VIP Program
VIP programs, most-commonly called tier-based programs, are the most efficient way to increase your customers’ engagement and make them stay with your brand. You can have multiple tiers in a program, with each tier having its own benefits.
As customers move up the tiers, both benefits and eligibility should increase; encouraging them to strive for the highest tier and its top rewards. Here, you will find all the details required to build and manage a VIP program in Zoho Thrive.
Steps to build a VIP Program
Tier Configuration Settings
Before you create the tiers, you need to decide on the tier’s configuration. To do so,
Before you create the tiers, you need to decide on the tier’s configuration. To do so,
- Navigate to VIP.
- You will find the default configuration under the Tier Configuration section. If you don’t want to modify it, you can proceed with the tier creation. Otherwise:
- Click Edit and make the changes.
- Click Save
- Tier qualification based on - Set the criteria that determine how customers progress through your VIP tiers. You can choose to qualify them based on points earned and purchase value.
- Tier progress eligibility time frame - Overall time period your customers have in order to move up/stay in a VIP tier.
You will not be able to modify your tier program’s configuration once the program is live. If necessary, you will have to pause the program to make any changes. Read below for the steps to make any changes.
Tier Creation
After the tier configuration, you can start creating the tiers for your program.
Every program comes with a default listed base tier whose Points will stay non-editable as “0”. However, you’ll still be able to edit the other sections of the task. Once the program is taken live, all your customers will become a part of this base tier.- Under VIP Program, click + Add Tier
- In the pop-up, provide the following:
- Tier Label: The label with which your tier will be displayed to the customers inside the widget.
- Points Required: Total points required for your customers to become a part of this tier.
Total points denotes the overall points earned by the customer since the program is made live. It also includes the points deducted due to reward redemption or manual adjustments.
- Benefits - The perks your customer will receive while being in this tier. You can add multiple benefits by clicking the + button.
- Once the tier details are entered, click Add Tier.
This way, you can create multiple tiers with different Points Required for your program.
Task Addition
Adding tasks for your customers to complete is crucial to enable progress through the tiers. You can either simply add tasks from the reviews program the regular way, or allocate points-based tasks specifically for each tier by following the steps below.
- Tasks added to a specific tier will only be visible to customers who are part of that tier.
- Every task in a tier must be unique. No two tasks should have a similar configuration.
- The Become a Member task cannot be added to any tier.
- You can only add the tasks one by one for each tier. To avoid any confusion, we recommend you to go about one tier at a time.
To add point-based tasks:
- Navigate to Points then click + Add Task.
- Pick the first task that you want to add to the tier.
- Fill in the basic task details.
- In the VIP Tier section, select the tier to which you would like to add the task.
- Click Add Task.
Likewise, you can add the tasks for the other tiers. After all the planned tasks are added, you are set to go live. In order to enable the VIP Program, it is mandatory that the program chosen for task purpose must be enabled too. Based on the program choice made above:
- Enable the respective program’s toggle.
- Return to the VIP page.
- Enable the VIP toggle.
Updating a VIP program after it’s live:
Making changes to a VIP program comes with a few restrictions and steps to be followed. Whenever there’s a change made, the customer tier segregation will begin again based on the change made and the current status of your customer’s progress.
Making changes to a VIP program comes with a few restrictions and steps to be followed. Whenever there’s a change made, the customer tier segregation will begin again based on the change made and the current status of your customer’s progress.
Tier Configuration modification:
- Pause the VIP program by disabling the program’s toggle
- Make the changes by clicking Edit in the Tier Configuration section.
- Click Save.
VIP tiers modifications:
To modify your tier, you don’t have to pause the program. Simply:
- Click the Edit button visible on the tier that you want to modify.
- Update the tier.
- Click Add Tier.
Similarly, to delete a tier, click the Delete button visible on the tier that you want to delete.
When you delete a tier, all its associated tasks will be removed, and the customers who were a part of that tier will step down to the next tier. 
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