The admin
A tour of every page in the app.
Setup
Until you launch, the app opens on a checklist: decide whether past orders count, name your tiers, sync your customers, and add the Rewards page. Two optional steps follow, bring over existing rewards and connect your email. When the first four are done, press Launch at the bottom: reward codes start, and the rest of the app appears. Setup stays reachable afterwards. See Getting started.
Members
Everyone who has ordered this year, with their tier, spend, what's left to the next tier and to the next reward code, reward codes, and the tier they'll hold after the January review. Click a name for that customer's order count, join date and history. The CSV download includes both too.
Search by name or email, and filter by:
- Everyone, in the club, or not in the club
- A single tier
- Close to next tier, within an amount you choose, for any tier or one tier you pick
- Close to next reward, within an amount you choose
- Keeps their tier at year end, any drop at year end, moves down a tier, drops to a particular tier, or leaves the club
- Has a reward code, or rewards about to expire within a number of days
Download CSV exports exactly the rows on screen. A banner shows here while all customers are being updated, and in January while everyone is moved onto their new tier. To update all customers yourself, use Update all customers in Settings.
A customer's page
Click a customer's name to see their status this year (spend, what's left to the next tier and to the next reward code, and the day they joined), their tier history (the day they first reached each tier), and every reward code they've been given, split into available and past, with a copy button. Codes brought over from a previous program are marked Imported.
Change tier puts the customer in a higher tier by hand, for example a friend of the brand or an influencer. Pick the tier, how long it lasts (the end of this year, the end of next year, or until you remove it), and whether to welcome them: that sends the Tier reached event and gives the tier's reward code. They still move up by spending, and nothing lowers the tier before the date you picked. Remove puts them back on what their orders earn. On the Members list these customers are marked "set by you".
Give a code hands the customer a reward code without an order: pick a tier's spend reward, and for a dollar reward type the amount, say $20 for two $10 rewards at once. The code shows on their Rewards page straight away, fires the Reward code issued event like a code they earned, and is marked "Given by hand" on their page.
Note, beside the customer's page, is for your own notes on them: why you moved them up, a conversation, anything. Click the pencil to add or edit it. Only you see it, and it shows the date it was first added.
Analytics
A grid of numbers, each with a green or red change against a comparison period. It opens on Since launch: from the day you pressed Launch, compared with the same number of days before it, so history from before you started is only ever the baseline.
Pick any other period, a preset like this month or this year or your own dates, and compare it with the period before or with the same dates last year.
Download CSV saves everything on the page for the period you picked, with the comparison and the change beside each number.
Four numbers lead the page: members, sales from members, the club's share of all sales, and sales from reward codes (the total of orders that used a code, after the discount). The rest are grouped below them.
| Group | Numbers |
|---|---|
| Sales | Sales, orders, average order, members' average order and orders per member next to everyone else's, and customers who ordered twice or more. |
| Members | New members, customers who moved up a tier, and members per tier on the last day. |
| Reward codes | Codes redeemed and given out, orders that used a code, and the share of orders using a code. |
Below the grid: new members month by month (when the period covers more than one month), what would happen to each member's tier if the year ended today (each count links to those customers on the Members page) with a table of past reviews, and how long the climb takes: the typical, fastest and slowest time to reach each tier, to move up one, and to go from zero to the top. That last table is all-time, so it doesn't follow the period filter. Useful for knowing whether someone who's been Bronze for three months is on track or stalled.
Membership is judged as it was at the time: an order counts as club sales only if the customer already held a tier when they placed it, and "members last September" is what was true then, not now.
Birthdays
How many customers have given their birthday month, and how many fall in this month. Members give it on your Rewards page once you turn on Ask members for their birthday month in the Rewards page block.
Gift is the product that goes on each birthday order, at no charge, chosen with Shopify's product picker. It keeps its own SKU and weight, and Shopify counts it out of stock as gifts are sent. If the gift isn't something you sell, create a product for it, for example "Birthday gift", and leave it off your online store. The first time you choose a product, Shopify asks you to let TierWise see your products.
This month's birthdays lists every member whose birthday month it is and who hasn't had a birthday gift this year. Untick anyone to skip them, then press Create birthday orders. Each member gets a free order for the gift product, sent to their default address in Shopify and tagged tierwise-birthday-gift, so it reaches your shipping app with your other orders. The order carries no email, so the customer gets no order or shipping confirmation: it is a gift, not a purchase. It also doesn't show on their customer profile. A member with no address in Shopify is marked No address and unticked; add one on their profile and create the order again. Switch on Create birthday orders automatically under the gift and the orders are created once a day for everyone due that month, so a member who gives their month mid-month gets theirs the next day. Pick the hour with Create them at, in your store's timezone; the orders are created within 15 minutes of it. The page shows the last run and what went out. Off, you press the button yourself. Each member gets one birthday gift per calendar year, even if they change their month. These orders don't count as purchases: they add nothing to anyone's spend, tier or your analytics.
Import birthday months brings in the birthdays you already have, from Klaviyo or anywhere else. Export them as a CSV file with an email and a birthday column and upload it. Before anything is saved you see how the first rows were read, which columns were used, and how many rows match a customer. If the file has dates like 05/10, choose whether that means May 10 or 5 October. Only the month is kept, the file isn't stored, and a month a customer already gave is never replaced. Rows whose email matches no customer on your store are skipped.
Campaigns
Give every member, or every member of one tier, a code at once: a summer sale, a thank-you, a season opener. Name it, pick the reward, how many days the codes last or never, and who gets one; the page shows how many members that is. Save, then Send one to a customer's email to see the code on their Rewards page and the email your tool sends, then Create codes for everyone. Each member gets their own single-use code within minutes; the Campaign code issued event goes out per member, and with Klaviyo connected the code is also on each profile. Members who already have the campaign's code are skipped, so pressing again is safe. The table shows each campaign's codes issued and used and the day it was sent. See Campaign codes.
Integrations
Connect Klaviyo takes a Klaviyo private API key, and from then on every event and each customer's progress go to Klaviyo. Send test events fires every event once for a customer you choose. See Klaviyo and Shopify Flow.
Settings
- Tiers: names, spend thresholds, order-count paths and rewards, whether shipping and tax count as spend, plus a colour for each tier's label in the app (only you see it).
- Reward codes: the spend that earns a code, what each tier gets for it, whether one order's dollar codes are combined into one, whether progress toward the next code carries into the new year, when codes expire, how many days before expiry to send a reminder, and what codes can be used on.
- Rewards from before TierWise: Import existing rewards, once your customers are synced. See Bringing over existing rewards.
Saving updates the Rewards page immediately. Five changes also need every customer's tags and fields rewritten: a tier's name, its spend amount, its order-count path, the shipping-and-tax rule, and the spend that earns a reward code. After one of those, click Update all customers; a banner reminds you on every page until it has run. It is the same job as the first sync: it can take a while on a big store, picks up where it left off if interrupted, and never issues codes or sends events.