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Tiering and Premium Memberships

Purpose of this document​

This document provides details at the business, technical, and implementation levels for specific features within the ES Loyalty feature set. This document addresses a subset of functionality centred on tiering and premium memberships.

Tier eligibility​

A tier program is a grouping of all related member tiers. For example, Bronze/Silver/Gold is a group of member tiers that forms one tier program.

Configurable logic is available to define how a member achieves a membership tier level.

  • Members can attain or lose a tier status in different ways (for example, logic-based, manual assignment, or payment).
  • Members can receive a wide variety of treatments based on their tier (for example, digital experience, rewards, discounts, or free products).

Membership tier eligibility logic can be applied based on the member's dollar spend, quantity purchased, or spend on a particular product.

Reward calculation: based on end-of-period total contribution​

Tier reward calculated based on total spend at the end of the tier period.

A new quarterly benefit period is required. Requirements:

  • A new quarter benefit period must be created.
  • A new aggregation for SPEND_QUARTER is required.
  • The new quarter benefit period must be available for use via the API call for tier creation.

Reward cap: end-of-period maximum​

The reward cap limits the number of rewards that a member can earn during a specified period.

The reward cap and the related time period are set for the client in a configuration file:

"EndOfPeriodReward": {
    "Enabled": false,
    "cappingThresholdPoints": 10000,
    "cappingAggregationName": "REWARDS_YEAR"
}

Other tier benefits​

Ongoing tier benefit: evergreen scheduling​

Ability to configure an ongoing benefit for a given tier (for example, 3x base points on all purchases, accelerated earning, percentage-off thresholds, free shipping, or free gift).

Ability to persist a tier so that the benefits do not expire on a fixed date.

See the technical information at the top of this page.

Household-based tier status​

Member tier status is derived from the aggregate eligible contribution of all household members.

This feature is available in a limited capacity to select B2B clients. Program setup is not available in the Console, and no reporting is provided.

  1. Past-period spend of all household members is considered for tier rollover status.
  2. Current-period spend of all household members is considered for the current period's earned tier status.
  3. Spend from members who have left a household no longer contributes to calculations.
  4. Returns and adjustments to tier contributions result in recalculations.
  5. Manual adjustments apply when joining, forming, leaving, or disbanding a household.
  • Household-Based Tier Status
  • Household Tier Status - Manual Override Logic Changes
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