Configuration Options
You can configure your JeriCommerce program using the following options to define how often tiers are recalculated and how tier points are earned.
Cycle Types
These options determine the frequency of the Recalculation process:
- None: Tiers never reset automatically (lifetime accumulation).
- Lifetime: Same as "None" - tiers accumulate forever.
- Calendar: Recalculation happens at the end of each calendar year.
- Enrollment: Recalculation happens on each customer's enrollment anniversary (one year from when they joined).
Balance Types
These options define the metric used to calculate tier points:
- Currency: Tier points are based on the total money spent (in your program currency).
- Points: Tier points are based on loyalty points earned (excluding reward redemptions).
Best Practices for Merchants
Following these guidelines will help ensure your tier system is engaging and successful.
Setting Up Tiers
- Start Simple: Begin with 2-3 tiers to test the system and manage complexity.
- Meaningful Thresholds: Set tier requirements that encourage engagement but remain achievable for your target customer base.
- Clear Benefits: Make sure each tier offers distinct, valuable benefits to incentivize progression.
- Regular Review: Monitor tier distribution and adjust thresholds as needed to maintain program health.
Managing Customer Expectations
- Communicate Clearly: Let customers know how tiers work and when recalculation happens (based on your chosen cycle type).
- Highlight Benefits: Show customers what they gain at each tier level to reinforce value.
- Encourage Engagement: Use tier progress as motivation for repeat purchases.
Monitoring
Regularly track the following metrics to ensure the system is performing correctly:
- Track how many customers are in each tier.
- Monitor tier change notifications to ensure they are being sent correctly.
- Review recalculation results to understand customer retention patterns and status changes.
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