Customer Exclusion

Customer Exclusion prevents specific customers from participating in your loyalty program. Excluded customers cannot earn points, claim rewards, or interact with the loyalty widget, but can still shop and receive order confirmations. Existing points are frozen while excluded and restored if re-included.

Access:
Keystone Loyalty Rewards app > Loyalty Program > Program Settings > Customer Exclusion

Exclusion Methods

1. Customer Tags – Automatically exclude customers with specific Shopify tags (e.g., “Wholesale”, “Blocked”)

2. Customer Segments – Exclude customers in selected Shopify segments (e.g., “B2B Customers”)

3. B2B Accounts – Exclude all Shopify B2B accounts (requires modern Shopify Customer Accounts)

Priority: Any matching rule will exclude the customer.

Managing Exclusions

• Add Rules: Configure tag, segment, or B2B exclusions → save → background job applies changes (within ~5 minutes)

• Remove Rules: Delete or toggle off → customers re-included automatically, previous points restored

• View Excluded Customers: Filter customers by exclusion status to see reason, points balance, and date excluded

Use Cases

• Exclude wholesale buyers or B2B accounts

• Block fraudulent accounts

• Prevent employees from participating

Best Practices

• Use tags for flexible, small-group exclusions

• Use segments for large groups or behavior-based rules

• Use B2B toggle for all business accounts

• Review exclusions regularly to ensure rules remain accurate

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Summary:
Customer Exclusion ensures only eligible customers participate in your loyalty program. You can exclude customers automatically via tags, segments, or B2B status. Excluded customers cannot earn or redeem points, and existing points are frozen until re-included. Multiple rules can apply, and changes take effect automatically within minutes. See more here: https://key-stone.app/docs/loyalties/loyalty-program-settings/customer-exclusion.html