# Customer Tiers ## Customer Tiers: Setup and Management Guide This guide explains how to create, configure, and use **Customer Tiers** in your loyalty app to segment customers and offer tier-based rewards. {% embed url="" %} *** ### What Are Customer Tiers? Customer tiers allow you to group customers based on specific criteria such as: * Total money spent * Number of orders placed * Cashback earned or redeemed * Customer tags For example, you can create tiers like: * **Bronze** * **Silver** * **Gold** Each tier represents a level of customer engagement and can unlock different rewards. {% hint style="info" %} Tiers are only available on the Advanced plan {% endhint %} *** ### Evaluation Windows Customer tier eligibility is calculated based on a selected **evaluation window**: * **All Time** – Based on the customer’s entire history * **Current Month** – Resets every month * **Current Year** – Resets annually * **Custom Recurring** – Define custom cycles (e.g., every 6 months) Choose the evaluation window depending on how frequently you want tier progress to reset.
*** ### Setting Up Customer Tiers 1. Go to the **Customer Tiers** section in the app 2. Create your tiers (e.g., Bronze, Silver, Gold) 3. Define conditions for each tier #### Example Configuration: * **Gold** → At least 10 orders * **Silver** → At least 5 orders * **Bronze** → At least 1 order You can combine multiple conditions. All enabled conditions must be satisfied for a customer to qualify. *** ### Available Conditions You can build tier rules using: * **Money Spent** (supports multi-currency) * **Orders Placed** * **Cashback Earned** (supports multi-currency) * **Cashback Redeemed** (supports multi-currency) * **Customer Tags** > Note: All enabled coditions have to be met for the user to be considered a part of the tier
*** ### Key Metric (Optional) You can mark a condition as a **Key Metric**. * This will be displayed to customers in the UI * Helps customers understand what they need to do to reach the next tier
*** ### Displaying Tiers in the Store To show tiers to customers: 1. Enable the **Cashback Widget** in the theme editor 2. Save and publish changes Customers will see: * Their current tier * Progress toward the next tier * Requirements to unlock higher tiers *** ### Linking Rewards to Tiers After creating tiers, you can assign rewards: 1. Create cashback or reward configurations * Example: * Gold → 5% cashback * Silver → 3% cashback * Bronze → 1% cashback 2. Go to the **Mapping Page** 3. Assign each reward to its corresponding tier 4. Save changes Customers will then see: * Tier-specific reward rates * Benefits for each level *** ### Syncing Tiers * You must **sync tiers after saving** * This ensures all customers are assigned the correct tier *** ### Using the App Without Tiers If tiers are disabled: * You can still target customers using: * **Include Customer Tags** * **Exclude Customer Tags** This allows manual segmentation without tier logic.
{% hint style="info" %} When tiers are enabled, customer tags based filtering logic setup in configs will be ignored and only configurations mapped to tiers are counted when processing each order. {% endhint %} *** ### How Tier Updates Work Customer tiers are automatically updated when: * An order is placed **and marked as fulfilled** * Cashback is earned or redeemed * A referral is completed * Customer tags are updated > ⚠️ Only **fulfilled orders** are counted toward tier calculations. *** ### Key Notes * Tier progress updates in real-time based on qualifying actions * Rewards and requirements are clearly shown to customers * Multi-currency stores are fully supported * Tier system works alongside referrals and cashback *** ### Need Help? If you have questions or need assistance: * Reach out via in-app chat * Contact support via email () --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.dollarlabs.io/dollarback-store-credit/customer-tiers.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.