How to Exclude Products or Customers from a Discount
Sometimes, you want a discount to only apply to customers without a specific tag, or products that are not in a specific collection.
Using our advanced logic builder, you can create conditions that exclude specific customers or products from being considered eligible for a discount.
A 20% off discount for DTC customers only, but not B2B customers
A discount that applies to your entire catalog, except for used items (because they are already discounted)
To exclude customers or products from a discount, follow these steps to add a "Check if" step that filters them out of eligibility.
Inside the discount logic flowchart, create a new "Check if" step, or find an existing one. If you don't know how to do this, please read our advanced logic builder tutorial first.
Click "Add criteria" or "Edit criteria" on the "Check if" step.
Add either an "Include/exclude customers" or "Include/exclude products" condition, depending on your needs.
Change it to "Exclude" instead of "Include."
Create a new "Include/exclude customers" condition.
Click on the dropdown select to change "Include these customers" to "Exclude these customers."
Use our app's customer eligibility options to define which group of customers you want to exclude from this discount.
Create a new "Include/exclude products" condition.
Click on the dropdown select to change "Include these products" to "Exclude these products."
Use our app's product eligibility options to define which group of products you want to exclude from this discount.
Create a new "Include/exclude product" criteria.
Create a new "Include/exclude products" condition.
Chain together two "Include/exclude customers" conditions.
Both should be set to "Specific customer tags."
Set the first to "Include" and the other to "Exclude."
Logic explained: "if Customer has tag "A" and Customer DOES NOT have tag "B", then apply discount: 10% off"
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Using our advanced logic builder, you can create conditions that exclude specific customers or products from being considered eligible for a discount.
Example Use Cases
A 20% off discount for DTC customers only, but not B2B customers
A discount that applies to your entire catalog, except for used items (because they are already discounted)
General Approach
To exclude customers or products from a discount, follow these steps to add a "Check if" step that filters them out of eligibility.
Inside the discount logic flowchart, create a new "Check if" step, or find an existing one. If you don't know how to do this, please read our advanced logic builder tutorial first.
Click "Add criteria" or "Edit criteria" on the "Check if" step.
Add either an "Include/exclude customers" or "Include/exclude products" condition, depending on your needs.
Change it to "Exclude" instead of "Include."
Example: Excluding Customers from a Discount
Create a new "Include/exclude customers" condition.
Click on the dropdown select to change "Include these customers" to "Exclude these customers."
Use our app's customer eligibility options to define which group of customers you want to exclude from this discount.
Example: Excluding Products from a Discount
Create a new "Include/exclude products" condition.
Click on the dropdown select to change "Include these products" to "Exclude these products."
Use our app's product eligibility options to define which group of products you want to exclude from this discount.
Example: Excluding Products from a sale by selecting a category/collection to not discount even if that product is also on other categories
Create a new "Include/exclude product" criteria.
Create a new "Include/exclude products" condition.
Example: Discount for Customers Who Have One Tag, But Not A Different Tag
Chain together two "Include/exclude customers" conditions.
Both should be set to "Specific customer tags."
Set the first to "Include" and the other to "Exclude."
Logic explained: "if Customer has tag "A" and Customer DOES NOT have tag "B", then apply discount: 10% off"
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As a solo founder, your experience is crucial to me. Could you spare a moment to share your thoughts? Please leave a review on the Shopify App Store. Thank you for helping me improve!
Updated on: 27/03/2025
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