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Nudge customers who are close to the next tier

A customer who is nearly at the next tier is the easiest customer to bring back. Charm can send them a nudge — as its own email, or as a Shopify Flow trigger you route to SMS or your marketing tool.

Steps

Section titled “Steps”
  1. Go to Emails and open Approaching next tier (under the VIP group).
  2. Turn it on — it ships switched off.
  3. Edit the subject, heading, body and button text per language, then Save.

The email quotes what’s left in the customer’s own language and currency, e.g. “You’re only 400 points away from Gold”.

When it fires

Section titled “When it fires”
  • when the customer crosses 90% of the way to the next tier;
  • once per tier — the marker resets whenever the customer’s tier changes, so the same customer can be nudged again on the next rung;
  • only on tiers that qualify by points or spend. Ladders that qualify by orders, referrals or a customer tag are skipped;
  • during normal tier evaluation (earning, redeeming, opening the Loyalty Hub), so there’s no nightly job and no delay.

Send it somewhere else instead

Section titled “Send it somewhere else instead”

The same moment fires the VIP tier approaching Shopify Flow trigger, which carries the next tier’s name, ID and handle, the remaining gap as ready-to-send text, and the current tier ID — enough to build an SMS or a push without touching Charm’s own email. With Klaviyo connected it also lands as the Charm VIP Tier Approaching metric.

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