Tier progression rules

Where tier progression rules are set

Tier progression is configured in your Loyalty Program under Membership Tiers. Each tier has its own earning rule in the Milestone to achieve tier section on the Edit Membership Tier screen.

Set progression rules for a tier

1

Open Membership Tiers

Go to Loyalty Program → Membership Tiers.

2

Edit the tier

In the tier list (for example, Level 1, Level 2, Level 3), click Edit on the tier you want to change.

3

Choose the milestone

On Edit Membership Tier, find Milestone to achieve tier and choose one option:

• Points earned — progress when customers reach the points threshold you set.

• Amount spent — progress when customers reach the spend threshold (shown in your store currency, for example AUD).

• Specific item purchased — progress when customers purchase a product you select.

4

Enter the threshold or pick a product

• If you chose Points earned or Amount spent, enter the number in the input field.

• If you chose Specific item purchased, use Search products or click Browse to select the qualifying item.

5

Save

Click Save to apply the new progression rule.

Set tier order (what customers see first)

Tier order is controlled by the Tier level field in the Display section on Edit Membership Tier. Lower tiers are displayed first.

If you want a standard ladder (Level 1 → Level 2 → Level 3), set Tier level to 1, 2, and 3 respectively.

Use tags when a tier changes

Each tier can apply a tag to customers when their tier changes. On Edit Membership Tier, set Customer Tag Name (for example, level-1). This is helpful if you segment or filter customers elsewhere using tags.

Tier name is the label customers see (for example, Bronze). Customer Tag Name is the internal tag applied when their tier changes.

How tier progression is recalculated over time

On the Membership Tiers page, review the Membership Settings panel for the lifecycle rules:

• Only customers with a store account created can participate in your loyalty program.

• Memberships automatically expire after 12 months.

• Membership tiers will be recalculated at the end of each period based on the customer’s total points earned OR total amount spent during that period (depending on how your tiers are configured).

Because tiers are recalculated at the end of each period, a customer may move down a tier after the period closes if they didn’t maintain the required points/spend during that period.

Add or remove tiers

• Add a tier: On Membership Tiers, click Add tier.

• Delete a tier: Open the tier with Edit, then click Delete on the Edit Membership Tier screen.

Deleting a tier removes that tier configuration. If you use the tier’s Customer Tag Name in other tools or campaigns, update those workflows before deleting.

FAQ

Can different tiers use different progression rules?

Yes. Each tier has its own Milestone to achieve tier setting, so one tier can be based on Amount spent while another is based on Points earned or Specific item purchased.

Why does my tier list show Level 1, Level 2, Level 3?

Those are default names. You can rename them using the Tier name field on Edit Membership Tier.

Where do I set VIP perks for reaching a tier?

Tier progression rules decide who qualifies. Tier perks are configured separately under Membership Tiers in Reward Customers / Customer Rewards using triggers like Tier Reached or Time Completed.