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".
If you have a lot of customers you need to tag with the same tag, you can use our Adjust Tags tool to tag customers in bulk.
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.