Configure Validity and Renewal Conditions
Configuring validity period
To configure validity period, perform the following steps:
- In Edit tier, enable Validity. Once this is enabled in any of the tiers, the validity options will get enabled for you in advanced settings.
![](https://files.readme.io/4903dd2-Screenshot_2024-05-13_232907.png)
- In Advanced settings, under "Validity", select Validity Period.
![](https://files.readme.io/1b8f044-Image_2_validity_period.png)
As you can see here, The Validity section provides three options.
- If you select:
- Until Tier upgrade or Fixed Duration, in the Fixed duration, enter the months after which the tier expires.
![](https://files.readme.io/292f0fd-Screenshot_2024-05-13_172958.png)
- Until next registration date of customer, check Add minimum duration box to set the minimum duration.
![](https://files.readme.io/1e92912-Screenshot_2024-05-13_174647.png)
Minimum Duration in case of Registration date
By setting a minimum duration, the tier stays valid for that minimum duration during the first cycle, the validity check will begin from the customer’s registration date every year.
- Until Fixed Date, in the Fixed date, you can set the date for which the tier expires.
![](https://files.readme.io/2c10118-Screenshot_2024-05-13_174345.png)
Minimum Duration in case of Fixed date
By setting a minimum duration, the tier stays valid for that minimum duration during the first cycle, and the validity check will begin from the fixed date every year.
Check tier expiry on a daily basis
Enabling this option allows you to validity check the renewal conditions and corresponding downgrades daily.
![](https://files.readme.io/7952116-Check_validity_on_daily_basis.png)
Note:
By default, the validity check of the renewal conditions and corresponding downgrades happens only on the last day of each month.
Configuring renewal conditions
To configure renewal conditions, perform the following steps:
- In Edit tier, enable the Renewal conditions.
![](https://files.readme.io/0b1af3a-Screenshot_2024-05-13_175922.png)
- In Renew current tier if any of the following conditions are true from, perform the following steps:
![](https://files.readme.io/7ce97dd-Screenshot_2024-05-13_180621.png)
- Enable Purchases and enter the purchase value.
![](https://files.readme.io/05f336d-Purchases.png)
- Enable No of visits and enter the number of visits that the customer has to make within the validity period of the tier.
![](https://files.readme.io/6e3edab-No_of_visits.png)
- Enable Points earned and enter the number of points that the customer needs to earn within the validity period.
![](https://files.readme.io/0e64480-Points_earned.png)
You can also add tracker as an renewal condition on selecting +Add tracker .
- Select "Done".
Tier renewal happens if any of the when conditions enabled are satisfied.
Configuring validity extension
To configure validity extension, perform the following steps:
These options are only available if you choose "Until Tier upgrade or Fixed Duration", as the validity period.
![](https://files.readme.io/a2c9a27-How_will_it_get_extended.png)
- In How will it get extended, select when to validate tier downgrade conditions.
Validity extension is the same for all tiers.
- Select Done.
- If you choose Till Next Registration Date of Customer
Tier will renew on the next registration date of the customer and will be valid till the next registration date (12 months).
- If you choose Until Fixed Date
The tier will renew on the selected fixed date and will be valid till the next fixed date.
Updated 3 months ago