Tier Membership Processing

There are two ways that partners progress or move between Tiers:

• When they complete (or don’t complete) the activities of a Tier they are currently assigned.

  If the processing option Promotions and Demotions is active, a user can be demoted to a lower Tier if they don't complete the current one.

• When their Partner Group membership changes, and the new Partner Group has a different Tier Program assigned.

Tiers can be processed automatically. You also have the option of manually placing partners into specific Tiers. Partners can be promoted or demoted between Tiers.

Movement Options Processing Schedule Manually Move Partner to New Tier

You can restrict the types of movement that will be made when Tiers are processed. The options are Promotions Only or Promotions and Demotions. With the default setting Promotions Only, you can prevent partners from automatically being moved to a lower Tier when Tier membership is updated. We recommend this setting.

1. Navigate to Partner Management > Partners > Tier Programs.
2. Click on the Tier Program you want to edit.
3. In the left hand navigation bar, go to Configure > Details.
4. In Membership Processing > Tier Movement, select the type of movement you will permit.
5. Click Save.

You can set a Tier Program to be updated automatically, or require that you always update it manually.

During an automatic update, partners are moved into the highest Tier that they have qualified for. During any update, partners can be moved up, or down, multiple steps at a time.

1. Navigate to Partner Management > Partners > Tier Programs.
2. Click on the Tier Program you want to edit.
3. In the left hand navigation bar, go to Configure > Details.

4. Toggle Membership Processing > Process Tiers Automatically option to On or Off as required

   • On - The program will be updated automatically, at 12AM GMT daily.
   • Off - You have responsibility for updating Tier membership

   

5. Click Save.

6. The Details page also includes an option for you to invoke a one-off processing of Tier membership.

   Click Reprocess Membership.

   

You can place partners into their initial Tiers then move them between Tiers later, as required.

1. Navigate to Partner Management > Partners > Tier Programs.
2. Click on the Tier Program you want to edit.
3. In the left hand navigation bar, go to Partners > Membership. The page shows a tab for each Tier, with a list of partners that are currently on that Tier. You can see their progress against the Goals of the Tier.
4. Go to the tab for the Tier whose membership you want to update.
5. Check the box next to the partner(s) you want to move.

6. Click Move Partners to, then select the new Tier from the dropdown menu.