Creating Membership Tiers

Loyalty tiers are the foundation of your rewards program. They automatically segment customers based on spending and assign cashback percentages, encouraging repeat purchases and higher order values.

Key Features

• Automatic tier assignment based on customer spending

• Configurable cashback percentages per tier (0-100%)

• Annual or lifetime spending evaluation

• Custom icons and colors for branding

• Real-time tier progression tracking

• Complete audit trail of all tier changes

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Tier Settings Reference

Setting	Description	Example
Tier Name	Customer-facing name	"Gold", "VIP", "Platinum"
Minimum Spend	Spending threshold to qualify	$500
Cashback Rate	Percentage returned as store credit	5%
Evaluation Period	Annual or Lifetime	Annual
Icon	Emoji or icon for display	⭐, 💎, 👑
Color	Hex color for tier badge	#FFD700

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Creating Loyalty Tiers

1

Navigate to Membership Tiers

1. Navigate to Membership Tiers in the main navigation

2. Click the Add Tier button (top right corner)

2

Configure Core Settings

Tier Name

• Purpose: Customer-facing name displayed in widgets, emails, and admin

• Examples: Bronze, Silver, Gold, Platinum, Diamond, VIP

• Best Practice: Use recognizable tier names that clearly indicate hierarchy

Minimum Spend Threshold

• Purpose: Spending amount required to reach this tier

• Format: Whole number in your store currency (e.g., 500 for $500)

• Note: Customers qualify when their spending equals or exceeds this amount

• Tip: Set your base tier to $0 so everyone starts earning

Cashback Percentage

• Purpose: Percentage of eligible order value returned as store credit

• Range: 0% to 100% (whole numbers)

• Example: 5% means a $100 eligible order earns $5 in store credit

• Best Practice: Increase percentages with higher tiers to incentivize progression

Evaluation Period

Choose how customer spending is calculated:

Period	Behavior	Best For
Annual	Resets every 12 months	Most stores, seasonal products
Lifetime	Never resets, accumulates forever	Big-ticket items, long relationships

• Annual: Customer must maintain spending each year to keep tier

• Lifetime: Once qualified, customer stays at tier permanently

3

Configure Display Settings (Optional)

Customize how the tier appears to customers:

Icon

• Purpose: Visual identifier shown in widgets and badges

• Default: ⭐ (star emoji)

• Options: Any emoji (⭐, 💎, 👑, 🏆, 🎖️)

Color

• Purpose: Badge and accent color for the tier

• Default: #FFD700 (gold)

• Format: Hex color code

Common Color Schemes:

Tier	Suggested Color
Bronze	#CD7F32
Silver	#C0C0C0
Gold	#FFD700
Platinum	#E5E4E2
Diamond	#B9F2FF

4

Save the Tier

1. Review all settings for accuracy

2. Click Save to create the tier

3. The tier immediately becomes active for tier calculations

Result: New tier appears in the Membership Tiers list and is available for customer assignment.

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What Happens Next

After creating a tier:

1. New customers are assigned based on their spending when they place orders

2. Existing customers are evaluated during the next tier recalculation

3. Tier badge appears in the customer widget and admin panels

4. Cashback rate is applied to all future qualifying orders

Tip: Create all your tiers before running an initial data sync. This ensures existing customers are assigned to the correct tier based on their historical spending.