# Tier Assessment

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This feature is available for the **Ultimate** plan.
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### **Introduction**

For Shopify Plus merchants using the enterprise plan, keeping your loyalty program members in the right tiers is essential for maintaining engagement and rewarding your top spenders.

The Tier Assessment feature allows you to automatically review your customers' spending habits to determine if they should maintain their current VIP status or be moved to a lower tier.

### Understanding the Rules

The Tier Assessment feature operates by allowing merchants to set the following parameters:

* **Assessment Cycle (X):** The period after which the customer’s spending will be reviewed.
* **Order Review Timeframe (Y):** The specific timeframe in which orders are evaluated.
* **Spending Threshold (Z):** The minimum amount a customer must spend within the set timeframe to retain their tier.

After each cycle (X), the system assesses whether customers have met the spending criteria (Z) within the specified timeframe (Y). If not, they may be downgraded to a lower tier.

### How to set up Tier assessment

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Open the **`Joy Loyalty application`**
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**Contact Joy Loyalty customer support**

Request to enable the "**Tier Assessment**" feature

<figure><img src="https://1367962225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpAxc1paAgix94BNLrez8%2Fuploads%2Fgit-blob-7d461f9b663db73aa47e39b597c29248d777b3f0%2Fimage%20(130)%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>
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{% step %}
After having Tier Assessment in your setting, **`Open Membership > VIP Tier > Set up`**

<figure><img src="https://1367962225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpAxc1paAgix94BNLrez8%2Fuploads%2Fgit-blob-54f5c643ce7a7fe3b05f08642f173883d61fe1cd%2Fimage%20(131)%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>
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{% step %}
**`Choose Assessment >`** Set up Tier Assessment by configuring:

* **Assessment Cycle**: Set how often (X months) the system reviews spending for tier retention.
* **Order Review Timeframe**: Define the period (Y months) to review orders for tier eligibility.
* **Spending Threshold**: Set the minimum spending (Z amount) needed to maintain a tier.

<figure><img src="https://1367962225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpAxc1paAgix94BNLrez8%2Fuploads%2Fgit-blob-cd05047a965b7ad1e9ce41c3b74a478c8e74f360%2Fimage%20(132)%20(4).png?alt=media" alt=""><figcaption></figcaption></figure>
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**Note:** The Tier Assessment feature is available only when VIP Tiers are based on Amount Spent. If VIP Tiers are set to Points Earned, this feature will be automatically disabled.
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### **Comparison Between Tier Assessment and Tier Demotion**

<table><thead><tr><th width="187"></th><th width="291">Tier assessment</th><th>Tier demotion</th></tr></thead><tbody><tr><td><strong>Purpose</strong></td><td>Automatically reviews customer spending over time to determine tier status, allowing merchants to fine-tune evaluations.</td><td>Focuses on downgrading inactive customers, offering a simple approach to basic tier management.</td></tr><tr><td><strong>Evaluation Criteria</strong></td><td>Uses three key variables—assessment cycle (X), review period (Y), and spending threshold (Z)—for strategic tier retention.</td><td>Sets a single period (X) for downgrades if customers fail to earn points.</td></tr><tr><td><strong>Customization and Flexibility</strong></td><td>Offers customization with options like review windows and spending conditions, ideal for tailored loyalty management.</td><td>Provides a simple, straightforward method ideal for basic tier management needs.</td></tr><tr><td><strong>Use Case</strong></td><td>Ideal for Shopify Plus merchants seeking a robust method to keep top spenders engaged through regular tier reassessments.</td><td>Perfect for merchants wanting a simple, time-based system that downgrades tiers for inactivity</td></tr><tr><td><strong>Outcome</strong></td><td>Maintains or demotes tiers based on a comprehensive view of the customer’s spending habits.</td><td>Primarily focuses on tier demotion due to inactivity or insufficient points within the set period.</td></tr></tbody></table>

#### Overall <a href="#conclusion" id="conclusion"></a>

The Tier Assessment feature helps automate the process of managing your VIP customers, ensuring that their tier is accurately adjusted based on their spending behavior. By setting the right assessment cycle, evaluation period, and spending criteria, you’ll maintain a high level of engagement in your loyalty program while ensuring fair tier placements.

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Curious how top brands achieve **98.5% MoM Sales Growth** with vip tier assessment

Discover how Joy helps brands like **Allbirds** turn one-time buyers into devoted fans. Book a demo to see our enterprise-grade features like automated tier assessment.

**👉**[**Book your demo**](https://joy.so/book-demo/)
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