How to Configure Customer Groups in ShipperHQ

Overview

ShipperHQ allows you to set rules against customer groups based on the groups set in your eCommerce platform.

Please Note: this is not currently supported for Shopify.

This feature is disabled by default. This doc explains how to switch this on and set up a basic Customer Group rule.

Enable Customer Groups in ShipperHQ

  1. On the Carrier Rules page in ShipperHQ, click the “Settings” button in the top right corner.
  2. There you’ll see the option to enable Customer Groups (see screenshot below)
  3. Once this is enabled, you’ll see a “Customer Group” option in your left-hand navbar and will have Customer Groups as a condition on Carrier Rules.

Rule steps 2 & 3

Setup

In ShipperHQ you’ll need to define Customer Groups which match the ones you have set up in your eCommerce Platform.

  1. After enabling via above steps, you will see “Customer Groups” in your lefthand nav
  2. Click on Customer Groups in lefthand nav > Add New
  3. Set the Customer Group name. Ensure the name you use in ShipperHQ matches the name for the customer group set up in your eCommerce platform. It is case sensitive.

Using Customer Groups in Carrier Rules

To offer a different set of shipping options or rates to customers based on their group you’ll need to use the Customer Group field when you set up your Carrier Rules in ShipperHQ.

Once enabled via steps in the beginning of this doc, the field is shown under the Conditions panel (see screenshot below)

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