Excluding products from order rules

If your integration sends orders, you can stop certain products or whole categories from earning points, for example gift cards, deposits or tobacco. You can also stop whole orders from earning points, based on where they're placed or who places them.

Exclude products or categories

1. Go to Loyalty → Earn rules.
2. On the Orders card, click Open rules. If you have more than one program, pick the one you want to change.
3. Click Overview in the sidebar.
4. Open the Exclusions tab.
5. Add the categories under Excluded categories and the products under Excluded products.
6. Click Submit.

Any field you leave empty excludes nothing. An exclusion counts from the moment you save it, so it applies to orders placed after that and not to earlier ones.

You can see what's excluded on the Rules page: excluded products and categories show underneath the Base rule. Click them to go straight to the Exclusions tab.

What each exclusion does

• Excluded products and Excluded categories: those items don't count toward the base rule, and your Order content rules skip them too. The rest of the order still earns points.
• Excluded charge definitions: charges on the order with that definition don't count toward the base rule.
• Excluded business profiles: orders placed at those business profiles earn no points from any rule.
• Excluded contact lists and Tiers: orders from contacts in those contact lists or tiers earn no points from any rule.

Rules under Time & place and Contact that multiply points work from the points the order already earned, so excluded items stay out of those too. A rule that adds a fixed number of points still adds them, whatever is in the order.

Limiting a rule to certain locations

Excluded business profiles stops every rule for those locations. To limit just one rule to some of your locations, do that in the rule itself, on its Eligibility step: choose All business profiles or A selection of business profiles. See Setting up order rules.

What goes wrong

• Nothing changes after you exclude something. Check that your purchases come in as orders. If the Orders card on the Earn rules page says No transactions yet, no order has earned points yet. Your purchases may come in as unit transactions, and order rule exclusions don't apply to them.
• An older order still earned points for an excluded product. Exclusions only apply to orders placed after you saved them.
• You want to see why an order earned what it did. Click Runs in the sidebar and open the order.