Moving from Other Loyalty Apps to BON
13 12月, 2023B2B Loyalty Program: Exclusive Tiers and Rewards for Business Partners
This document provides a guide to the B2B Loyalty Program, a feature designed to reward and incentivize your business partners through a dedicated tiered system.
Available from plan Growth. Only for Shopify Plus stores.
1. Overview and Core Function
The B2B Loyalty Program is a standalone feature dedicated exclusively to your business partners. Unlike the standard loyalty program, this feature operates on its own logic for entry requirements and benefits, and it is not dependent on the regular earning/redeeming structure of your B2C loyalty program.
Eligibility:
- Platform: Exclusive to merchants using Shopify Plus.
- Plan: Available from the Growth Plan and above.
2. Tiered Membership Logic
The B2B Loyalty Program segments your business partners into different tiers (e.g., Bronze, Silver, Gold), each offering increasingly valuable benefits and rewards.
A. Tier Entry Requirements
Partners are categorized into a tier based on their lifetime total spending. Merchants can define the spending threshold required to reach each tier.
B. Tier Rewards
When a partner reaches a new tier, they receive a set of Entry Rewards. These rewards can include:
- Product discount (fixed amount or percentage).
- Order discount (fixed amount or percentage).
- Exclusive access to catalogs.
- Shipping discount.
Conditions and Limitations
Each reward can be configured with:
- Specific product or collection eligibility.
- Number of items required in an order; Purchase amount required to unlock each discount level.
Detailed Entry Reward Types
1. Amount Off Product
This reward applies a discount to individual products within an order.
タイプ | 説明 | Example |
Fixed Amount | A fixed monetary value discount applied to all or specific products. | Discount value is $5. If applied to all products, each product in the order receives a $5 discount. |
Percentage | A fixed percentage discount applied to all or specific products. | A 10% discount applied to all items in the ‘Electronics’ collection. |
Conditions | Applicable to specific products or collections, and can be combined with other discounts. |
2. Amount Off Order
This reward applies a dynamic discount to the total order value, based on volume or order count.
Criteria | 1. 固定ポイント割引 | Percentage Discount |
Order Value | A tiered fixed amount discount based on the total order value. 例： Buy at least $200 to get $5 off; Buy at least $400 to get $10 off. (The required value for the next tier must be higher than the previous.) | A tiered percentage discount based on the total order value. |
Item Quantity | A tiered fixed amount discount based on the number of items in the order. 例： 【購入】 100–200 items -> Get $5 off; 【購入】 201–300 items -> Get $8 off. (The minimum quantity of the next range must be higher than the maximum of the previous.) | A tiered percentage discount based on the number of items in the order. |
Conditions | Requires minimum purchase, and can be combined with other discounts. |
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3. Exclusive Access to Catalogs
This reward grants specific customer segments access to private catalogs that feature discounted prices.
- Action Required: The merchant must first set up the catalog and define its eligibility criteria within Shopify Admin before assigning it to the specific B2B tier.
4. Free Shipping
This applies a discount to the shipping fee of the order.
- Logic: A fixed amount discount is applied to the total shipping fee.
- Exclusion: If the customer chooses a delivery option like “Pick up in store,” the shipping discount will be disabled.
- Conditions: Can be limited by a maximum applicable shipping fee and combined with other discounts.
3. Tier Adjustments (Upgrade, Downgrade, and Refunds)
A. Partner Upgrades
When a business partner meets the requirement for a higher tier:
- Benefits apply immediately to all company members
- Changes are reflected in the next order placed
- Previous tier benefits are removed automatically
- All company locations inherit the new tier level
B. Partner Downgrades
When a business partner falls to a lower tier:
- All tier benefits and rewards of the previous tier will be disabled.
- New tier benefits and rewards will be applied since the most recent order after the tier has been adjusted.
C. Handling Refunds
- The refunded amount is subtracted from the company’s total spending.
- If the adjustment causes the company to fall below a tier entry requirement, the current tier is automatically downgraded.
- Once downgraded, all company members immediately lose access to the benefits of the previous tier.