How do I set rules for tier progression?

Introduction

In Roadmap Loyalty, you decide how customers progress through tiers like Bronze → Silver → Gold. Progression can be based on total spend, order count, or points earned, and tiers can either be lifetime or reset annually.

Step 1: Go to Tier Settings

1. In Shopify Admin, open Apps → Roadmap → Loyalty.
2. Go to the Tiers tab.
3. Click Add Tier or edit an existing one.

Step 2: Define Your Tiers

• Name your tiers (e.g. Bronze, Silver, Gold).
• Add a description if needed (this will show in the customer dashboard).

Step 3: Set Progression Rules

Choose how customers move into each tier:

• Spend-based → Unlock a tier after spending a certain amount.
  • Example: Silver = $500 total spend, Gold = $1,000 total spend.
• Order count-based → Unlock a tier after a set number of completed orders.
  • Example: Silver = 5 orders, Gold = 10 orders.
• Points-based → Unlock a tier after earning a certain number of points.
  • Example: Silver = 5,000 points, Gold = 10,000 points.

👉 You can mix and match progression criteria, but most merchants choose spend or points.

Step 4: Choose Expiry Rules

Decide whether tiers are:

• Lifetime → Once unlocked, customers keep the tier forever.
• Rolling / Annual → Customers must re-qualify every year (or after a set period).
  • Example: Gold customers must spend $1,000 each calendar year to maintain status.

Step 5: Assign Perks

For each tier, define benefits such as:

• Point multipliers (e.g. Gold = 2x points per $1).
• Exclusive rewards (discounts, free products, perks).
• Special benefits (free shipping, early access, VIP bundles).

Step 6: Save and Test

• Save your tier rules.
• Place a test order to confirm tier progression works correctly.
• Check the customer dashboard to ensure tier status updates automatically.

Best Practices

• ✅ Use clear thresholds (easy for customers to understand).
• ✅ Promote progress (show customers how close they are to the next tier).
• ✅ Offer meaningful perks at higher tiers to encourage advancement.
• ✅ Consider annual resets to drive ongoing engagement.

Common Questions

• Can I rename tiers to fit my brand?
  • Yes — tiers can be named anything (e.g. Explorer, Insider, VIP).
• Do tiers update instantly?
  • Yes — once a customer meets the threshold, they’re upgraded automatically.
• Can customers lose their tier?
  • Yes — if you set expiry rules, they’ll drop back down unless they re-qualify.
• Can I set different rules for each tier?
  • Yes — each tier can have its own spend, order, or points requirement.

Summary

To set up tier progression in Roadmap:

1. Go to Loyalty → Tiers.
2. Create or edit a tier.
3. Define progression rules (spend, orders, or points).
4. Decide on lifetime vs. annual reset.
5. Assign perks and multipliers.
6. Save and test.

​