nShift Checkout is the new checkout product that works with all nShift book and print platforms. It has a new and improved user interface, so even though you will have to configure everything in the new interface during the migration, it will be much easier to maintain your configuration in the future.
Existing customers who migrate from Delivery Checkout to nShift Checkout should follow these steps:
- Set up an nShift Checkout account
-
Set up your nShift Checkout configuration
A. Add a sender
B. Create a new Checkout configuration
C. Add delivery options
D. Enable parameters
D. Add conditions in the Rule engine
E. Categories, Custom addons and PUDO Points - Change your integration
1. Set up an nShift Checkout account
Contact customer service if you are interested in migrating from Delivery Checkout to nShift Checkout. They will set up an account for you in nShift Portal and activate access to nShift Checkout. We are moving towards one user account to sign into all nShift products and nShift Portal will be the entry to the new nShift Checkout.
2. Set up your nShift Checkout configuration
Once you have access to nShift Checkout, you can begin to set up your configuration. (For customers with a very complex setup with many conditions and functions, we recommend getting help from a technical consultant from nShift).
Log into nShift Portal and choose Checkout by clicking the 9-squares-icon in the top right corner.
Once logged in, follow the steps below to set up your new Checkout:
A. Add a sender
Start by adding a sender by going to Senders in the top menu. Add as many senders as you have in your old Delivery Checkout setup. Find detailed instructions here: Add a sender.
B. Create a new Checkout configuration
Go to Checkout configuration in the top menu and click Create new checkout. Configure all the basic settings and fill in the fields with information that corresponds to your previous setup.
For more detailed instructions, see: Basic settings.
C. Add delivery options
Add the same delivery options you had in your old Delivery Checkout. This is done under Delivery options in the left side menu. Click Add delivery option and specify the information needed for each delivery option.
In Delivery Checkout, conditions could be specified under each delivery option. In nShift Checkout, all conditions are specified in the Rule engine so any conditions you had under each delivery option can be ignored while adding the delivery options.
For more detailed instructions, see: Adding delivery options.
D. Enable parameters
Some parameters are activated by default but you may need to activate additional predefined parameters or create custom parameters before you can set up conditions.
Go to Parameters in the menu on the left side. Open the drop-down list and see if there are any parameters you need to obtain the behavior you want in your Checkout, e.g. if you want to set up rules based on the value in your shopping cart you need the parameter cart_price.
For more information on Parameters, see: Enable parameters
E. Add conditions in the Rule engine
The Rule engine collects all conditions in one place. In Delivery Checkout, you might have conditions specified on many levels like the delivery options, badges, fields, addons, etc. While part of the old conditions can be copied, we highly recommend using the new user-friendly Rule engine to set up your conditions from scratch. This will familiarize you with the interface and optimize your setup for the future.
Since all Delivery Checkout configurations are different, we will provide some examples of the most commonly used rules and how to set these up in the Rule engine.
Example 1:
You want to offer free shipping on orders of at least 50 EUR. If the shopping cart is less than 50 EUR, a text saying how much more the customer needs to add to get free shipping should be displayed.
This is set up by creating two rules.
Conditions: If cart_price is less than 50
Actions: Set text Delivery Option -> Shop for an additional {50-cart_price} EUR and receive free shipping
Conditions: If cart_price is greater than or equal to 50
Actions: Set price Delivery Option
Example 2:
You have a loyalty program on your website and want to offer a free delivery option to VIP customers.
We have created a boolean custom parameter called "vip" for this rule. This will be set to true if a customer is registered with the loyalty program.
Conditions: IF vip is equal to True
Actions: Set price Delivery Option 0 EUR
Example 3:
You are running a New Year's campaign and offer free shipping on all orders made on December 31. A campaign text on the free delivery option should also be displayed on this date.
Conditions: If date is equal to 24-12-31
Actions: Set price Delivery option -> 0 EUR. Set text Delivery option - > Field 1
Example 4:
You have a carrier that only delivers in the Copenhagen area so that delivery option should only be shown if the receiver country is Denmark and the postcode range is 1000-2800.
Conditions: If to_country is not equal to Denmark
Actions Set enabled Delivery Option -> False
Conditions: If to_postal_code is less than 1000 Or to_postal_code is greater than 2800
Actions: Set enabled Delivery Option -> False
Example 5:
You have a delivery option that should only be available for orders to Sweden and should not show if the parcel's weight exceeds 20 kg.
Conditions: If weight_kg is greater than or equal to 20 and to_country is not equal to Sweden
Actions: Set enabled Delivery Option -> False.
F. Categories, Custom addons and PUDO points
Categories, Custom addons and PUDO points may be relevant to your setup.
Using Categories, you can limit the number of delivery options shown in your Checkout. This is useful if you have many delivery choices but only want to show certain ones to specific groups of customers.
Read more about Categories here.
Custom addons are used to add additional options not specific to a delivery option. An example could be the option to choose "Gift wrapping".
Read more about Custom addons here.
Custom agents are called PUDO points in nShift Checkout. PUDO points are your custom pick-up and drop-off places like your own physical stores. This feature is currently under development and will be available soon.
3. Change your integration
When migrating to nShift Checkout, you need to change your integration. Please contact your partner for more information if you use a partner integration.
Are you building the integration yourself? Please see our API documentation for more information: Getting started with nShift Checkout API