Purpose: This guide explains how to create and publish a configuration for Dynamic Checkout.
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You can continue using this feature using our Dynamic Checkout API, but note that the API responds with a raw JSON, which means you should organize the processing and implementation of it on your side.
Take the following steps to set up the Dynamic Checkout:
- Set up the API integration
- Create a template
- Create a delivery zone
- Set up your shipping methods
- Send your template to the API integration
- Publish the Dynamic checkout
Step 1: Set up the API integration
First, create an API Integration using the Integrations section. To do that, follow these steps:
- Go to the Settings > Integrations
- Choose Sendcloud API and click Connect
- Give the API integration a name, for example — “My Webshop” and click Save
- Your API Public and Secret keys will be automatically generated. Copy them down somewhere safe, and include them in your request headers. You can consider the Public key as your username when authenticating with the API, and the Secret (Private) key as your password.
Learn more about API integrations in the Quick Start guide.
Step 2: Create a template
Once you've created the API integration, start setting up your Dynamic Checkout configuration.
Go to the Dynamic checkout tab and click New template +. A template allows you to create and save your Dynamic Checkout information, without a link to an integration. This means that no information will be lost when you disconnect your integration. You can also reuse templates over and over with minor adjustments.
Step 3: Delivery zones
The next step is to choose delivery zones. Within each delivery zone, you can add multiple delivery methods, which will only be shown for customers with an address in that zone. To do that, click the New Delivery Zone button, then choose the country of delivery, and click Save.
For instance, if you set up a delivery zone for the Netherlands, any customer who enters a Dutch delivery address when ordering will see the delivery options you set for that zone.
While you're making changes, they'll be saved until you finalize and publish your edits.
How to set up a delivery zone:
Step 4: Choose your delivery methods
Once you've created a delivery zone, choose what kind of delivery options you want to offer to your customers. If you have an active sender address saved in your Sendcloud account details for a delivery zone, you can select any of the delivery methods. If you don't have an active sender address in the delivery zone, you will only be able to create a standard delivery option.
To begin configuring, click New delivery method next to the Delivery zone you just created in the Dynamic Checkout tab.
Select one of the guides below to get started:
Standard delivery
Set up next day, standard & international deliveries
Same-day delivery
Offer same-day delivery before a chosen cut-off time
Nominated day delivery
Let your buyer choose the delivery date
Step 5: Send the template to the API integration
Once you've completed your template, you can send it to one or multiple integrations.
Templates are only visible in Sendcloud and will only appear in your checkout once you've published an integration containing this template.
If you want to edit or delete templates, take the following steps:
- Settings > Dynamic Checkout > Checkout configuration templates, then click Edit
- Click on the > in front of the delivery zone in question
- Edit or delete a delivery method by clicking the pencil icon (edit) or the bin (delete) next to it
Step 6: Publish your Checkout
When your templates are linked to the API, you can publish your Dynamic Checkout. To do that, follow these steps:
- Go to Settings > Dynamic Checkout > Shops
- Click Publish
To edit or delete within your integration:
- Go to Settings > Dynamic Checkout > Shops
- Click Edit
- Click on the > in front of the delivery zone in question
- Edit or delete a delivery method by clicking the pencil icon (edit) or bin (delete) next to it