🔍Customer Tiers

Customer Tiers allow you to segment your customers based on their engagement—such as orders placed, money spent, or cashback activity—and reward them with benefits based on their tier.

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.

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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.

Tiers are only available on the Advanced plan

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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

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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

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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.

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.

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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 ([email protected])