How to test visibility rules
Written By Floris de Vries
Last updated 16 days ago
Overview
Testing visibility rules ensures that the bulk order form is shown only to the intended customers.
Because visibility depends on customer type and login status, testing must be done carefully.
Step 1: Identify the visibility rule
Start by checking which visibility rule is active on the bulk order form:
All customers
Logged-in customers
Customers with specific tags
Specific customers
You need this to know how to test correctly.
Step 2: Use the correct customer state
All customers
Log out
Visit the storefront
The form should be visible
Logged-in customers
Log out → form should not be visible
Log in → form should be visible
Customers with specific tags
Log in as a customer with the correct tag
Verify the form is visible
Log in as a customer without the tag
Verify the form is not visible
Specific customers
Log in as a selected customer
Verify the form is visible
Log in as a different customer
Verify the form is not visible
Step 3: Test edge cases
Also test:
A customer with multiple tags
A customer assigned to another bulk form
A newly tagged customer
This helps catch conflicts early.
Step 4: Use a private window
Always test visibility in:
A private/incognito browser window
This avoids cached sessions and incorrect results.
Step 5: Test after changes
After updating visibility rules:
Save the bulk order form
Refresh the storefront
Re-test all scenarios
Common mistakes
Testing while logged in as admin
Admin accounts do not reflect real customer visibility.
Always test with a customer account.
Forgetting login requirements
Tag-based and customer-based visibility always require login.
Final checklist
Before going live:
✅ Correct visibility rule is active
✅ Correct customers can see the form
✅ Other customers cannot see the form
✅ No overlapping bulk forms