Customer tags to exclude from rewards

Keep signed-in customers with certain Shopify tags, such as wholesale or B2B, out of your cart rewards.

Use Customer Tags to exclude from Rewards when some customers should not get your free gifts, discount rewards or free shipping. A common case is wholesale or B2B buyers who already have their own prices.

Add the tags

Open the Cart Editor (Home → the Cart Drawer card → Manage Cart Drawer) and click Rewards in the left menu.

In General Settings, click Show Advance Settings.

In Customer Tags to exclude from Rewards, type one tag, then type a comma. The tag turns into a chip. Repeat for each tag (for example b2b, then wholesale).

To remove a tag, click the x on its chip.

Click Save.

Pressing Enter does not add a tag. A tag you typed but did not follow with a comma is not saved. Add tags one at a time, so a pasted list such as b2b, wholesale does not become one chip.

Who is excluded

A customer who is signed in to their account on your store, and whose Shopify customer record has at least one of the tags you listed.
Matching is not case-sensitive, and spaces around a tag are ignored. A tag has to match completely: wholesale does not match wholesale-vip.
Guests and signed-out customers are never excluded. Oxify only knows a customer's tags when they are signed in.

What changes for an excluded customer

All reward types are skipped. The progress bar, the free gift cards and the gift picker don't appear in the cart drawer, and Oxify doesn't add or remove gifts for them.
At checkout, Oxify's discount does not apply the free gift, the Discount reward or the free shipping reward for that customer.
A Checkout Offers progress bar linked to your cart rewards hides for them too. See Progress bar and free gift.

Other Oxify discounts are not affected: Frequently Bought Together, Volume Discount and Upsells with Discount still apply to these customers.

How checkout knows the tags

When a signed-in customer with tags loads a page where the Oxify: Cart Upsell & Gift app embed is on, the cart drawer copies their tags onto their cart. The checkout discount reads them from there. If the embed is off, checkout can't see the tags and the customer is not excluded.

Test it

Sign in on your storefront as a customer who has one of the tags, add enough to reach a reward, and confirm no reward bar or gift appears and none is applied at checkout. Then repeat as a guest.