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How to configure loyalty tiers
How to configure loyalty tiers

Set up your various tiers and the conditions to enter.

Lars Gielen avatar
Written by Lars Gielen
Updated over 3 months ago

To change or set up loyalty rules:

  1. Navigate to ‘Loyalty’

    • In your dashboard, navigate to ‘Loyalty’ and select ‘Tiers’ from the dropdown menu.

  2. Create a New Tier

    • Once on the page for tiers, select the button ‘New tier’.

    • Begin by configuring the tier name, description, and image.

    • Ensure that you always configure the highest tier first.

  3. Configure Terms

    • Click ‘Continue’ and select your terms.

    • Terms indicate what conditions a contact must meet to enter a certain tier.

  4. Set Minimum Points for a Tier

    • To configure a minimum amount of points for a tier, select ‘Add Filter group’.

    • Then select ‘Contact’ as the type of filter, ‘Attributes’ as the option, and ‘Total credits received’ as the attribute.

    • Select ‘greater than or equal to’ as the operator and then enter the total amount of points required for entry into that tier.

  5. Complete the Tier Setup

    • Click ‘Next’ to go to ‘Complete’. Your tier has now been created!

  6. Create Additional Tiers

    • To configure another tier, navigate back to ‘Tiers’ and follow the steps above.

Note: In the list view of your tiers, your highest tier should always appear at the top of the list.

Or check out a video here!

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