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If you want to put certain customers on specific tiers regardless of where the system's calculations are putting them, you can now manually relocate any of your customers to different tiers with few steps.
How to Manually Update a Customer's Tier?
You can change the tier of a single customer or multiple customers.
Changing the tier of a single customer:
Go to the Gameball Admin Dashboard, click Customers, and then choose or search for the customer you want to apply the manual change to.
When you are on the customer's profile, click More, then Adjust Tier, found on the top right of the page.
Changing the tiers of multiple customers:
Go to Gameball Admin Dashboard, then click Customers
Filter the customers' list to include only the customers you want to apply the manual change to
Click More, then Export
Update the CSV file with the customers' tiers, then upload it back again to Gameball
The following steps are the same for applying tier adjustments to both single and multiple customers:
Choose the tier you want to relocate the customer to.
Choose the behavior of the new tier you want Gameball to apply to the customer:
The customer will be placed into the manual tier, and the system will depend on the customer's progress later according to the chosen tiering method.
The customer will be placed into the manual tier forever with no later evaluation.
The customer will be placed into the manual tier temporarily with no evaluation till a specific date.
Choose the expiry date if you have chosen to apply the third behavior.
Type down the reason for the manual tier adjustment.
Click Adjust Level
What Happens When You Manually Update a Customer’s Tier?
Below is a list of all rules for manually changing the tier of a customer:
You will be able to see if the customer resides on a tier because of manual intervention. You will also be able to see the type of tier behavior you set and the reason for the manual adjustment if you have written any.
When extracting a CSV file of the customers' data, you will find a column that includes information about whether there was a manual tier adjustment for each customer.
If a customer is manually added to a tier, they will be able to see that and will see the expiry date for staying on that tier (if it exists).
Gameball integrated apps will be updated with the new tier of the customer.
When manually adjusting the tier for single or multiple customers, they will receive the tier welcome reward that you have assigned to each tier. Read more
They will also receive an email if they were relocated to a higher tier and if the tier email achievement is on.
What Happens When Choosing Any of the Three Behaviors When Adjusting a Tier Manually?
For choosing that the customer will be placed into the manual tier, and the system will depend on the customer's progress later according to the chosen tiering method:
Gameball will place the customer on the new tier and count the progress starting from the moment the adjustment is applied.
For choosing that the customer will be placed into the manual tier forever with no later evaluation:
Any customer added to a tier manually will be excluded from any evaluation that is done on their tier.
In case of changing the tiering-up method or the tier expiry, the customer will still stay on the manual tier.
For choosing that the customer will be placed into the manual tier temporarily with no evaluation till a specific date:
Any customer added to a tier manually will be excluded from any evaluation that is done on their tier.
Once the expiry date of the manual tier arrives, Gameball will start applying the evaluation according to the current tiering-up method and expiry.
In case of changing the tiering-up method or tier expiry, the customer will stay on the manual tier until the manual expiry date arrives, then Gameball evaluation will start taking place.
How to Reset a Manual Tier Adjustment? And what happens upon this action?
If you want to reset the manually adjusted tier for a customer, go to the customer's profile and click reset under the customer's tier.
When resetting the manual tier, Gameball will evaluate the customer tier according to the chosen tiering-up method/expiry and relocate the customer accordingly.
If, after resetting the customer's tier, they tiered up according to the evaluation, a tier welcome reward will be given, and an email will be sent to the customer if the tier achievement notification is on.