How to configure Dynamic Checkout

Purpose: In this article, we explain how to create and publish a configuration for Dynamic Checkout.  You can learn more about Dynamic Checkout here.

Create a Dynamic Checkout configuration

There are five steps involved in setting up Dynamic Checkout:

1. Install the checkout feature for WooCommerce or Magento V2.4
2. Create a delivery zone 
3. Set up your shipping methods
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 Dynamic Checkout tab at the top of your Sendcloud panel.  

Step 1: Delivery zones

It’s time to configure Dynamic 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 Dynamic 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 select any of the available 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.

Step 2: Choose your delivery methods

Select one of the guides below to get started:

Service point delivery
Deliver to a service point in the customer's area
Essential

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 delivery methods, it's time to publish your checkout, so that it's live on your webpage for your customers. You can edit, delete and publish your checkout configurations directly from the Dynamic Checkout tab in your Sendcloud panel. 

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 Dynamic Checkout troubleshooting article for your integration type: 

→ Checkout feature FAQ's & Troubleshooting for WooCommerce

→ Checkout feature FAQ's & Troubleshooting Magento v2.4