How to Set Automation Rules in Shippo

 

Note:

Automations are only available for Pro and Premier users. If you're on a Starter plan, and would like to take advantage of this feature, you can begin your free 30-day trial of the Pro plan, directly from your Plan page!

 


Automation Rules Overview

Setting up automation rules in your Shippo account allows Shippo to automatically make shipping selections on your behalf. Once your automation rules are set, all new orders added to Shippo will automatically be processed and adjusted according to preferences you programmed. Automation rules are a great time saver for tasks that are repeatable and predictable within your fulfillment workflow. 

For instance, I could create an automation rules that says; If an order of three or less t-shirts are purchased from my store, then shippo will automatically assign a poly mailer as the packaging for that order.

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With Shippo’s Automation Rules, you may use any combination of the following order properties to automatically assign Package or Carrier Service Levels:

  • Item Name
  • Item SKU
  • Order Quantity
  • Order Weight
  • Shipping Destination: Domestic/ International
  • Shipping Destination: State/ Province (U.S. & Canada)
  • Shipping Destination: Zip Code (U.S. & Canada)
  • Assign Sender Address

 


Setting up your Automations

Shippo automation rules are based on an if/then system. Meaning, if your order has a specific property, then a specific action will follow.

To create an Automation Rule:

      • From the Shippo dashboard, open the Settings tab.
      • Then, select Automations and click Create New Rule.
      • In the If section, select the order property (weight, item name, etc.) for which orders your rule should apply to.
      • Select what action should be taken on those orders (i.e apply x package template).
      • Give your Automation Rule a name and description.
      • Click Save.

 

Once you click Save, automation rules will apply to all new orders imported into to Shippo (from either your connected stores or  a CSV import).

You can add as many rules as you'd like but please keep in mind that the order of your rules do affect how they apply to your orders. 

 


Managing Automation Rules

Automation Rules run in a specific order to ensure you have total control over how your orders are processed. Rules will run in sequence from top to bottom in the order you specify on the Automations management page (Settings> Automations) So, order matters

To reorder your Automation Rules, simply drag and drop your rules into the appropriate sequence. Click on any part of the Automation Rule within your Automation Rule list to select and drag an automation rule.

 

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For example, let’s say you have two weight based rules, <2 lbs and <5 lbs. If they are in this order:
  • <5lbs = package B
  • <2lbs = package A
Then all of the orders that are <2lbs are also less than 5lbs, and no orders will be processed by the second rule. Instead, you need to re-order them to be:
  • <2lbs = package A
  • <5lbs = package B


Tips To Successfully Manage Automation Rules

  • More than one automation rule may be applied to an order (e.g. an order may have a package assigned to it through one rule and a carrier service assigned to it through a different rule)
  • Only one of the same action can be applied to an order. The action listed first in the rules automation management list will apply first (e.g. an order meets conditions for two different packages to be applied. The package automation rule listed first on the automations rules list will ultimately be the package assigned to the order)
  • Automation Rules process in order from top to bottom and may be reordered by clicking and dragging rules into the desired order

 

Want to learn more? Check out our Automation Rules FAQs.

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