Transaction Tags in IZI CRM
Transaction Tags in IZI CRM
Section titled “Transaction Tags in IZI CRM”Transaction tags are custom labels you attach to balance top-ups and manual adjustments in IZI CRM. Without tags, all deposits roll up into a single total. Tags split that total into the slices that actually matter to your business: money that came in through a weekend promo, from a corporate partner, or as an admin compensation for a technical issue. You get a clear answer to not just how much landed in the register, but why it landed and under what circumstances.
Find tags at Club → Transactions → Tags. View their analytics in the bonus report tags section. To understand how tags differ from system-level cash register categories, see operation categories.
Why This Matters for Your Business
Section titled “Why This Matters for Your Business”Without tags, a club owner sees a flat stream of incoming deposits. With tags, they see the structure of that stream. Here are the kinds of questions that become answerable:
-
Promotion effectiveness. Run a “double bonus on top-ups” for the weekend — tag every deposit during that window with
promo_double_bonus. After the promo, check: how many operations, what total amount, and how did the average transaction value (AOV) compare to a standard weekend? -
Corporate clients. If a portion of your clients come through company agreements or B2B contracts, a
corporatetag isolates their revenue from retail and lets you evaluate that channel independently. -
Compensations and manual credits. When an admin issues a manual credit to a player’s bonus balance as a service recovery gesture, a
compensationtag separates those operations from commercial top-ups. Without it, compensations inflate your revenue figures and distort trend data. -
Pilot programs. Launch a new pricing mechanic for one week — tag those transactions to isolate the pilot cohort and compare it cleanly against a control week, without building a separate report.
How It Works in IZI CRM
Section titled “How It Works in IZI CRM”In Club → Transactions → Tags you manage a club-level tag directory:
- Tag list — all created labels with name and optional description.
- Create a tag — click Add Tag, enter a name (up to 50 characters), and add a staff-facing description if the label needs context.
- Edit or deactivate — use the context menu next to any tag. A deactivated tag disappears from the transaction form but its historical data is fully preserved.
When processing a transaction — a deposit, manual credit, or debit — the admin sees a Tags field. They can select one or more tags from the directory. If left blank, the operation lands in “untagged” and does not appear in any category in analytics.
Applying Tags in Practice
Section titled “Applying Tags in Practice”Effective tagging requires a written procedure. Without one, a portion of transactions will always slip through untagged, and incomplete data leads to wrong conclusions.
Step 1 — Decide what you want to measure. Do not create tags speculatively. Each tag should answer a specific owner-level question: “How much revenue is flowing through partner agreements?” or “What are we spending on compensations each month?”
Step 2 — Build a minimal tag set (5–10 labels). Fewer tags means higher tagging discipline. A practical starter set:
| Tag | When to apply |
|---|---|
promo | Any deposit made during an active promotion |
compensation | Manual credit issued for a service failure or complaint |
corporate | Deposit from a corporate client or B2B partner |
tournament | Payment or credit related to a tournament or event |
promo-code | Deposit where a promo code was applied |
Step 3 — Embed tagging into your shift procedure. Add one rule per tag to your admin handbook: a single, unambiguous trigger condition. If the condition is fuzzy, admins will apply tags inconsistently.
Step 4 — Monitor untagged rate weekly. Open the tag analytics report once a week and check what share of operations has no tag. If that share exceeds 10–15%, the procedure is not being followed — run a team debrief.
Connection to Reports and Analytics
Section titled “Connection to Reports and Analytics”Tag data surfaces in the bonus report — Tags tab, which shows:
- Number of operations per tag over the selected period
- Total deposit and credit amounts broken down by tag
- Each tag’s share of the overall transaction flow
This makes it possible to track how your deposit mix shifts over time: is the promo share growing, are compensations creeping above an acceptable threshold, is the corporate channel gaining traction?
Pair tag analytics with the shift report to see which shift or which admin concentrates unusual operations — a useful signal for both training and process review.
Common Questions
Section titled “Common Questions”Should I create a separate tag for every promotion?
Depends on frequency. If promotions rotate weekly, a single promo tag is simpler — use the transaction notes field for specific promo details. If you want to compare specific campaigns against each other, create a dedicated tag per campaign.
What happens to data when I remove a tag? IZI deactivates tags rather than deleting them permanently. All historical transactions retain their tag associations. Never delete an old tag after a promo ends — you will lose the ability to query that historical data.
Can players see tags? No. Tags are an internal club tool. Players do not see them in the mobile app or on receipts.
Related Sections
Section titled “Related Sections”- Bonus Report — Tags analytics — how to read the tag breakdown in the report.
- Operation categories — system-level cash register categories, work in parallel with tags.
- Shift report — view transactions in the context of a specific shift.
- Bonus balance — how a player’s internal account works; most tagged transactions affect it.
- AOV (average transaction value) — a metric that tagging lets you compute separately per segment.
Frequently asked questions
What are transaction tags in IZI?
Transaction tags are custom labels you attach to balance top-up and debit operations. They let you group transactions into meaningful categories and then view each category separately in analytics — beyond what standard reports show.
Why do transaction tags matter for a club owner?
Tags give you a breakdown that standard reports don't: see exactly how much came in from a weekend promo, from corporate clients, or from admin compensations — each as its own line in the tag analytics report.
How do I create a transaction tag in IZI?
Open Club → Transactions → Tags, click Add Tag, enter a name (up to 50 characters), and optionally add a description for your staff. The tag immediately becomes available to admins when they process a transaction.
Can a single transaction have multiple tags?
Yes. IZI lets you assign more than one tag to a transaction. This is useful when one operation belongs to two segments at once — for example, 'promo' and 'corporate'.
Where do I view analytics broken down by tag?
Go to Analytics → Bonus Report → Tags. You'll see transaction counts and amounts per tag for any selected period. You can also filter by tag in the full transaction history.
What is the difference between transaction tags and operation categories?
Operation categories are system-level labels for cash register movements (top-up, refund, cash collection, etc.). Tags are custom labels you define for your own tracking needs. They work in parallel — every transaction can have both a category and one or more tags.
Do tags need a staff retraining when a new one is added?
Yes, it is worth a brief briefing. A tag only works if admins actually select it for every relevant operation. Without a clear rule in the shift procedure, some transactions will remain untagged and skew your analytics.
How many active tags should a club maintain?
5 to 10 active tags is the practical ceiling for a single location. More than that, and admins start skipping tags or choosing the wrong one. Retire unused tags by deactivating them — history is preserved.