How to Establish Investor Tier Levels and Benefits

This guide provides step-by-step instructions for administrators on how to create, configure, and manage investor tier levels and their associated benefits on the WhiteLabel Community Deals Platform.

Table of Contents

1. Overview
2. Prerequisites
3. Accessing Tier Configuration
4. Creating New Tier Levels
5. Configuring Tier Benefits
6. Setting Qualification Rules
7. Managing Existing Tiers
8. Monitoring Tier Statistics
9. Best Practices
10. Troubleshooting

Overview

The WhiteLabel Community Deals Platform includes a powerful tier system that allows you to create different investor levels with unique benefits. This tiered approach enables you to:

1. Reward loyal investors with exclusive privileges
2. Create a hierarchy of access based on investment activity
3. Incentivize larger investments through enhanced benefits
4. Segment your investor base for targeted offerings
5. Implement token-based loyalty programs

A well-designed tier system can significantly enhance investor engagement and platform stickiness.

Prerequisites

Before you begin, ensure you have:

• Admin access to the WhiteLabel Community Deals Platform
• A clear strategy for your tier structure
• Defined benefits for each tier level
• Understanding of qualification criteria options
• Knowledge of your platform's token economics (if using token-based qualification)

Accessing Tier Configuration

1. Log in to your admin account and navigate to the Admin Dashboard.

2. Access Platform Settings by clicking on "Platform Settings" in the left sidebar navigation menu.

3. Locate the Tier Configuration section at the top of the Platform Settings page.

4. Click the "Configure Tiers" button to access the tier management interface.

5. Navigate to the Configuration tab if not already selected.

Creating New Tier Levels

To create a new investor tier:

1. Click the "Add Tier" button in the Tier Levels section.

2. Complete the tier information form:

   • Tier Name: Enter a name for the tier (e.g., Silver, Gold, Platinum)
   • Description: Add a brief description of this tier level
   • Tier Color: Select a color that will be used for tier badges and visual indicators
   • Position in Hierarchy: Set the tier's position (lower numbers = higher priority tiers)

3. Click "Create Tier" to add the new tier to your platform.

4. The new tier will appear in the tier levels list on the left side of the screen.

Configuring Tier Benefits

After creating a tier, you'll need to configure the benefits associated with it:

1. Select the tier from the tier levels list on the left.

2. Click on the tier name to access its detailed configuration.

3. Navigate to the Tier Benefits section in the tier edit form.

4. Select the benefits that will be available to users in this tier:

   • Early access to deals: Members get early access to investment opportunities
   • Special allocation limits: Higher allocation limits for investment opportunities
   • Exclusive deals visibility: Access to deals not visible to lower tiers
   • Reduced platform fees: Lower fees for transactions and investments
   • Priority customer support: Faster and more personalized support

5. Configure any benefit-specific parameters if applicable.

6. Click "Save Changes" to update the tier benefits.

Setting Qualification Rules

Qualification rules determine how users are assigned to a specific tier. You can set multiple rules for each tier:

1. Select the tier you want to configure from the tier levels list.

2. Locate the Qualification Rules section in the tier details view.

3. Click "Add Rule" to create a new qualification rule.

4. Select the Rule Type from the dropdown menu:

   • Token Holding: Based on holding a minimum amount of specific tokens
   • Whitelist: Based on specific wallet addresses being included
   • Smart Contract: Based on a smart contract function return value

5. Configure rule-specific parameters:

   For Token Holding rules:

   • Enter the token contract address
   • Select the blockchain network
   • Specify the minimum token amount required
   • Toggle whether the rule is active

   For Whitelist rules:

   • Enter wallet addresses (one per line)
   • Toggle whether the rule is active

   For Smart Contract rules:

   • Enter the contract address
   • Select the network
   • Specify the function name to call
   • Set the minimum return value required
   • Toggle whether the rule is active

6. Click "Add Rule" to save the qualification rule.

7. Add multiple rules if needed. Users will qualify for the tier if they meet ANY of the rules (rules are combined with OR logic).

Managing Existing Tiers

The tier management interface allows you to modify and manage your existing tiers:

1. View all tiers in the tier levels list on the left side of the screen.

2. Edit a tier by selecting it and clicking on its details.

3. Change tier order by adjusting the "Position in Hierarchy" value and saving changes.

4. Activate or deactivate tiers using the "Tier Status" toggle in the tier edit form.

5. Delete a tier if needed (note: this may affect users currently assigned to this tier).

6. Update tier benefits by editing the benefits section and saving changes.

7. Modify qualification rules by editing or deleting existing rules and adding new ones.

Monitoring Tier Statistics

To track the performance and adoption of your tier system:

1. Navigate to the Statistics tab in the Tier Configuration interface.

2. View tier distribution to see how many users are in each tier.

3. Monitor tier transitions to understand how users are moving between tiers.

4. Analyze benefit usage to see which tier benefits are most valuable to users.

5. Track qualification rule effectiveness to understand which rules are qualifying the most users.

Best Practices

To create an effective tier system:

1. Start with a simple structure:

   • Begin with 2-3 tiers (e.g., Basic, Silver, Gold)
   • Add more tiers as your platform grows
   • Ensure clear differentiation between tiers

2. Design meaningful benefits:

   • Focus on benefits that provide real value to investors
   • Ensure higher tiers have noticeably better benefits
   • Consider both financial benefits (e.g., reduced fees) and access benefits (e.g., early deal access)

3. Set achievable qualification criteria:

   • Make entry-level tiers accessible to most users
   • Create a clear progression path between tiers
   • Consider multiple qualification methods (token holding, investment activity, etc.)

4. Communicate tier structure clearly:

   • Create documentation explaining the tier system
   • Highlight the benefits of each tier
   • Show users their current tier and how to advance

5. Review and optimize regularly:

   • Analyze tier distribution and transitions
   • Adjust qualification criteria if tiers are too easy or too difficult to achieve
   • Update benefits based on user feedback and platform capabilities

Troubleshooting

Common Tier Configuration Issues

Issue	Solution
Users not qualifying for tiers	Check qualification rule configuration and token balances
Benefits not applying correctly	Verify benefit implementation in the platform code
Tier badges not displaying	Check tier color and icon configuration
Too many/few users in specific tiers	Adjust qualification criteria to better distribute users
Smart contract rules not working	Verify contract addresses and function names

Technical Issues

Problem	Solution
Token balance verification failures	Check blockchain network connectivity and RPC endpoints
Tier assignment delays	Review the tier assignment schedule and processing queue
Benefit conflicts between tiers	Ensure higher tiers properly override lower tier settings
Whitelist rule performance issues	Consider chunking large whitelists or using alternative qualification methods

If you encounter persistent issues with tier configuration, contact your platform's technical support team for assistance.

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By following this guide, you'll be able to effectively establish and manage investor tier levels and benefits on the WhiteLabel Community Deals Platform, creating a more engaging and rewarding experience for your investors.