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.

Create an auto-tag for a tier

1. Go to Marketing → Guests → Tags
2. Click Add tag
3. Name: "Gold member"
4. Color matching the tier color (for consistency)
5. Save
6. Go to Marketing → Loyalty → Tiers → [Gold]
7. Field Auto-tag → pick "Gold member"
8. Save the tier

From now on the next nightly tier refresh applies the tag to all current Gold members.

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.

Manual run

To test immediately:

1. Go to Marketing → Loyalty → Settings
2. Click Run tier refresh now (admin button, hidden from regular users)
3. After a few seconds: tags updated

Troubleshooting

"Tag isn't applied to my members"

• Is the auto-tag linked to the tier?
• Have you waited until the next night after linking?
• Run manual tier refresh or 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