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Upgrading/Downgrading Members

Loyalty members are usually assigned to a category based on their sales. The more sales, the better their category and the more rewards to which they are entitled. The system is able to upgrade and downgrade members based on their activity. You define rules (using Member Upgrade Rules) to indicate the levels of activity required for one category to move to another. As part of these rules you will indicate the level required to move down a level, stay at the same level or upgrade to a new level.

Example

SILVER Earn 10000 points in last year to go up to GOLD.

SILVER Earn 5000 points in last year to stay as SILVER.

SILVER Earn 0 points in last year to go down to BRONZE.

The Upgrade Members function is used to actually perform the upgrade/downgrade process.

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