RateUp Documentation
Loyalty

Earning Rules & Tiers

How customers earn points, and the tiers they climb as they do.

Two things decide how generous your programme feels: the earning rate and the tiers. Both are configured here.

Earning rules and tiers

Tier-Based Earning Rates

Each tier has its own earning rate — how many points a customer gets per unit of spend.

Click Add Tier.

Enter a tier name — required.

Set the threshold: the points needed to reach it.

Set the earning rate for members at this tier.

Pick a colour so the tier is recognisable across the dashboard.

The first tier is the base tier — the starting point every new member joins at.

Designing tiers

GuidelineWhy
Three or four tiersEnough to motivate, few enough to remember
Reachable first upgradeThe first upgrade is what creates the habit
Meaningfully better rates higher upIf the top tier earns barely more, nobody chases it
Round, memorable thresholds500 points beats 473 points

Deleting a tier that members occupy offers Downgrade & Delete — those members move down. Expect complaints; announce it before you do it.


Additional Earning Rules

Beyond the base rate, additional rules give points for specific behaviour. Before you create any you will see "No additional rules yet" and a Create Your First Rule prompt.

Click Add Rule or Create Earning Rule.

Enter a rule name — required, and it is what appears on the customer's transaction history.

Choose the type.

Set the value, and any conditions such as the days of the week it applies to.

Save. Rules can be toggled Active / Inactive without deleting them.

Rule types

TypeEffect
MultiplierMultiplies the points earned — double points
Fixed Bonus PointsAdds a set number of points
Percentage BonusAdds a percentage on top

Day-of-week conditions

Rules can apply on chosen days — Monday through Sunday. This is how you build "double points on Tuesdays" to shift demand into your quiet periods.

Use additional rules to change behaviour, not to be generally generous. A permanent bonus is just a higher earning rate with extra steps; a Tuesday bonus actually moves footfall.


Getting the Rate Right

The earning rate and the reward costs together decide what a point is worth. Work backwards:

  1. Decide what a reward should cost the customer in spend
  2. Decide the reward's point cost
  3. Set the earning rate so those two line up

Changing the earning rate later revalues every point already issued. Model it before launch — this is the number you least want to change in public.


On this page