diff --git a/documentation/build/create-tier-structures.mdx b/documentation/build/create-tier-structures.mdx new file mode 100644 index 000000000..e0b081b76 --- /dev/null +++ b/documentation/build/create-tier-structures.mdx @@ -0,0 +1,322 @@ +--- +title: Create tier structures +description: Set up rules that group customers based on their loyalty activity +keywords: ['tier structures', 'loyalty tiers', 'tier levels', 'tier builder', 'tier configuration'] +--- + +Tier structures control how customers are assigned to tiers and how their tier status changes over time. + + +## Create a tier structure + +Go to **Loyalty hub** > **Tier structures** to **Create tier structure**. + +The tier structure builder informs which steps require your action. + + + + + +### General settings + +Set the basic behavior of the tier structure. + +**Name tier structure**: enter a name for the structure + + + + + +- **Point balance**: uses the customer’s current point balance +- **Points earned**: uses total points earned over a tracking period + +When you select **Points earned**, additional options appear. + + + + + +Set how tier changes are applied. + +- **When to apply tier change**: + - **Immediately**: updates when the threshold is reached + - **Next tracking period**: updates at the start of the next cycle + +- **Tracking period value**: length of the tracking period + +- **Period unit**: Hour(s), Day(s), Week(s), Month(s), Year(s) + + + + + +Select the wallet used to calculate tiers. + +Start typing in **Type here to find** to search. + +Use **+** to create a new wallet. + + + + + +Complete all required fields. If something is missing or invalid, you will see **Action required**. + + + + + +### Tier levels + +Set the structure of your tiers and the conditions required to reach each level. + +You can set up to 10 tier levels. + +After you define **Minimum value (points)** and **Maximum value (points)**, use **+ Add tier levels** to add another tier. + + + +Providing a valid **Minimum value (points)** enables **Create tier structure**, so you can finish the setup without completing additional steps. + +You can edit the configuration later. + + + + + + + +Each tier defines a level in your loyalty program. + +- **Tier name**: label of the tier (for example Bronze, Silver, Gold) + +- **Minimum value (points)**: points required to reach this tier + +- **Maximum value (points)**: upper limit of points for this tier + +- **Unlimited**: removes the upper limit (available only for the highest tier) + + + If used for a lower tier, you will see: + **Set a maximum value for all tiers except the highest one.** + + +- **Points range**: calculated automatically from minimum and maximum values + + +When you add a new tier: +- **Minimum value (points)** is set to one point higher than the previous tier’s **Maximum value (points)** +- The value can be adjusted manually +- Tier ranges must remain in order and cannot overlap + + + + + + +Set how customers qualify for each tier. + +- **Qualification Logic**: + - **AND**: customer must meet the points range and belong to the selected segment + - **OR**: customer can qualify by points or by belonging to the selected segment + +- **Customer segment**: segment used for tier qualification + + + This field becomes required when **Qualification Logic** is set to **AND**. + + +- **Allow tier downgrade for this level**: allows customers to move to a lower tier + + + Disable this option to create a fixed tier that customers keep permanently. + + + + + + + + + + +### Tier expiration + +Set how long a customer remains in a tier and when reevaluation occurs. + +If you do not select an expiration option, tiers do not expire. + + + + + +- **Duration**: how long the tier is valid after entry +- **Period unit**: Day(s), Month(s), Year(s) + + + + + +- **Expiry date (MM-DD)**: date when the tier expires each year + +Add at least one expiry date. + + + + + +Set expiration based on inactivity. + +- **Inactivity period**: time without qualifying activity before the tier expires +- **Period unit**: Day(s), Month(s), Year(s) + +- **Qualifying activities**: + - **Earning activities** + - **Spending activities** + - **Custom activities** + +If you select **Custom activities**: +- **Custom event**: event used as a qualifying activity +- **+ Add activity**: adds the event to the list + +Add at least one custom activity. + + + + + + + + + +### Tier downgrade + +Set how customers move to lower tiers when they no longer meet qualification criteria. + + + + + +- **No downgrade**: customers remain in their current tier + +- **Multi-level downgrade (full reassessment)**: customer is reassigned to the tier that matches their current qualification + +- **Single-level downgrade (step-by-step drop)**: customer moves down one tier at a time + + + + + +Set how long to delay the downgrade. + +- **Grace period before downgrade**: Enables a delay before downgrade is applied. +- **Grace period value**: length of the delay before downgrade. +- **Unit**: defines the duration of the grace period in Day(s), Month(s), or Year(s) +- **Round up grace period**: rounds the grace period to the end of the selected unit + + +Available only when **Multi-level downgrade** or **Single-level downgrade** is selected. + + + + + + + + + + +### Summary + +Review your configuration before saving. + +The summary shows all settings defined in previous steps. + +Use **Go to step** to return to any section and make changes. + +- If everything is valid, **Create tier structure** becomes available +- If something is incompatible, you will see **Action required** + +Use **Create tier structure** to finish. + + + + + +## Tier structures view + +The **Tier structures** view lists all configurations created in your project. + +Each structure appears with its status and key settings. + +### Overview + +This list shows key details of each tier structure. + +- **Status**: + - **Draft**: structure has not been activated yet + - **Active**: structure is enabled + - **Inactive**: structure was activated and later deactivated + +- **Name**: name of the tier structure +- **Type**: points logic used (for example Point balance, Points earned) +- **Expiration**: selected tier expiration model or **No expiration** +- **Downgrade**: downgrade behavior (for example No downgrade, Single-level, Multi-level) +- **Tier levels**: number of defined tiers +- **Loyalty programs**: programs where the structure is assigned + +Some values may include warning-style labels when the configuration requires attention. + +Use the **⋮** menu on the right to edit or delete a tier structure. + +### Structure details + +Select a structure name to open a read-only summary. + +From this view, you can activate or deactivate the structure. + +The details view includes: +- General settings +- Tier levels +- Tier expiration +- Tier downgrade + +## Using tier structures in campaigns + +Use tier structures in the program Designer to define how customers are grouped into tiers. + +### Adding a tier structure + +Add a tier structure from the **Building Blocks** panel. + + +You can assign only one tier structure to a campaign. + + +1. Open the **program Designer** +2. In the **Building Blocks** panel, locate **Tier structures** +3. If needed, activate a structure +4. Use the **Quick assign** icon to add the structure to the campaign + + +Only **active** tier structures can be added. + + +### How it appears in the campaign + +After assignment: + +- The structure appears in the **Wallets** section +- Tier levels are shown within the wallet view + + +If you deactivate an assigned tier structure, it remains assigned to the campaign but becomes inactive. + + +### Removing a tier structure + +Remove tier structures from the **Building Blocks** panel. + + +You cannot remove a tier structure directly from the **Wallets** section after assignment. + \ No newline at end of file diff --git a/documentation/docs.json b/documentation/docs.json index e69f76fc5..932dc3b3c 100644 --- a/documentation/docs.json +++ b/documentation/docs.json @@ -245,7 +245,8 @@ "build/earning-rules", "build/loyalty-points", "build/loyalty-tiers", - "build/loyalty-card-import" + "build/loyalty-card-import", + "build/create-tier-structures" ] }, {