Automatically tagging new customer accounts helps streamline your workflow and ensures customers are correctly categorized from the moment they sign up.
This is especially useful if you want to:
Automatically apply wholesale pricing rules
Organize new sign-ups into specific groups
Trigger discounts based on customer tags
🔧 Steps to Create an Auto-Tag Rule
Log in to your Wholesale Pricing Now dashboard.
Navigate to Auto-tag Rules in the main menu.
Click the Create an Auto-tag Rule button.
In the form:
Title: Enter a descriptive name for your rule (this is for internal reference).
Tag: Select or create the tag you want to assign to new customer accounts.
Click Save to activate the rule.
Once set up, every new customer who registers will automatically receive the specified tag.
🎥 Need a Visual Guide?
For a step-by-step walkthrough, watch our Getting Started Video.
💡 Additional Tips
Bulk Tagging Existing Customers: To tag existing customer accounts in bulk, refer to our guide: How do I add tags to customer accounts in bulk?
Understanding Customer Accounts: Learn more about how customer accounts function in Wholesale Pricing Now: How do customer accounts work?
Compatibility with Shopify Accounts: Wholesale Pricing Now works with both Classic and New Shopify Customer Accounts. For more details, see: Does Wholesale Pricing Now work with both Classic and New Customer Accounts?
❓ Frequently Asked Questions
Q: Can I assign multiple tags to new customer accounts automatically?
A: Currently, each auto-tag rule assigns a single tag. To assign multiple tags, you can create multiple auto-tag rules, each with a different tag.
Q: Will auto-tagging apply to customers who sign up before I set up the rule?
A: No, auto-tagging only applies to customer accounts created after the rule is set up. To tag existing customers, use the bulk tagging feature mentioned above.
💬 Still need help?
If you have any questions or need help setting things up, feel free to reach out to us via chat. We’re happy to help!