Introduction

Migrating to store credit may be required if you're launching a membership program, updating your loyalty strategy, or planning to integrate with Shopify's native store credit system for a more seamless customer experience.

What is Rivo's store credit?

Store credit is a program currency that reflects value in your store's base currency. Its worth is set by you, allowing full control over how customers earn and redeem rewards.

It helps keep reporting and accounting simpler and more transparent for both admins and customers
It's displayed in real currency values, so customers immediately understand its worth
Store credit also integrates seamlessly with Shopify's checkout, allowing customers to use it for discounts, gift cards, or as a payment method during checkout.

Requesting the migration

To switch your program's currency, please reach out to your Customer Success Manager and request the update, including the following details:

The desired conversion rate between points and store credit (e.g. 100 points = $1.00 credits)
The new redemption method for customers to spend their store credit (e.g. discount codes, gift cards, or Shopify's native store credit)
The new thresholds for the VIP Tiers, if applicable
The date when you'd like the migration to take place.

The Rivo team will review your program data and settings with you before the migration to ensure a smooth transition across your Points program, Referrals program (if points are currently used as rewards), and VIP Tiers program (if applicable).

💡 Your CSM might ask additional questions based on your current program setup.

What will change

After the migration, your program will operate using store credit instead of points. Most areas of your Rivo account will remain unaffected, though some data will change in the sections listed below.

Item	Admin experience	Customer experience
Analytics	We will reset: Outstanding Earnings Balance, Redemption Rate, Total Balance Tally, Rewards Redeemed & Activities Completed	-
Credits program logs in Activity	All logs from points earned and spent by a customer will remain, but you'll see the values converted to $0.00	-
Customer's balance	Balances are reset to $0.00	The customer's balance is set to $0.00
Customer's individual program activity	The Points tab gets removed	The customer's activity table is cleared
Ways to Earn	Values are reset to $0.00	-
Ways to Redeem	New rewards must be set based on the redemption method	-

What will not change

Rewards history – All rewards created for each customer will remain and retain their discount value. Any unused rewards (with Issued status) will still be visible and redeemable for customers
Emails sent history – All the emails sent from Rivo will remain available in the customer's profile
VIP tier statuses – Unless you modify the tier thresholds or use Points earned as the entry method, customers will keep their current tier status. These settings also determine the VIP Tiers data shown in Analytics and data exports
Revenue and customers data – The revenue from the programs and the members added to the program will remain available
Referrals analytics – Data for referrals in Analytics and on the Referral Campaigns dashboard will remain available.

Important considerations

Once the program currency is switched, you'll need to manually update the language across your emails and loyalty components in the store and at checkout – especially any references to points, rewards, or balances
Please go to Branding > Translation > Points and update the translation under General add points default note. This note is displayed to customers in their program activity after the store credit migration
Rivo doesn't manage customer communications, so you'll want to create a plan to inform customers about the currency change. This is a great opportunity to explain what's new and highlight how the update will improve their experience. You may also want to share the scheduled migration date in advance and let customers know if their accounts will be temporarily unavailable during the process.

Migration process checklist

⚠️ The process can take up to 1 hour, depending on how much data needs to be exported, re-imported, and updated.

1. Disable the Loyalty Program to prevent new customers from earning points before their balances are correctly converted.

2. Optional: If your VIP Tiers and/or Referrals program involve points, disable them as well

3. Hide all loyalty components displayed in your store

4. Export the points log data

5. Export the Outstanding Earnings Balance, grouped by customer

6. Export your customer data

7. Create a copy of the exported customer data file

8. In the copy, create a new column next to Points Balance. Use this column to convert the points balance into store credit using a formula. Name this new column Credits Balance

9. Keep only the Email and Credits Balance columns, and delete the rest

10. In the same file, add new columns titled Points Balance, Birthdate, VIP Tier, and Activation Date. All these columns must remain empty so you can import only the credits for your customers – here is an example: