--- url: https://docs.oakmega.com/en/recipe/member-tiering.md description: >- How a CRM owner can run membership tiers in OakMega: let bookings, store visits, voucher use and chatbots tag members automatically; each month, load two saved filters, "Gold upgrade list" and "Gold downgrade list", and add or remove tier tags in bulk in LINE Member Management; tag VIPs in bulk from a list of LINE User IDs exported from your POS. Then post by tier and switch to a tier-only menu. It also covers strength tag conditions, And/Or rules in filters, and batch limits. --- This recipe helps CRM owners turn membership tiers into a fixed half-hour routine each month: everyday interactions and purchases build up as tags automatically, and at the start of the month you open two saved filters, find who should move up or down, swap their tags in bulk, and post one article per tier. ## Who this is for * **CRM owners** whose boss wants "Gold and VIP tiers", but whose member data is spread across the store POS, LINE and campaign lists, so every month means matching spreadsheets by hand. * **Store managers and marketers** who want to know who the regulars are and give them different offers and messages. When you're done you'll have a set of tier tags, two saved filters (an upgrade list and a downgrade list), a way to tag VIPs in bulk from your POS list, and an article that goes only to Gold Members. The example below is the skincare brand "Sunleaf", with three tiers: regular member, Gold Member and VIP Member. The tags, saved filters and article were actually created in the OakMega manual demo workspace, and one upgrade was really run on a test friend. ## Features you'll use | Feature | Role in this scenario | Minimum plan | Needs activation? | |---|---|---|---| | [Tag Management](https://docs.oakmega.com/en/guide/members/tag-management.md) | The "Membership tiers" folder holds the Gold and VIP tags; strength and expiry tags record behavior | All plans (Free: up to 10 tags) | No | | [LINE Member Management](https://docs.oakmega.com/en/guide/members/line-member-list.md) | Advanced filter, saved filters, adding or removing tags in bulk, batch tagging by LINE User ID | Pro and above | No | | [Post Article](https://docs.oakmega.com/en/guide/messages/friend-broadcast.md) | Posts to each tier by tag | All plans | No | ## Flow ![Membership tier flow: Builds up automatically — tags added on booking, visit and voucher use; Skin check done in store, Repurchased; chatbots add "Active in last 90 days" → Upgrade on the 1st of each month — saved filter "Gold upgrade list"; (Skin check done in store or Repurchased), excluding VIP and Gold; select all, batch add "Gold Member" → VIP from purchase data — export LINE User IDs of top spenders from your POS; Batch Tag by LINE User ID: "VIP Member"; up to 10,000 rows per file → Downgrade and tiered messaging — saved filter "Gold downgrade list"; Gold Member excluding Active in last 90 days → batch remove; broadcast per tier, switch menus](https://docs.oakmega.com/en/recipe/images/member-tiering-01-flow.png) 1. Let features tag members automatically day to day: bookings, store visits and voucher use add "Skin check done in store" and "Repurchased", and chatbots add the expiry tag "Active in last 90 days". 2. On the 1st of each month, open the saved filter "Gold upgrade list", select everyone, and add "Gold Member" in bulk. 3. VIP is based on annual spending in your store POS: export the LINE User IDs of members who qualify, then use **Batch Tag by LINE User ID** to add "VIP Member". 4. Open "Gold downgrade list" and remove "Gold Member" in bulk. Finally, post by tier and switch tier members to their own Richmenu. ## First, set your tier rules Write the rules as conditions a filter can find, so you can repeat them every month without debating them again: | Tier | Condition | How it's applied | |---|---|---| | Regular member | Added the LINE Official Account as a friend | No tag needed | | Gold Member | Came in for a skin check or used a repurchase voucher ("Skin check done in store" or "Repurchased") | Added in bulk each month with "Gold upgrade list" | | VIP Member | Annual spending of NT$20,000 or more in the store POS | Added in bulk each month by LINE User ID from the POS list | | Gold downgrade | Gold Member with no interaction in the last 90 days | Removed in bulk each month with "Gold downgrade list" | For how "Skin check done in store" and "Repurchased" get applied automatically, see [Take in-store bookings, give a repurchase voucher after the visit, and remind people who haven't come back](https://docs.oakmega.com/en/recipe/store-booking-to-repurchase.md). For "Active in last 90 days", see [Win back inactive members: find dormant friends with an expiry tag and send a welcome-back gift](https://docs.oakmega.com/en/recipe/win-back-inactive.md). ## How to set it up | Step | Where | Settings in this scenario | |---|---|---| | 1. Create tier tags | Member & Tag › Tag Management | Folder "Membership tiers": Gold Member, VIP Member (strength tags) | | 2. Save "Gold upgrade list" | LINE › Member Management › Advanced Filter | Contain: Skin check done in store ≥ 1 or Repurchased ≥ 1; Exclude: VIP Member ≥ 1 or Gold Member ≥ 1 | | 3. Save "Gold downgrade list" | LINE › Member Management › Advanced Filter | Contain: Gold Member ≥ 1; Exclude: expiry tag Active in last 90 days | | 4. Upgrade and downgrade monthly | LINE › Member Management | Load a saved filter → select all → add or remove tags | | 5. VIP from the POS list | LINE › Member Management › tag button | Upload a CSV of LINE User IDs and add "VIP Member" | | 6. Post by tier | LINE › Post Article | OakMega segment › tag filter: contain tag "Gold Member" | ### 1. Create tier tags Under **Member & Tag › Tag Management**, add "Gold Member" and "VIP Member" to the "Membership tiers" folder, with the tag type set to **Strength Tag** (once applied, it stays until you remove it). See [Create and manage tags](https://docs.oakmega.com/en/guide/members/tag-management.md). ### 2. Save "Gold upgrade list" Under **LINE › Member Management**, click **Advanced Filter**: 1. In the **Contain** block, click **Filter Condition**: Item **Strength Tag**, tag "Skin check done in store", condition "≥", value 1. 2. Click **Filter Condition** again, set the second row's connector to **Or**, and choose "Repurchased" ≥ 1. 3. In the **Exclude** block, add two rows the same way, joined with **Or**: "VIP Member" ≥ 1 and "Gold Member" ≥ 1. People who are already Gold or VIP won't show up again. 4. Click **Save As**, enter "Gold upgrade list" as the name, click **Confirm**, then click **Confirm** again to apply it. ![Advanced Filter dialog with Current condition: Gold upgrade list; Contain has "When Strength Tag Skin check done in store ≥ 1" and "Or Strength Tag Repurchased ≥ 1"; Exclude has "When Strength Tag VIP Member ≥ 1" and "Or Strength Tag Gold Member ≥ 1"](https://docs.oakmega.com/en/recipe/images/member-tiering-02-upgrade-filter.png) **And**/**Or** can only be switched on the second row at the top level, and every row after it follows the second row. To mix And and Or, wrap conditions in a **Group**. For the full explanation, see [View and filter LINE members](https://docs.oakmega.com/en/guide/members/line-member-list.md). ### 3. Save "Gold downgrade list" Open **Advanced Filter** again: under **Contain**, choose strength tag "Gold Member" ≥ 1; under **Exclude**, choose **Expiry Tag** "Active in last 90 days"; then save it as "Gold downgrade list" with **Save As**. An expired expiry tag no longer counts, so Gold Members who haven't interacted in 90 days appear on this list. ### 4. Upgrade and downgrade in bulk on the 1st of each month 1. Click **Advanced Filter** → **Saved Filters** → "Gold upgrade list", then click **Confirm**. 2. Tick the checkbox in the header row to select everyone, click **Add Tags** on the right, choose "Gold Member", and click **Confirm**. 3. Switch to "Gold downgrade list", select everyone, click **Remove Tags**, choose "Gold Member", and click **Confirm**. ![Add Tags dialog: Selected Members 1, "Gold Member" chosen under Add Tags, with Cancel and Confirm at the bottom](https://docs.oakmega.com/en/recipe/images/member-tiering-03-batch-tag.png) In the demo, "Gold upgrade list" found 1 test friend. After adding "Gold Member" and refreshing, the list dropped to 0, because the exclusion now filters them out. You can select up to 100,000 members at a time. ### 5. VIP from your POS purchase data Membership tiers often depend on actual spending, and that data lives in your store POS or e-commerce back end. As long as the POS records each member's LINE User ID (for example, when members link their account with LINE login), you can import it directly: 1. Export from your POS the LINE User IDs of members with annual spending of NT$20,000 or more. 2. Under **LINE › Member Management**, click the tag button in the top-right of the list to open **Batch Tag by LINE User ID**. 3. Download **Sample.csv** and fill in the LINE User IDs in that format. Don't change the header; each file can have up to 10,000 rows. 4. Upload the file, choose "VIP Member" under **Apply Tags**, and click **Confirm**. ![Batch Tag by LINE User ID dialog: a note at the top says "Please follow this sample file: Sample.csv Upload a CSV file", the data limit in the file is 10,000 entries, and not to modify the header of each row; the Upload File area is in the middle, with the Apply Tags field and Cancel and Confirm at the bottom](https://docs.oakmega.com/en/recipe/images/member-tiering-04-uid-import.png) If your POS doesn't have LINE User IDs, you can ask members to fill in their member number or phone in a form instead and match them that way; see [Collect sign-ups with a form, tag and confirm automatically, then send segmented reminders](https://docs.oakmega.com/en/recipe/form-leads-follow-up.md). ### 6. Post by tier Create a post under **LINE › Post Article**, set **audience source** to **OakMega segment**, **audience setting** to **tag filter**, and **contain tag** to "Gold Member", then write about this tier's perks. The demo draft "Gold Member: upgrade notice" goes only to newly upgraded Gold Members. ![New post: post name "Gold Member: upgrade notice"; audience source set to OakMega segment; audience setting set to tag filter; contain tag is Gold Member, with no exclude tag chosen](https://docs.oakmega.com/en/recipe/images/member-tiering-05-audience.png) To give VIPs their own Richmenu, see [Different Richmenus for VIP and regular members: a VIP-only menu and a VIP-only pass](https://docs.oakmega.com/en/recipe/tiered-richmenu.md). ## How it works and limits The table below covers common questions when running tiers with tags and filters. | Situation | Result | What to do | |---|---|---| | You want to filter by "last purchase time" or "total spending" | Member data has neither field (the advanced filter shows **Custom Field** only when the workspace has custom fields set up) | Tag in bulk by LINE User ID from your POS list, or record recent behavior with expiry tags | | "Strength Tag ≥ N" in the advanced filter | Based on the tag's strength; the default ≥ 1 means "has this tag" | For finer tiers, adjust strength by hand or split into separate tags | | The upgrade list doesn't exclude existing Gold Members | They get tagged again every month | Add "Gold Member" to the Exclude block so the list only shows newly upgraded people | | Who batch tagging affects | Only the members you selected; filter conditions don't run on a schedule by themselves | Load the saved filter and run the batch action by hand on a fixed day each month | | The CSV contains LINE User IDs not in the workspace | The system only selects matching members in the database | Nothing to do; POS members have to be LINE friends before they can be found | | After a Gold Member is downgraded | Removing "Gold Member" doesn't affect passes they've already claimed or a Richmenu already applied | When downgrading, also switch their Richmenu back to the default in Member Management | ## What members see Newly upgraded Gold Members receive the upgrade notice and an explanation of their perks. The screen is a mock-up (Chinese demo). ![Mock-up (Chinese demo): the LINE chat receives "Congratulations, you're now a Sunleaf Gold Member! Gold Members get a free skin check every month and 5% off everything at store checkout (just show your LINE member page). Next time you visit our Xinyi store, tell your beauty advisor you're a Gold Member!", and the member replies "Wow, thank you! I'll come in for a check this weekend"](https://docs.oakmega.com/en/recipe/images/member-tiering-06-member-1phones.png) ## How to check it's working | What you want to know | Where to look | |---|---| | How many people are in each tier | The total tagged count for "Gold Member" and "VIP Member" in Tag Management | | How many to upgrade or downgrade this month | The count above the list after loading "Gold upgrade list" or "Gold downgrade list" | | Whether Gold Members come back more often than regular members | An advanced filter for "Gold Member" and "Repurchased", compared with all Gold Members | ## Variations * **Tiers by number of visits**: instead, raise the strength of "Skin check done in store" by hand on each visit, and filter regulars with "strength ≥ 3". * **Birthday gifts**: if member data includes birthdays, add a birthday condition in the advanced filter and send a pass to Gold Members with birthdays this month. * **Win them back before downgrading**: first send the downgrade list a reminder like "Visit within 30 days to keep your Gold status"; see [Win back inactive members: find dormant friends with an expiry tag and send a welcome-back gift](https://docs.oakmega.com/en/recipe/win-back-inactive.md). ## Next steps * [View and filter LINE members](https://docs.oakmega.com/en/guide/members/line-member-list.md) * [Create and manage tags](https://docs.oakmega.com/en/guide/members/tag-management.md) * [Different Richmenus for VIP and regular members: a VIP-only menu and a VIP-only pass](https://docs.oakmega.com/en/recipe/tiered-richmenu.md)