How to Set Up Tiers

This guide explains how to activate, create, and configure Tiers—membership levels that help you reward loyal customers based on their activity or spending. Tiers can include benefits like bonus points, special visuals, and exclusive access.

Step 1: Enable the Tiers Feature

• Navigate to Settings (1)> General Settings (2) and find the section Tier.

• Toggle Enable Tier (3) to ON. This activates the tiers functionality in your project.

• Under Progression Type (4), select the method used to evaluate member progress:

  Setting	Action
  No Progression	No automatical progress between the tiers.
  Accumulated Points	Based on the total loyalty points collected.
  Total Purchase Value	Based on the cumulative value of all purchases

  

Step 2: Create Tier Levels

• Navigate to CRM (1)> Tiers (2)

• Click the Add New (3) button in the top-right corner

• Fill in the following:

  • Name – e.g., Bronze, Silver, Gold, Platinum...
  • Description – Short internal explanation of the tier

• Click Save (4) to create the tier

  

Step 3: Configure Tier Settings

Once the tier is created, its detail view will open automatically.

Go to the Settings tab and adjust the following:

• Progression Threshold
  The minimum number of points or amount of money spent required to reach this tier (based on the progression type you selected earlier).

• Multiplier
  Defines how many times the base points are multiplied for users in this tier. Example: A value of 1.5 means that members will earn 1.5× more points.

• Visual
  Customize the tier appearance, you can set the main color scheme, tier badge image and the loyalty card image.

  

Step 4: Member Overview & Management

Inside the detail of any tier, go to the Members tab, which will allow you to manage the members:

• Helps you track who belongs to each tier and manage memberships directly if needed.

• You can see which members currently belong to this tier and manually add or remove members if needed.

  

By completing these steps, your tiered loyalty structure will be ready to reward customers based on engagement or spend—and motivate them to progress to higher levels.