Customer Type Selection & Auto Tagging in Shopify New Customer Accounts

Shopify Discussion
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1

During registration, users should be able to select their customer type (e.g., B2B, B2C, or Wholesale). Based on the selected type, the corresponding customer tag should be automatically assigned in Customer Accounts. Please let me know how this can be achieved in Shopify’s new customer accounts( Passwordless), whether there is an alternative method available, or if a custom solution is possible.

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2

Hey @kevalt
Here are the steps to help you

1)Keep Shopify’s default login/signup

Use Shopify’s normal passwordless customer account login page.

Customer will:

enter email
receive login code/link
sign in normally

No changes are needed on this screen because Shopify controls it.

  1. Create a Customer Type page or form

After login create a simple page like:

Complete Profile
Select Customer Type

Add options such as:

B2B
B2C
Wholesale

This is where customers choose their account type.

  1. Install a customer form app

Install an app like:

Helium Customer Fields
Customer Fields

These apps help you:

create custom forms
collect customer type information
connect data to customer accounts

  1. Redirect customers after login

Set customers to automatically go to the form page after signing in.

So the flow becomes:
Login then Select customer type and then Continue shopping

  1. Automatically apply customer tags

Inside the app or Shopify Flow, create simple rules:

If customer selects Wholesale and add Wholesale tag
If customer selects B2B so add B2B tag
If customer selects B2C then add B2C tag

Tags will be added automatically to the customer profile.

  1. Use tags for your store setup

Now you can use those tags for:

wholesale pricing
restricted products or pages
special discounts
customer segmentation

The customer first logs in normally using Shopify’s login. After that, they are taken to a simple form where they choose their account type, like B2B, B2C, or Wholesale. Once they make a selection Shopify automatically adds the right tag to their account so it’s properly categorized.

Thank You…!

4

Hello @kevalt

While you can’t directly customize the native signup flow with Shopify’s new customer accounts (passwordless), you can with a lightweight custom approach.
Utilize a Customer Account UI extension to introduce a customer type selector during onboarding. Save the choice to customer metafield, Use Shopify Flow to monitor customer creation or metafield update and auto applying tag for B2B, B2C or Wholesale.

Alternatively, Shopify Forms can pick up the choice prior to Account creation and feed that into Flow for tagging logic.