Get the most out of automation rules with these practices.
Start simple
Begin with one or two rules that handle your most common shipping scenarios. For example, a rule that assigns USPS Ground Advantage to all orders under 1 pound. Add complexity as you learn how rules interact.
Use rule priority
Rules fire in order from top to bottom. Put your most specific rules first and general fallback rules last. For example, put "If destination is Alaska, use USPS Priority" above "If weight is under 5 lbs, use USPS Ground Advantage."
Test before enabling
Use the test feature to run rules against sample orders before turning them on. This catches logic errors without affecting real shipments.
Review the activity log
Periodically check the activity log to see which rules are firing, which are not, and whether any are producing unexpected results. If a rule has not fired in 30 days, consider whether it is still needed.
Avoid overlapping rules
If two rules can match the same order, only the first one wins. Review your rule list to make sure earlier rules are not blocking later ones unintentionally.