Setup Guide - Weevio Cloud

Prerequisites

Before setting up visibility rules:

Cross-sell feature enabled in Weevio Cloud
Products already configured with crossSell: true tag
Cross-sell associations created in PIMS (i.e. auto-loads must exist on PIMS inventory records)
Access to Shopify admin (Products and Customers permissions)
Customer segmentation strategy defined

Note:

Planning First: Before adding tags, document your customer segments and which products should be visible to each segment. This prevents tag sprawl and confusion.

Quick Start Workflow

Define Customer Segments

Create a list of customer types and their identifying tags

Tag Customers in Shopify

Add segment tags to customer profiles

Tag Products in Shopify

Add visibility control tags to cross-sell products

Test Visibility

Step 1: Define Customer Segments

Before adding any tags, document your segmentation strategy.

Example Segmentation Plan

Segment	Customer Tag	Purpose	Products to Show
VIP Customers	`vip`	Premium membership	Premium warranties, exclusive accessories
B2B Accounts	`b2b-account`	Business customers	Bulk products, enterprise features
Budget Customers	`budget-conscious`	Price-sensitive	Hide premium upsells
Retail Customers	`retail-customer`	General public	Standard cross-sell products
No AppleCare	`weevio.customer.ace.eligible=true`	Already has coverage	Hide AppleCare products

Note:

Tag Naming: Use consistent, descriptive tag names. Avoid abbreviations unless they're well-documented. Product tag names/prefixes are case-sensitive (must be exactly weevio.product.widget.cross_sell.*), but customer tag values are compared case-insensitively (e.g., "VIP" matches "vip").

Step 2: Tag Customers in Shopify

Add segment tags to customer profiles to enable filtering.

Single Customer Tagging

Navigate to Customer

In Shopify admin, go to Customers → Select the customer

Find Tags Section

Scroll down to the Tags field (usually below customer notes)

Add Segment Tags

Type the tag name (e.g., vip) and press Enter/Return

Add multiple tags by typing and pressing Enter after each

Example tags:

vip
b2b-account
retail-customer
weevio.customer.ace.eligible=true

Save Customer

Click Save at the top or bottom of the page

Important: Tags must match EXACTLY (including capitalization and spacing) with tags referenced in product visibility rules.

Bulk Customer Tagging

For tagging many customers at once:

Option 1: Shopify Bulk Editor

Open Customers

Navigate to Customers in Shopify admin

Select Customers

Check boxes next to customers to tag (or select all with checkbox at top)

Click Bulk Actions

Click Bulk actions button at the top of the customer list

Add Tags

Select Add tags → Enter tag names separated by commas → Click Add tags

Example: vip, premium, enterprise

Option 2: CSV Import/Export

Export Customers

Customers → Export → Select customer fields → Export CSV

Edit CSV

Open CSV in spreadsheet software

Add tags to the Tags column (comma-separated)

Example:

Email, Tags
john@example.com, vip, premium
jane@example.com, b2b-account, enterprise

Import CSV

Customers → Import → Upload modified CSV → Map fields → Import

Option 3: Shopify Flow (Automation)

Use Shopify Flow to automatically tag customers based on conditions:

Example Flow:

Trigger: Customer creates account
Condition: Total orders > 10
Action: Add customer tag "vip"

Example Flow 2:

Trigger: Order created
Condition: Order contains specific product SKU
Action: Add customer tag "weevio.customer.ace.eligible=true"

Note:

Shopify Flow: Available on Shopify Plus plans. Automates tagging based on customer behavior, order history, or custom conditions.

Step 3: Tag Products in Shopify

Add visibility control tags to products that should have filtered visibility.

Single Product Tagging

Navigate to Product

In Shopify admin, go to Products → Select the product

Find Tags Section

Scroll down to the Tags field (usually in the product organization section)

Add Visibility Tags

Type the complete tag and press Enter after each

Required: Product must have crossSell: true tag first

Then add visibility tags as needed:

Explicit Hide:

weevio.product.widget.cross_sell.hide=true

Hide from Specific Customers:

weevio.product.widget.cross_sell.hide_if_customer_tag==budget-conscious

Show Only to Specific Customers:

weevio.product.widget.cross_sell.show_if_customer_tag==vip

Save Product

Click Save at the top or bottom of the page

Example Product Tag Setups

Example 1: VIP-Only Product

Product: Premium Extended Warranty
Tags:
- crossSell: true
- weevio.product.widget.cross_sell.show_if_customer_tag==vip
- weevio.product.widget.cross_sell.show_if_customer_tag==premium

Result: Only customers with "vip" OR "premium" tag see this product

Example 2: Hide from Budget Customers

Product: High-End Accessory
Tags:
- crossSell: true
- weevio.product.widget.cross_sell.hide_if_customer_tag==budget-conscious
- weevio.product.widget.cross_sell.hide_if_customer_tag==price-sensitive

Result: All customers see this EXCEPT those with "budget-conscious" or "price-sensitive" tags

Example 3: B2B Only

Product: Bulk Pack (10 units)
Tags:
- crossSell: true
- weevio.product.widget.cross_sell.show_if_customer_tag==b2b-account
- weevio.product.widget.cross_sell.show_if_customer_tag==wholesale

Result: Only B2B accounts or wholesale customers see this product

Example 4: Hide from Existing Coverage

Product: AppleCare+ Protection
Tags:
- crossSell: true
- weevio.product.widget.cross_sell.hide_if_customer_tag==weevio.customer.ace.eligible=true

Result: All customers see this EXCEPT those who already have AppleCare coverage

Example 5: Temporarily Hidden

Product: Out of Stock Item
Tags:
- crossSell: true
- weevio.product.widget.cross_sell.hide=true

Result: No one sees this product (useful for temporary removal without deleting cross-sell associations)

Bulk Product Tagging

Option 1: Shopify Bulk Editor

Open Products

Navigate to Products in Shopify admin

Select Products

Check boxes next to products to tag

Bulk Actions

Click Bulk actions → Add tags → Enter tag → Click Add tags

Option 2: CSV Import/Export

Same process as customer CSV, but with the Products CSV export/import.

Note:

Tag Format in CSV: When adding visibility tags via CSV, ensure exact formatting including the == delimiter. Spreadsheet software may auto-format or escape special characters.

Step 4: Test Visibility Rules

Verify your visibility rules are working correctly.

Manual Testing Process

Create Test Customers

Create test customer accounts with different tag combinations

Example test accounts:

Test Customer 1: Tags = vip
Test Customer 2: Tags = budget-conscious
Test Customer 3: Tags = b2b-account
Test Customer 4: No tags (guest/default)

Log In as Test Customer

Use Shopify's customer impersonation or log in directly

Add Product to Cart

Add a product that should trigger cross-sell modal

Open Cross-Sell Modal

Click "View Cart" or trigger the cross-sell modal

Verify Products Shown

Check that:

Products with matching show_if tags appear
Products with matching hide_if tags don't appear
Explicitly hidden products never appear
Products with no visibility tags appear (default)

Repeat for Each Test Customer

Test with all customer tag combinations

Testing Checklist

VIP customer sees VIP-only products
Budget customer doesn't see hidden premium products
B2B customer sees business products
Customer with no tags sees default products (no show_if tags)
Customer with exclusion tag doesn't see hidden products
Explicitly hidden products never appear for anyone
Products with multiple show_if tags show to any matching customer
Conflict resolution: hide_if wins over show_if

Browser Console Debugging

Check browser console for visibility decision logs (if debug mode enabled):

Open browser developer tools (F12)
Go to Console tab
Add product to cart and open cross-sell
Look for visibility evaluation logs

Expected log format:

[Cross-Sell] Evaluating visibility for Product X
[Cross-Sell] Customer tags: ["vip", "premium"]
[Cross-Sell] Explicit hide: false
[Cross-Sell] Hide-if check: no matches
[Cross-Sell] Show-if check: matched "vip"
[Cross-Sell] Result: SHOW

Best Practices

Tag Naming Conventions

DO:

Use lowercase for consistency: vip, b2b-account
Use hyphens for multi-word tags: budget-conscious, price-sensitive
Use dot notation for hierarchical tags: weevio.customer.tier=1
Document tag meanings in internal wiki

DON'T:

Mix case inconsistently: VIP vs vip
Use spaces unless intentional: b2b account (confusing)
Use special characters that may break: vip!, b2b?
Create overly long tags: this-is-a-very-long-tag-name-that-is-hard-to-maintain

Tag Management

Organization:

Maintain a tag registry document
Assign tag ownership to team members
Review tags quarterly for obsolete entries
Version control your tag strategy

Limits:

Keep visibility tags per product under 10
Aim for 3-5 show_if tags maximum
Aim for 3-5 hide_if tags maximum
Use broad segments vs individual customer targeting

Maintenance:

Remove obsolete tags when products are discontinued
Update tags when customer segments change
Test visibility after bulk tag updates
Monitor tag usage with Shopify reports

Customer Segmentation Strategy

Start Simple:

Begin with 2-3 broad segments (VIP, Budget, Default)
Add 1-2 products with simple show_if rules
Test thoroughly
Expand gradually based on business needs

Avoid Over-Segmentation:

Too many segments = management overhead
Too many tags per customer = confusion
Start broad, refine based on data

Business-Driven:

Base segments on actual business value
Use data to identify valuable segments
Don't create segments without clear use case

Common Setup Patterns

Pattern 1: Simple VIP Upsell

Goal: Show premium products only to VIP customers

Customer Tags:

VIP customers: vip
Regular customers: (no tag)

Product Tags:

Premium products: show_if_customer_tag==vip

Pattern 2: Hide from Budget Customers

Goal: Don't show expensive upsells to price-sensitive customers

Customer Tags:

Budget customers: budget-conscious
Regular customers: (no tag)

Product Tags:

Expensive products: hide_if_customer_tag==budget-conscious

Pattern 3: B2B vs B2C Split

Goal: Show different products to business vs retail customers

Customer Tags:

B2B: b2b-account
B2C: retail-customer

Product Tags:

B2B products: show_if_customer_tag==b2b-account
B2C products: show_if_customer_tag==retail-customer

Pattern 4: Tiered Access

Goal: Different products for different membership tiers

Customer Tags:

Tier 1: tier-1
Tier 2: tier-2
Tier 3: tier-3

Product Tags:

Basic products: (no visibility tags - show to all)
Tier 2+ products: show_if_customer_tag==tier-2, show_if_customer_tag==tier-3
Tier 3 only: show_if_customer_tag==tier-3

Troubleshooting Setup

Products Not Appearing

Check:

Product has crossSell: true tag
Product has cross-sell associations in PIMS
Visibility tags formatted correctly (exact format)
Customer has matching tag (case-insensitive for values)
No explicit hide tag on product
No conflicting hide_if tag

Products Appearing When They Shouldn't

Check:

Customer doesn't have unintended tags
Product doesn't have typo in visibility tag
Hide_if tag value matches customer tag exactly
No conflicting show_if tag (hide wins)

Tags Not Taking Effect

Check:

Tag format exactly matches: weevio.product.widget.cross_sell.<type><params>
Saved product/customer after adding tags
Cleared browser cache
Widget config has cross-sell enabled

See Troubleshooting Guide for detailed debugging steps.

Next Steps

Learn tag syntax: Tag Reference
See use cases: Examples
Debug issues: Troubleshooting

Note:

Pro Tip: Start with a single product and single customer segment to test the system before rolling out to your entire catalog.

Need Help?

For assistance, please send a message to our Support page.

Tag Reference Examples