Advanced Settings
In Step 3 – Advanced settings, you fine-tune how your lock behaves once the basic logic is in place.
You’ve already told B2B Lock:
What to protect (Step 1 – Lock content), and
Who can access it (Step 2 – Control access).
Advanced settings answer a different question:
“What should blocked visitors see, and are there any exceptions or special rules?”
Not every option needs to be used on every rule. For simple setups you can skip Step 3 and just click Save. But for a polished B2B experience, Step 3 is where you add the details.
1. Lock message & display options
When a visitor does not meet your conditions, B2B Lock replaces your content with a lock message. In Advanced settings, you can customize:
Headline Short, clear title such as:
“Wholesale access only”
“Login to view prices”
Body text Explain who this area is for and what the visitor should do next, for example:
“This content is reserved for approved wholesale customers. Please log in or request an account to continue.”
Button labels If the UI provides buttons (e.g., Login, Register, Contact), you can adjust the wording to match your tone and brand.
Think of the lock message as a mini landing page: it shouldn’t just block people; it should guide the right visitors to the right action.
2. Login, register & other CTAs
For locks that are based on logged-in users or tags, it’s usually helpful to show inline actions instead of a dead-end message.
Depending on your configuration, Advanced settings can let you:
Show a login link or button
Directs users to Shopify’s login page.
Show a create account / registration link
Useful if you allow self-registration for B2B users.
Show a contact or “Request access” link
Points to your contact page or B2B registration form.
Good practice:
If your condition is “customer must be signed in”: → Always show Login and Create account.
If your condition is “customer must be tagged wholesale”: → Add a link or note about how to request a wholesale account.
3. Passcode & secret link behaviour
If your rule uses passcode or secret link conditions, Advanced settings usually gives you extra control, such as:
Case sensitivity for passcodes
Decide whether
Passwordandpasswordare treated the same.
Remembering access
Choose whether the app should “remember” a successful passcode for a period (session/cookie), so users don’t have to re-enter it on every page.
Error message
Customize the message shown when a passcode is wrong or missing.
For secret links, you can:
Clarify what happens if the visitor arrives without the secret token (e.g., redirect to lock message, homepage, or another page).
4. Exclusions & scope fine-tuning
Sometimes you lock a big area (like an entire collection or the whole site) but you want exceptions.
Advanced settings often lets you:
Exclude specific products or pages
Example: lock the “Wholesale” collection but exclude one public product that must stay visible.
Exclude certain URLs even when “entire website” is locked
Example: keep your “Contact” or “About us” pages public while everything else is gated.
Use exclusions when:
Your rule target is broad (whole site / large collection).
You have a few elements that must remain public (legal pages, contact page, marketing landing pages, etc.).
5. Session & remember-me behaviour
For login- or passcode-based locks, you can usually control how long the unlock state should last:
Session-based: access lasts as long as the browser session is active.
Time-based (if available): access is remembered for a certain period.
This affects how often users need to re-authenticate:
For strict content (sensitive B2B pricing, confidential documents), shorter sessions may be better.
For typical wholesale browsing, a more generous “remember me” improves user experience.
6. Schedule & time-based controls
Depending on your version/plan, you may see start/end time or schedule options in Advanced settings.
These let you:
Make a lock active only between specific dates (e.g., before a launch or during a private sale).
Automatically start or end a lock without manual intervention.
Example uses:
Pre-launch pages that are only accessible to partners before a public release.
Time-limited campaigns where VIP customers get early access to collections.
7. SEO & search visibility
While the target and price settings control most of what appears publicly, Advanced settings is often where you refine the experience around visibility:
Decide whether blocked users see a friendly message vs a hard “404/Not found” experience.
Make sure your messaging clearly tells search engine visitors why they’re seeing a locked screen (e.g., wholesale-only, login required).
Paired with “Hide price on Google” (configured when targeting prices), this helps you keep B2B information controlled while still maintaining a good UX.
8. When can you skip Advanced settings?
You don’t have to configure every option in Step 3 for every rule.
You can safely skip Step 3 and just click Save when:
You’re testing or prototyping a rule.
You just need a simple internal control (e.g., hide a test page from guests).
The default lock message is “good enough” for now.
You should spend more time in Advanced settings when:
The rule impacts real customers (especially first-time visitors).
You’re locking critical areas like pricing, wholesale collections, or key landing pages.
You want a polished, branded experience with clear actions (login, register, contact, etc.).
Recap
In Step 3 – Advanced settings, you transform a basic lock into a user-friendly, business-ready experience:
Customize the message blocked users see.
Add Login / Register / Request access calls-to-action.
Control passcode and secret link behaviour.
Add exclusions so some pages/products remain public.
Tweak session, schedule, and visibility for a smoother B2B flow.
Once you’re comfortable with Step 1 and Step 2, Step 3 is where you refine everything to match your brand, policies, and customer journey.
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