Manage levels

Use Levels when you want to define the tiers used by a points-based loyalty programme. Levels are managed separately from the wallet itself, but they are designed to work with points wallets and the rules that move customers between levels.

Expected result

• You can review the current levels and their summary information.
• You can add a new level or update an existing level.
• Each level has the name, description, rule behaviour, and signup setting you choose.

Manage levels in Console

1. Open Levels.
2. Review the existing level cards. For each level, you can see details such as Joined level in period, Total in level now, Can be set by rules, and Set level at sign up.
3. Click Add a new level to create a level.
4. In Add a new level, enter Level name.
5. Add a Description.
6. Turn on Allow level to be set by rules when the level should be assigned automatically through loyalty rules.
7. If the level can be set by rules, enter a Priority order value when you need to compare it against other levels.
8. Turn on Set level on signup if new customers should start at this level.

9. Click Save.
10. To edit an existing level, open the actions menu on the level card, click Edit level, update the settings, then click Save.

If something looks different

• If Add a new level is not available, check that a base loyalty programme is configured in your account.
• If Priority order value is hidden, first turn on Allow level to be set by rules.
• If you need customers to move between levels automatically, make sure the related points wallet rules are configured after the level is created.