Shipping is a key component of the customer experience, and if something goes awry, such as a missing package or damaged item, the first priority is always to take care of the customer. Doing this well positively affects reputation, ratings, and repeat orders. But after the dust settles, you may want to recover some of those costs. Shipping insurance is a tool that helps you accomplish this task.
In this article we will explain how to add insurance to an order manually and how to add insurance to an order via automation rules.
Enabling Insurance on an Order
- Go to the Individual Order Page.
- Click on Insure Order in the righthand column.
- By default, the package will be insured for the subtotal amount. If you want to override the default insured amount, you can input whatever number is desired in the text box.
- Click Update Details to save changes.
- The order is now insured for either the subtotal amount or the amount you entered.
Enabling Insurance via Automation Rules
You also have the option to set up insurance for multiple orders through the use of Automation Rules. An automation rule can be applied through the use of different triggers when orders come into ShipHero.
- Go to app.ShipHero.com > Orders > Automation Rules
- Click Create New Rule
- First, you will need to name your automation rule in the text field at the top of the screen.
- Second, you'll need to select a trigger. A trigger is what ShipHero will use to identify that an order requires insurance.
- For example, you can set the trigger to be all items from a specific vendor will receive insurance.
- Third, you'll need to select your action - Set Insurance. It is in the long list of options in the dropdown menu.
- Once you have completed all three steps, click the Create button in the upper righthand corner.
- On the next screen you will receive a message that the automation rule was successfully created.