Automatically applying free shipping based on Shopify’s shipping rates threshold in Customer Portal
When customers edit their orders, Customer Portal can automatically update shipping rates to match your Shopify free shipping thresholds. This ensures customers always get the right shipping rate based on their updated order total. This feature is disabled by default.
For example, If you offer free shipping on orders over $50 in your shipping zones, and a customer with a $45 order adds $10 worth of items during an edit, free shipping is applied automatically.
Requirements
- Ensure that your store has a free shipping threshold set up in Shopify Shipping settings, using Shopify's native shipping rates (for example, “Free shipping on orders over $50”).
- Your free shipping rule is based on order value thresholds, not free shipping discount codes.
Automatically apply free shipping based on shipping rate threshold
Steps
- From your Shopify admin, go to Apps > Cleverific Order Editor.
- Click Customer Portal.
- In your Customer Portal settings, navigate to the Discounts section and enable Automatically apply free shipping when order meets shipping rate threshold
- Click Save in the top bar.
Grant permissions
To authorize Cleverific to read your discount setup, you need to grant permissions to do so. As soon as you first click to enable this setting, a pop-up should appear for you to update the permissions:
The staff member logging in needs the "Manage and install apps and channels" permission enabled in Shopify Admin (Settings → Users and permissions)
A couple of things worth knowing:
- The store owner always has this permission by default.
- For staff or collaborator accounts, it needs to be explicitly enabled. It controls app installation and approval of app charges, so approving new access scopes falls under it.
- Without it, the permission modal can't be completed, and the feature will remain inaccessible until someone with the right permission approves it.
How it works in Customer Portal
You can find below the expected behavior for different scenarios and edits made in Customer Portal.
| Scenario | What happens |
|---|---|
| Customer adds items and reaches the free shipping threshold (e.g., order goes from $45 to $55 with $50 threshold) | Free shipping is automatically applied. |
| Customer removes items and falls below the threshold (e.g., order drops from $55 to $40) | The cheapest available paid shipping rate is applied. |
| Order total stays above the threshold after edits | Free shipping remains unchanged. |
| Order total stays below the threshold after edits | Paid shipping remains unchanged. |
| Customer edits a partially fulfilled order | No shipping changes are applied. |
| Store has no free shipping thresholds configured in Shopify | No shipping adjustments occur during edits. |
Key limitations
For partially fulfilled orders, shipping costs remain unchanged when customers make edits.
If any questions come up during your testing, please don't hesitate to reach out to support@cleverific.com.