Target by customer tag or group

Wholesale pricing rules can be targeted to specific customers using Shopify customer tags or the app's Customer Groups feature.

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Using customer tags

1. In your rule, set Customer eligibility → Customer tags
2. Enter the tags your target customers have (e.g. wholesale, b2b-gold)
3. Save the rule

Any Shopify customer whose account has one of those tags will see the discounted price.

How to add a tag to a customer:

• Shopify Admin → Customers → select customer → Tags field → add tag → Save
• Or use the app's Customer Groups feature to tag customers automatically

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Using Customer Groups

Customer Groups are a built-in way to organize B2B buyers into tiers. Each group has a tag that gets assigned to members automatically.

1. Create a group in Customer Groups (e.g. "Gold Members" with tag b2b-gold)
2. Add customers to the group
3. In your pricing rule, set eligibility to Customer tags and use the group's tag (b2b-gold)

See Customer Groups for full details.

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Excluding specific customers

You can block specific customers from a rule even if they match the tag:

1. Enable Exclude customers in the rule
2. Search and select the customers to exclude
3. Save

This is useful for customers you've removed from a tier but whose tag hasn't been updated yet.

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Targeting all logged-in customers

Set eligibility to Logged-in customers to give a discount to anyone with a Shopify account — no specific tag needed. Useful for general "trade" pricing visible to all registered accounts.

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Guest-only pricing

Set eligibility to Guest visitors to show a special price to customers who are NOT logged in. Less common, but useful for introductory pricing to attract sign-ups.