Skip to content
CharmCharmCharm

VIP tiers

VIP tiers split customers into named cohorts they earn by their behavior. Each tier carries:

  • a point multiplier (e.g. Gold earns 2×),
  • perks: free or discounted shipping, member discounts, tier-exclusive rewards, members-only content, custom benefit cards, and one-time bonus points or gifts for reaching the tier,
  • a branded icon and an automated celebration (in-app bar + tier email + Klaviyo event).

Tiers are free and points-based — your most engaged customers move up automatically, no purchase required. They build directly on the points economy.

How customers qualify

Section titled “How customers qualify”

A tier can qualify customers on one criterion or several. Each tier picks from:

CriterionQualifies on
PointsPoints earned in the qualification window
Amount spentSpend in the window
Orders placedOrder count in the window
Successful referralsConverted referrals
Customer tagA Shopify customer tag you control (comma-separated = “any of these”)

When a tier uses more than one criterion, you choose how they combine (multi-criteria tier qualification):

  • All — the customer must meet every criterion (e.g. spent $500 and has the wholesale tag).
  • Any — meeting one is enough.

Simple points- or spend-only tiers keep working exactly as before — multi-criteria qualification is additive, so existing ladders need no migration.

Tier perks resolve through the same checkout discount Function as memberships, so a customer who is both a paying member and in a VIP tier gets no conflicts: the better of each perk applies: the higher discount, cashback rate and points multiplier, free shipping if either grants it, and perks like early access or custom benefit cards from both.

Tier achievement and downgrades are configurable (lifetime, annual review, or rolling inactivity), with reminder emails before a downgrade.

You can also move a customer to a tier by hand from their profile. Charm treats it as a real tier change: the new tier’s perks and one-time gifts apply, and the tier syncs to your connected tools. See change a customer’s tier by hand.

Section titled “Related how-tos”