Exclude Customers From Your Loyalty Program

Created by Brett Mikulik, Modified on Mon, 07 Nov 2022 at 10:16 AM by Brett Mikulik

Overview

Version 2 of Bold Loyalty Points offers the ability to exclude certain customers from your loyalty program.

This is useful if you're offering deals to wholesale customers and don't want them to "double-dip" on the benefits they're receiving. Excluded customers will retain all of their existing points.

Excluded customers will not earn points, have the ability to redeem them, see the storefront widget, or receive program emails going forward.

Alert

This feature uses Shopify's customer tags to exclude your customers. Please visit Creating and Using Tags in Shopify for more information.

Setup

From the Shopify admin, select Apps.
Select Bold Loyalty Points.
Select Settings, then Program Settings.
Under Exclusion tags, enter the customer tag you want to exclude from your program.
Select Add Tag.
Repeat Steps 4 & 5for every tag you want to exclude. (optional)
Select Save Changes.