1. Navigate to the "Customers" section in Shopify
Go to the Customers section in your Shopify admin dashboard.
Click the filter icon to begin filtering your customers.
Select customer tags as the filtering criterion.
Choose "does not contain" and enter the tag you want to exclude, e.g., "affiliate."
Save this segment with a name such as "Non-Affiliates" or any other descriptive title.
This process helps ensure that affiliates cannot gain discounts on their purchases using their own codes while still allowing legitimate customers to use discounts. By setting customer segments correctly, you can manage eligibility rules effectively.
Shopify customer segments automatically update over time. When you create a segment based on tags or other filters, any new customers who meet the criteria or lack a specific tag (e.g., "affiliate") will automatically be added to that segment. This automated process provides a hassle-free method for managing targeted discount eligibility.
What happens if a new customer meets the exclusion criteria?
The system will automatically update, adding or removing customers to/from the segment as necessary, streamlining discount or policy management.
Tagging affiliates as a separate group within Shopify ensures that you can control their access to specific discount codes, aligning your affiliate program with business goals.
Additionally, customer segments allow businesses to exclude certain groups, such as affiliates, and target marketing efforts on groups likely to respond positively. For example, segments can be used for promotions, marketing campaigns, and other incentive programs.
2. Navigate to the "Groups" section in Simple Affiliate
Select a group and scroll down to where you can see the "Edit discount rule" button.
Click the "Edit discount rule" button.
Shopify segments and Simple Affiliate settings work together—by linking specific customer segments, you can ensure your policy rules are enforceable across both platforms.
Customer segments in Shopify dynamically update to reflect criteria changes, ensuring that your linked rules in Simple Affiliate stay accurate without requiring constant manual updates.
Regularly monitoring affiliate activity and combining Shopify segment restrictions with Simple Affiliate settings are best practices to sustain an effective affiliate management system.
3. Set the "Specific customer segments" option to your new "Not Affiliate" segment
