Shipping (Shopify)

shipping campaigns allow you to test and personalize shipping rates in your shopify store you can modify shipping method names, prices, descriptions, and conditions, then measure how these changes affect conversion rates and revenue there are two campaign modes shipping experiment a/b test different shipping configurations against the original rates to find the best performing setup shipping personalization show different shipping options to specific visitor segments based on targeting rules how it works selecting shipping profiles choose which shopify shipping profiles and zones to include in the campaign each zone represents a geographic region with its own set of shipping methods selecting shipping rates pick the specific shipping methods you want to test within the selected zones only methods with fixed prices can be modified; carrier calculated rates cannot be changed configuring variations adjust shipping method names, prices, descriptions, and conditions for each variation for experiments, the control group sees the original shipping rates while other variations see the modified rates activating the campaign once activated, personizely registers a carrier service with shopify that serves the modified shipping rates at checkout the original shipping methods are temporarily deactivated and replaced by rates defined in your campaign deactivating the campaign when the campaign is deactivated (manually or by disconnecting the shopify integration), the original shipping methods are restored automatically configuration shipping profiles and zones in the first step of the wizard, you see all your shopify shipping profiles with their zones each profile shows profile name e g , "general shipping rates" number of products covered by the profile origin locations the profile ships from zones geographic regions with the countries they include select the zones you want to include in the campaign you can select zones from multiple profiles shipping rates after selecting zones, a table displays all available shipping methods for each zone each method shows name the shipping method name as it appears at checkout conditions weight or price based conditions, if any (e g , "when cart weight is 5 10 kg") price the current shipping rate price, or "carrier calculated" for third party rates select the methods you want to test carrier calculated methods are shown for reference but cannot be modified variations for experiments, the first variation is the control visitors in this group see the original shipping rates additional variations contain the modified shipping configuration for each variation, you can edit shipping methods within the selected profiles and zones when editing a shipping method, you can adjust name the method name displayed at checkout (max 25 characters) description additional text shown below the method name (max 50 characters) price the shipping cost setting it to 0 displays as "free" conditions optional rules that determine when the method is available based on order price set a minimum and/or maximum cart total based on cart weight set a minimum and/or maximum cart weight in kilograms you can also add entirely new shipping rates to a variation that do not exist in the original configuration traffic allocation traffic percentage control what share of visitors enters the campaign (default 100%) variation split for experiments, distribute traffic between control and variation groups control group for personalizations, define what percentage of the target audience sees the original rates (default 25%) examples basic example suppose your shopify store has the following shipping methods for the "united states" zone method conditions price standard shipping $7 99 express shipping $14 99 you create a shipping experiment with one variation where you change the prices method conditions price standard shipping $4 99 express shipping $9 99 when a visitor from the us reaches checkout control group sees the original rates standard shipping at $7 99 and express shipping at $14 99 variation group sees the modified rates standard shipping at $4 99 and express shipping at $9 99 free shipping threshold you can use conditions to offer free shipping above a certain cart total starting with method conditions price standard shipping $5 99 in the variation, you replace it with two methods method conditions price standard shipping order price is not greater than $50 $5 99 free standard shipping order price is at least $50 free when a visitor in the variation group reaches checkout cart total $30 sees "standard shipping" at $5 99 cart total $75 sees "free standard shipping" at $0 00 (displayed as "free") visitors in the control group always see the original "standard shipping" at $5 99 regardless of cart total weight based conditions you can set up different prices based on cart weight for example, in your variation method conditions price light parcel cart weight is not greater than 5 kg $3 99 standard parcel cart weight is 5 20 kg $8 99 heavy parcel cart weight is at least 20 kg $15 99 when a visitor in the variation group has a cart weighing 12 kg, they see "standard parcel" at $8 99 a cart weighing 2 kg shows "light parcel" at $3 99 multiple zones if your campaign includes multiple zones (e g , "united states" and "europe"), each zone is evaluated independently a visitor shipping to germany only sees rates from the "europe" zone, while a visitor shipping to new york only sees rates from the "united states" zone you can configure completely different rate structures for each zone within the same campaign cart progress widget the cart progress element can be added to any personizely widget (popup, bar, embedded element, etc ) to motivate customers to spend more in order to qualify for free shipping linking to a shipping campaign the cart progress element has a source setting with two options custom manually enter the free shipping threshold amount shipping campaign automatically pull the threshold from your active shipping campaign if your campaign defines a free shipping rate with a condition like "order price is at least $50", the widget automatically uses $50 as the threshold this keeps the widget in sync with your shipping campaign when you change the free shipping threshold in the campaign, the widget updates automatically updating shipping text on the storefront shipping campaigns modify rates at checkout, but your storefront may also display shipping related text in other places for example, promotional banners like "free shipping on orders over $50" or shipping info blocks on product pages to keep these consistent with your campaign variations, use the edit in builder button available in the campaign editor this opens the visual builder where you can select and replace any text on your storefront pages for example, if your variation offers free shipping above $75 instead of $50, you can update the banner text to match each variation can have its own set of storefront text changes, so the control group sees the original text while variation visitors see the updated messaging important warnings deactivate the campaign before uninstalling the app when you uninstall the personizely app from shopify (or disconnect the shopify integration), the system attempts to restore original shipping methods automatically however, to ensure that all original methods are fully restored, we strongly recommend manually deactivating the shipping campaign first and verifying that the original rates have reappeared in your shopify shipping settings before disconnecting only one active campaign at a time you cannot run multiple shipping campaigns simultaneously if you already have an active shipping experiment or personalization, you must deactivate it before creating a new one test with a real checkout since shipping rates are served dynamically by personizely at checkout, the only way to verify the campaign is working correctly is to go through the actual checkout flow preview mode does not apply to shipping campaigns limitations only one shipping campaign (experiment or personalization) can be active at a time carrier calculated shipping methods cannot be modified shipping campaigns require the shopify integration to be connected updated february 2025