How It Works

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.

Intuitive Shipping is a full suite of features that give you control over your shipping costs and delivery options at checkout.

Using our extensive rules-based conditions system, you determine when and how shipping costs and delivery options are displayed to customers on your checkout page. You may have product-based shipping rates or different costs for retail and wholesale customers. Maybe you need to calculate shipping based on weight or the number of items in the cart. Perhaps you offer free shipping to customers who live in specific postal codes or within a certain distance. Whatever your requirements look like, Intuitive Shipping can help you manage virtually any shipping scenario imaginable from the simplest to the most complex.

If you have questions, check out our self-serve FAQ page. If you need assistance at any time, please contact us. We’re here to help you!

Getting Started

After installing Intuitive Shipping from the Shopify App Store or BigCommerce App Store, you’ll be taken through the initial app setup process, which takes just a few moments.

Once the app is installed, we’ll walk you through each step.

During the onboarding process, you’ll have an opportunity to sync important platform settings with Intuitive Shipping and you’ll be able to configure some of the basic app settings – things like communication settings and units for dimensions, weight and distance.

Before you start setting things up, you’ll have a chance to learn more about Intuitive Shipping and how you can use it to succeed with shipping.

When you click Continue to Intuitive Shipping, you’ll be transported to the Get Started page in the app. After you’ve gone through the initial setup, the Get Started page will become your starting point each time you sign into the app.

Setup

On the Get Started page we’ll guide you to a few things that can help you get set up and running as quickly as possible

Schedule a free onboarding session

You have Intuitive Shipping installed and you’re ready to go. Now what? Getting started can be the most challenging part of using new software, so we want to help! Click the Schedule button to book a one-on-one onboarding session with one of our team members. We’ll walk you through your initial setup so you feel more comfortable doing the rest.

If you’re not quite ready to get started and would like to learn more about how Intuitive Shipping works, schedule a demo instead. We’ll give you a guided tour of the app centered around your specific shipping needs. You can request a demo here or through the Support page in the app.

Get configured quickly and confidently

If you feel good about doing things yourself, or if you simply don’t have time for an onboarding session, clicking Learn the basics will bring you back here to the Help Center. Not sure about something? You can contact us to ask any questions you might have.

Business category

Let us know which business category best describes your store. By understanding your business better, we may be able to provide more tailored support and offer setup suggestions that are common among similar businesses already using Intuitive Shipping.

Sync with your store

When you first install Intuitive Shipping, we sync with your store automatically. If you make changes before you actually start using Intuitive Shipping, you’ll need to sync those changes so we have the latest information.

Connect your ShipStation account

If you have an account with ShipStation, connect it to Intuitive Shipping so we can access rates from your account.

Create rate blending rules

Do you have multiple shipping rates that need to be blended together into a single cost at checkout? Configure your rate blending or learn more about this commonly used feature.

Start your free trial

When you first install Intuitive Shipping, you automatically begin in Sandbox mode. As long as you’re in Sandbox mode, Intuitive Shipping is free to use for an unlimited time. Once you’re finished setting up and testing your shipping rates and you’re ready to start using them in a live setting with actual customers, you’ll need to select a billing plan to activate your free trial period.

Manage packages

Add all of your regularly used packages to Intuitive Shipping to ensure your carrier rates are as accurate as possible.

If you’re offering custom shipping rates, free shipping or local delivery, packages are not required.

Manage ship from locations

Carrier rates and local delivery rates can be calculated using custom shipping origin locations that are different from the default shipping origin location in your eCommerce platform settings. Add one or more custom ship-from locations to take advantage of this feature.

The Basics

Here are some of the fundamentals of using Intuitive Shipping.

Shopify

You can use Intuitive Shipping with any Shopify subscription that allows you to enable their third-party carrier-calculated shipping feature.

Third-party Carrier-calculated Shipping Rates

Shopify requires you to have their third-party carrier-calculated shipping rates feature enabled in your shop settings to allow us to display rates at checkout. This is a requirement for any third-party rate provider or calculator, including Intuitive Shipping.

This feature is available as an add-on for anyone on the ‘Shopify’ plan. If you’re on ‘Basic’, ‘Starter’ or ‘Lite’, you’ll need to upgrade your plan to access the third-party carrier-calculated shipping rates feature. If you’re on the ‘Advanced’ plan or higher, the feature is already installed and activated on your store.

Learn about Shopify’s carrier-calculated shipping rates feature.

Profiles

Shopify Profiles give merchants more flexibility with their products and shipping rates. Because of how Shopify passes information to our system at checkout, Intuitive Shipping is unable to see multiple profiles. This can lead to shipping calculation errors.

We strongly recommend that you only use one (1) general shipping profile when using Intuitive Shipping

If you used multiple profile in the past, that’s okay! You can recreate profile setups with Scenarios to achieve the same results. Intuitive Shipping Scenarios do everything that Shopify Profiles were intended to do – and much more! 

Learn more about how Shopify Profiles work with Intuitive Shipping.

Locations

Shopify’s Locations feature lets merchants set up multiple shipping origin points to make it easier to manage inventory and local deliveries. While there are a few exceptions, we generally advise against using Shopify Locations with Intuitive Shipping as it may result in calculation errors such as duplicated or missing rates.

Because of how Shopify passes information about locations to our system at checkout, we do not have any visibility of inventory.

If you don’t require multiple Shopify Locations for inventory management, and you just need alternate shipping origin locations to calculate carrier rates or local delivery costs more accurately, consider using our built-in locations feature.

Learn more about how Shopify Profiles work with Intuitive Shipping.

BigCommerce

You can use Intuitive Shipping with any BigCommerce subscription.

Scenarios

Regardless of which eCommerce platform you’re using with Intuitive Shipping, you’ll need to have at least one Scenario – a set of conditions that determine when shipping methods are displayed at checkout. There is no limit to how many Scenarios you can have.

Conditions are not a requirement. If you don’t have any shipping rules, that’s okay! You’ll still need to set up a Scenario without conditions since that’s where you’ll assign shipping methods.

Shipping Methods

You’ll need to have at least one shipping method assigned to a Scenario, whether that Scenario has conditions or not. Shipping methods determine how shipping costs are calculated at checkout. There is no limit to how many shipping methods you can have in any Scenario.

There are different types of shipping method services to choose from. A custom service shipping method lets you set up free shipping, flat rates or a table of pre-determined rates, while parcel service, freight service and partner integration service shipping methods give you access to real-time rates by connecting to your preferred carriers or subscription services. A local delivery service lets you use distance to determine shipping costs.

Zones

Whether you ship regionally, nationally or globally, zones give you control over which geographical regions your products can ship to. For even greater control, our sub-zone feature lets you either allow or prevent shipping options from being displayed to customers in certain postal codes or zip codes.

Packages

You don’t have to rely on a single ‘default’ package size that probably resulted in over-charging or under-charging with each order. With Intuitive Shipping, you can add all of your regularly used packages to ensure that live carrier rates are calculated as accurately as possible with every checkout. Choose from different packing algorithms, such as weight-based, quantity-based, volume-based and SmartBoxing™, which uses the dimensions and weights of the products in the cart to determine the most efficient package set for the order, saving you money and reducing the environmental impact of package waste.

Activities

The Activity page displays recent shipping costs calculated by Intuitive Shipping, with the most recent activity being displayed at the top. You can view details from any of your recent shipping calculation activities from the past 14 days

When you click View beside an activity, you’ll see detailed information about the rate calculation, including the items in the cart, the shipping methods that were offered to the customer, package dimensions if any were used, and more.

Learn about the Activity page.

Sandbox Mode

Intuitive Shipping begins in Sandbox mode. While in Sandbox, Intuitive Shipping is completely free to use for setup and testing purposes for an unlimited time. Take as much time as you need to get Intuitive Shipping set up exactly the way you want before activating your free trial.

Learn about testing your setup.

Once you’ve finished testing and you’re happy with your setup, activate your free trial by selecting a billing plan.

Billing

Select a billing plan that’s right for you. Our billing plans are based solely on the number of successfully completed orders you process each month. We don’t limit access to features or functionality, and we don’t penalize you for test calculations or cart abandonment after shipping has been calculated.

All of our plans include a per-order overage charge for each successful order that exceeds your plan’s monthly limit. That means you can continue to use Intuitive Shipping even if you go over your plan limit.

If you’re using Shopify, plan costs and any accrued overage charges are included on your monthly Shopify invoice.

If you’re using BigCommerce, plan costs and any accrued overage charges are invoiced to you directly each month.

Learn about billing.

Get A Demo

Are you thinking about installing Intuitive Shipping but you’re not sure if it’s right for you? Take an introductory tour of the app with one of our knowledgable team members! Our live demos let us tailor the tour around features and settings you actually need. Book your demo today!

Once you’ve installed Intuitive Shipping, you can book a demo right from the app. Just click the Book a demo button on the app Support page.

If you don’t need a demo and would prefer to jump right into your setup, book a free onboarding session instead!

Free Onboarding Session

Demos are great for giving you an overview of the app. But what if you’re ready to get started with Intuitive Shipping and you’re not really sure what do next? We can help you! Schedule a free onboarding session with one of our team members. We’ll show you how to get started so you can complete your setup confidently. We’ll also explain how testing works and review billing plans. If you need a bit more time with us, or if you want us to review your setup before activating, book a follow-up call!

Book your onboarding session right from the app. Just click the Schedule button near the top of the Get Started page or on the Support page.

Getting Help

We know shipping can be complicated. That’s why we’ve provided several different ways to help you get the support and the answers you need.

Learn More

Throughout Intuitive Shipping you’ll find ‘Learn more’ links. Click these links to be taken directly to a Help Center article that explains the settings you’re working on.

Help Center

What if I told you you’re already in the Help Center?

If at any time you need to return here to access our detailed setup-guides, how-to articles and FAQs, click the Visit our help center button on the Support page in the app.

If you can’t find the answers you need in the Help Center, contact us through the Support page in the app.

Live Support

Get real-time troubleshooting assistance from our knowledgeable Customer Success team! If you’re an active user, click the Book a technical support call button on the Support page to book an appointment.

Email Support

Whether you’re an active user or still in Sandbox mode, you can contact us by email by going to the app’s Support page, filling out the Email support form, then clicking the Send button. We typically respond in less than 1 business day.

Urgent Support

If you are an active user and you’re having an issue with Intuitive Shipping that is business-critical and causing you to actively lose sales, please select the ‘Urgent’ support type when sending us an email. Once we receive your email, one of our support team members will contact you as soon as possible.

App Status

Our Status page provides real-time updates during app downtime caused by maintenance and unforseen technical issues. We also provide updates when our carrier partners have rates-related issues.

App updates and maintenance typically run in the background and will not disrupt Intuitive Shipping’s performance. Updates are pushed out automatically and do not need to be installed.

Be sure to add the Status page to your browser bookmarks or click the Subscribe To Updates button at the top of the Status page to receive status alerts by email.

Ready to set up Intuitive Shipping? Start here.

Updated on September 8, 2023

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