Articles on: Emails

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.

Steps to customize review notifications

Log in to AfterShip Reviews admin dashboard
Navigate to Settings > Exclusion rules

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)

Exclude orders with a specific order tag (You can input multiple order tags that you have used in Shopify to mark an order as returned or refunded or any other cases)
Choose products from the store product list to avoid sending emails for these products
Choose products from the collections to avoid sending emails for these products
Exclude customers from receiving the emails using customer tags

Note: 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

If you have any queries, feel free to connect with our support team for quick assistance.

Updated on: 26/06/2023

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