Add customer tags automatically to wholesale customers

Shopify Apps

Topic summary

Automating customer tags for wholesale (B2B) customers in Shopify using the Customer Fields app to ensure correct wholesale pricing is shown.

Key capabilities:

  • Add custom fields to registration to collect business info (license, tax-exempt status, address).
  • Optional separate wholesale signup page (e.g., /pages/wholesale-signup) distinct from retail registration.
  • Automatically assign customer tags: conditionally based on form inputs, after data validation, or to everyone submitting a specific form.

Upcoming update:

  • Account approval workflows (ETA ~2 weeks) to hold Shopify customer creation until approval, streamlining onboarding when additional information is required.

Resources:

  • A how-to video on automatically adding customer tags is provided.
  • A newer, improved instructional video link was later shared, indicating updated guidance.

Status and notes:

  • Informational post; no disagreements or decisions needed.
  • Discussion is ongoing pending the rollout of approval workflows.
  • Videos are central to setup and understanding the process.
Summarized with AI on January 14. AI used: gpt-5.
1

Hey everyone,

If you use a wholesale pricing app, you probably rely on adding customer tags to make sure your customers are shown the correct pricing.

Here’s how the Customer Fields app helps merchants manage wholesale/B2B customers:

  • Add additional fields to your registration form to collect business information (business license, tax-exempt status, business address, etc.)
  • Install your wholesale registration form on a new page (such as /pages/wholesale-signup) separate from your retail customer registration form (optional)
  • Automatically add customer tags either conditionally based on form inputs, once certain data is validated, or to everyone who submits a certain form
  • We’re also working on our most-requested feature by wholesalers… we’ll be rolling out account approval workflows in ~2 weeks which will prevent the customer record from being created in Shopify and streamline the process of approving new wholesale customers when more information is needed

Here’s a video on how to automatically add customer tags in Shopify using Customer Fields:

1 Like
2

New and improved video:https://www.youtube.com/watch?v=RbtfbcgXn1s