> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/b2b-lock-password-protect/lock-behavior/customer-auto-tags.md).

# Add customer tags on verification

Automatically tag a signed-in customer's account after they satisfy an access key.

This behavior automatically adds one or more tags to a **signed-in customer's** Shopify account after they satisfy the access key where the tags are configured. It works with any rule type in that key, not only action-based rules. For example, you can add a tag after a customer satisfies **Customer tags** and **Order quantity**, or after they complete a **Passcode** rule.

Why a merchant would use this:

* **Segmentation** — build a customer segment of customers who passed a particular access flow (for example, "wholesale-verified" or "vip-access").
* **Marketing flows** — trigger an email flow or automation in your marketing platform when the tag is added, without needing a separate integration for that specific rule.
* **Reporting** — see at a glance, from the customer's profile in Shopify admin, which access flow they came through.

{% hint style="warning" %}
A lock can use customer auto-tags on an access key or that key's [Redirect after access](/b2b-lock-password-protect/lock-behavior/redirect-after-access.md) setting, but not both. Setting a Redirect URL on the access key disables the auto-tag field, since a visitor who's redirected away doesn't complete the flow that would trigger the tag.
{% endhint %}

## Reach this setting

1. Open **Locks** and create a new lock, or open an existing one to edit it.
2. On the **Lock setup** tab, pick a content type.
3. Click the **Unlock rules** tab and add the access rules that the customer must satisfy.
4. Below that access key's rules, in the same main column, find the **Customer auto tags (optional)** field. This is a per-access-key setting, not part of the **Blocked visitor behavior** sidebar panel.

<figure><img src="https://27754559-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF4qMYopXntYz9YgUqZSo%2Fuploads%2Fgit-blob-468beb90f75039c13928c8ada299c778a0ba29dc%2Fscreenshot-lock-behavior-customer-auto-tags.png?alt=media" alt="The Customer auto tags field below an access key&#x27;s rules, with a placeholder showing example tag names."><figcaption><p>Enter one or more tags to add to the customer's account once they pass this access key.</p></figcaption></figure>

5. Enter the tag or tags you want applied, separated by commas (for example, `vip_customer, wholesale_buyer`).
6. Click **Save**.

{% hint style="info" %}
This field only takes effect if the access key's Redirect URL is left blank. If a Redirect URL is set, the auto-tag field is disabled and the tags won't be applied — see [Redirect after access](/b2b-lock-password-protect/lock-behavior/redirect-after-access.md).
{% endhint %}

## Save your lock

Once saved, a customer who is signed in and satisfies this access key has the tag(s) added to their Shopify customer account. A guest visitor can satisfy a rule such as Passcode or Secret link, but cannot receive customer tags until they are signed in to a Shopify customer account.

## Related docs

* [Lock behavior overview](/b2b-lock-password-protect/lock-behavior/overview.md)
* [Redirect after access](/b2b-lock-password-protect/lock-behavior/redirect-after-access.md)
* [Passcode](/b2b-lock-password-protect/access-rules/passcode.md)
* [Secret link](/b2b-lock-password-protect/access-rules/secret-link.md)


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