Tiers Configuration
This document explains how the program tiers are to be configured in the Zinrelo admin console.
Introduction
Building strong and lasting relationships with customers has become more critical than ever. A well-designed tiered loyalty program with strategically crafted tiers can provide powerful incentives for customers to remain loyal to your brand.
Zinrelo's tiers are designed to segment members based on their spending or engagement patterns. Depending on your business requirements, you can decide on varying levels of rewards, which can be based on points or spending amounts.
In this document, we will discuss the different types of tier qualification criteria available, along with their configuration and usage.
Tier Qualification Criteria
We have two tier qualification criteria- Point Based and Spend Based.
- Point Based: In point-based, a member's tier is determined by the number of points they accumulate. Members earn points by participating in qualifying activities, such as making purchases on a website, writing reviews, or any other activities designated for tier upgrades. The more points a member earns through these activities, the higher the tier they can achieve.
- Spend Based: In spend-based, a member's tier is determined by the total amount they spend on purchases. For spend based tiers, The activities that qualify for tier upgrades are strictly transactional. These activities are making a purchase and submitting a receipt.
Please Note:
Only order_subtotal will count towards the qualified spend.
Types of Tiers
We have two types of tiers- life time and period based, which are explained below:
- Life Time Tier: In this tier type, there is no restriction on the time available to a member to earn the points required for a tier upgrade. Furthermore, once that tier is attained, the member is never downgraded to a lower tier.
- Period based Tier: In this tier type, a member needs to earn a certain number of points within each calculation cycle to either upgrade or maintain their tier. Upgrades are processed instantly when the required points are earned. However, downgrades occur at the beginning of the next cycle or when a return takes place. For the period-based option, you must define the duration and the starting month for the cycle.
When tier qualification points are re-calculated:
- When tier period ends- At the start of each new tier cycle, the member's qualification points are reset. If the member has not spent or earned enough points to remain in their current tier, they will be downgraded to a lower tier. If the member is already in the lowest tier, no change will take place.
- When return/ deduction takes place- In the case of return, qualified points or qualified spend are deducted from the member account. Depending on the remaining qualified points/spend after the deduction, the member's tier is re-evaluated.
Tier Configuration
To configure tiers navigate to Program Settings >> Tiers.
Settings
- Tier Type: From here, select the tier type- Life time or Period Based.
- Life time- Select this option if you want members to never be downgraded to a lower tier.
- Period Based- In this, you have to define the tier cycle. You have to select the duration and starting month of the tier. Once the period ends, tiers will be reevaluated.
- Qualification Criteria: Select the qualification criteria- Point Based or Spend Based.
- Activities qualifying for Tier Upgrade: Select the qualifying activities for tier upgrade. For point-based tiers, you can choose from a list of various activities that earn points. For spend-based tiers, only two activities are considered: making purchases on the website and submitting receipts.
Manage Tiers
In managed tiers, you can add a new tier level and configure the existing tiers.
Please Note:
- Changing the tier qualification criteria will not automatically update the tiers of all existing members. Contact Zinrelo support at [email protected] if you wish to update the tiers for existing members.
- The default tier cannot be paused for a tiered program. Contact Zinrelo support at [email protected] if you wish to disable tiers completely.
- If options are greyed out in the tier settings, please contact your account manager at [email protected].
- The default tier should be set with 0 qualified points.
- If you have more than 100,000 members in your loyalty program, the tier configuration options will be greyed out. You will not be able to make any changes to tier configuration.
- You can update the tier and tier_qualification_units of the member while importing the member. For more details, refer to this document.
- In tier settings, if any changes are made to the tier type, qualification criteria, activities qualifying for tier upgrade setting, duration, or start month of the tier, the qualified points/spend for all members in the program will be reset to 0 and member tiers won’t be reevaluated. Therefore, it is highly recommended to be certain of your tier settings before making any changes.
- The points and amount will be used for tier qualification post approval only. No points or amount will be taken into consideration if it is in pending state.
Text Configuration
Here you can configure the text of the tiers. This text will be visible to the end user.
Updated 4 months ago