Tier Scheme Details: Settings

Overview

The Settings tab of the Tier Scheme Details screen allows you to configure various program settings related to this Tier Scheme.

The available Tier program settings are as follows. To edit any of these settings, click the Edit icon in the Action column within the appropriate section.

  • Default Tier Period: This setting controls the time period over which metric values are aggregated. If you use a metric, such as reward points, to determine a Member's Tier, you can define the time period over which the Member must earn the necessary points. The options are: Calendar month, Calendar year, Rolling month, Rolling year, and Custom. The "Custom" option lets you define a custom Period. See below for more details on this option. 

  • Default Expiration: This setting is used to define an expiration period for a Member's inclusion in a Tier. You must define an Expiration Description, an Expiration Value, and an Expiration Metric, which collectively define the expiration period. Typically, this setting is used if your Membership program allows Members to downgrade their Tier. The Expiration Value and Metric are used to define an interval of time, such as "1 year" or "3 months," for example. The Description identifies the starting point for the date range. The options for the Description are From Membership Date, From Period End, or From Tier Change. If you allow Tier downgrades, then a Member will move downward to the next lowest Tier upon the Tier's expiration date.

  • Upgrade Strategy: Currently, the platform does not allow you to change the Upgrade Strategy. The only valid option is to assign a Member to the highest possible Tier where they meet all of the Tier Rules. 

  • Downgrade Strategy: Members can downgrade to a lower Tier if, for example, they lose metrics by returning a purchase, or if you have an expiration date assigned to a Tier. The options for Downgrade Strategy are:

  • Automatic: Downgrade the Member immediately if they no longer meet the conditions defined for their current Tier. 

  • End of Period: Evaluate the Member's Tier at the end of the Default Tier Period, and downgrade them if they no longer meet the conditions defined for their current Tier. 

Tier Scheme Settings

Tier Expiration Settings accommodate both Multi-Tier Schemes and Single Schemes, and the Settings are located in Rules > Tier Schemes > Settings. 

  • For brands that have a single tier scheme, users can manage their expiration settings under the default, or single active scheme.

  • For brands that have multiple tier schemes, each can support its own expiration settings.

Features

The Settings tab provides the following features related to managing custom Periods. 

Searching and Sorting

Search

The search feature allows you to search for a specified text string anywhere within the Period's Display Name or Internal Name. 

  1. Optionally, in the search field within the Default Period section, enter the desired text string.

  2. Press Enter, or click the search button (magnifying glass icon).

  3. The Default Period section is refreshed to show only the Periods that meet your search criteria. 

  4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Periods on a variety of different fields. To sort the list of Periods, select the desired sort option from this menu.

  • Display Name (the default option)

  • Created Date

  • Updated Date

Define a Custom Period

To create a new custom Period for use in defining the default Tier period:

  1. In the Default Period section, click the Edit icon within the Action column. The "Edit Tier Scheme" pop-up window is displayed.

  2. From the "Time Period" drop-down menu, select Custom.

  3. Click save. The platform displays additional controls for configuring the custom Period. 

  4. In the "Enter Dispaly Name" field, enter the name of the custom Period.

  5. Click add period. The "Edit Tier Period" pop-up window is displayed. 

  6. The Display Name field is populated with the value you entered above; optionally edit this value.

  7. The Internal Name is automatically populated based on the Display Name value. This field is disabled by default. To edit the Internal Name, check Edit Internal Name.  A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

  8. In the Description field, optionally enter a description of the custom Period.

  9. Select an Effectivity Period option: 

  • Always: This custom Period runs indefinitely. 

  • Scheduled: Enter a start date / time and an end date / time, and select a time zone.

Note: As a best practice, custom Periods should not overlap, and they should not have any "gaps" between them. Ideally, you want the next custom Period to start immediately after the current Period ends. 

  1. Click save.

  2. Repeat the above steps as necessary to define additional custom Periods.

  3. From the "If no period is specified" drop-down menu, select what the platform should do if no default Tier Period is defined. 

Note: Once you've defined a custom Period, you can assign to a Tier Table on the Base Rules tab. 

Edit a Custom Period

To edit a custom Period:

  1. Optionally search for the custom Period as defined above.

  2. Click the Edit icon within the Action column. The "Edit Tier Period" pop-up window is displayed.

  3. Make any necessary changes to the Period configuration. 

  4. Click save.

Delete a Custom Period

To delete a custom Period:

  1. Optionally search for the custom Period as defined above.

  2. Click the Edit icon within the Action column. The "Edit Tier Period" pop-up window is displayed.

  3. Click delete. A confirmation dialog box is displayed.

  4. Click confirm.