Integrations
Customer Experience

Locksmith

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Introduction

Before you start: Please note, your Shopify store must already have the Locksmith app installed before following the below guide. Learn more in "Frequently Asked Questions" below.

Locksmith lets you control access to products, collections and pages in your Shopify store. It's a great way to offer a different experience to your B2B & wholesale customers, giving you control on the content they can (and can't) see.

Locksmith allows powerful ways to restrict content based on conditions such as customer tags (e.g. b2b), email addresses, passcodes, secret links, geographic location, purchase history, a schedule, and more. You can see everything that's possible in the official Locksmith app here.

In this guide, we're going to walk you through some example use-cases of using Locksmith to customise your store for your B2B customers.



Example use-cases

Please note the following When working on a back up theme any lock you create will automatically take effect on your live theme.

Creating B2B-only products

If you have products within your Shopify store that you want to make "B2B-only" and not accessible to your regular customers, this is a great way to manage their visibility.

Step one: Creating the Lock

Go into the Locksmith app within your Shopify store. Click in the "Add new lock" Field and you'll then see the below screen. When you select a product you are then able to browse your products or you can search by the product name.

If you want the lock to take effect straight away you'll need to make sure you have "Enable Lock" selected, otherwise it will be set as a draft.

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Step Two: Add a Key

Once you have selected the product you are wanting to hide and you have created the lock, you'll see the ability to "Add a Key" to allow specific customers view the product.

You'll also need to specify if you want to remove any links to the product and if you want this hidden from your store's native search function along with product listings.

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When you add a Key you'll see a drop down list of rules you are able to use to allow customers to view the product you are hiding.

When using SparkLayer, we advise using 'if the customer is tagged with...' as you are already using tags for your B2B customers (e.g. b2b). Learn more

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Step Three: Customise your Key

When creating a key, you're then able to add numerous conditions your customer has to meet before gaining access to the product. In this example, we're requiring the customer to have a tag of b2b before being able to view the product.

As you can see below, you're able to redirect your customers who are not tagged B2B to a different page (or alternatively they can be given a default message supplied by Locksmith).

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Step Four: Save Lock and Test

Once you have finished setting up your customisations, simply click Save. Next, go to your store and check if you can view the product as logged out customer. And vice versa, try accessing it as a logged in B2B customer.

If you search for the product directly when logged out you should see something like the below.

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If you are already logged in without a B2B tagged account, you'll see a notification message similar to the below.

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Creating B2B-only collections

This is very similar to the "Creating B2B-only products" detailed above but designed to allow you to customise how your collections work. For example, you may have a collection on your Shopify store that shows your B2B products that you don't want your regular customers to see.

Step one: Creating the lock

Go into the Locksmith app within your Shopify store. Click in the "Add new lock" Field and you'll then see the below screen. When you select a Collection you are then able to browse your collections within your store or you can search by the collection name.

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If you want the lock to take effect straight away you'll need to make sure you have "Enable Lock" selected, along with "Protect products in this collection".

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Step Two: Add a Key

Once you have selected the collection you're wanting to hide and you have created the lock, you'll then see the below screen that gives you the ability to "Add a Key" to allow specific customers view the collection.

You'll need to specify if you want to remove any links to the product and if you want this hidden from your store's native search function along with collection listings.

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When you add a Key, you'll see a drop down list of rules you are able to use to allow customers to view the collection you are hiding.

When using SparkLayer, we advise using 'if the customer is tagged with...' as you are already using tags for your B2B customers (e.g. b2b). Learn more

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Step Three: Customise your Key

When creating a key, you're able to add numerous conditions your customer has to meet before gaining access to the product. For this example, the customer must be tagged with b2b to access the collection.

You're also able to redirect your customers who are not tagged B2B to a different page or display a message to them.

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Step Four: Save Lock and Test

Once you have finished setting up your customisations, simply click Save. Next, go to your store and check if you can view the collection as logged out customer. And vice versa, try accessing it as a logged in B2B customer.

If you search for the collection directly when logged out you should see something like the below.

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If you are already logged in without a B2B tagged account, you'll see a notification message similar to the below.

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Creating a B2B-only page

In some scenarios, you may want to create B2B-specific pages on your store that cannot be accessed by your regular customers. This is a great way to customise the B2B experience on your store.

Step one: Creating the lock

Go into the Locksmith app within your Shopify store. Click in the "Add new lock" Field and you'll then see the below screen. When you select a page you are then able to browse your your pages within your store or you are able to search by the page name.

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If you want the lock to take effect straight away you'll need to make sure you have "Enable Lock" selected.

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Step Two: Add a Key

Once you've selected the page you are wanting to hide and you have created the lock, you'll then see the ability to "Add a Key" to allow specific customers view the product.

You'll also need to specify if you want to remove any links to the page and if you want this hidden from your store's native search function.

Document image


When you add a Key you'll see a drop down list of rules you are able to use to allow customers to view the page you are hiding.

When using SparkLayer, we advise using 'if the customer is tagged with...' as you are already using tags for your B2B customers (e.g. b2b). Learn more

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Step Three: Customise your Key

When creating a key, you're able to add numerous conditions your customer has to meet before gaining access to the page. For this example, the customer must be tagged with b2b to access the page.

You're also able to redirect your customers who are not tagged B2B to a different page or display a message to them.

Document image


Step Four: Save Lock and Test

Once you have finished setting up your customisations, simply click Save. Next, go to your store and check if you can view the page as logged out customer. And vice versa, try accessing it as a logged in B2B customer.

If you search for the page directly when logged out you should see something like the below.

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If you are already logged in without a B2B tagged account, you'll see a notification message similar to the below.

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Frequently Asked Questions

How do I change the default messages for locked content

How do I create multiple locks

How do I lock my entire store to B2B customers

Locks aren't taking affect on my backup theme, should they?