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Excluding orders by tag, products and collections, and adding points delays

Exclude products, collections, or tagged orders from loyalty earnings and control when order earnings are approved

Written by Ana Rincon

Introduction

You can exclude specific products, entire collections, or tagged orders from your Loyalty program. These settings give you more control over which purchases earn points or store credit.

Product and collection exclusions are available on all plans




How to exclude products and collections from the Points program

Use this feature to remove specific products or products in selected collections from the eligible order value for the Place an order way to earn.

  1. Go to Settings

  2. Click Orders

  3. Scroll down to Order Exclusions

  4. Enter product IDs in Product IDs or collection IDs in Collection IDs. Separate multiple IDs with commas (for example, 1111111,2222222)

  5. Click Save.

📝 Note: This only applies if you have enabled Place an order in your Points program.


Where to find my product ID number?

  1. In your Shopify admin, go to Products

  2. From your list of products, click on the item you want to exclude

  3. Copy the number string at the end of the URL after /


Where to find my collection ID number?

  1. In your Shopify admin, go to Products > Collections

  2. Click the collection you want to exclude

  3. Copy the number string at the end of the URL after /

After you save your settings, Rivo updates the products associated with the excluded collections. Changes to collection membership may take a short time to appear in loyalty calculations.

Points delay

You can add a delay between the order being placed and points or store credit being earned. During this delay, earnings are pending and then approved after the delay window.

If you’d like to add an hour, enter 3600 seconds. For 1 day enter 86400 seconds, for 1 week enter 604800 seconds.

Enter 0 for no delay. The maximum delay is 5,184,000 seconds (60 days).


Exclude orders by tag

You can exclude tagged orders from value-based order earnings by adding one or more order tags to Order Tags in Order Exclusions.

For incremented order earning rules, a matching tag reduces the eligible order amount to zero, so no points are earned from that order.

For fixed amount order earning rules, a matching tag also prevents the order from earning points or store credit.

Important: If Shopify Flow or another app adds tags after an order is created, add an earnings delay so the tag can be applied before Rivo checks the order. The time required depends on the automation that adds the tag.




Common questions

Can I exclude collections?

Yes. Enter one or more collection IDs in Collection IDs under Settings > Orders > Order Exclusions. Separate multiple IDs with commas. Products in those collections will be removed from the eligible order value.

Can I use a Shopify tag to exclude my products?

No. Product tags cannot be used for product exclusions. Enter product IDs or collection IDs in the corresponding Order Exclusions fields.

How do I prevent zero-dollar orders from earning points?

For your Place an order way to earn:

  • If you use Incremented points , a $0 order earns 0 points automatically.

  • If you use Fixed amount of points , a $0 order can still earn points. Switch to Incremented points if you want points tied to order value.

If you want to block low-value orders (for example, under $10), tag those orders in Shopify and add that tag to Order Tags in Order Exclusions.

This tagged-order workaround applies to both incremented and fixed amount earning logic. Add enough delay for your Shopify automation to apply the tag before Rivo checks the order.

Can I set a minimum order amount for the Place an order rule?

There isn’t a minimum order amount field for Place an order today. To create a minimum-spend rule, use order tagging + Order Tags exclusion as a workaround.

How do discounts, free products, gift cards, and refunds affect order earnings?

  • Discounts / free products: This depends on your Order total calculation settings. If you include savings, points can be based on pre-discount value. If you do not include savings, fully discounted items contribute little or no value.

  • Gift card payments: In Order Exclusions , you can enable gift card exclusion so gift card-paid amounts are not included in order earnings.

  • Refunds / cancellations: Use Points Cancelations to automatically remove or reduce points after refunded, partially refunded, or voided orders.

Why does the “Potential Loyalty Points” message differ from final earned points?

The product-page and checkout potential-points messages are estimates. Final earnings can differ based on product and collection exclusions, order tags, eligible order channels, and changes made after checkout. An earnings delay changes when earnings are approved, not how many points or how much store credit the order earns.

What are the best fraud-prevention settings for order earnings?

Start with this checklist:

  1. Use Incremented points for your Place an order rule.

  2. Add Order Exclusions (product IDs, collection IDs, order tags, and gift card exclusion as needed).

  3. Add a short Delay in earning points so post-purchase tags can apply before points are approved.

  4. Set Order channels to reward customers so only valid channels can earn.

  5. Enable Points Cancelations for refunded, partially refunded, and voided orders.

If abuse continues, contact support with 2-3 impacted order numbers and your current order settings so the team can review your setup and recommend adjustments.

Have any feedback? Share your ideas here!

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