Tiers determine the level of benefits customers can enjoy from your Loyalty plan.
To upgrade to the next tier, customers must pass a pre-determined milestone. This milestone could be based on spend and the number of purchases they have made over the last year. Every plan has a starting tier, which has no entry requirements, and can have up to 10 tiers in total.
Next to the tier name and icon, you can define the entry requirements in terms of required spend and number of purchases. A minimum required spend is mandatory; a minimum number of purchases is optional.
If you decide to define both, these two requirements must be fulfilled. You can also decide that there is no drop-down scenario for a specific tier (except the first one).
To add new tiers or fixed benefits after the first launch, select Edit next version at Add-ons > Loyalty Management > Plan Settings.
It is not possible to remove tiers from a running plan since there are most probably contacts assigned to them. To delete tiers, contact Emarsys Support.
Adding new tiers
You can add additional tiers to your program by navigating to Add-ons > Tiers & Benefits > Tiers and clicking the relevant icon.
Notice that all existing tiers are in the Ready to launch state. This shows that new tiers and changes to existing tiers become live after clicking Launch Plan at Add-ons > Loyalty Management > Plan Settings.
When you create a new tier, it is always added above the highest tier. You cannot create a new tier and insert it between two existing tiers.
When a new tier is added to a running plan, eligible members do not enter automatically. They will enter only after performing an action triggering point calculation, such making a purchase or spending points.
Tier settings
In Tier settings, you can set the more general options of the tier. However, you can also create here the Invitation only tiers, unless you are using Loyalty groups with your plan.
Points & Redemption Plan and Points & Benefits Plan
Spend & Benefits Plan
You can choose between requiring a yearly check of status points (the exact date defined in Plan Settings) or letting members stay in their tiers indefinitely.
The latter can be useful, for example, to reward customers staying the longest with you or those achieving the highest tier.
By default, you cannot drop out of the first tier.
Purchase benefits
Points from purchases are one of the key definitions of your plan since these are the basic benefits of any points program.
In the Purchase Benefits screen, you can define the point rewards:
- For general purchases for tier members
- For specific product categories or brands extra point rewards
We recommend you to assign additional points at a different rate on a category and brand level on your product catalog. You can use this to promote a specific category or brand, but you can also assign a different rate of points on full priced items and on discounted items. As long as your catalog structure allows this, you can use this feature in a variety of ways.
Points & Redemption Plan and Points & Benefits Plan
Spend & Benefits Plan
If you choose to give 0 points, the benefit message will not be displayed.
Benefit message
Benefit message is the promotion for this benefit that your customer will see in their wallets. You can use a predefined message or enter your own text.
Setting up Points from brand or category
In a Points & Redemption Plan or a Points & Benefits Plan you need to define the spending requirements for a specific amount of points for each supported market.
To provide extra point rewards for certain categories or brands, you just need to click Select from Catalog after defining the point rewards:
Once you have defined the first product category or brand benefit, you can easily set up further different benefits by clicking Add New Points Value:
