Exclude specific customers by tag

Block individual customers — staff, blocked accounts, or a specific segment — from earning and redeeming loyalty rewards using their Shopify tags. This is the tag-based side of Eligibility; for company buyers, exclude B2B customers instead.

Steps

1. Go to Settings → Eligibility → Excluded customers.
2. In Customer tags, type Shopify tags separated by commas (for example staff, wholesale, blocked-loyalty), then Add tag.
3. Click Save to apply the change.

How to exclude specific customers from earning by Shopify tag in Charm

Tip

Excluded customers are blocked from both earning and redeeming — not just earning. The tag must match the customer’s Shopify tag exactly; tags are set on the customer’s profile in your Shopify admin’s Customers section.

Related

• Concept: Eligibility, expiry & anti-fraud
• Exclude B2B / wholesale customers from earning
• Exclude products from earning points