Calculating Tier Points and Status Assignment

Earning Methods, Tier Point Balance Types, and Automatic Status Logic

How Customers Earn Tier Points

JeriCommerce calculates customer tier progression based on one of two methods, depending on how your loyalty program is configured: based on currency spent or based on loyalty points earned. The system then automatically assigns the customer to the highest tier for which they meet the minimum required points.

Method 1: Based on Currency Spent

When your program uses currency-based tier calculation, the tier points are calculated as follows:

  • Every purchase from your Shopify store is automatically tracked.
  • The total amount spent (in your program's currency) counts toward tier points.
  • Returns and refunds subtract from tier points.
  • Currency conversion is handled automatically for international orders.

Example: A customer spends $150 and earns 150 tier points. If they return a $50 item, they lose 50 tier points, resulting in a net tier balance of 100.

Method 2: Based on Loyalty Points

When your program uses points-based tier calculation, the tier points are affected by loyalty point activity:

  • Points added through purchases, bonuses, or promotions count toward tiers.
  • Every time customers earn or lose loyalty points, it affects their tier.
  • Crucial Rule: Points removed for reward redemptions do not affect tier status. Customers do not lose tier progress when redeeming rewards.
  • Point loss due to expiration will decrease tier points.

Example: A customer earns 500 points from a purchase (tier points increase by 500). If the customer redeems 200 points for a reward, their tier points stay the same (no change).

JeriCommerce > Settings > Loyalty > Tiers > Edit

How Tier Levels Are Determined

JeriCommerce automatically assigns customers to the appropriate tier based on their current tier points.

The Rule: Customers are placed in the highest tier for which they meet the minimum required points.

Tier Selection Logic

1. The system looks at all your tiers, sorted by required points (highest to lowest)

2. It finds the first tier where requiredPoints ≤ customer's current tier points

3. If no tier matches, the customer is assigned to your base tier (lowest tier

Example Calculation

Your Tiers:

Bronze: 0 points

Silver: 1,000 points

Gold: 5,000 points

Tier Setup Requirement Customer Scenario (Points) Assigned Tier Logic
Bronze 0 points 500 points Bronze 500 < 1,000 (Silver requirement)
Silver 1,000 points 2,500 points Silver 2,500 ≥ 1,000 but 2,500 < 5,000 (Gold requirement)
Gold 5,000 points 7,000 points Gold 7,000 ≥ 5,000

Next Guide: To understand how these tier points lead to instant status changes and customer alerts, please see Real-Time Updates and Customer Notifications.

Topics

Integrations