Introduction

The Include/Exclude Customers feature lets merchants control which customers can participate in their loyalty program.

This ensures that rewards, points, and special offers are targeted to the right audience — helping optimize your loyalty strategy and maintain program fairness.

Availability: This feature is available on Growth and Established plans only.

Key Features

  • All Customers:
    All store customers are automatically included in the loyalty program. (Default option)

  • Include Customers:
    Add specific customer tags to include only selected customers in the loyalty program.
    Example: Include customers tagged as “VIP” or “Subscribed”.

  • Exclude Customers:
    Use customer tags to exclude specific customers or groups from earning or redeeming points.
    Example: Exclude customers tagged as “Wholesale” or “Staff”.

Steps to Set Up Customer Eligibility

  1. Go to Flits Admin → Settings → Loyalty Settings.

  2. Under Customer Eligibility, select one of the following options:

    • All Customers – Every registered customer participates.

    • Include Customers – Add customer tags to allow only specific customers.

    • Exclude Customers – Add tags to remove certain customers from the program.

  3. If you select Include or Exclude, type the customer tag name in the input field and press Enter/Return.

  4. Click Save to apply your changes.

Note:

  • Make sure the selected customers are already tagged in your Shopify Admin → Customers section.

  • You can add a maximum of three tags for inclusion or exclusion.

  • By default, the All Customers option is selected.

How It Works

  • Customers included in the program will:

    • Earn and redeem points on eligible purchases.

    • See loyalty widgets, reward pages, and offers on their account dashboard.

  • Customers excluded from the program will:

    • Not earn or redeem loyalty points.

    • Not see loyalty options or reward widgets in their account.

Best Practices

  • Use Include Customers to reward premium or loyal segments.

  • Use Exclude Customers to prevent non-target groups (like wholesale buyers or staff) from accessing loyalty benefits.

  • Keep customer tags up to date in Shopify to maintain accurate eligibility.

Need Help?

For setup or troubleshooting assistance, contact support@getflits.com.