Create, Edit, or Delete Customer Tags

If you have the Customer Pricing Plan enabled within the Bold Custom Pricing app, you will be able to offer discounts to your customers by creating tags.

These tags allow you to control which of your customers receive the wholesale discounts created within pricing groups, and within the Detailed Pricing sections.


For more information on setting up customer tags, please review the following information:



Create a Customer Tag

  1. From within Custom Pricing, select Manage Tags.
  2. Select Add Tag.

    Note: Tags are case-sensitive and must be entered the exact same between Custom Pricing and Shopify. For example, if the tag "VIP" is created in Custom Pricing, the tag must be entered into a customer's account in Shopify as "VIP" in order for the discounts from Custom Pricing to apply correctly.

  3. Enter a Discount % (optional).
  4. Select to Charge Tax

    Note: You're able to select whether or not taxes are charged in the checkout page to these customers. Taxes are determined in your Shopify admin and this feature does not include inclusive tax on the storefront.

  5. Select how to Auto tag by (optional; premium only).
  6. Enter a Description.
  7. Select Apply discount storewide (optional).

    Note: This feature is not compatible with the Variant Method.

  8. Select Save.

Be sure to manually apply your customer tags to your customers' accounts if you are using the basic version of Custom Pricing (instructions below).



Edit or Delete a Customer Tag

  1. From within Custom Pricing, select Manage Tags.
  2. Select the ellipsis beside the tag you want to adjust, then choose Edit.
  3. Make your desired changes, then select the checkmark to save them. Select the x to cancel the changes, or the trash can to delete the tag.



Apply a Customer Tag to a Customer Account

If you are not using the premium version of Custom Pricing to auto-tag customers, you're going to need to manually apply the appropriate tags to your customers' accounts.

  1. From Shopify's admin, select Customers.
  2. Enter a Customer Name in the "Search" bar, then select their name.
  3. Under "Tags", enter the Customer Pricing Tag.

    Note: You must enter it exactly how you did when creating your tag name above.

  4. Press Enter, then select Save.

    Note: If you were creating a new customer account, you can assign the tag at the bottom of the "Add Customer" screen.

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