Deleting Tiers

Safely remove unused tiers from your loyalty program

Important: You can only delete tiers that have 0 customers assigned. If customers are currently in the tier, you must reassign them first.

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Before Deleting

Pre-Deletion Checklist

• Check customer count: Tier must show "0 customers"

• Reassign customers: Move any assigned customers to another tier

• Review analytics: Check if this tier has historical value

• Export data: Download tier performance data if needed for records

Why You Might Delete a Tier

Reason	Recommendation
Consolidating tiers	Merge into fewer, simpler tiers
Restructuring program	Part of a planned redesign
Unused tier	Never used or no longer relevant
Testing tier	Created for testing, now cleanup

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Delete Workflow

1

Verify No Customers Assigned

1. Go to Membership Tiers page

2. Check the Customers column for the tier

3. Ensure it shows 0 customers

If customers are assigned, see Reassigning Customers below.

2

Click Delete

1. Find the tier row

2. Click the Delete button (trash icon)

3

Confirm Deletion

1. Review the confirmation modal

2. Verify you're deleting the correct tier

3. Click Delete to confirm

This action cannot be undone.

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Reassigning Customers First

If the tier has customers, you must move them before deletion:

Option 1: Bulk Reassign

1. Go to Customers page

2. Filter by the tier you want to delete

3. Select all customers (checkbox)

4. Choose Bulk Actions > Assign Tier

5. Select the new tier

6. Confirm

Option 2: Individual Reassign

1. Open each customer's profile

2. Click Change Tier

3. Select the new tier

4. Save

Option 3: Run Tier Recalculation

If you've already adjusted thresholds on other tiers:

1. Go to Settings > Tier Automation

2. Click Recalculate All Tiers

3. Customers will be automatically reassigned based on spending

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What Happens After Deletion

Item	What Happens
Tier record	Permanently deleted
Historical references	Preserved in order history (tier name at order time)
Tier change logs	Historical logs retained with tier name
Analytics	Historical data preserved

Note: Deleting a tier doesn't affect historical records. Orders that were placed when customers were in that tier still show the tier name at time of order.

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Can't Delete a Tier?

"Tier has customers assigned"

Solution: Reassign all customers to another tier first.

"This is the only tier"

Solution: Create at least one other tier before deleting. Your program needs at least one tier for the base level.

"Tier has active subscriptions"

Solution: Cancel or migrate subscriptions before deleting (if using tier subscriptions).