How to Use Customizable Exclusion Rules
Plans: Essentials, Pro, Enterprise Platforms: Shopify
Exclusion rules in eCommerce offer several benefits when it comes to managing review requests and Net Promoter Score (NPS) emails. By excluding certain orders, products, or customers, you can focus on obtaining feedback from the most relevant sources. For instance, you can prevent sending review request emails to customers who have returned their orders.
AfterShip Reviews allow you to easily set exclusion rules for your review request and NPS campaigns.
Log in to AfterShip Reviews admin dashboard
Navigate to Settings > Exclusion rules
Under Exclusion rules, you can choose which customers can receive reveiew request and NPS emails via Customer opt-in / opt-out. Following options are provided:
a. Send email to all customers regardless of opt-in status
b. Send email to all customers except those who opted out of marketing emails.
c. Send emails only to customers who are opted-in to marketing emails.
Set rules to exclude specific orders, products, or customers from review request and NPS emails via Orders, products, and tags.
a. Minimum order value to send emails: Set a minimum order value to send or trigger emails. The order value is the actual fee customer finally pays, including the tax and shipping fees.
The currency is the same as your store.
b. Exclude orders that contain specific tags: You can input multiple order tags that you have used in Shopify to mark an order as returned, refunded etc.
c. Exclude specific products: Choose products from the store product list to avoid sending emails for these products.
d. Exclude products in specific collection: Choose products from a specific collections to avoid sending emails for these products.
e. Exclude customers with specific tags: Exclude customers from receiving the emails using customer tags.
You can use the Minimum order value to send emails feature for free, and for the rest, you need to upgrade to the Essentials, Pro, or Enterprise plans.
Apart from the exclusion rules, we also follow some default filter rules, such as:
We won’t send emails for the canceled orders
We won’t send emails to email addresses that have unsubscribed, bounced, or marked as spam before
Click Save to apply changes.
If you have any queries, feel free to connect with our support team for quick assistance.
Overview
Exclusion rules in eCommerce offer several benefits when it comes to managing review requests and Net Promoter Score (NPS) emails. By excluding certain orders, products, or customers, you can focus on obtaining feedback from the most relevant sources. For instance, you can prevent sending review request emails to customers who have returned their orders.
AfterShip Reviews allow you to easily set exclusion rules for your review request and NPS campaigns.
Steps to customize review notifications
Log in to AfterShip Reviews admin dashboard
Navigate to Settings > Exclusion rules
Under Exclusion rules, you can choose which customers can receive reveiew request and NPS emails via Customer opt-in / opt-out. Following options are provided:
a. Send email to all customers regardless of opt-in status
b. Send email to all customers except those who opted out of marketing emails.
c. Send emails only to customers who are opted-in to marketing emails.
Set rules to exclude specific orders, products, or customers from review request and NPS emails via Orders, products, and tags.
a. Minimum order value to send emails: Set a minimum order value to send or trigger emails. The order value is the actual fee customer finally pays, including the tax and shipping fees.
The currency is the same as your store.
b. Exclude orders that contain specific tags: You can input multiple order tags that you have used in Shopify to mark an order as returned, refunded etc.
c. Exclude specific products: Choose products from the store product list to avoid sending emails for these products.
d. Exclude products in specific collection: Choose products from a specific collections to avoid sending emails for these products.
e. Exclude customers with specific tags: Exclude customers from receiving the emails using customer tags.
You can use the Minimum order value to send emails feature for free, and for the rest, you need to upgrade to the Essentials, Pro, or Enterprise plans.
Apart from the exclusion rules, we also follow some default filter rules, such as:
We won’t send emails for the canceled orders
We won’t send emails to email addresses that have unsubscribed, bounced, or marked as spam before
Click Save to apply changes.
If you have any queries, feel free to connect with our support team for quick assistance.
Updated on: 10/04/2025
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