Excluding Tiers from Spend-Based Transitions

You can exclude specific tiers from your Spend-Based Tiers (SBT) logic. This allows you to keep certain tiers independent from automatic tier transitions based on customer spending.

This is useful for maintaining control over special tiers that should not be affected by spend thresholds.

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When to Use This Feature

You may want to exclude tiers in the following scenarios:

Private or VIP Tiers

If you have invite-only, VIP, or employee tiers, you may not want members automatically moved out of these tiers based on spend.

Preventing Unintended Downgrades

If a Spend-Based Tier has a higher threshold than a paid tier, you may want to prevent customers from being prompted to move into a different tier that does not align with their current membership.

Maintaining Control Over Tier Movement

Excluding tiers ensures that only the tiers you intend are included in automatic spend-based transitions.

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How to Exclude a Tier

Step 1: Navigate to Tiers

Go to Membership Program → Tiers in your Inveterate dashboard.

Step 2: Open Tier Settings

• Locate the tier you want to exclude

• Click the three-dot menu (⋮) on the tier card

• Select Settings

Step 3: Enable Exclusion

• Find the Exclude from spend-based transitions toggle

• Turn the toggle on

• Save your changes

Note: This setting is only available for tiers that support spend-based transition exclusion.

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What Happens When a Tier is Excluded

When a tier is excluded from spend-based transitions:

• Members in that tier will not be automatically moved based on spend thresholds

• The tier operates independently from Spend-Based Tiers logic

• You can still manually move members between tiers

• The tier will display an “Excluded from spend-based transitions” label in the tier list