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VIP tier entry methods

Configure VIP Tiers based on points, spend or orders placed. In this guide we explain how each works.

Written by Kris James

The entry method determines what activity counts toward moving customers through your VIP tiers. You choose one entry method for your entire VIP program and all tiers use the same method.


Amount spent ($)

Customers progress through tiers based on how much money they've spent at your store. Tier thresholds are set in your store's currency.

Example setup:

Tier

Threshold

Bronze

$0 (base tier)

Silver

$500

Gold

$2,000

Platinum

$5,000

A customer who has spent $2,100 would be in the Gold tier. A customer who has spent $450 would be in Bronze.

When progress updates: Immediately when an order is paid. Customers are promoted as soon as payment clears, they don't need to wait for the order to be fulfilled.

Best for: Most stores. Dollar spend is intuitive for customers and directly tied to revenue.


Number of orders

Customers progress based on how many orders they've placed, regardless of order value.

Example setup:

Tier

Threshold

Bronze

0 orders (base tier)

Silver

5 orders

Gold

15 orders

Platinum

30 orders

A customer who has placed 16 orders would be in Gold, even if their total spend is low.

When progress updates: Immediately when an order is paid.

Best for: Stores where order frequency matters more than order value — for example, consumables, food & drink, or subscription-style purchasing.


Points earned

Customers progress based on their total loyalty points earned (not their current balance — points that have been spent still count toward tier qualification).

Example setup:

Tier

Threshold

Bronze

0 points (base tier)

Silver

1,000 points

Gold

5,000 points

Platinum

15,000 points

A customer who has earned 6,200 lifetime points (even if they've redeemed 4,000 of them) would be in Gold.

When progress updates: When points are approved. If your earning rules have an approval delay (e.g., points are held pending for 14 days), the customer won't be promoted until the points are marked as approved. Earning rules with instant approval promote the customer immediately.

Best for: Stores that want tier progression to reflect overall engagement across all earning actions — purchases, social follows, referrals, birthdays, and more.


Advanced entry method criteria

This feature is available on the Growth plan

Most stores use a single entry method, but you can combine two entry methods with AND or OR logic for more control over who qualifies for each tier.

Open Entry Method → Advanced on the VIP tiers page, tick Enable advanced entry method criteria, pick a secondary entry method (must be different from your primary), and choose AND or OR.

AND Criteria

The AND criteria means both set criteria must be met to qualify. For example:

Primary: Amount spent ($). Secondary: Number of orders.

Tier

Spend

Orders

Bronze

$0 (base tier)

0

Silver

$500

3

Gold

$2,000

10

A customer with $2,500 spent but only 5 orders stays in Silver - they meet the Gold spend but not the Gold orders. They would need 10 orders too.

OR Criteria

The OR criteria means that meeting either criteria qualifies. For example:

Primary: Amount spent ($). Secondary: Number of orders.

Tier

Spend

Orders

Bronze

$0 (base tier)

0

Silver

$500

10

Gold

$2,000

20

A customer with 22 orders but only $1,200 spent reaches Gold on orders alone - OR lets either criteria carry the customer through.

Setting tier thresholds

When advanced criteria is active, the Add Tier and Edit Tier forms show an input for the secondary criterion alongside the primary one. Set both — leaving the secondary blank tells the system "no requirement for the secondary on this tier", which typically defeats the purpose of AND.

How storefront progress is shown

The VIP progress bar in your storefront widget and account sidebar handles compound criteria automatically:

  • Under AND, if a customer has met the primary but not the secondary, the bar pauses at 95% and the countdown text swaps to count down the secondary criterion (the actual blocker).

  • When both are still owed, a small "and X more orders" / "or 200 more points" badge appears below the bar so customers know what's left.

  • Under OR, the bar reflects whichever criterion the customer is closer to clearing.

Best for: Stores that want both engagement and value to matter. For example, requiring meaningful spend and a minimum number of orders before unlocking the top tier so revenue alone (one big order) doesn't qualify a one-time buyer.


Changing your entry method

You can switch your entry method at any time. When you save the change, a full recalculation is triggered - every customer is re-evaluated using the new metric.

This means:

  • Some customers may move up if they qualify under the new method

  • Some customers may move down if they no longer qualify

  • The recalculation begins after a 15-minute window, giving you time to cancel if needed

Choosing to change your entry method is a big change if you are deep into your VIP program. Be aware that it could cause customers to change tiers significantly based on your configuration. Double check your previous and desired configuration to get an idea as to how your customers will be impacted.

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