How to set up Tiers and Rewards

• Enable tiers for all customers: Select this to give all customers access to tiers.

• Enable tiers for select customers (recommended during program setup): Select this option to limit tier access to only the customer emails you enter in the text box. This is useful during setup as a test mode to test the customer experience before going live.

• Disable tiers for all customers: Select this to disable tiers for all customers.

Enter one email per line.

The Tier duration timeline settings determine how long customers will qualify for a tier after meeting the eligibility requirements.

• Rolling year: Select this option to set tier status to expire exactly one year after activation. For example, if a customer enters a tier on June 28, 2023, they’ll be automatically downgraded on June 28, 2024.

• Customer lifetime: Select this option to make tier status permanent. Customers who qualify will keep their status indefinitely and won’t be downgraded.

• Calendar year: Select this option to have tier status expire on January 1 of the following year. For example, if a customer enters a tier at any point in 2024, their status will expire on January 1, 2025.

• None: Select this option to have tier status expire immediately when a customer no longer meets the eligibility criteria. For example, if a tier requires spending $200 in the past 90 days and a customer drops below that threshold, they’ll be downgraded the same day.

• Custom period: Select this option to set a custom rolling timeline for tier status, such as 6 months from the activation date. For example, if a customer qualifies for a tier on March 1st, their status would expire on September 1st unless they requalify. This is helpful if you want to reward recent activity while keeping customers consistently engaged throughout the year.

The default evaluation timeline for tier conditions setting determines how far back Skio looks into a customer’s history once loyalty tiers are enabled. You can also set an evaluation start date under each option if you want the timeline to begin from a specific point forward.

• Rolling year: Evaluates eligibility based on the past 12 months from today.

• Customer lifetime: Evaluates eligibility using the customer’s entire order history.

• Calendar year: Evaluates eligibility using data from the current calendar year (January 1 to today).

• Custom period: Evaluates eligibility based on a custom rolling timeframe you define.

• Contains products in orders: A customer qualifies if they’ve received a specific product (or set of products) a certain number of times across their order history. You can choose to apply this to all orders, subscription orders only, or one-time orders only. You can also set a quantity requirement and optionally filter by product variant.

• Order count: A customer becomes eligible when they reach a specific number of orders. You can choose whether to count one-time purchases, subscription orders, or both. You can also override the global timeline settings to apply a custom eligibility window for this tier.

• Customer spend: The customer qualifies if their total spend is equal to or greater than a specific dollar amount. You can choose whether to include one-time purchases, subscription orders, or both. You can also override the global timeline settings to set a custom eligibility window for this tier.

There are several reward types you can offer to customers.

• Free gift on subscription

• Free shipping

• Discount

• Exclusive content

• Earn order credits

• Credit bonus

• Earned credit multiplier

For each reward, you’ll see configurable options that determine when the reward should apply. The available options may vary depending on the reward type:

• Upon entering tier (only once per customer): This will apply as soon as they join the tier. The actual effect may occur on the next order, depending on the type of reward, but it will only trigger once. For order credits specifically, the reward is applied immediately to the order that caused the tier upgrade.

• On every order after joining tier

• On specific order number in tier

• Indefinitely upon entering tier