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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
    • Timezones
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  • Adding Tiers
  • Tier set structure

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  1. Main Features
  2. Tiers

Adding Tiers

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

Last updated 9 months ago

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Adding Tiers

Here, as an Administrator with permissions, you will learn how to create Tiers.

You can customize the Tiers to your needs based on specific conditions. For example, you can add a Tier with Members assigned who will meet the condition value of 240 Units or a purchase value of 450. If a Member is assigned to this Tier, they will get a Reward value of 5%.

A minimum of one tier is required in the program, with a maximum of 20 tiers per tier set.

Tier rewards are custom attributes assigned to each tier. They should not be confused with the rewards module.

Tier rewards can be obtained through the tier configuration; they are not visible within each member's profile.

To add Tiers set:

  1. Go to the Tiers module

  2. This will open the page where you can configure your TIER SET

  1. Fill in the required fields.

Fields:

  • Tier set name - the name of a Tier Set

  • Tier set conditions (up to 8 conditions) - conditions that Members have to meet to be assigned to the Tier:

    • Active Units - choose which wallet should be counted for reaching the tiers.

    • Total spending

    • Total earned Units

    • Months since joining the program

When setting multiple conditions to join a specific tier, they operate on an 'AND' basis, meaning all conditions must be met.

  • Tiers set downgrade conditions - Select the recalculation settings for downgrading members between tiers. This happens when members don't fulfill the required conditions to remain in their current tier.

  • Tier set status - activation button

Currently, each program can have only one set of tiers.

  1. Click SAVE CHANGES then click ADD TIERS

  1. Once you click ADD TIERS, you will be redirected to the tiers creation page:

In this step, you can define the name of your tiers, add some tier benefits (constant benefits), and define the values of the conditions for each tier selected during tier set creation.

  1. Once the setup is ready, click ADD TIERS to complete Tiers creation.


Tier set structure

Tiers allow you to customize your loyalty program in different ways. Below you can find the basic image of how the tires are structured:

TIER SET OVERVIEW