Shipping setup guide: Shopify Checkout Integration
- Before you start
- Configure your shipping in Shopify
- Set up shipping in Recharge
- Step 1 - Choose dynamic rates or to retain shipping rates
- Step 2 - Configure shipping fallback rates
- Modifying priced-based shipping in Recharge
- Migrated orders
- Shipping rates with multiple subscription frequencies
- Support
When using Shopify Checkout Integration, shipping rates are set up and managed by default in Shopify. Alternatively, you can use Shopify Shipping Profiles to set separate rates for subscriptions in Recharge, create custom rates, and use conditional logic. See Enable the feature for how to use it.
This guide explains how to configure shipping for Shopify Checkout Integration merchants. Contact Shopify support directly for shipping questions or setup issues related to Shopify, or see Shopify’s shipping guides.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
If you use the Recharge Checkout on BigCommerce, refer to Configuring shipping settings.
Before you start
- If you've migrated to Shopify Checkout Integration, your setup might still allow Recharge shipping rates for recurring orders. Refer to Shopify Checkout Integration technical details and requirements for more information.
- Contact Shopify for any shipping issues or troubleshooting unrelated to Recharge’s Shopify Shipping Profiles or if the subscription is retaining rates from the original Shopify checkout.
- If your store uses the retain rates feature for recurring orders, Recharge is set to use the initial checkout's shipping rates, rather than updating them dynamically from Shopify.
Configuring your shipping in Shopify
Shopify Checkout Integration merchants control shipping rates from the Shopify Admin. It is not controlled from Recharge.
Recharge recommends using one of the following shipping settings in Shopify:
- Weight-Based Rates: Utilize these for both one-time and subscription products. If you want different rates for subscriptions, refer to Recharge's Shopify shipping profiles.
- Price-Based Rates: Set minimum and maximum cart values for flat-rate shipping. Ensure rates reflect actual customer prices, including discounts. Refer to Shopify’s Shipping rates documentation for configuration details.
Set up shipping in Recharge
Recurring orders in Recharge have two options for Shipping rates. The way retain rates work differ depending on the platform you are using.
Shopify Checkout Integration
- Dynamically recalculate rates for future orders: Recharge recalculates the shipping rate for every future recurring order and applies the lowest available shipping rate.
-
Retain original shipping rate for future orders: Reflects the shipping rate applicable to subscription items in your checkout order. If a customer's cart contains both one-time and subscription items during checkout, Recharge retrieves the shipping rate specifically for the customers subscription items from Shopify. This subscription rate will be stored if the rate matches or is lower than the shipping rate initially received by the customer at checkout. However, if the rate retrieved from Shopify for subscription items exceeds the original checkout rate, the original checkout rate will be retained.
- For example, the following scenario may happen if a customer meets a price threshold that offers free shipping with their mixed cart, but do not meet it with their subscription items alone.
- A customer completes checkout with a mixed cart containing both subscription and one-time items, and they are charged $0 for shipping during checkout. We subsequently check with Shopify for the shipping rates applicable to subscription items, and it returns a rate of $5. We retain the initially applied $0 checkout rate.
Other platforms
- Dynamically recalculate rates for future orders: Recharge recalculates the shipping rate for every future recurring order and applies the lowest available shipping rate.
- Retain original shipping rate for future orders: Conserves the shipping rate from checkout. If there are no rates from the checkout, the shipping rate uses the dynamic rates instead. The retained rate will be the lowest priced rate on the first order, including one-time products.
You can refer to the following steps to set up shipping in Recharge.
Step 1 - Choose dynamic rates or to retain shipping rates
To set your recurring shipping rate method:
- Click Settings and select Shipping in the merchant portal.
- Confirm that your “Charge shipping” setting is set to Charge shipping.
- Under “Recurring shipping rates”, click the dropdown and select either Retain original shipping rate for future orders or Dynamically recalculate rates for future orders based on your requirements.
- Click Save.
Step 2 - Configure shipping fallback rates
Recharge’s shipping fallback rates allow you to configure your store’s fallback rates in the rare case that rates from Shopify cannot be fetched. When no fallback rates are configured:
- If the store’s setting was previously configured to ‘Process orders if no matching shipping rate is found’, the order will be processed.
- If the store’s setting was previously configured to ‘Display an error if no matching shipping rate is found’, the customer will receive an error.
To configure fallback rates:
- Click Settings and select Shipping in the merchant portal.
- In the Advanced settings section under “Fallback rates”, click Edit fallback rates.
- Shipping zones and rates can be manually created or imported from Shopify, and can be edited afterwards if needed.
Manually add rates
- Click + Add shipping zone if you do not already have a zone created or imported.
- Add a zone name and click + Select countries to choose the countries to add to this shipping zone.
- Click + Add rates.
- Add a rate name and price.
- Click the checkbox for This rate has conditions if you want the rate to be available based on item weight or order price.
- Select Save rate to confirm your changes
Import Shopify rates
- Click Import Shopify rates.
- Select Confirm: import zones & rates to import your Shopify zones and rates.
Modifying priced-based shipping in Recharge
When you set up price-based rates in Shopify for recurring charges, they use the actual price paid by the customer during checkout, including any subscribe and save prices and price overrides. If you want to set a flat rate for recurring orders, you need to manually apply a rate to your customers in Recharge.
See Editing shipping rates for an existing subscription to:
Migrated orders
If a customer's subscription is created without a checkout order - for example, the customer was migrated to Recharge from another platform, or they were manually added - then the shipping rate defaults to dynamic. You can set manual overrides for these customers to configure their shipping rates, and leverage converse rates for new customers only.
Shipping rates with multiple subscription frequencies
The following video outlines how shipping rates behave when multiple subscription frequencies are in checkout. This behavior is a Shopify limitation and cannot be changed by Recharge.
Support
Refer to Shopify’s shipping guides or contact Shopify’s support directly for most issues or questions regarding shipping settings with the Shopify Checkout Integration.
For further information refer to shipping Troubleshooting and FAQs.