Create A Scenario

Scenarios let you control how shipping rates are displayed by using conditions to determine which shipping methods appear to customers at checkout.

 

 

How It Works

Scenarios are the foundation of Intuitive Shipping.

A Scenario is a set of conditions that determines when shipping rates appear at checkout. With over 40 condition types available, you have full control over how and when rates are shown.

To use Intuitive Shipping, you need at least one Scenario, even if you’re not applying any conditions. Shipping methods are created and managed within Scenarios, so if no rules are needed, simply create a Scenario, skip the condition settings, save it, and add your shipping methods.

Scenarios also include advanced product filter settings that let you control which products are included in rate calculations. By default, these filters follow the Scenario’s product conditions, if any, but you can adjust them if needed.

 

 

Add A Scenario

1. Click Shipping on the sidebar menu, then select Scenarios from the drop-down list.

 

2. Click the Create scenario button.

 

 

General Settings

1. Enter a Scenario title.

 

2. Set the Scenario status.

You have three settings to choose from:

• Published - Shipping methods assigned to the Scenario will be displayed at checkout when conditions are satisfied. This is the default setting.
• Testing - Shipping methods assigned to the Scenario will be displayed at checkout when conditions are satisfied, only when using ‘Intuitive’ on the checkout page (see below).
• Archived - Scenario conditions are ignored and the shipping methods assigned to the Scenario will not display rates, even in Sandbox mode.

When using the 'Testing' setting:

• Shopify - Enter ‘Intuitive’ as either the customer’s first or last name.
• BigCommerce or Shopify B2B - Enter ‘Intuitive’ in the optional address field for ‘Apartment/ Suite/ Building’.

 

On the Scenarios page, coloured indicator dots are displayed beside each listed Scenario based on the current status setting.

• Published - green indicator
• Testing - purple indicator
• Archived - grey indicator

 

 

Conditions

Conditions are rules that determine when shipping methods assigned to the Scenario are displayed at checkout. They are not required. If your Scenario has no restrictions and you don't need to add conditions, skip ahead to Advanced Condition Settings. 

 

1. Set the Conditions toggle to Has restrictions. 

 

2. Select the Cart must match setting.

You have two settings to choose from:

• All conditions - All of the conditions being added in the following steps must be satisfied for shipping methods assigned to the Scenario to be displayed at checkout. This is the default setting.
• Any condition - At least one of the conditions being added in the following steps must be satisfied for shipping methods assigned to the Scenario to be displayed at checkout.

 

3. Select a condition type.

 

Condition types are grouped into categories:

• Product Conditions
• Customer Conditions
• Cart Conditions
• Filtered Cart Conditions
• Delivery Conditions
• Same Day Conditions
• Distance Origin Conditions
• Condition Groups

 

Product Conditions

Product conditions control when shipping methods assigned to the Scenario are displayed at checkout based on the products in the cart.

Conditions that look for a numerical value, such as quantity, price and volume, apply to each unique product in the cart. 

• Product tag (Shopify only) - Shipping methods are displayed based on the tags assigned to the product in Shopify. 

• Product vendor (Shopify only) - Shipping methods are displayed based on the vendor assigned to the product in Shopify.

• Product title - Shipping methods are displayed based on the product’s title (name).

• Product SKU - Shipping methods are displayed based on the SKU assigned to the product in your eCommerce platform.

• Product collection (Shopify only) - Shipping methods are displayed based on the collection the product belongs to in Shopify.

• Product category (BigCommerce only) - Shipping methods are displayed based on the category assigned to the product in BigCommerce.

• Product type (Shopify only) - Shipping methods are displayed based on the product type set in Shopify.

• Product property (Shopify only) - Shipping methods are displayed based on properties assigned to the product. Third-party Shopify apps can assign properties or attributes. Enter both the property key and value.

• Product quantity - Shipping methods are displayed based on the total quantity of each unique product in the cart.

• Product price - Shipping methods are displayed based on the price of each unique product in the cart.

• Product total - Shipping methods are displayed based on the subtotal of each unique product in the cart.

• Product weight - Shipping methods are displayed based on the combined weight of each unique product.

• Product volume - Shipping methods are displayed based on the combined volume of each unique product.

• Product length - Shipping methods are displayed based on the combined length of each unique product.

• Product width - Shipping methods are displayed based on the combined width of each unique product.

• Product height - Shipping methods are displayed based on the combined height of each unique product.

• Product packing method - Shipping methods are displayed based on the packing method assigned in Intuitive Shipping.

• Product free shipping - Shipping methods are displayed based on the product’s free shipping eligibility in Intuitive Shipping.

• Product has custom shipping - Shipping methods are displayed based on whether custom shipping costs are assigned in Intuitive Shipping.

• Product has pieces - Shipping methods are displayed based on whether the product has additional pieces assigned in Intuitive Shipping.

 

Customer Conditions

Customer conditions determine when shipping methods in a Scenario appear at checkout based on available customer information.

These conditions can use details entered during checkout, such as city or email address, as well as information stored in the customer’s profile, such as customer tags when supported by your eCommerce platform.

• Customer tag (Shopify only) - Shipping methods are displayed based on the tags assigned to the customer in Shopify. 

• Customer group (BigCommerce only) - Shipping methods are displayed based on the customer’s assigned group in BigCommerce.

• Postal or ZIP code - Shipping methods are displayed based on the postal or ZIP code entered at checkout.

• Street address - Shipping methods are displayed based on the street address entered at checkout.

• City - Shipping methods are displayed based on the city entered at checkout.

• Post office box - Shipping methods are displayed based on whether the address includes a PO Box.

• Company (Shopify only) - Shipping methods are displayed based on the company name entered at checkout.

• Customer name (Shopify only) - Shipping methods are displayed based on the first and last name entered at checkout.

• Email (Shopify only) - Shipping methods are displayed based on the customer’s email address in Shopify.

• Previous order count (Shopify only) - Shipping methods are displayed based on the total number of previous orders placed by the customer.

• Previous order total (Shopify only) - Shipping methods are displayed based on the customer’s total spend across previous orders

 

Cart Conditions

Cart conditions control when shipping methods assigned to a Scenario are displayed at checkout based on the combined contents of the cart.

• Cart quantity - Shipping methods are displayed based on the total quantity of all items in the cart.

• Cart total - Shipping methods are displayed based on the combined pre-tax subtotal of all items in the cart.

• Cart weight - Shipping methods are displayed based on the total weight of all items in the cart.

• Cart volume - Shipping methods are displayed based on the total dimensional volume of all items in the cart.

• Cart length - Shipping methods are displayed based on the combined length of all items in the cart.

• Cart width - Shipping methods are displayed based on the combined width of all items in the cart.

• Cart height - Shipping methods are displayed based on the combined height of all items in the cart.

 

Filtered Cart Conditions

Filtered cart conditions control when shipping methods in a Scenario are shown at checkout based on advanced product filtering settings and, typically, product conditions. They are useful when you want to calculate shipping rates based on the combined values of specific products, regardless of what else is in the cart.

For example, to offer free shipping when a customer orders at least 5 fragile items, you would add two conditions:

• A product condition where the product tag equals ‘fragile’

• A filtered cart condition where the quantity is greater than or equal to 5

You’ll also need to ensure that ‘Match product filters to conditions’ is selected in Advanced condition settings so that only products tagged ‘fragile’ are included in the calculation.

In the example above, free shipping will only be offered if the order includes at least 5 items tagged ‘fragile’, even if there are more than 5 total items in the cart.

Free shipping will not apply to fragile items if:

• The product condition ‘product tag equals fragile’ is missing. In this case, the filtered cart condition behaves like a standard cart condition and applies to the entire cart

• The product condition is included, but no product filters are set ('Match product filters to conditions' is not enabled and no other filters have been manually assigned)

Alternatively, you can use filtered cart conditions with manually assigned product filters instead of product conditions. For example, if you enable product filters in the Advanced condition settings section and add a filter for products tagged ‘fragile’, a product condition is not required. The filtered cart condition will apply directly to the defined product filter.

Keep in mind that filtered cart conditions can cause issues if not configured correctly. If you are using them with a product condition, make sure ‘Match product filters to conditions’ is selected. If no product filters are set, or if the correct filter hasn't been added, calculation errors may occur.

• Filtered cart quantity - Shipping methods are displayed based on the combined quantity of items that meet the product filtering settings in the same Scenario.

• Filtered cart total - Shipping methods are displayed based on the subtotal of items that meet the product filtering settings in the same Scenario.

• Filtered cart weight - Shipping methods are displayed based on the combined weight of items that meet the product filtering settings in the same Scenario.

• Filtered cart volume - Shipping methods are displayed based on the combined volume of items that meet the product filtering settings in the same Scenario.

• Filtered cart length - Shipping methods are displayed based on the combined length of items that meet the product filtering settings in the same Scenario.

• Filtered cart width - Shipping methods are displayed based on the combined width of items that meet the product filtering settings in the same Scenario.

• Filtered cart height - Shipping methods are displayed based on the combined height of items that meet the product filtering settings in the same Scenario.

 

Delivery Conditions

Delivery conditions control when shipping methods assigned to a Scenario are displayed at checkout based on the customer’s delivery preferences.

Except where noted, delivery conditions are intended for use with third-party delivery app integrations such as Store Pickup + Delivery and GiftShip.

• Delivery distance - Shipping methods are displayed based on the distance between your store location and the customer’s address. This condition requires a Google API account but does not require a third-party integration.

• Delivery day of the week (Shopify only) - Shipping methods are displayed based on the delivery day selected by the customer at checkout.

• Delivery date (Shopify only) - Shipping methods are displayed based on the delivery date selected at checkout.

• Delivery time (Shopify only) - Shipping methods are displayed based on the time of day selected at checkout.

• Delivery type (Shopify only) - Shipping methods are displayed based on the delivery type selected at checkout, such as ‘shipping’, ‘local delivery’, or ‘store pickup’.

• Days to delivery (Shopify only) - Shipping methods are displayed based on the number of days between the order date and the selected delivery date.

 

Same Day Conditions

Same day conditions control when shipping methods assigned to a Scenario are displayed at checkout based on the current day, date, or time when shipping is calculated.

• Current day of the week - Shipping methods are displayed based on the day of the week at the time of checkout.

• Current date - Shipping methods are displayed based on the date at the time of checkout.

• Current time - Shipping methods are displayed based on the time of day at the moment of checkout.

 

Distance Origin Conditions

Distance origin conditions control when shipping methods assigned to a Scenario are displayed at checkout based on the origin address provided by your eCommerce platform.

• Origin postal or ZIP code - Shipping methods are displayed based on the origin postal or ZIP code passed at checkout.

For example, if you store inventory at both your main location and a supplier’s warehouse, you can use this condition to adjust available shipping methods. When inventory is available at your main location, you might offer local delivery. When it is fulfilled from your supplier, you can switch to standard shipping options.

 

Condition Groups

Condition groups control when shipping methods assigned to a Scenario are displayed at checkout based on the selected group.

Condition groups are created elsewhere in the app and cannot be created from the Scenario page. Once created, they will appear at the bottom of the condition type drop-down list.

 

4. Select a condition operator.

You have up to eight settings to choose from. The list of available options depends on the condition type selected in the previous step.

• Equals - The value at checkout must exactly match the condition value you enter in the next step.

• Does not equal - The value at checkout must not match the condition value you enter in the next step.

• Contains - The value at checkout must include the condition value you enter in the next step.

• Does not contain - The value at checkout must not include the condition value you enter in the next step.

• Greater than - The value at checkout must be greater than the condition value you enter in the next step.

• Greater than or equals - The value at checkout must be greater than or equal to the condition value you enter in the next step.

• Less than - The value at checkout must be less than the condition value you enter in the next step.

• Less than or equals - The value at checkout must be less than or equal to the condition value you enter in the next step.

• Starts with - The value at checkout must begin with the condition value you enter in the next step.

• Ends with - The value at checkout must end with the condition value you enter in the next step.

 

5. Enter the condition value. Some condition types require you to manually enter a value, such as text or numbers like ‘fragile’ or ‘12’. Others require you to select one or more options from a list, such as ‘Current day of the week’.

 

6. To add more conditions, click the Add condition button, then repeat Steps 3 to 5 for each additional condition.

 

If you added any product conditions in the previous steps, an additional setting will appear below the value field - continue to Step 7. If no product conditions were added to the Scenario, this field will not be displayed and you can skip ahead to learn how to remove conditions.

 

For product conditions:

7. Select the product setting.

You have three settings to choose from:

• Any product - At least one product in the cart must satisfy the product condition. This is the default setting.

• All products - Every product in the cart must satisfy the product condition.

• No products - None of the products in the cart can satisfy the product condition.

For example, if your product condition requires the product tag to equal ‘fragile’ and you select All products, every item in the cart must have the ‘fragile’ tag for the condition to pass. If even one product does not have the tag, the condition will fail and the shipping methods will not appear at checkout.

If you select Any product, only one item in the cart needs to have the ‘fragile’ tag for the condition to pass.

If you select No products, there must be no items in the cart with the ‘fragile’ tag for the condition to be satisfied.

 

8. Click the trash can icon next to a condition if you want to remove it.

 

Advanced Condition Settings

Advanced settings are available for products with custom shipping charges and product filtering.

• Products with custom shipping charges can be included in or excluded from the conditions check. This setting is ignored if no products have custom shipping charges.

• Product filtering determines which products are included in the rate calculation, regardless of any product conditions in the Scenario. By default, filtering matches the product conditions. You only need to change this if you want to remove filtering or add other filters manually.

 

To access these advanced settings:

1. Click Show advanced condition settings.

 

Products With Custom Shipping

If your products use custom shipping charges, you can choose whether to include or exclude them from the rate calculation. If none of your products use custom shipping charges, this setting is not required and you can skip ahead to Product Filtering.

 

For products with custom shipping charges:

1. Choose how products with custom shipping charges in the product settings are handled during the conditions check.

You have two settings to choose from:

• Include in conditions check - All products with custom shipping charges are included in the condition check. For example, if your Scenario includes a cart condition such as ‘Quantity is greater than or equal to 10’, these products will count toward that total. This is the default setting.

• Exclude from conditions check - Products with custom shipping charges are excluded from the condition check. Using the same example, these products will not count toward the minimum quantity of 10.

 

Product Filtering

Each Scenario includes advanced product filter settings that let you control which products are included in shipping rate calculations. In most cases, product filtering will match the product conditions. This is the default setting, so no changes are needed unless you want to apply custom filters or remove filtering.

For example, if you have two product conditions:

• Product tag must equal ‘fragile’

• Product weight must be less than or equal to 5 lbs

When the product filter setting is set to ‘Match product filters to conditions’, the shipping method will calculate rates using only products that meet both conditions, even if other items are in the cart.

 

If you want to change how product filtering is applied:

1. Remove the checkmark from the box next to 'Match product filters to conditions'.

An additional section for Product filters will appear below the Conditions settings.

 

When the 'Match' setting is disabled, no product filters are applied to the Scenario by default.

This means every product in the cart will be included in the rate calculations performed by the shipping methods assigned to the Scenario, regardless of any product conditions set in the Scenario.

To add custom product filters:

2. Set the product filters toggle the Has product filters.

 

3. Select the Products must match setting.

You have two settings to choose from:

• All filters - All of the filters being added in the following steps must be satisfied for shipping methods assigned to the Scenario to include products in the rate calculation. This is the default setting.
• Any filter - At least one of the filters being added in the following steps must be satisfied for shipping methods assigned to the Scenario to include products in the rate calculation.

 

4. Select a product filter type.

• Tag (Shopify only) - Products are filtered based on the tags assigned in Shopify.

• Vendor (Shopify only) - Products are filtered based on the vendor assigned in Shopify.

• Title - Products are filtered based on the product title (name).

• SKU - Products are filtered based on the SKU assigned to the product.

• Collection (Shopify only) - Products are filtered based on the collection assigned in Shopify.

• Type (Shopify only) - Products are filtered based on the product type set in Shopify.

• Category (BigCommerce only) - Products are filtered based on the category assigned in BigCommerce.

• Fulfillment service (Shopify only) - Products are filtered based on the fulfillment service assigned in Shopify. This is a legacy Shopify feature and may not be available on all stores.

• Property (Shopify only) - Products are filtered based on product properties or attributes. Third-party apps can assign these values. Enter both the property key and value.

• Quantity - Products are filtered based on the quantity of each unique product.

• Price - Products are filtered based on the price of each unique product.

• Total - Products are filtered based on the subtotal of each unique product.

• Weight - Products are filtered based on the combined weight of each unique product.

• Volume - Products are filtered based on the combined volume of each unique product.

• Length - Products are filtered based on the combined length of each unique product.

• Width - Products are filtered based on the combined width of each unique product.

• Height - Products are filtered based on the combined height of each unique product.

• Packing method - Products are filtered based on the packing method assigned in Intuitive Shipping.

• Free shipping - Products are filtered based on their free shipping eligibility in Intuitive Shipping.

• Has custom shipping - Products are filtered based on whether custom shipping costs are assigned in Intuitive Shipping.

• Has pieces - Products are filtered based on whether additional pieces are assigned in Intuitive Shipping.

 

5. Select a product filter operator.

You have eight settings to choose from. The list of available options depends on the product filter type selected in the previous step.

• Equals - The product value at checkout must exactly match the filter value you enter in the next step.

• Does not equal - The product value at checkout must not match the filter value you enter in the next step.

• Contains - The product value at checkout must include the filter value you enter in the next step.

• Does not contain - The product value at checkout must not include the filter value you enter in the next step.

• Greater than - The product value at checkout must be greater than the filter value you enter in the next step.

• Greater than or equals - The product value at checkout must be greater than or equal to the filter value you enter in the next step.

• Less than - The product value at checkout must be less than the filter value you enter in the next step.

• Less than or equals - The product value at checkout must be less than or equal to the filter value you enter in the next step.

• Starts with - The product value at checkout must begin with the filter value you enter in the next step.

• Ends with - The product value at checkout must end with the filter value you enter in the next step.

 

6. Enter the product filter value. Some filter types require you to manually enter a value, such as text or numbers like ‘fragile’ or ‘12’. Other filter types require you to select one or more options from a list, such as ‘qualifies for free shipping’.

 

7. Click the Add filter button to add more product filters, then repeat steps 4-6 for each additional product filter.

 

8. Click the trash can icon next to a filter if you want to remove it.

 

Advanced Product Filter Settings

An advanced setting is available for filtering products with custom shipping charges. If your products use custom shipping charges, you can choose whether to include or exclude them from the rate calculation. If none of your products use custom shipping charges, this setting is not required and you can skip ahead Save Your Settings.

 

1. Click Show advanced product filter settings.

 

2. Select whether products with custom shipping charges should be included or excluded in the rate calculation.

You have two settings to choose from:

• Include in shipping calculation - All products with custom shipping charges are included in the rate calculation. For example, when using a quantity-based shipping method, these products will count toward the quantity used to determine the cost. When using a weight-based shipping method, they will count toward the total weight. This is the default setting.

• Exclude from shipping calculation - All products with custom shipping charges are excluded from the rate calculation. Using the same examples, these products will not count toward the quantity or weight used to determine the cost.

When using parcel service, freight service, or integrated service shipping methods that calculate carrier rates, products with custom shipping charges can be included in or excluded from the calculation based on this setting.

For example, if you select 'Exclude from shipping calculation', products with custom shipping charges will not be included in the total weight used for the carrier’s rate calculation.

 

Save Your Settings

1. Click the Save button to save your new Scenario.

 

 

What's Next:

• Create a custom service shipping method (custom rates, free shipping)
• Create a parcel service shipping method (carrier rates)
• Create an integrated service shipping method (subscription-based rates)

 

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