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Tiers & Automation

When setting up your Subscription Products, you may want to setup subscription-specific purchase and billing automations to tailor customer communication, and internall processes for individual plans.

For example, your subscription gives access to an online course, and if someone cancels a specific subscription plan, you want to make sure access to a specific course is removed, specific tags are applied, specific emails are sent with tailored messaging to that membership, etc.

Subscription-specific automations are setup in the Tier settings in Spiffy.

Even if you aren’t using tier-based pricing, you will simply create a Tier as a container to group your plans together, and create automations that only apply to the specific plans within that Tier.

Create a Tier

From your Subscriptions page, click on an existing subscription product, or create a new subscription product.

Scroll down below the main dashboard graph, and under Tiers & Plans, click on the light grey box with the hyperlink that says, Create A Tier.

Set a name for your Tier. The tier name is not customer-facing, so it will not show up on your Checkouts, Receipts, or in the Customer Portal.

And click Create.

You will be prompted to create a Subscription plan, however, you may have already created your subscription plans.

If you have NOT created a plan yet, you can create a plan here and it will automatically be added to this Tier.

If you’ve already created your plans, you can click the “X” at the top right of the box, or click Cancel.

You will see your new empty Tier below the plans that you have already created. Your plans have a Mover icon that you can click to move your existing subscription plans to your new tier.

Note: Plans cannot be moved between tiers. Once a plan is created within, or added to a tier, that plan can NOT be moved to a different Tier. Plans are locked-in to the tier they are added to.

Once you’ve added your plan(s) to your new tier, you can click on the gear icon at the top right corner of the Tier, to set up Subscription Automations that will run only on the plans within that tier.

Subscription Automation

Now that you’ve created your Tiers, and added your plans to the tier, you can start to set up your Subscription-specific automations at the tier level.

Read more about How to Setup Subscription Automation.