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.
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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Updated on: 27/03/2025
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