Client Notifications via IZI Automation
Client Notifications via IZI Automation
Section titled “Client Notifications via IZI Automation”Notifications in IZI are messages in the IZI mobile app that the client receives automatically when the right event occurs. No manual writing needed: configure a rule once, and every client gets the message exactly when it is relevant.
A notification is one of the actions in an automation rule. To set one up, start by creating a rule → Create an automation rule.
How delivery works
Section titled “How delivery works”Notifications are delivered through the IZI mobile app. Three conditions must be met:
- The client has the IZI app installed
- The client is signed in to the app
- Notifications from the app are allowed on the device
If any one condition is not met, the notification is not delivered. IZI does not return an error in this case — the rule status will show “Completed”.
Parameters for the “Send notification” action
Section titled “Parameters for the “Send notification” action”| Field | Limit |
|---|---|
| Title | Up to 40 characters |
| Message | Up to 120 characters |
Event variables can be used in the text — the same ones available in bonus formulas. Full list → Triggers catalog.
Step-by-step setup: bonus accrual notification
Section titled “Step-by-step setup: bonus accrual notification”Goal: client tops up their balance — they receive a notification with the bonus amount.
- Open Automation → Create rule
- Name: “Bonus notification on top-up”
- Trigger event: Balance top-up
- Conditions: leave empty (for all clients) or add a minimum amount threshold
- Action 1: Accrue bonuses — formula
{{topup_amount}} * 0.1 - Action 2: Send notification
- Title: “Bonus credited!”
- Message: “Bonuses have been added to your account for your top-up. Balance updated.”
- Enable the rule → Save
Typical scenarios and message copy
Section titled “Typical scenarios and message copy”Bonus accrual on top-up
Section titled “Bonus accrual on top-up”- Event: Balance top-up
- Title: “Bonus credited!”
- Message: “Thank you for topping up! Your bonuses are ready to use.”
New rank achieved
Section titled “New rank achieved”- Event: Group assigned
- Condition: Player group = Gold
- Title: “New rank — Gold!”
- Message: “You have reached Gold rank. Special perks are now unlocked for you.”
Full rank system guide → Client rank system.
Bar order cashback
Section titled “Bar order cashback”- Event: Order payment
- Title: “Cashback credited”
- Message: “Cashback from your order has been added to your bonus account.”
Welcome message for a new client
Section titled “Welcome message for a new client”- Event: Session completed
- Condition: Session count
=1 - Title: “Welcome!”
- Message: “Great to have you here! Welcome bonuses have been added to your account.”
How to avoid notification fatigue
Section titled “How to avoid notification fatigue”Multiple rules with notifications can become irritating if they fire too frequently. The selection principle: only notify about events with real value for the client.
Worth notifying:
- Bonus credited (client received something)
- Rank change (a meaningful milestone)
- Cashback on a large purchase (a meaningful amount)
Not worth notifying:
- After every completed session with no bonus
- After every small balance deduction
- On technical events that have no relevance to the client
Troubleshooting
Section titled “Troubleshooting”Client is not receiving notifications:
- Confirm the client has the IZI mobile app installed
- In the rule’s history, find the entry for this client — status should be Completed
- Ask the client to check notification settings on their device (iOS: Settings → IZI → Notifications; Android: Settings → Apps → IZI → Notifications)
Execution history → Rule execution history.
See also
Section titled “See also”Frequently asked questions
Are notifications sent to all clients or only those who have installed the app?
Only clients who have the IZI mobile app installed and have notifications enabled on their device. Clients without the app cannot receive notifications — this is not a system error, the delivery channel simply does not exist for them.
Can I see how many notifications actually reached clients?
The rule's execution history shows 'Completed' status — meaning IZI sent the notification. Delivery statistics (read/unread) are not available in the current version of the CRM.
How do I avoid overwhelming clients with notifications?
Choose events that have real value for the client: bonus accrual, rank change, threshold reached. A notification after every session with no bonus is noise. A good rule of thumb: if the client would not be glad to receive the message, do not send it.
Can I include the bonus amount in the notification text?
Yes. Use event variables — for example, {{topup_amount}} * 0.1 will substitute the calculated amount. The variable is inserted as an expression, not a pre-computed number — the final display depends on the app implementation.
Can I set up a notification for bonuses that are about to expire?
The current version of IZI does not have a 'Bonuses expiring soon' event — it is not in the triggers catalog. This scenario is not yet available through automation.