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Create, Edit, or Delete Customer Tags

Laurel
Laurel
  • Updated

Customer tags allow you to control which of your customers receive the wholesale discounts created within your Product Pricing Groups and Detailed Pricing.

Note: Tags are not used with the Select plan.

 

Example

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 exactly the same in both 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 Custom Pricing to apply the discounts correctly.

  3. Optional: Enter a Discount percentage.
  4. Select to Charge Tax.

    Note: Taxes are determined in your Shopify admin. This feature does not affect inclusive tax on the storefront.

    • If No is selected, then taxes are not applied at checkout for logged in and tagged members, regardless of your Shopify settings.
    • If Product default is selected, then the taxes are applied at checkout as per your Shopify settings.
  5. Optional: Select Auto tag by.

    Note: This feature is available on the Premium or higher plans only. To use this feature, please visit Auto-tagging Rules & Country-specific Pricing (Premium) for instructions.

  6. Enter a Description.
  7. Optional: Select Apply discount storewide.
  8. Select Save.

If you are on the Standard or Standard Select plans in Custom Pricing you must add the tag manually to your customer accounts within Shopify. To do this, please see the 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 on the Standard or Standard Select plans in Custom Pricing you must add the tag manually to your customer accounts within Shopify. To do this, please see the instructions below.

  1. From the Shopify admin, select Customers.
  2. Enter a Customer name in the search bar, then select their name.
  3. In the Tags field, enter the Customer Pricing Tag.

    Note: You must enter it exactly how it appears in Custom Pricing.

  4. Press Enter, then select Save.

    Note: If you need to create a new customer account, you can assign the tag at the bottom of the New Customer screen.

 


 

FAQs

  • Customers should not have more than one Custom Pricing tag. This causes the discounts for each tag to be randomly applied.

    If you wish to change the price group a customer falls into, remove the current Custom pricing tag assigned to them and add the new tag.

  • You can show specific content to tagged users, such as products, collections, and pages, when Custom Pricing is integrated with Bold Memberships.

    Using the same customer tag that was created in Custom Pricing within a plan in Memberships, you can create Show rules to show specific content only to users tagged with the unique customer tag used in the plan.

    For more information, please visit Custom Pricing & Bold Memberships Integration.

  • Custom Pricing does not record customers within the in-app admin at this time.

    While it is not possible to see which tags have been assigned to your customers in Custom Pricing, you can view customers by tag in your Shopify admin. Please see the setup steps below for viewing customers by tag in your Shopify admin.

     

    Setup

    1. From your Shopify admin, select Customers.
    2. On the Customers page, select Tagged with.

      Select Tagged with

    3. Enter the Custom Pricing tag.

    After entering in a tag, all customers that have been assigned the tag used in the filter should appear on the page results.

  • To prevent a tag from working for a particular customer pricing group, the discount for that tag should be set to 0.

    This can be done when creating or editing your product pricing groups:

    Price Group tag Discount Example

    If you're using fixed prices as your discounting method, please leave this field blank instead. Entering a value of 0 provides a 100% discount in this case.

  • If Custom Pricing is set to Draft Order Method or Accelerated Method, you can create as many price tier tags as you need.

    If Custom Pricing is set to Variant Method, Custom Pricing creates hidden duplicate variants for each of the pricing tags you generate within the app and assign to the product. You want to be sure to stay within Shopify's 100 variant limit.

    Note: This limitation is only relevant if you're utilizing the Variant Method (Version 1) of Custom Pricing.

     

    Example

    You have a T-shirt with three regular variants:

    • Small
    • Medium
    • Large

    You create special pricing for two tiers (tags), gold and silver. Custom Pricing will create gold and silver versions of those variants as follows:

    • Small
    • Medium
    • Large
    • Small (silver)
    • Medium (silver)
    • Large (silver)
    • Small (gold)
    • Medium (gold)
    • Large (gold)

    There are now 9 variants; 3 regular, and 6 additional ones created by Custom Pricing. Shopify's variant limit allows for 91 additional variants on this product.

    In this example, the store owner would be able to have 32 price tiers. This would constitute 3 regular, Shopify created variants, and 96 Custom Pricing variants (3 for the regular pricing and 3 for each of the 32 price tiers) for a total of 99 variants. Any variant that would put the variant total of a product over 100 wouldn't be created.

  • If you remove a tag from a customer, that customer no longer has access to the pricing tier associated with that tag. When they log into their customer account, they'll see the products' regular prices.

  • When a customer account is auto-tagged, all other tags applied to the customer account by Custom Pricing are removed. Any tags not created with the app remain.

    Auto-tag rules can be ranked in priority. If the new tag ranks higher than the older one, the new one replaces the older tag. If the new tag ranks lower than the old tag, the new tag doesn't get applied.

    To change the ranking order, drag and drop from the left hand side:

    Auto-tag Priority Example

  • Auto-tagging based on historical order amounts and dollars spent, should appear on their account some time the next morning. The tag is applied to the customer's account during the next batch cycle. A batch cycle runs once per day at 12:00 AM, CST.

    Auto-tagging based on purchased product(s) does not apply retroactively and should apply the tag to your customer's account roughly one-to-several minutes after the associated product is purchased.