Display Option Based on Customer Group and Country

Tailor the product experience to specific customer groups and regions, enhancing relevance and improving conversion rates.

Step 1: Create Option Sets

Start by creating the option set with the specific options (e.g., size, color, warranty) you want to display only to certain customer groups or countries.

How to create an option set

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Step 2: Assign the Option Set to Products

1. While editing the option set, go to the Product Selection section.

2. Select the products where this option set should appear.

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Step 3: Apply Filters Based on Customer Group or Country

Customer Group Filter

You have three visibility settings under the Customer Group section:

1. All Customers This option set is visible to everyone without any filtering.

2. Manual Select specific customers manually to display the option set to.

3. Automated Display the option set based on dynamic rules like customer tags, email, login status, or whether the user is a guest.

Automated Option Set Display Rules Configure conditions to display the option set only when specific criteria are met.

Available Conditions:

• Customer tags

• Customer name

• Customer email

• Logged-in customer

• Guest (non-logged-in customer)

Condition Matching Options:

• All conditions must be met

• Any condition can be met

Example:

• Rule: Customer tag is equal to "Specials"

  • Only customers with the "Specials" tag will see the option set.

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Country Filter

You can control which countries see the option set using country-based rules.

1. All Countries (Toggle ON)

• Option set is shown in all countries by default.

2. Include (Show only in selected countries)

• Turn ON the Include toggle.

• Select countries where this option set should appear.

• Example: Select United States, Canada → Option set will only appear to users in those countries.

3. Exclude (Hide in selected countries)

• Turn ON the Exclude toggle.

• Select countries where the option set should not appear.

• Example: Select France, Germany → Option set will be hidden from customers in these countries.

4. Country Selector List

• Use the searchable country list to easily find and select countries.

• You can filter by Market or Country tab.

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Testing the Setup

1. Use a customer account with the appropriate tags or status.

2. Log in from a specific country (use a VPN for testing if needed).

3. Visit the product page.

4. Verify that the correct option set appears or is hidden, based on the conditions.

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