# 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.

***

## 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

***

## 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](/orbit-b2b-docs/customer-groups/overview.md) for full details.

***

## 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.

***

## 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.

***

## 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://orbit-b2b.gitbook.io/orbit-b2b-docs/wholesale-pricing/customer-targeting.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.