Include or Exclude Specific Customers

      Include or Exclude Specific Customers


        Article summary

        Products


        Loyalty & Referrals
        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud

        You can choose to include or exclude specific customer groups from participating in your loyalty and rewards program. For example, you can choose to exclude brand employees.

        In this article, you will learn how to use this function according to the eCommerce platform you are using.

        Tip:

        In addition to including/excluding groups and customers, you can also Exclude Product IDs and Collection IDs from earning rewards

        Shopify

        In Shopify, you have the ability to create customer tags. Learn more about creating and using tags in Shopify.

        Once you have set up your customer tags:

        1. Log in to your Loyalty & Referrals admin.
        2. Go to the Settings section and scroll down to the Exclude or Include Specific Customer Tags field.
          • You can exclude or include more than one tag

        BigCommerce

        In Bigcommerce, you have the ability to create customer groups. Learn more about Customer Groups on Big Commerce.

        Once you have set up your customer groups:

        1. Log in to your Loyalty & Referrals admin.
        2. Go to the Settings section and scroll down to the Exclude or Include Specific Customer Groups field.

        SFCC (Salesforce Commerce Cloud)

        In Salesforce Commerce Cloud, you have the ability to create customer groups. Learn more about how to Create and Edit Groups on SFCC.

        Once you have set up your customer groups:

        1. Log in to your Loyalty & Referrals admin.
        2. Go to the Settings section and scroll down to the Exclude or Include Specific Customer Groups field.

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