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Build your tiers

Plan: Advanced plan and above.

This article's section starts at 4:40 in the video.

By the end of this page you'll have a working tier ladder live for every customer, each tier with its own qualification conditions and cashback multiplier.

Prerequisites

Step 1: Create your first tier

  1. Go to DollarBack admin β†’ Tiers.

  2. Click Add first tier and name it.

  3. Under Conditions, add what a customer must do to qualify. A customer must meet all active conditions on a tier to qualify for it. Available condition types:

Condition
Measures

Money Spent

Order spend inside the evaluation window

Orders Placed

Number of orders inside the window

Cashback Earned

Store credit earned inside the window

Cashback Redeemed

Store credit spent inside the window

Customer Tags

Shopify customer tags (has any/all, doesn't have any/all)

Referrals Done

Completed referrals

Each numeric condition takes an operator and a value. The operator can be at least (β‰₯), at most (≀), or exactly (=).

  1. Optionally mark one condition as the key metric (Set as key metric). The key metric is what the widget shows customers as their progress toward the next tier. Pick the one you want them chasing.

  2. Set the Cashback multiplier for the tier. Every cashback amount a member earns is multiplied by this value; 1 means no boost.

Step 2: Add the rest of the ladder

Click Add another tier and repeat. A simple, proven 3-tier ladder based on money spent:

Tier
Condition (Money Spent)
Cashback multiplier

Gold

at least $500

Γ—2

Silver

at least $200

Γ—1.5

Bronze

at least $0

Γ—1

With this ladder, a 5% cashback program pays 5% to Bronze, 7.5% to Silver, and 10% to Gold: one program, three earn rates.

Step 3: Order tiers by priority

Drag tiers to reorder them. The page reminds you: "Drag to reorder Β· tiers are evaluated top to bottom." A customer lands in the first tier from the top whose conditions they fully meet, so always place your best tier first. In the example above, Gold sits on top; a customer who has spent $650 matches Gold and stops there.

Step 4: Enable and sync

  1. Turn the Customer Tiers toggle to Active. This enables tiers globally across widgets and earning.

  2. Click Save.

  3. A banner appears: "Your tier settings have been saved. Sync to push the changes to all customers." Click Sync now. Nothing changes for existing customers until you sync. See Sync tiers to customers.

Verify it works

After the sync finishes, open your storefront as a logged-in customer and open the floating widget's tier section: you should see their assigned tier, its multiplier badge, and the requirements for the next tier. Then place a test order and check the credit log. The earned amount should reflect the tier's multiplier.

Common issues

  • Tiers page shows "Upgrade plan": tiers require the Advanced plan or above.

  • A customer's tier didn't update after saving: you likely skipped the sync. See Sync tiers to customers.

  • Cashback amount doesn't show the multiplier: the multiplier applies to orders placed after the customer had the tier; past orders are never recalculated. See Customer didn't receive cashback.

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