Tier Automation
Configure automatic tier recalculation for your loyalty program
Configure how and when RewardsPro automatically recalculates customer tiers based on their spending.
What is Tier Automation?
Tier automation automatically evaluates customer spending and updates their tier assignments based on your configured thresholds. Without automation, you would need to manually recalculate tiers.
Benefits
Requires staff time
Runs automatically
May be forgotten
Consistent schedule
Inconsistent timing
Predictable for customers
Delayed tier upgrades
Timely tier changes
Accessing Tier Automation Settings
Go to Settings in the main navigation
Select the Tier Automation tab
Configuration Options
Enable Automatic Tier Recalculation
A toggle to enable or disable the automated system.
Enabled
Tiers recalculate on schedule automatically
Disabled
Tiers only change when manually triggered
Recalculation Frequency
How often the system evaluates all customers and updates tiers.
Daily
Every day at midnight (store timezone)
High-volume stores, real-time tier updates
Weekly
Every Sunday at midnight
Most stores (recommended)
Monthly
First day of each month
Low-volume stores, stable programs
Quarterly
Every 3 months
Minimal tier movement needed
Choosing the Right Frequency
Daily - Choose if:
You have high order volume (100+ orders/day)
Customers expect immediate tier upgrades
You run time-sensitive promotions based on tiers
Weekly (Recommended) - Choose if:
Moderate order volume (10-100 orders/day)
Want balance of accuracy and system resources
Standard loyalty program
Monthly - Choose if:
Low order volume (<10 orders/day)
Tiers have high spend thresholds
Customers don't expect frequent changes
Quarterly - Choose if:
Very low volume or new store
Tiers are primarily for VIP recognition
Minimal automation needed
How Recalculation Works
The Process
Evaluation Period
Tier automation respects your tier evaluation period setting:
Annual
Orders from last 365 days
Lifetime
All orders ever
What Triggers a Tier Change
A customer's tier changes when:
Their calculated spending crosses a threshold
They qualify for a higher tier (upgrade)
Their spending drops below current tier minimum (downgrade)
Status Information
Last Recalculation
Shows when the automatic recalculation last completed.
Timestamp shown
Last successful run
"Never"
Automation not yet run or just enabled
"In Progress"
Currently running
Next Scheduled Run
Calculated based on frequency and last run:
Manual Recalculation
Even with automation enabled, you can trigger a manual recalculation anytime.
When to Use Manual Recalculation
After importing historical orders
After changing tier thresholds
After fixing data issues
Before a major promotion
How to Trigger
Go to Settings → Tier Automation
Click Recalculate Now
Wait for completion (may take several minutes for large customer bases)
Manual recalculation processes all customers. For stores with 10,000+ customers, this may take 5-10 minutes.
Tier Change Notifications
When tiers change (automatic or manual), the system:
Logs the change - Visible in Customer Details → Tier History
Updates customer record - New tier applies immediately
Triggers notifications - If email notifications are configured (Max+ plans)
Tier Change Log
Each change records:
Previous tier
New tier
Change reason (upgrade/downgrade/manual)
Timestamp
Triggering order (if applicable)
Best Practices
Recommended Setup
For most stores, we recommend:
Communicating to Customers
Set expectations - Tell customers when tiers update
Be transparent - Explain evaluation periods
Celebrate upgrades - Notify customers of tier increases
Handling Downgrades
Tier downgrades happen when customers don't maintain spending levels. Consider:
Grace period
Use monthly frequency to give more time
Notification
Email customers before downgrade
Win-back
Offer incentives to maintain tier
Troubleshooting
Tiers Not Updating
Verify automation is Enabled
Check "Last Recalculation" timestamp
Confirm customer has qualifying orders
Review tier threshold settings
Wrong Tier Assigned
Check customer's total spending in evaluation period
Verify order dates fall within evaluation window
Confirm tier thresholds are set correctly
Review if manual override was applied
Automation Not Running
Confirm toggle is set to Enabled
Check for any app errors in Shopify
Wait for next scheduled time
Contact support if issue persists
Performance Issues
If recalculation seems slow:
This is normal for large customer bases
Process runs in background
Doesn't affect store performance
Check back in 10-15 minutes for results
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