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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.

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Exclude customers by Shopify Tag

To exclude customers from your program using Shopify Tags:
  1. In Smile Admin, navigate to Settings > Platform.
  2. In the Exclude customers card, click Edit.
  3. Enter the Shopify customer tag(s) that you wish to exclude.
  4. Click Add.
  5. 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.

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Exclude customers by BigCommerce Customer Group

To exclude customers from your program using BigCommerce Customer Groups:
  1. In Smile Admin, navigate to Settings > Platform.
  2. In the Exclude customers card, click Edit.
  3. Use the dropdown to select the customer group(s) that you wish to exclude.
  4. Click Save.

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Understand customer exclusion behavior

For more information about how exclusions affect points, rewards, referrals, and customer visibility, see: Understand customer exclusions This article explains what happens when a customer is excluded from your loyalty program, including visibility behavior, referral access, and existing reward discount codes.