Bulk Add Customers to Tier

Bulk Actions allows you to add multiple customers to a tier at once by uploading a CSV file. This is useful when you need to migrate existing customers to a new tier, upgrade a group of customers, or manually enroll customers in bulk.

Overview

The Bulk Add Customers to Tier feature enables you to:

• Assign multiple customers to a specific tier simultaneously

• Migrate customers from one tier to another in bulk

• Enroll existing customers into a tier without individual processing

Important Note

• This action only changes the customer's tier assignment

• It does not create new members - customers must already exist in your Inveterate member database

• Billing and subscription contracts are not automatically updated

How to Add Customers to a Tier in Bulk

Step 1: Prepare Your CSV File

Create a CSV file with the following required columns:

• email - The customer's email address (must match existing member records)

Example CSV Format:

email [email protected] [email protected] [email protected] Important Guidelines:

• The first row must be the header row with "email"

• Each subsequent row should contain one customer email

• Email addresses must match existing Inveterate member records

• Customers who don't exist in your member database will be skipped

Step 2: Access Bulk Actions

1. Log in to your Inveterate merchant dashboard

2. Navigate to Settings in the left sidebar

3. Click on Bulk Actions

Step 3: Select Action Type

1. In the "Action Type" dropdown, select Add customers to tier

2. The interface will display options specific to this action

Step 4: Select Target Tier

1. In the "Select Tier" dropdown, choose the tier you want to assign customers to

2. This can be any active tier in your program (Paid, Free, or Spend-Based)

Step 5: Upload Your CSV File

1. Click Choose File or drag and drop your CSV file into the upload area

2. Ensure your file follows the format specified in Step 1

3. Click Submit to start the bulk action

Step 6: Monitor Progress

• The system will process your CSV file and begin adding customers to the selected tier

• You can view the progress and status of your bulk action in the Bulk Actions list

• Once complete, you'll see a status update indicating how many customers were successfully updated

Use Cases

Tier Migration

Moving existing customers from a legacy tier to a new tier structure.

Example: You're redesigning your tier structure and want to move all "Silver" tier members to your new "Premium" tier.

Manual Enrollment

Adding customers to a tier when they weren't automatically enrolled through normal purchase flows.

Example: You've partnered with another brand and want to give their customer list VIP status in your program.

Tier Upgrade

Promoting a specific group of customers to a higher tier.

Example: Rewarding your top 100 customers by moving them from your "Gold" tier to "Platinum" tier.

What This Action Does

✅ Does:

• Changes the customer's active tier assignment

• Updates tier status in your member database

• Makes customers eligible for benefits of the new tier

❌ Does Not:

• Create new member records (customers must already exist)

• Update or create Shopify subscription contracts

• Process billing or charges

• Apply retroactive benefits

• Send notification emails (configured separately in your tier settings)

Important Considerations

Existing Members Only

This bulk action only works for customers who are already in your Inveterate member database. If you need to import new members, use the member import feature instead or contact support for assistance.

Subscription Contracts

If you're moving customers between paid tiers, this action does not automatically update their Shopify subscription contracts. Their subscription will remain at the previous tier's price until the next billing cycle or manual update.

Benefits Application

Customers will become eligible for benefits of the new tier immediately after the bulk action completes. However:

• One-time benefits (like signup credits) will not be re-applied

• Recurring benefits (like monthly credits) will apply at the next scheduled time

• Active discounts from the previous tier may still be valid

Troubleshooting

Customers Not Updated

Issue: Some customers weren't added to the tier after upload.

Possible Causes:

• Email addresses don't match existing member records

• CSV file formatting is incorrect

• Customers are in a cancelled or inactive status

Solution:

• Double-check email addresses against your member list

• Export your current member list to verify exact email formatting

• Ensure CSV follows the required format

• Contact support if you need help identifying why specific customers failed

CSV File Rejected

Issue: The system rejects your CSV file during upload.

Possible Causes:

• Missing or incorrect header row

• File is not in CSV format

• File contains special characters or encoding issues

Solution:

• Verify the first row contains "email" as the header

• Save your file as CSV format (not Excel or other formats)

• Remove any special characters and ensure UTF-8 encoding

Best Practices

1. Test First: Start with a small test file (5-10 customers) before running large bulk operations

2. Backup Data: Export your current member list before performing bulk tier changes

3. Verify Emails: Cross-reference your CSV emails with your member export to ensure accuracy

4. Document Changes: Keep a record of which customers were moved and when

5. Communicate: If changing tiers affects benefits or pricing, notify affected customers in advance