Three Bricks of IZI Loyalty: How They Work
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Three Bricks of IZI Loyalty: How They Work
Section titled “Three Bricks of IZI Loyalty: How They Work”IZI’s loyalty program does not live in a single section. It is assembled from three independent tools, each with a specific job. This page explains what each tool does and how they work together. Step-by-step configuration guides are linked at the end — this page is the conceptual layer.
Brick 1 — Player Groups: State Storage
Section titled “Brick 1 — Player Groups: State Storage”Club → Settings → Player Groups
A group is a label on a customer. Technically it is simply the record “customer X is a member of group Y”. A customer can belong to any number of groups simultaneously.
Groups have no logic of their own — they are passive. They do not trigger rules or accrue anything by themselves. Their value lies in the fact that the other two tools depend on them.
Player groups serve three roles in a loyalty program:
- Tiers. Bronze, Silver, Gold, VIP — these are just groups you name as tiers. IZI imposes no hierarchy; you create as many as you need.
- Segments. Students, Corporate, Regular Visitors — groups for customer segments that receive special conditions regardless of tier.
- Automation conditions. “Fire only if the customer is already in Gold” or “Do not fire if already in WelcomeReceived” — these are evaluated via group membership.
More on creating and managing groups: Player Groups in IZI.
Brick 2 — Automations: The Rules Engine
Section titled “Brick 2 — Automations: The Rules Engine”Organisation → Marketing → Automation
An automation is a rule in the format “event → conditions → actions”. Every time an event occurs, IZI evaluates the conditions and, if met, executes the specified actions — without administrator involvement.
Available triggers (when the rule can fire):
| Trigger | When it fires |
|---|---|
| Session ended | When a customer’s gaming session is closed |
| Balance topped up | On any top-up of a customer’s gaming balance |
| Order paid | When a bar item is paid |
| Group assigned | When a customer is added to any group |
Conditions (what is checked before firing):
Accumulated customer stats at that club: “Play time (sec)”, “Total spent”, “Session count”, “User groups” (includes / does not include a specific group).
Multiple conditions can be combined — they are evaluated with AND logic.
Actions (what happens when conditions are met):
- “Assign group” — add the customer to the specified group
- “Unassign group” — remove the customer from the specified group
- “Add bonus” — accrue a bonus via an arithmetic formula using customer variables
- “Send push” — deliver a push notification with a title and message body
Automations are what make the loyalty program live: customer crosses the hours threshold → rule fires → Gold group assigned → discount starts applying at the register.
Full automation reference: Automations Overview. Top-up bonus formula setup: How to Set Up Top-Up Bonus Percentage.
Brick 3 — Group Discounts: Privilege at the Register
Section titled “Brick 3 — Group Discounts: Privilege at the Register”Club → Settings → Discounts
A group discount is a rule: “for customers in group X, apply discount Y% on tariff Z”. The discount applies automatically at the register when calculating a session or a bar order.
Key parameters:
- Groups — one or more groups the discount applies to
- Percent — the discount size (percentage only; fixed-amount discounts are not supported)
- Can be restricted to specific tariffs or product categories
The discount is active exactly as long as the customer is in the group. Add the customer to Gold → discount activates. Remove them from the group → discount stops. No additional configuration needed.
How the Three Bricks Work Together
Section titled “How the Three Bricks Work Together”Three tools, three layers. In combination they form a closed loop:
- A group records the customer’s current tier.
- An automation monitors accumulated stats and moves the customer to the next group when a threshold is crossed.
- A group discount automatically grants a privilege to all group members at the register.
- A second automation can grant an enhanced top-up bonus to customers already in the target group.
A typical configuration for a single “Gold” tier:
- Group “Gold” created in Player Groups
- Rule 1 (automation): “Session ended” + “Play time (sec) ≥ threshold” → “Assign group Gold”
- Rule 2 (automation): “Balance topped up” + “User groups includes Gold” → “Add bonus” with formula
- Discount: group “Gold”, percent X → applied automatically at register
The bricks can be combined freely. Discounts without bonuses — works. Bonuses without discounts — works. Multiple segments with different conditions — works. Each tool is independent and does not require the others.
Related Guides
Section titled “Related Guides”- How to Set Up a Loyalty Tier Program — step-by-step: Bronze/Silver/Gold setup
- How to Set Up Top-Up Bonus Percentage — formulas, variables, multi-tier bonus ladder
- Automations Overview — full reference for all triggers, conditions, and actions
- Loyalty Program: Section Overview — map of all loyalty use-case guides
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What is a player group in IZI and how does it relate to loyalty?
A group is a label attached to a customer — a customer can be in multiple groups simultaneously. In a loyalty program, groups serve three roles: defining tiers and segments, acting as conditions in automations ('only fire if customer is in the Students group'), and targeting discounts ('15% for Gold members only'). Created in Club → Settings → Player Groups.
Can a customer be in multiple groups at the same time?
Yes. A customer can belong to any number of groups. For example, they can be in 'Gold' (a tier by hours played) and 'Students' (a segment) simultaneously. Each group can have its own discount rule or automation condition independently.
How does an automation know when to move a customer to the next tier?
Each time a trigger event fires (e.g., 'Session ended'), the rule checks the customer's cumulative stats at that club: play time in seconds, total spend, or session count. If the accumulated value exceeds the set threshold, the 'Assign group' action fires.
Are group discounts set at the club level or organisation level?
At the club level. Group discounts are configured in Club → Settings → Discounts for each club separately. If you have multiple clubs, you need to configure discount rules in each one.
What happens if two automation rules qualify at the same time?
Both fire. If a customer qualifies for two rules on the same event, IZI executes all actions from both. To prevent unintended stacking, use the 'User groups does not include <group>' condition — this prevents re-firing for customers already assigned to the target group.
How do I verify that an automation rule is working?
Manually assign a test customer to the target group and verify the discount applies at the register. To check bonus accrual, make a test top-up and review the customer's transaction history in CRM.
Why three separate tools instead of one built-in loyalty module?
Because each tool has a distinct job: groups store customer state, automations change that state based on rules, and discounts apply the privilege at the register. The separation lets you mix and match freely — discounts only, bonuses only, segments without tiers — whatever the use case requires.