Goal: Newcomer Trial Bonus

A newcomer bonus program turns a single trial visit into a habit. Without it, the typical funnel looks like this: a new client registers, plays once, and never returns. A well-structured trial pack makes the first two or three visits more rewarding than the standard experience, giving the client a concrete reason to come back before the window closes.

From an owner’s perspective, the payoff is compounding: every additional return visit in the first 30 days multiplies the probability of long-term retention. For the admin, the setup is a handful of bonus rules applied to the built-in newcomer segment in IZI — no custom coding, no per-client manual work.

Goal metric

The target indicator is 30-day retention: what share of clients who visited for the first time this month returned at least once within 30 days.

Without a newcomer program, that number is your current baseline. The trial pack is working if 60–90 days after launch that percentage has risen — even a 3–5 percentage-point improvement is a meaningful signal.

What the trial pack consists of

The program is built from two or three rules:

Rule 1 — Welcome bonus on first top-up. A fixed bonus amount credited on the very first balance top-up. The client immediately sees “I already received something.” Apply it once per account, no exceptions.

Rule 2 — Elevated percentage on early top-ups. For N days after registration, the client earns a bonus percentage above the standard tier. This motivates topping up now, while the special offer is active.

Rule 3 (optional) — Bonus for the second visit. If the client opens a second session, they receive additional bonuses. This directly rewards the most important action in the funnel: returning.

Step 1 — Define the parameters

Before creating any rules, pull two numbers from IZI Analytics:

• Average first top-up by new clients — how much a newcomer typically adds on day one (how to calculate AOV)
• Current 30-day retention — your baseline for comparing results after launch

If the average first top-up is X, set the fixed welcome bonus at roughly 10–15% of X. Set the elevated percentage on follow-up top-ups at 5–8 percentage points above your standard tier. These are starting points — adjust after the first 30-day measurement cycle.

Step 2 — Create the newcomer segment

The “Newcomers” segment is built into IZI. In the segment settings, set the period to 30 days from registration — this is the standard for most clubs.

For more on how segments work inside bonus rules, see Segments in bonus rules.

Step 3 — Create the welcome bonus rule

1. Bonuses → Create rule
2. Name: “Welcome bonus — first top-up”
3. Trigger: Balance top-up
4. Segment: Newcomers
5. Accrual type: Fixed amount (10–15% of the average first top-up)
6. Per-client limit: 1 time
7. Save and activate

Step 4 — Create the elevated percentage rule

1. Bonuses → Create rule
2. Name: “Newcomer — elevated percentage, 30 days”
3. Trigger: Balance top-up
4. Segment: Newcomers
5. Minimum top-up amount: optional; a small threshold is fine or leave blank
6. Accrual type: Percentage (standard tier + 5–8 percentage points)
7. Active period: 30 days from registration (controlled by the segment parameter)
8. Limit: optionally cap at 3–5 applications per client
9. Save and activate

Step 5 — Review results after 30 days

One month after launch, compare three numbers against your baseline:

• 30-day retention: are more clients returning after their first visit?
• Average number of visits in the first month: has it increased for newcomers?
• Share of newcomers with 2+ top-ups: is there a visible difference?

If retention rose by at least 3–5 percentage points, the program is working. If not, revisit the size of the welcome bonus or add a second-visit rule (Rule 3 above).

When this method does not work

• Clients do not have the IZI mobile app — bonus notifications never reach them, so the client does not know they received anything
• The newcomer segment is not being populated — clients are registering as guests or without a registration date, so rules never fire
• The welcome bonus is too small — the client does not notice it; there is no feeling of a gift, and the incentive to return is absent

See also

• Segments in bonus rules — how the newcomer segment works
• Top-up bonus guide — the standard accrual ladder for all clients
• Client bonus account balance — where bonuses are credited and how they are spent
• Bonus engine overview — architecture of the IZI bonus system