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Automation Rules
Automation removes the need to perform manual, repetitive tasks by automating your shipping process and workflows. You can use these to set predefined rules that assign your preferred carrier for particular types of shipments.
Many of our integrations work in conjunction with automation rules to create your shipping labels so it’s important to know how to set standard and conditional rules for each of your
Once this is set up correctly, you will be able to sync your shipments and create labels in just a few clicks.
📘 How to create automation rules
With Automation rules from MyParcel.com, you can configure powerful automation rules to handle either simple or even the most complex shipping scenarios.
There are two types of rules that you can create;
Standard: If destination is X then use carrier Y.
Conditional: If value is less than or equal to A and weight is B then select carrier C for destinations AU, CA, DE, ES & NL
How to create a standard shipping rule
From the shipments overview, select the cog icon towards the top right hand side.
Click Automation Rules on the left hand side.
If you have multiple shops ensure the correct shop is selected that you want to create the rule for.
Click New automation rule.
Next, enter the country or countries that this rule will apply to and click next.
Choose on the preferred carrier & service, then click continue.
Give the rule a name check the Conditions & Actions are correct.
Activate the toggle and click Save.
Your new automation rule is now visible in the rule overview
With the MyParcel.com rule builder, you can configure powerful automation rules to handle even the most simple shipping scenarios.
Select the cog icon towards the top right of your shipment overview.
2. Now select Automation Rules on the left hand side.
3. If you have multiple shops ensure the correct shop is selected that you want to create the rule for.
4. Click New automation rule.
5. Select the country or countries that this rule will apply to
6. Once selected click Next.
7. Click on the preferred carrier & service.
8. Click Continue.
9. Give the rule a name check the Conditions & Actions are correct.
10. Activate the toggle and click Save.
If any section needs editing click on the blue Edit link next to each heading
11. Your new automation rule is now visible in the rule overview
Automation rules can be switched on, off, edited or deleted as needed in the rule overview
How to create conditional shipping rules
From the shipments overview, select the cog icon towards the top right hand side.
Click Automation Rules on the left hand side.
If you have multiple shops ensure the correct shop is selected that you want to create the rule for.
Click New automation rule.
Next, enter the country or countries that this rule will apply to and click next.
Choose on the preferred carrier & service, then click continue.
Select Add condition - This will open up a new section.
Now select the condition that you want to add to the attribute that you chose in the last step.
Give the rule a name check the Conditions & Actions are correct.
Activate the toggle and click Save.
Your new automation rule is now visible in the rule overview
1. Select the cog icon towards the top right of your shipment overview.
2. Now select Automation Rules on the left hand side.
3. If you have multiple shops ensure the correct shop is selected.
4. Click New automation Rule.
5. Select the country or countries that this rule will apply to
Each carrier has their own service offering which can differ per country meaning the more countries added to a rule there’s a possibility that you will see fewer services available in the next step
6. Followed by Add condition - This will open up a new section.
7. Select an attribute from the list.
8. Now select the condition that you want to add to the attribute that you chose in the last step.
9. Followed by the deciding value of the attribute.
10. Click Next.
11. Click on the preferred carrier & service.
12. Click Continue.
13. Give the rule a name and check the details.
14. Activate the toggle and click Save.
15. The automation rule is now visible in your overview.
Automation Rules Tips & Tricks
🌟 When setting your automation rules, you can change the order so that the system will always consider the rule at the top of your list first.
🌟 Weight - add weight to your rule to assign a carrier based on the total weight of a the shipment.
🌟 Value - add a unique value to your rules to assign a carrier based on the max value, the combined total value of all items within a single shipment.
🌟 Complex combinations are also possible, when setting automation rules. For example - with weight and value
If one rule has a weight or value with attributes less than or equal to set up for a carrier, then you will need another rule with the condition is greater than for the same carrier for shipments higher than this weight or value
If a rule is set with a weight that is less than or equal to 1 kg but you do not have a rule in place for over 1 kg then any shipments you process over 1 kg will not get a carrier & service assigned
🌟 Tags - using Tags provides the platform with extra data that is used to filter the rules assigned to a shipment. These are typically used in e-commerce platforms, where you can specify the carrier chosen at the point of sale and design a rule based on this.
Tags will also work when using the .csv upload in the client portal. You can export all data including tags from marketplaces and e-commerce platforms.
If you do not have an active rule for a shipment, you will not be able to create a shipping label. All shipments require a carrier and service to be assigned prior to generating labels.