Tag-based Collections & Products

This page shows how to use customer tags with B2B Lock to control which collections/products different customers can see.

Think of it as:

“If customer has tag X → show catalog Y.”

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1. Core pattern

The basic pattern is:

1. Decide which customers should see a catalog segment.

2. Give them a tag (e.g., wholesale, eu-distributor, vip).

3. Create a B2B Lock rule:

   • Step 1: choose what to protect (products/collections).

   • Step 2: allow access only for customers with that tag.

   • Step 3: customize lock message for everyone else.

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2. Example 1 – Wholesale collection for wholesale-tagged customers

Goal Allow only wholesale customers to see the Wholesale collection.

Step 1 – Lock content

• Target: Hide collections

• Select: collection “Wholesale”

Step 2 – Control access

• Condition:

  • If the customer is tagged with wholesale

Result:

• Wholesale-tagged customers:

  • See the Wholesale collection in navigation and can browse normally.

• Everyone else:

  • Don’t see the collection; if they hit the URL directly, they see a lock message.

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3. Example 2 – Distributor-only products

Goal Only customers tagged distributor can see certain products.

Step 1 – Lock content

• Target: Hide products

• Select: all SKUs you want to limit to distributors.

Step 2 – Control access

• Condition:

  • If the customer is tagged with distributor

Result:

• Distributor-tagged customers:

  • See those SKUs in collections and product pages.

• Others:

  • Don’t see them in collections/search; direct URL can be locked.

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4. Example 3 – Region-based catalogs

Goal US distributors see a US collection; EU distributors see an EU collection.

Tags

• Customers in the US: us-distributor

• Customers in the EU: eu-distributor

Two locks:

1. Lock for US collection

• Step 1:

  • Target: Hide collections → US-Wholesale

• Step 2:

  • Condition: If the customer is tagged with us-distributor

1. Lock for EU collection

• Step 1:

  • Target: Hide collections → EU-Wholesale

• Step 2:

  • Condition: If the customer is tagged with eu-distributor

Result:

• US distributors see only the US catalog.

• EU distributors see only the EU catalog.

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5. Tips for designing tag-based catalogs

• Prefer collection-level locks when possible:

  • Easier to manage than many product-level rules.

• Keep tag names aligned with business groups:

  • wholesale, us-distributor, eu-distributor, vip.

• Use product/collection naming and structure to mirror segments:

  • e.g., Wholesale – US, Wholesale – EU.

When tags and collections match real-world segments, B2B Lock rules become easy to read: “You’re wholesale → you see the wholesale collection.”