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Quick Start: ShippingEasy FREE Trial

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You're looking to get products to your customers quickly - and we've built a solution to make that easy!

It just takes a few minutes to create a new ShippingEasy account, and no credit card is required to explore the app.
Recover time for your business and discover the possibilities. Get started with 1-2-3!

(1) Start your FREE trial

Signing up for ShippingEasy just takes a couple minutes and there's no credit card required up front. This gives you a risk-free opportunity to start exploring ShippingEasy's tools and features.

To create your ShippingEasy account:
  1. Navigate to ShippingEasy's website at https://www.shippingeasy.com.
  2. Click the green Try it for free button.
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  3. Provide some basic details about your business.
    Quick_Start_Trial__1__1.png
    • Your Company Name - this will be the name of your account
    • Enter your email - for account-related communications, this will also be your username
    • Create a password - pick a secured password to protect your data
    • Enter your phone number - provide the best contact for your shipping department
    • Agent Code - leave blank, unless a code was provided by a ShippingEasy representative
  4. Select your store platform. If your store type is not shown among the graphic buttons, then expand the menu to Select from all platforms.
    Quick_Start_Trial__1__2a.png
    TIP: if you do not see your platform listed, select Other.
  5. Tell us your average monthly shipments. Select the range that best describes your projected sales volume, we'll use this to match you with the plan that's best suited to your business
    Quick_Start_Trial__1__3.png
  6. Select the blue Start Shipping button and start exploring!
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Navigating your ShippingEasy account:
  1. Right away, you'll find that you can navigate between most pages in the app, but that some features are still missing. Before you can start shipping, you'll need to setup your stores and connect your carrier accounts. Near the top of most pages, the COMPLETE YOUR ACCOUNT SETUP bar will help you through these final steps.Quick_Start_Trial__1__5.png
    Also notice that your free trial has started. We'll continue to remind you how much longer you have to test out ShippingEasy for free and when you're first subscription payment (plus applicable taxes, if any) is due. Keep in mind that if you do not provide your credit card, we'll never bill you for your account. However, you won't be able to purchase postage until you provide a valid payment method.

  2. At the top of each page is the blue navigation bar. Use this to move around in ShippingEasy.
    Navigation_Bar.png
    Learn more about ShippingEasy by exploring our page guides.

(2) Connect your stores and download orders

  1. From the COMPLETE YOUR ACCOUNT SETUP bar, click the blue Connect Store button.
    Quick_Start_Trial__2__1.png
  2. Select your store from the Platform drop down menu. Learn how to complete account set up if your store does not integrate with ShippingEasy.
    _New_Store_-_Select_Platform.png
  3. If your store platform requires additional configuration, a help link will be provided. Click the link to view the platform-specific integration guide.
    Quick_Start_Trial__2__2.png
    Learn more about ShippingEasy's store and platform integrations.
  4. After entering your store credentials, if any, click the blue Save button.
    Quick_Start_Trial__2__3.png
  5. ShippingEasy will pre-fill your "Store Info". The information in this section will be used to populate your shipment notification emails and shipping labels.
    TIP: ShippingEasy provides default email templates to help you get started shipping right away. Learn more about email notifications.
    Quick_Start_Trial__2__4.png
    Review the information and updated as needed:
    • Store Name: if needed, update this field to reflect your brand. In the default customer email templates, this is shown in subject and salutations.
    • Phone: this phone number is imported from your store, if available. It will not be visible to your customers.
    • Email: update this field to the email address that customers should use to contact you. In the default customer email templates, this is shown in the salutations.
    • Website: enter the website that your customers should visit. In the default customer email templates, this is shown in the salutations. On packing slips, this is listed with the store address.
    • Shipping Address: this is the default shipping address for shipments. It will be displayed on labels as your return address and will also show on packing slips. To use a different address, save a new one to your Store Addresses and then select it from this menu. Learn more about saving a Store Address.
    • Ship From Postal Code: this zip code will be used to calculate USPS postage.
      IMPORTANT: only use this if you will drop packages at a Post Office whose zip code differs from your Shipping Address.
      If needed, enter the zip code for the Post Office where you will drop off your packages.
  6. Once you have updated your "Store Info", click the blue Save button.
    Quick_Start_Trial__2__5.png
  7. To continue with your store settings, click to the "Branding" tab.
    Quick_Start_Trial__2__6.png
    Review and update the information as needed:
    • Select a store logo for emails and packing slips: upload your store logo and ShippingEasy will include it in email communications, including shipment confirmations and delivery confirmations.
    • Select a store logo for USPS labels: ShippingEasy can also display a logo on your domestic USPS shipping labels. Be sure to use a version of your logo that looks good at a small size. Learn more about displaying a logo on your labels.
    • Add a packing slip message: enter the message that you want all of your customers to see on their packing slips. ShippingEasy provides default packing slip templates to help you get started shipping right away. On packing slips, this message is displayed below the list of items. Learn more about customizing packing slips.
  8. Once you have updated your "Branding", click the blue Save button.
    Quick_Start_Trial__2__5.png
  9. To continue with your store settings, click to the "Products" tab. The settings here can vary by store platform. Take a tour of the "Products" settings.
    Quick_Start_Trial__2__8.png
    A universal setting that you may like to configure includes:
    • Display product options: opt to sync your product options (ex: size, color, flavor) with your orders. Leave this checked if you wish to display these details with on your orders and communications.
  10. Once you have updated your "Products", click the blue Save button.
    Quick_Start_Trial__2__5.png
  11. To continue with your store settings, click to the "Orders" tab. The settings here vary by store platform. If you do not see the "Orders" tab, then your store platform does not have any order settings to configure. Take a tour of the "Orders" settings.
    Quick_Start_Trial__2__9.png
  12. Once you have updated your "Orders", click the blue Save button.
    Quick_Start_Trial__2__5.png
  13. To continue with your store settings, click to the "Notifications" tab. The settings here can vary by store platform. Take a tour of the "Notifications" settings.
    Quick_Start_Trial__2__7.png
    Universal settings that you may like to configure include:
    • Send shipment confirmation email to buyer with tracking number: Check this box if you want to notify your customer when their package has been scanned as "delivered" by USPS.
    • Send a copy of shipment confirmation and return shipping emails to: ShippingEasy can send you a blind copy of shipment confirmation and return shipping emails that are sent to your customers. Remove your email from this field if you do not want to be copied on these emails.
    • Send a copy of delivery emails to: ShippingEasy can send you a blind copy (bcc) of delivery confirmation emails that are sent to your customers. Leave this field blank if you do not want to be copied. Or, type the email to be copied if you want to be copied.
    • Send buyer email replies to:if you are emailing customers, you can expect that some will reply back to your emails. This is the email where customer replies will be directed. Enter the email that will receive your customers' replies.
  14. Once you have updated your "Notifications", click the blue Save button.
    Quick_Start_Trial__2__5.png

(3) Setup your carrier accounts and start shipping!

  1. From the COMPLETE YOUR ACCOUNT SETUP bar, select Set Up USPS Account. Setting up your USPS account will enable you to buy postage. This is the final step to fully experience your 30-day free trial and will require you to input your credit card. Even if you choose our Free Starter plan, you will still need to provide a credit card. Learn more.
    Quick_Start_Trial__3__1.png
  2. Add your PAYMENT INFORMATION and verify that the pre-filled BILLING ADDRESS matches the address for the credit card that you provided.
    Quick_Start_Trial__3__2.png
  3. Review the plan summary and select the plan from the drop down menu that best fits your monthly shipping volume. The plan you select today will determine what features and postage rates are available to you. Learn about each plan.
    Quick_Start_Trial__3__3.png
    Also review the Additional Add-Ons to make sure that you have selected all of the solutions that your business requires. You'll always have the option to change your plan if your volume or business needs change. Learn more.
  4. Click the blue Confirm Plan button to get started shipping.
    Quick_Start_Trial__3__4.png

Next, check out our video tutorials for more information on shipping and settings.


If you have problems that require extra assistance, feel free to reach out to our team.
  • Anyone can post questions in our Community forum and our Customer Success team will be happy to assist.

  • All accounts will see links for additional resources in the upper left corner in app:

    New accounts trialing on a paid plan will see links to email or call our Sales Team.

    New_Account_Support_KB.png

    Fully registered accounts on a paid plan will see links to email, call, or chat our Customer Success team.

    Paid_Account_Support_KB.png

    Accounts trialing or registered on the free Starter plan will see a quick link to our Support Center.

    Starter_Account_Support_KB.png

 

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