excluding certain sales / orders so as not to skew Loyalty reporting

[dylrich20]

i have some wholesale & event business where the tickets are in the hundreds or thousands compared to my normal ticket in my physical store ave. $20.

is there a way i can exclude those sales from Loyalty reporting. it significantly throws off my loyalty user vs non-loyalty user reporting which i'd like to view and leverage to understand how much i should invest in it.

[Summer2024]

Hey there, @dylrich20! 😀👋

Are you doing wholesale and event business online? Just wanting to clarify since you said the normal ticket amounts in your physical store are different. 

You can exempt certain items from accruing loyalty points. 

If you set up a spend-based Loyalty program, you can exclude certain items or categories from accruing points.

To do so:

1. Log in to your online Square Dashboard and navigate to Customers > Loyalty > Settings.

2. Select Edit next to the Eligible items and categories section. 

3. Use the filter or search bar to locate items, and deselect any items you want to prevent from accruing points. Any items that are uncategorized will be located at the bottom of this list.

4. Click Done.

If you exclude a category, then any new items you create in that category will automatically be excluded from accruing points as well. 

Once you finish updating your Loyalty settings, the changes will apply to all future transactions. These changes aren't retroactive—so they won't apply to transactions that have already been processed. If your customer purchases items that are exempt from accruing points within your program, let them know during the checkout process.

Note: The option to exclude items from accruing points is only available for spend-based Loyalty programs and is not available for visit-based, item-based, or category-based programs at this time.

Not sure if this is what you're looking for, but one of the few workarounds I'm finding to be able to limit the wholesale/event business from affecting your loyalty user reporting. 

[dylrich20]

Thank you Summer.

I process the payments for my wholesale/events business through Square so the transaction gets lumped into sales. It's not so much point accrual that I have an issue with, it's more the loyalty user ave spend vs non-loyalty spend reporting that gets thrown off by this and the data becomes unusable to me. 

e.g. my ave ticket is $20.  if i have 10 loyalty customers spend $25 each and 10 non-loyalty customers spend $20 each but then I have 1 wholesale customer buy $2,000, that wholesale customer gets lumped in w/ "non-loyalty" and the non-loyalty ave spend in reporting is astronomically higher than loyalty. i'd like to just exclude that wholesale customer sale from loyalty reporting entirely. 

[Summer2024]

Hey there, @dylrich20! 😀

Thanks for the clarification and details. I have reached out to our product team to see if they can provide any better insight or solutions! 

I'll be back to update soon. 

[dylrich20]

awesome thank you very much.

the why behind this request (and why i think Square would care) is because I need to understand the difference in Loyalty vs non-loyalty spend in order to understand how much to invest in a) acquiring more loyalty users and b) incentivizing Loyalty users to spend more. if i can't tell what the ave diff in spend is, I can't do any calculus to understand how valuable it is to me and therefor how much to invest in my loyalty program.

i would imagine Square would be incentivized for me to invest more in my loyalty program and invest more in acquiring/increasing loyalty customer spend as Square makes more $$ the more transactions I process & the more Loyalty visits i have. 

happy to share more detail on this if helpful. thanks again.