Which bulk form is shown to which customer?

Written By Floris de Vries

Last updated 16 days ago

Short answer

Each customer can see only one bulk order form.

Which form is shown depends on the visibility settings of your bulk order forms.


How the app decides which form is shown

When a customer visits your storefront, the app checks all enabled bulk order forms and evaluates their visibility rules.

The form that matches the customer’s situation is shown.

Visibility rules can be based on:

  • Login status (logged in or not)

  • Specific customers

  • Customer tags

Visibility priority (important)

If multiple bulk order forms could apply to the same customer, the app follows a strict priority order.

The priority is:

  1. Specific customers
    Forms assigned to specific customers have the highest priority.

  2. Customer tags
    Forms assigned to customer tags are evaluated next.

  3. Logged-in customers
    Forms visible to all logged-in customers are evaluated after that.

  4. All customers
    Forms visible to everyone have the lowest priority.

Only the highest-priority matching form is shown.


Example scenarios

Example 1: Specific customer

  • Customer A is assigned to a specific bulk order form

  • The customer also has a tag that matches another form

➡️ The form assigned to the specific customer is shown.


Example 2: Customer tags

  • Customer B is not assigned directly

  • Customer B has a tag that matches a bulk order form

➡️ The tag-based form is shown.


Example 3: Logged-in customer

  • Customer C is logged in

  • No specific customer or tag rules apply

➡️ The logged-in customers form is shown.


Example 4: Guest customer

  • Customer D is not logged in

  • A form is visible to all customers

➡️ The all customers form is shown.


Important to know

  • Only enabled bulk order forms are considered

  • Disabled forms are never shown

  • Each customer sees one form only

  • Visibility rules always override general settings


Common issues

A customer sees the wrong bulk order form

  • Check if the customer is assigned to another form

  • Check customer tags

  • Verify the visibility settings of all enabled forms


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