Customer Club Calculate And Update Tier For Member
Calculate and update the loyalty tier for a customer club member.
Overview
The Customer Club Calculate And Update Tier For Member step calculates the appropriate loyalty tier for a customer based on their activity and updates their membership level accordingly.
Identifier
| Property | Value |
|---|---|
| Key | CustomerClubCalculateAndUpateTierForMember |
| Group | Customers |
| Applicable Statuses | New |
Configuration Properties
This step has no configurable properties.
Behavior
What It Does
- Skips execution in test mode
- Retrieves the customer's club membership and activity history
- Evaluates customer's activity against tier thresholds
- Updates customer's tier level if qualified for upgrade/downgrade
- Returns result invisibly (no UI notification)
Prerequisites
- Customer must be a club member
- Loyalty tiers must be configured with qualification criteria
Side Effects
- Customer's tier level may be updated
- Tier-related benefits may change
Business Cases
When to Use
- Tier progression: Upgrade customers when they qualify for higher tiers
- New order evaluation: Check tier status when new orders are placed
- Benefit unlocking: Automatically apply tier benefits to orders
Example Scenarios
Scenario 1: Tier Upgrade Customer's order pushes them over Silver tier threshold. Tier updated to Silver.
Scenario 2: No Change Customer activity doesn't qualify for tier change. No update made.
Scenario 3: Non-Member Customer is not a club member. No tier calculation performed.
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Test mode | Success (skipped) | Yes |
| Tier updated | Success | Yes |
| No tier change | Success | Yes |
| Non-member | Success | Yes |
Related Steps
- Customer Club Calculate New Points On Hold - Calculate loyalty points
- Get or Create Customer From Order - Create/update customer records