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Promo Code Activations in IZI

Published: · Updated: (13 days ago)· IZI Team

Promo Code Activations: Full Usage Log Across Your Club Network

Section titled “Promo Code Activations: Full Usage Log Across Your Club Network”

The Activations section in IZI CRM is a timestamped log of every promo code redemption across your entire organization. Each record captures the activation date, the client (player), the club where it happened, the promo code used, and the bonus amount credited to the player’s balance. The list consolidates data from all clubs in your network into a single view you can filter and export. Activations are created automatically — when a player enters a code in the mobile app or at the front desk, IZI runs a series of checks (is the promo campaign active, is the code available at this club, has this player already used it?) and, if everything passes, atomically credits the bonus and writes the activation record.

A successful activation writes the following fields:

CRM columnContents
Activation dateExact date and time of the event
ClientPlayer name, clickable to the client card
ClubThe club where the activation happened
Promo codeThe code string, clickable to the code card inside the campaign
BonusAmount credited to the player’s balance at the moment of activation

Clicking a row opens the detail card, which also shows technical identifiers — activation ID, client ID, and promo code ID — useful when contacting support or debugging integrations.

Understanding what happens under the hood helps you interpret the data correctly.

  1. A player enters the code in the app or at the desk.
  2. IZI looks up the promo code by string and organization.
  3. The system checks the campaign: is it active, has the start date passed, has the end date not expired?
  4. Club check: if the code has a club allowlist, the current club must be on it.
  5. Uniqueness check: the pair (this promo code + this player) must not already exist — one player cannot activate the same code twice.
  6. Limit check: if maxActivations is set, usedCount must be below the ceiling.
  7. If all checks pass, IZI atomically creates the activation record and credits the bonus.
  8. If the bonus credit fails, the activation is rolled back entirely — no orphaned records.

This means every record in the Activations log guarantees that the bonus was actually credited. There is no state where a player “activated but did not receive the bonus” in normal operation.

Failed attempts do not appear in the log — no record is created. Possible rejection reasons:

  • Promo code not found in the organization
  • Campaign is archived or inactive
  • Campaign period has not started yet or has already ended
  • Code is not available at this club
  • This player has already used this code
  • Activation limit is exhausted

If a client says a code “did not work” but there is no record in the log, one of the checks above rejected the attempt.

The filter panel at the top of the section accepts any combination of conditions:

FilterPurpose
From / ToNarrow by activation date range
ClientShow activations for one specific player
All Promo CodesSelect a single code for deep analysis
ClubsRestrict to one or more clubs in the network
Bonus AmountSet a from/to range for the credited bonus

Analyze a specific promotion. Open the Activations section, pick the target code in the Promo Codes filter, and see every client who used it — with dates and clubs.

Resolve a client support request. Set the Client filter to the player in question. You immediately see their full activation history, making it easy to confirm or refute their claim.

Compare clubs. Filter by club and date range to understand how promo codes perform at a specific location. Repeat for another club to compare uptake.

Find anomalies. Use the Bonus Amount range filter to surface activations with unexpectedly high bonus values — for example, if a high-denomination code was shared more broadly than intended.

Click Export in the top-right corner to download all records matching the active filter. Without filters, the full history is exported. Typical uses:

  • Importing into a spreadsheet for financial reconciliation
  • Building campaign effectiveness reports
  • Cross-checking with external loyalty systems
  • Sharing raw data with your marketing team

The Activations section is visible to CRM users with the PROMO_CAMPAIGN_READ organization permission. Creating and editing promo codes and campaigns requires PROMO_CAMPAIGN_WRITE. Both permissions are managed in user roles at the organization level.

How Activations Fit into the Full Promo Chain

Section titled “How Activations Fit into the Full Promo Chain”

Activations are the outcome layer of a three-part structure in IZI:

  1. Promo Campaigns — the container: name, active period, club scope, status.
  2. Promo Codes — individual codes inside a campaign, each with a bonus amount and an optional activation limit.
  3. Activations (this page) — the ledger of actual uses: who redeemed which code, when, and at which club.

This separation lets you, for example, run a single campaign with hundreds of unique single-use codes (one per invited client) and then verify exactly who redeemed their offer — either here in the Activations log or through the client history view.

Frequently asked questions

What is a promo code activation?

An activation is the moment a player enters a promo code in the app or at the desk, the system validates it, and credits a bonus to their balance. Each activation creates a record with the date, client, club, promo code string, and the bonus amount credited.

Where do I find activations in IZI CRM?

Go to Organization → Marketing → Promo Campaigns → Activations tab. All activations across every club in your network are shown in a single list.

What data is stored for each activation?

The system saves: activation date and time, client name (player), the club where the code was used, the promo code string, and the bonus amount credited to the client's balance.

Can one player activate the same promo code twice?

No. The system tracks the pair (promo code + player). A second attempt with the same code returns an error. This is enforced at the database level and requires no configuration.

What happens when a promo code hits its activation limit?

If a code has a maxActivations limit set and the usedCount reaches that ceiling, the next player cannot activate it. The code's Exhausted flag becomes true in the promo codes table.

Can a promo code be restricted to specific clubs?

Yes. When creating a promo code you can specify which clubs it is valid in. Attempts to activate it at any other club are rejected with an error.

How does bonus crediting work after activation?

Once the activation record is written, IZI immediately credits the bonus to the player's balance at the club where the activation happened. The amount is taken from the code's bonusAmount field and attributed to that specific activation. If the credit fails for any reason, the entire activation is rolled back — no partial states.

How do I filter activations for one specific campaign?

Open the Activations section, expand the All Promo Codes filter, and select the promo code you want. The table narrows to that code only. You can combine this with filters for club, client, date range, and bonus amount.

What does the Bonus Amount filter do?

It lets you set a from/to range (in the club's base currency unit) to isolate high-value activations or spot anomalies — for example, a large-denomination code that was distributed more widely than planned.

How do I export activations?

Click Export in the top-right corner of the Activations section. The export includes every record that matches the current filter. Without filters, the full history is exported. Use it for spreadsheet analysis, finance reconciliation, or passing data to your marketing team.

What permissions are needed to view activations?

The PROMO_CAMPAIGN_READ organization permission grants read access to this section. Creating or editing promo codes and campaigns requires PROMO_CAMPAIGN_WRITE. Both are configured in user roles at the organization level.

Can I view all activations for one specific client?

Yes. Use the Client filter, select the player, and the table shows only their activations. This is useful when a client claims a code did not work — you can immediately confirm whether an activation record exists.