Tiers are available on our Advanced and Plus plans, and as an add-on on Classic. To add tiers to your account, contact our Support team at support@loyaltylion.com.
In this article:
Overview
Tier progress shows how far a customer has got in your tiers: what they have toward their next tier, and what they need to keep the one they are in. It is measured in tier spend, tier points or tier orders, depending on how your tiers qualify customers.
Tier progress only counts activity inside your tier duration, so it can differ from a customer's points balance or their total spend with you. The duration is one of:
Rolling, a number of months you choose, 12 by default
Calendar year
Lifetime
Your customers can see their tier progress on your store, and you can see it on their customer profile in LoyaltyLion.
Showing tier progress on your store
You can show tier progress on your loyalty page as a progress bar, in one of two layouts:
Multiple tiers shows the customer's progress through all of your tiers.
Single tier shows their progress within the tier they are in.
Adding tier progress in the Theme Editor
In the Theme Editor, add the Tier progress section to your loyalty page. To choose the layout, go to General appearance, then Progress bar, and set Tier display to Multiple tiers or Single tier. Multiple tiers is the default.
Adding tier progress with the embeddable component
To place tier progress on your own pages, or to style it with your own CSS, your developer can use the tier progress embeddable component, which offers the same two layouts.
What your customers see
Under the progress bar, a customer sees how much more they need to spend, earn or order. The wording follows how your tiers qualify customers, so a spend-based program shows lines like these:
Spend £500 more by {date} to reach Gold: what they need for the next tier. Points-based tiers read Earn … more points, and order-based tiers read Place … more orders. There is no date on Lifetime tiers, and no line at all for a customer already in your top tier.
Spend £50 more by {date} to stay in Silver: what they need to keep their tier. This appears only when their tier membership has an end date and they have not yet done enough to keep it.
Tier membership is valid until {date}: the date their current tier membership ends.
These tiers use a 12-month rolling duration. The date in the reach line is when the oldest activity counting toward the customer's total drops out of that window, after which their progress recalculates.
A customer in a conditional tier sees the tier name and your condition text, with no progress bar. A customer in a hidden tier sees the tier name only.
Tier progress on the customer profile
Each customer profile in LoyaltyLion has a tier progress section showing where the customer stands in your tiers. It is split into the lines below.
Current progress
The top of the section shows the customer's current tier and the name of the next one. A customer in your top tier sees Highest tier and a full bar instead.
{amount} tier spend, {amount} tier points or {amount} tier orders: the customer's qualifying total inside your tier duration.
{amount} to go: how much more they need to reach the next tier. It only appears when there is a higher tier.
Tier lock-in
In {tier} until {date} shows when the customer's current tier membership ends. Until that date they keep their tier even if their qualifying total falls below its threshold. The exceptions are a refund, if you have turned on Lower a customer's tier after a refund, and blocking the customer.
Qualifying window or review date
This line depends on your tier duration:
Rolling: Qualifying window rolls forward on {date}. On this date the oldest activity drops out of the customer's rolling window and their tier spend, points or orders recalculate. Their tier membership is not affected, so they keep their tier until it ends.
Calendar year: Tier review on {date}. This is the end of the current year, when the customer's activity for that year is reviewed and their tier updated.
Lifetime: no date is shown, because qualifying activity never drops out.
Renewal forecast
This line tells you what is likely to happen when the customer's tier membership renews.
On track to requalify for {tier}: the customer is on course to keep their current tier at renewal.
At renewal on {date}: needs {amount} more to keep {tier}, or drops to {tier}: the customer will move down a tier at renewal unless they reach the amount shown before that date.
At renewal on {date}: may drop to {tier}: the customer may move down a tier, but we cannot work out the exact amount they need.
The forecast is highlighted more strongly as the renewal date gets closer, first within 60 days of it and again within 14 days.
Conditional and hidden tiers
A customer in a conditional tier shows the tier name and the label Conditional tier, with no progress bar. Conditional tiers are available on Shopify only. A customer enters one because of a tag on their Shopify profile, not because of what they spend or earn, and leaves it as soon as the tag is removed.
A customer in a hidden tier shows the tier name and the label Manual tier.
When a customer changes tier
A customer moves up a tier as soon as they qualify for it. They do not wait for their membership to renew.
Moving down works differently. The date their qualifying total recalculates and the date their tier membership ends are separate, and a recalculation on its own never changes their tier. They only move down when their membership ends, unless you have turned on Lower a customer's tier after a refund and a refund takes them below their tier first.