For Cin7 Omni merchants
(Formerly known as Cin7 POS)
By default, all customers and product categories are enrolled in your loyalty program.
However, you have the option to blacklist (exclude) specific customers and/or products. Blacklisting customers allows you to exclude particular customer groups such as employees, suppliers, and other types from your loyalty program. Similarly, blacklisting product categories enables you to exclude certain products from your loyalty program, preventing customers from earning points for purchasing these items.
Exclude (blacklist) customers from loyalty in Cin7 Omni
Before you get started with blacklisting customers from loyalty
Here are some key details to note before getting started with blacklisting customers from your loyalty program:
Marsello uses Cin7 Omni's Customer Group for Customer Blacklisting.
Blacklisted customers are removed from loyalty only. Blacklisted customers are still eligible to receive email marketing. If you already have a customer group that you would like to exclude, please skip ahead to the next section.
Create a customer group to exclude in Cin7 Omni
1. In your Cin7 Omni admin, go to the CRM
2. Click on the Customer's Name that you want to exclude from your loyalty program
3. Under Classification, enter a name for the group you'd like to blacklist.
4. Click Save. Repeat this for all of the customers that you would like to exclude from your loyalty program.
How to exclude a customer group from loyalty
1. In your Marsello app admin, go to Settings > Loyalty > Points program
2. Under Cin7 Omni Order Rewarding, go to Exclude customers that are tagged with one of:
3. Click to open the drop-down, then click the Cin7 Omni Customer group and click Save
Now, customers in this Cin7 Omni customer group will be excluded from your loyalty program. They will not earn points when they make a purchase in-store.
📝 Note: If you want to add the customer back into your loyalty program in the future, just remove them from the customer group in Cin7 Omni.
How it works – Your customers' experience
If a blacklisted customer makes a purchase, the customer will not earn points for that order.
Exclude (blacklist) product categories from your loyalty program with Cin7 Omni
Before you get started with blacklisting product categories from loyalty
Here are some key details to note about blacklisting product categories from loyalty:
Marsello uses Cin7 Omni's selected category or sub-category for Product Category Blacklisting.
How to exclude product categories from loyalty
1. In your Marsello admin, go to Settings> Loyalty > Points program
2. Under Cin7 Omni Order Rewarding, scroll to Do not reward points on products that are tagged with one of these categories:
3. Click to open the drop-down, then click the Category that you would like to exclude from your loyalty program
📝 Note: If you have just added the product to the product category, it can take 15 minutes to sync into Marsello settings.
How it works – Your customers' experience
If the customer's purchase includes a product that is in the blacklisted category, the customer will not earn points for that particular product.
In your Marsello admin, under the customer's profile, this will show as a line item in the points calculation.
📝 Note: If the customer has other products that are not a part of the blacklisted category, the customer can still earn points for those products.
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