Loyalty – Auto-Tagging and Segments

Tiers become powerful once integrated with CRM. Vendion auto-links each tier to a tag in GuestCRM – so you can build segments and campaigns targeted at exactly the right members.

How the link works

Each tier can be linked to a tag in GuestCRM. When a member changes tier (via nightly tier refresh):

1. System finds the old tier's auto-tag → removes from customer
2. New tier's auto-tag → applies to customer
3. The member is now tagged e.g. "Gold member" in CRM

Even if the job runs multiple times a night the tag is only assigned once – it's idempotent.

How the auto-tag is created (automatically)

You do not need to create or link the tag yourself. When you save a tier, Vendion automatically creates a CRM tag named "Tier: [tier name]" (e.g. "Tier: Gold") and links it to the tier. There is no "Auto-tag" field to fill in on the tier.

1. Go to Marketing → Loyalty → Tiers
2. Create or rename a tier (e.g. "Gold") and save
3. Vendion automatically creates the tag "Tier: Gold" – it appears under Marketing → Guests → Tags

From now on the tag is applied to all members on that tier – during the nightly tier refresh and the nightly auto-tagging.

Using tags in segments

Once tags are applied, build segments:

1. Marketing → Guests → Segments
2. Click New segment
3. Name: "All Gold members"
4. Rule: Tag = "Gold member"
5. Save

Segments are dynamic – if someone becomes Gold the next night they're immediately in the segment.

Combine tier + other criteria

The real power comes from combining tier tags with other rules:

"VIP members who haven't visited in 60 days"

• Rule 1: Tag = "Platinum member"
• Rule 2: Last visit > 60 days ago

"Gold members with birthday within 14 days"

• Rule 1: Tag = "Gold member"
• Rule 2: Birthday within 14 days

"Silver members close to Gold"

• Rule 1: Tag = "Silver member"
• Rule 2: 12m spend ≥ 4,000 SEK (assuming Gold threshold is 5,000)

Campaigning against member groups

With segments built you can run campaigns:

1. Marketing → Campaigns → New campaign
2. Pick channel (SMS or email)
3. Pick segment: "All Gold members"
4. Write content with dynamic fields:
   • "Hi [first name], you're one of our Gold members..."
   • "You have [point balance] points worth about [points_sek] SEK..."
5. Schedule or send now

Common campaign strategies

Win-back – inactive top members Segment: Platinum + last visit > 90 days Message: "We miss you. Here's 500 bonus points – just for you."

Upgrade nudge – close to next tier Segment: Silver member + 12m spend ≥ 4,500 SEK (500 SEK to Gold) Message: "You're close to Gold status. One more dinner and you're there!"

Expiry warmth – points expiring soon Segment: All members + points expire within 30 days Message: "You have [balance] points expiring [date]. Book a table and use them!"

Birthday campaign – welcome drink Segment: Gold/Platinum + birthday within 7 days Message: "Happy early birthday! Welcome drink on us at your birthday visit."

Nightly job order

Job order matters:

1. Tier refresh – recomputes tiers based on 12-month spend
2. Expiry check – points expiry
3. Auto-tagging – applies/removes tags based on new tiers

After the jobs run, all tags are in sync with current tiers – ready for the next day's campaigns.

When do tags update?

Tags update automatically every night (tier refresh ~02:00, auto-tagging ~02:45). There is currently no button in the interface to re-run tagging manually – if you need to force a run immediately, contact Vendion support.

Troubleshooting

"Tag isn't applied to my members"

• Did you save the tier? The tag is created when the tier is saved
• Have you waited until the next night? Tagging runs nightly
• Still not working – contact support

"Old tags remain after downgrade"

• Edge case: if you change the auto-tag on a tier after members are already tagged, old tags may linger
• Fix: manual cleanup via the bulk-tag tool in Marketing → Guests → Bulk actions

"Segment doesn't update"

• Segments are dynamic – they recompute every time you open them
• If not: check that rules reference the correct tag