What is it for? With customer levels you can:
- Reward the most active users.
- Apply different multiplier factors for point accumulation based on the level.
- Set point limits by level.
- Automatically downgrade inactive users.
- Configure exclusive products for different customer levels.
How is it configured?
You can access this functionality from the left sidebar menu, in the Marketing – Levels section.
1. General settings
At the top of the screen, you will find the main options:
- Enabled levels: Activate or deactivate the customer levels system.
- Enabled downgrade: Activate or deactivate automatic level downgrading.
- How many days of inactivity to downgrade the customer level?: Indicate how many days of inactivity without purchases must pass for a customer to downgrade.
- How many levels can be lost?: Define how many levels a user can lose in case of inactivity.
Inactivity is measured based on the actions recorded in Omniwallet, such as purchases, use of points, or interactions according to the system configuration.
2. Configuration of each level
Levels are configured individually. In the example image, three levels are shown:
- Level 1: name of level 1
- Factor: multiplication factor of points when a customer of this level accumulates points.
- Point limit: maximum limit of points that a user can accumulate at this level. Upon exceeding this value, the customer moves to the next level.
- Icon: You can upload a custom icon that visually identifies this level.
You can delete a level with the trash icon located at the bottom of each block.
Remember that the order of the levels defines the progression: Level 1 is the starting level, and the following ones represent improvements in loyalty.
Best practices
- Define the factors based on the benefits you want to offer your best customers.
- Use clear and consistent icons with your branding.
- Combine this functionality with push notifications or automated campaigns to communicate level changes.