---
title: "Include or Exclude Specific Customers"
slug: "include-or-exclude-specific-customers"
tags: ["Shopify", "Salesforce Commerce Cloud", "Shopify Plus", "BigCommerce", "Loyalty and Referrals"]
updated: 2024-07-11T09:48:47Z
published: 2024-07-11T09:48:47Z
canonical: "support.yotpo.com/include-or-exclude-specific-customers"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.yotpo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Include or Exclude Specific Customers

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](/v1/docs/product-and-collection-exclusions-on-shopify)

## Shopify

In Shopify, you have the ability to create customer tags. **Learn more about** [creating and using tags in Shopify](https://help.shopify.com/en/manual/productivity-tools/using-tags#add-a-tag).

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. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/d29d41ee-db51-4b26-81d4-ac6b8c0cfe3c.png?sv=2026-02-06&spr=https&st=2026-10-31T09%3A14%3A00Z&se=2026-10-31T10%3A14%3A00Z&sr=c&sp=r&sig=QB%2FZupzFsOPvKmXb37CmL2EjW9j9DYQzHkM%2Byjf71DY%3D)
  - 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](https://support.bigcommerce.com/s/article/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.

![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/8db6fac8-d0fd-4443-bc1d-f634b2982cde.png?sv=2026-02-06&spr=https&st=2026-10-31T09%3A14%3A00Z&se=2026-10-31T10%3A14%3A00Z&sr=c&sp=r&sig=QB%2FZupzFsOPvKmXb37CmL2EjW9j9DYQzHkM%2Byjf71DY%3D)

## 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](https://help.salesforce.com/s/articleView?id=sf.creating_and_editing_groups.htm&type=5) 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. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/38918298-785c-489f-83ba-fbde6eabb9c2.png?sv=2026-02-06&spr=https&st=2026-10-31T09%3A14%3A00Z&se=2026-10-31T10%3A14%3A00Z&sr=c&sp=r&sig=QB%2FZupzFsOPvKmXb37CmL2EjW9j9DYQzHkM%2Byjf71DY%3D)