Customer tags

Restrict a lock to customers whose account carries one or more specific tags.

The Customer tags rule checks whether the visitor's signed-in customer account has a specific tag applied to it. It's the rule behind most wholesale and VIP-tier locks, since Shopify tags are the easiest way to segment customer accounts without building anything custom.

How it works

This rule only evaluates tags on the account of a customer who is currently logged in. If you add more than one tag to the rule, satisfying any one of the listed tags is enough — you don't need all of them at once. If you specifically need a customer to hold every one of several tags, add a separate Customer tags rule for each required tag inside the same access key (since rules in one key combine with AND).

Adding the rule

1. Open the lock you want to protect and click the Unlock rules tab.

2. Add an access rule and choose Customer tags from the Condition type dropdown.

   

   Adding the Customer tags rule and searching for a tag to match.
3. Search for and select one or more tags. Tags you type that don't already exist on any customer can typically still be entered — they'll simply never match until you apply that tag to an account.

4. Choose whether the rule should match If (the customer has one of the listed tags) or Unless (the customer does not have any of them).

5. Optionally set a per-rule Redirect URL, used only if this specific rule denies the visitor.

6. Save the lock.

Common example: wholesale tag

A typical setup: tag your wholesale accounts with wholesale in Shopify, then:

1. On the Lock setup tab, set the content to lock to your wholesale-priced products or collection.

Pick the wholesale-priced products this lock should cover.

1. Click the Unlock rules tab to continue.

2. Add the Customer tags rule, enter wholesale, and leave it matching If.

The condition heading confirms what you built: If the customer is tagged with wholesale.

1. In the same tab's right-hand sidebar, under Blocked visitor behavior, turn on Hide price and Add to cart so untagged visitors see the page but not the price, instead of a full block.

Choose Hide product price and atc so untagged visitors still see the product page.

1. Save.

The app's Quick Setup list on the Locks page includes a ready-made Wholesale-only products template that pre-fills exactly this pattern — a customer-tag rule against price and Add to cart — so you can start from it instead of building it from scratch.

Result on the storefront

With the wholesale example above, customers whose account has the wholesale tag see the normal price and buy box. Guests and signed-in customers without that tag can still browse the product page, but the price and buy buttons are replaced with the configured lock message.

The result of the example: visitors without the wholesale tag can browse the product, but the price and buy buttons are replaced.

The default replacement text may say "Login to see price". Because a signed-in customer can still be missing the required tag, consider changing it to something more specific, such as "Wholesale access required". See Hide price and Add to cart.

Related docs

• B2B customer

• Selected customers

• Combining rules

• Add customer tags after access