Key Takeaways

• Shipping Fees may be calculated by the total Cost or Weight of the Items in the Cart; this is set on the Shipping Profile.
• Shipping Profile(s) are applied to a Campaign.
• Additional hard-coded Shipping Fees may also be setup on specific Offers, or Billing Schedules—commonly used for subscriptions.

Shipping Considerations

To configure a shipping rule, you need to consider various factors such as shipping destination, package weight, shipping service level, product types, customer preferences, and any special requirements.

Determine the conditions under which the shipping rule should be applied and the actions that should occur when conditions are met. These conditions can include factors such as:

• Customer Location
• Order Value
• Shipment Weight
• Shipping Method Availability
• Discounted Shipping
• Triggers and Notification

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Shipping Options

Within Vrio there are two ways to setup shipping logic to determine when and how much to charge a customer for Shipping.

• Shipping Profiles
• Offer Specific Shipping

Some options to consider in the shipping logic:

*Can use a combination of Cart Total and Weight

Shipping Profiles

Profiles allow you to set up customized guidelines for determining shipping methods, costs, and other related parameters based on specific criteria. This allows you to build tiers to charge the overall cart a set fee.

Shipping Profiles are set on the Campaign. A Campaign may have multiple Shipping Profiles, allowing the customer to choose their preferred option.

Specific Offer Shipping Fees

This is used frequently if on top of a Shipping Profile, you also have a fee for a Subscription Box. This fee will apply every scheduled renewal.

• A common use case for this is if you have a mixed cart - Subscription + One Time Sales. The Shipping Profile will be used to determine the One Time Sale Shipping Cost, where the Subscription Shipping is a flat fee that is set on that Offer.

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Shipping Profiles

Shipping Profiles are setup within the Campaign in order to determine the price to include for Shipping fees. Multiple Profiles may be used in the same Campaign to offer Customers option.

A good example of this would be: Standard Delivery, Expedited Delivery and Overnight Delivery. These would each be a Shipping Profile. The Code section is be used to differentiate to your warehouse which shipping class to use.

Adding a Shipping Profile

Navigate to Settings

1. Under Shipment Workflows, Select Shipping Profiles

   

2. Click Add Shipping Profile

3. Name the Profile

4. Add Code, if applicable, this is a variable used by Fulfillment providers for additional detail on what shipping class to use.

5. Select the Shipping Carrier

6. Set the Countries available. If there are no country restrictions, there is a select all option.

   1. Note - Shipping Countries are set and only when those countries are present for the order will that profile be an option.

Once the Shipping Profile has been created, you may now go in and configure the pricing options.

Setting the Conditions

Shipping Profiles offer the flexibility to provide varied shipping choices depending on specific criteria.

This includes factors such as countries, expedited versus standard, eligibility for free shipping after reaching a certain spending threshold, and more.

Shipping Profiles can be setup based on:

• Cart Dollar Amount: This will set the Shipping Price based on the total dollar value of the cart. If additional Items are added, the Shipping Price will adjust as tiers are hit.
• Cart Weight Total: This will set the Shipping Price based on the total weight of the cart. If additional Items are added, the Shipping Price will adjust as tiers are hit. Note - The weight is determined based on the Item Weight field, which is set in ounces.
• or a combination

This is what may be used to the range and shipping price. Within a Shipping Profile, these can also be set to Tiers so as the Cart Value goes up, shipping goes down.

Shipping Configuration

1. Navigate to the Configuration tab
2. Hit Add Configuration
3. Select the Configuration Type

4. Minimum - this is used to set the bottom end of the tier.

   1. Example: If you have $7 flat shipping and Free Shipping if you spend $50 the setup would be as follows: Configuration Type is Price, the Minimum of the first Tier would be 0 and price = 7. The minimum of the second tier would be 50 and price = 0.
   
5. Add as many Tiers as needed
6. Hit Submit

Note

Price takes precedence over weight.

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Specific Offer Shipping Fee

Setting a fee on a specific Offer will always apply that Shipping Fee whenever that Offer is used in a purchase. If Recurring, this Shipping Fee will continue to apply on all renewals.

Offer Level Shipping

1. Select the Offer
2. Navigate to the Configuration Tab

3. Within the Fulfillment Section, add Shipping Price

   1. If you have an Offer with Multiple Cycles, you will add the Shipping Price to each individual Cycle.
   
4. Hit Save

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Shipping Discounts

Discount Codes can be created and applied to shipping. When Shipping Only is checked within the Discount Code, the discount code will only be applied to shipping.

• Cart Level Shipping Discount - This will apply discounted shipping to the selected Shipping Profile within the cart.
• Offer Level Shipping Discount - This will apply discounted shipping to the selected offers that have a Shipping Price configured within the offer. Offer Shipping Price is configured on the Offer and is associated with Offer Level Discount Code

If a checkout has Shipping costs from a Shipping Profile AND Offer Level Shipping, the Shipping Discount Code will apply to the Application Type (Offer or Cart). Shipping discount will be applied to EITHER the Shipping Profile OR the Offer Shipping.

Learn more about Discount Codes here.

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Test and Refine

Before deploying the shipping rules in a live environment, it is important to test them thoroughly. Validate their behavior and make any necessary adjustments to ensure they accurately reflect your shipping requirements and provide the desired outcomes. This includes confirmation with your warehouse that shipment information is mapped appropriately on their end.