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How to Set Up Loyalty Tiers (Pro)

Loyalty tiers give customers a goal beyond the next discount. As they earn, they climb ranks, collect badges, and can earn faster at higher levels. This guide builds a tiered program in LoyaltyX Pro.

Before you start

Section titled “Before you start”

Have your tier names and badge images ready. A simple three-tier structure, such as Silver, Gold and Platinum, is enough to start. Set up earning first, so customers have points that move them up.

Step 1: Open Levels and Badges

Section titled “Step 1: Open Levels and Badges”

Go to DevDiggers Plugins → LoyaltyX, then open the Levels & Badges tab.

The LoyaltyX Levels and Badges list

Step 2: Create your tiers

Section titled “Step 2: Create your tiers”

Click Add New for each tier and set:

  • Level Name, such as Gold.
  • Points Threshold, the From and To points range that puts a customer in the tier.
  • Badge, the image members at that tier display.

The Add Level form with the Points Threshold From field marked

Space your thresholds so each tier feels reachable but takes real spending. For example, Silver at 500 points, Gold at 2,000, and Platinum at 5,000. Save each tier, then set it Active on the list.

Step 3: Add a level-up reward

Section titled “Step 3: Add a level-up reward”

A tier is more motivating when reaching it pays off. Go to Points Rules → Points Earning and click Add New. On the Choose Rule Type screen, pick Level-Up Points, then use Configure Level Points and Choose Levels to award bonus points when a customer reaches a tier.

The Choose Rule Type screen with the Level-Up Points card selected

You can also reward higher tiers with a points multiplier, so a Gold member earns faster than a Silver member on the same order.

Step 4: Set the level-up email

Section titled “Step 4: Set the level-up email”

Tell customers when they climb. Go to Configuration → Emails and edit Automatic Level Up Notifications. Set the Heading, Subject and Email Message to congratulate the customer and name their new tier.

The Automatic Level Up Notifications email fields on the Emails tab

Step 5: Activate and test

Section titled “Step 5: Activate and test”

Confirm the tiers work end to end:

  1. Sign in as a test customer below your first threshold.
  2. Earn or manually add enough points to pass it. Use LoyaltyX → Users → View to adjust a balance quickly.
  3. Confirm the customer’s Level updates on the Users list and in their rewards area.
  4. Check that the level-up email arrives.

If a customer does not move up, re-check the Points Threshold on each tier and that the tiers are active.

Where to go next

Section titled “Where to go next”