Introduction
As the store owner, you have complete control over managing the list of customers in your Loyalty program. If it is ever needed, you can easily exclude customers, whether they are members or guests, from the program.
What Does It Mean to Exclude a Customer?
When a customer is excluded from your loyalty program:
They will no longer see any part of your loyalty program, including widgets, checkout extensions, or reward pages.
They will not be able to earn or redeem points.
Points activity will continue to be recorded for internal tracking purposes.
They will not be notified about the exclusion.
They will not be counted toward your loyalty program's member total.
Note: If an excluded customer is not logged in to their store account, they may still see loyalty program elements on your storefront.
When to Exclude Customers?
Here are some common scenarios for excluding customers:
Suspected fraud or abuse of the loyalty system
VIP or wholesale customers managed through a separate rewards process
Store employees who should not earn points
Running special promotions with limited participant eligibility
Temporarily removing access for certain customer groups
How to Exclude Customers?
Option 1: From the Customer Profile
In the Loloyal Dashboard, go to the Customers tab.
Use the search bar to find the customer by email.
Click on the customer’s name to open their profile.
Click Exclude from program.
Confirm the action when prompted. Their status will update to Excluded.
Option 2: Exclude Customers by Tag
In Loloyal Admin, go to Preferences > Smart tags.
Toggle on the Customer exclusion by tags option.
Enter the relevant Shopify customer tag(s) you want to use for exclusion.
Click Add to apply the tags.
Save your changes.
How It Works?
Customers with matching tags will automatically be excluded and labeled as Excluded by tags.
If you disable the exclusion-by-tags feature, those customers will be restored to their previous status (e.g., Member or Guest).
If your Loloyal app plan is deactivated, the tag-based exclusion feature will also be turned off.
