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Create a New Tier

Configure starting tiers, qualifying spend windows, and downgrade behavior.

Define a tier

  1. Open Tiers and create a tier.
  2. Set its name, minimum qualifying spend, point multiplier, benefits, and status.
  3. Choose the qualification window and downgrade behavior.
  4. Save and test the result on representative customer accounts.

A lowest active tier with a minimum spend of zero is an optional starting tier for enrolled members. If all active tiers start above zero, a new member can remain without a tier until they qualify.

Choose the spend window

  • Lifetime: use a zero-day window.
  • Trailing days: use an exact number of recent days.
  • Calendar months: count the current calendar month and the preceding N−1 months in the selected timezone. Three calendar months is not the same as 90 rolling days.

Choose downgrade behavior

Legacy preserves the prior behavior below the lowest threshold. Automatic allows a customer to become tierless. Retain uses a separate retention-spend floor. A manually assigned tier is a separate grant; use customer tier adjustment when that assignment needs to change.


The Create Tier feature allows merchants to add a new loyalty tier with its own spending requirements, benefits, and point multiplier settings.

Steps

  1. Open the Tiers menu.
  2. Click Create Tier.
  3. Enter the Name of the tier.
  4. Set the Min Spend requirement.
  5. Configure the Point Multiplier.
  6. Add information in the Benefits field if needed.
  7. Select the desired Status.
  8. Set the Sort Order.
  9. Click Create Tier to save the tier.

Notes

  • Higher Point Multiplier values allow customers to earn more points.
  • Sort Order determines how tiers are displayed in the system.
  • Tiers with Inactive status will not be used in the loyalty program.