Visibility rules explained
Written By Floris de Vries
Last updated 16 days ago
Overview
Visibility rules determine which customers can see which bulk order form.
Each bulk order form has its own visibility settings, but only one form can be shown to a customer at a time.
Understanding these rules prevents most visibility-related issues.
Available visibility options
Each bulk order form can be configured with one of the following visibility options:
All customers
Visible to everyone
Logged-in and logged-out visitors
No restrictions
Logged-in customers only
Only customers with an account can see the form
Visitors must be logged in
Customers with specific tags
Only customers with matching Shopify customer tags
Customers must be logged in
Matching uses OR logic
Example:B2B or Wholesale → access granted
Specific customers
Only selected individual customers
Customers must be logged in
Full control, no grouping
One customer = one bulk order form
A customer can see only one bulk order form at any time.
If multiple forms match a customer:
The app applies priority rules
Only the highest-priority form is shown
Visibility priority rules
When multiple forms could apply, the app determines visibility based on:
Specific customers
Customers with tags
Logged-in customers
All customers
The first matching rule wins.
Tag and customer reuse limitations
To avoid conflicts:
Customers assigned to one form cannot be assigned to another
Customer tags used in one form cannot be reused in another
Conflicting assignments are ignored
Common scenarios
Customer sees the wrong form
Possible causes:
Customer matches multiple visibility rules
A higher-priority form overrides the expected one
Customer cannot see any form
Check:
Customer is logged in (if required)
Customer matches visibility rules
The form is enabled
Another form is not overriding visibility
Best practices
Plan visibility rules before creating multiple forms
Avoid overlapping tags between forms
Use specific customers only when needed
Test visibility using real customer accounts