# Silver / Gold Segmentation Pattern

This page explains a common **tiered segmentation** strategy:

> **Silver** customers see **Silver** products.\
> **Gold** customers see **Gold** products (and possibly Silver too).

You can expand this pattern to **Bronze / Silver / Gold / Platinum** later.

***

#### 1. When to use Silver / Gold segmentation

Use this pattern when:

* You have **tiered pricing or catalog** for different customer levels.
* You want:
  * Entry-level customers to see a limited set.
  * Higher tiers to see more or better offers.
* You still want everything managed in **one Shopify store**.

***

#### 2. Tag design

Create clear tier tags:

* `silver`
* `gold`

Optional extras:

* `platinum`
* `vip`

Make sure each customer has **one main tier tag** (or a clearly defined combination) based on your business rules.

***

#### 3. Catalog design options

You can structure products in two main ways:

**Option A – Separate collections per tier**

* Collection: `Silver Products`
* Collection: `Gold Products`

**Option B – Mixed collections, products themselves indicate tier**

* All products in one or few collections
* Use **product tags** or internal logic to group them by tier
* Use B2B Lock rules to hide/show product cards

Option A is usually easier to manage visually; Option B gives more flexibility but can be trickier to keep tidy.

***

#### 4. Rule setup – Silver only

**Goal**\
Silver customers should see only the **Silver-tier catalog**.

If you use **collections**:

**Step 1 – Lock content**

* Target: **Hide collections**
* Select: `Silver Products` collection

**Step 2 – Control access**

* Condition:
  * **If the customer is tagged with `silver`**

Result:

* Silver customers: see Silver collection.
* Everybody else: do not see Silver collection.

If you want **Silver-only** (no Gold access), you’ll choose later whether Gold customers also get Silver in addition to Gold.

***

#### 5. Rule setup – Gold (and optionally Silver + Gold)

There are two common ways to treat Gold customers:

**Option 1 – Gold sees Gold only**

* Gold has a completely separate catalog.

**Step 1 – Lock content**

* Target: **Hide collections**
* Select: `Gold Products`

**Step 2 – Control access**

* Condition:
  * **If the customer is tagged with `gold`**

Silver customers won’t see Gold collection; Gold won’t see Silver collection (unless you create additional rules).

***

**Option 2 – Gold sees both Silver and Gold**

This is more common: Gold tier gets access to **everything Silver gets**, plus extra.

You can do this two ways:

**Way A – Give Gold tag access to both collections**

1. Lock: `Silver Products`

* Step 1:
  * Target: **Hide collections → Silver Products**
* Step 2:
  * Condition:
    * **If the customer is tagged with `silver` OR `gold`**

2. Lock: `Gold Products`

* Step 1:
  * Target: **Hide collections → Gold Products**
* Step 2:
  * Condition:
    * **If the customer is tagged with `gold`**

Result:

* Silver customers:
  * See only Silver collection.
* Gold customers:
  * See both Silver and Gold collections.

**Way B – Use separate tags but a single rule per collection**

Similar idea, just simplified:

* For `Silver Products` lock, use condition: **tag is `silver` or `gold`**.
* For `Gold Products` lock, use condition: **tag is `gold`**.

***

#### 6. Messaging & UX

In your lock messages and onboarding flows:

* Make it clear what each tier gets:
  * “Silver customers have access to Silver catalog.”
  * “Gold customers have access to Gold catalog (plus Silver catalog in some setups).”
* Use B2B Lock lock messages for unauthorized visitors:
  * “This collection is only for Gold tier customers. Please contact us if you’d like to upgrade your account.”

This helps customers understand **why** they do or don’t see certain collections.

***

#### 7. Extending the pattern

You can extend Silver/Gold logic to:

* `bronze` → limited introductory catalog
* `silver` → more products / better pricing
* `gold` → full catalog, best pricing
* `platinum` → custom or enterprise products

Each tier then gets:

* One or more **collections**
* One or more **B2B Lock rules** keyed off its tag

As long as you keep:

* Tag names consistent, and
* Collections logically grouped by tier,

you can scale your **B2B segmentation** without making your rules unmanageable.


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