Shipping Rules are the bread and butter of your eCommerce shipping experience.
In eCommerce, Shipping Rules tell your store when to show, hide, discount, or surcharge specific shipping options at checkout. They help retailers account for what’s in a customer’s cart, where an order is going, how it needs to ship, and what it costs to fulfill — without showing customers every possible shipping option.
Because every online purchasing scenario is different, smart retailers know the value of providing dynamic shipping rates and methods for each individual order. More specifically, rates and methods based on what’s in a customer’s cart, where a buyer is located, production lead times, carrier schedules, and other factors.
Tens of thousands of savvy retailers rely on ShipperHQ to power their shipping strategy and optimize their checkout for conversions. For many, they utilize Shipping Rules to achieve the shipping experience they’ve always wanted.
Shipping Rules are checkout logic that tells your eCommerce store when to show, hide, discount, or surcharge specific shipping options.
A rule might say: “If the cart contains frozen products, only show two-day or overnight shipping,” or “If the order is over $100 and shipping to the lower 48 states, offer free shipping.”
For retailers, Shipping Rules make it easier to control delivery promises, protect margins, avoid unsupported shipping scenarios, and create a cleaner checkout experience.
ShipperHQ’s Shipping Rules functionality lets merchants set surcharges, discounts, and promotions and show or hide shipping methods from carriers. This feature gives retailers granular control over what shipping rates and methods are shown to customers in their carts.
Shipping Rules can also help retailers manage shipping restrictions.
For example, a store may need to prevent air shipping for hazardous goods, hide methods for regions where certain products can’t be sold, or only show services that support PO boxes, perishables, oversized products, or residential freight delivery.
The goal isn’t just compliance. It’s showing the right option to the right customer at the right time.
These rules work best when they’re put in place to solve a specific goal or shipping requirement.
Here’s an example: A retailer wants to offer free shipping on purchases over $100. However, if part of that order contains perishables, they want to eliminate the free shipping offer due to the extra shipping cost.
With traditional shipping setups, setting up this scenario would be difficult and time-intensive. Shipping Rules make it easy, fast, and flexible.
Retailers can create as many Shipping Rules as they like. Most often, the rules work in conjunction with one another easily. Occasionally, when many rules are in place at the same time in ShipperHQ (think 50+), they may overlap and cause complications. In these cases, retailers need to identify a Rule Processing Order to tell the system in what order the rules should be applied.
Shipping Rules are based on conditional statements. A conditional statement is sometimes called an “if/then” statement – think “IF an order is over $100, THEN free shipping is offered.” In general, the “if” centers around a specific detail of the order, and the “then” centers around the shipping method and rate that’s shown.
There are virtually endless ways to leverage shipping rules. However, here are the main filters you can build rules from in ShipperHQ:
The options for customization with Shipping Rules are endless. Whatever a retailer sells, wherever they ship, however, they ship – rules can help make it all work smoothly. While the tool is totally customizable, some of the most common rules we see customers apply are these:
This rule eliminates shipping methods that require air transport and automatically ensures that the product instead travels via ground transport. Many retailers use this rule to set restrictions on groups of items that aren’t safe (or allowed) to fly. Common items that require these restrictions include hand sanitizer, batteries, and many types of chemicals. It’s a good idea to add a note on product pages or at checkout to alert customers about why their options are restricted.
If a retailer can’t legally ship somewhere or doesn’t want to ship items to specific places, they can create a rule to prevent customers from ordering in those locations. Often, retailers who sell restricted goods use this rule to remain compliant. For example, a wine subscription box company could hide shipping options for states like Utah and Arkansas, where alcohol shipping is prohibited.
If a customer enters a PO box as a shipping address, retailers may only want to allow USPS shipping, since other carriers charge a forwarding fee to deliver to PO boxes. Additionally, they might want to limit delivery to PO boxes if items are perishable or time-sensitive.
When oversized items are in the cart, many retailers opt to tack on a surcharge. While the shipping rate itself will account for the size and weight of the product, a surcharge can help offset the additional handling time or carrier-imposed oversized fees.
The most common type of shipping rule retailers use are promotions and surcharges. Retailers can use free shipping as an enticing promo to drive conversions, but most want to limit the scope of the offer. Retailers can set any cart minimum they like, and tailor rules to only include certain locations in the promotion.
Occasionally, retailers opt to charge for shipping using blanket rules that apply to every item in the cart. This works well for stores that specialize in one specific product or product type, or for products that always need to ship individually.
To get even more granular with your Shipping Rules, you can set rules against advanced conditions including Origin, Boxes, Delivery days, Address Type, Per Quantity added costs, or Valid From/To Dates.
Here’s how ShipperHQ customer Intelligentsia Coffee transformed their checkout using Shipping Rules.
Intelligentsia Coffee is a brand that focuses on quality above all. A fair trade retailer, the company takes it a step further by sending brand representatives to 18 countries to personally meet its growers. Thanks to such stringent quality standards, the coffee became a cult favorite, spurring demand from across the globe.
When it came to selling its popular beans online, though, the company immediately faced challenges with box weights and sizes.
“Our initial software didn’t understand that shipping one box that weighs 30 pounds is a whole different story than shipping six boxes that weigh five pounds,” said Matt Riddle, Director of Systems and Strategy.
The system was so flawed that the company had a full-time employee whose entire job was to manually guess weights on shipments, cartonize them, and create labels. They also struggled with not being able to create shipping promotions, something they were eager to offer.
After integrating with ShipperHQ, the company was able to charge customers accurate shipping rates, taking into account shipment sizes and packaging details. By starting with accurate rates, they were also able to implement Shipping Rules that provided a much-improved customer experience – including the ability to offer free shipping promotions.
“With ShipperHQ we finally have a push-button shipping solution,” said Riddle.
Read the full case study here.
Shipping Rules are unique in the way they solve difficult problems for retailers. Our team frequently hears from merchants who tell us “We haven’t been able to do anything about this one specific issue, what can we do?”
Most often, they can solve their issue by enabling a Shipping Rule in ShipperHQ.
Shipping Rules allow retailers to pinpoint – and solve – very specific scenarios that would otherwise be difficult to work around. They give control to retailers, allowing them to discount or surcharge rates based on a sizable variety of factors. This control also helps retailers simplify the process of dynamic rating – the intelligent shipping logic behind the tool means shipping methods that aren’t applicable never show up, providing customers a more streamlined, accurate buying experience.
In a nutshell, Shipping Rules are powerful because they solve problems, saving retailers time and money.