Loyalty – Auto-Tagging and Segments

For a restaurant’s local loyalty program, saving a new tier creates a guest tag, for example Tier: Gold. When a member changes tier, the previous tier tag can be removed and the new one assigned. This lets you use tiers in segments without manually tagging every guest.

Check the tier tag

1. Open Admin → Marknadsföring → Lojalitet → Nivåer.
2. Create the tier and press Spara alla nivåer.
3. Open Marknadsföring → Gäster → Taggar and check the actual tag name.

The tier form has no custom auto-tag selector. If you rename an existing tier, check its tag; do not assume a previously created tag is renamed automatically too.

Tiers are checked when points are earned and regularly overnight. Tag assignments follow tier changes. Saving a new tier does not immediately assign it to every guest.

Create a tier segment

1. Open Marknadsföring → Gäster → Segment and choose Nytt segment.
2. Enter a name such as “Gold members”.
3. Add Tagg and choose the actual tag, for example Tier: Gold.
4. Review matching guests and save.

Multiple conditions use AND. A guest must meet both the tier-tag condition and any others. “Gold members who have not visited for 60 days” can combine Tagg with Senaste besök. Birthdays have Födelsedag inom X dagar.

Use available measures

The segment editor includes Besök, Snittnota, Total spend, Senaste besök, contact details and consent. Purchase and visit measures cover history; Total spend is not the tier’s rolling twelve-month amount.

There are no segment fields for point balance, exact upcoming point expiry or tier 12-month spend. You therefore cannot directly build “850 points expire within 30 days” or “500 SEK to Gold” using invented rules. Keep messages to facts verified about the audience.

Use the segment in a campaign

Open Marknadsföring → Kampanjer, create the campaign and choose the segment and channel. The campaign editor supports {namn}, {restaurang} and {bokningslänk}. It does not replace invented variables such as [point balance] or [points_sek].

A useful message could describe the actual Gold-member benefits. Writing “Here are 500 bonus points” does not award points. Review the recipients and content before sending.

An automatic tier welcome requires the tier’s welcome setting and the Ny nivå uppnådd automation to be active. Automations have their own variables; choose those offered in that editor.

When a tier is deleted

When a tier is deleted, in Admin or through AI Boss and your own AI, the tier's tag ("Tier: [tier name]") is also removed from the guests. The tag stays if another tier is linked to the same tag, and manual tags are never touched. Check segments and automations that used the tag.

Unexpected tags or segments

Check that the tier saved, the member’s current tier and the tag used by the segment. A renamed tier may still refer to an older tag name. Give support the tier, guest and expected result if the link is wrong.

With shared chain loyalty, use the chain’s current members and tiers. Local Tier tags and local point lists are not automatically an exact copy of shared membership.