Editing Existing Tiers

Modify existing tier settings and understand the impact on customers

When to Edit

• Updating spending thresholds for better segmentation

• Adjusting cashback rates based on profitability

• Changing tier names or branding (icon, color)

• Fine-tuning after analyzing program performance

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How to Edit a Tier

1

Locate the Tier

1. Go to Membership Tiers page

2. Find the tier you want to modify

3. Click the Edit button on that row

2

Modify Settings

Editable Fields:

Field	Can Edit?	Impact
Tier Name	Yes	Updates display everywhere
Minimum Spend	Yes	May trigger tier recalculation
Cashback Rate	Yes	Applies to future orders only
Icon	Yes	Visual change only
Color	Yes	Visual change only

Click Save when done.

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Impact on Customers

Cashback Rate Changes

Change	Effect
Increase rate	Customers earn more on future orders
Decrease rate	Customers earn less on future orders
Past orders	Not affected - uses rate at time of order

Cashback rates are locked at time of order. Changing a tier's rate only affects future orders, not historical ones.

Threshold Changes

Change	What Happens
Lower threshold	More customers may qualify for this tier
Raise threshold	Some customers may no longer qualify

After threshold changes:

1. Run tier recalculation to update assignments

2. Customers are reassigned based on their current spending

3. Tier change logs record all movements

Best Practices

• Review customer distribution before changing thresholds

• Communicate changes to customers if rates decrease

• Make changes during off-peak hours to minimize confusion

• Test with one tier first before making program-wide changes

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Evaluation Period Changes

Caution: Changing evaluation period affects ALL customers and should rarely be done after launch.

Change	Effect
Annual → Lifetime	All historical spending counts; customers may upgrade
Lifetime → Annual	Only last 12 months count; customers may downgrade

Recommendation: Set your evaluation period before launching and avoid changing it. If you must change:

1. Export current tier distribution

2. Communicate the change to customers

3. Make the change during low-activity period

4. Monitor tier assignments closely afterward

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Audit Trail

All tier edits are logged:

• What changed: Field and new value

• When: Timestamp of edit

• Who: Admin who made the change

View the full history in Analytics > Tier Changes.