Evaluation Periods
Understanding annual vs. lifetime tier evaluation
How RewardsPro calculates customer tier status based on spending.
Two Evaluation Methods
Annual Evaluation
Spending is calculated from the past 12 months only.
How it works:
Rolling 12-month window
Recalculated monthly (or on each order)
Customers can move up OR down
Old spending "falls off"
Example:
Customer: John
Last 12 months spending: $800
Tier: Silver ($500 threshold)
Next month, a $400 order from 13 months ago falls off:
New 12-month spending: $400
New tier: BronzeBest for:
Encouraging ongoing engagement
Seasonal businesses
Stores wanting fresh starts
Lifetime Evaluation
Spending is calculated from all time since account creation.
How it works:
Total historical spending
Customers only move UP
No tier demotions
Rewards long-term loyalty
Example:
Best for:
Building permanent loyalty
Luxury/high-value stores
Rewarding legacy customers
Comparison
Window
12 months
All time
Direction
Up and down
Up only
Demotions
Possible
Never
Engagement
Continuous
One-time achievement
Liability
Lower
Higher
Choosing an Evaluation Period
Choose Annual If:
You want ongoing engagement
Business is seasonal
You prefer lower credit liability
Customers shop frequently
Choose Lifetime If:
You value long-term relationships
High-value, infrequent purchases
Luxury or premium positioning
You want simple customer communication
Changing Evaluation Period
Can I Switch?
Yes, but consider:
All tiers recalculate
Some customers may change tiers
Communicate changes to customers
Best Practice
Choose your evaluation period during setup and stick with it. Frequent changes confuse customers.
Technical Details
When Recalculation Happens
Annual:
On each order
Daily cron job (overnight)
Manual recalculation option
Lifetime:
On each order
Immediate updates
Order Date Handling
For annual evaluation:
Uses order paid date
Not order created date
Timezone-aware
Last updated