Tier conditions and member limit

Conditions decide which customers qualify for a membership tier. You can stack several conditions, connect them with AND or OR, and give each one a time window — for example, "spent $500 in the last 12 months." You can also cap how many customers hold the tier with a member limit.

Where you set conditions

Open Loyalty in the left navigation.
In the VIP Tiers section, click a tier to edit it (or click Add new tier to create one).
Scroll to the conditions area of the tier editor. Each condition starts with a Condition type selector.

Add and remove conditions

To add a condition, click the button below your last condition. It's labeled with your current connector (AND or OR), and its hover text reads Add new condition.
Pick a Condition type, then fill in the fields that appear for that type.
To remove a condition, click Delete condition under it.

Condition types

Condition type	Who qualifies
Activity	Customers who complete the selected activity a set number of times.
Store credit balance	Customers whose current balance (credits earned minus credits spent) meets the amount you set.
Cumulative store credit	Customers whose total earned credits meet the amount you set.
Maintained store credit	Customers whose highest-ever balance meets the amount you set.
Redeemed store credit	Customers who have redeemed the specified points.
Spent amount	Customers who have spent the specified amount in your store.
Referral spent amount	Customers whose referred shoppers have spent the specified total amount.
Number of orders	Customers who have placed the specified number of orders.
Customer tags	Customers with the specified Shopify tags. Enter one tag per line.
Specific customers	Customers on an email list you provide. Enter one email per line.
Joined program	Customers who have joined your loyalty program.
Paid membership	Customers who hold the selected paid membership.
Klaviyo segment	Customers in the selected Klaviyo segment or list. The Klaviyo Segment dropdown loads your lists and segments straight from Klaviyo. Toki checks who is on the list or in the segment when you save the tier, and again every hour. With each check, Toki also creates a member for everyone on the list or in the segment who has an email address and isn't a member yet. If a list or segment is missing from the dropdown, check that your Klaviyo private key has read access to Lists and Segments; see Klaviyo.
Time in segment	Customers who have been in this tier for the time you set, counted from the date they entered it. A customer must already hold the tier for it to match, so pair it with or to let members keep the tier for a set time after they qualify.
Nested condition group	A group of conditions with its own AND/OR connector (see below).

A few types come with extra choices:

Comparisons. Number of orders, Redeemed store credit, and Referral spent amount include an Expression selector: More than, Less than, More than or equal to, Less than or equal to, or Equal to.
Customer tags strategy. Choose AND to require every tag you listed, or OR to require at least one of them.
Activity answers. For activities that collect answers (like forms and quizzes), an Answer matching setting lets you count Any answer or only Specific answers you pick with Add filter.

If a Paid Membership condition appears inside a tier automatically, Toki manages it for you — the editor shows "You cannot edit it directly."

Time windows

Most condition types include a time window, so you can count activity from a specific period instead of all time.

Option	What it counts
Over all time	Everything, with no date restriction.
In the last	The last N days, months, or years.
Between dates	Activity between two dates you pick.
Since date	Activity from a date onward.
Until date	Activity up to a date.
Older than	Activity older than N days, months, or years.
Since last year	Activity since last year.
Since join or cutoff	Since the customer joined, or within the last N days/months/years — whichever is shorter.
Since annual date	Since a month and day that repeats every year (for example, since January 1).
Since joining the Loyalty program	Everything since the customer joined your loyalty program.

Combine conditions with AND / OR

Between conditions you'll see a divider with a small and / or selector. Pick and to require every condition, or or to let any single condition qualify a customer. The connector you pick applies between all conditions at that level.

For rules that mix both, add a Nested condition group:

Set Condition type to Nested condition group. A Nested Conditions Group box appears.
Click Add nested condition to add conditions inside the group. The group has its own and / or connector, independent of the top level.
Click Delete group to remove the whole group.

Groups support one level of nesting: the top level plus groups of regular conditions inside it. That's enough for rules like "(spent $500 and placed 10 orders) or holds a specific tag."

Member limit

Cap how many customers can hold the tier:

In the tier editor, turn on the Member Limit switch.
Enter the maximum number of members.

Turn the switch off to remove the cap.

While a tier is full, customers who aren't in it don't see it as their next tier in the wallet. For a paid membership, the storefront stops new sign-ups and shows "Membership limit has been reached. Please try again later."

When Toki checks conditions

A tier is built on a segment, so Toki checks tier conditions on the same schedule as segment conditions: right away for one customer when something a condition looks at changes (their points, an activity they complete, an order, joining the program, a paid membership change), every hour for Customer tags and Klaviyo segment conditions, and once a day for rolling time windows such as In the last and Older than. Toki also rechecks everyone whenever you save the tier. See Segment conditions for the full schedule.

Customers leave the tier as soon as a check finds they no longer qualify. If you'd rather customers keep a tier once they've earned it, chat with us and we'll set it up with you.