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Rivo Tagging in Shopify

What tags are applied to customers and orders by Rivo

Stuart Chaney avatar
Written by Stuart Chaney
Updated this week

Rivo Tagging in Shopify

Overview

Rivo automatically adds tags to both customers and orders in Shopify to help you segment, track, and manage your programs. These tags allow you to:

  • Create customer segments for targeted marketing

  • Track loyalty program participation and engagement

  • Monitor VIP and membership tier status

  • Identify referral program participants

  • Track subscription billing events

This guide provides a complete reference of all tags that Rivo adds to your Shopify store.


Customer Tags

Membership & Subscription Tags

Rivo Subscriber

When Added: When a customer enrolls in any paid membership tier
Purpose: Identifies all active membership subscribers
Example Use: Create a customer segment for "All Membership Subscribers"

rivo-membership-subscriber

When Added: When a customer enrolls in any paid membership tier
Purpose: Secondary identifier for membership subscribers (lowercase format)
Example Use: Technical integrations that require lowercase tag format

Rivo Membership Tier: {Tier Name}

When Added: When a customer is assigned to a specific membership tier
Purpose: Identifies which membership tier the customer belongs to
Format: Dynamic - replaces {Tier Name} with your actual tier name
Examples:

  • Rivo Membership Tier: Gold

  • Rivo Membership Tier: Premium

  • Rivo Membership Tier: VIP

Example Use: Create separate customer segments for each membership tier

💡 Pro Tip: When a customer upgrades or downgrades tiers, the old tier tag is automatically removed and replaced with the new tier tag.

rivo-lifetime-member

When Added: When a customer purchases a one-time or lifetime membership
Purpose: Distinguishes lifetime memberships from recurring subscriptions
Example Use: Segment customers by membership payment type

rivo-membership-payment-failure

When Added: When a subscription billing attempt fails
Purpose: Identifies customers whose membership payment has failed
Example Use: Create a recovery campaign for failed payment customers
Note: Tag remains until customer successfully renews or cancels


VIP Tier Tags

Rivo VIP Tier: {Tier Name}

When Added: When a customer reaches a VIP tier based on points or spending
Purpose: Identifies which VIP tier the customer has achieved
Format: Dynamic - replaces {Tier Name} with your actual tier name
Examples:

  • Rivo VIP Tier: Bronze

  • Rivo VIP Tier: Silver

  • Rivo VIP Tier: Gold

Example Use: Offer tier-specific discounts or early access to sales

📝 Note: VIP tiers are different from Membership tiers. VIP tiers are earned through points or spending, while Membership tiers are purchased subscriptions.


Referral Program Tags

Rivo Advocate

When Added: When a customer opts in to become a referral advocate
Purpose: Identifies customers actively participating in your referral program
Example Use: Send exclusive referral program updates to advocates

Rivo Referral

When Added: When a customer is referred by an advocate
Purpose: Identifies customers who were referred to your store
Example Use: Track referral program effectiveness and customer acquisition cost

Rivo Is Advocate Who Completed Referral

When Added: When an advocate's referral completes a qualifying action (usually first purchase)
Purpose: Identifies advocates who have successfully referred customers
Example Use: Reward top-performing advocates with bonuses

Rivo Is Friend Who Completed Referral

When Added: When a referred customer completes a qualifying action
Purpose: Identifies referred customers who have converted
Example Use: Track referral conversion rates and reward referred customers


Wallet Pass Tags

Rivo Active Wallet Pass

When Added: When a customer activates an Apple Wallet or Google Wallet pass
Purpose: Identifies customers who have added your loyalty pass to their digital wallet
Example Use: Segment engaged customers for special wallet pass promotions


System & Migration Tags

Rivo Excluded

When Added: Manually by you, or automatically based on exclusion rules
Purpose: Excludes customers from the Rivo loyalty program
Example Use: Prevent test accounts, employees, or wholesale customers from earning points

⚠️ Warning: Customers with this tag will not earn points, receive rewards, or appear in loyalty program reports.

Rivo Referral Tester

When Added: When testing referral program functionality
Purpose: Identifies test referrals during development or QA
Example Use: Filter out test data from referral reports


Order Tags

These tags are added to Shopify orders, not customers:

Membership Order Tags

Rivo Membership

When Added: On initial membership purchase orders
Purpose: Identifies orders that started a new membership subscription
Paired With: rivo-membership-signup (both tags added together)
Example Use: Track membership acquisition revenue

rivo-membership-signup

When Added: On initial membership purchase orders (paired with "Rivo Membership")
Purpose: Lowercase variant for technical integrations
Example Use: Filter membership signup orders in analytics

Rivo Rebill

When Added: On recurring membership renewal orders
Purpose: Identifies subscription renewal/rebill orders
Paired With: rivo-membership-rebill (both tags added together)
Example Use: Track recurring membership revenue

rivo-membership-rebill

When Added: On recurring membership renewal orders (paired with "Rivo Rebill")
Purpose: Lowercase variant for technical integrations
Example Use: Segment rebill orders separately from signups

Attribution Tags

Rivo

When Added: On orders influenced by Rivo (referrals, rewards redemptions, etc.)
Purpose: General attribution tag for orders driven by Rivo features
Example Use: Measure Rivo's overall impact on revenue


How Tags Are Managed

Automatic Tag Addition

Rivo automatically adds tags when customers:

  • Join a membership tier

  • Achieve a VIP tier

  • Participate in the referral program

  • Complete referral actions

  • Activate a wallet pass

  • Experience payment failures

Automatic Tag Removal

Rivo automatically removes tags when customers:

  • Change membership tiers (old tier tag is removed)

  • Change VIP tiers (old tier tag is removed)

  • Successfully retry a failed payment (payment failure tag removed)

Tag Sync Timing

Tags are typically synced to Shopify within:

  • Immediately: For membership purchases and tier changes

  • Within 5 minutes: For VIP tier achievements

  • Within 15 minutes: For referral actions and wallet pass activations

📝 Note: If you don't see tags appearing in Shopify, check the Rivo app dashboard for any sync errors or contact support.


Using Tags for Segmentation

Example: Create a Gold Membership Segment

  1. In Shopify Admin, go to Customers

  2. Click Add filterCustomer tags

  3. Select is equal toRivo Membership Tier: Gold

  4. Save this filter as a segment

Example: Recover Failed Payment Customers

  1. Create a customer segment where tag contains rivo-membership-payment-failure

  2. Send targeted win-back campaign with payment update instructions

  3. Offer one-time discount to encourage renewal

Example: Track Initial Membership Signups vs Renewals

  1. Create order segment where tags contain rivo-membership-signup

  2. Create separate segment where tags contain rivo-membership-rebill

  3. Compare signup revenue vs recurring revenue

Example: Email All Referral Advocates

  1. In your email marketing platform (Klaviyo, Mailchimp, etc.)

  2. Create a segment where customer tag contains Rivo Advocate

  3. Send targeted campaigns to encourage more referrals


Troubleshooting

Tags Not Appearing

Check:

  • Customer has completed the qualifying action (purchase, tier achievement, etc.)

  • Rivo app has permission to update customer tags in Shopify

  • No sync errors in the Rivo dashboard

Fix: Contact Rivo support if tags aren't syncing after 30 minutes

Duplicate Tier Tags

Symptom: Customer has multiple tier tags (e.g., both Rivo Membership Tier: Gold and Rivo Membership Tier: Silver)

Cause: Typically occurs during tier transitions if there's a sync delay

Fix: This should auto-resolve within 15 minutes as the system cleans up old tags. If it persists, contact Rivo support.

Payment Failure Tag Not Removing

Symptom: Customer has rivo-membership-payment-failure tag even after successful payment

Cause: Tag cleanup may be delayed

Fix: Tag should remove automatically on next successful billing. If it persists beyond 24 hours after successful payment, contact support.

Customer Excluded but Still Earning Points

Check: Ensure the customer has the exact tag Rivo Excluded (case-sensitive)

Fix: Re-add the exclusion tag in Shopify or use Rivo's exclusion feature in the dashboard


Complete Tag Reference Table

Tag Name

Type

Applies To

When Added

Dynamic

Rivo Subscriber

Membership

Customer

Membership enrollment

No

rivo-membership-subscriber

Membership

Customer

Membership enrollment

No

Rivo Membership Tier: {name}

Membership

Customer

Tier assignment

Yes

rivo-lifetime-member

Membership

Customer

Lifetime membership purchase

No

rivo-membership-payment-failure

Membership

Customer

Subscription payment fails

No

Rivo VIP Tier: {name}

VIP

Customer

VIP tier achievement

Yes

Rivo Advocate

Referral

Customer

Referral opt-in

No

Rivo Referral

Referral

Customer

Customer is referred

No

Rivo Is Advocate Who Completed Referral

Referral

Customer

Referral completion

No

Rivo Is Friend Who Completed Referral

Referral

Customer

Referred customer conversion

No

Rivo Active Wallet Pass

Wallet

Customer

Wallet pass activation

No

Rivo Excluded

System

Customer

Manual/automatic exclusion

No

Rivo Referral Tester

System

Customer

Test referral

No

rivo-migration

System

Customer

Platform migration

No

{Custom Tag}

System

Customer

Widget opt-in

Yes

Rivo Membership

Membership

Order

Initial membership purchase

No

rivo-membership-signup

Membership

Order

Initial membership purchase

No

Rivo Rebill

Membership

Order

Membership renewal

No

rivo-membership-rebill

Membership

Order

Membership renewal

No

Rivo

Attribution

Order

Rivo-influenced order

No


Need Help? If you have questions about Rivo tags or need assistance with segmentation, contact our support team at [email protected].

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