Here is an example of the key records you might create to set up a two-tier loyalty program that has a "standard" and a "gold" tier.
Type of record | Example record name | Key option settings |
Club | Two-tier points system | Default member level: Standard |
Level | Standard |
Club: Two-tier points system Group: Standard status |
Level | Gold |
Club: Two-tier points system Group: Gold status Balance type: Tier credits |
Group | Standard status |
Club: Two-tier points system Exclude group: Gold status |
Group | Gold status |
Club: Two-tier points system Exclude group: Standard status Rule: Has reached gold status Retention: 12 months, recalculated weekly |
Rule | Has reached gold status | Balance type: Tier credits |
Balance type | Tier credits | Club: Two-tier points system |
Recognition | Gold level reward |
See also:
Building campaign groups for tiered loyalty programmes
Building campaign rules to identify Loyalty members for communication or recognition
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