How to Create Tiers in Ostana

Tiered loyalty programs allow you to reward your most engaged customers with exclusive perks, bonus points, and status-based incentives. With Ostana, you can create customized tiers to motivate repeat visits and higher spending.

Follow the guide below to set up your tier structure from start to finish.

✅ Step-by-Step: Creating Tiers

🔐 Step 1: Log in to Your Ostana Dashboard

• Head to https://portal.ostana.io

• Log in using your business admin credentials.

🎯 Step 2: Go to the Tiers Section

• From the left-hand navigation menu, click “Tiers”.

• This will open the tier management screen.

➕ Step 3: Click “Create Tier”

• Click the Create Tier button on the top-right of the screen.

🧱 Step 4: Define Your Tier

1. Name Your Tier
   Examples: Bronze, Silver, Gold, VIP, or unique names like Insider, Legends.

2. Enter a Description
   Short explanation about what this tier includes and how to qualify.

🎯 Step 5: Set Qualification Rules

1. Choose Entry Criteria

   • ✅ Points Earned: Set a required point threshold.

   • 💸 Spend Amount: Set a dollar-based target (e.g., $500 spent).

   • 🔁 Visit Frequency: Define a minimum number of visits within a time period.

🔄 Step 6: Define Tier Rules (Reset Logic)

After creating your tier levels, Ostana will prompt you to set the Reset Behavior and Grace Period.

🔁 Reset Trigger Options

This defines when the countdown to a reset starts:

• Tier Activation (default): Countdown begins when the customer enters the tier.

• Tier Upgrade: Resets when a customer gets upgraded.

• Specific Month: Choose a calendar month (e.g., January 1st each year).

🕒 Reset Period

Choose how long the customer has to keep their tier before being re-evaluated:

• 1 year

• 1.5 years

• 2 years

• 2.5 years

• 3 years

⏳ Grace Period (Optional)

Allows members additional time after their reset date to still meet tier requirements.

Examples:

• No Grace Period (default)

• 6 Months

• 1 Year

• 2 Years

💡 This is great for customers who may have dropped off temporarily but are likely to return.

📤 Step 8: Save & Activate

• Click Create & Publish

• Your tiers will be active and customers will be automatically sorted based on the rules you've defined.

🎉 Tier Created!

You can now:

• Monitor tier performance

• Adjust rules or perks as your loyalty program grows

🧠 Example Tier Structure

🛠 Tips for Success

• 🎯 Keep it simple – Start with 2 to 4 tiers max.

• 📈 Make tiers aspirational – Offer desirable perks that motivate upgrades.

• 🔁 Review monthly – Adjust criteria or perks as needed.

🔍 Frequently Asked Questions (FAQ)

Q: Can I manually move a customer to a tier?
Yes! Go to their Member Profile, click the three-dot menu, and select Update Tier Level.

Q: Can tiers expire or reset?
Yes — via the reset period and grace period options you just set.

Q: Can I notify customers when they’re promoted?
Absolutely — use Tier Promotion Campaigns in the Campaigns tab to auto-message users when they level up.