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
- URL:
- 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.
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
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 | Description | When to Use | Example |
|---|---|---|---|
| Points | Fixed points per scan | Simple, predictable rewards | 10 points per scan |
| % Off Retail Price | Percentage discount on scanned product | Encourage immediate purchase | 5% off scanned product |
Configuration:
- Select scan reward type from dropdown
- Enter value:
- Points: Enter number (e.g.,
10for 10 points) - % Off: Enter percentage (e.g.,
5for 5% discount)
- Points: Enter number (e.g.,
Examples by Tier:
Bronze: 5 points per scan
Silver: 10 points per scan
Gold: 15 points per scan
Platinum: 20 points per scan
OR
Bronze: 2% off retail price
Silver: 5% off retail price
Gold: 10% off retail price
Platinum: 15% off retail price
Best Practices:
- Increase scan reward with tier level
- Use points for loyalty programs, % off for immediate sales
- Consider product margins when setting % off values
- Scan rewards stack with purchase points
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
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)
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/NFT Reward
Award a digital collectible or NFT.
Configuration:
| Field | Value | Example |
|---|---|---|
| Reward Type | Collectible | Collectible |
| Select Collectible | Choose from available NFTs | "Gold Member Badge NFT" |
How It Works:
- NFT automatically mints to customer's wallet
- Appears in collectibles gallery
- Can unlock additional benefits
- Creates immutable achievement record
Example:
Platinum Tier Achievement:
- Collectible: Platinum Founder NFT
- Limited Edition (only for Platinum members)
Best For: Exclusive tiers, collectible programs, token-gated benefits
Point Multiplier
Temporary or permanent point earning boost.
Configuration:
| Field | Value | Example |
|---|---|---|
| Reward Type | Point Multiplier | Point Multiplier |
| Multiplier | Multiplier value | 2, 3, 5 |
How It Works:
- Multiplies point earning on future purchases
- Stacks with base tier earning rate
- Example: 2x base rate (2 pts/$) × 3x multiplier = 6 points per dollar
Example:
VIP Tier Achievement:
- Reward: 2x point multiplier for 30 days
- Customer earns double points on all purchases
Best For: Limited-time tier celebration, VIP perks
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 NFT (collectible badge)
4. 2x point multiplier (ongoing benefit)
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
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 NFT + 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 milestone-based challenges
- Points Management - Manually adjust balances
API Reference (for Developers)
For developers integrating tier functionality: