Configuring Loyalty Tiers

Implementing a tiered loyalty system is an effective way to boost customer engagement and increase participation. This lesson covers how to customize your base tier, establish credit thresholds for higher statuses, implement time-sensitive entry criteria to encourage repeat visits, and synchronize your database to update member rankings.

Key Takeaways

• The Base Tier (No Criteria): When you first land on the dashboard, you will find one pre-generated tier. This serves as your foundational baseline. It must have zero enrollment criteria so that every single customer is automatically enrolled the moment they register for your loyalty program. You can customize its name and description (e.g., branding it the "Bronze Tier") to fit your identity.

• Setting Milestone Thresholds: When creating higher levels (like Silver or Gold), you establish a cumulative entry barrier based on the total amount of credits received. For example, you can set your intermediate tier at 250 credits and your top tier at 500 credits.

• Driving Engagement via Recency Filters: To make your program more dynamic, you can enable additional entry criteria beyond a simple point milestone. Adding a contact attribute filter based on the last transaction date (e.g., "is less than 181 days ago") ensures that status is tied to active engagement.

• Preventing Stale Status and Lifespan Capping: Factoring in recency prevents customers from holding onto premium statuses indefinitely without returning to shop. Setting a roughly six-month window (181 days) or a one-year parameter incentivizes users to maintain frequent habits so they don't lose their benefits, keeping your brand top-of-mind.

• Database Synchronization: After saving your tier configurations and filters, you must click Synchronize in the top-right corner. The platform will present an overview showing exactly how many contacts are about to move into each tier. Confirming this action triggers a live progress bar as the system updates your database.

• Shopify and Lightspeed Perks: The "Perks" tab on the tier interface is an advanced feature reserved exclusively for brands utilizing the Shopify or Lightspeed integrations and can be skipped during baseline setup.

Dashboard Checklist

1. Navigate to Loyalty > Tiers to view your auto-generated base tier.

2. Click Edit on the default tier to update its title to a branded name (e.g., Bronze), write an inviting description, upload a tier graphic, and hit Submit.

3. Click Add tier to build your middle tier, define its milestone point threshold (e.g., 250 credits), and click Create.

4. Select the newly created tier, go to Entry criteria, toggle on Enable additional criteria, set a filter group using Contact attribute > Last transaction date, set it to less than 181 days, and save.

5. Repeat the process to add your top-level tier with a higher point threshold (e.g., 500 credits) and the matching 181-day recency filter.

6. Return to the main Tiers screen, click Synchronize in the top right corner, review the member movement breakdown, and hit Sync to recalculate your customer database.