Strategy

Configuring the ranking and presentation of shipping options

Last updated 13 Jun 2024

A Strategy is a set of scenarios and rules that enable you to tailor how shipping options are presented to customers during the checkout process.

Applying a Strategy

flowchart LR C([Cart]) --> S([Strategy]) S --> Options subgraph Options direction TB opt1([DHL Service Point]) opt1 ~~~ opt2 opt2([PostNord MyPack Collect]) opt2 ~~~ opt3 opt3([Budbee Box]) end

Applying a strategy to a shopping cart results in a list of possible delivery choices.

Depending on how you configure the strategy, it will determine the order, pricing, delivery time and presentation (e.g. badges, description) of the shipping options.

Anatomy of a Strategy

A Strategy works like a decision tree, where each branch represents a set of conditions that must be met for the branch to be applied. When a cart is applied to a strategy, the tree is evaluated and will result in one tactic being applied.

flowchart LR St([Strategy]) ---|Conditions| TBA([Tactic Branch]) St([Strategy]) ---|Conditions| TBB([Tactic Branch]) TBA ---|Conditions| TA1([Tactic]) TBA ---|Conditions| TA2([Tactic]) TBB ---|Conditions| TB1([Tactic])

This design is flexible and easy to overview - even for the most complex scenarios.

Term	Description
Strategy	A complete "logic tree" consisting of multiple Tactic Branches and Tactics.
Tactic Branch	A grouping of tactics to be applied under certain conditions. Example: Collection of rules you want to apply for orders to be shipped to Germany.
Tactic	Contains the logic determining the output of the strategy. Applying a strategy always results in one Tactic.
Condition	Set of logical evaluations that will be either true or false, determining which path of the Strategy will be applied. Example: Destination country is Germany.

Now that you understand the basics, you are ready to create your first Strategy.

Getting started

Creating a Strategy

Guide to creating your first Strategy