# 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="<https://dollarlabs.neetorecord.com/watch/cb8b9f5078039a95899e>" %}

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### 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 %}

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### 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.

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### 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.

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### 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

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fp8Ux9ROTOeCL5zZ9lknb%2Fimage.png?alt=media&#x26;token=739bbc8c-9ef1-4700-80b9-84771ea3b6ed" alt="" width="375"><figcaption></figcaption></figure>

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### 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

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2FvolNH5TCqEXDUN4Y5MDD%2Fimage.png?alt=media&#x26;token=efceefcc-fbec-4181-8470-c0ff954a7809" alt="" width="375"><figcaption></figcaption></figure>

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### 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

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### 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

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### Syncing Tiers

* You must **sync tiers after saving**
* This ensures all customers are assigned the correct tier

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### 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.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2FB88Sb5A5zLAIJbuKSvc3%2Fimage.png?alt=media&#x26;token=f7aed24e-5344-4571-8cb2-95b48dd089fe" alt=""><figcaption></figcaption></figure>

{% 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 %}

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### 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.

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### 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

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### Need Help?

If you have questions or need assistance:

* Reach out via in-app chat
* Contact support via email (<support@dollarlabs.io>)