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Tier milestones: rewards on the way to the next tier

A milestone is a point between two tiers where a contact gets something: a voucher, points, or an email. It gives contacts a reason to keep going before they reach the next tier.

For example, in a Silver tier that starts at 1,000 points with Gold at 3,000, you can add a milestone at 2,000 that sends a “Halfway to Gold” email.

Tier milestones is in beta.

Switch on tier milestones

  1. Click the gear icon at the top right of the dashboard to open Settings, then click General under Account.
  2. In the Features section, enable Tier milestones under Loyalty, and confirm with Enable.

Milestones only appears on a tier that counts a value, like points or purchase amount, and that has a next tier above it. So your highest tier, and tiers you assign by contact type, have no milestones.

Add a milestone

  1. Go to Loyalty → Tiers and open a tier.
  2. Open Milestones and click Add milestone.
  3. Fill in the Milestone value. It has to sit between this tier's entry criteria and the next tier's.
  4. Add a Description. Contacts can see it.
  5. Under Award, choose the Type:
    • Voucher: pick a promotion. The contact gets a new voucher, or choose Use an existing, unlinked voucher to hand out one you already have.
    • Points transaction: fill in Points, the number of points the contact gets.
    • Email: pick a milestone email, or choose Create email to start one from the premade milestone email.
  6. Click Submit.

Adding a milestone at a value that already has one gives it an extra award, so one milestone can hand out both a voucher and points.

An award that's missing something, like a promotion or an email, shows as Incomplete and hands nothing out until you finish it.

Tell the contact about a voucher or points

A voucher or points award doesn't send an email by itself. To add one:

  1. Open the milestone and click Edit.
  2. Under Marketing, switch on Send an email.
  3. Pick the email and click Save changes.

Milestone emails

A new milestone email starts from a premade email that already shows the contact's progress: their value, how far they are from the next tier, and its name. Change the text and design in the email editor, like any other system email.

You can make as many as you like, one per milestone or one shared by several. You find them in the milestone's own email field: pick one and click Edit email to open it in the editor, or click Create email to add a new one.

A milestone email goes out on your marketing subscription type, so contacts who unsubscribed from marketing emails don't get it. To change that, open the email, go to its Information tab and pick another Subscription type.

Activate a milestone

New milestones start inactive. To switch one on, open it and go to Actions → Activate. This switches on every award the milestone has at once. Activate stays greyed out while all of its awards are Incomplete.

A milestone only rewards contacts who reach its value from now on. Contacts who are already past it when you activate it are skipped and won't receive it. The Activate milestone dialog shows how many under Contacts skipped.

Activating runs in the background, so the milestone can show as inactive for a moment.

To stop a milestone, go to Actions → Deactivate. Contacts who pass the value while it's off don't receive it, and they're skipped when you activate it again.

Who gets it, and when

  • A contact gets the award when they pass the value while they're in that tier, shortly after the purchase or points that take them past it
  • Each contact gets each award once, even if their value drops and they pass it again
  • A contact who jumps past several milestones at once gets all of them
  • Milestones apply to tiers contacts reach by a value, like points or purchase amount, not to tiers you assign by contact type
  • A points award counts towards the contact's points limit, and it's booked on your account's first business profile

See who received it

Recipients on a milestone lists every contact who reached it, their value at the time, and whether the award was Granted or Skipped. Filter by contact or status to check someone specific. The card only appears once there's at least one contact in it.

A contact is skipped when:

  • they were already past it when the award was switched on
  • the award wasn't finished
  • they're not subscribed to the email, or have no usable email address
  • the email could not be sent
  • they had reached their points limit
  • the promotion had no voucher left to hand out

For a voucher or points award, the contact still gets the award if its email can't be sent.

Milestone details in the email

You can use these tags in the email:

  • {{milestone.value}}: the milestone value
  • {{milestone.label}}: also the milestone value, the same as {{milestone.value}}
  • {{milestone.description}}: the description you gave the milestone
  • {{tier.name}}: the contact's tier
  • {{tier.next_name}}: the next tier
  • {{tier.metric_label}}: what the tier counts, like loyalty points
  • {{tier.metric_value}}: the contact's value when they reached the milestone
  • {{tier.metric_remaining}}: how far they still are from the next tier

For a voucher award, the voucher's own tags work too, like {{voucher.code}} and {{voucher.expiration_date}}.

Delete a milestone

Go to Actions → Delete milestone. This also removes its recipients list, and it can't be undone.

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