
Adding a new tier
Navigate to Tiers → Add a new tier and fill in the required fields:
Benefits are awarded only when a member first achieves a tier milestone. Members already in the tier when you configure or edit the benefit do not receive it retroactively.
Tier hierarchy example
Configuring tier retention
The Tier Retention Period lets you give members a grace period before being downgraded when their qualifying activity drops below a tier’s threshold. Accessing tier retention settings: Go to Tiers → Update Settings.
Example: With a 365-day retention period, a member who earned Gold by June 2025 retains Gold status until June 2026 — even if they make no further transactions.
Editing a tier
- Go to Tiers.
- Select the tier you want to edit.
- Click Menu → Edit.
- Update the name, milestone, benefits, or multiplier as needed.
- Save.
Deleting a tier
- Go to Tiers.
- Select the tier to delete.
- Click Menu → Delete.
- Confirm the deletion.
Tier evaluation schedule
Tier status updates run on a daily automated schedule. Changes to tier configuration — milestones, multipliers, or retention settings — take effect on the next scheduled evaluation run. For most programs, this means up to a 24-hour delay between a configuration change and visible member tier changes. If immediate tier assignment is required (for example, when a campaign involves instant tier upgrades), use the Tier API to set tier status programmatically.Troubleshooting
A member who crossed the Gold milestone is still showing as Silver.- Tier evaluation runs daily. If the qualifying transaction was recent, wait until the next evaluation cycle.
- Check whether the member’s qualifying metric (points or attribute) actually meets the threshold after any reversals are subtracted.
- Confirm the benefit was configured before the member crossed the threshold.
- Benefits defined after a member has already achieved a tier are not backdated.
- Check whether the Tier Retention Period is enabled — a grace period may be preventing the downgrade.
- If retention is enabled, confirm how many days remain in the member’s retention window.