There may be situations where you do not want a customer to participate in your loyalty and rewards program. Common examples are wholesalers or influencers who are engaged with your brand in other ways than the traditional customer. Using Shopify Tags you can exclude those individuals from earning points and redeeming for rewards.

You can navigate to Smile > Customers > Search customer email and choose Exclude from program underneath the customers name on the page

Go to Smile > Settings > Platform > Customer Settings > Click Edit

Write the Shopify customer tag (paying attention to spelling and capitalization) that you wish to exclude, and press Add. When you've finished adding the tags you want excluded press Save.

If you use BigCommerce - use the dropdown to select the customer group that you would like to exclude from your rewards program.

📋 Note: Tags are case-sensitive please enter the tags exactly as how they are entered in Shopify. For example, if you enter "Wholesale" in Shopify, and "wholesale" in your Smile Customer settings - the customers will not be excluded.

📋 Note: These exclusions should only be made for customers who you're rewarding in other ways, like wholesaler discounts. Your goal with a rewards program should be to get as many customers as possible to join and start earning rewards.

When a customer is excluded from your program:

Excluded customers may still see Smile content if any embedded content has been added to your site. Our support team can help you through code changes to ensure this content is hidden.

📋 Note: If an excluded customer is not logged into their store account, they will still be able to see your program Launcher.

What's next?

Add customers

​Learn more

Remove program customers

Remove customers from synced platforms

Adjust customer points balance