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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Tiers Configuration

In this section, you will learn how to configure Tiers.

Tiers Configuration

In this section, you will learn how to configure the Tiers in your loyalty program.

Conditions

Conditions determine how members move between tiers within a tier set. You can select up to 8 conditions per tier set and combine them as needed.

All selected conditions apply to every tier in the set. Threshold values for each condition and tier are defined during the tier creation step.

  • Active units – Tier qualification is based on the current balance in the selected wallet.

  • Total earned units – Tier qualification is based on the total number of units a member has earned in the selected wallet since joining the loyalty program.

  • Total spending – Tier qualification is based on the total amount of money a member has spent since joining the loyalty program.

  • Months since joining the program – Tier qualification is based on the number of full months since the member joined the loyalty program.

  • Cumulative earned units – Tier qualification is based on the number of units earned within a defined period in the selected wallet. The count resets at the start of each recalculation period.

Downgrade conditions

Downgrade conditions control when members are moved to a lower tier because they no longer meet the requirements of their current one.

  • None - A member does not downgrade in Tiers level

  • Automatic - Downgrade occurs automatically as soon as a member no longer meets the conditions for their current tier.

  • Every anniversary of the registration date - Downgrade occurs annually on the anniversary of the member's registration date. A member who registered on 2020-10-10 is recalculated on 2025-10-10, then 2026-10-10, and so on.

  • Annual recalculation on the chosen dates - You specify a list of dates on which downgrade occurs every year. If you add 03-10 and 07-15, downgrades happen annually on March 10 and July 15.

  • Every X number of months after Tier promotion date - You set an interval in months, counted from the member's last tier promotion. With a promotion date of 2025-10-10 and an interval of 2 months, the downgrade date is 2025-12-10.

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