Discount shipping methods

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Rule overview

This rule allows you to discount specific shipping rates at the checkout based on defined conditions. You can apply percentage, fixed amount off, subtotal percentage, set fixed price, or set all shipping free, etc. using criteria like shipping address, customer tags, product tags, etc. Using this rule you can create a discount code, or create an automatic discount. If the rule creates a discount code, then customer can use the discount code at the checkout to get the discount. Otherwise, if automatic discount is selected, then the rule can apply a discount automatically to the selected shipping methods based on the configured conditions.

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Sample configuration

The following steps show how to create and configure a Discount Shipping Methods rule using the app.

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Create a new rule

From your Shopify admin, open the app. In the sidebar, go to the Rules section and click “Create Rule”. Then, you’ll be redirected to the Select checkout rule type screen. Choose category “Shipping” → select checkout rule type “Discount shipping methods” → click “Select Rule”. Next, you’ll land on the Create new shipping discount rule screen, where you can configure your rule.

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Rule configuration

To configure the rule, first optionally add a name such as “Discount shipping methods” to describe what it does if you want to apply an “Automatic discount”. Or, if you prefer to apply the discount using a discount code, click “Discount code” and enter your desired code or generate one randomly by clicking “Generate random code”. Next, on the same screen, select the rule status: Testing, Active, or Deactivated. Here we are going to choose Testing status, so we can quickly test the rule without affecting the checkout for actual customers. As part of the status settings, the optional Schedule section lets you control when an active rule starts and stops. Select a Start date and Start time for when the rule should begin. Optionally, check Set end date to choose an end date and time when the rule should automatically deactivate.

If you select schedule dates while the rule is set to Active, the status becomes Scheduled instead of Active. The rule will run from the start date and time until the end date and time, if one is set.

Next, on the same screen, configure the Combinations settings to control how this shipping discount interacts with other discounts. You can choose to allow it to combine with:

• Product discounts – This lets the shipping discount be used alongside any product level discounts. Make sure product discounts are also configured to combine with shipping discounts.
• Order discounts – This enables the shipping discount to work together with overall order level discounts. Make sure order discounts are also set to allow combinations with shipping discounts.

Next, on the same screen, configure the Strategy settings to control how the system handles multiple discount blocks. Currently, only First is available and selected by default. This option applies only the first discount that meets the conditions, ignoring any better discounts that may come later. Next, on the same screen, select the relevant condition set, condition, and action.

As an example, we will choose the default Condition set 1. Then, we will configure the rule to run Always and configure it to apply a 10% discount to all shipping methods using the Percentage option. The discount message “10% OFF” will be shown to customers at checkout.

In the Action section, you can choose to apply the discount using Percentage, Fixed amount off, Subtotal percentage, Set fixed price, Set all shipping free, or Fixed price subtotal percentage based on your requirements. You can also choose multiple options to apply the discount. The available options are:

• Selected shipping methods
  Apply the discount only to specific shipping methods by entering the names of the shipping methods you want to include.
• All shipping methods
  Apply the discount to all available shipping methods.
• Highest price shipping method
  Apply the discount to the shipping method with the highest price.
• Lowest price shipping method
  Apply the discount to the shipping method with the lowest price.
• Shipping method with price
  Apply the discount based on an entered amount, with an option to target shipping methods that are either greater than or lower than the specified value.

Next, on the same screen, in the Subscription Deliveries section, for subscription shipping products, you can choose to limit the shipping discount to the first delivery only, limit the shipping discount to the first delivery and make the recurring deliveries free, or limit the shipping discount to the first delivery and make all recurring deliveries free. Next, on the same screen, in the Maximum Discount Uses section, you can optionally enable a usage limit for the discount code, limit it to one use per customer, or apply both if a discount code is selected. Finally, click the Save button at the top to create and save your rule.

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Test the rule

Since, the rule is set to testing status, we have to use [email protected] as the email, instead of the actual email, to run the rule at checkout. After setting the email, the checkout rule runs and applies the configured shipping discount. We can verify that the 10% discount is visible for the selected shipping methods at checkout, as shown below.

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Activate the rule

Once testing is done, we can activate the rule, so it can start making changes to the checkout for actual customers. Only activated rules can make changes to the checkout for all customers. Click on Rules in the sidebar to view all rules. Select the rule you want to activate, then click the Activate button to activate it.

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Limitations

• This rule is incompatible with draft-order-based checkout and apps that use draft-order checkout.
• If your checkout URL includes .../checkouts/do/..., do stands for draft order. This rule won’t run on that checkout.