When you integrate Lightspeed Advanced Marketing and Retail POS, you can choose to exclude specific products or customer groups from earning rewards.

Excluding specific products from earning rewards

You can update tags on products you want to exclude from earning Lightspeed Advanced Loyalty rewards. This means when a customer buys a product with a specific tag, they will not earn loyalty points on the purchase.

1. In Retail POS, navigate to Catalog > Products.
2. Locate the product you want to exclude from earning rewards.
3. Click the pencil icon to open the Edit product page.

4. In the Tags section, enter a unique tag like “LoyaltyExclusion” and click + Add [tag] as new tag or press enter on your keyboard to add it.

   

5. Click Save.
6. Repeat steps for other products you want to exclude. You can also update tags in bulk.
7. In Marsello, navigate to Settings > Points program.

8. In the [store name] Lightspeed Retail (X-Series) settings section, type your tag (example “LoyaltyExclusion”) in the Do not reward points on products that belong to one of these categories box. You can add multiple tags if required.

   

   It can take up to 15 minutes for product updates to sync from Retail POS.

9. Click Save changes.

Excluding customer groups from earning rewards

You can exclude specific customer groups from earning Lightspeed Advanced Marketing rewards. Any customers added to this group will not earn loyalty rewards when making purchases. Customers can only belong to one customer group at a time.

1. In Retail POS, navigate to Customers > Groups.

2. Click Add group and enter the group name, for example “Employees”.

   

3. To assign customers to the group, navigate to Customers > Customers and locate the customer.
4. Click the pencil icon to open the Edit customer page.

5. In the Customer group dropdown, select the group you want to exclude.

   

6. Click Save changes.
7. Repeat steps for other customers you want to exclude. You can also update customer groups in bulk.
8. In Marsello, navigate to Settings > Points program.

9. In the [store name] Lightspeed Retail (X-Series) settings section, select the customer group from the Exclude customers that are tagged with one of dropdown. You can add multiple customer groups if required.

   

   It can take up to 15 minutes for customer group updates to sync from Retail POS.

10. Click Save changes.

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