How to choose milestone when creating a VIP tier

When creating a tier it's crucial to decide according to which of the available options to assign a tier.

There are 5 milestones: Earned points, Purchases made, Amount spent, Customer Tag, and Referral Completed.

  1. With the Earn Points milestone given, customers get the tiers for the amount of earned points. I.e. member gets the Bronze tier for earning/having 5000 points:

Please note that we count the total points the customer has gained for the shop activity.

Points are not taken into account in the range calculation:

  • when the customer balance was manually changed (but if the admin deducts points - they will be deducted from the progress of the tire program)
  • the points were imported
  • points were spent for a discount
  • the discount was refunded

If a customer has received points for the order, in case of a refund points will be deducted and it will also affect the VIP Tier status.

  1. The Spent Amount milestone allows customers to get the tiers for spending a specified amount of money on your site. I.e. member achieves the Bronze tier for spending $70 at your store:

  1. Setting up the Purchases Made milestone you let your customers achieve the tiers for the specified amount of purchases they made. I.e. member achieves the Bronze tier for making 10 purchases on your site:

  1. The Customer Tag milestone decides which VIP Tier a customer gets based on certain tags they have. If a customer qualifies for more than one VIP tier because they have multiple relevant tags, they'll get the tier created earlier.

NOTE: If you use a specific tag for eligibility, you will not be able to use the same tag for the customer tag milestone to determine VIP tiers.

  1. The Referrals completed milestone is super important as it decides the VIP tier a customer gets based on the number of referrals he has brought in. The program carefully looks at the referral program metrics, and a validated referral can help you move up the tiers (as long as it meets the tier's enrollment criteria).

Don't forget to set up the points multiplier in every tier.

❗❗❗The milestone for earning the tier can be chosen only once and works for all of them. So, if you want to change the milestone later, you have to delete all the existing tiers and create new ones which leads to the loss of customers earned and multiplied points.

Since it makes it difficult to estimate different milestones at the same time, it was decided to keep one criterion for giving tiers to avoid confusion. Speaking of the terms, it's worth mentioning not only the milestone to give tier but also the reward for reaching them. When adding a new tier it is possible to choose no reward, points, discounts, gift cards or free product as a reward for the tier, then choose their value. When editing the existing tier it is not possible to change either the milestone to give or the rewarding type once set, but only the value of the rewarding type (both for points and discounts). For more, check out this guide.

The tracking point for assigning tiers can be set up from the Settings section of the Rewards program:

You may choose:

  • Look up activity from the first order (the first order the customer has ever made on your shop);

  • Current year (it will track the activities starting from January of the current year. Let's say today is the 31st of August 2022, in case you select this option, then the activities made from the 1st of January 2022 will be counted);

  • Specific date, you may choose the date from which the program will be activated;

  • Update tier progress after the last customer activity, this function would set up customers’ tiers depending on when they last did something. For example, if a customer's last activity was 5 days ago and you set the threshold to 10 days, the system will check their activity 10 days ago from now. Since the customer's last activity was 5 days ago, their VIP status will be reviewed again 10 days after that activity.

For more details or if you need help, please contact our team at or by chat icon in the bottom-right corner 🌟