Delivery Method Display Rules
In this article, we’ll do a step by step walk through of how to leverage Giftship’s Delivery Method Display Rules. The feature allows you to conditionally hide and rename certain delivery methods (shipping rates, local delivery rates, and pickup locations) at checkout when configured conditions are met.
Note: This feature is available on Giftship’s Plus plan or higher. Multiship is not currently compatible with custom Delivery Method Display Rules.
Background
There are 2 types of rules that can be leveraged to control how customers are shown delivery methods at checkout.
1) Hide
One rule type allows you to hide delivery methods at checkout.
For example, you may have a special shipping rate set up for frequent shoppers. Using Giftship’s Delivery Method Display Rules, you could hide this shipping method at checkout unless a customer has completed at least 3 orders in the past.
2) Rename
The second rule type allows for delivery methods to be renamed.
Below we have a shipping method name being updated to convey to the customer that the displayed rate is for a weekend delivery. This could occur when the customer selects Saturday or Sunday on a delivery date picker.
Set Up Steps
1) From the Giftship dashboard within the Shopify Admin, click on “Delivery Method Display Rules” to navigate to the configuration page.
2) Ensure the Delivery Method Display Rules customization is active on your online store by enabling it globally within the “Global” section of the page.
3) To add your first delivery rule, click “New Rule” in the “Delivery rules” section, and choose whether you would like to create a “Hide” or “Rename” rule.
4) Configure your new rule by adding a title for easier lookup later, setting the status to “Active” or “Draft”, and by setting the conditions under which your rule should be run.
For example, the below hide rule has been set up so that we will hide the “Standard” shipping method whenever the “Delivery Date” cart attribute contains Saturday:
Special Date Conditions
With Giftship’s Delivery Method Display Rules you can leverage powerful date conditions to hide/rename delivery methods based on the user’s selection in a date picker. Rules can be configured to check if date picker values are greater or less than X number of days from either:
- The current date
- The first available date picker selection (according to Giftship’s global date picker settings)
1) Date Condition: X days from current date
Imagine we set up the below rule where we will hide any “Standard” shipping rate when the “Delivery Date” date attribute is less than 3 days from the current date.
Say the current date is September 19th and a customer selects a date of September 25th. In this case, the customer will be shown the Standard rate because the selected date is greater than 3 days from now.
However, if the customer selects September 21st, this is less than 3 days from now so we only want to show the customer the Express shipping method and hide the Standard option.
2) Date Condition: X days from first available ship date
For certain date picker configurations it may be better to set up the delivery method rule conditions based on the first available date on the date picker, rather than the current date. This may be true for stores that have blocked of days of the week on their calendar for example.
In the below rule, we again want to hide the “Standard” shipping rate, but this time when the “Delivery Date” date attribute is less than 3 days from the first avaliable ship date.
The store now has a more complex date picker configuration, with a large lead time and Tuesdays disabled. In this example, the first selectable date is now October 9th, which will be used as the date for comparison rather than the current date.
When a date at least 3 days from the 9th is selected, such as below, the customer will be shown the Standard and Express shipping methods.
When a date within 3 days from the first available date is selected we hide the Standard option to ensure that Express is selected based on the Delivery Method Display Rule.
