How to show the form to customers with specific tags

Overview

You can restrict a bulk order form so that only customers with specific Shopify customer tags can see and use it.

This is commonly used for:

• Wholesale customers

• B2B partners

• Resellers or distributors

When to use customer tags

Use customer tags if:

• You want automatic access control

• Customers belong to a clear group (for example: B2B, Wholesale)

• You do not want to manage customers individually

Step-by-step: show the form to customers with specific tags

Step 1: Add tags to customers in Shopify

1. Go to Customers in your Shopify admin

2. Open a customer

3. Add one or more tags (for example: B2B)

4. Save the customer

Tip: Tags are not case-sensitive, but spelling must match exactly.

Step 2: Open the bulk order form

1. Go to Bulk order forms in the app dashboard

2. Open the form you want to restrict

Step 3: Configure visibility settings

1. Go to the Visibility section

2. Select Customers with tags

3. Select one or more tags

   • Example: B2B, Wholesale

Adding a new tag

You can also add a new tag directly from the visibility settings:

1. Start typing a tag name

2. Click Add “tagname”

This allows you to configure visibility before customers actually have the tag.

Example:

• You add the tag Wholesale in the visibility settings

• No customer has this tag yet

• Later, you assign Wholesale to customers in Shopify

• Those customers automatically get access to the bulk order form

Important: Adding a tag here does not assign it to customers automatically.

Step 4: Save and enable the form

1. Save the form

2. Make sure the form status is On

3. Test visibility with a tagged customer

How tag-based visibility works

• Customers must be logged in

• If a customer has at least one matching tag, they can see the form

• Tags are matched using OR logic

Example:
B2B or Wholesale → access granted

Important rules to know

• A customer can see only one bulk order form

• Tags used in one form cannot be reused in another form

• If a tag is already assigned elsewhere, it will not apply again

• Untagged customers cannot see the form

Common issues

Customer cannot see the form

Check:

• Customer is logged in

• Tag exists on the customer profile

• Tag spelling matches the visibility rule

• Another bulk form is not overriding this one

Related articles

• Visibility rules explained

• How to test visibility rules