Your tiers are built and creators are in. This guide covers what the platform does on its own from here: when performance is measured, when members move between tiers, when rewards go out, and what creators are told at each step.

If you are still designing your tier structure, start with the Program Design Guide instead.

Two automatic processes drive your program, on different cadences.

The monthly reward run never pauses. If your Evaluation Period is 3 months, tiers only get reshuffled every third month, but in the two months between, monthly gifts still send and monthly tasks still pay out normally. A quiet month for tier movement is not a quiet month for rewards.

Tier evaluation is the one you control with the Evaluation Period setting. When it runs, it scores everyone against your tier requirements, moves them, and then issues rewards based on where they landed. That order matters in a couple of places noted below.

Separately, any tier change you make by hand takes effect immediately, but it does not protect the member at the next evaluation. See "Moving someone by hand" below.

Tier qualification goals are measured over a rolling window of completed calendar months, counting back from the 1st of whichever month the evaluation runs in.

Three things to note:

Each tier holds one or more requirement rows, and a creator must meet all of them to qualify. You can require any combination of Posts, Revenue, Sales, New Customers, and Impressions, including platform and content-type scoping on Posts and Impressions. A requirement with a threshold of zero is always met, which is useful as the open floor on your entry tier so nobody falls to Inactive.

These definitions determine which activity counts toward a threshold.

Posts counts distinct posting days, not individual posts. Three posts in one day count as one. Only posts mentioning one of your program's connected social accounts count, and if your program requires content approval, only approved posts do.

Revenue is gross attributed revenue by order date. Cancelled orders are excluded, but refunds are not deducted, so a refunded order still counts. For affiliate network integrations (Impact, AWIN, Rakuten), orders still pending network confirmation count too, since thresholds reflect creator activity rather than confirmed payouts.

Sales counts distinct attributed orders, New Customers those from first-time buyers, and Impressions sums impressions on qualifying posts.

The four buttons in the Evaluation Period card are the live program setting, and clicking one saves it immediately, with no confirmation step and no separate Save button. Clicking through all four to compare them changes your evaluation cadence four times, leaving it set to whichever you clicked last. Only account Owners can change it; anyone else gets a "Permission Required" message and nothing saves.

Nothing moves anyone between tiers until you turn on both of these:

The thresholds do not change. Only the window they are measured over does.

Your thresholds are absolute values you typed in. "$500" does not become "$1,500" when you switch to a 3-month period. What changes is the window those numbers are measured over: $500 in a single month is a much harder goal than $500 across three, even though the figure on screen is the same.

The tier card's Ongoing Requirements summary spells out each requirement in plain language, including any platform or content-type scoping, for example "3 Instagram Stories". A tier whose only requirement has a zero threshold reads "All members qualify".

No screen shows the current window or your next evaluation date. Your Client Strategist can confirm either one for your program.

The first evaluation is the very next 1st of the month after your tiers exist and an Evaluation Period is selected. It does not wait a full period. It looks back over the full window even though your tiers were only just set up. After that, each evaluation sets the date of the next one, one period later.

The examples below all start the same way: you build your tiers, switch on Automatic evaluation, and select the period on September 15th. Two creators are in the program: one approved August 1st, one approved September 23rd.

The rule behind both tables: a member approved after the window started cannot be moved down in that evaluation, but can be promoted if their activity since approval clears a higher tier. A member approved before the window started is fully evaluated. The tier someone was placed in during setup does not protect them: an established member whose numbers over the window miss their current tier's requirements drops on the first evaluation.

So if you want the first reshuffle later than the next 1st, leave your tiers on Manual and switch them to Automatic during the month before the evaluation you want to count. Select a 3-month period in September, keep tiers Manual through December, switch them to Automatic in late December, and the January 1st evaluation is the first one that moves anyone, measuring October through December.

If you change the period later, the next evaluation is one new period after the last one that ran. After an October 1st evaluation, switching from 3 months to 1 month makes the next one November 1st; switching from 1 month to 3 months makes it January 1st.

In off-cadence months, monthly gifts and monthly tasks continue as normal. Only the tier reshuffle and its notifications wait.

Automatic promotions happen only when tier evaluation runs, not the moment a member crosses a threshold.

On a 3-month period, a member who clears Gold in the first week waits until the next quarterly evaluation. Change their tier by hand if you want it sooner, which applies instantly. The next evaluation then checks them against Gold's requirements like anyone else.

What is real-time is task and milestone rewards, evaluated within minutes of a post being approved or an order attributed, independent of the evaluation schedule. So a member can earn their current tier's task rewards all quarter while waiting on a promotion.

Yes, members move down automatically, in the same evaluation that handles promotions. Someone whose numbers fall below the Gold threshold is placed in the highest tier they do still qualify for. Two protections limit this:

Changing a member's tier from their CRM profile takes effect immediately. Their commission rate updates, they receive the new tier's monthly gift on the next 1st, their tasks switch to the new tier's, and they get the "You're now in [tier]" notification right away.

It carries no weight at the next evaluation. The evaluation has no record of who was moved by hand. A member you place in an Automatic tier is scored on their metrics over the window like everyone else: if they do not meet that tier's requirements, they drop to the highest tier they do qualify for, and if they clear a higher tier's requirements, they move up. Promoting someone to Gold on September 25th does not protect them on October 1st. If their July to September numbers do not clear Gold, they drop back.

Two things do hold:

When a tier has a Max Participants cap and more members qualify than there are spots, they compete. Qualifiers are ranked on a single metric: revenue if the tier requires it, otherwise sales, then new customers, then impressions, then posts. The top N get in. Ties break by that metric, then incumbents keep their seat over an equally-performing newcomer, then longest tenure wins.

Anyone who qualifies but misses the cut cascades down to the next tier they qualify for. They are not dropped out of tiers just because the tier above was full.

A welcome gift is granted once per member per program, at their initial approval, based on the tier they were approved into. A member who joins at Silver and is later promoted to Gold does not receive Gold's welcome gift, not on promotion and not on a later re-approval. Welcome gifts are a joining reward, not a per-tier reward.

For your setup: if there is something every Gold member should have, put it in Gold's monthly gift or a milestone. A welcome gift on an upper tier only ever reaches members approved directly into it.

Inactive is not a tier you configure. It is the card at the bottom of your tier list counting everyone with no tier assigned: a count, not a container. Nothing to set up, no rules to write, no rewards to attach.

Members land there two ways: an evaluation found they qualified for none of your automatic tiers, or someone moved them to "Inactive (unassigned)" by hand.

Dropping to Inactive is the one tier change that sends nothing. No email, no Hub notification. The notification names the tier a member moved into, and in this case there is not one.

A member can lose their monthly gift, their tasks, and their tier commission rate without being notified. They will see that the rewards stopped, but not why.

Two options. The cleanest is to give your lowest tier a single requirement with a threshold of zero, so it catches everyone and nobody goes untiered. Your entry tier's gift and commission rate become your program's floor. Otherwise, check the Inactive count after each evaluation and reach out to that group yourself.

Monthly gifts are the one reward with no performance condition. Every member in a tier that has one receives it every month, just for being in that tier.

When they send: on the 1st, to everyone who has a tier at that moment. Once per gift per member per month; re-runs cannot double-send.

Which tier's gift: the tier they are in after that day's tier moves. This is where the ordering inside the run matters. A member promoted to Gold on October 1st receives Gold's gift that same day, not Silver's.

Before the 1st. The monthly run reads your tier configuration exactly as it exists at that moment, and there is no catch-up pass for a gift that did not exist yet.

The monthly gift is a standing configuration. LoudCrowd will not prompt you or flag that last month's pick is still in place, so rotating it is a recurring task on your calendar. Add a reminder in the last few days of each month. If it slips, the previous month's gift sends again, and it cannot be un-sent.

Both are goal-based rewards a member earns by hitting a threshold, and both are awarded in real time. The difference is the window they measure and how many times they can be earned.

Note that the Evaluation Period setting governs tier movement only. Monthly tasks always measure one calendar month, even on a 12-month period.

A lifetime milestone is earned exactly once per member, and progress toward it is never reset, not by a tier change, not by a new evaluation period, not by anything. It cannot be lost because it is not stored as a counter: every check recomputes total activity from actual posts and orders since approval. A member at $8,400 toward a $10,000 milestone is at $8,400 whether they have sat in one tier or moved through four.

One qualifier: milestones are attached to tiers, so which ones a member is working toward changes with their tier. If Gold has a "$10K lifetime revenue" milestone and Silver does not, a member demoted to Silver stops being evaluated for it. Their $8,400 is intact and waiting if they return, but it is not theirs to earn from Silver.

Do not copy the same milestone onto multiple tiers. Each copy is a separate reward slot with its own earn record, so a member moving between two tiers carrying the "same" milestone can earn it twice. For a program-wide milestone, put it on your entry tier, since everyone passes through it.

This matters when adding milestones to an established program.

A milestone only applies to members who were below its threshold when you created it. On save, each member's total activity is checked as of that instant, and anyone already at or past the threshold is permanently ineligible. They will never earn it, and it does not appear in their Creator Hub at all, not as complete and not as claimable. It is simply absent.

Add a "$10K lifetime revenue" milestone today and:

In the middle row, prior activity does count for anyone still below the line. The member at $8,400 needs $1,600 more, not a fresh $10,000.

The rule exists so launching a milestone does not fire retroactive rewards at your entire top tier, but it means your strongest members get nothing from milestones set below where they already are. Set them at levels members will reach going forward. To recognize someone already past a threshold, select them on the Members tab and use Send Reward.

These require creator notifications enabled for your store (on by default). Each arrives as an email from [email protected] and in the creator's Hub.

Every tier change notifies, including repeats. Gold to Silver to Gold sends two. Manual changes notify immediately rather than waiting for the next run.

The Creator Hub does not show a tier ladder. Creators do not see their tier name on a dashboard, the tiers above them, or how close they are to the next one. They see:

The tier-change email is effectively the only place a creator learns which tier they are in, so your welcome message needs to spell out the tier structure, the thresholds, and the window they are measured over. The platform will not show any of it.

Two members moving in opposite directions through the same program, on a 3-month evaluation period with evaluations on Jan 1 / Apr 1 / Jul 1 / Oct 1.

Approved into Silver on May 12. Silver's welcome gift issues immediately, commission set to 10%.

May and June. She posts steadily and drives $1,900. On June 20 she crosses $100 in lifetime revenue and earns the Silver milestone within minutes: a "Milestone reached" email and $15 in site credit, not waiting for the 1st.

July 1, an evaluation month. The window is Apr 1 to Jul 1, but only post-approval activity counts, so really May 12 to Jul 1: 9 posting days and $1,900. She clears Gold on both. In that single run she is moved to Gold, her commission updates to 15%, she is issued Gold's $25 monthly gift (the tier she is in now), and she gets a "You're now in Gold" email.

Two things do not happen. She does not get Gold's welcome gift, having had her one in May. And monthly tasks in that same run are scored against Silver, the tier she was in during the activity period, so a promotion never pays the same month's work at the new tier's rate. Gold's tasks start counting from July, paid August 1st.

In Gold since last year, off a strong Q3. Then Q4 goes quiet: 2 posting days and $400 in October, 1 day and $300 in November, nothing in December.

Nov 1 and Dec 1 are not evaluation months, so Priya stays in Gold, collecting the $25 monthly gift both months at 15% commission, despite being well under Gold's threshold. This is normal on a 3-month period: a member can sit two full months below their tier's requirement before the tier catches up.

Jan 1, an evaluation month. The window Oct 1 to Jan 1 gives her 3 posting days and $700. She misses Gold on revenue but clears Silver. She is placed in Silver, commission drops to 10%, the $25 gift stops, Gold's $10K milestone stops being evaluated (progress intact if she returns), and she gets a "You're now in Silver" email. Everything she had already earned stays valid.

If Priya had posted nothing at all, she would have missed Silver too and landed in Inactive: no gift, no tasks, no milestone evaluation, commission at your program default, and no notification. She would find out by noticing her rewards had stopped. Hence the entry tier with a zero threshold.

One more case: had Priya been approved into the program after Oct 1, new-member protection would have kept her in Gold this round regardless of her numbers.

Related: Program Design Guide · Setting Up Program Tiers · Transitioning Your Rewards to Program Tiers · LoudCrowd Notifications