You can modify the Tier Upgrade tab to do the following.
- Create new tiers
- Set tier upgrade strategy based on current points, lifetime points, lifetime purchases amount, or tracker value
- Set points allocation strategy based on the percentage of transaction amount or a fixed number for each transaction
- Configure tier upgrade notifications for different channels such as SMS, email, WeChat, and Mobile Push.
- Create a new tier
- Modify tier upgrade strategy
- Set up tier upgrade notifications for multiple channels (SMS, Email, Mobile Push, and WeChat)
- On InTouch Settings, Click Gratification & Engagement > Loyalty Manager > Loyalty Program. Alternatively, you can also search for loyalty program using the Search box.
- Click Configure.
You will see the Tier Upgrade tab by default. Else, navigate to the Tier Upgrade tab.
Create a new tier
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To create a new tier, follow these steps
- Click Create Tier. You will see New Tier Setup Wizard.
- Specify a name for the tier , enter tier description, and click Next to continue. You will see Tier upgrade screen as shown below
- In Upgrade when Lifetime purchases cross, specify when to upgrade to the current tier. This value should always be greater than the value set for the preceding tier
- Click Next. You will see Points Allocation settings screen
- Specify 100% for the default tracker based points allocation strategy
- Click Next to continue
- Verify the tier details on the Summary screen and click the Save button available on the bottom right
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Configure tier upgrade strategy
- On the Tier Upgrade tab, choose the desired Upgrade based on and Upgrade Type based on the description provided in the following table.
OPTION | DESCRIPTION | ||||||||||||
Upgrade based on | Lets you configure on what basis you want to upgrade tier.
To know more about tracker strategies, see Create Tracker Based Strategies. For example, to set tier upgrade conditions based on lifetime purchases, set Upgrade based on to Lifetime purchases and the configure lifetime purchases required for each tier. | ||||||||||||
Upgrade Type | Select the desired upgrade behavior based on the explanation provided in the following with example. The allocation of points for each upgrade type is explained in the following. Suppose that a customer has met the tier upgrade condition with a recent transaction.
For Lazy Upgrade Type, you also need to configure the EventView page - set the event as SlabUpgrade, configure the rule expression accordingly and set action as Upgrade Using Tier Settings as shown in the screenshot below.
Event: SlabUpgrade & Action: Upgrade Using Tier Settings ![]() A loyalty program has two tiers, Silver and Gold such that customers in the Silver tier receive points of 5% of the transaction amount, and Gold tier receive points of 10% of the transaction amount. If a customer needs a transaction amount of another $500 to upgrade from Silver to Gold. If the customer makes a transaction for $800.
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- Once tiers are configured, go to the EventsView page.
- For the TransactionAdd event configure rule sets to issue points and send messages.
- For the SlabUpgrade event, configure rule sets to upgrade tier. For more information, see Configuring Rules.
- Click Reconfigure, and click OK to reflect the changes in the live program.
Set up tier upgrade notifications
To set up tier upgrade notifications, follow these steps.
- On the tier upgrade page, click Configure.
- In Mandatory Channels, select the mandatory channels for sending notifications.
- In Priority Channels set the priority order for other channels. A notification among Priority Channels will be sent only through one channel based on the channel availability and priority. Channel number 1 will have the highest priority and the last one will have the least priority.
For example, Suppose mobile and email are set in Priority Channels in the order mentioned in the preceding screenshot. If a customer's mobile number is not available or if the SMS template is not configured, then an email notification will be sent to the customer.
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- Configure message templates for all the selected channels and click Save.
- You can now use tags to intimate what is achieved and what more is required (purchases/points/tracker value/visits/...) to upgrade a customer's tier using the tags under Gap to Upgrade. The list shows all the available tags, you need to use only tags that are applicable for the program according to the program configuration.
- Click Reconfigure, and click OK to reflect the changes in the live program.
Special Cases
Scenario 1: Can I add a tier in between two existing tiers?
- Edit all the tiers from where you need to modify
- Change rule expressions and conditions
- Do a data clean up and
- Reconfigure the loyalty program
Scenario 2: Can I change the points allocation type of an existing tier?
Save the changes and Reconfigure the loyalty program to reflect the changes in the live program.