Create A Scenario

This guide is for those using the New version of Intuitive Shipping. If you’re using the Legacy version of the app, go here.

Not sure which version you’re using? Find out here.

Scenarios let you assign conditions that determine which shipping methods are displayed to your customers at checkout. Scenarios can also be used to apply product filters that determine which products are included in the final shipping calculation.

Shipping methods within a Scenario will only be displayed at checkout when Scenario conditions have been met.

To use Intuitive Shipping, you must have at least one (1) Scenario with at least (1) shipping method assigned to it.

Conditions are not required.

Add A Scenario

1) Click Shipping on the sidebar menu, then select Scenarios from the drop-down list.

2) Click the Create scenario button.

General Settings

1) Enter a Scenario title.

Scenario titles are not visible to customers.

2) Set the Scenario status.

You have three (3) settings to choose from:

Off – The Scenario and its conditions will be ignored. Shipping methods assigned to the Scenario will not be displayed at checkout, even in Setup & Testing Mode.

Test – Shipping methods assigned to the Scenario will only be displayed at checkout when you use the word ‘Intuitive’ as either the customer’s first or last name.

On – Shipping methods assigned to the Scenario will be displayed at checkout. This is the default setting.

While in Setup & Testing Mode, ‘On’ will function the same as ‘Test’ until you have activated a billing plan to begin your free trial.

Learn more about testing your Intuitive Shipping setup.

Conditions

Conditions are rules that restrict when shipping methods assigned to the Scenario are displayed at checkout.

Learn more about conditions.

1) Select whether or not conditions should be applied.

You have two (2) settings to choose from:

No restrictions – shipping methods assigned to the Scenario will always be displayed at checkout. This is the default setting.

If you choose this setting, skip ahead to Product Filters.

Set restrictions – shipping methods assigned to the Scenario will only be displayed at checkout when the assigned conditions are satisfied.

When you select Set restrictions, additional settings will appear on the screen.

2) If you are setting restrictions, select the Condition match setting.

You have three (3) settings to choose from:

All conditions – all of the conditions being added in Steps 3 to 5 must be satisfied for shipping methods in this Scenario to be displayed at checkout.

Any condition – at least one of the conditions being added in Steps 3 to 5 must be satisfied for shipping methods in this Scenario to be displayed at checkout.

No conditions – none of the conditions being added in Steps 3 to 5 must be satisfied for shipping methods in this Scenario to be displayed at checkout.

3) Select a condition type.

Condition types are grouped into categories:

Product Conditions

Product conditions determine if shipping methods assigned to the Scenario will be displayed at checkout based on the products in the cart.

Conditions that look for a numerical value, such as quantity, price and volume, apply to each unique product in the cart. Any item with a Product ID or Variant ID is considered a unique product.

Learn more about product conditions.

Product tag – shipping methods will be displayed based on the product tag assigned to the product in Shopify.

Intuitive Shipping does not assign product tags. Tags are managed in your Shopify Product Information settings.

Product vendor – shipping methods will be displayed based on the product vendor assigned to the product in Shopify.

Product title – shipping methods will be displayed based on the product title (product name) assigned to the product in Shopify.

Product SKU – shipping methods will be displayed based on the SKU assigned to the product in Shopify.

Product collection – shipping methods will be displayed based on the product collection the product is assigned to in Shopify.

Product type – shipping methods will be displayed based on the product type the product is assigned to Shopify.

Fulfillment service – shipping methods will be displayed based on the fulfillment service the product is assigned to Shopify.

Fulfillment services is an legacy Shopify feature that may not be available on your store.

Product property – shipping methods will be displayed based on the product properties assigned to the product.

Third-party apps let you assign various properties (or attributes) to products; enter both the property key and property value.

Product quantity – shipping methods will be displayed based on the combined quantity of each unique product in the cart.

Product price – shipping methods will be displayed based on the price of each unique product in the cart.

Product total – shipping methods will be displayed based on the sub-total of each unique product in the cart.

Product weight – shipping methods will be displayed based on the combined weight of each unique product in the cart.

Product volume – shipping methods will be displayed based on the combined dimensional volume of each unique product in the cart.

To use product volume, products must have dimensions assigned to them in Intuitive Shipping product settings.

Product length – shipping methods will be displayed based on the combined length of each unique product in the cart.

Product width – shipping methods will be displayed based on the combined width of each unique product in the cart.

Product height – shipping methods will be displayed based on the combined height of each unique product in the cart.

Product packing method – shipping methods will be displayed based on the packing method assigned to the product in Intuitive Shipping.

Product free shipping – shipping methods will be displayed based on the free shipping eligibility assigned to the products in Intuitive Shipping.

Product has custom shipping – shipping methods will be displayed based on whether or not the products have been assigned custom shipping costs in Intuitive Shipping.

Product has pieces – shipping methods will be displayed based on whether or not products have had additional pieces assigned to them in Intuitive Shipping.

Learn about product settings.

Customer Conditions

Customer conditions determine if shipping methods assigned to the Scenario will be displayed at checkout based on the available customer information.

Customer conditions look at information added by the customer during checkout, such as city and email address, or assigned to your customer’s profile in Shopify, such as customer tags.

Customer conditions may not function as expected in certain situations.

Learn more about customer conditions.

Customer tag – shipping methods will be displayed based on the customer tag assigned to the customer in Shopify.

Intuitive Shipping does not assign customer tags. Tags are managed in your Shopify Customer profile settings.

Postal/ zip code – shipping methods will be displayed based on the postal or zip code entered by the customer at checkout.

Street address – shipping methods will be displayed based on the street address entered by the customer at checkout.

City – shipping methods will be displayed based on the city name entered by the customer at checkout.

Postal box – shipping methods will be displayed based on whether or not the customer has a PO Box in their address.

Company – shipping methods will be displayed based on the company name entered by the customer at checkout.

Customer name – shipping methods will be displayed based on the first and last names entered by the customer at checkout.

Email – shipping methods will be displayed based on the email address assigned to the customer in Shopify.

Telephone – shipping methods will be displayed based on the phone number entered by the customer at checkout.

Fax – shipping methods will be displayed based on the fax number entered by the customer at checkout.

Previous Order Count – shipping methods will be displayed based on the previous total number of orders placed by the customer.

Previous Order Total – shipping methods will be displayed based on the previous total value of orders placed by the customer.

To use Previous order count or Previous order total conditions, customers must have an existing profile in your Shopify Customer settings.

Order Source – shipping methods will be displayed based on the order source used to create the order, such as ‘checkout’ or ‘draft order’.

Cart Conditions

Cart Conditions determine if shipping methods assigned to the Scenario will be displayed at checkout based on the entire contents of the cart.

Learn more about cart conditions.

Cart quantity – shipping methods will be displayed based on the combined quantity of all items in the cart.

Cart total – shipping methods will be displayed based on the combined total (before tax) of all items in the cart.

Cart weight – shipping methods will be displayed based on the combined weight of all items in the cart.

Cart volume – shipping methods will be displayed based on the combined dimensional volume of all items in the cart.

To use Cart volume, products must have dimensions assigned to them in Intuitive Shipping.

Cart length – shipping methods will be displayed based on the combined length of all items in the cart.

Cart width – shipping methods will be displayed based on the combined width of all items in the cart.

Cart height – shipping methods will be displayed based on the combined height of all items in the cart.

Learn more about assigning product dimensions.

Filtered Cart Conditions

Filtered cart conditions determine if shipping methods assigned to the Scenario will be displayed at checkout based on the contents of the cart that match any product conditions in the same Scenario.

Let’s say you have a product condition that states Tag equals ‘fragile’ and a filtered cart condition that states Quantity is greater than or equals ‘5’. That means there must be at least 5 items in the cart tagged ‘fragile’ for shipping methods in the Scenario to be displayed at checkout – regardless of the total quantity of all items in the cart.

Filtered cart conditions are ignored if there are no product conditions in the same Scenario.

Learn more about filtered cart conditions.

Filtered cart quantity – shipping methods will be displayed based on the combined quantity of all items in the cart that satisfy the product conditions in the same Scenario.

Filtered cart total – shipping methods will be displayed based on the sub-total of all items in the cart that satisfy the product conditions in the same Scenario.

Filtered cart weight – shipping methods will be displayed based on the combined weight of all items in the cart that satisfy the product conditions in the same Scenario.

Filtered cart volume – shipping methods will be displayed based on the combined volume of all items in the cart that satisfy the product conditions in the same Scenario.

To use Filtered cart volume, products must have dimensions assigned to them in Intuitive Shipping.

Filtered cart length – shipping methods will be displayed based on the combined length of all items in the cart that satisfy the product conditions in the same Scenario.

Filtered cart width – shipping methods will be displayed based on the combined width of all items in the cart that satisfy the product conditions in the same Scenario.

Filtered cart height – shipping methods will be displayed based on the combined height of all items in the cart that satisfy the product conditions in the same Scenario.

Learn more about assigning product dimensions.

Delivery Conditions

Delivery conditions determine if shipping methods assigned to the Scenario will be displayed at checkout based on the delivery preference selected by the customer and the settings from your delivery app, such as Store Pickup + Delivery by Zapiet.

Delivery conditions are intended for use with a delivery app, except where noted.

Learn more about delivery conditions.

Delivery distance – shipping methods will be displayed based on the distance between your store location and the customer’s address.

Delivery distance does not require a delivery app.

Delivery day of the week – shipping methods will be displayed based on the delivery day of the week selected by the customer at checkout.

Delivery date – shipping methods will be displayed based on the delivery date selected by the customer at checkout.

Delivery time – shipping methods will be displayed based on the delivery time of day selected by the customer at checkout.

Delivery type – shipping methods will be displayed based on the delivery type selected by the customer at checkout, such as ‘shipping’, ‘local delivery’, or ‘store pickup’.

Same Day Conditions

Same day conditions determine if shipping methods assigned to the Scenario will be displayed at checkout based on the current day, date and time at the moment shipping is calculated by Intuitive Shipping.

Learn more about same day conditions.

Current day of the week – shipping methods will be displayed based on the day of the week at the time of checkout.

Current date – shipping methods will be displayed based on the date at the time of checkout.

Current time – shipping methods will be displayed based on the time of day at the moment of checkout.

Condition Groups

Condition groups determine if shipping methods assigned to the Scenario will be displayed at checkout based on the selected condition group.

Conditions groups are listed at the bottom of the conditions type drop-down list, and only appear if at least one condition group has been created.

Learn about condition groups.

4) Select a condition logic.

You have up to eight (8) settings to choose from:

The list of available options will change depending on the product filter type selected in Step 3.

Equals – The actual value at checkout must exactly match the condition value entered in Step 5.

Does not equal – The actual value at checkout can be anything except the condition value entered in Step 5.

Contains – The actual value at checkout must contain the condition value entered in Step 5.

Does not contain – The actual value at checkout cannot contain the condition value entered in Step 5.

Greater than – The actual value at checkout must be more than the condition value entered in Step 5.

Greater than or equals – The actual value at checkout must either match or be more than the condition value entered in Step 5.

Less than – The actual value at checkout must be less than the condition value entered in Step 5.

Less than or equals – The actual value at checkout must either match or be less than the condition value entered in Step 5.

Starts with – The actual value at checkout must start with the condition value entered in Step 5.

Ends with – The actual value at checkout must end with the condition value entered in Step 5.

5) Enter the condition value.

Some condition types require manual entry of the value as either text or a number, such as ‘fragile’ or ’12’. Others require the selection of the option or options that apply.

6) To add more conditions, click the Add another condition button, then repeat Steps 3 to 5 for each additional condition.

Each product condition includes and additional setting that is not required or displayed for other conditions types. If you have not added any product conditions to the Scenario, skip ahead to Step 8. Otherwise, continue to Step 7.

7) Select the appropriate product setting.

You have three (3) settings to choose from:

Any product – At least one product in the cart must satisfy the condition.

All products – All products in the cart must satisfy the condition.

No products – None of the products in the cart must satisfy the condition.

Learn more about using the additional product condition setting.

To delete a condition, click Remove condition above the condition’s Value field

Additional settings are available for advanced condition restrictions. If you have products with custom shipping prices, you can configure Intuitive Shipping to exclude or include all of those products in the conditions check.

If you are not assigning custom shipping prices to any of your products, skip ahead to Product Filters.

8) Click Show advanced condition settings.

9) Select whether products with custom shipping charges should be included or excluded in the conditions check.

You have two (2) settings to choose from:

Include in conditions – all products with custom shipping charges will be included in the condition check.

For example, if you have a Scenario with a cart condition that states Quantity is greater than or equals 10, products that have their own custom shipping charges will count towards the minimum of 10.

Exclude from conditions – products with custom shipping charges will be excluded from the condition check.

Using the same example, products that have their own custom shipping charges will not count towards the minimum of 10.

Product Filters

Product filters let you decide which products should or should not be included in the shipping method rate calculation.

In the majority of cases, product filtering will match the product conditions (if any) you’ve set in the Conditions section. However, there are certain situations when unique product filters – or no filters are needed.

Learn more about product filtering.

Product filters do not prevent shipping methods from being displayed at checkout.

To restrict when shipping methods are displayed based on the products in the cart, use product conditions in the Conditions section.

1) Choose how product filters should be applied.

You have three (3) settings to choose from:

No filters – every product in the cart is included in rate calculation performed by the shipping method assigned to this Scenario.

Set product filters – only products that meet the filter match settings in Steps 2 to 6 will be included in the rate calculation performed by the shipping method assigned to this Scenario.

When you select Set product filters, additional settings will appear on the screen.

Match product conditions – products filtering will match any product conditions set in the Conditions section. This is the default setting.

For example, if you added the product condition Product tag equals ‘fragile’, and you selected the ‘Match’ setting, only products tagged ‘fragile’ will be included in the rate calculation performed by the shipping method assigned to this Scenario.

If you have no product conditions – or no conditions at all – the ‘Match’ setting and the ‘No filters’ setting will behave the same way. All products in the cart will be included in the shipping calculation.

2) If you are applying filters, select the Filter match setting.

You have three (3) settings to choose from:

All filters – products must satisfy all of the product filters being applied in Steps 3 to 6 to be included in the rate calculation.

Any filter – products must satisfy at least one of the product filters being applied in Steps 3 to 6 to be included in the rate calculation.

No filters – products must satisfy none of the product filters being applied in Steps 3 to 6 to be included in the rate calculation.

3) Select a product filter type.

You have several settings to choose from:

Tag – products will be filtered by the product tag assigned to them in Shopify.

Vendor – products will be filtered by the vendor assigned to them in Shopify.

Title – products will be filtered by the title (product name) assigned to them in Shopify.

SKU – products will be filtered by the SKU assigned to them in Shopify.

Collection – products will be filtered by the collection they are assigned to in Shopify.

Type – products will be filtered by the Type they are assigned to in Shopify.

Fulfillment service – products will be filtered by the Fulfillment service they are assigned to in Shopify.

Property – products will be filtered by the product Property attribute assigned to them.

Third-party apps let you assign various properties (or attributes) to products; enter both the property key and property value.

Quantity – products will be filtered by the quantity of each unique product in the cart.

Price – products will be filtered by the price of each unique product in the cart.

Total – products will be filtered by the sub-total of each unique product in the cart.

Weight – products will be filtered by the combined weight of each unique product in the cart.

Volume – products will be filtered by the combined volume of each unique product in the cart.

Each Product ID or Variant ID is considered a unique product.

Length – products will be filtered by the combined length assigned to products in Intuitive Shipping.

Width – products will be filtered by the combined width assigned to products in Intuitive Shipping.

Height – products will be filtered by the combined height assigned to products in Intuitive Shipping.

Packing method – products are filtered by the packing method assigned to the products in Intuitive Shipping.

Free shipping – products are filtered by the free shipping eligibility assigned to products in Intuitive Shipping.

Has custom shipping – products are filtered by whether or not they have custom shipping costs assigned to them in Intuitive Shipping.

Has pieces – products are filtered by whether or not they have additional pieces assigned to them in Intuitive Shipping.

Learn about product settings.

4) Select a product filter logic.

You have up to eight (8) settings to choose from:

The list of available options will change depending on the product filter type selected in Step 3.

Equals – the actual product value must exactly match the product filter value entered in Step 5.

Equals – the actual product value must exactly match the product filter value entered in Step 5.

Does not contain – the actual product value cannot contain the product filter value entered in Step 5.

Greater than – the actual product value must be more than the product filter value entered in Step 5.

Greater than or equals – the actual product value must either match or be more than the product filter value entered in Step 5.

Less than – the actual product value must be less than the product filter value entered in Step 5.

Less than or equals – the actual product value must either match or be less than the product filter value entered in Step 5.

Starts with – the actual product value must start with the product filter value entered in Step 5.

Ends with – the actual product value must end with the product filter value entered in Step 5.

5) Enter the product filter value.

Some product filter types require manual entry of the value as either text or a number, such as ‘fragile’ or ’12’. Others require the selection of the option or options that apply.

6) To add more product filters, click the Add another filter button, then repeat Steps 3 to 5 for each additional product filter.

To delete a product filter, click Remove filter above the filter you wish to delete.

Additional settings are available for advanced product filtering. If you have products with custom shipping prices, you can configure Intuitive Shipping to exclude or include all of those products in the product filtering

If you are not assigning custom shipping prices to any of your products, skip ahead to Conditions. Otherwise, continue to Step 1.

Learn more about custom shipping charges.

7) Click Show advanced filter settings.

8) Select a custom shipping setting.

You have two (2) settings to choose from:

Exclude from calculation – all products with custom shipping charges will be excluded from the rate calculation. This is the default setting.

For example, if you have a custom service shipping method that calculates shipping based on cart quantity – meaning, the number of items in the cart determines the shipping cost, products that have their own custom shipping charges will not count towards the quantity that determines the cost.

Alternatively, if you have a parcel service shipping method that calculates live rates from a carrier, products that have their own custom shipping charges will not be included in the rate calculation – meaning, their weight will not be added to the total weight of the shipment.

Include in calculation – all products with custom shipping charges will be included in the rate calculation.

Using the same examples, products that have their own custom shipping charges will count towards the quantity that determines the cost or will have their weight included in the total weight of the shipment, depending on which type of shipping method you have.

Save Your Settings

1) Click the Save button to save your Scenario.

New Scenarios must be saved before you can add a shipping method. Each Scenario must have at least one shipping method assigned to at least one zone.

Nicely Done!
You just created a Shipping Scenario!

What’s Next: 

Create a custom service shipping method or a parcel service shipping method.

Updated on November 19, 2021

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