Customer eligibility
This guide explains how to exclude B2B customers from Joy Loyalty programs to focus rewards on direct-to-consumer (DTC) customers.
What is this feature
The B2B customer exclusion feature in Joy Loyalty automatically prevents customers marked as B2B in Shopify from participating in your loyalty program. When a customer is designated as a B2B customer through Shopify's company management, Joy Loyalty will prevent them from:
This ensures your loyalty program remains focused on retail customers while maintaining separate pricing and discount structures for your business customers.
Requirements before using this feature
To use the B2B exclusion feature, you need:
A Shopify Plus store subscription
The Joy Loyalty app installed
At least one B2B customer assigned to a company in your Shopify admin
Why use this feature
B2B customers typically receive special pricing, bulk discounts, or customized contractual terms. Including these customers in your loyalty program could potentially:
Allow B2B customers to stack loyalty discounts on top of negotiated B2B pricing
Create pricing inconsistencies in your business model
Impact your store's revenue and profit margins
Create confusion between B2B and DTC purchasing processes
By excluding B2B customers, you maintain clear separation between your loyalty program for individual shoppers and your business customer relationships.
Setting up B2B customer exclusion
Configuring this feature requires setting your customer eligibility preferences and optionally syncing customer data to ensure all B2B designations are current.
Choose your customer eligibility setting
From your Shopify admin, navigate to Apps > Joy Loyalty
In the left sidebar, click on Settings
Select the General tab
Find the Customer Eligibility section
You'll see two options:
All customers: Both direct-to-consumer (DTC) and business-to-business (B2B) customers will be eligible for the loyalty program
Only DTC customers: Exclude B2B customers from the loyalty program. Only direct-to-consumer customers will earn and redeem points
Select Only DTC customers to activate the B2B exclusion feature
Click Save changes
Sync customer B2B status
To ensure Joy Loyalty has the most current information about which customers are part of B2B companies:
In the Customer Eligibility section, look for the Sync customer data area
Click Sync now to update the B2B status and company information for all customers
The system will display when the last sync occurred and how many customers were updated
Once synced, any customer associated with a company in Shopify will be automatically excluded from your loyalty program.
How it works for excluded B2B customers
After you've enabled B2B customer exclusion, your business customers will experience the following changes:
For existing B2B customers:
The loyalty widget will no longer be visible on your store
Points will not accumulate for new purchases
Existing points cannot be redeemed
The loyalty page will show no content if accessed directly
Signup blocks will not appear at checkout or on thank you pages
For new B2B customers:
They will not be able to join your loyalty program
No points will accumulate for their purchases
Loyalty features will not be visible to them anywhere on your site
Frequently Asked Questions
Q: Will enabling this feature affect my existing DTC customers? A: No, enabling B2B customer exclusion will only impact customers who are assigned to a company in Shopify. All your direct-to-consumer customers will continue to participate in your loyalty program as usual.
Q: What happens if a customer was in my loyalty program and then gets added to a B2B company? A: Once a customer is added to a B2B company and you've selected "Only DTC customers," they will no longer be able to earn or redeem points. Their loyalty status will be suspended as long as they remain a B2B customer.
Q: Can a B2B customer still see previous orders they placed as an individual? A: According to Shopify's B2B functionality, after a customer is added to a company, they can no longer view their previous individual orders on your website.
Q: Will this feature impact my draft orders? A: When you create draft orders for B2B customers, these orders will not earn loyalty points once the feature is enabled.
Q: How often should I sync B2B customer data? A: The system will sync periodically, but we recommend manually syncing after making significant changes to your B2B customer assignments in Shopify.
Last updated
Was this helpful?