CRM Automations: Rules and Triggers in IZI

CRM: Automations

The Automations section of IZI CRM is a system of event-based rules that execute actions without cashier involvement. An event occurs (balance top-up, first visit, birthday) → conditions are checked → an action executes (accrue bonus, send notification, assign rank).

Automations handle loyalty routine: top-up bonus, welcome accrual, reminders for dormant clients, birthday greeting. A rule configured once runs without ongoing administrator supervision.

The section contains three key tools: rules (if X → then Y), actions catalog (what the system can do), and history (a log of all triggers for auditing).

What’s in this section

• Automations Overview — how the rules system works: events, conditions, actions
• Automations — list of all configured rules in the club
• Create Rule — step-by-step creation of a new automation rule
• Rule Conditions — available conditions: amount, segment, tariff, date
• Actions Catalog — what the system can do: accrue, notify, assign rank
• Automation History — trigger log: when, for whom, what action
• Rank System — automatic rank assignment to clients based on activity
• Notifications Setup — push and other notifications as an automation action

See also

• Bonuses
• Clients and Segments
• Mobile App