Open Loyalty 5.14
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Tiers

Tiers are a mechanism for categorizing Members based on the Units earned or the value of their trades. Each Tier has a condition value that every member has to meet to get a Tier. If the Transaction value or the number of Units is bigger, then the Tier to which they are assigned is higher. The same will happen, but the other way around. If the Member loses Units he will drop to a lower Tier.
In this section, you will learn all about Tiers, how to create them and how to manage them.

Tiers module overview

The Tiers module has functions that allow you to manage the Tiers to which Members are assigned. In the main view with the list of Tiers, you will find all created Tiers. From this position, you can get all the needed information about condition value, Reward value, etc.
The full list of capabilities of the Tiers module:

Adding Tier

Here, as an Administrator with permissions, you will get to know how to create a new Tier.
You can customize the Tiers to your needs based on specific conditions. For example, you can add a Tier to which will be assigned Members who will meet the condition value of 240 Units or a purchase value of 450. If a Member is be assigned to this Tier, they will get a Reward value of 5%.
Fields in the form:
  • Name - the name of Tier
  • Condition value - a condition which Members have to meet to be assigned to the Tier
  • Special Reward - set if you want to give a special discount for a Member but only in a limited time
    • Active - select if special Reward will be active
    • Reward name - short description that explains purpose
    • Value - discount value
    • Reward code - used by Members assigned to this Tier authorizing to special Reward
    • Start at End at - specific time when the special Reward will be visible and active
To add Transaction
  1. 1.
    Click “Add Tier”
  2. 2.
    Fill all required fields (like name, condition value)
  3. 3.
    Click “Save”

Managing Tiers

In this article, you get a quick overview of all the most important information about managing Tier data.
Below you will find described operations that you can perform on Tiers.

Browsing Tiers list

  • Tiers list overview In the table on the main view with all Tiers, you will find data that gives you first information about created Tiers.
    • Name - the name of Tier
    • Condition value - a condition which Members have to meet to be assigned to the Tier
  • Filtering the Tiers list
To see a more detailed overview of all Tiers, you can use filters. They will help you find the Tier which you are looking for.
Filters what you can use:
  • Active
  • Condition value
  • Description
  • Name
  • Tier ID
You can use one filter or you can create and use several filters at the same time.
To use a filter, you need to create it.
  1. 1.
    Click “Add filter”
  2. 2.
    Select a filter from the list and click on it
  3. 3.
    Choose the condition
  4. 4.
    Enter the values
  5. 5.
    Click “Add filter”
  6. 6.
    Check the table
After completing all the steps, the Tiers list has been filtered.
  • Sorting Tiers list Sorting data is used then you as an Admin would like to sort the Tiers by some data.
    • Name
    • Condition value
  • Managing Tiers from the Tiers view perspective
As an Administrator, you can perform certain actions on the Tiers.
The actions which you can take:

Updating a Tier

In this part, you will get to know how to update the existing Tier.
To update Tier:
  1. 1.
    Choose the Tier
  2. 2.
    Click the context menu
  3. 3.
    Click “Edit Tier”
  4. 4.
    Make changes
  5. 5.
    Click “Save”

Activating/Deactivating Tier

You should know you can activate or deactivate each Tier.
When the Tier is currently inactive, it appears in the Tiers list as grayed-out.
To activate/deactivate Tier:
  1. 1.
    Select the Tier
  2. 2.
    Click the context menu
  3. 3.
    Click “Activate Tier” or “Deactivate Tier”
  4. 4.
    Click “Yes

Downloading Members list

Every Tier has a list of Members assigned to a specific Tier, you can download it to have information on how many Members and which Members are assigned to the Tier.
The format of the downloaded file is CSV.
To download the Members list
  1. 1.
    Select the Tier
  2. 2.
    Click the context menu
  3. 3.
    Click “Download Members list”

Removing Tier

Besides deactivating a Tier, you can also remove it.
To remove a Tier:
  1. 1.
    Select the Tier
  2. 2.
    Click the context menu
  3. 3.
    Click “Remove Tier”
  4. 4.
    Click “Yes”

Tier configuration

In this section, you will learn how to configure the Tiers in your loyalty program. You can configure the tiers differently depending on the wallet.

Tier will be calculated with

The way Members will get the Tiers depends on you. In the configuration of Tiers, you can choose that the Tiers will be calculated according to Units or Transactions.
  • Units The Tiers will be calculated based on the Member's earned Units. When you select "Units" below, the "Tier downgrade settings mode" configuration will appear. And here you will decide if your tires should be a downgrade and if so, how they should be lowered.
    • Automatic Is possible if the Member returns their order or if the Tier is changed manually by the Administrator E.g: Member "X" has a Tier of "0". He bought shoes that gave him 230 Units, and those Units took him one Tier higher to Tier "1". After 6 days, the "X" Member decided to return the shoes. After returning the order he goes back to Tier "0".
    • Every x number of days The Member's Tier will be recalculated every given number of days based on:
      • Active Units All accumulated, active Units
        The Reset Units option appears only when you selected Active Units. When you mark it, Open Loyalty resets all Active and Locked Units and move it to Expired Units pool after specified Downgrade every number of days.
      • Earned Units since last Tier change All accumulated, active Units since the last Tier change
      • Earned Units within last x days All accumulated, active Units within last x days
    • None The Tier of Members doesn't go down
  • Transactions The Tiers will be calculated based on the sum of the Member's purchase amount.

SKU excluded from Tiers

If you choose that the Tier will be calculated based on the Transaction. You can exclude a specific SKU from the calculation of the Tier to which Members will be assigned. Any SKUs you add won’t be included in the calculation.

FAQ (Tiers)