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Loyalty Tiers

A guide for setting up Loyalty Tiers within Influence.io

Mollie Herbert avatar
Written by Mollie Herbert
Updated over 5 months ago

Introduction πŸ“–

Loyalty tiers allow you to reward your most loyal customers. When customers achieve higher tiers, they'll receive greater rewards! The below guide will show you how to set these up and enable them!

Requirements

βœ… Influence.io Plus plan or Higher


Instructions βš™οΈ

Setting up a Tiered Program

Adding a Tier

To add your first tier, select Add Tier πŸ‘‡

You'll then be presented with a page to set up the following:

🏷Name

🌟 Milestone threshold (how many points needed to reach tier)

πŸ‘€ Icon (choose from default or upload a custom)

β˜•οΈ Perks (Enter a list of any additional perks that you would like to award to customers who are in this tier. Please note that you will need to manage & handle perks manually outside of your Influence system)

Hit create when you are done and repeat the process for as many tiers as you require!


Tier Program Settings

There are two settings you can change under Tiers Settings.

The first, is your program start date. The customers tier is based on the program start date.

The second, is how the customers achieve the milestones, whether that be points spent or amount spent.


Activating your Tier Program

Once you were happy and ready to set your Tier Program live, you can do so by toggling the Loyalty Tiers page the Enable.

Shopify Settings βš™οΈ

You can tag Shopify customers with their relevant tier. This allows you to create pages within the store that are only visible by customers with a specific tag, making some tier specific rules easier to manage.

Note: The tagging is a one way system, we can tag the Shopify customers, but tagging the customer in Shopify won’t move them into the relevant tier within influence.io

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