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Omnisend integration

Sync loyalty and referral data with Omnisend to personalize program communications

Ana Rincon avatar
Written by Ana Rincon
Updated this week

Omnisend and Rivo integration explained

Connect your loyalty program to Omnisend to harness the potential of personalized marketing. By syncing loyalty and referral data, you can build smarter segments and send targeted emails that drive long-term customer engagement.

✨ Omnisend integration is available on all paid plans. See pricing β†’


Use cases


How to connect Rivo with Omnisend

  1. From your Rivo Dashboard, go to Integrations

  2. In the Email & SMS Marketing section, click Omnisend

  3. On the integration page, enter the API key created for Rivo (Create an API key)

    Omnisend Integration page on Rivo
  4. Click Save

  5. Make sure you turn the integration to ON

    Omnisend Integration turned on
  6. Sync customers to start sending the data to existing customers.

Create an API key

  1. Log in to your Omnisend account

  2. From your profile menu, click on Store settings > API

  3. Click Create API key

  4. Enter a name for your API key and select the permissions. If you prefer creating a key with limited access, please make sure to check the Contacts option

    Creating an API key on Omnisend
  5. Click Create API key and copy the key to paste it into Rivo.

πŸ“ Important Note: You can only view your Omnisend API keys once. Be sure to copy and securely store each key for future use.


Viewing Rivo properties on contact profiles

  1. From Omnisend, click Audience

  2. In Contact list, search for a customer by email and click on their name. You can also search for a customer in a segment in the Segments tab

  3. Under Details, you'll see all the properties available for the customer. Here, you can view the loyalty and referral custom properties starting with rivo

    Rivo custom properties on contact profile

πŸ’‘ Tip: Connecting your Shopify store with Omnisend lets you view the customer tags on the contact profile. Use our Shopify tagging feature to identify VIP tier and referral tags

Rivo properties available

Custom property

Example

rivoBalance

1000

rivoDateOfBirth

1940-01-31

rivoLoyaltyStatus

member

rivoReferralUrl

rivoVipTierName

Gold

πŸ“ Note: Rivo does not collect your customers' year of birth, but since Omnisend needs dates in the YYYY-MM-DD format, we use a placeholder year to ensure compatibility.


Creating segments based on Rivo properties

  1. From Omnisend, click Audience

  2. Click on the Segments tab

  3. Click Create segment > Create from scratch

  4. Click Add filter

  5. Enter 'Rivo' to quickly view all the properties on the list and select the preferred option

    Creating an Omnisend segment
  6. If needed, add more filters to refine your segment

  7. Once it's ready, click on Save & show contacts

  8. Enter the segment's name and click Save.


Using Rivo properties in emails

Rivo custom properties can be used as personalization variables in Omnisend emails, whether you're sending campaigns or setting up automation workflows.

  1. From the Omnisend email builder, choose a template to work on

  2. Click on an existing text item or add a new one by clicking Quick add > Text

  3. Find the {...} button and click on it to add a personalization tag

  4. All Rivo properties appear at the bottom of the list with the Custom properties prefix. Select the preferred option

    Personalization tags in email builder
  5. Recommended: Add fallback text for the personalization tags in case there's an empty value

  6. Customize your email template and save changes.

Personalization tags

Personalization variable

Description

[[contact.custom_properties.rivoBalance]]

1000

[[contact.custom_properties.rivoDateOfBirth]]

1940-01-31

[[contact.custom_properties.rivoDateOfBirth|date:'%m-%d']]

01-31

[[contact.custom_properties.rivoLoyaltyStatus]]

member

[[contact.custom_properties.rivoReferralUrl]]

[[contact.custom_properties.rivoVipTierName]]

Gold

πŸ’‘ Tip: Personalization tags can be used in the subject line, the content of the message, and Content Blocks in the email message.


Common questions

Can I use Rivo data in automation workflows?

You can use Rivo custom properties as personalization variables in your emails or to create segments that can be used as audience filters within automations. Please note that Rivo triggers are not supported for now.

Can I change the birthdate year?

No, the year is a fixed placeholder added to meet Omnisend's date format requirements.

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