Discounts and Promo Codes in IZI CRM: Setup and Protection
Discounts and Promo Codes in IZI CRM: Setup and Protection
Section titled “Discounts and Promo Codes in IZI CRM: Setup and Protection”Discounts in IZI work automatically: set a rule — the system applies it at every matching purchase without cashier involvement. Promo codes are targeted one-off campaigns. To set up a discount: Tariffs → Discounts tab → “Add discount” → specify which tariffs, who receives it, what percentage, and on what schedule → save.
Types of discounts in IZI
Section titled “Types of discounts in IZI”Automatic discounts by client group — applied when a client from a specific group buys a tariff matching the discount rule. Students get 20% off day tariffs on weekdays — no cashier action required.
Discounts by tariff category — applied to all tariffs in a specific category. Example: 10% off the entire “Day” category on Mondays.
Scheduled discounts — active only within a defined time window. A 25% morning discount from 10:00 to 14:00 on weekdays — an off-peak loading tool.
Promo codes — single-use or activation-limited codes. The client enters a code at top-up or purchase — receives a bonus balance credit or a tariff discount.
Step 1. Create a client group (if needed)
Section titled “Step 1. Create a client group (if needed)”For segment-based discounts, first create a group:
CRM menu → “Clients” → Groups section → “Add group” → set a name (“Students,” “VIP,” “Corporate,” “Regulars”).
Add clients to a group manually from their card or via an automation rule (e.g. all clients with a verified student status).
Step 2. Open the discounts section
Section titled “Step 2. Open the discounts section”CRM menu → the relevant club → “Tariffs” → switch to the “Discounts” tab → click “Add discount.”
Step 3. Configure the discount rule
Section titled “Step 3. Configure the discount rule”In the discount card, fill in:
Name — internal, for the cashier and analytics. “Student discount 20% weekdays” — self-explanatory.
Applies to tariffs — select specific tariffs or tariff categories. Important: discounts apply to tariffs (gaming time), not to bar products or merch.
Client group — select who receives the discount: a specific group (“Students”) or all clients. If left as “All” — the discount acts as a general promotion.
Discount percentage — reduction as a percentage of the tariff price. Range 0–100%.
Schedule — if the discount should only work during certain hours: attach a schedule. This allows the student discount to work only on weekdays 10:00–17:00.
Minimum amount — minimum order amount for applying the discount (optional).
Step 4. Save and verify
Section titled “Step 4. Save and verify”Click “Save.”
Verification: buy a tariff under the discount rule from a client in the relevant group. The line item should show the reduced price. Verify the discount does not apply outside the schedule (if one was set).
Setting up promo codes
Section titled “Setting up promo codes”Promo codes differ from discounts: they are single-use codes for targeted campaigns. Useful for:
- Club opening: “first 100 clients enter code OPEN100 and get +50 bonus credit”
- Blogger collaborations: “with a promo code from channel X — one free gaming hour”
- Referral program: “bring a friend, get a bonus”
- Corporate clients: a personal code per company
Creating a promo code:
Section “Promo codes” (or “Automations” depending on CRM version) → “Add promo code” → fill in:
- Code (a unique, non-guessable string)
- What is credited: bonus balance amount or discount percentage
- Global activation limit (100, 500, unlimited)
- Account limit (1 — one client activates once)
- Promo code expiry date
Protection against abuse
Section titled “Protection against abuse”Discounts and promo codes are a potential loss point if limits aren’t set.
For promo codes:
| Risk | Protection |
|---|---|
| Code leaked publicly, mass activations | Activation limit + expiry date |
| One client activates multiple times | Limit of 1 per account |
| New-client promo used by regulars | Condition “first top-up only” |
| Student promo used by non-students | Tie to “Students” group with verification |
For automatic discounts:
| Risk | Protection |
|---|---|
| Discount not turned off after promotion ends | Schedule with end date |
| Discount stacks with promo code | Check the combination policy in settings |
| Cashier manually adds their own discount | Restrict manual cashier discounts via role permissions |
Monitoring: regularly review the discount report in the shift report. An abnormal volume of discounts in a specific shift is a signal for review.
Discount patterns for typical clubs
Section titled “Discount patterns for typical clubs”Student discount:
- Group: “Students” (verified with documentation at registration)
- Tariffs: all day categories
- Percentage: 15–25%
- Schedule: Mon–Fri 10:00–18:00
- Goal: load off-peak, attract a paying young audience
Weekday morning discount:
- Group: all clients
- Tariffs: standard tariffs (not VIP)
- Percentage: 20–30%
- Schedule: Mon–Fri 10:00–14:00
- Goal: fill dead morning hours
Corporate discount:
- Group: “Corporate” (companies with a signed agreement)
- Tariffs: all or selected
- Percentage: 10–20%
- Schedule: no restriction
- Goal: B2B segment with regular orders
Parameters (discount percentage, schedule) — substitute your own based on utilization and margins. The patterns above are not tied to any specific currency.
Discounts and the loyalty program
Section titled “Discounts and the loyalty program”Discounts reduce the price immediately. Top-up bonuses work with the deposit and bring clients back. These are different tools with different goals.
Combination: off-peak discount + elevated top-up bonus during the same hours — a double incentive. One lowers the purchase barrier, the other creates a reason to return.
What’s next
Section titled “What’s next”Frequently asked questions
How does an automatic discount for a client group work?
You create a group (e.g. 'Students'), add a discount: which tariffs/categories it applies to, and what percentage reduction. When a client from this group buys a tariff — the discount is applied automatically; the administrator doesn't manually enter anything.
Can a discount be restricted to weekday hours only?
Yes. In the discount settings, specify a schedule: the discount is active only on certain days and hours. Student discount on Friday evenings — that's your decision, not a system restriction.
Is a promo code the same as a top-up bonus?
Technically both add to the bonus balance. The difference: a top-up bonus triggers on a client action (balance top-up) automatically. A promo code is a targeted campaign — the client enters a code and receives a credit. Promo codes are good for club openings, blogger collaborations, referral programs.
How do I protect against promo code abuse?
Set a global activation limit (number of uses) and an account limit (one promo code — one account). For new clients, add the condition 'first top-up only.' Promo codes with unlimited activations are a risk: if the code leaks publicly, you'll get mass abuse.
Can I create a discount that only applies when the order exceeds amount N?
A minimum order amount for applying the discount is set in the discount rules. This allows creating a 'minimum spend' discount: e.g. 15% off an evening tariff only on orders above a certain threshold.
Where in analytics can I see how many discounts and promo codes were issued?
In the transaction section and shift report: discount lines are marked separately. For promo codes — the promo code analytics section (if available in your CRM version). For automatic discounts — the discount summary in the shift report.