Hub/Automation/Build Loyalty Tier Automation
Task IntentAutomation

Build Loyalty Tier Automation

Automate customer loyalty tier upgrades, downgrades, and reward distribution based on spending thresholds and engagement.

What This Sidekick Query Does

Automate customer loyalty tier upgrades, downgrades, and reward distribution based on spending thresholds and engagement.

Prompts

Copy, adapt, and run this directly in Shopify Sidekick.

Create automated loyalty tier management for my Shopify store:

Tier Structure:

  Bronze: $0-$199 total spend → tag “loyalty-bronze”
  Silver: $200-$499 total spend → tag “loyalty-silver”
  Gold: $500-$999 total spend → tag “loyalty-gold”
  Platinum: $1000+ total spend → tag “loyalty-platinum”


Automated Tier Upgrade Flow:
Trigger: Order paid

  Calculate customer’s total spend (all-time)
  Check current tier tag
  If total spend crosses tier threshold:
    
      Remove old tier tag
      Add new tier tag
      Send congratulations email with new perks
      Apply tier-specific discount code
      Add internal note
    
  


Tier-Specific Perks (auto-applied):

  Silver: Automatic 5% discount on all orders
  Gold: Automatic 10% discount + free shipping
  Platinum: Automatic 15% discount + free shipping + early access


Tier Maintenance:

  Re-evaluate tiers quarterly
  If no purchase in 6 months, downgrade one tier
  Send warning email 30 days before potential downgrade
  “Spend $[X] more to keep your [Tier] status!”


Automated Emails:

  Welcome to [Tier] — here are your new perks
  You’re $[X] away from [Next Tier]!
  Tier maintenance warning
  Tier downgrade notification


Create as Shopify Flow workflows with exact conditions and actions.

Expected Output

Automate customer loyalty tier upgrades, downgrades, and reward distribution based on spending thresholds and engagement.

Tips to Improve Results

Copy the prompt above
Open Shopify Sidekick in your Shopify admin
Paste the prompt and replace the bracketed placeholders with your details
Review Sidekick's response and apply the suggestions