Show methods to certain customer tags or groups
Offer a method only to some customers, for example a "Wholesale Freight" method for customers tagged wholesale. This needs the Customer Tags add-on.
Before you begin
The field name depends on your platform:
| Platform | Field |
|---|---|
| Shopify | Customer Tag |
| BigCommerce | Customer Group |
Steps
- Go to Shipping Rules and select Edit on the rule (or Add a shipping rule).
- In the Products and customers card, type the tag in For Customer Tag (or For Customer Group). Press Enter or type a comma after each.
- Optional: in Exclude Customer Tag (or Exclude Customer Group), add tags that should never see this rule.
- Select Save Rule.
Who sees the rule
| The rule has | Who it applies to |
|---|---|
| No tags | Everyone (but see the setting below) |
| For tags | Customers with at least one of those tags |
| Exclude tags | Nobody with any of those tags |
| Both | Customers with a For tag and none of the Exclude tags |
- Tags match as whole words. Upper or lower case doesn't matter.
- Shoppers who aren't signed in have no tags, so they only see rules without For tags.
Show tagged customers only their own methods
By default, a tagged customer sees their tagged methods and all the untagged ones.
To show tagged customers only the rules that list their tag, turn on Customers with tags/groups see only their own applicable methods in Settings. See Global shipping settings explained.
Example
| Method | For Customer Tag | Setting off: a wholesale customer sees |
Setting on: a wholesale customer sees |
|---|---|---|---|
| Standard Shipping | (none) | ✓ | — |
| Wholesale Freight | wholesale |
✓ | ✓ |
A shopper without the tag sees only Standard Shipping either way.
BigCommerce B2B
Some BigCommerce B2B stores also have Customer attribute value. The rule applies only when the customer's attribute equals this value. It's turned on by support.
Check that it works
Sign in to your store as a test customer with the tag, start a checkout, and check the shipping methods. You don't need to complete the order.