How to exclude customers or products from the Rewards programs
If you want to exclude certain products from earning points or prevent specific customers from participating in the Rewards programs, Growave provides the flexibility to manage these preferences. This can be useful if you want to target rewards specifically for certain users or products while excluding others.
IN THIS ARTICLE:
Rewards availability settings
In the Growave admin panel, go to Rewards → Settings → Rewards availability settings section. Here you can choose to include certain customers and/or products in the Rewards program or exclude them from participation using tags:
Customer and product tags
Before enabling these settings, you need to create relevant tags for customers and products.
- Open the specific product, transfer, customer, blog post, order, or draft order details page in Shopify.
- In the Tags section, enter the name of a tag you want to add or select it from the list of existing tags. If you enter the name for a new tag, it will automatically be created for future use in the section.
- Click Save.
Once you create the tag in the Shopify Admin, you can use it in the Growave Rewards availability settings section.
NOTE: Follow this Shopify guide on using tags for more details.
Specify customers eligibility
Select the Specify customers eligibility checkbox. Here you can add tags to allow or forbid certain customers to participate in the Rewards program:
Use the tags created in Shopify admin for customers and enter them into the relevant field to enable customers with listed tags to participate in the Rewards program or exclude them from participation.
NOTE: If either the allowing or forbidding option is enabled in the Customer eligibility section, not logged-in users (guests) will not see the Reward widget and the rewards page will display a message indicating that rewards are not available.
Specify products eligibility
Select the Specify products eligibility checkbox. Here you can add tags to allow or forbid certain products to participate in the Rewards program:
NOTE: If you exclude products from the Rewards program, customers will still be able to apply discount codes to them.
Program participants
The Manage who can earn points in your loyalty program setting allows you to control customer eligibility for earning points:
- All customers: All customers, including guests, can earn points. However, they must create a store account to access and redeem their rewards.
- Only customers with a store account: Only customers who have a store account can participate in the loyalty program and earn points. Guests cannot accumulate points without creating an account.
Scenario options
Scenario 1
If both the "Specify products eligibility" and "Specify customers eligibility" checkboxes are selected, and:
1.1 Radio buttons "Allow for customers with listed tags" and "Allow for products with listed tags" are enabled.
Then these options will be considered simultaneously as in the following examples:
EXAMPLES:
- A user has a customer eligibility tag and buys a product with a product eligibility tag = receives a reward.
- A user has a customer eligibility tag but buys a product without a tag or with a different tag = does not get the reward.
- A user does not have a customer eligibility tag but buys a product with a product eligibility tag = does not get the reward.
1.2. Radio buttons "Allow for customers with listed tags" and "Forbid for products with listed tags" are enabled.
In this case, users who have the tag under Specify customers eligibility but buy a product without the tag under Specify products eligibility (as products with tags are forbidden here) will still receive the reward.
1.3. Radio buttons "Forbid for customers with listed tags" and "Allow for products with listed tags" are enabled.
In this case, all users who do not have a tag listed under Specify customers eligibility will participate in the Rewards program. To get the reward, these users will have to buy the product with the tag listed under Specify products eligibility.
1.4. Radio buttons "Forbid for customers with listed tags" and "Forbid for products with listed tags" are enabled.
In this case, any user who has the tag under Specify customers eligibility or buys a product with the tag listed under Specify products eligibility will not receive a reward. Any user who doesn't have a customer eligibility tag and buys a product forbidden with a product eligibility tag will not receive a reward as well.
That is, in this last scenario, rewards will be given only to users without tags and for products without tags if such purchases meet Ways to earn rules set under the Rewards program.
NOTE: If you select both the "Speficy customers eligibility" and "Speficy products eligibility" checkboxes but don't add a tag to one or both of them, Growave won't save the changes and you will see a validation error:
Scenario 2
If Specify customers eligibility or Specifcy products eligibility checkboxes are enabled separately, each condition will be considered on its own. The reward will be given based on the specific enabled eligibility setting.
Examples:
- If only Specify customers eligibility is enabled:
- Customers with tags, included in the Rewards program, will receive rewards for relevant actions, or
- Customers with tags, excluded from the Reward program, won't receive any rewards.
- If only Specify products eligibility is enabled:
- Customers will receive rewards only for buying products with tags, included in the Rewards program, or
- Customers will not receive rewards for buying products with tags excluded from the Rewards program.
NOTE: You can see if a certain customer is excluded from the Rewards program by checking their profile. In the Growave admin panel, go to Customers and click the customer name:
If you have any questions or need assistance, please reach out to us at support@growave.io or use the chat icon in the bottom-right corner. We're here to help!