Purpose: Discover how to use your Checkout Rules in combination with the Checkout API, a dynamic feature that allows you to gain control over your checkout process.
What are the Checkout rules?
Checkout rules work similarly to shipping rules and return rules - they are predefined actions that will automatically apply to your checkout.
The Checkout rules work in combination with the the Checkout API. This means that your Dynamic Checkout needs to be configured to be able to use the Checkout rules. See How to configure Dynamic Checkout.
Why use Checkout rules?
- Improve customer satisfaction by streamlining your checkout process.
- Display relevant delivery methods.
- Enjoy greater flexibility and control over your checkout page.
Set up your Checkout rules
- In your Sendcloud account, navigate to Settings > Dynamic Checkout > Checkout rules > Click on New checkout rule to start defining your conditions
- Give your new rule a Name, choose an IF condition (for example Postal code), an operator (Is/Is not), a value (for example the postal code) and an action to apply (for example to hide the delivery method in service point with carrier X)
- Click on Save checkout rule
- Go to your Dynamic Checkout tab at the top of your screen > Click on a delivery method > Find the section Checkout rules to delete the rule you created
- Make sure to publish your configuration once you’ve added all the rules to your delivery methods. Learn more about templates and publishing. If the rule is part of a published configuration, it can take up to 15 minutes for the changes to take effect and have it available in the shop.
Our Checkout rules
The Checkout rules feature aims to be used to enhance your checkout page and process. Below are all the Checkout rules you can create.
| Conditions: | Determinations: | Explanation: |
| Postal code |
Contains/Does not contain/Ends with/Is/Is not/Starts with/Pattern match |
Use it for showing or hiding delivery methods based on the postal code of the destination of the parcel |
| Parcel dimensions rules (parcel length, parcel width, parcel heigh) |
Contains/Does not contain/Ends with/Is/Is not/Starts with/Pattern match |
Use it for filtering mailbox sizes etc. Merchant to calculate and provide the box sizes in the checkout. This applies to total order, not individual item dimension checks. |
Examples of Checkout rules
Show or hide delivery methods based on postal code rules
IF "Postal code" IS "X" THEN "Hide delivery method" X
IF "Postal code" IS "X" THEN "Show delivery method" X
If you have a lot of delivery options, including standard, express, same-day delivery and more, with your Checkout rules, you can ensure that your customers only see the options relevant to their situation. For example, if a customer's address is close to your store, you can only display the cost effective delivery option, reducing their shipping costs and encouraging a purchase.
IF "Postal code" PATTERN MATCH "[AB,PA,FK,KA,HS,IV,KW,ZE]" THEN "Hide delivery method" X
This rule can be used to hide certain methods from Scottish Highlands remote areas for example. Learn more about pattern matching.
Show or hide delivery methods based on parcel dimensions
IF "Parcel length” GREATER THAN OR EQUAL TO 100, AND "Parcel width” GREATER THAN OR EQUAL TO 50, AND "Parcel height” GREATER THAN OR EQUAL TO 20, THEN "Hide delivery method" X, Y, Z
For example, you can use this checkout rule to only show some delivery methods when the parcel is letterbox size.
Related articles:
→ How to configure Dynamic Checkout
→ How to add Dynamic Checkout rates