You can change a member’s tier manually from the loyalty program member list view or record page. These changes happen in real-time mode.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled. |
- In the Loyalty Programs tab, select your loyalty program.
- On the Setup tab, click Loyalty Program Members.
- Select a loyalty program member, and click Change member tier.
- Select a tier group that the member belongs to.
- Select a new tier.
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Select the reason for changing the member’s tier.
Note The default change reasons are Resolve Tier Conflict, VIP Member, and Based on Past Activities or Tier. However, you can add new values to the change reason. - Enter any comments associated with this particular change to a member's tier.
- Click Change.