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How to Exclude Customers from Your Loyalty Program Using Tags

Use customer tags in Platform Settings to completely exclude specific customers from earning points, redeeming rewards, VIP, referrals, and the widget.

Written by Ateeb

Casa Loyalty lets you exclude specific customers from your entire loyalty program using customer tags. This is different from excluding products from earning points — this feature excludes the customer from everything in the program.

What Customer Exclusion Does

Customers with an excluded tag are completely blocked from:

  • Earning points

  • Redeeming rewards

  • Joining VIP tiers

  • Using the referral program

  • Seeing or interacting with the loyalty widget, landing page, and all extensions

That last point matters if your aim is simply to hide the programme from a group of customers: tagging them removes the widget from their view entirely, rather than showing them a programme they cannot use.

Where to Find This Setting

  1. Open the Casa Loyalty app in your Shopify Admin.

  2. Click Settings in the left-hand menu.

  3. Select Platform.

  4. Scroll down to the Excluded Customer Tags section.

How to Set It Up

  1. In the Excluded Customer Tags field, type the tag you want to exclude, for example wholesale, b2b, staff or no-loyalty.

  2. Click Add or press Enter.

  3. Repeat for any additional tags.

  4. Click Save.

✅ Note: Tag matching is case-insensitive, so "Wholesale", "wholesale" and "WHOLESALE" all behave the same way.

How to Tag Customers in Shopify

  1. Go to Shopify Admin → Customers.

  2. Open the customer you want to exclude.

  3. Find the Tags field in the right-hand sidebar.

  4. Add your chosen tag, for example wholesale.

  5. Click Save.

Once the tag is applied, Casa Loyalty automatically excludes that customer from all loyalty features.

If you have a large group to exclude, you can tag customers in bulk from the Shopify customer list by selecting them and choosing Add tags, rather than opening each profile.

Common Use Cases

  • B2B and wholesale accounts — keep trade customers out of your retail loyalty programme, and hide the widget from them entirely.

  • Staff accounts — stop your own team earning rewards.

  • Fraud prevention — block a suspicious customer from the programme quickly, without deleting their account.

🔗 Looking to exclude specific products from earning points instead? See How to Exclude Products from Earning Points Using Product Tags.

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