Setup a Tier System

Learn how to set up a tiers system in Masivo

Tiers in Masivo

To create a tier system in Masivo, first navigate to the Tiers section in the dashboard. you can find them in the left sidebar.

Let’s imagine we want to create a tier system with three levels: Bronze, Silver, and Gold.

When you first create an account, a default tier called Base is created. This tier is the one that all customers will be assigned to by default.

This base tier cannot be deleted, but you can edit it to change its name.

Updating an existing tier

In the table of tiers, click the options icon and then click Edit item.

Now, in the Base Setting section, you can change the name of the base tier to Bronze.

Then click Save at the bottom of the page.

Creating new tiers

To create a new tier, click the New tier button.

You will notice the Tier level field is set to 2 since we already have one tier.

Give the new tier the name Silver.

Tier conditions

Now, since this is a premium tier, we want to set some conditions for customers to reach this tier.

In the Entry conditions section, we can set the minimum Customer number of purchases required to reach this tier.

In this example we will set it to greater than 3. Click Save.

Now click Save again and repeat the process to create the Gold tier. We will set the Customer number of purchases to greater than 5.

That’s it! You have created a tier system in Masivo.

Exit conditions

You can also set conditions for customers to exit a tier.

For example, we can edit the Silver tier and set the Customer number of purchases to less than or equal to 3. In the Exit conditions section.

Do the same for the Gold tier, setting the Customer number of purchases to less than or equal to 5.

Automatic tier change

Now customers will be automatically moved to the next tier when they meet the entry conditions.

Customers will be moved back to the previous tier when they meet the exit conditions At the start of your next Reporting period.

You can update your reporting period in your Account Settings

Additionally, you can give customers a grace period to keep their tier for an additional period. Set it in the Tier settings tab in the tiers section.