Adding fixed benefits
Fixed benefits are the annual benefits you offer in advance to your loyalty members. All members of a tier, without any exception, are entitled to enjoy the fixed benefits defined for the specific tier. Each tier can have different fixed benefits.
Our recommendation is to build a hierarchy of benefits based on your tiers. Start from the lowest tier and gradually increase the value of benefits and create an incentive to move forward to the next tier. You can create an unlimited number of fixed benefits.
Adding fixed benefits requires defined tiers, rewards and optionally actions or events depending on the benefit type.
Navigate to Add-ons > Tiers & Benefits and click Create New Benefit.
- Select your benefit type:
- One-time voucher - This is the standard benefit type, for example, a discount voucher or free shipping on one order voucher. To support this benefit, you will need to set up and activate a benefit voucher pool first.
- Yearly voucher - These vouchers are valid for a calendar year (or 12 months, depending on your tier points expiration settings). You will need to define multi-use vouchers for this kind of benefit.
- Event reward - This can be any kind of benefit that is triggered by an event in the customer's lifecycle, e.g. their birthday. To provide this benefit, you will need to set up an event action first. The rewards for this benefit are defined by the action you have defined.
- Exclusive access - Offer your loyalty members access to areas of your website that other customers cannot see. This allows free access to all defined areas throughout the year.
- Custom benefit - Allows you to enter the description of the benefit. You are the responsible for delivering this reward (e.g. a VIP support line).
- Name your benefit.
- Select your applicable tiers and reward pools.
- Click Create.
The benefits table is shown to loyalty members in the Wallet, where they can see the benefits of each tier:
- If you edit an existing benefit you will see the changes immediately, but your customers will only see it in their Wallets after the plan has been launched or re-launched.
- You can create an unlimited number of fixed benefits.
Tier upgrade and downgrade
What happens to a tier fixed benefits when a contact is upgraded or downgraded a tier?
In the following table, you can see the behaviour of each fixed benefit before and after redemption.
- Before redemption - from the moment the customer joins the tier and earns the reward to the moment they first click the Redeem Button (to expose a voucher code or unlock an Exclusive Access).
- After redemption - from the moment the customer first clicks the Redeem Button.
Fixed benefit type | Before redemption | After redemption |
---|---|---|
One time voucher |
Voucher will be removed |
Voucher will not be removed |
Multi use voucher |
Voucher will be removed |
Voucher will be removed |
Exclusive access |
Exclusive access will be removed |
Exclusive access will be removed |