| Table of Contents |
|---|
Tier Configuration
...
The tiers themselves could be something like: Bronze = 0-999, Silver = 1000-4999, Gold = 5000+ points.
...
points
...
.
...
Tier Assignment
Initially, all existing and new Loyalty program members (User Profiles) will be assigned to the lowest Tier. To view an individual member’s Tier, open the User Profiles form (Utilities -> User Profiles), and search/find the member. Once a User Profile is found and selected, you can click the Tier button (on the [Loyalty] tab - please note that this text will match the name of your Loyalty Program) to change the Tier for the selected member, and click Save.
...
In the search results, select as many members as desired using the checkboxes (in the Loyalty ID column) - you may select or deselect all listed members using the checkbox in the first row - and select the new Tier (Change Tier to: listbox), then click Apply.
| Info | ||
|---|---|---|
| ||
a. To find all members who have accumulated enough points for the top tier (5000, in our example):
b. To find all members who should be downgraded to the bottom tier (less than 1000 points, in our example):
|
...