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Create Safe Local Delivery and Pick-up Scenarios

Dealing with COVID-19 means you’re likely faced with the challenge of finding safer and more responsible ways to interact with and provide goods to your customers. Your rapidly changing customer service strategy may need to include offering free, contact-less home delivery and scheduled store pick-ups for local customers. With Intuitive Shipping, we can help you facilitate those new strategies so that your local business can continue to run, and even thrive during these unprecedented times.

Here are some of the ways you can use Intuitive Shipping to safely deliver goods to your customers.

Add A Free Local Delivery Scenario

Set up a responsible Free Delivery Shipping Scenario that informs your customers how and when their order will be delivered, and create custom descriptions that provide your customers with detailed information about their delivery.

With Conditions, you can determine if customers qualify for free local delivery based on Postal Code/ ZIP code, Distance, or City name.

You will need at least two (2) Shipping Scenario to complete this setup – one for your Free Local Delivery option and one for a non-local option.

  • Click the Shipping menu button, then select Shipping Scenarios from the drop-down list.
  • Set Visibility to On.
  • Enter the Shipping Scenario Title – e.g ‘Free Local Delivery’.

The Shipping Scenario Title is not visible to customers, but it helps keep you organized within the Intuitive Shipping app.

Set The Condition

  • Leave the Default settings under Condition Match, Product Filtering, and Products with Custom Shipping Charges.
  • Click the Add Another Condition button.
  • Set the Condition based on one of the following options:

Option 1: By Distance

  • Click the Condition field. Then from the list of options, select Distance under the Whole Cart Conditions section.
  • Set the Condition to Less Than Or Equals.
  • Enter the Value as the amount of distance – e.g enter ’10’ if the distance is 10 kilometers. This is the radius around your store where customer’s must reside in order to qualify.

Option 2: By Postal Code/ ZIP Code

  • Click the Condition field. Then from the list of options, select Postal Code/ ZIP Code under the Customer Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as the Postal Code or ZIP Code range. Learn more about formatting Postal and ZIP codes here.

Learn more about formatting Postal and ZIP codes here.

  • Select the Postal Code format.

Option 3: By City

  • Click the Condition field. Then from the list of options, select City under the Customer Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as the City name (or names, separated by comma).

When using the City condition, the customer must enter the spelling of the city correctly for the condition to work. Typos and formatting changes will result in the Condition being ignored.

For example, if a customer in St. John uses ‘St John’ (no period) or ‘Saint John’, the Condition will fail. If you are concerned about city name formatting, we strongly recommend using one of the other location-based Conditions.

Create A Shipping Method

  • In the Shipping Methods section, click Add Shipping Method in your domestic Shipping Zone.

Shipping Zones are determined by your Shopify Settings. To learn how to adjust your Shipping Zones, click here.

  • Create a Title for your Shipping Method – e.g. ‘Free Local Delivery’.
  • Leave Service Code and Delivery Time blank.
  • Enter a Description that clearly explains how the delivery will occur – e.g. ‘ To protect the health of your family and our staff, we will leave the package at your door’.

Select The Shipping Calculation Method

  • In the Calculate Shipping Based On section, select Combined Quantity under the Combined Product Values section.

Enter The Shipping Costs

  • In the Shipping Costs section, click the Add Another Shipping Cost button.
  • Under Up To, enter the ~ symbol.

In the Intuitive Shipping app, the ~ symbol means ‘Infinite’.

  • Enter the Shipping Cost as 0 (zero).
  • Leave all Optional settings blank.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Save Your Settings

  • When you return to the Edit Shipping Scenario screen, click the Save button!

Add Options for Longer Distance Customers

Don’t want to alienate customers who live just outside your free delivery range? It may not be feasible to provide them with the same offer as your truly local customers, so why not compromise? Set a threshold limit on the cart amount or add a small delivery surcharge to cover the extra costs.

To learn how to add a delivery surcharge, go here. Or, follow the steps below to set up a cart threshold.

Option 1: Set A Cart Threshold Limit

  • Copy the steps above to add a second Free Local Delivery Scenario, with the following changes.

When you complete the step to ‘Set The Retail Scenario Condition’, depending on your preferred option,

  • By Distance: add two (2) conditions:
  1. Set the first condition to: Distance > Greater Than Or Equal To > [0.1 greater than the ‘Free Shipping’ distance] – e.g. if you used ’10’ (e.g. 10 kms) as the maximum distance in your original Scenario, make this ‘10.01’.
  2. Set the second condition to: Distance > Less Than or Equal To > 20 – or whatever you deem appropriated. This is the maximum radius around your store where customers must reside in order to qualify for free shipping with a cart threshold.
  • By Postal Codes/ ZIP Codes: add different Postal Codes to cover customer locations just outside your primary free shipping zone.
  • By City: add names of cities that qualify for free shipping with a cart threshold.

When you finish the steps to create the Shipping Method, scroll down to the Free Shipping (Optional) section.

  • Choose when to activate free shipping by selecting ‘Combined Weight’, ‘Combined Total’ or ‘Combined Quantity’ from the drop-down list.
  • Leave the default setting ‘Greater Than Or Equal To’, then enter the value of the cart amount that will trigger Free Shipping – e.g. 20. For example, if you select Combined Product Total > Greater Than Or Equal To > 20, it means customers outside your normal free local shipping zone will receive free shipping if the total cart is $20 or more.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Save Your Settings

  • When you return to the Edit Shipping Scenario screen, click the Save button!

Option 2: Add A Surcharge

  • Copy the steps above in Option 1 – includes steps for updating either Distance, Postal Code/ ZIP Code or City, with the following changes.
  • Leave the Free Shipping (Optional) section blank – it is not required
  • In the Additional Costs (Optional) section, add the surcharge amount – e.g. ’10’, if the amount is $10 – under Handling.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Save Your Settings

  • When you return to the Edit Shipping Scenario screen, click the Save button!

Add A Store Pick-up Scenario

If free local delivery isn’t an option, or if you want to offer a choice to your local customers, allow them to schedule a time to come to your store by setting up a Safe Store Pick-up Scenario. Use custom descriptions to inform your customers when and where to safely pick up their order.

You will need at least two (2) Shipping Scenario to complete this setup – one for your Safe Store Pickup option and one for a non-local option.

Add a Safe Store Pickup Scenario

  • Click the Shipping menu button, then select Shipping Scenarios from the drop-down list.
  • Set Visibility to On.
  • Enter the Shipping Scenario Title as ‘Safe Store Pickup’.

The Shipping Scenario Title is not visible to customers, but it helps keep you organized within the Intuitive Shipping app.

Set The Retail Scenario Condition

  • Leave the Default settings under Condition Match, Product Filtering, and Products with Custom Shipping Charges.
  • Click the Add Another Condition button.
  • Set the Condition based on one of the following options:
Option 1: By Distance
  • Click the Condition field. Then from the list of options, select Distance under the Whole Cart Conditions section.
  • Set the Condition to Less Than Or Equals.
  • Enter the Value as the amount of distance – e.g enter ’10’ if the distance is 10 kilometers. This is the radius around your store where customer’s must reside in order to qualify.
Option 2: By Postal Code/ Zip Code
  • Click the Condition field. Then from the list of options, select Postal Code/ Zip Code under the Customer Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as the Postal Code or Zip Code range.
  • Select the Postal Code format.
Option 3: By City
  • Click the Condition field. Then from the list of options, select City under the Customer Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as the City name (or names, separated by comma).

Create A Shipping Method

  • In the Shipping Methods section, click Add Shipping Method in your Domestic Shipping Zone.

Shipping Zones are determined by your Shopify Settings. To learn how to adjust your Shipping Zones, click here.

  • Create a Title for your Shipping Method – e.g. ‘Cashless In-store Pickup’ or ‘Safe Store Pickup’.
  • Leave Service Code and Delivery Time blank.
  • Enter a Description that will help your customers understand what happens after they order – e.g. ‘Call to schedule a safe pickup time’.

Select The Shipping Calculation Method

  • In the Calculate Shipping Based On section, select Combined Quantity under the Combined Product Values section.

Enter The Shipping Costs

  • In the Shipping Costs section, click the Add Another Shipping Cost button.
  • Under Up To, enter the ~ symbol.

In the Intuitive Shipping app, the ~ symbol means ‘Infinite’.

  • Enter the Shipping Cost as 0 (zero).
  • Leave all Optional settings blank.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Save Your Settings

  • When you return to the Edit Shipping Scenario screen, click the Save button!
Updated on June 19, 2020

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