Shipping Profiles

Shipping profiles can be used for various shipping activities. You can set up different shipping methods, apply a ship price to an entire order, upcharge shipping for specific reasons, and more.

This article will show how to set up a Shipping Profile within a campaign.

 

Create Shipping Profiles

Navigate to CRM → Campaigns and edit the campaign you’d like to add a shipping profile to. Scroll down to this section which gives you the ability to add shipping price rules for your customers. Click “Create Profile”.

Choose the following:

  • Profile Name- The title of your shipping profile

  • Ship RefCode- Reference code specific for your fulfillment provider

  • Ship Carrier- UPS, USPS, FedEx, Canada Post, Default, and Custom

    • Default will not send any special Ship Carrier fields to the fulfillment house

    • Custom allows you to send your own custom Ship Carrier and Ship Method to the fulfillment house

  • Ship Method- Example of this is First-Class Mail. Options will change based off Ship Carrier.

 

Click Create then click Edit to create the shipping rules.

 

On the left side you will see a few options:

  • Default Shipping- This profile will always be used by default unless another is specifically selected.

  • Highest Ship Price- For multi-product orders, only the item with the greatest shipping price will be billed.

  • Upcharge Pricing- Prices set in Profile Rules will be added to the current ship total of the product. If unchecked, price points will override the shipping price set on the campaign product level.

  • Entire Order- Shipping Price will be set for the order as a whole instead of on a product by product basis.

  • Free Shipping- Order shipping will be free if the base price of the order (not including shipping/taxes) is greater than the specified price point.

If you choose one of these option click on "Update" to save the setting.

On the right side of the page you will see Profile Pricing.

Here you will have the option to set shipping prices based off region and what product it applies to.

If you enable the “Entire Order” checkbox option then you can not choose a specific product rule.

If you already created a rule before attempting to enable the “Entire Order” option then this option will not save. If the option is not saving then you need to delete all existing rules before enabling the “Entire Order” option.

Entire Order is to only charge X amount for the entire order. Where All Products rules charge X amount for each shippable item that was purchased. Trying to set “Entire Order” option while a product rule is created is a conflict of logic and will not work.