Creating an Action-Based VIP Tier

You can automatically grant certain customers a special VIP tier status after they complete an action of your choice.

In this article, we will show you how to set up an action-based VIP tier by using an example action of automatically inserting product subscribers into VIP tiers and removing them once the subscription is complete.

How it works

In our action example, when a customer creates a subscription, Yotpo receives a trigger that allows marking the action as completed and automatically gives the customer a VIP tier status for completing the subscription action. This can be implemented for any action of your choosing.

There are 3 main steps to creating your Yotpo action-based VIP tier:

1. Send Yotpo information about a completed action - Set up an action that can be completed by the customer and make sure to send us an API call saying the action has been completed.
2. Create a VIP Action Based earning rule - Create an earning rule that requires the chosen action to be completed by a customer to receive a reward.
3. Add a new VIP tier - Add a VIP tier to your VIP tier program and set up the specific benefits the customer will receive for completing the action.

Sending Yotpo an ‘action completed’ API call

The completed action API call needs to be sent to Yotpo once the customer has completed the relevant action.

In this example, we will set up a tier for customers who purchased a subscription:

Use the Record a Customer Action endpoint with the following parameters:

• type: EnterHighestTier
• customer_email
• customer_id (optional) - As it appears in your eCommerce platforms
• action_name: EnterHighestTier static
• History_title (optional) - Enter if you want to override what you have set in the earning rule. This is what the customer will see in the rewards history section of the rewards page/my activity module when they enter the tier. In this case, the action can be “Made a subscription”.

After you’ve established the API call that sends information to Yotpo, you can set up the earning rule and reward.

Creating an earning rule

Start by creating an earning rule for the action:

1. In the Yotpo Loyalty & Referrals main menu, go to Set Up Program > Rewards Program.
2. Click +Create earning rule and choose VIP Action Based.
3. Under Advanced settings, you can choose to limit this earning rule to a specific audience or exclude certain audiences from participating.
4. Give your earning rule a name that reflects the action the customer needs to complete, for example, “Purchase a monthly subscription”.
5. Click Save.

After the earning rule is created, you can continue creating and setting up a VIP tier.

Adding a VIP tier

Now you can create the VIP tier and choose the tier rewards:

1. Go to Set Up Program > VIP Tiers Program.
2. Click +Add New Tier.
3. Click +Add Threshold > Campaign Completed and choose the newly created earning rule.
   
   
4. Choose the reward the customers will receive once they complete the action and earn this new VIP tier status.
5. Click Apply to Tiers to finish the tier setup.

Removing a customer from the action-based VIP tier

Following our subscription example, you can use the Remove a Customer from an Action-Based VIP Tier API endpoint to remove a customer from the VIP tier once their subscription is over. The customer will then automatically enter the VIP tier that is relevant to them according to your VIP tier program setup.

If the customer is not removed from the action-based tier after the subscription ends, they will remain in the tier for as long as you have set in the tier settings. If, for example, you set the tier to “Rolling year”, the customer will remain there until 12 months have passed since they were added to the tier.

Next steps

You can see how your VIP tiers are performing by going to the VIP Tiers Performance dashboard.

To learn more about the dashboard, go to the VIP Tiers Dashboard article.