There is no upper limit on the number of membership tiers.

The conditions for moving up or down the tiers are based solely on the amount of money spent.

Please note that the number of purchases, etc., cannot be considered as criteria.

The display for the tier settings:

Set the month when the application of the membership tier begins.

Any changes made to the settings will be reflected on the 1st date of the next month.

This is the period for referencing the customer's purchase amount.

For example, if the activity window is set to 6 months, the system will check the customer's spending over the past 6 months before the rank up period to determine if they have met the tier entry requirements.

This is the period to determine whether customers will rank up or rank down their tiers.

If the rank up period is set to 1 month, the system will check if customers have met the tier-upgrade requirements within the activity window at the beginning of every month. Customers who meet the requirements will be upgraded to the corresponding rank, while those who do not meet the maintenance requirements will be downgraded to the tier below it.

By enabling the "Never rank down" toggle bellow the period drop down, you can create a system where your customers never rank down. Regardless of their purchased amount, the tiers will get maintained once earned.

This setting decides which orders to include in the tier calculation.

This setting defines the minimum tier and custom coupon name for tier based free shipping. Any customer that has a tier higher than the one you set will automatically get a shipping discount attached to their orders.

The discount will always be a 100% discount, and cannot be used to discount only a specific amount.

Start Date: January

Activity Window: 1 month

Rank Up Period: 3 months

If the settings are set like this, the first tier change will occur on January 1st. The system will check the amount of money spent in December, and if the requirements are met, the customer will get an upgraded tier. The next tier change will happen 3 months later on April 1st, which will be decided based on the amount of money the customer has spent during March.

Start date: April

Activity Window: 6 months

Rank Up Period: 1 month

If the settings are set like this, the first tier upgrade/downgrade will occur on April 1st, which will be determined by the amount of money the customer has spent from October to March before April. The next tier upgrade/downgrade will happen on May 1st, which will be determined by the amount of money the customer has spent from November to April before this May.

If the settings are set like this, customers have a chance to get a new tier every month.

Minimum tiers can be set in the customer menu manually or by importing the information via CSV.
If a minimum tier is set correctly, the customer will not rank down from the rank up period and will maintain the minimum tier at lowest.
If a user sets a minimum tier, the same user must have the same tier set as the minimum tier or any tier above that in order for minimum tiers to function as intended.
When the user's current tier is set to a tier below the minimum tier, the minimum tier feature will not function and the user will get an upgrade / downgrade depending on the requirements.

You can manually edit customer tiers from the easyPoints customer page.

You can reference orders placed prior to installation by importing them. This means customer's purchase history from before installation can be included for tier calculation even for newly installed stores.

Open the tier setup page, and you will see a banner at the top.

By clicking the "Import" button, past orders will be imported into easyPoints for tire calculation. (No points will be given)

Depending on the amount of orders, the import might take some time.