How to set shipping rates based on customer tags

Step1: How to create customer profiles in Shopify

1. In your Shopify Admin, go to Customers from the left-hand menu.

2. Click “Add customer” and fill in all relevant details.

3. Use Tags to categorize customers (e.g., wholesale, VIP).



• These tags can later be used in ShipX to apply customer-specific shipping rates.

4. If a customer profile already exists, simply open it and add the relevant tag.

Step 2: How to set rates based on customer tags

1. Go to “Customers” in Shopify and open the customer profile you want to assign a unique rate.

2. Add a tag (e.g., wholesale) and click the “Save” button.

3. In ShipX, go to Rates > Click View on Scenarios.

4. Create scenario, and give your scenario a name (e.g., Wholesale Customers).

5. Set the condition: Customer > Tag > Equals to > Wholesale. Click the “Add” button.

6. Navigate to the “Shipping zone” in the shipping rates section.

7. Click “Add shipping rate” next to the zone.

8. Enter a name for the shipping and select criteria as Cart > Quantity.

9. Click “Add tiered rate” to add shipping rate.

10. Configure the rate (e.g., $50 for any cart quantity) and click the “Add” button.

11. Save the scenario.