Tiers

Tiers assign members or companies to named levels (for example, Bronze, Silver, Gold) when their performance data meets rules you define. Each tier links to a Data Bucket, uses bucket total results (aggregated per participant), and can show an icon on the member site and on member profiles.

Use tiers for progression-style recognition (for example, “Gold” when Percentage ≥ 100%). A default tier catches everyone who does not qualify for any other tier in that participant type.

For bucket setup and saving results, see Data Buckets—this guide focuses on the Tiers app.

Overview

From Apps → Tiers you can:

• Create and edit tiers in a single list (dialog-based—no separate detail page)
• Link each tier to a Data Bucket (member or company type must match)
• Build eligibility rules with IF / ELSE IF-style formula blocks (conditions on Target, Actual, Difference, Percentage, and point columns)
• Preview who qualifies on the Eligibility tab
• Upload tier icons from the gallery or your uploads
• Set a default tier per participant type (Member or Company)

Tier dialog tabs

Where to find it

• Route: /tiers/{programId}
• Side navigation: Apps → Tiers

Qualified tiers also appear on Members → Members (member profile dialog) and in the Tier section of the Menu Bar component when configured in Design Studio.

Prerequisites

• An open program with program administrator access
• Editor role (or higher) — required to create, edit, and delete tiers
• For rule-based tiers:
  • An Active Data Bucket with the same participant type (Member or Company) as the tier
  • Bucket total results saved at least once (Save Data Bucket after targets, data imports, and any Target Points Rules)
  • Members or Companies on file with Data Keys matching bucket rows
• For the member site, configure tier display in the Menu Bar component in Design Studio (optional)

Tiers list

The list is a searchable table:

Click new to create a tier, or click the tier name to edit.

Step-by-step

Create a tier

1. Open Apps → Tiers → new.
2. On Settings, enter Tier Name.
3. Choose Applies to — Member or Company.
4. Choose Select data bucket — only buckets with the same participant type appear. Skip this for a default-only tier (see Default tier).
5. Optionally add an icon — hover the image area and use Gallery, Upload, or clear the image.
6. Add one or more Rules (see below) if the tier is not a default catch-all.
7. Click Save at the bottom of the dialog.

Tier names must be unique.

Build eligibility rules (Settings tab)

Rule-based tiers need a linked data bucket before you can add formulas (add formula is disabled until a bucket is selected).

Each Rules card is one formula block. Blocks are shown with ELSE between them in the UI; at runtime a participant qualifies for the tier if any block’s conditions evaluate to true (same pattern as Awards when multiple blocks exist).

Inside a rule block

1. Click Add Condition to add comparisons.
2. For each condition, set:
   • Left operand — metrics available from the linked bucket’s visible columns (for example Target, Actual, Difference, Percentage, Target Points, Claim Points, Quiz Points, Total Points)
   • Operator — =, >=, >, <=, <
   • Right operand — another metric or Number (enter a value when Number is selected)
3. Chain conditions with And / Or between rows.
4. Use Save on the rule card (or the main Save at the bottom) to persist the tier.

You can add multiple formula blocks with add formula, or remove a block with the delete control on the card.

Preview eligibility (Eligibility tab)

1. Open a tier and switch to Eligibility.
2. The table loads participants from the linked bucket’s total results (one aggregated row per member or company).
3. Columns mirror bucket metrics (Target, Actual, points columns, etc.).
4. Qualified shows whether that participant meets any rule block for this tier.
5. For Member tiers, click a member name to open the member profile dialog.

Open Eligibility after saving bucket data and tier rules to verify who would receive the level. An empty table usually means the bucket has no saved total results yet.

Default tier

A default tier does not use a data bucket or rules. It applies to all members (or all companies) who do not qualify for any other tier of that participant type.

The list shows a green Default chip. On member profiles, if no rule-based tier matches, the default tier’s name and icon are shown instead.

Only create one sensible default per Member and per Company type for your program logic.

Edit or delete a tier

• Edit — Open from the list or row menu. Update name, bucket, rules, icon, or default status, then Save.
• Delete — Row menu → Delete → confirm (requires Editor; disabled on demo programs).

Deleting a tier removes it from recognition logic; members who only had that level will fall back to the default tier (if configured).

Tier icon

On Settings, use the image area:

• Gallery — pick from program media
• Upload — upload a new image
• Clear — remove the icon

Saving after selecting an image updates the tier immediately.

How tiers use Data Bucket data

1. Each rule-based tier links to one bucket of matching participant type.
2. Eligibility reads the bucket’s saved total result document (participant-level aggregates), not individual Category Key rows.
3. When you Save Data Bucket, totals and point columns refresh; reopen Eligibility to see updated Qualified flags.
4. On the member site and member profile, qualified tiers display the tier name and icon; otherwise the default tier applies.

Members can qualify for more than one tier at once if they meet multiple tiers’ rules. Design non-overlapping thresholds when you want a single clear level per person.

Tips and limitations

• Editor role required — Observers cannot create or delete tiers from the list actions.
• Bucket type must match — Member tiers only list member buckets; company tiers only list company buckets.
• Save the bucket first — Without Save Data Bucket, Eligibility stays empty and rules have nothing to evaluate.
• Unique tier names — Duplicate names are rejected on create or rename.
• Not the same as Awards — Awards is a separate app with similar rule UI; awards and tiers can coexist (Awards use a dedicated site component; tiers use the Menu Bar tier badge).
• Claim Points — In rules, Claim Points maps to claim/offer points from the bucket (Claims activity).
• Quiz Points — In rules, Quiz Points maps to quiz activity recorded on the bucket (Quizzes).
• Demo programs — Create, save, delete, and uploads are disabled on demo programs.
• No status tabs — Unlike Leaderboards or Target Trackers, tiers do not use Active/Inactive/Archive; control visibility on the site via Design Studio Menu Bar styling and whether rules match live data.

Related

• Data Buckets — Source data and Save Data Bucket
• Targets — Goal uploads
• Data imports — Progress/actual uploads
• Target Points Rules — Point columns used in tier rules
• Members — Member profiles show qualified tiers
• Companies — Company-level tiers
• Awards — Similar rule-based recognition (separate app)
• Claims — Claim Points on the bucket
• Quizzes — Quiz Points on the bucket
• Design Studio — Menu Bar tier badge on the member site