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product selection

Exclude products and variants

Learn how to exclude products and variants with a safe Juniper & Trail example, shopper impact, options, and recovery checks. Exclusions run after scope and refinement and always win. Use them as a safety rail, then check excluded and final counts in preview.

Before you begin

  • Organize Shopify titles, tags, vendors, types, collections, and inventory
  • Identify products or variants that must never change
  • Know whether future catalog items should join automatically

Keep the campaign in Draft while you verify the configuration. Use a private storefront window where the guide changes shopper-facing behavior.

Step-by-step setup

Exclude products and variants shown in the Badgy admin, with numbered callouts for the controls and verification points described below.
Annotated Juniper & Trail example
  1. Choose all products, rules, collections, or a hand-picked selection.

  2. Define the matching condition used to keep the selection current.

  3. Confirm the number of matching products before continuing.

  4. Inspect matching products, variants, and original prices in the preview.

  1. Complete product scope and optional variant targeting first.
  2. Expand Exclude products or variants (optional).
  3. Use Exclude products for whole items and Exclude variants for exact variants inside the scope.
  4. If the Stage 1 scope changed, review the warning and remove stale exclusions.
  5. Refresh Preview; excluded items are subtracted last and must not appear in final results.

Exclusions run after scope and refinement and always win. Use them as a safety rail, then check excluded and final counts in preview.

Juniper & Trail example

Juniper & Trail uses exclude products and variants to include trail-ready products while protecting the Old Growth Logo Tee and sold-out variants with explicit exclusions. The documentation fixture uses realistic products, inventory states, variants, collections, and protected exclusions so the preview exercises the same decisions as a merchant catalog.

What shoppers will see

Only resolved variants receive campaign behavior; mixed products can show different variant prices or eligibility on the same product page. Check the relevant result from product through cart where applicable. For shopper-facing work, compare desktop and mobile and verify both an eligible and an ineligible item.

Common mistakes and troubleshooting

  • Acting on the wrong shop. Confirm the Shopify store and campaign before following Exclude products and variants.
  • Trusting a stale preview. Refresh after catalog, schedule, discount, theme, locale, or market changes.
  • Repeating a background command. Read status and History first; retry only when Badgy presents a recoverable failure.
  • Skipping the consequence check. Confirm what changes for shoppers and what the end or restore path will do.

If the status reports revoked authorization, reconnect Shopify before retrying. If the result still differs from the preview, preserve the campaign ID and approximate time, then open support from this identified shop. Never send customer data, access tokens, or full catalog exports in feedback.

Options reference

| Option | Use it when | Consequence | | --- | --- | --- | | Exclude product | Remove all its variants and campaign membership | Whole product protected | | Exclude variant | Spare variant pricing | Product-level badge can still display | | Collapsed summary | Review active exclusions | Configuration remains active while collapsed |

Badgy behavior in this guide is reviewed against the repository's shipped UI, service rules, and feature design documents. Shopify-owned theme, Markets, Flow, billing, and discount behavior can also depend on the store's Shopify configuration; consult the Shopify Help Center for that platform configuration.

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