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.
📝 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.
📝 Note: we can only account for customer activity from the point when the app was installed.
To update your VIP Program Start Date:
Navigate to Programs > VIP from your Loyalty dashboard.
Go to VIP Program Settings.
Click Edit on Program Start Date.
Select a date and click Update.
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:
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.
Amount Spent: This option allows customers to advance based on their total expenditure in your store.
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:
Navigate to Programs > VIP from your Loyalty dashboard.
Go to VIP Program Settings.
Click Edit on Entry Method.
Select your preferred Entry Method and click Update.
Your customer's tiers will be recalculated based on the new entry method.
💡 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.
A lifetime: With this generous option, there is no time limit for customers to achieve tiers. They can take as long as they need to progress through the different VIP Tiers.
A full calendar year: Select this option to set a time limit, giving customers until December 31 (end of the calendar year) from your Program Start Date to reach a VIP Tier. After this period, their progress resets. On January 1, they must start from zero to accumulate the required amount for the next tier, without counting any spend from the previous year. This defined time limit can boost customer activity and engagement.
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, their progress resets. This means they need to start accumulating the total required amount for the next tier from zero, based on their activity in the new 12-month period. This encourages consistent engagement throughout the year.
📝 Note: Customers are not downgraded to a lower tier upon expiration. Instead, their progress is reset, and they must start accumulating the required amount for the next tier from zero within the new time frame.
To update your VIP Program Expiration:
Navigate to Programs > VIP from your Loyalty dashboard.
Go to VIP Program Settings.
Click Edit on Tier Progress Expiry.
Select the option you prefer and click Update.
Your customer's tiers will be recalculated based on the new start date.
Tier Progress Expiry: Example Scenarios
Calendar Year Option
Scenario:
Tiers: Bronze ($0), Silver ($500), Gold ($1,000)
Program Start Date: January 1
How it works:
A customer joins the program and spends $500 by December 31. They reach the Silver tier.
On January 1 of the next year, their progress resets.
To reach the Gold tier, they need to spend $1,000 in the new year, starting from zero.
Note: The customer is not downgraded to a lower tier upon expiry. They remain in their current tier (Silver) but must start spending from zero to reach the next tier (Gold).
Rolling Year Option
Scenario:
Tiers: Bronze ($0), Silver ($500), Gold ($1,000)
Date Customer Reaches Silver: March 1
How it works:
A customer reaches the Silver tier on March 1.
They have until the next March 1 to spend $1,000 and reach the Gold tier.
If they don’t reach the Gold tier by the next March 1, their progress resets.
They remain in the Silver tier and must start spending from zero again to reach the Gold tier.
Note: The customer is not downgraded to a lower tier upon expiry. They remain in their current tier (Silver) but must start spending from zero to reach the next tier (Gold).