Tier Rules
Create tiers to divide members into a hierarchy. Tier rules define the criteria for advancing from one tier to the next. Create tiers and tier rules on the Rules | Tier Rules screen. You can specify both basic and advanced tier rules. If more than one tier is applicable, the member is awarded the best tier they are eligible for.
Basic Tier Rules
Basic tier rules are represented as a table of thresholds. The tier table may have one or more columns. Each column may be of the following types:
- Metric. The metric’s earned value for the period specified in Default Period is compared to the values specified in the column. The column is satisfied for a given tier level, if the earned value for the specified metric in the period is greater than or equal to the value in the column for the tier level.
- Metric Group. Groups two or more metric in a group. The overall group is satisfied for a tier level, if any of the constituent metric column is satisfied as in the previous option. In summary, this is a way to OR multiple columns.
- Expression. Way to write more complex conditions. The column is satisfied for a tier level, if the expression for that level evaluates to ‘true’.
When multiple columns are used, a tier is achieved only when each column is satisfied. That is, the columns are AND_ed. Note, that Metric Group allows _OR within AND.
The highest tier that is satisfied is the resultant tier.
NOTE: The order of tiers in the tier table is important and is from lower tier to higher tier.
Example of Basic Tier Table
Effectivity
Effectivity for basic tier table may be specified and managed at the level of columns. For example, if a program wants to change the metric used or thresholds from next calendar year, it can add new column(s), make the new columns effective from next calendar year, and make the existing columns effective only till next calendar year.
Tier Validity
Tier once accomplished is valid till it is expired as per the Default Tier Expiration setting.
Advanced Tier Rules
In addition to the basic tier rule table, advanced tier rules enable:
- Promotional tier accomplishment on top of the base rules; e.g. if fly a particular segment in the month of November then fast track to Gold.
- Conditions to extend tier validity; e.g. keep your gold status for 3 more months if you fly once in December.
- Any complex tier rule that is not easily expressed in a thresholds table
The advanced tier rule has the following components:
- Condition. Condition for the advanced tier rule to apply.
- Result. Result for the rule.
- Tier. The result tier.
- Expiration. The expiration setting for the tier; allows for expiration different than the default expiration.
- Status and Effectivity. Lifecycle of the rule including its status and when its effective.
Advanced Tier Rule Examples
Example 1 - Fasttrack Rule
If customer flies SFO-ORD segment thrice between 04/01/16 to 06/01/16, fasttrack to Gold.
- Condition:
countHistoryItemsWithFilter('flight',
{flight -> flight.origin == 'SFO' && flight.dest == 'ORD'},
'04/01/2016-05/31/2016') >= 3
- Result:
- Tier: Gold
- Expiration: default.
Example 2 - Extend Tier Rule
Gold customers can extend Gold status till March by flying at least once in January
- Condition:
isMemberTier ('gold') &&
countHistoryItemsWithFilter('flight',
,
'12/01/2016-12/31/2016') >= 1
- Result:
- Tier: Gold
- Expiration: 03/31/2017