How to Set a Top-Up Bonus Percentage in IZI
How to Set a Top-Up Bonus Percentage for Your Gaming Club in IZI CRM
Section titled “How to Set a Top-Up Bonus Percentage for Your Gaming Club in IZI CRM”Top-up bonuses in IZI are powered by the Automations module — a rule engine that
follows an event → condition → action pattern and fires without any manual input from
staff. You create one or more rules tied to the Balance Top-Up event, optionally
add an amount condition, and write a formula such as {{topupAmountMajor}} * 0.1 for
10% of the deposit. Once saved, IZI awards bonuses automatically on every qualifying
top-up — whether the client pays through the app, by card at the terminal, or in cash
at the front desk. There is no limit on the number of active rules, so you can build a
tiered ladder with different rates for different amount brackets. Results are visible in
Analytics → Top-Up Bonus broken down by rule and by
day from the moment each rule activates.
Step 1. Open Automations
Section titled “Step 1. Open Automations”In the CRM sidebar navigate to Organization → Automations. The page lists every rule you have created, showing its active status and the clubs it covers. Click Create Rule in the top-right corner.
Step 2. Fill in the rule’s basic fields
Section titled “Step 2. Fill in the rule’s basic fields”The Create Automation Rule form opens with the following fields:
| Field | What to enter |
|---|---|
| Rule Name | A clear label such as “10% bonus on top-up” |
| Description | Optional; useful for your team to understand intent |
| Rule Active | Toggle on to activate immediately after saving |
| Clubs | Leave blank to apply to all clubs, or pick specific ones |
Step 3. Set the trigger event
Section titled “Step 3. Set the trigger event”In the Event block, open the Client Event dropdown and select:
Balance Top-Up (internal code BALANCE_TOPPED_UP)
This event fires at the moment of any balance top-up — via the app (ACQUIRING),
card payment at a POS terminal (POS_TERMINAL), or cash (CASH). The payment
source is available as the variable topUpSource and can be used in conditions.
Step 4. Add an amount condition (optional)
Section titled “Step 4. Add an amount condition (optional)”Conditions let you restrict the rule to a specific top-up range. If you want a flat rate on any amount, skip this step.
To build a tiered ladder, add a condition:
- Variable: Top-Up Amount (
topupAmountMajor) - Operator: ≥ for the lower bound
- Value: the minimum amount in the currency’s major units (whole numbers only)
For an upper bound, add a second condition with operator < and join them with AND.
Example: three tiers based on your AOV
Section titled “Example: three tiers based on your AOV”Let N be your club’s average order value (AOV). A parametric tiered ladder looks like this:
| Rule | Amount condition | Formula |
|---|---|---|
| Tier 1 | ≥ AOV × 1.3 | {{topupAmountMajor}} * 0.05 |
| Tier 2 (anchor) | ≥ AOV × 2.5 | {{topupAmountMajor}} * 0.12 |
| Tier 3 (large) | ≥ AOV × 5 | {{topupAmountMajor}} * 0.20 |
For the full methodology behind tiered bonus design, see the AOV uplift via top-up bonus playbook.
Step 5. Add the “Award Bonuses” action
Section titled “Step 5. Add the “Award Bonuses” action”In the Actions block click Add Action and choose Award Bonuses.
A Bonus Award Formula field appears. Enter an arithmetic expression using
variables in double curly braces: {{variable_name}}.
Variables available for the Balance Top-Up event
Section titled “Variables available for the Balance Top-Up event”| Variable | Meaning |
|---|---|
topupAmountMajor | Top-up amount in major currency units |
topUpSource | Payment channel: ACQUIRING / POS_TERMINAL / CASH |
gamingBalanceMajor | Client’s current gaming balance |
bonusBalanceMajor | Client’s current bonus balance |
totalSpentMajor | Total amount the client has spent across all time |
sessionsCount | Total number of sessions the client has completed |
Formula examples
Section titled “Formula examples”{{topupAmountMajor}} * 0.10Award exactly 10% of the top-up amount.
{{topupAmountMajor}} * 0.05 + 505% plus a flat 50-unit bonus on top.
{{topupAmountMajor}} * 0.1515% — suitable for a high-value tier.
The formula engine supports +, -, *, /, and parentheses. The result is
rounded to the nearest whole bonus unit. Always wrap variable names in double
curly braces: {{topupAmountMajor}}.
Step 6. Save the rule
Section titled “Step 6. Save the rule”Click Save. If the Rule Active toggle is on, the rule goes live immediately — the next qualifying top-up will trigger bonus credit automatically.
To create an additional tier, return to Step 2 and create another rule with a different amount range.
Verifying that the rule works
Section titled “Verifying that the rule works”Check via Analytics
Section titled “Check via Analytics”Open Analytics → Top-Up Bonus. The dashboard shows:
- Operations — how many times the rule has fired
- Top-Up Amount — total volume of deposits that matched the rule
- Bonuses Awarded — total bonus units credited
- By Rules — a breakdown row for each individual rule
The By Rules table is the fastest confirmation: as soon as the rule fires once, a row appears with the rule name, client count, operation count, and deposit total.
Check via payment source
Section titled “Check via payment source”The By Source table shows the split between app payments, card terminal, and cash. This tells you which channel drives the most top-ups covered by your bonus rules, which is useful when tuning source-specific conditions.
Managing existing rules
Section titled “Managing existing rules”Enabling and disabling
Section titled “Enabling and disabling”Each rule in the list has an active toggle. Use it to temporarily pause a rule — for example during a promotional period with different terms — without deleting it.
Editing
Section titled “Editing”Click any rule in the list to open its form pre-filled with existing values. Make your changes and click Save.
Archiving
Section titled “Archiving”Rules can be archived. Archived rules do not fire but their execution history remains visible in analytics. Switch between active and archived views using the archive icon in the top-right corner of the Automations page.
Frequently asked questions
Section titled “Frequently asked questions”How many rules can I create? There is no limit. You can create a separate rule for each amount tier, for specific clubs, or for specific payment sources.
What if two rules both match the same top-up? Both fire and bonuses are stacked. To avoid this, use non-overlapping ranges: Tier 1 covers amounts from X to Y, Tier 2 covers amounts from Y upwards.
Can I award bonuses only when a client tops up through the app?
Yes. Add a condition: topUpSource equals ACQUIRING. Card terminal and cash
top-ups will then be excluded from the rule.
How do I estimate a safe bonus rate that does not eat into margin? Use your gaming time margin M as a reference. The break-even bonus ceiling is M% multiplied by the share of gaming time in your average order value. A healthy operational rate is typically 2–3× below that ceiling — high enough to drive behaviour, low enough to protect margin.
What to read next
Section titled “What to read next”- AOV uplift via top-up bonus playbook — three-tier ladder methodology with parametric formulas
- How to track club ARPU — where to monitor per-client revenue dynamics after launching bonuses
- Client groups — how to segment clients into groups and use groups as rule conditions
Frequently asked questions
Where in IZI CRM do I configure a top-up bonus?
Go to Organization → Automations. Create a rule with the trigger event Balance Top-Up (BALANCE_TOPPED_UP) and the action Award Bonuses, then enter your formula.
How do I award exactly 10% of the top-up amount as bonuses?
In the Bonus Award Formula field enter: {{topupAmountMajor}} * 0.1. IZI evaluates this expression on every qualifying top-up and credits the result as bonus units.
Can I set different bonus rates for different top-up amounts?
Yes. Create multiple rules with the same trigger event but different amount conditions — for example one rule for amounts between 1× and 2× your average order value, another for amounts above 2×. The rules fire independently, so make sure the ranges do not overlap.
Which clubs does an automation rule apply to?
By default a rule applies to all clubs in your organization. To limit scope, select specific clubs in the Clubs field when creating the rule.
How do I verify that the rule is working after I save it?
Open Analytics → Top-Up Bonus. The By Rules table shows a row for each rule the moment it fires, including a count of clients, operations, and total top-up amount.
What happens if a client's top-up qualifies for more than one rule at the same time?
All matching rules fire and bonuses are stacked. To prevent double-counting, define non-overlapping ranges: Tier 1 from X to Y, Tier 2 from Y upwards.