This guide deals with the creation and management of tiered loyalty programs.
The tier mechanism allows you to divide your program members into groups, called tiers, based on the number of qualifying points they have. For instance, you could have regular, silver, and gold members in your program.
Creation of a tiered program
*/!\* This part of the guide follows the same general steps as the creation of a simple program.
Begin by selecting "Loyalty program" from the "New" menu in the top bar. Select "Tiered program" and enter a unique name, then click "Create" to proceed.
Step 1: General settings
The "Program name*" field comes filled with the name you entered. Note that Splio will warn you if you try to change it to a name of an existing program.
Setting the "Card code auto-generation" option allows Splio to generate unique card codes for new program members ("auto-generate"). If the "manual" option is set, all codes must be imported.
"Use all events" allows Splio to process this program when its members are activated by other programs.
Non-qualifying points management and restrictions
Non-qualifying (NQ) points serve as a currency within each program.
These options are the same for both simple and tiered programs.
Set the conversion rate between the default currency and NQ points, holding period, and rounding options (to the nearest whole number, up, or down).
Enter the "maximum" limit of NQ points (or 0 for unlimited), validity period and cascading settings.
Qualifying point management
Q points have a single purpose — they let you assign members to tiers within programs.
You only set 2 options for Q points at this stage: the holding period after which the points can upgrade or downgrade the member between tiers and the validity period after which they expire.
Scheduling
The final section defines the start and end dates for the program. This section is the same for both simple and tiered programs.
Click to select dates from the calendar and time from the list. Dates and times prior to the creation date are not available. Without an end date, the program will run until stopped manually.
Confirm and submit
Click the "Create" button in the bottom right corner to proceed to the next step.
Step Two: Defining the Tiers
You can define tier-related options and tiers in these steps. All these settings remain available after creation in the "Tiers" tab of each program.
Tier settings
"Maximum tier downgrade" determines the number of tiers a member may go down when their qualifying (Q) points expire. It is applied when the points are computed for downgrade and serve to protect members from losing too many tier benefits at once.
"Upgrade compute period" determines how often Splio checks if program members are eligible for a tier upgrade. Click to select the date and time of the first computation from drop-down menus (the program creation date is the default). You can also choose how often the computation is performed ("periodicity"), daily (default), weekly, monthly, or yearly.
Upgrade and downgrade compute periods determine how often Splio should look for program members who can be moved up a tier (upgrade) or down a tier (downgrade). In both cases you set the date of the first computation and then a period (day, week, month, or year) between subsequent computations. The default periods are daily for upgrades and yearly for downgrades, which gives upward mobility a large advantage.
"Downgrade compute period" defines how frequently Splio checks if program members need to be demoted to a lower tier due to the expiration of Q points. The downgrade period can be calendar-based or relative.
For calendar-based period, the options are the same as for the upgrade period above.
If the period type is relative, you need to enter the frequency as a number of days, weeks, months, or years (default), which is counted from the date of a member's subscription.
Define tiers
To begin tier creation, click "+ Add a tier" under Structure. (This button remains available below the list of tiers.)
Each time you click this button, a new tier (with more stars) is added to the list shown in the example below.
The example below shows two tiers, which were named "Blue" and "Silver". Click the box containing the name to change it.
For each tier, you can define multipliers for qualifying and non-qualifying points. This allows you to regulate the speed at which members of each tier collect points. The multipliers default to the tier number (1, 2, 3, etc.).
The green and red arrows indicate the entry and downgrade thresholds between each two tiers. "Entry threshold" is the minimum amount of Q points a member must have to advance to the next tier. "Downgrade threshold" is the minimum number of points a member needs to stay in the higher tier (all program members with fewer points will be downgraded).
Confirm and submit
To finish setting up tiers, click the green "Create" button in the lower right of the screen. This button reads "Update" if you are editing an existing program.
VIP tiers
If you need a special tier with special privileges or just a simple tier for employees of the brand, Splio has VIP tiers for you. VIP tiers do not rely on qualifying points to promote cardholders and are controlled by you. Note that a member can cumulate a VIP tier and a "standard" tier.
Define a VIP tier
Click “+ Add a tier” in the “VIP” tab to create a VIP tier.
Enter a name and the Q and NQ point multipliers. These values are independent of the standard Q-based tier system.
To finish click the green “Create” button in the lower right of the screen.
Add VIP tier members
You can add VIP tier members using API, the Datahub, and manually.
To add a contact to a VIP tier, open the loyalty program and display the “Members” tab.
Click the “Promote to a VIP Tiers” option, then enter the reason for promotion (e.g., an employee’s job title) and select the tier.
Confirm by clicking the green “Promote to a VIP Tiers” button.