Create and Edit Your Customer Tiers

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Overview

Loyalty Points gives you the flexibility to segment your loyalty program customers into Customer Tiers. This allows you to provide various benefits to different groups of customers on your site based on whether they qualify for these tiers. You can use these tiers with other apps, such as Bold Memberships, Custom Pricing, or Bold Subscriptions, to automatically check for customer tags, or to set a customer tag. Tags can also be set manually in Shopify to create a manual grouping.

All of the qualifications that are set on a Customer Tier must be met for the customer to receive the tier's benefits. The qualifications for a Customer Tier will also apply retroactively. Loyalty Points listens for these changes roughly every 5 minutes. For example: If Customer A has spent over $1000 in the last 365 days and a tier is created with this as a qualifying rule, then Customer A will be placed into this Customer Tier.

When creating tiers, you can choose to create a default tier by selecting no qualifications and no benefits. You can use this to automatically include customers in a base tier without them needing to qualify.

Here's how to create and edit these tiers:

  1. From Shopify's admin, select Apps.

    Select the Apps option on the left-hand side of your Shopify admin

  2. Select Bold Loyalty Points.

    Select Bold Loyalty Points from your list of apps

  3. Select Customer Tiers.

    From the side navigation bar, select Customer Tiers (fifth from the top)

  4. Select Add Customer Tier.

    In the top-right corner, select Add Customer Tier

  5. Enter a Tier Name.

    In the General Tier Info section, enter a name for your Tier in the top textbox

  6. Select This is a hidden tier (optional).

    Note: This option is useful if you want to automatically include customers in this tier without displaying it. For example: Create a hidden tier to automatically give your Memberships' members double the points.

    Below the tier name textbox, select the This is a Hidden Tier checkbox

  7. Select Enable tier upon creation? (optional).

    Beneath the hidden tier checkbox, select the Enable Tier Upon Creation toggle

  8. Select one or more Tier Qualifications:

    Within the Tier Qualifications section, select the Tier Qualifications you'd like to add. Vertically from top to bottom: Customer Tag, Large Order, Order Volume, Total Points Earned

    • Customer Tag: Customers that have a specific tag attached to their account will qualify for this Customer Tier. You can specify the tag name after enabling this option.

      Picture shows the Customer Tag toggle turned on

    • Large Order: Customers that place a single order over this amount will qualify for this tier. They must be signed into their account when placing the order to qualify. The order amount can be specified after enabling this option.

      Picture shows the Large Order toggle turned on

    • Order Volume: Customers that purchase more than the specified volume in the required timeframe will qualify for this tier. The timeframe is checked on a nightly basis.

      Picture shows the Order Volume tag turned on

    • Total Points Earned: Customers who have earned at least this many loyalty points will qualify for the tier.

      Picture shows the Total Points Earned toggle turned on

  9. Select one or more Tier Benefits:

    In the Tier Benefits sectino, toggle on the tier benefits you want to have turned on (vertically from top to bottom: Customer Tag, Earning Multiplier, Bonus Points)

    • Customer Tag: This customer tag will be added to the customer's account in Shopify.

      Picture shows the Customer Tag toggle turned on

    • Earning Multiplier: Any customers in this tier will have the program's earning rules multiplied by this ratio.

      Picture shows the Earning Multiplier toggle turned on

    • Bonus Points: Customers that qualify for this tier will have the specified number of points added to their account. This only applies once per lifetime of the tier.

      Picture shows the Bonus Points toggle turned on

  10. Select Add Customer Tier.

    In the bottom-right corner, select Add Customer Tier

  11. To edit your Customer Tiers, select the ellipsis beside the tier.

    Note: The tier can be enabled by selecting the toggle switch beside the name of the tier.

    To edit the tier, select the ellipsis on the far right of tier's name you want to toggle

  12. Select Edit Tier.

    Note: The numbers beside each Customer Tier are the order in which the app will check a customer's qualifications. Customers will be placed in the last tier they qualify for.

    From the ellipsis dropdown menu, select Edit Tier

  13. Adjust the tier accordingly and select Save Customer Tier.

    In the bottom-right corner, select Save Customer Tier

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