Customer Tiers

Modified on Thu, 11 Dec at 5:58 AM

Overview


Customer Tiers (also known as VIP Tiers) allow you to segment customers into different levels based on their engagement, spending, and loyalty. Customers automatically move between tiers based on qualifications you set, and receive exclusive benefits when they enter a tier.

Unlike static customer segments, tiers are dynamic and automatically update as customers meet or fail to meet qualification criteria. This creates a progression system that motivates customers to increase their engagement to reach higher tiers and maintain their status.

Key Benefit: Automate customer segmentation and reward progression while incentivizing increased engagement and spending.


How It Works


Customer Perspective:

  1. Customer meets tier qualifications (spending, points, orders)
  2. System automatically assigns customer to appropriate tier
  3. Customer receives tier benefits (multiplier, bonus points, tag)
  4. Customer can see their tier and benefits (if tier is visible)
  5. Customer maintains tier while qualifications are met
  6. Customer may upgrade to higher tier or downgrade if qualifications change

Merchant Perspective:

  1. You create tiers with qualifications and benefits
  2. You order tiers from lowest to highest
  3. System automatically evaluates customers against tier criteria
  4. Customers are assigned to highest tier they qualify for
  5. You can manually trigger syncs when needed
  6. You monitor tier distribution and movement via analytics


Global Settings


When Enabled:

  • All tier qualifications and benefits are active
  • Customers are automatically evaluated and assigned to tiers
  • Tier benefits apply to customer activities
  • Analytics and statistics are tracked

When Disabled:

  • No tier qualifications are evaluated
  • No tier benefits are applied
  • Existing tier assignments are preserved but inactive
  • When re-enabled, all customers are automatically resynced

Please check more about it here: https://key-stone.app/docs/loyalties/customer-tiers/overview.html

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