Shippo Automation Rules FAQs

Here are some of the most common question regarding Automations!

 

What are automation rules?

Automation rules allow you to specify a set of order conditions and fulfillment actions to automatically apply to a group of orders. Automation rules are a great time saver for tasks that are repeatable and predictable within your fulfillment workflow. 

To learn more, see the Automation Rules in Shippo support article.

 

What automation rules are available in Shippo?

With Shippo’s Automation Rules, you can automatically…

  • Assign Package Templates
  • Assign Carrier Service Levels

According to an order’s...

  • 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)

How many automation rules can apply to an order?

Multiple rules can apply to an order; however, only one of the same action will apply. For example, an order may have a package assigned to it through one rule and a carrier service assigned to it through a different rule, or both through the same rule.

In contrast, an order cannot have two of the same actions applied to it. For example, an order cannot have two package templates assigned to it. If an order meets the conditions of two different rules applying two different package templates, the package template listed first in the Automation Rules list is what will be applied to the order.

 

In what order will my automation rules apply?

Automation Rules process in order from top to bottom and may be reordered by clicking and dragging rules into the desired arrangement. The arrangement of your automation rules matters most when an order meets the conditions for two rules with the same action but different selections (e.g. apply package template A and apply package template B). If an order meets the conditions of two different rules applying two different package templates, the package template listed first in the Automation Rules list is what will be applied to the order.

 

How do I know if an automation rule has applied to an order?

When an automation rule is applied to an order, Shippo notates this change at the top of the order’s detail page

 

Automation_notice.png

 

When do my automation rules apply to orders?

Automation rules are automatically applied to all new orders that are imported to Shippo.  Whether your new orders that sync from a store or through a CSV upload, Shippo will check each order to see if an automation rule should be applied. Note: Manual Orders do not support automation rules. 

 

How do I apply a new automation rule to existing orders?

If you create a new automation rule that you would like applied to existing orders, simply click the Run Automations button on the Automations Rule page (Settings>Automations):

 

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To learn more about Shippo’s automation rules, visit the Automation Rules in Shippo support article.

 

 

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