Adding members level
Member levels let you group customers into loyalty tiers, each with its own automatic discount or benefit.
What you can do here
- Create new loyalty levels, such as "VIP" or "Gold Member"
- Set the discount or benefit that comes with each level
- Choose whether the level is given automatically to every new customer, or earned once they reach a minimum spend
- Get your levels ready to assign to new or existing customers
Step by step
- Go to Dashboard > Marketing & SEO > Marketing > Members Loyalty Levels
- Name the level (e.g. "VIP", "Gold Member")
- Set the discount or benefit customers in that level receive
- If every new customer should start at this level, turn on Standard on joining. Otherwise, set the minimum total spend required for customers to reach it
- Save
Tips
- Keep level names short and clear so your team can spot them easily on customer profiles
- Make sure spend thresholds increase progressively across levels (for example, Gold must be set higher than Silver) so customers move up in the right order
- Once a level is created, see the Adding existing customers to members levels article to add current customers to it
- Check the Automated member loyalty Settings article if you`d like customers to qualify for a level automatically based on spend
Ask the assistant
You can also ask the assistant to help you set up a members level directly, for example:
- "Create a new VIP members level with 10% discount"
- "Show me all my current members levels"
- "Set up a Gold Member level for customers who spend over $500"
- "Make Bronze the standard level for every new customer"