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About Creating Loyalty Tier Promotions

A tier promotion defines the rules that are applied to determine whether someone in that tier is changed to another level based on the member's attributes. For example, it can upgrade, downgrade, or requalify a member based on the member's behavior.

A tier promotion applies to every member in the tier. Only one tier promotion can be considered for a given tier, unlike loyalty promotions where multiple promotions are considered for each transaction.

The high-level process of creating a tier promotion is:

• Promotion record created automatically. When you create a tier record in the Loyalty Program Administration screen, a tier promotion is automatically created for that tier and given a name with the following form: Tier Promotion: <name of tier>.
• Create the rule for the promotion. In the Loyalty Promotions Administration screen, you create the rules for the promotion. Create the Rule, Criteria, Attribute, and Action records as needed to change the tier level of members in this tier based on their behavior. For an overview of how to use these records to create rules, see About Creating Loyalty Reward Promotions.
• Specify products. Optionally, you can use the Product Inclusion field of the Promotion record and the Products view of the Loyalty Promotion Administration screen to specify that the promotion only applies to purchases of specific products or applies to all except specific products.
• Do not use the Point Blocks or Tier views. The Point Blocks view of the Loyalty Promotions Administration screen specifies which point blocks reward points come from, and this does not apply to tier promotions, because they do not give points as rewards. The Tier view specifies which tiers the promotion applies to, and this information does not apply to tier promotions, because the tier was already specified when the promotion was created.

For a step-by-step example of how to create a tier promotion, see Example of Creating Tier Promotions.