System Based Tiers

System based tiers example

In a system based tier configuration, tiers and their properties are set up during the client onboarding process. For example, tiers can be created based on the amount of customer spend, which can earn points, during the initial system configuration for base, silver, and gold tiers. Everyone who signs up is in the base tier. Customers who spend over 200 monetary units achieve silver status. Customers who spend over 400 monetary units qualify for the gold tier. Then you can exclusively target offers to customers who belong to a specific tier.

Profile based tiers example

After system based tiers are defined on the backend, CRMS users can determine membership in those tiers through the use of profiles. Additionally, CRMS users can target offers to predefined tiers.

Note:
  • CRMS users cannot remove the tier definition that is configured on the backend; however, it can be modified through the use of profiles.
  • After setting up profile based tiers, system based tier qualification rules also continue to determine tier membership.
  • Customers who meet the system based qualifications or the profile based criteria are included in the tier.