute of Leiria
In partnership with: Paradigm Publishing Services
Publication frequency: 2 issues per year

© 2026 Ângela Lopes, Paulo Pereira, published by Polytechnic Institute of Leiria
This work is licensed under the Creative Commons Attribution 4.0 License.