How achievements work
An Achievement is made up of Counts and Levels:- Count: a unit of progress. Each qualifying interaction increments the count by 1
- Level: a threshold in the count that unlocks recognition or rewards
Achievement visibility modes
Level strategies
On/Off: one level, unlocked with a single count. Good for simple “has done this” tracking. Linear: level up every X counts. Simple and predictable for customers. Non-linear: early levels are easy to reach; higher levels require exponentially more effort. Creates ongoing engagement over a long time horizon.When to use achievements vs tiers
Use Achievements when:- You want to recognise specific behaviours without a spend-based hierarchy
- The desired behaviour is binary or milestone-based (not continuous)
- You want to gamify the experience without large financial commitments
- Your tier design is becoming too complex: move some mechanics to achievements
- You want a status hierarchy primarily driven by spend
- The goal is to retain high-value customers with escalating benefits
Example use cases
- Visit Achievement: level up every 5 visits; level 3 unlocks a complimentary service
- Brand Loyalty Achievement: every 5 reward
- Profile Completion Achievement: unlocked when all key profile fields are filled
- Staff Achievement: counts staff interactions with specific product categories for training recognition
Configuring in CX Manager
Go to Settings → Achievement Definitions to create achievement types. For each achievement, define:- Name, handle, and visibility mode
- Level thresholds (count required to reach each level)
- Rewards or benefits to issue on level-up (configured via reactions)