Bonuses & Loyalty Program in IZI CRM

Bonuses & Loyalty Program in IZI CRM

IZI CRM includes a built-in loyalty engine that lets you automatically credit bonuses when clients top up their balance, lets clients spend those bonuses on gaming time or orders, and gives managers clear analytics on whether the promotion is actually moving average check and ARPU. IZI stores the bonus balance separately from the gaming balance — every credit and debit is logged in the transaction journal with the executor name and the originating event. Bonus rules are configured through automation without any code: you pick a trigger event, set a condition on the top-up amount, and define a calculation formula — IZI does the rest without staff involvement. Every client card shows the current bonus balance and a real-time operation history.

How the Bonus Balance Works

Each registered client has two independent accounts: a gaming balance (for paying sessions at the tariff rate) and a bonus balance. In IZI, bonuses are denominated in monetary units and can be spent on gaming time or orders through the mobile app or at the cashier.

Bonus operation types (visible in the Bonus Operations report):

Operation type	Label in report	Executor
Automatic credit (rule fired)	Bonus Credit	System
Manual admin credit	Bonus Credit	Administrator
Client payment via app or cashier	Bonus Payment	System / Administrator
Manual admin write-off	Bonus Write-Off	Administrator
Bonus refund	Bonus Refund	System

Top-Up Bonus: Setup

The top-up bonus is the most common retention mechanic in IZI: a client tops up above a threshold and automatically receives bonus credits. It is configured through Automation.

How to Create a Rule

1. Open Automation in the organization menu.
2. Click Create Rule.
3. Select the trigger event Balance Topped Up (BALANCE_TOPPED_UP).
4. Add a condition: variable topupAmountMajor — the threshold amount you need.
5. Add the action Credit Bonuses and specify the calculation formula. The formula can use event variables (topupAmountMajor) and client context (bonusBalanceMajor, totalSpentMajor, and others).
6. Name the rule; optionally restrict it to specific clubs in your network.
7. Save and enable the rule.

After saving, every qualifying top-up triggers the credit automatically. You can create multiple rules with different thresholds — each runs independently.

Payment Sources

The rule fires across all top-up sources:

• App — online payment via acquiring (ACQUIRING)
• Card Payment — POS terminal at the cashier (POS_TERMINAL)
• Cash — cash register (CASH)

To filter by source inside the rule, use the condition variable topUpSource.

Manual Bonus Operations

An admin can credit or write off bonuses directly from a client card in IZI CRM.

Crediting: Transactions section → Credit Bonus Balance button → enter amount and optional comment. The operation is recorded in the report with executor Administrator.

Write-off: same section → Bonus Write-Off → enter amount. Appears as Bonus Write-Off in the log. Useful for correcting erroneous credits or fulfilling promotion terms.

Analytics: Bonus Reports

Bonus Operations Report

Analytics → Bonuses (the Metrics tab) displays summary KPIs for the selected period:

Metric	What it counts
Credited	Total bonuses credited, including rule-based and manual operations
Spent	Bonuses used by clients for payment
Written Off	Volume of manual admin write-offs
Average per client	Average credit among clients with at least one credit
Max per client	Highest single-client credit
Clients credited	Unique clients who received bonuses in the period

The Operations tab gives a paginated log of every transaction with filters by amount, type, and date.

The Bonus Operations by Tags section shows a breakdown by rule labels: number of operations, total and average amount, and share of all credits (%).

Top-Up Bonus Report

A dedicated IZI report for evaluating the top-up bonus promotion. It supports side-by-side comparison of two periods — current and baseline — so you can see how the cohort’s behavior has changed.

Report KPIs:

Metric	What it counts
Operations	Number of rule triggers in the period
Top-Up Amount	Top-ups that triggered at least one bonus rule
Bonuses Issued	Total bonuses credited by top-up rules
Unique Clients	Clients who received a bonus at least once
Repeat Clients	Clients who qualified for the rule more than once
Club Average Check	Average check across all club top-ups (no promotion filter)
Promotion Average Check	Average check of top-ups among promotion participants
Difference	How much the promotion average check exceeds the club average

Comparative metrics (require a baseline period selection):

• Average Check — baseline / current and Average Check Growth (%) — the cohort in the baseline vs the current period.
• ARPU — baseline / current and ARPU Growth (%) — revenue per client (top-ups minus refunds) divided by cohort size. This is the honest signal: is the promotion lifting per-client revenue, not just top-up volume?

Breakdowns:

• By Rule — which rule produced how many clients, operations, and top-up volume.
• By Source — app / card payment / cash.
• Daily Activity — trend of operation count and top-up amount by day.

The report exports to CSV.

Additional Automation Actions

Beyond crediting bonuses, an IZI automation rule triggered on top-up can simultaneously:

• Assign a client group — for example, move the client into a VIP segment.
• Remove a client from a group.
• Send a push notification to the mobile app (title up to 40 characters, body up to 120 characters).

All four actions (ADD_BONUS, ASSIGN_GROUP, UNASSIGN_GROUP, SEND_PUSH) can be combined in a single rule.