Creating Loyalty Tiers

Learn how to create and manage VIP tiers that reward your most loyal customers with exclusive benefits, better earning rates, and special perks.

Overview

Loyalty tiers create a progression system that encourages repeat purchases and long-term engagement. Customers advance through tiers by accumulating points, completing orders, or receiving invitations.

What Are Loyalty Tiers?

Tiers are membership levels with escalating benefits. As customers reach higher tiers, they unlock:

Better point earning rates - Earn more points per dollar spent
Better redemption rates - Get more value when spending points
Exclusive rewards - Access special promotions and products
Enhanced perks - Higher scan rewards, review bonuses, referral benefits

Common Tier Structures

Structure	Example Tiers	Best For
3-Tier System	Bronze → Silver → Gold	Simple, easy to understand
4-Tier System	Member → Silver → Gold → Platinum	Balanced progression
5-Tier System	Entry → Bronze → Silver → Gold → VIP	Detailed progression with elite level
Invite-Only Top Tier	Member → Gold → Platinum (invite)	Exclusive VIP experience

Prerequisites

Before creating tiers, ensure you have:

✅ Enabled loyalty program - In Loyalty → Settings ✅ Configured base point earning - Default earning rates ✅ Created rewards (optional) - Promotions for tier completion rewards ✅ Planned tier structure - Number of tiers and thresholds

Step-by-Step Guide

Step 1: Navigate to Loyalty Tiers

Log in to the Batch Admin Dashboard
- URL: https://account.batchsys.com
Click Loyalty in the left sidebar
Select Tiers
Click the + Create Tier button (top right)

Step 2: Configure Tier Information

The tier creation form is divided into two sections: Information and Rewards. Start with the Information section.

1. What is the name of your tier?

Enter a descriptive tier name that customers will see:

Tier Level	Common Names	Example
Entry Tier	Member, Bronze, Starter	"Bronze Member"
Mid Tier	Silver, Gold, Preferred	"Silver VIP"
Top Tier	Platinum, Diamond, Elite	"Platinum Elite"
Exclusive	VIP, Black Card, Founder	"VIP Insider"

Best Practices:

Use names that convey status and achievement
Keep consistent naming convention across tiers
Avoid overly complex or confusing names
Consider your brand voice (casual vs premium)

2. What is the threshold range for this tier?

Define the minimum and maximum values customers need to qualify for this tier.

Field	Description	Example
Start Range	Minimum value to enter tier	`0` (Entry), `100` (Silver), `500` (Gold)
End Range	Maximum value before next tier	`99`, `499`, `999`

How Ranges Work:

Bronze Tier:   0 - 99 points
Silver Tier:   100 - 499 points
Gold Tier:     500 - 999 points
Platinum Tier: 1000 - 999999 points (effectively unlimited)

Important Notes:

First tier always starts at 0
End range must be greater than start range
Ranges should not overlap or have gaps
Use high number (999999) for unlimited top tier

Example Tier Structure:

Entry Tier:    0 - 100 points
Silver Tier:   101 - 500 points
Gold Tier:     501 - 1500 points
Platinum Tier: 1501 - 999999 points

3. What is the threshold type?

Choose what metric determines tier qualification:

Threshold Type	Measures	Best For	Example
Current Point Balance	Points currently in account	Encouraging point accumulation	Silver at 500 current points
Overall Points Earned	Total points earned lifetime	Rewarding long-term loyalty	Gold at 2000 total earned
Orders Completed	Number of orders placed	Rewarding purchase frequency	Platinum at 25 orders

Threshold Type Comparison:

Current Point Balance:

Customers can drop down tiers if they spend points
Encourages saving points for tier benefits
Creates dynamic tier movement
Example: Customer has 600 points → Gold tier. Spends 300 points → Silver tier.

Overall Points Earned:

Customers never drop down tiers (lifetime achievement)
Rewards cumulative engagement
More stable tier status
Example: Customer earned 5000 points total → Platinum forever, even after spending.

Orders Completed:

Based purely on purchase count
Simpler to understand for customers
Good for subscription or frequent purchase businesses
Example: Customer places 10 orders → Silver tier automatically.

Recommended Threshold Type

Use Overall Points Earned for most programs. It rewards loyalty without punishing customers for redeeming points, and provides stable tier status.

4. Upload image for wallet (Optional)

Upload a visual badge customers see in their mobile wallet:

Setting	Description	Recommended Specs
Wallet Image	Badge shown in customer's app wallet	Aspect Ratio: 1:1 (square), 500x500px minimum

Best Practices:

Use distinct colors for each tier (Bronze=brown, Silver=gray, Gold=gold, Platinum=white)
Include tier name on the badge
Keep design simple and recognizable at small sizes
Match your brand aesthetic
File formats: PNG with transparency preferred

5. Would you like this tier to be by invitation only?

Toggle: ON/OFF
Default: OFF

Controls whether customers can reach this tier through normal progression or require manual invitation.

When OFF (Normal Tier):

Customers automatically enter when they reach threshold
Standard tier progression
Most tiers should use this setting

When ON (Invite-Only Tier):

Customers cannot reach tier through points/orders alone
Admin must manually invite customers
Creates exclusivity for VIP program
Referral programs will not work for this tier

Use Cases for Invite-Only:

VIP tier for high-value customers
Influencer/ambassador program
Limited capacity exclusive tier
Special employee or partner tier

Invite-Only and Referrals

When a tier is invite-only, referral programs for that tier are disabled. Use the "Overrule Invite" option in referral settings to bypass this if needed.

Step 3: Configure Earning & Redemption Rates

These settings control how customers earn and spend points within this tier.

6. How many points should a person earn per dollar spent?

Define the Point Earning Ratio (PER) - how many points customers earn per dollar spent.

Configuration:

Field	Description	Example
Points Earned	Numerator of ratio	`1`, `2`, `3`
Dollar Spent	Denominator of ratio	`1`

Formula: Points Earned / Dollar Spent = Point Earning Ratio

Examples:

Bronze Tier:   1 point / $1 spent = 1.0 ratio (1 point per dollar)
Silver Tier:   2 points / $1 spent = 2.0 ratio (2 points per dollar)
Gold Tier:     3 points / $1 spent = 3.0 ratio (3 points per dollar)
Platinum Tier: 5 points / $1 spent = 5.0 ratio (5 points per dollar)

Advanced Ratios:

1.5 points per dollar: 3 points / $2 spent = 1.5 ratio
0.5 points per dollar: 1 point / $2 spent = 0.5 ratio

Best Practices:

Increase earning rate with each tier (1x → 2x → 3x → 5x)
Keep ratios simple (whole numbers when possible)
Consider your profit margins
Typical range: 1-10 points per dollar

Calculating Customer Value:

If 100 points = $1 discount value, then:

1 point per dollar = 1% cashback equivalent
2 points per dollar = 2% cashback equivalent
5 points per dollar = 5% cashback equivalent

7. What is the point ratio when a customer converts points into dollar value?

Define the Point Spending Ratio (PSR) - how much discount customers get per point spent.

Configuration:

Field	Description	Example
Dollar Redeem	Numerator (discount value)	`1`
Points Spent	Denominator (points required)	`100`, `90`, `75`

Formula: Dollar Redeem / Points Spent = Point Spending Ratio

Examples:

Bronze Tier:   $1 / 100 points = 0.01 ratio (100 points = $1 off)
Silver Tier:   $1 / 90 points = 0.011 ratio (90 points = $1 off)
Gold Tier:     $1 / 75 points = 0.013 ratio (75 points = $1 off)
Platinum Tier: $1 / 50 points = 0.02 ratio (50 points = $1 off)

How This Works:

Higher tiers require fewer points for same discount
Creates incentive to reach higher tiers
Platinum members get better "point value" than Bronze members

Complete Tier Economics Example:

Bronze Member:
- Earns: 1 point per $1 spent
- Redeems: 100 points for $1 off
- Effective cashback: 1% ($100 spent → 100 points → $1 back)

Platinum Member:
- Earns: 5 points per $1 spent
- Redeems: 50 points for $1 off
- Effective cashback: 10% ($100 spent → 500 points → $10 back)

Best Practices:

Improve redemption ratio at higher tiers
Keep math simple for customers (100 points = $1 is easiest)
Balance earning and redemption ratios to control costs
Monitor redemption rates and adjust if needed

8. Would you like to offer more details about the tier? (Optional)

Add a rich-text description explaining tier benefits to customers. This appears in the customer app when viewing tier details.

What to Include:

Tier benefits summary
Earning rate
Redemption rate
Exclusive perks
Requirements to reach tier
Special features (early access, events, etc.)

Example Description:

Welcome to Gold Tier!

Benefits:
• Earn 3 points per dollar spent (3x earning rate)
• Redeem 75 points for $1 off (better value)
• 10% bonus points on product scans
• 50 bonus points per product review
• Priority customer support
• Exclusive Gold member promotions

Keep earning to reach Platinum tier at 1,500 points!

Step 4: Configure Rewards & Bonuses

Click Next to proceed to the Rewards section, where you configure additional earning opportunities and tier completion rewards.

9. Scan reward details

Configure rewards customers earn when scanning product QR codes (product authentication).

Scan Reward Type:

Type	Internal value	Calculation	When to Use
Points	`POINTS`	Fixed `scan_reward_value` points	Simple, predictable per-scan reward
% Off Retail Price	`PERCENT_OFF`	`scan_reward_value % × product retail price`	Reward proportional to product value
% Off Point Value	`PERCENT_OFF_POINTS`	`scan_reward_value % × product's redeem_point_value`	Reward based on a product's configured point value

Product override: For the Points and % Off Retail Price types, if a product has its own Redeem Point Value configured, that value overrides the tier calculation. For % Off Point Value, the product's Redeem Point Value is used as an input to the calculation (not an override).

Default Fallback: For % Off Point Value, set default_scan_reward_point as the fallback if a product has no Redeem Point Value configured.

Configuration:

Select scan reward type from dropdown
Enter the reward value (scan_reward_value)
For % Off Point Value: also set a default fallback value

Examples by Tier:

Bronze:  5 points per scan (POINTS type)
Silver:  10 points per scan
Gold:    15 points per scan
Platinum: 20 points per scan

Best Practices:

Increase scan reward with tier level
Use Points for simple programs; use % Off Point Value when products have varying point values
Set product-level Redeem Point Values on premium products to give extra scan rewards

10. What is the point value per customer's review?

Enter points awarded when customers submit product reviews.

Field	Value	Example
Review Reward Value	Points per review	`25`, `50`, `100`

Examples by Tier:

Bronze:  25 points per review
Silver:  50 points per review
Gold:    75 points per review
Platinum: 100 points per review

Best Practices:

Reward reviews generously to encourage UGC (user-generated content)
Increase reward at higher tiers
Consider setting review limits to prevent abuse
Typical range: 25-100 points per review

11. Allow rewards on scan

Toggle: ON/OFF
Default: ON

Controls whether scan rewards (configured in #9) are active for this tier.

When ON:

Customers receive scan rewards when scanning products
Scan reward type and value apply

When OFF:

Product scans do not grant rewards
Use for tiers where you want to disable scan bonuses

Typical Setting: ON for all tiers

12. Do you want to give points on each order completed?

Toggle: ON/OFF
Default: ON

Controls whether customers earn points based on order purchases (using the Point Earning Ratio from #6).

When ON:

Customers earn points on every order based on amount spent
Standard loyalty behavior
Example: $100 order × 2 points/dollar = 200 points

When OFF:

Customers do NOT earn points on purchases
Use for special tiers where points come from other actions only
Rare use case

Typical Setting: ON for all tiers

Disable Points on Order

Only turn this OFF for special promotional tiers where you want to grant benefits without purchase-based earning. Most tiers should have this ON.

13. Should the amount spent be pre-tax?

Toggle: ON/OFF
Default: ON

Controls whether points are calculated on pre-tax or post-tax order total.

When ON (Pre-Tax):

Points calculated on subtotal before tax
Example: $100 subtotal + $8 tax = points earned on $100

When OFF (Post-Tax):

Points calculated on total after tax
Example: $100 subtotal + $8 tax = points earned on $108

Tax Calculation Comparison:

Order: $100 subtotal, $8 tax, $108 total
Earning Rate: 2 points per dollar

Pre-Tax ON:  $100 × 2 = 200 points
Pre-Tax OFF: $108 × 2 = 216 points

Recommended Setting: ON (Pre-Tax)

Why Pre-Tax is Better:

Consistent across different tax jurisdictions
Simpler to communicate to customers
Tax rates vary by location
Industry standard for loyalty programs

14. Would you like this tier to have a referral program?

Toggle: ON/OFF
Default: OFF

Enable referral rewards for this tier. When ON, customers in this tier can refer friends and earn points.

When OFF:

No referral program for this tier
Skip referral configuration

When ON:

Referral form appears with additional settings
Customers can share referral links
Both referrer and referred friend earn rewards

Referral Program Configuration (appears when toggle is ON):

Referrer Points

Points awarded to the customer who shares the referral link.

Field	Value	Example
Referrer Points	Points for referrer	`100`, `250`, `500`

Examples by Tier:

Bronze:  50 points per referral
Silver:  100 points per referral
Gold:    200 points per referral
Platinum: 500 points per referral

Referred Points

Points awarded to the friend who signs up using the referral link.

Field	Value	Example
Referred Points	Points for new user	`50`, `100`

Typical Settings:

Referred user gets welcome bonus (50-100 points)
Referrer gets larger reward (100-500 points)
Creates win-win incentive

Referral Link

The URL template used for referral tracking.

Default Format:

https://yourbrand.com?login/email/phone?referralCode=

The system appends unique referral code for each customer.

How It Works:

Customer's referral link becomes:

https://yourbrand.com?login/email/phone?referralCode=CUSTOMER123

Referral Limit

Maximum number of successful referrals allowed per customer.

Field	Value	Example
Referral Limit	Max referrals	`5`, `10`, `unlimited`

Settings:

Fixed limit (e.g., 10): Customer can refer up to 10 friends
No limit: Leave empty for unlimited referrals
Disabled if "Only Converted User" is ON: Limit is optional

Use Cases:

Limited campaigns: Set cap at 5-10 referrals
Ongoing programs: Unlimited referrals
VIP tiers: Higher or unlimited caps

Over Rule Invite

Toggle: ON/OFF
Default: OFF

Allows referral links to bypass invite-only tier restrictions.

When OFF:

Invite-only tiers block referral access
Standard behavior

When ON:

Referral link grants access even if tier is invite-only
Useful for exclusive tiers with selective referral access

Example Use Case:

Platinum Tier:
- Invite Only: ON
- Has Referral: ON
- Over Rule Invite: ON

Result: Only Platinum members can invite others, bypassing the invite-only restriction.

Only Converted User

Toggle: ON/OFF
Default: OFF

Controls whether referral rewards require the referred user to make a purchase (conversion).

When OFF:

Referrer earns points as soon as friend signs up
Immediate reward
Risk: Low-quality referrals (fake accounts)

When ON:

Referrer only earns points after friend completes qualifying action
Requires order completion (configurable)
Higher quality referrals

Additional Settings (appear when ON):

Field	Description	Example
Order Count	Minimum orders required	`1` (first purchase)
Minimum Spend Points	Minimum $ spent	`50` (must spend $50)

Examples:

Setting 1: Basic Referral
- Only Converted User: OFF
- Referrer gets 100 points when friend signs up

Setting 2: Purchase Required
- Only Converted User: ON
- Order Count: 1
- Minimum Spend: $25
- Referrer gets 200 points after friend spends $25

Setting 3: Loyal Customer Referral
- Only Converted User: ON
- Order Count: 3
- Minimum Spend: $100
- Referrer gets 500 points after friend places 3 orders totaling $100+

Best Practices:

Use "Only Converted User: ON" to reduce fraud
Require at least 1 order for quality referrals
Set minimum spend above average order value
Higher tiers can have stricter conversion requirements

15. How would you like to reward your customers when they complete tier?

Add optional rewards customers receive when reaching this tier. This creates a "tier achievement reward" moment.

Adding Tier Completion Rewards:

Click + Rewards button
Select reward type
Configure reward details
Click Add
Repeat to add multiple rewards

Available Reward Types:

Point Reward

Award bonus points for reaching tier.

Configuration:

Field	Value	Example
Reward Type	Point	Point
Value	Points to award	`500`

Example:

Silver Tier Achievement: 100 bonus points
Gold Tier Achievement: 500 bonus points
Platinum Tier Achievement: 1000 bonus points

Best For: Welcome bonus, tier unlock celebration

Promotion Reward

Grant a discount code valid for next purchase.

Configuration:

Field	Value	Example
Reward Type	Promotion	Promotion
Select Promotion	Choose from approved promotions	"20% Off - BOGO"
Redeem Cost	Points required to claim (0 = free)	`0` or `100`

How It Works:

Customer reaches tier
Receives discount code automatically or must claim it
Code appears in their rewards section
Can use on next purchase

Example Tier Promotion:

Gold Tier Achievement:
- Promotion: 15% Off Next Order
- Redeem Cost: 0 (free tier benefit)

Creating Promotions

Click "Create rewards" link to open the promotions page and create new discount codes. You must create promotions before assigning them to tiers.

Best For: Encouraging immediate post-tier purchase

Collectible Reward

Award a digital collectible or collectible.

Configuration:

Field	Value	Example
Reward Type	Collectible	Collectible
Select Collectible	Choose from available collectibles	"Gold Member Badge collectible"

How It Works:

The collectible is granted when the customer enters the tier
Appears in their collection in the app
Subject to the collectible's supply cap — once exhausted, no further copies are issued

Example:

Platinum Tier Achievement:
- Collectible: Platinum Founder collectible
- Limited Edition (only for Platinum members)

Best For: Exclusive tiers, collectible programs, token-gated benefits

Point Multiplier

Awards points equal to a multiple of the customer's current point balance at the moment the tier is reached.

Configuration:

Field	Value	Example
Reward Type	Point Multiplier	Point Multiplier
Multiplier	Multiple of current balance	`2`, `3`, `5`

How It Works:

One-time bonus: awards multiplier × current_balance points
Example: Customer has 500 points and reaches Gold tier with a 2x multiplier reward → receives 1,000 bonus points (500 × 2)
Does not affect ongoing earning rate

Example:

Gold Tier Achievement:
- Reward: 2x point multiplier
- Customer has 300 points at tier-up → receives 600 bonus points instantly

Best For: Rewarding customers who have built up a large balance

Point Booster

Creates a time-limited earning multiplier on all future point earnings.

Configuration:

Field	Value	Example
Reward Type	Point Booster	Point Booster
Booster Value	Multiplier applied to future earnings	`2`, `3`
Duration	Days the booster is active (default: 7)	`7`, `14`, `30`

How It Works:

Creates an active UserReward record for the customer
While active, all points earned are multiplied by the booster value
Example: 2x booster active → scan earns 10 pts → customer gets 20 pts instead
Only one booster is active at a time (highest multiplier wins if multiple exist)

Example:

Silver Tier Achievement:
- Reward: 2x Point Booster for 14 days
- All scans and order points are doubled for 14 days

Best For: Driving engagement immediately after tier advancement

Point X (Transaction Multiplier)

Awards extra points equal to a multiple of the points earned in the triggering transaction.

Configuration:

Field	Value	Example
Reward Type	Point X	Point X
Multiplier	Multiple of the transaction's earned points	`2`, `3`

How It Works:

One-time bonus tied to the specific transaction that triggered tier advancement
Example: Customer earns 50 pts from a scan that pushes them to Gold tier, with a 3x Point X reward → receives 150 bonus points (50 × 3)

Best For: Amplifying the value of the specific action that earned the tier

Tier Invitation

Auto-upgrade customer to next tier.

Configuration:

Field	Value	Example
Reward Type	Tier Invitation	Tier Invitation
Select Tier	Choose tier to invite to	"Platinum Tier"

How It Works:

Customer automatically advances to selected tier
Bypasses normal threshold requirements
Useful for promotional tier jumps

Example:

Gold Tier Achievement + Special Promotion:
- Reward: Invitation to Platinum Tier (skip 500 point requirement)
- Limited time offer for first 100 Gold members

Best For: Promotional tier upgrades, special campaigns

No Reward

Explicitly mark tier as having no completion reward.

Configuration:

Field	Value
Reward Type	No Reward

When to Use:

Entry tier with no achievement reward
Tiers where ongoing benefits are the reward
Simplify tier structure

Best For: Entry/Bronze tiers, simplified programs

Example Multi-Reward Tier:

Platinum Tier Achievement Rewards:
1. 1,000 bonus points (immediate)
2. 25% off promotion (one-time use)
3. Platinum Member collectible (collectible badge)
4. 2x Point Booster (ongoing earning multiplier)

Best Practices:

Use 1-3 rewards per tier (avoid overwhelming customers)
Make top tier rewards significantly better
Mix point rewards with experiential rewards
Consider profit margins when setting promotion values
Test redemption costs to balance generosity and sustainability

Step 5: Review & Save

Review all tier settings in both Information and Rewards sections
Click Back to edit Information section if needed
Click Save to create the tier

Entry Tier

The first tier you create automatically becomes the "Entry Tier" - all new customers start here by default.

Managing Multiple Tiers

Creating a Complete Tier Structure

Follow this order when building your tier system:

1. Create Entry Tier First:

Name: Bronze Member
Threshold: 0 - 100 (Current Point Balance)
Point Earning: 1 point / $1 spent
Point Redemption: $1 / 100 points
Scan Reward: 5 points per scan
Review Reward: 25 points per review
Tier Reward: None

2. Create Mid Tier(s):

Name: Silver VIP
Threshold: 101 - 500 (Current Point Balance)
Point Earning: 2 points / $1 spent
Point Redemption: $1 / 90 points
Scan Reward: 10 points per scan
Review Reward: 50 points per review
Tier Reward: 100 bonus points

3. Create Top Tier:

Name: Gold Elite
Threshold: 501 - 1500 (Current Point Balance)
Point Earning: 3 points / $1 spent
Point Redemption: $1 / 75 points
Scan Reward: 15 points per scan
Review Reward: 75 points per review
Tier Reward: 500 bonus points + 20% off promotion

4. Create VIP Tier (Optional):

Name: Platinum Insider
Threshold: 1501 - 999999 (Current Point Balance)
Point Earning: 5 points / $1 spent
Point Redemption: $1 / 50 points
Scan Reward: 20 points per scan
Review Reward: 100 points per review
Referral Program: ON (500 pts/referral)
Tier Reward: 1000 bonus points + Platinum collectible + 2x multiplier

Tier Threshold Best Practices

Ensure No Gaps or Overlaps:

✅ Correct:

Bronze:  0 - 100
Silver:  101 - 500
Gold:    501 - 1500

❌ Incorrect (Gap):

Bronze:  0 - 100
Silver:  150 - 500  ← Gap from 101-149
Gold:    501 - 1500

❌ Incorrect (Overlap):

Bronze:  0 - 100
Silver:  100 - 500  ← Overlaps at 100
Gold:    501 - 1500

Threshold Progression:

Make thresholds increasingly difficult
Entry tier: Easy to achieve quickly (0-100)
Mid tiers: Moderate challenge (100-500)
Top tier: Significant achievement (500+)

Tier Economics: Cost Management

Calculating Tier Costs

Understanding the economics of your tier structure helps manage profitability:

Bronze Tier Customer Lifecycle:

Customer spends: $1,000 over lifetime
Points earned: 1,000 points (1 point/$)
Point value: $1 / 100 points = $10 redemption value
Effective cost: 1% of revenue

Platinum Tier Customer Lifecycle:

Customer spends: $10,000 over lifetime
Points earned: 50,000 points (5 points/$)
Point value: $1 / 50 points = $1,000 redemption value
Effective cost: 10% of revenue

Key Metrics to Monitor:

Metric	Formula	Target
Redemption Rate	Points redeemed / Points earned	60-80%
Liability	Outstanding points × redemption value	< 5% revenue
Breakage	Unredeemed expired points	20-40%
Customer LTV Increase	Tier member LTV / Non-member LTV	2-5x

Advanced Tier Features

Invite-Only VIP Tiers

Create exclusive tiers for high-value customers:

Example: VIP Black Card Tier

Name: Black Card VIP
Threshold: 0 - 999999 (Overall Points Earned)
Invite Only: ON
Point Earning: 10 points / $1 spent
Point Redemption: $1 / 25 points
Scan Reward: 50 points per scan
Tier Reward: Personal account manager + VIP events access

How to Invite Customers:

Go to Customers → Customer List
Find customer to invite
Click Edit
Change Tier to VIP tier
Click Save

Referral-Based Tier Growth

Use referral programs to drive tier membership:

Example: Gold Tier Referral Campaign

Gold Tier Referral Program:
- Referrer: 300 points per successful referral
- Referred: 100 points welcome bonus
- Only Converted User: ON (requires 1 order of $50+)
- Referral Limit: 20 referrals max
- Over Rule Invite: OFF

Promotion Strategy:

Email Gold tier members announcing referral program
Provide shareable referral link
Track referrals in Loyalty → Referrals dashboard
Reward top referrers with bonus tier upgrade

Seasonal Tier Bonuses

Create limited-time tier enhancements:

Example: Summer 2x Points Event

Edit all tiers temporarily:
- Bronze: 1pt/$ → 2pts/$
- Silver: 2pts/$ → 4pts/$
- Gold: 3pts/$ → 6pts/$
Run promotion for June-August
Revert to standard rates in September

Alternative: Add Point Multiplier tier rewards during promotion periods

Monitoring Tier Performance

Key Performance Indicators

Track these metrics in Loyalty → Analytics:

Metric	Good Target	How to Improve
Tier Distribution	60% Bronze, 30% Silver, 8% Gold, 2% Platinum	Adjust thresholds if too many/few in top tiers
Tier Advancement Rate	20-30% advance within 6 months	Lower thresholds or increase earning opportunities
Tier Retention	80%+ stay in tier or advance	Improve tier benefits, engagement campaigns
Revenue per Tier	Platinum > Gold > Silver > Bronze	Enhance top tier benefits to drive advancement
Point Redemption by Tier	Higher tiers redeem more	Promote redemption options, improve PSR

Customer Tier Dashboard

Monitor tier distribution in real-time:

Tier Distribution (Total: 5,247 members)

Bronze:   3,148 (60%) ████████████
Silver:   1,574 (30%) ██████
Gold:       420 (8%)  ██
Platinum:   105 (2%)  █

Average Points Balance by Tier:
Bronze:   45 points
Silver:   215 points
Gold:     780 points
Platinum: 2,340 points

Troubleshooting

Customer Not Advancing to Next Tier

Issue: Customer reached threshold but didn't tier up

Solutions:

✅ Check threshold type:
- Current Point Balance: Must have points in account (not spent)
- Overall Points Earned: Check lifetime points in customer profile
- Orders Completed: Verify order count
✅ Verify tier ranges have no gaps
✅ Check if next tier is invite-only
✅ Refresh loyalty status: Go to Customer → Click "Sync Loyalty"

Points Not Calculating Correctly

Issue: Customer earning wrong point amount per purchase

Solutions:

✅ Verify current tier assignment
✅ Check Point Earning Ratio (PER) for that tier
✅ Confirm "Give points on order" is ON
✅ Verify pre-tax vs post-tax setting matches expectation
✅ Review Loyalty Transaction Log for calculation details

Tier Rewards Not Granted

Issue: Customer reached tier but didn't receive completion reward

Solutions:

✅ Check if tier has rewards configured (step 15)
✅ Verify promotion is approved (for promotion rewards)
✅ Check customer's rewards section for pending claims
✅ Review tier reward logs in customer profile
✅ Manually grant reward: Customer → Rewards → Add Reward

Best Practices

Tier Design

✅ Keep it simple:

3-4 tiers maximum
Clear tier names
Easy-to-understand benefits

✅ Progressive benefits:

Each tier should be meaningfully better
1.5-2x improvement per tier level
Make top tier feel exclusive and valuable

✅ Set achievable thresholds:

Entry tier: Reach within 2-3 purchases
Mid tier: Reach within 3-6 months of moderate activity
Top tier: Aspirational but achievable (1-2 years)

Communication

✅ Promote tier benefits:

Email announcements for new tiers
In-app tier progress indicators
Celebrate tier achievements with notifications
Show "X points away from next tier"

✅ Educate customers:

Explain earning and redemption rates clearly
Provide tier comparison chart
Highlight exclusive benefits
Share success stories from top tier members

Optimization

✅ Monitor and adjust:

Review tier economics monthly
Adjust thresholds if distribution is skewed
Enhance underutilized tier benefits
Survey customers about desired rewards

✅ Test and iterate:

A/B test tier thresholds with small groups
Pilot new benefits before wide rollout
Gather feedback from tier members
Continuously improve based on data

Next Steps

Now that your tiers are configured, explore related features:

Creating Campaigns - Set up step-based challenges
Points Management - Manually adjust balances

API Reference (for Developers)

For developers integrating tier functionality:

Creating Loyalty Tiers ​

Overview ​

What Are Loyalty Tiers? ​

Common Tier Structures ​

Prerequisites ​

Step-by-Step Guide ​

Step 1: Navigate to Loyalty Tiers ​

Step 2: Configure Tier Information ​

1. What is the name of your tier? ​

2. What is the threshold range for this tier? ​

3. What is the threshold type? ​

4. Upload image for wallet (Optional) ​

5. Would you like this tier to be by invitation only? ​

Step 3: Configure Earning & Redemption Rates ​

6. How many points should a person earn per dollar spent? ​

7. What is the point ratio when a customer converts points into dollar value? ​

8. Would you like to offer more details about the tier? (Optional) ​

Step 4: Configure Rewards & Bonuses ​

9. Scan reward details ​

10. What is the point value per customer's review? ​

11. Allow rewards on scan ​

12. Do you want to give points on each order completed? ​

13. Should the amount spent be pre-tax? ​

14. Would you like this tier to have a referral program? ​

Referrer Points ​

Referred Points ​

Referral Link ​

Referral Limit ​

Over Rule Invite ​

Only Converted User ​

15. How would you like to reward your customers when they complete tier? ​

Point Reward ​

Promotion Reward ​

Collectible Reward ​

Point Multiplier ​

Point Booster ​

Point X (Transaction Multiplier) ​

Tier Invitation ​

No Reward ​

Step 5: Review & Save ​

Managing Multiple Tiers ​

Creating a Complete Tier Structure ​

Tier Threshold Best Practices ​

Tier Economics: Cost Management ​

Calculating Tier Costs ​

Advanced Tier Features ​

Invite-Only VIP Tiers ​

Referral-Based Tier Growth ​

Seasonal Tier Bonuses ​

Monitoring Tier Performance ​

Key Performance Indicators ​

Customer Tier Dashboard ​

Troubleshooting ​

Customer Not Advancing to Next Tier ​

Points Not Calculating Correctly ​

Tier Rewards Not Granted ​

Best Practices ​

Tier Design ​

Communication ​

Optimization ​

Next Steps ​

API Reference (for Developers) ​

Creating Loyalty Tiers

Overview

What Are Loyalty Tiers?

Common Tier Structures

Prerequisites

Step-by-Step Guide

Step 1: Navigate to Loyalty Tiers

Step 2: Configure Tier Information

1. What is the name of your tier?

2. What is the threshold range for this tier?

3. What is the threshold type?

4. Upload image for wallet (Optional)

5. Would you like this tier to be by invitation only?

Step 3: Configure Earning & Redemption Rates

6. How many points should a person earn per dollar spent?

7. What is the point ratio when a customer converts points into dollar value?

8. Would you like to offer more details about the tier? (Optional)

Step 4: Configure Rewards & Bonuses

9. Scan reward details

10. What is the point value per customer's review?

11. Allow rewards on scan

12. Do you want to give points on each order completed?

13. Should the amount spent be pre-tax?

14. Would you like this tier to have a referral program?

Referrer Points

Referred Points

Referral Link

Referral Limit

Over Rule Invite

Only Converted User

15. How would you like to reward your customers when they complete tier?

Point Reward

Promotion Reward

Collectible Reward

Point Multiplier

Point Booster

Point X (Transaction Multiplier)

Tier Invitation

No Reward

Step 5: Review & Save

Managing Multiple Tiers

Creating a Complete Tier Structure

Tier Threshold Best Practices

Tier Economics: Cost Management

Calculating Tier Costs

Advanced Tier Features

Invite-Only VIP Tiers

Referral-Based Tier Growth

Seasonal Tier Bonuses

Monitoring Tier Performance

Key Performance Indicators

Customer Tier Dashboard

Troubleshooting

Customer Not Advancing to Next Tier

Points Not Calculating Correctly

Tier Rewards Not Granted

Best Practices

Tier Design

Communication

Optimization

Next Steps

API Reference (for Developers)