Setting Up Loyalty Tiers and Memberships in GHL Power Tools

Introduction

Welcome to the training guide on setting up Loyalty Tiers and Memberships using GHL Power Tools! In this guide, we’ll walk you through the process of creating membership tiers, assigning rewards and promotions, and adding contacts to specific tiers within your system. This setup can help you manage customer loyalty programs more effectively, rewarding customers for their engagement and purchases.

This training is suitable for anyone using GHL Loyalty and Rewards features under the Power Tools section. By the end of this guide, you’ll have a fully functioning membership system with tiers that provide exclusive rewards and promotions for your customers.

Table of Contents

• Step 1: Enable Membership Tiers in Your GHL Account
• Step 2: Create a Membership Program
• Step 3: Add Tiers to Your Membership
• Step 4: Create Rewards for Your Tiers
• Step 5: Create Promotions for Your Tiers
• Step 6: Adding Contacts to a Tier
• Step 7: Testing the System
• Step 8: Troubleshooting & Adjustments
• Conclusion

Step 1: Enable Membership Tiers in Your GHL Account

1. Log into GHL and navigate to your Agency View.

2. Go to the Smart Scripts dashboard or the app that you use (like Smart Reviews).

3. Find the Rewards Locations section under the "Smart Apps" or "Rewards" menu.

4. Select the location you're working with (e.g., Fitness Rewards Marketing Snapshot).

5. Go to Settings and ensure that Tier Memberships in the Leaderboard are enabled. If this is turned off, the tiers won’t appear anywhere.

6. If you don’t see the sub-account you need in the list, click Add Rewards Location and select the correct location from the list.

Step 2: Create a Membership Program

1. Go back to the Sub Account where you want to create the membership.

2. Click on Add New Membership and name it (e.g., Fitness Membership 1).

3. Hit Save to create the membership.

Step 3: Add Tiers to Your Membership

1. For your newly created membership, click Manage Tier.

2. Within your newly created membership, click Add New Tier.  

3. Name the tier (e.g., Platinum Tier).

4. Enable Rewards and Promotions if applicable.

5. Optionally, set up Points for each tier to reward customers with points monthly. For example, give 5,000 points for the Platinum tier.

6. Create another tier (e.g., Gold Tier) and assign rewards and promotions as needed.

7. Save your tiers.

Step 4: Create Rewards for Your Tiers

1. Go to the Rewards section.

2. For example, add a reward like a $50 Gift Card (you can choose a fitness-related reward if available).

3. Under Who Should See This Reward? Section,

4. Assign this reward to the tiers (Platinum and Gold in this case).

5. Set a points requirement for redeeming the reward (e.g., 500 points).

6. Activate the reward and ensure it’s set to show only to tier members.

Step 5: Create Promotions for Your Tiers

1. Go to the Promotions section.

2. Add a new promotion (e.g., an Exclusive Event).

3. Select an image for the promotion.

4. Choose which tiers can access this promotion (e.g., Platinum and Gold).

5. Set the date and time for the promotion to be live.

6. Save your promotion.

Step 6: Adding Contacts to a Tier

1. To add contacts to a specific tier, go to Manage Tiers.

2. Find the Tier ID for your membership.

3. Copy the Tier ID and 

4. Go to the Workflows section.

5. Create an automation trigger that adds contacts to a tier when they pay.

6. Paste the Tier ID into the workflow automation to link it with your membership.

Step 7: Testing the System

1. Run a test with a contact to ensure they are added to the correct tier.

2. Check that the contact receives a message about their points and membership status.

3. Go to the Loyalty Dashboard to confirm the points are correctly applied.

4. Verify the Redeem Rewards section to ensure the correct rewards are showing based on their tier.

Step 8: Troubleshooting & Adjustments

1. If rewards or promotions are not showing as expected, check the settings for whether they are limited to tier members.

2. If needed, adjust the visibility of promotions or rewards by toggling the tier visibility settings.

3. Review the system regularly for any glitches, as this feature is still in Beta.

Conclusion

By following these steps, you can set up a loyalty program with memberships and tiered rewards to enhance customer engagement. Remember, the system is still in Beta, so there may be minor issues to resolve along the way. Reach out for support if needed.