Ctrlk
HomepageCase studiesBook a demo
For the complete documentation index, see llms.txt. This page is also available as Markdown.

#13 Shop for Gold Tier

Reach the Gold tier through spending and unlock ongoing premium perks.

Shop for Gold Tier

Business case

This setup helps you increase member spend by making premium perks more attainable.

It turns tier progress into a clear goal.

Use this setup when you want to:

  • motivate members to spend more to unlock better benefits

  • give Gold members access to premium perks

  • manage long-term loyalty through tier progression

Use this setup to move members to the Gold tier after they reach your spending target.

In this example, the member gets:

  • access to Gold tier perks

  • better ongoing benefits while they stay in Gold

This setup uses the Tiers module.

You do not need a separate campaign if the goal is access to Gold perks only.

Recommended setup

For this use case, use these elements:

  • Tier set condition: Total spending

  • Target tier: Gold

  • Benefit delivery: Tier benefits

  • Main condition: Member reaches the Gold spending threshold

If you also want to give a one-time bonus when a member reaches Gold, add a campaign with the Member Tier Updated trigger.

Step-by-step setup

1

Define the Gold tier perks

Decide what members get after reaching Gold.

Examples:

  • free shipping

  • higher discount rate

  • priority support

These benefits will be added directly to the Gold tier.

Learn more about tier benefits:

2

Create or edit the tier set

Go to Tiers and create a new tier set or edit an existing one.

Set the tier configuration like this:

  • Tier set condition: Total spending

  • Status: Active

  • Downgrade / recalculation: choose the option that fits your loyalty cycle

If you set multiple tier conditions, members must meet all of them.

Learn more about tier setup:

3

Add the Gold tier threshold

Add the tier levels to the set.

For the Gold tier, set the spending threshold you want members to reach.

Example:

  • Base tier: below €500

  • Gold tier: from €500

Then add the Gold tier benefits.

This means members move to Gold automatically after reaching the configured spend value.

4

Choose how long Gold status should last

Decide how the tier should behave after promotion.

Common options:

  • no automatic downgrade

  • annual recalculation

  • downgrade on a fixed cycle

Choose the option that matches your program rules and retention strategy.

5

Test the full flow

Run one full test before launch.

  1. Create or use a test member.

  2. Keep the member below the Gold threshold.

  3. Add qualifying transactions.

  4. Confirm the member reaches the threshold.

  5. Confirm the tier changes to Gold.

  6. Verify that Gold perks are available.

Also verify the next recalculation date if your tier set uses downgrades.

Example configuration

Here is a simple version of this use case:

  • Tier set condition: total spending

  • Gold threshold: €500

  • Gold perks: free shipping and priority support

  • Recalculation: annual

Expected result

After launch, the flow looks like this:

  1. A member makes qualifying purchases.

  2. The member reaches the Gold spending threshold.

  3. Open Loyalty recalculates the tier.

  4. The member moves to Gold.

  5. The member gets access to Gold perks.

Troubleshooting

The member did not reach Gold

Check these points:

  • the tier set uses Total spending

  • the Gold threshold is configured correctly

  • the transactions were matched to the member

  • the tier recalculation timing matches your setup

The member reached the threshold, but the tier did not change

Check these points:

  • the tier set is active

  • the Gold tier is configured in the correct tier set

  • the transactions count toward the configured spending rule

  • a recalculation event has already happened

Gold perks are missing

Check these points:

  • the benefits are added to the Gold tier

  • the member is assigned to the correct tier set

  • your integration reads tier benefits correctly where needed

Best practices

  • Keep Gold qualification rules easy to explain.

  • Make Gold perks clearly valuable.

  • Align recalculation with your loyalty cycle.

  • Test the upgrade path before launch.

Related articles

Last updated

Was this helpful?