Assign to customers

Show an option set only to certain customers — by tag, name, email, or whether they are logged in at all.

By default, an option set is shown to everyone. The Customers tab lets you narrow its visibility — for example, to offer wholesale-only options, a VIP engraving service, or a field that is only relevant to signed-in customers.

Before you start

• Make sure you have an option set open in the builder and select Customers in the left sidebar.

• Customer rules are available only on certain plans. If the switches are unavailable, see Compare plans.

• Customer rules narrow the scope of an option set that already has a product rule. They do not replace the product rule — the product rule still determines which products the option set applies to.

The three methods

Like product rules, the three customer assignment methods are mutually exclusive — enabling one automatically disables the other two.

Method	Shows the option set to
Everyone	All visitors, whether signed in or not. This is the default.
Manual Selection	Only the specific customers you select from your customer list.
Automatic Rules	Customers who match your conditions — customer tag, name, email, logged-in status, or guest status.

Everyone is the default, so an option set reaches all customers until you narrow it.

Everyone

The option set is visible to all visitors, including those who are not signed in.

Keep this enabled unless you have a specific reason to limit visibility. Most option sets should be available to everyone.

Manual Selection

Select individual customers from your Shopify customer list.

1

Turn on Manual Selection

Enable Manual Selection. The section expands to show a customer table and a Select customers button.

2

Approve customer data access, once

The first time you use Manual Selection, the app asks for permission to access your customer data. The permission notice explains that the data is used only for this feature and is not shared.

Click Update to approve the permission. This is handled through Shopify, similar to the initial app installation. You must approve access before you can select customers.

3

Select customers

Selected customers appear in a table. To remove a customer, use the remove action on their row. To clear the entire list, click Deselect all customers. You'll be asked to confirm before the list is cleared.

4

Review the list

Selected customers appear in a table. To remove a customer, use the remove action on their row. To clear the entire list, click Deselect all customers. You'll be asked to confirm before the list is cleared.

A manual customer rule must have at least one customer selected. If no customers are selected, the builder displays “Please select customer to apply this option set.” and disables Save.

Manual Selection works best for a fixed list of customers, such as a few wholesale accounts. If the list is likely to grow, tag those customers in Shopify and use an automatic rule instead.

Automatic Rules

1

Turn on Automatic Rules

The block expands with a Customers must match setting and one empty condition.

2

Choose all conditions or any condition

all conditions requires every condition to be true; any condition requires at least one.

3

Build a condition

Field	Matches against
Customer tags	The tags on the customer's record in Shopify.
Customer name	The customer's name.
Customer email	The customer's email address.
Logged-in customer	Whether the visitor is signed in. No operator or value needed.
Guest (non-logged in customer)	Whether the visitor is browsing without signing in. No operator or value needed.

For Customer tags, Customer name, and Customer email the operators are: is equal to, is not equal to, starts with, ends with, contains, does not contain.

Logged-in customer and Guest are switches rather than comparison conditions. When you select either one, the app disables the operator and value fields because the selected field itself defines the entire condition.

4

Add more conditions if needed

Click Add another condition to add a new row. Each row has a delete action for removing the condition.

Customer tags are the most practical field — you control them entirely.

Worked examples

You want	Set up
Wholesale-only bulk options	Customer tags — is equal to — wholesale
Options only for signed-in customers	Logged-in customer
A "create an account for engraving" prompt for guests	Guest (non-logged in customer)
Free personalization for VIPs	Customer tags — is equal to — vip, on a duplicate of your normal set with the add-on prices removed
One corporate client's branded options	Customer email — contains — @theircompany.com
Trade customers except those on hold	all conditions; Customer tags — is equal to — trade; Customer tags — is not equal to — on-hold

Notes

• Customer rules narrow the scope of an option set; they never expand it. A product that does not match the product rule remains out of scope, regardless of who is viewing it.

• Customer rules are evaluated on the storefront based on the signed-in customer's information. Guests can only match Everyone or a Guest condition — a customer tag condition cannot match a guest because there is no customer record to check.

• Customer tags are managed in Shopify admin on the customer's record, not in the app.

• The live preview in the builder does not apply customer rules. To test them, sign in to your storefront as a test customer.

• Manual customer selection requires the customer data permission described above.