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.