Manual Installation Instructions

For Advanced Users Only

You only need to follow these instructions if automatic theme installation did not work. Customer Shipping Rules attempts to automatically insert the include tag into your theme, and should work with the following unmodified free Shopify themes: Simple, Pop, Boundless, Venture, Debut, Jumpstart, Supply, Narrative, Brooklyn, Minimal.

If you are not comfortable editing theme code, please just contact our support team, we offer free theme installation.

• Email: info@customershippingrules.com
• Phone: +1 (646) 949-2802

If you are comfortable editing theme code continue with the instructions below.

 

 

If you went through all the set-up steps and you still were not able to see the correct shipping rates at checkout, then it means that the automatic installation of the include tag for your theme did not work properly, and you will need to switch to Manual Installation.

Switch To Manual Installation

1. Go to the Theme Setup tab within the app
2. In the Include Tag section click the blue link Switch to Manual Mode

When you switch to manual mode, we remove the include tag that we added to your theme. You will now be responsible for placing the include tag in the right spot in your theme.

Locate the "Add To Cart" form within your theme.

1. Go to Shopify Admin > Online Store > Themes
2. Click the Action button menu, and choose Edit Code
3. Open the product.liquid file in the Templates folder
4. Look for code that indicates an add to cart form. You can look for the text like:
   • type='submit'
   • </form>
   • {% endform %}
5. If you do not see any text like that, you need to look for any sections or snippets that are in the file. Look for text like:
   • {% include
   • {% section
   These indicate that code from other files are being used on your product template, and they may contain the add to cart form.
6. In the left side navigation of the theme editor, open up the included files from the Snippets folder or the Sections folder.
7. Repeat steps 5 and 6 until you locate what looks like an add to cart form.

Paste Include tag within the add to cart form

1. Identify the add to cart form in your theme using the above instructions
2. Copy this code {% include 'customer-shipping-rules' %} to your clipboard
3. Paste the code before a {% endform %} tag, or before a </form>
4. If you don't see form tags, then find code that looks like a button or Add To Cart code, and past the code right before the code.
5. Save the theme file

Test if it worked

1. Login to the shop store with a user account with a customer tag that you have configured within the app.
2. Clear the cart
3. Add a product to the cart
4. Proceed to checkout
5. In the shipping address field put in a valid address, and use the first name "Bambri"
6. Continue to Shipping Methods
7. If you see a rate appear with [CSR] at the end of the title, this means that the manual installation was successful.

If it still didn't work

If you still don't see the rate with [CSR] at checkout, you will need to contact us for assistance with installing the app into your theme. Some customized themes or themes heavily modified by other apps can be difficult to figure out. But, we are happy to assist...

We offer free set-up support via email or over the phone.

• Email info@customershippingrules.com
• Call +1 (646) 494-2802