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VIP Program Settings
VIP Program Settings

Learn how to set your VIP Program start date, entry method, and tier expiration to optimize your customer loyalty strategy.

Laurence Leech avatar
Written by Laurence Leech
Updated over a week ago

Introduction

In this article, we'll take a look at managing your VIP Program Settings in Rivo Loyalty & Referrals. These settings allow you to shape your VIP Program to align with your brand vision and customer relationship strategies. In this article, we'll be covering the three primary aspects: the Program Start Date, the Entry Method, and Tier Expiration.

πŸ“ Note: When you update any of the VIP Program Settings, your customer's tiers will be automatically recalculated, during which time, the VIP Program will be temporarily disabled


Program Start Date

The Program Start Date is a crucial factor, deciding the starting point from which your VIP tiers begin to count points or purchases. For example, if a customer has accumulated 500 points in total but your Program Start Date is set to February, only points earned from February onwards will count towards tier progression.

πŸ“ Note: we can only account for customer activity from the point when the app was installed.

To update your VIP Program Start Date:

  1. Navigate to Programs > VIP from your Loyalty dashboard.

  2. Go to VIP Program Settings.

  3. Click Edit on Program Start Date.

  4. Select a date and click Update.

  5. Your customer's tiers will be recalculated based on the new start date.


Entry Method

The Entry Method is how your customers ascend the VIP tiers. There are three options to choose from:

  1. Points Earned: Choose this option if you'd like customers to progress based on the number of points they've accrued through your Points Program.

  2. Amount Spent: This option allows customers to advance based on their total expenditure in your store.

  3. Number of Orders Placed: Select this if you want the number of orders a customer places to determine their VIP tier.

Choose the Entry Method that aligns best with your business model and customer base.

To update your VIP Program Entry Method:

  1. Navigate to Programs > VIP from your Loyalty dashboard.

  2. Go to VIP Program Settings.

  3. Click Edit on Entry Method.

  4. Select your preferred Entry Method and click Update.

  5. Your customer's tiers will be recalculated based on the new entry method.

πŸ’‘ Tip: Don't forget to check your individual VIP Tiers' thresholds ('Goal to achieve tier') to make sure you're happy with the amounts when you update the Entry Method for the Program


Tier Progress Expiry

Tier Progress Expiry determines the duration customers have to reach a VIP Tier.

  1. A lifetime: With this generous option, there is no time limit for customers to achieve tiers.

  2. A full calendar year: This option gives customers until the end of the calendar year (December 31), counted from your Program Start Date, to achieve a VIP Tier. After that, they reset to their current tier's starting point. This can be an effective way to encourage more customer activity.

  3. A rolling year: Customers have 12 months from the date they enter a tier to reach the next tier. If they don't meet the requirements within this 12-month period, they stay in their current tier, but their progress resets to the starting point of that tier. This encourages consistent engagement throughout the year.

πŸ“ Note: Customers are not downgraded to a lower tier upon expiration. Instead, their progress is reset to the starting point of their current tier.

To update your VIP Program Expiration:

  1. Navigate to Programs > VIP from your Loyalty dashboard.

  2. Go to VIP Program Settings.

  3. Click Edit on Tier Progress Expiry.

  4. Select the option you prefer and click Update.

  5. Your customer's tiers will be recalculated based on the new start date.

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