Introduction

As the proprietor of the store, you have full authority to oversee the customer list in your Loyalty initiative. Should the need arise, you can readily bar any customers, regardless of their status as members or guests, from participating in the program.

What does it mean to be excluded?

Barred customers will be unable to accumulate points for any actions that typically result in point rewards, such as making a purchase. Moreover, when a barred customer signs into their store account, they will not see any Loyalty program displays like the Dedicated Page or Floating Widget, effectively preventing them from using any points they may have.

Excluding customers from the customer profile

To exclude customers from your programs:

1. From the BrandLift Dashboard, go to Customers
2. Search for a customer by email and click their name
3. Click Exclude
4. Confirm the action by clicking Change Status on the prompt and their Loyalty status will be changed to Excluded.

Excluding customers using a Shopify tag

Use our Shopify tag to easily exclude customers from your Loyalty program.

A single customer

1. From your Shopify admin, go to Customers
2. Search for a customer by email and click their name
3. In the Tags section, enter BrandLift Excluded and click Add
4. Save changes. You'll see their Loyalty status updated in BrandLift.

Multiple customers

1. From your Shopify admin, go to Customers
2. Select multiple customers
3. Click the three-dot button below the Search Customer text box
4. Click Add tags
5. Enter BrandLift Excluded and click Add
6. Save changes.

Common questions

How much does it take to reflect customers excluded from Shopify in the app?

When you apply or remove the customer tag to bar customers, BrandLift may require up to 60 seconds to update the Loyalty status. Remember to confirm changes in Shopify and reload the customer profile page in BrandLift.

Can I totally delete members using the app?

Unfortunately, this isn't feasible. Your members/guests roster is derived from data in your Shopify Admin, and the application lacks the capability to remove individuals from that list.

Can I import members to the app?

The email addresses of your customers in your Shopify admin will automatically synchronize with our application. However, you still have the option to import data using a CSV file, which can include relevant details like point balances and birth dates. Prior to proceeding, ensure you've prepared and saved the CSV file on your device. Read more on Using CSV files with BrandLift Loyalty.​​

Can I setup a Flow to help automate this?

Indeed, if you're utilizing Shopify Flow, you can create a workflow to automatically apply tags to specific customer segments. This template provides a foundation in Shopify Flow for setting up the exclusion of certain customers from earning rewards in BrandLift.