Setting Up a Client Rank System in IZI: Step-by-Step Guide

Setting Up a Client Rank System in IZI

A rank system is one of the most effective retention tools. It creates three effects: the client sees progress (“14 hours left until Gold”), builds a status they don’t want to lose, and joins a cohort with ongoing privileges. In IZI, a rank system is built from Client Groups and Automations — there are no built-in ranks, but this approach gives complete configuration freedom.

If you want to understand the overall automation logic first → Automation in IZI: Overview.

System Architecture

Each rank = a client group. You create groups “Bronze,” “Silver,” “Gold” in the CRM. A client belongs to exactly one group at any given time.

Automation rules move clients. When every session ends, the rule checks the client’s accumulated hours (or spend) and, if a threshold is reached — removes the old rank and assigns the new one.

Notification rules announce the transition. A separate set of rules on the “Group assigned” event sends a notification about the new rank.

Total for a three-level system: 3 groups + 3 assignment rules + 3 notification rules = 9 objects.

Step 1 — Define Criteria and Thresholds

Choosing the Criterion

Criterion	Motivates	Best When
Accumulated hours	Longer sessions	Main revenue is from rates
Total spend	Higher spend per visit	Significant bar/merchandise revenue
Session count	More frequent visits	Average session is short (1–2 hours)

Hours are the most understandable criterion for clients: “play 50 hours and get Gold.” Spend gives a more accurate reflection of client value to the club.

Calculating Hour-Based Thresholds

Guideline: first rank — achievable in 1–2 months with 2–3 visits per week at 2–3 hours each.

Rank	Hour Threshold	Meaning
Bronze	≥ 1 hour	After first session — engages immediately
Silver	≥ 10 hours	~5–8 visits, 2–3 weeks of active visiting
Gold	≥ 50 hours	~25–35 visits, 2–3 months of regular visiting

Adjust to your club — use the median hours from active client analytics as a reference.

Calculating Spend-Based Thresholds

Base principle: first rank — from 5–10 visit equivalents, second — from 30–50, third — from 100+. Plug in your average spend per visit (AOV): if AOV = 300, then Bronze from 1,500–3,000, Silver from 9,000–15,000, Gold from 30,000.

Step 2 — Create Rank Groups

Navigate: sidebar → Clients → Groups → click Create Group for each rank.

Create three groups:

• Bronze — entry rank
• Silver — regular rank
• Gold — loyal patron rank

The group name will be shown to clients in notifications — write it clearly and motivatingly. Instead of “Group 1” use “Bronze,” “Silver,” “Gold,” or your own club-style names (“Rookie,” “Veteran,” “Legend”).

Step 3 — Create Rank Assignment Rules

One rule per rank. Navigate: Automation → Create Rule.

”Gold” Rule

Element	Setting
Name	”Rank: Gold — assignment”
Trigger event	Session ended
Condition	Hours played ≥ 50
Action 1	Unassign group → Silver
Action 2	Unassign group → Bronze
Action 3	Assign group → Gold

”Silver” Rule

Element	Setting
Name	”Rank: Silver — assignment”
Trigger event	Session ended
Condition	Hours played ≥ 10 AND hours played < 50
Action 1	Unassign group → Gold
Action 2	Unassign group → Bronze
Action 3	Assign group → Silver

”Bronze” Rule

Element	Setting
Name	”Rank: Bronze — assignment”
Trigger event	Session ended
Condition	Hours played ≥ 1 AND hours played < 10
Action 1	Unassign group → Gold
Action 2	Unassign group → Silver
Action 3	Assign group → Bronze

Note

Removing other ranks in each rule is mandatory. Without this, when a client transitions from Bronze to Gold, they’ll retain all three groups simultaneously, and rank-specific privileges will stop working correctly.

Enable all three rules — “Rule active” toggle.

Step 4 — Create Rank Notification Rules

One notification rule per rank.

“Gold” notification rule:

Element	Setting
Name	”Rank: Gold — notification”
Trigger event	Group assigned
Condition	Group = Gold
Action	Send notification
Title	”You’ve reached Gold!”
Message	”Congratulations! Gold rank unlocks special perks. Thank you for playing with us.”

Repeat for Silver and Bronze with corresponding text.

Sample texts:

• Bronze: “Welcome to the program! Bronze rank — you’re in the game.”
• Silver: “You’ve reached Silver! Gold is just a bit further. Keep it up.”
• Gold: “Congratulations! Gold rank — you’re among the club’s best clients.”

Step 5 — Attach Privileges to Ranks

The rank group becomes a condition for other rules. This allows building differentiated programs:

Higher bonus percentage on top-up for higher ranks: In the top-up bonus rule, add condition “Client group = Gold” and specify a higher percentage. Create separate rules for each rank.

Rank	Top-Up Bonus
No rank	4–5%
Bronze	6–8%
Silver	10–12%
Gold	15–18%

Specific percentages — adjusted to your average spend and margin. The difference between ranks should be noticeable but not undermine the economics.

Rate discount for higher ranks: Configured via rates restricted by group. Gold clients automatically receive a special price.

Step 6 — Verify the System Works

After a client completes a session with the required number of hours:

1. Open Automation → the relevant rank assignment rule → History tab
2. An entry with status Completed should appear
3. Open the client card in CRM — the correct group should be displayed
4. The client should receive a notification about their new rank

If status is Skipped — the client hasn’t reached the hour threshold. Check total_hours in the client card.

Monitoring and Adjustment

After launch, check after 2–4 weeks:

• Client distribution across ranks — open each group and check the number of members. If 70% of the database is in Gold — thresholds are too low. If nobody has reached Silver — thresholds are too high.
• Rule firings — in each rule’s history, see how many times it fired in a period. If the “Silver” rule fires only a few times per week with a thousand-client database — something is wrong.
• Conversion to next rank — what percentage of Bronze clients reach Silver within the first 30 days. The norm depends on the club; if conversion is near zero — lower the Silver threshold.

Alternative Configurations

Spend-based rank system: Replace the condition parameter from “Hours played” to “Amount spent.” Set thresholds from your AOV — first rank from 5–10 visit equivalents, second from 30–50, third from 100+.

Four-level system: Add a “Platinum” rank above Gold — for absolute regulars. Thresholds: Bronze 1h, Silver 10h, Gold 50h, Platinum 150h. Platinum privileges — maximum bonus, named seat, tournament priority.

Hybrid criterion (hours + spend): Condition: “Hours played ≥ X” AND “Amount spent ≥ Y.” Requires both — suitable if you want to count as “true Gold” only those who both played the hours and spent the money.

Typical Mistakes

Mistake	Consequence	Solution
Forgot to add “Unassign group” to rules	Client accumulates all ranks	Edit rules, add removal of previous ranks
Thresholds too high	Nobody reaches Silver and Gold	Lower thresholds, use database hours median as reference
No rank notifications	Client doesn’t know they reached a new level — system doesn’t work as a motivator	Create notification rules (Step 4)
Same privileges at all ranks	No incentive to progress	Make the difference noticeable — +5 pp bonus between ranks minimum

See Also

• Automation in IZI: Overview
• Top-Up Bonuses
• Triggered Messages: Welcome, Churn, Reactivation
• Action Catalog
• Rule Firing History