downloadable digital assets logo
Tutorials

Checklist

checklist

Last updated on 25 September 2022

Ensure your store is set up correctly and your digital files can be delivered automatically without issues.

1. Mark your digital products as “Digital” in Shopify

This will also stop the Shopify physical shipping confirmation emails sending with Digital Products

  1. Go to your Shopify dashboard
  2. Go to “Products
  3. Click on the product
  4. Scroll down until you see the Shipping” section. You will see a checkbox saying, “This is a physical product” – uncheck this box. (If using variants, this option will show inside the variant edit tab).
this is a physical product

If the option “This is a physical product” is enabled, that tells Shopify that it is physical, and you will need to provide tracking information to fulfil the product on the order. Therefore our app will not fulfil the product when it is ordered.

2. Ensure you are capturing emails on orders, not phone numbers

If you want to deliver downloads via email, make sure you are capturing emails at checkout so files can be delivered to your customers. Download links cannot be sent to phone numbers.

Go to:

  1. Go to Settings > Checkout > Customer Contact
  2. Ensure the option ‘Customers can only check out using email‘ is selected so your store can capture emails.

You can capture phone numbers too, but you will need to enable checkout downloads and customer account downloads because some customers may not enter an email address.

customers checkout using email

3. Confirm that your files are attached to the product or variant

Have you checked to see if the files are attached to the correct product or variants?

Each specific variant is classed as a separate product by Shopify, so if you have variant products, you will need to attach files to each variant.

You can do this by going to

  1. Go to Downloadable Digital Assets
  2. Go to “Products” page
  3. Ensure that the files are attached to the correct variant or product.
variant name

4. Make sure your payments are captured & orders marked as “Paid”

If you experience the digital products not being delivered in your tests, please check your order’s payment status to see if it has been marked as “Paid”.

Once your orders are marked as “Paid”, the digital products will be delivered. For example, if the order just says “Authorized”, the digital products will not be sent to the customer. Once your store receives the payment successfully, the customer will receive their downloads.

The reason this happens is that the customer can receive their digital products, and then just cancel the payment before it processes. Thus, getting free products.

Authorized

Digital products will not be delivered when authorized.

authorized status

Digital products will be delivered once the order is paid.

paid order

How to enable automatic payment capture

You can enable automatic payment captures by:

  1. Going to “Settings” > “Payments
  2. Click on the “Manage” button in the Payment Capture box
  3. Enable the “Automatically capture payment for orders” setting and click “Save
payment capture
automatically capture payments

5. Digital products need to be available at all of your store locations to enable automatic fulfilling

When your digital products are unavailable at all locations, Shopify doesn’t allow the automatic fulfilment of digital products on orders.

If you find that your digital products are not fulfilling automatically, follow the steps below:

  1. Go to your “Products” page in your Shopify dashboard
products shopify
  1. Click on a digital product
  2. Scroll down to the “Inventory” section
inventory
  1. Click on “Edit locations
  2. Enable all locations and click “Save
edit locations

6. Automatically mark digital products as “Fulfilled” on orders

If you want your digital products to be automatically fulfilled, make sure your products are marked as digital in Shopify.

Note 1: Digital products will not be fulfilled if they have zero assets attached to the product. Once files are attached to the digital product, then they can be auto-fulfilled.

Note 2: Go to step 5 if your digital products are not automatically fulfilled after following the steps below. All your store locations must be enabled for digital products to be auto fulfilled.

If only selling Digital products

  1. Go to the Downloadable Digital Assets app
  2. Then go to ‘Settings’
  3. Then ‘Addtional settings
  4. Then make sure the checkbox ‘Automatically mark digital products as Fulfilled in Shopify orders‘ is enabled.

This will ensure that your digital products are marked as fulfilled in your Shopify orders and the shipping email will be disabled. If physical products are in the same order, then they will be left unfulfilled.

automatically-mark-digital-products-fulfilled

If selling Physical & Digital products – Mixed

If you want:

  • Digital products on the order – Fulfilled
  • Physical products on the order – Unfulfilled

Step 1

  1. Go to the Downloadable Digital Assets app
  2. Then go to ‘Settings
  3. Then ‘Addtional settings
  4. Scroll down to the option pictured below and make sure this checkbox is enabled. This will ensure that your digital products are marked as fulfilled in your Shopify orders.
automatically-mark-digital-products-fulfilled

Step 2

Go to your Shopify dashboard > Settings > Checkout > Order Processing > then enable ‘Do not automatically fulfill any of the order’s line items‘.

This will make sure all your physical products are not automatically fulfilled in Shopify.

order processing do not fulfil

If selling Physical & Digital products – Everything unfulfilled

If you want:

  • Digital products on the order – Unfulfilled
  • Physical products on the order – Unfulfilled

Step 1

  1. Go to the Downloadable Digital Assets app
  2. Then go to ‘Settings
  3. Then ‘Addtional settings
  4. Scroll down to the option pictured below and make sure this checkbox is disabled. This will ensure that your digital products are marked as fulfilled in your Shopify orders.
automatically-mark-digital-products-unfulfilled

Step 2

You can do this by going to your Shopify dashboard > Settings > Checkout > Order Processing > then enabling ‘Do not automatically fulfill any of the order’s line items‘.

order processing do not fulfil