B2B membership tiers
Create membership tiers for your B2B companies and use tier tags to unlock better pricing, shipping rates, or exclusive products for your top wholesale accounts.
B2B tiers recognize your strongest wholesale accounts. A company can earn points or spend its way into a tier.
Create a B2B tier
Open Loyalty Program → Membership Tiers. Switch to B2B, then add a tier.
B2B tiers are separate from D2C tiers. Each tier has these fields:
Tier name is visible to customers.
Tier level sets display order. Lower levels display first.
Customer Tag Name applies to company members when the company’s tier changes.
Milestone to achieve tier is Points earned or Amount spent during the membership period.
Use one milestone scale across B2B tiers. Amount spent is often the better fit. B2B earning is order-based, and spend maps directly to company value.
The membership period follows your membership settings. It is lifetime or fixed from the company membership start date.
How companies progress
Roadmap rechecks the company tier whenever points land. This includes orders, order adjustments, and approved pending adjustments.
Companies are promoted when they qualify. They are never automatically demoted after refunds. Change a company tier manually from its company page.
Use tier tags
The tier tag applies to each company member’s Shopify customer record. Use it for:
Better pricing through Roadmap discounts targeted at the tag.
Better shipping rates for tagged customers.
Exclusive products or catalogs outside Roadmap.
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