The Tiers menu in Headless Loyalty allows you to design a membership tier structure.
A. Tiers Page Overview
| No. | Feature Name | Description |
|---|---|---|
| 1 | Filter |
A filter for filtering the tiers data that has been created. In this case, you can filter data by Name, Reset Period, Downgrade Logic, Currency - ID, and Currency - Name and the data will be displayed in the table. |
| 2 | Create data | A button for adding new tier group data. |
| 3 | Name | A column that displays the name of the loyalty tier group. |
| 4 | Reset Period | A column that displays the time cycle for updating the tier status. |
| 5 | Downgrade Logic | A column that displays the level downgrade rules. |
| 6 | Currency | A column that displays the type of currency or loyalty points used as a reference for calculating progress toward increasing or decreasing the loyalty tier. |
| 7 | Row per page | Determines the number of data rows to display on one page (for example, 10, 20, 50, or 100 data entries), allowing you to adjust the display for convenient monitoring of the data list. |
| 8 | Jump to page |
A quick navigation feature that allows you to go directly to a specific page number without having to repeatedly click the |
B. How to Add Tiers Data
Log in to your Mekari Officeless account. Then select the “Configurations” menu.
Select the “Tiers” submenu.
You will be directed to the Tiers page. On this page, click “Create data”.
Then complete each available field. The explanation for each field is provided below.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Name | A field for setting the name of the loyalty tier group. |
| 2 | Currency | A field for setting the type of currency used as the basis for determining tiers (the displayed data is based on the data in the ‘Configurations - Currencies’ menu). |
| 3 | Reset Period |
A field for setting the time cycle for reviewing the tier status. |
| 4 | Downgrade Logic |
A field for setting the level downgrade mechanism.
|
| 5 | Reset Baseline Start Date | A field for setting the initial date used by the system as the start of the calculation of the tier status reset period. |
Once all the data has been entered, click “Create”.
The system will display the following notification pop-up, indicating that the data was successfully created.
The created data will then be displayed in the following Tiers table. Click the successfully added group data to add Tier Level data.
You will then be directed to the Tier Group section. This page has 2 (two) page tabs, as follows.
a. Tier Group: This tab is used to manage the loyalty group information data that was previously added (point 4).
b. Tier Level: This tab is used to arrange the tier hierarchy within the group.
c. Click the “Tier Level” tab, then click the “Add” button.Then complete each available field. The explanation for each field is provided below.
| No. | Feature Name | Description |
|---|---|---|
| 1 | Name | A field for setting the tier name. |
| 2 | Rank Order | A field for setting the tier order. Rank 1 is the lowest level. |
| 3 | Threshold Value | A field for setting the value threshold that must be reached to enter the tier. |
Once all the data has been entered, click “Create”.
The created data will then be displayed in the following Tier Level table.
C. How to Edit and Delete Tier Groups & Tier Levels
To edit tier group and tier level data, click one of the data entries that has been added.
You will then be directed to the Tier Group section. Edit the data on the following page. Make sure the entered data is correct, then click “Update”.
Click the Tier Level tab to edit tier level data. Click the data in the table.
Then edit the data on the following page. Make sure the entered data is correct, then click “Update”.
The system will display the following notification pop-up, indicating that the changes were successfully saved.
To delete Tier Group data, click one of the data entries that has been added.
Then click the “Delete” button.
The system will display a confirmation pop-up for deleting the data. Then click “Yes”.
The system will display the following notification pop-up, indicating that the data was successfully deleted.
To delete Tier Level data, click the “Tier Level” tab and click one of the data entries that has been added.
Then click the “Delete” button.
The system will display a confirmation pop-up for deleting the data. Then click “Yes”.
The system will display the following notification pop-up, indicating that the data was successfully deleted.