> ## Documentation Index
> Fetch the complete documentation index at: https://vexioncards.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Level retention

> Customers who stop coming drop one level. Switch it on for discount cards and cashback cards with levels, set the days, and see what your customers get.

**Level retention** keeps your levels meaningful. A customer who makes no transaction for the number of days you set drops one level. Any transaction keeps the level.

It works on **Discount** cards and **Cashback** cards with two or more levels. It is not available on employee cards.

## Switch it on

**1. Open the card**

Go to [Passes](https://vexioncards.mintlify.site/knowledge-base/passes-page.md), open the card and click **Edit Card**. You are on the **Settings** tab.

**2. Turn on Level retention**

Under the levels (below **Add tier**), switch on **Level retention**.

**3. Set the days**

The **Demotion period** field appears. Enter the number of days without a transaction before a customer drops one level (1 to 1095, for example 365).

**4. Save**

Click **Save**.

![The levels block in the card settings: the Level retention switch is on, the Demotion period is 180 days, and the help text says customers are reminded 14 and 3 days before.](https://mintcdn.com/vexioncards/xpkXKQ_5xTKL6e-C/images/level-retention-settings.png?fit=max\&auto=format\&n=xpkXKQ_5xTKL6e-C\&q=85\&s=0184438287e996727a4cb9439782378d)

Level retention in the card settings

| Card type | Default for a new card |
| - | - |
| Cashback (with levels) | On, 365 days |
| Discount | Off |
| Employee card | Not available |

You can also set it when you [create the card](https://vexioncards.mintlify.site/knowledge-base/creating-a-card.md).

> [!NOTE]
>
> Discount cards connected to Booqme or Bookio keep their levels. Level retention does not apply to them.

## How it works for your customers

* Every transaction on the card keeps the level and starts the days again.
* Without a transaction for the set number of days, the customer drops **one** level. A Gold customer becomes Silver, never straight to the lowest level.
* Points and the total spent never change. Only the level changes.
* On the lowest level there is nothing to lose, so nothing happens.

## What your customers see

### Reminders

VEXiON cards reminds the customer **14 days** and **3 days** before the drop. You do not set anything for this.

| Language | The customer sees (example) |
| - | - |
| English | "Shop by 15 Apr to keep Gold (15%)." |
| Slovak | "Nakúpte do 15. 4. a ponecháte si úroveň Gold (15%)." |

With a short period only the 3-day reminder is sent (periods under 28 days). Periods under 6 days send no reminder.

### After a drop

The customer gets one message with the new level and what they need to spend to get the old level back.

| Card type | The customer sees (example) |
| - | - |
| Discount | "Your level is now Silver (10%). 500 € to get Gold back." |
| Cashback (with levels) | "Your level is now Silver (3×). 500 € to get Gold back. Your points are safe." |

In Slovak: "Vaša úroveň je teraz Silver (10%). Do Gold vám chýba 500 €."

On a cashback card with levels the level shows its cashback percentage (for example 3 %), as on the front and back of the card.

Customers who turned off marketing messages get no reminder and no drop message. Their card still updates to the new level.

### Level up

When a purchase moves a customer up a level, the purchase notification on iPhone shows it, for example "🎉 Purchase €25.00 • New level: 15% off • Total spend: €1,000" (discount card) or "🎉 New level: 5 % on every purchase • +€1.67 • Credit: €5.01" (cashback card with levels). On Android the card updates to the new level without an extra notice.

### On the card

The back of the card shows **Level valid until** with a date, for example "15/04/2027" (in Slovak "Úroveň platí do 15. 4. 2027"). A purchase any time on that day keeps the level. The row is not shown on the lowest level.

### In the customer's profile

The customer opens [their profile](https://vexioncards.mintlify.site/knowledge-base/customer-wallet-profile.md) from the card (**View profile** on the back). The **Levels** tab shows their level and what is missing to the next one. In the last 14 days before the drop it also shows a warning, for example "Your tier will be lowered to Silver in 3 days." On the lowest level there is no warning.

![The customer's profile, Levels tab: the warning Your tier will be lowered to Silver in 3 days, then the levels Bronze, Silver and Gold with Gold marked as Your level.](https://mintcdn.com/vexioncards/xpkXKQ_5xTKL6e-C/images/level-retention-holder-levels.png?fit=max\&auto=format\&n=xpkXKQ_5xTKL6e-C\&q=85\&s=aec819e86bf308022ce5000ea97a9b32)

The Levels tab in the customer's profile

## What you see in the dashboard

Open the customer in [Customers](https://vexioncards.mintlify.site/knowledge-base/customer-profile.md). On the **Overview** tab, the top tile shows the level with its benefit, for example "Gold · 15%". The **Lifetime Analytics** panel shows **To Next Tier** and **Level valid until** with the date.

![The customer profile in the dashboard: the top tile shows Gold · 15%, and Lifetime Analytics shows To Next Tier and Level valid until 21/10/2026.](https://mintcdn.com/vexioncards/xpkXKQ_5xTKL6e-C/images/level-retention-customer-profile.png?fit=max\&auto=format\&n=xpkXKQ_5xTKL6e-C\&q=85\&s=4b9153e81a7c2cc2d871325878b99372)

Level retention on the customer profile

## Change or switch off

* **Change the number of days**: every customer gets a fresh full period from the moment you save.
* **Switch it off**: switching it off stops further drops. Customers keep their current level.
* **Levels of a cashback card switched off and on again**: every customer gets a fresh full period from the moment you switch levels on. Nobody drops a level for the time levels were off.


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