Activate Custom Pricing

Custom Pricing offers an in-app guided onboarding flow to help you quickly activate Custom Pricing on your store. This guide helps you choose a plan, install Custom Pricing to your theme, and set up the features that are relevant to your plan.

If you prefer to manually install Custom Pricing, please visit Installation Guide for Custom Pricing.

Setup

Use the instructions below to work through the onboarding flow.

Step 1: Select a plan

Once Custom Pricing is downloaded to your store and the terms and conditions are accepted, you are guided through an onboarding questionnaire to help determine the best plan for your needs. 

1. Answer the questions in the onboarding flow plan questionnaire. Accept the recommendation by clicking Choose this Plan, or click View all plans to select another plan.

   Note: For even more information about the features of each plan, please visit Custom Pricing Overing & Pricing.

   

2. After your plan is selected and approved, click Mark as Complete.

   

Step 2: Install Bold Custom Pricing on a theme

Custom Pricing must be installed on your theme in order to work. The steps differ depending on whether you’ve selected an Online store 2.0 theme or a vintage theme.

1. Click Set Up.

   

2. Select your theme using the drop-down menu.

   

3. Click Confirm.
   1. If an Online Store 2.0 theme is detected, this opens your theme editor so you can enable the necessary app embeds on your theme. Visit our Installation Guide for Custom Pricing, and follow the steps to install Custom Pricing on your Online Store 2.0 theme.
      1. Once the installation is complete, close the editor to return to the onboarding flow.
   2. If a vintage theme is detected, you are prompted to click Submit Request. This sends an install request to our expert team. Our team will complete the install and notify you by email when it’s done.

      

Alert: The remaining onboarding steps are dependent on your Custom Pricing plan. Some steps are not needed for some plans. If you do not see the step as shown below, please move on to the next step.

Step 3: Enable customer accounts

Note: This step is not shown for the Select plan.

You’ll need to enable customer accounts on your store so customers can log in to view their special pricing.

1. Click Set Up.

   

2. Enable customer accounts for your store.

   Note: For instructions on how to enable Shopify customer accounts, please refer to Shopify’s Help Center.

Step 4: Add your tag(s)

Note: This step is not shown for the Select plan.

Customer tags allow you to control which of your customers receive the discounts in your Product Pricing Groups and/or Detailed Pricing.

1. Click Set Up.

   

2. Create the tags you need for each customer tier.

   Note: For more information on how to set up these tags and assign them to your customer accounts, please visit Create, Edit or Delete Customer Tags.

Step 5: Set up your first Product Pricing Group

Product Pricing Groups allow you to set up discounts for your products using groups. You can also create quantity breaks discounts from here.

1. Click Set Up.

   If you are on the Premium plan and would like to use Detailed Pricing instead of Product Pricing Groups to set up your customer specific pricing, you can skip this step by clicking Mark as Complete.

   

2. Create your Product Pricing Group(s).

   Note: For more information on how to set up groups, please visit Create, Edit or Delete Product Pricing Groups.

Step 6: Create your Detailed Pricing rules

Note: This step is only shown to those on the Premium plan.

Detailed Pricing allows you to apply discounts to individual products in a table instead of using multiple Product Pricing Groups.

1. Click Set Up.

   

2. Create your Detailed Pricing rules.

   Note: For instructions on how to set up your Detailed Pricing, please visit Create, Edit, or Delete Detailed Pricing.