Shipping Overview

Prior to getting started, you will need to have the following:

• An active ClickFunnels 2.0 account.
• (optional) You may benefit from completing the module Introduction to ClickFunnels 2.0.

How can you automatically establish shipping rates for your expected audience and include them in sales calculations?  Using the shipping settings in your Settings within your ClickFunnels account, you can set up pre-set shipping.  This lets your customers know what they can expect to pay for your products, including shipping.  It can simplify your shipping fulfillment process by including your carrier’s rates.

Setting Up Your Shipping Settings

1. Select the Settings tab on the left-hand side of your screen.  The gear icon allows you to access your account settings.
   
   
   
   
2. In the Settings sub-menu, click on the Shipping tab.
3. You will now see the Shipping Dashboard.  It will be laid something like this:
   
   
   
   
1. This header indicates the rate affected by the Manage Rates button (b).  In this case, the entry pertains to all products not otherwise configured.  Unless changed, this defaults to 0%.
2. The Manage Rates button allows you to adjust the rates on a specific Shipping Rates listing.  In this case, the General Rates affect all products that do not have a specific set rate.
3. The Create Shipping Profile button allows you to create a new profile for a specific product or product.
4. Click on the Manage Rates button (b).  This will allow you to set up your general shipping rates.
5. You will now see the Rates Management window.  It will be laid out something like this:
   
   
   
   
1. These are all the products to which this rate will apply.
2. You can toggle this switch to specify particular product types to which this rate will apply. Once the switch is toggled, you can see a button marked Create a filter.  Clicking on this will create a rules filter.
   
   
   
   
6. You can now use this logic filter to specify what products are and are not included in this rate.  You can use it to filter by name, time last updated or created, or by tags on the product.
   
   
   
   
1. This box allows you to choose the filtering category.  It is currently set to name.
2. This drop-down allows you to choose whether you include products that meet or do not meet the criteria.
3. This field allows you to fill in the value for the criteria.  For instance, as this is currently filtering by name, it would include all products with that name.
4. An AND rule means that this rate would apply only to products that met the first rule and a second one.  Using this button allows you to create that second rule.
5. An OR rule means that this rate would apply to all products that met the first or second rule.  Using this button allows you to create that second rule.
7. Scrolling down the page, you can see the zone rate settings.  These are the rates depending upon the area where you wish to ship your product to the world.
   
   
   
   
1. The Create a shipping zone button allows you to set up a new zone.  We will discuss this button in the next section of this lesson.
2. The Edit zone button allows you to edit the selected zone.  This will allow you to change the settings for the zone you first set up in creation.
3. The Add rate button allows you to establish a specific rate and the invoice name for that rate.  We will discuss this button later in this lesson.
4. The Rate settings button allows you to edit the selected rate.  This will allow you to change the settings for the rate when you added the rate.
5. The Delete rate button deletes the created rate.  This will prompt you to confirm that you wish to delete the selected rate.  Once you have confirmed that you wish to do so, it will delete the rate.
6. When you have completed updating your shipping rates, select Update profile to save your changes.
   
   

Create a Shipping Zone

1. Clicking Create a shipping zone will open a new window for you to create a specific zone for specific shipping rates.  This allows you to specify particular zones which may cost more or less for shipping. This automatically applies because physical product shipping will apply to that zone's mailing addresses.
   
   
   
   
2. Setting a Zone Name allows you to describe the zone affected by this rate.
   
   
   
   
3. You can select from regions within Canada and the USA (provinces, states, or protectorate territories). Alternatively, you can select a catch-all of the Rest of the World.  This list may expand in the future.  You can select more than one region for the zone.
4. When you have selected all zones for a specific rate, click Create Zone to save your changes and continue.
   
   

Add a Rate

1. Clicking Add rate will open a new window for creating a specific rate within a shipping zone.  This allows you to specify the cost of shipping within that zone.
   
   
   
   
2. The rate name in this field will appear as the shipping rate title at check-out.
   
   
   
   
3. The price is the price for shipping for all products of this type in this zone.
4. You can add conditions, which use the same logic settings as before to establish filters.  Only products that match this filter will have this rate applied.
5. When satisfied with your rate setup, click Create Rate to save and apply your new rate.
   
   

Creating a Shipping Profile

To create a shipping profile, navigate to the Shipping Dashboard.

1. You will now see the Shipping profile prompt, which is laid out as follows:
   
   
   
   
1. Select a name for your shipping profile.
2. You can toggle this switch to specify particular product types to which this rate will apply. Once the switch is toggled, you can see a button marked Create a filter.  Clicking on this will create a rules filter.
   
   
   
   
2. You can now use this logic filter to specify what products are and are not included in this rate.  You can use it to filter by name, time last updated or created, or by tags on the product.
   
   
   
   
1. This box allows you to choose the filtering category.  It is currently set to name.
2. This drop-down allows you to choose whether you include products that meet or do not meet the criteria.
3. This field allows you to fill in the value for the criteria.  For instance, as this is currently filtering by name, it would include all products with that name.
4. An AND rule means that this rate would apply only to products that met the first rule and a second one.  Using this button allows you to create that second rule.
5. An OR rule means that this rate would apply to all products that met the first or second rule.  Using this button allows you to create that second rule.
3. Once satisfied with your selections, click Create Profile to save your new profile.