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Exclude Customer
Updated over a week ago

If you wish to remove a customer from your loyalty program, you can use our feature of Exclude a customer.

Go to Loyalty > Customer > Customer ID > Exclude from Program.

As soon as you click Exclude account, the customer will not be able to see the widget/loyalty page, and will not earn points for any kind of activity.

Note: Customers will not be notified that they have been removed from the program.

Once removed, you will see the customer's status as "Omitted."

You can include any excluded customer back into your the Loyalty program anytime you want. For excluded customers, the default option of "Exclude from Program" will be changed to "Include in Program" instead.

As soon as you click on "Include in Program," the customer's status will be changed to "Active" and you will receive a notification about it on the Loyalty dashboard.

Customers back in an included state will be able to access the Loyalty widget/ Loyalty dedicated page again.

Customers can also exclude themselves if they do not want to earn points or take part in your loyalty program.

For that, you need to make sure that the Loyalty Program option is visible to them.

To do this, go to Loyalty > More > Widget and Dedicated Page Settings > Visibility & Branding and scroll down to Widget Sections Visibility.


Upon enabling, customers will be able to see this option in their widget when they are logged in.

If they disable this "Loyalty Program Active" toggle, they will be removed from the loyalty program and their status will appear as "Omitted by Customer" in your dashboard.

Note: In this case, the dedicated page/loyalty widget will be still visible to them and they can include themselves anytime they want by enabling the same toggle.

Once they activate the program, their statuses will be changed back to "Active" and they can begin earning points again.

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