For the complete documentation index, see llms.txt. This page is also available as Markdown.

Customer & Product Targeting

Control exactly who sees each form, on which products, and on which pages

Every Quick Order Form, Variant Table, and Collection Quick Order has a Visibility tab (and, for product targeting, a Products/Product targeting tab) that controls who sees it. All rules are checked live against the shopper viewing the page — there's nothing to publish separately.

Variant Table's Visibility tab only has customer targeting (see below) — there's no page/display-location setting, since it always appears on the product page it's assigned to via its Products tab.

Who can see the form

Under Customer visibility, the "Who can see this form?" setting has four options:

  • All customers

  • Logged-in customers only

  • Guest customers only

  • Customers with tags — reveals Include customer tags and Exclude customer tags chip pickers

There's no built-in "B2B" or "wholesale" customer type. If you want to limit a form to your B2B customers, tag those customer accounts in Shopify with a tag of your choice (for example, b2b or wholesale), then select that tag under Include customer tags.

If you choose Customers with tags without adding one, saving shows: "Add at least one customer tag."

Where the form appears

Quick Order Form and Collection Quick Order also have a Display location setting, where you tick the pages the form is allowed to show on, then pick specific targets for each:

Home page, Wholesale page, B2B page, Collection page, Landing page, Product page — each with a page/product/collection picker. (Home, Wholesale, and B2B page options map to a general "landing page" placement.)

Home page, Collection page, Search page, Featured and related products — each with a collection target picker.

Variant Table doesn't have this setting — it's only shown on the product(s) you assign it to in its Products tab, so its Visibility tab only asks who can see it, not where.

Product conditions

Collection Quick Order (and any widget using its Products tab) supports a Conditions targeting mode in addition to All products / Specific products. Build one or more rules:

  • Field: Product title, Product type, Vendor, Price, In stock, Tag, Collection

  • Operator: depends on the field — text fields offer Equals / Not equals / Contains / Not contains; numeric fields (like Price) offer Greater than / Greater than or equal / Less than / Less than or equal

  • Match: whether a product must match All conditions or Any condition

Use Add another condition to add more rules. Saving without a complete rule shows "Please add at least one complete condition."; an incomplete rule shows "Enter value for {{field}} {{operator}}."

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