🛒 Supported on all platforms
💳 Available on Growth, Plus, and Enterprise plans
👤 Accessible to all roles
Using Shopify Tags or BigCommerce Customer Groups you can remove a group of customers from participating or interacting with your loyalty program. This can be useful for customers you are rewarding in other ways, such as wholesaler discounts.
✅ Tip: To exclude an individual customer from participating your program, please review our guide on excluding a single customer.
Exclude customers by Shopify Tag
To exclude customers from your program using Shopify Tags:
In Smile Admin, navigate to Settings > Platform.
In the Exclude customers card, click Edit.
Enter the Shopify customer tag(s) that you wish to exclude.
Click Add.
Click Save.
💡 Important: Tags are case-sensitive, the tag needs to be entered exactly as it appears in Shopify. For example, if you enter "Wholesale" in Shopify, and "wholesale" in Smile, the tags won’t match and the customers would not be excluded.
Exclude customers by BigCommerce Customer Group
To exclude customers from your program using BigCommerce Customer Groups:
In Smile Admin, navigate to Settings > Platform.
In the Exclude customers card, click Edit.
Use the dropdown to select the customer group(s) that you wish to exclude.
Click Save.
What to expect when a customer group is excluded
Customers are not notified when they are removed from the program. An excluded customer will not see the Smile launcher or panel while logged into their store account. They will not earn points or be able to spend points, and their referral link will no longer be active or usable.
Excluding customers does not remove or delete their profile from Smile Admin, and you can continue to view a customer’s profile or add the customers back to your program at a later date.
ℹ️ Note: When an excluded customer is not logged into their store account, they will still be able to see your program launcher.