Client Notification Templates in IZI CRM

Notifications are automatic messages IZI sends to clients on key events: session start, balance top-up, bonus accrual. Configure templates once so clients receive timely and clear information without admin involvement.

Where to open: left panel → Settings → Notifications

Notification Channels

IZI supports three delivery channels:

Push notifications — sent via the IZI mobile app. Work without additional cost, but only for clients with the app installed and notifications enabled.

SMS — delivered to the client’s phone number. Require a connected SMS provider and balance in the provider account. Higher reach than push (reaches clients without the app), but more expensive.

Email — sent to the client’s email address. Suitable for extended messages: receipts, session detail, marketing emails.

You can enable one or more channels independently for each event.

Trigger Events

Notifications fire on specific system events. Core events:

Event	When it fires
Session start	Admin starts a session on the client’s PC
Session end	Session closed, time expired or balance ran out
Balance top-up	Client topped up via POS or app
Bonus accrual	Bonus points credited to client
Low balance	Client balance dropped below a set threshold
Registration	New client registered in the system
Multipass purchase	Client bought a subscription

Each event has a separate template. Enable only notifications that are genuinely useful to your clients — too many messages reduces loyalty.

Template Variables

A template is message text with placeholders that IZI replaces with real data when sending. Variables use double curly braces.

Available variables (shown in the editor next to the template field):

Variable	What is substituted
{{client_name}}	Client name from profile
{{balance}}	Client’s current balance
{{session_duration}}	Session duration
{{bonus_amount}}	Bonus amount accrued
{{club_name}}	Club name
{{topup_amount}}	Top-up amount

The variable list differs by event. Don’t use a variable that’s not in the list for that event — it will be sent to the client as literal {{variable_name}}.

How to Edit a Template

1. In the Notifications section, find the relevant event.
2. Click the template to open the editor.
3. Write the message text, inserting variables from the list alongside.
4. Select delivery channels (push / SMS / email).
5. Click Preview to see how the message looks with test data.
6. Click Save.

Text recommendations:

• For SMS: keep length under 160 characters (one SMS). A longer message splits into multiple and charges double/triple.
• For push: title up to 50 characters, text up to 100 characters — so the message displays in full without truncation.
• For email: use a greeting with the client’s name — personalisation increases open rates.

Test Send

Before activating a notification, test it:

1. In the template editor, click Send Test.
2. Enter your phone number or email.
3. Receive a message with substituted test data.
4. Verify variables were replaced correctly, text is readable, no extra characters.

Test SMS charges against the SMS provider balance the same as real messages.

Enabling and Disabling Notifications

Next to each template is an activity toggle. An inactive template is not sent, even if the event occurs.

Disable notifications that aren’t useful to your audience. For example, if most clients are regular gamers who know the club well, a “Welcome on Registration” notification may irritate rather than delight.

Notification Language

Language is set by the template text — write in the language your clients speak. For a multilingual audience, you can’t send one event in multiple languages automatically — IZI uses one template per event.

Choose the language most common among your audience. If the club serves clients in multiple languages — use the one understood by the majority.

Related

• Loyalty Programme — bonuses and events for notifications
• Integrations Overview — SMS provider connection
• Mobile App — how push notifications work