Automatically applying free shipping based on discounts in Customer Portal
Updated 2 months ago
When customers edit their orders, Customer Portal can automatically apply free shipping based on your Shopify discount settings. This ensures customers receive free shipping when they meet your discount requirements, whether through automatic discounts or discount codes. This feature is disabled by default.
For example: If you have an automatic discount that offers free shipping on orders over $50, and a customer with a $45 order adds $10 worth of items during an edit, free shipping is applied automatically.
Automatically apply Shopify free shipping discounts after order edits
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 Shopify free shipping discounts after order edits
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 meets an automatic free shipping discount threshold | Free shipping is automatically applied. |
Customer removes items and falls below the discount threshold | The cheapest available paid shipping rate is applied. |
Order has a discount code for free shipping applied | Free shipping remains applied during the edit. |
Order does NOT have a free shipping discount code | Free shipping is not applied, even if the order total is high. |
Customer is eligible for a customer-specific automatic free shipping discount | Free shipping is applied for eligible customers only. |
Order shipping address matches discount geographic restrictions | Free shipping is applied only if the address qualifies. |
Multiple free shipping discounts are available | The discount with priority (based on Shopify's discount rules) is applied. |
Discount has date-based validity and is not yet active | Free shipping is not applied until the discount start date. |
Order meets minimum quantity requirements for free shipping discount | Free shipping is applied when quantity threshold is reached. |
Customer edits a partially fulfilled order | Free shipping logic is skipped entirely. |
Key limitation
Code-based discounts only apply if the original order had the discount code applied at checkout.
If any questions come up during your testing, please don't hesitate to reach out to [email protected].