Showing or hiding a bundle for B2B customers or customer tags

You can choose who gets a published bundle: only your wholesale buyers, everyone except them, or only customers who carry a tag you choose. Bundlex Bundles has two customer settings for this, Shopify B2B and Customer tags. Each can show the bundle only to a group or hide it from that group, and you can use either one on its own or both together.

Both settings apply to the whole bundle deal. A shopper the rule leaves out won't see its widget on the product page, and its checkout discount is withheld too. Other eligible pricing or discounts are separate.

Where to find the settings

1. Open the bundle (Volume Discount) you want to edit.
2. Open the Advanced tab.
3. Find the Who sees the widget card.

The card has three checkboxes: Shopify B2B, Customer tags and Limit to specific markets. This article covers the first two. For markets, see limiting a bundle to specific Shopify Markets.

Shopify B2B

Tick Shopify B2B, then pick one of the two choices:

• Only B2B company customers: only buyers shopping for a company through Shopify's native B2B (Companies and Company Locations) see and get the bundle. Retail customers and guests don't.
• Hide from B2B company customers: everyone except those company buyers sees and gets the bundle.

Use Only B2B company customers for a wholesale-only offer, and Hide from B2B company customers when your Shopify B2B pricing should not stack with a retail offer.

This only detects Shopify's native B2B

The setting relies on Shopify identifying a purchasing company. It does not recognize a wholesale buyer merely because a third-party app labels them as B2B, and a customer tag called b2b does not make someone a company buyer.

Shopify B2B is available on Basic, Grow, Advanced and Shopify Plus, with features varying by plan. See Shopify's current B2B plan requirements. A company buyer also needs a company location in Shopify that they are allowed to order for.

If your wholesale setup comes from a third-party app such as Wholesale Hero or B2B Login rather than Shopify native B2B, this setting will not catch those buyers. Make sure those customers share a customer tag and use Customer tags below with the same tag the app applies.

Customer tags

Tick Customer tags, pick one of the two choices, then list one or more tags:

• has any of: only signed-in customers who carry at least one of the tags see and get the bundle. Guests never do once a tag is set.
• has none of: customers with any of the tags don't see or get the bundle. Everyone else does, guests included.

1. Tick Customer tags and pick has any of or has none of.
2. In the tag field, type a tag and press Enter to add it. Repeat for each tag.
3. Save the bundle.

The field is free text. It does not load a list of your Shopify customer tags. Copy the exact tag from Shopify and press Enter to add it; typing without adding the tag is not enough. A has any of rule needs at least one tag: the bundle can't be saved with an empty list, because it would then be hidden from everyone.

How tag matching works

Each entry must match the customer's tag exactly. Partial matches do not count, and case is ignored:

• A listed tag of vip matches a customer tagged vip.
• It also matches VIP, because case is ignored.
• It does not match vip-gold, because the match is on the whole tag, not a partial or "starts with" match.

So to cover both vip and vip-gold, add each one as a separate entry. Bundlex Bundles trims surrounding spaces and drops blank or duplicate entries, so a stray space won't quietly create a tag that never matches. Spaces inside a tag must match: gold member does not match gold member with two spaces.

A wholesale offer next to a retail offer

To give wholesale customers one offer and everyone else another, make two bundles on the same products:

• the wholesale bundle with Customer tags set to has any of your wholesale tag (or Shopify B2B set to Only B2B company customers);
• the retail bundle with Customer tags set to has none of the same tag (or Shopify B2B set to Hide from B2B company customers).

Each shopper then sees exactly one of them, and checkout applies the matching one.

Guests and signed-in customers

Bundlex Bundles cannot match customer tags for an anonymous storefront visitor. Signing in lets the storefront identify the customer and apply the tag rule.

Checkout checks the customer identity Shopify supplies there. A guest who types the email of a known customer at checkout can be recognized as that customer, so test again after the buyer's identity changes; seeing the widget before signing in does not guarantee a discount at checkout, and the reverse is also possible.

Using both settings together

When both settings are on, a shopper must fit both. For example, Only B2B company customers together with has any of wholesale-eu shows the bundle only to company buyers who also carry that tag. If you want "this tag or a company buyer", make two bundles with the same offers instead.

For more on keeping B2B pricing separate from your offers, see stacking with other discounts.

Test the rule before publishing your promotion

1. Save the rule and activate the deal.
2. Use a prepared customer account with the tag, or a company buyer for a B2B rule. Confirm the account is identified on the storefront.
3. Open a product covered by the deal and check whether the bundle widget shows as the rule says it should.
4. Check a qualifying cart at checkout as the same buyer. This Bundlex Bundles discount should be present or absent to match.
5. Repeat with a shopper the rule leaves out and with a guest.

Use separate browser sessions when comparing buyers. An editor preview does not prove customer eligibility on the live storefront, and a signed-in storefront session can differ from the identity selected at checkout.

Quick reference