Tier Rule Settings

Overview

Many clients use membership Tiers as part of their loyalty programs. Tiers allow a client to organize Members into a hierarchy based on some distinguishing feature, such as total purchases or points earned. Tier Rules are used to define the necessary thresholds that a Member must achieve in order to advance to the next Tier.

The Tier Rule Settings screen is used to define the following options related to a Member's Tier advancement:

Default Tier Period: This setting controls the time period over which metric values are aggregated. If you use a metric such as points to determine a Member's Tier, you can define the time period over which the Member must earn the necessary points.
Default Tier Expiration: This setting is used to define an expiration period for a Member's inclusion in a Tier. Typically, this option is used if your Membership program allows Members to "downgrade" their Tier. If you allow Tier downgrades, then a Member will move downward to the next lowest Tier upon the Tier's expiration date.

Note: The configuration options displayed on the Tier Rule Settings screen are also available from the Program Settings screen. You can modify these configuration options from either screen.

Access

To access the Tier Rule Settings screen, select Rules from the Main Navigation Menu, then select Settings > Tier Rule Settings from the Sub-Category menu.

Features

The Tier Rule Settings screen provides the following features:

Configure Tier Rule Settings

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To configure the Tier Rule settings:

Within the "Default Period" section, click the Edit icon within the "Action" column. The "Edit Tier Settings" pop-up window is displayed.
From the "Default Tier Period" drop-down menu, select the time period over which metric values are aggregated. The options are: "Calendar month," "Calendar year," "Rolling Month," and "Rolling year."
Click save.
Within the "Default Expiration" section, click the Edit icon within the "Action" column. The "Edit Tier Settings" pop-up window is displayed.
From the "Expiration" drop-down menu, select a starting point for calculating the Tier expiration date. The options are:

From Membership Date: Period is computed relative to the anniversary date of the Member joining the program.
From Period End: Period is computed from the end of the "Default Tier Period" (see above) used for calculating earned metric values.
From Tier Change: Period is computed from the Member's change in Tier.

The "Expiration Value" and "Expiration Metric" options are used to define a length of time. In the "Expiration Value" field, enter a number. From the "Expiration Metric" drop-down menu, select a unit of time ("Days," "Months," or "Years"). For example: "6 months."
Click save.

Back to Rule Settings

Last Updated: August 2024