Customer Tier Management

This page explains how to manage customer tiers, including editing, deleting, reordering, and syncing tier assignments. It also covers the logic used to assign customers to tiers.

Managing Tiers

Editing Tiers

1. Navigate to Loyalty Program > Customer Tiers
2. Click on tier to edit
3. Modify any settings:
   • Title, icon, visibility
   • Qualifications and thresholds
   • Benefits and values
4. Click Save Tier
5. If qualifications or benefits changed, consider manually syncing customers

When to Edit:

• Adjusting qualification thresholds based on analytics
• Changing benefit values to balance program economics
• Updating tier names or icons
• Modifying visibility settings

Disabling Individual Tier:

1. Open tier settings
2. Toggle Enable Tier to OFF
3. Save tier
4. Customers in this tier are reassigned to next qualifying tier
5. Tier remains in system but doesn't participate in evaluation

Disabling Global Program:

1. Navigate to Customer Tiers main page
2. Toggle Enable Customer Tiers Program to OFF
3. All tier benefits become inactive
4. Tier assignments preserved but not applied

Deleting Tiers

1. Open tier settings
2. Click Delete Tier
3. Confirm deletion
4. Customers in this tier are reassigned to next qualifying tier
5. Historical tier assignment data is preserved in analytics

Reordering Tiers

Tier order determines hierarchy (lowest to highest). The system assigns customers to the highest tier they qualify for.

Process:

1. Navigate to Loyalty Program > Customer Tiers
2. View all tiers in tier list
3. Drag and drop to reorder from lowest to highest
4. Lowest tier at top (e.g., Bronze)
5. Highest tier at bottom (e.g., Platinum)
6. Click Save Order
7. System schedules automatic sync after 5 minutes

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