Manually Assign Tiers

Override automatic tier assignment for VIP customers or special cases

While RewardsPro automatically assigns tiers based on spending, you can manually override tier assignments for VIP customers, business accounts, or special circumstances.

When to Use Manual Assignment

Scenario	Example
VIP Onboarding	New high-value customer gets Platinum immediately
Business Accounts	B2B customers get special tier rates
Promotional Upgrades	Contest winners get temporary upgrade
Customer Recovery	Goodwill upgrade for service issues
Migration	Moving from another loyalty program

Assignment Process

1

Find the Customer

Options to find customers:

• Search: Enter name or email

• Filter by tier: Show specific tier members

• Browse: Use pagination to scroll through list

2

Assign the New Tier

Configuration options:

Field	Description
New Tier	Select tier from dropdown
Permanent Override	Prevent automatic changes
Reason	Required note for audit trail

Permanent Override explained:

• ✅ Enabled: Customer stays in this tier regardless of spending

• ❌ Disabled: Customer can still be upgraded/downgraded by system

3

Verify & Notify

After assignment:

• ✅ Success toast confirms the change

• ✅ Tier badge updates immediately

• ✅ Change logged in Tier Changes tab

• 📧 (Optional) Send customer notification

Verify the change:

1. Check the customer's tier badge updated

2. Review Tier Changes tab for audit entry

3. Confirm cashback rate is correct

Override Options

Permanent Override

When enabled:

• Customer will not be automatically upgraded or downgraded

• Only manual changes can modify their tier

• Useful for: VIP agreements, business accounts

When disabled:

• System can still upgrade customer if they meet higher tier threshold

• System can downgrade if using annual evaluation and spend drops

• Useful for: Temporary promotions, one-time goodwill

Reason Notes

Always provide a reason:

• Required for audit trail

• Helps other admins understand the change

• Useful for dispute resolution

Good examples:

• "VIP customer agreement - 12 month Platinum access"

• "Service recovery - upgraded per manager approval"

• "B2B partner account - Gold tier per contract"

Poor examples:

• "Changed" (no context)

• "Test" (looks unprofessional in audit)

Bulk Tier Assignment

For multiple customers:

1. Go to Customers page

2. Select multiple customers (checkboxes)

3. Click Bulk Actions → Assign Tier

4. Select tier and enter reason

5. Confirm

Use cases:

• Migrating customers from another program

• Promotional tier upgrades for a group

• Correcting batch assignment errors

Best Practices

Do's ✅

• Always include a meaningful reason

• Use permanent override for contracted agreements

• Notify customers of their new status

• Review manual assignments periodically

Don'ts ❌

• Override without documentation

• Forget to verify the change

• Use for testing (use test customers instead)

• Override then forget to review later

Impact of Manual Assignment

Immediate Effects

Effect	Timing
New cashback rate	Immediate
Widget update	Next page load
Tier badge	Immediate

Historical Data

• Past cashback is not recalculated

• Previous tier history is preserved

• Change is logged with timestamp

Removing Overrides

To restore automatic tier management:

1. Open customer details

2. Click Change Tier

3. Select appropriate tier based on their spending

4. Disable Permanent Override

5. Add reason: "Returning to automatic tier management"

6. Save

The customer will now be subject to automatic tier calculations again.