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Membership Level Rules

Membership level rules determine the tier points required to upgrade a guest's membership to a higher level or downgrade it to a lower level. These level rules are applied when the upgrade/downgrade batch is run. Upgrade/downgrade decisions are based on factors such as:

How revenue, stays, and nights translate to tier points is set by the membership points calculation rules. These rules determine how points are counted for each of these classifications when the upgrade/downgrade batch is run. (The membership points calculation rules are set by selecting the Rules button on the Membership Types - New or Edit screens (Configuration>Profiles>Memberships>Types.) See Membership Point Calculation Rules for details.

To configure the level rules for a membership level, select the Level Rules button from the Membership Level Details screen (Configuration>Profiles>Memberships). The Tier Management screen appears.

Search Criteria

This screen lists the membership level upgrade and downgrade rules that have been configured for the current level. From this screen you may create new level rules and edit existing level rules.

The following fields are view-only.

Membership Type. The membership type for which you are creating or editing level rules.

Level. The level for which you are creating or editing rules.

Grid

Rule No. System assigned number for this rule.

Rule Type. Either Upgrade or Downgrade for level batch run.

Based On. The factor on which the upgrade or downgrade rule is based: Stays, Nights, or Revenue.

Required Points. For and Upgrade rule type, the minimum number of tier points that qualifies the guest for an upgrade. For a Downgrade rule type, should the guest's tier points fall below this number, a downgrade will be effected.

Override Points. An "interim" tier point value. Enter a value here when you wish to override the Required Points value for an upgrade/downgrade batch run. This value remains in-effect until it is manually changed or deleted.

Record Type. Currently, level rules may be set for resident programs only.

Buttons

Delete. Select the Delete button to delete the highlighted level rule.

New. Create new level rule. The Tier Management screen appears.

Edit. Edit the highlighted level rule. The Tier Management screen appears.

Creating and Editing Level Rules

To create a new level rule, select the New button. To edit an existing level rule, highlight your choice on the Tier Management screen and select the Edit button. The Tier Management - New screen, or the Tier Management - Edit screen appears:

Provide the following information:

Rule Type. Select the down arrow and choose either Upgrade or Downgrade to indicate whether this rule applies to level Upgrades or level Downgrades.

Note: Multiple rules can be created across two or more chains for the same Based On option (Stays, Nights, Revenue). For example, the following rules could be created:

Rule 1 - Based On = Nights; Required Points = 10; No. of Chains (Brands) = NOT Defined (so any 10 nights)
Rule 2 - Based On = Nights; Required Points = 5; No. of Chains (Brands) = 2 (This rule requires less points, but stay must be across a minimum of 2 chains.)

Record Type. Level rules may be set for Resident or Non-Resident programs. In the future, non-resident programs (e.g., a diner's club) may be included. This field will be auto filled.

Based On. Select the down arrow and choose the factor on which the upgrade or downgrade rule is based. Choices include Stays, Nights, and Revenue.

Required Points. For an Upgrade rule type, the minimum number of tier points that qualifies the guest for an upgrade. For a Downgrade rule type, should the guest's tier points fall below this number, a downgrade will be effected.

Override Points. An "interim" tier point value. Enter a value here when you wish to override the Required Points value for an upgrade/downgrade batch run. This value remains in-effect until it is manually changed or deleted.

No. of Chains (Brands). Select the down arrow and choose a number from the list of values. This value defines the minimum number of chains (for membership stay) required for the level upgrade or downgrade rule.

Based on RFM

When tier management in Membership Types Setup is based on RFM, you can configure the Required RFM Score for membership upgrades to the next tier level as well as enter a score that will override the required score.

tier_management_edit_rfm

Required Score. Enter a number for the RFM score required for membership upgrade to the next tier level.

Override Score. Enter a number that will override the required RFM score.

OK. Select to save the RFM scores.

See Also

About Memberships

Membership Levels

Membership Awards

External References