How to configure your Checkout

Purpose: In this article we explain how to create and publish a configuration for the Sendcloud Checkout feature.  You can learn more about the checkout feature here. 

Related articles:

→ The Checkout feature

Create a Checkout configuration

There are five steps involved in setting up your Checkout page:

1. Install the checkout feature for WooCommerce
2. Create a delivery zone 
3. Set up your shipping methods (Standard, Same day or Nominated day)
4. Publish your checkout 
5. Add pricing

This article will cover how to create a delivery zone and publish a checkout configuration. From this point, you can proceed to set up your desired shipping methods and add pricing. 

You can begin by clicking the Checkout tab at the top of your Sendcloud panel.  

Step 1: Delivery zones

It’s time to configure your checkout by creating 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. For example, if you create a delivery zone for Germany, any customer who inputs a German delivery address when placing their order will see the delivery methods you configured for that specific zone. 

While you're editing your delivery zone, all the changes you make will be automatically saved as draft until you're ready to publish your checkout. 

How to set up a delivery zone:

1. Login to your Sendcloud panel
2. Navigate to the Checkout tab
3. Your integration should appear under the section Not configured
4. Click theConfigure button
5. Click the New delivery zone button 
6. Choose the country of delivery* for which you want to set up a delivery zone from the drop down menu
7. Click Save

Once you've created a delivery zone, you can 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 choose from any of the three 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 Checkout tab.

Step 2: Choose your delivery methods

Select one of the guides below to get started:

Standard delivery
Set up next day, standard & international deliveries
Small Shop

Same day delivery
Offer same day delivery before a chosen cut-off time
Large Shop

Nominated day delivery
Let your buyer choose the delivery date
Business

Publish, edit or delete a configuration

If you've set up your Standard, Nominated or Same day shipping options, it's time to publish your checkout so it's live on your webpage for your customers. You can edit, delete and publish your checkout configurations directly from the Checkout tab in your Sendcloud panel. 

To publish your checkout 

• When you’re ready to publish your checkout, click thePublish button at the top of the page. Don’t forget that you’ll still need to add pricing to the delivery methods you just created. 

To edit or delete your delivery methods:

• In the configuration page, click >next to your delivery zone to see your delivery methods
• Next to the delivery method, you want to edit or delete, click ⋮ to open the menu

Troubleshooting

If you've published your checkout but it's not appearing correctly, or at all, in your checkout environment, check the checkout feature troubleshooting article for your integration type: 

→ Checkout feature FAQ's & Troubleshooting for WooCommerce

→ Checkout feature FAQ's & Troubleshooting Magento v2.4 (coming soon)