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Bonus Rule Conditions

Published: · Updated: (12 days ago)· IZI Team

When you create a bonus rule in IZI, you can attach conditions that control exactly when the rule fires. Conditions narrow the rule’s scope from “everyone, always” to a precise target: a specific client segment, a minimum transaction size, a time window, or an accrual cap. All conditions on a rule are evaluated together with AND logic — the bonus is awarded only when every condition is met simultaneously. This gives you fine-grained control over promotional spend without creating separate rules for every edge case.

The bonus is awarded only when the top-up or purchase reaches a defined threshold. This is the core mechanic behind “bonus on top-up from X” programs — clients who add a smaller amount receive nothing, which nudges them toward larger deposits.

Choosing the threshold: start from the club’s average top-up (see how to calculate average order value) and set the first tier at roughly 1.2–1.3× that baseline.

The rule applies only to clients who belong to the selected segment. A segment in IZI is a dynamic group — clients enter and leave it automatically based on defined criteria, so the membership list stays current without manual maintenance.

Typical use-cases:

  • Rule for newcomers only (first 30 days after registration)
  • Birthday bonus that activates on the client’s birthday
  • Re-engagement bonus for clients who have not visited in over 60 days

Full reference for building segments: Segments in bonus rules.

The rule is active only within a defined time window. You can set any combination of:

  • Start and end dates — for one-off promotions or seasonal programs
  • Days of the week — for example, weekday-only bonuses to lift occupancy on slow days
  • Hours of the day — daytime promotions during off-peak hours

If no period is set, the rule stays active indefinitely while its toggle is on.

Restricts how many times a single client can earn the bonus under this rule:

  • Unlimited — the client earns the bonus on every qualifying event
  • 1 time — for example, a welcome bonus awarded only on the first top-up
  • N times per period — for example, no more than 3 bonuses per week

A global cap on how many times the rule fires across all clients combined. Useful for limited promotions such as “the first 100 participants receive a bonus” — once the counter is reached, the rule stops firing automatically even if individual clients still qualify.

Each rule defines how the bonus amount is calculated:

TypeHow it worksWhen to use
Percentage of amountBonus = X% of the transaction valueTop-up tiers, cashback programs
Fixed amountBonus = N points regardless of transaction sizeWelcome bonus, birthday bonus

Conditions stack on the same rule simultaneously. An example of a fully configured rule: “award a 10% bonus on top-ups above 300, only for clients in the ‘newcomers’ segment, only during January, no more than 2 times per client.”

If you need different conditions for different client groups, create separate rules — each rule is independent and multiple rules can fire on the same event.

In Settings → Bonuses → Rules → [rule name]:

  1. In the Conditions block, click Add condition.
  2. Select the condition type from the dropdown.
  3. Set the value.
  4. Save the rule.

Frequently asked questions

Can I set multiple conditions on a single rule?

Yes. Conditions within a rule use AND logic — every condition must be satisfied at the same time for the bonus to be awarded.

What happens if a client qualifies under several rules at once?

The bonus is awarded under every matching rule. Limits on one rule do not affect other rules.

How do I make a bonus fire only once per client?

Use the 'Maximum accruals per client' condition and set the value to 1. This is the standard setup for welcome bonuses.