Overview

If you have different groups of customers, such as wholesalers vs retail customers, and want a way to segment their ability to utilize your rewards program, then tags are a great way to do this. 

We recommend for all customers to have the ability to earn points & rewards, but if you need to exclude a particular customer group, this article explains how to do that. 

Note:  Customer Segmentation (tags) begins on our Growth Plan. 

Adding Tags to a Customer

The 1st step in excluding customers from your rewards program is to add a Tag to a particular customer. This tag can be referenced in other screens so Lootly knows which customer to exclude. To get started, follow the steps below: 

  • Click on Customers , within the left side menu.
  • Find a particular customer and click into their profile.
  • Scroll down to the bottom right of their profile, where it says "Customer Tags"

To add a new tag, begin typing in the text field. For example, if this customer is a wholesaler, I can enter in a tag called "wholesaler". 

Exclude a Customer from earning Points 

To exclude a particular customer from an earning action, follow the steps below: 

  • Click on Points > Earning
  • Select the Earning Action and click into the edit screen
  • Scroll down to the "Earning Restrictions" area and under "Customer Restrictions" click the Add button 
  • Select "Customer tags" from the 1st drop down
  • For the middle drop down add "has none of" , which means if a customer does not have this tag, then they can earn points. 
  • Next enter in your previously created tag, example "wholesaler" within the last text field on the right. 
  • Click Save and you're all set. 

This means that if this particular customer attempts to complete this earning action, they will not receive points. 

Exclude a Customer from redeeming points on a particular reward

Similar to the above instructions, you can also do the same thing for rewards. 

  • Click on Points > Spending
  • Select the Spending Reward and click into the edit screen
  • Scroll down to the "Earning Restrictions" area and under "Customer Restrictions" click the Add button 
  • Select "Customer tags" from the 1st drop down
  • For the middle drop down add "has none of" , which means if a customer does not have this tag, then they can earn points. 
  • Next enter in your previously created tag, example "wholesaler" within the last text field on the right. 
  • Click Save and you're all set. 

Exclude a Customer from a VIP Tier

Similar to the above instructions, you can also limit which customers are eligible to gain access to a VIP Program. For example, you may only want retail customers eligible to receive these bonuses, and not wholesale customers. 

  • Click on VIP > Tiers
  • Select the Tier and click Edit 
  • Scroll down to the bottom where you see "VIP Tier Restrictions" 
  • Select "Customer tags" from the 1st drop down
  • For the middle drop down add "has none of" , which means if a customer does not have this tag, then they can earn points. 
  • Next enter in your previously created tag, example "wholesaler" within the last text field on the right. 
  • Click Save and you're all set. 

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