Skip to content
Visit ShipperHQ.com
  • There are no suggestions because the search field is empty.

Shopify Customer Tag Support

Customize Shopify shipping rates using Customer Tags for targeted customer segmentation

Overview

Customer Tags in Shopify are a powerful way to segment your customers. With ShipperHQ, you can now use these tags to customize the shipping options and rates you offer to different groups of customers. Whether you cater to B2B, B2C, or various tiers of buyers, you can apply shipping rule logic to meet your needs more effectively.

Table of Contents

Requirements

  • Available for Shopify Plus only
  • Requires Shopify Checkout 2.0 (not supported on checkout.liquid)
  • Available for standard checkout as well as ShipperHQ Enhanced Checkout
  • Access must be enabled on your ShipperHQ account by the ShipperHQ team. Contact us to request access

Setup

Installing Required Checkout Extension

To use Shopify Customer Tags with ShipperHQ, you'll need to install a Checkout Extension in your Shopify Admin.

  1. Login to your Shopify Admin and navigate to Settings.
  2. Locate the Checkout option on the left navigation menu and click to access these settings.

    Location of Checkout option in the left menu

  3. Select Customize in the Checkout Customization field at the top of the page.

    Location to select Customize option.

  4. Under the Shipping Section, click Add App Block to enable SHQ Customer Groups.

  5. From here, simply select Customer Groups Support to complete the process on the Shopify side.

Steps to Enable in ShipperHQ

  1. Login to your ShipperHQ Account by clicking Manage App.

    Location to select Manage app to login to ShipperHQ app.

  2. Once redirected to your ShipperHQ account, locate the Shipping Rules link on the left navigation menu and click to enter.

    Select All Shipping Rules under Shipping Rules menu on dashboard.

  3. From here, locate the Settings link in the upper right corner of the page. This is where you enable the advanced rule setting to include Customer Groups as a rule condition.

    Location to click on settings to enable advanced settings for shipping rules.

  4. Locate the field for Customer Groups and set this to Yes. Then click Apply to complete this process.

    Location to enable Customer Groups for shipping rules.

  5. Once completed, you can create shipping rules using customer tags in Shopify, mapped to customer groups within ShipperHQ.

Please see our guide for using ShipperHQ Customer Groups for details on setting up rules and editing or managing customer group settings.

Express/Accelerated Checkout

Using Express or Accelerated Checkout may bypass the Shipping Page, preventing Customer Tag information from being included in the rate request. This could result in unexpected shipping methods and rates.

Solution

Add the Customer Group Support app block to the Information and Payment sections in your Shopify Checkout Settings. This ensures customer tags are included in rate requests to ShipperHQ, returning the correct shipping methods and rates.

Information Section Payment Section

Additional Notes

Initial support for preconfigured customer groups designated as "Logged in" (a registered user) and "Not logged in" (guest) groups is available by default. 😊