Automated members loyalty
The automated members loyalty program upgrades customers to higher membership tiers when they reach a spend threshold, or places them automatically into a starting tier when they join. When a customer qualifies for a level, they receive an email and optional SMS notification automatically.
Currently, the system tracks online orders only. Phone and in-store order tracking is coming soon.
What you can do here
- Set up membership levels with a minimum spend required to reach each one
- Mark a level as the standard on joining, so every new customer is automatically added to it and gets the discount if enabled
- Add discounts, promo codes, and personalised messages to each level
- Send automatic email and SMS notifications when a customer reaches a new level
Step by step
- Go to Customers > Marketing > Members Loyalty Levels.
- Click on an existing member level to open its settings.
- If this level should be given to every new customer automatically, turn on standard on joining. Otherwise, set the minimum total spend required to reach that level.
- Make sure spend thresholds increase progressively across levels (for example, Gold must be higher than Silver).
- Enter an email subject line and message body.
- Optionally, enable SMS and write the text notification.
- Save your settings and repeat for each tier.
For example, you might set up:
- Bronze standard on joining, assigned automatically when a customer joins
- Silver after spending more than $500 in total
- Gold after spending more than $1,000 in total
Tips
- For each level, you can include a discount percentage or fixed amount off future orders, a one-time promotional code, a personalised thank-you message, and notification by email, SMS, or both
- A good level-up email includes three things: acknowledgement of the customer`s new membership status, a thank-you for their continued support, and an incentive to keep shopping, such as a discount code or a product highlight
- Important: Always include email content. If the email subject or body is blank, the message may confuse customers or be flagged as spam
Ask the assistant
You can also ask the assistant to help you set up or review your loyalty levels. Try requests like:
- "Set up Bronze as the standard level customers get when they join"
- "Create a Silver level for customers who spend over $500"
- "Write a level-up email for our Gold tier with a 10% discount code"
- "Check whether any of my loyalty levels are missing email content"