Skip to main content

Gladly integration

James Dohm avatar
Written by James Dohm
Updated today

Overview

The Gladly integration lets your team see customer loyalty details directly inside Gladly, so your support agents can provide faster and more personalized service.

Once set up, key loyalty data from Rivo Loyalty appears in the customer’s Gladly profile.

Install the integration here: Rivo Gladly Integration

What the Integration Shows in Gladly

Once connected, these loyalty details are displayed for each customer:

Attribute

Example Value

What It Means

Points Balance

1000

Total available loyalty points

Loyalty Status

member, guest, or excluded

Whether the customer is in the loyalty program

Referral URL

https://example.com/?referral_code=X

Customer’s unique referral link

VIP Tier Name

Gold, Silver, etc.

The customer’s VIP level (if tiers are enabled)

Date of Birth

9-28

Useful for birthday rewards and personalization

Your team can use this data to identify your most valuable customers, resolve issues faster, and offer tailored support.

How to Set It Up

  1. Open the Integration Page
    Go to your Rivo admin → IntegrationsGladly
    Direct link to install

  2. Enter Your Gladly Details
    You’ll need:

    • Gladly Domain (e.g. brand-name.us.gladly.qa)

    • Gladly Email (the account used for the API)

    • Gladly API Token (generated from your Gladly settings)

  3. Connect
    Click the Connect button.
    If everything is entered correctly, Rivo will sync your loyalty data with Gladly automatically.

How the Sync Works

  • When loyalty data changes (e.g. points updated, tier upgraded), Rivo automatically syncs it to Gladly.

  • Support agents see updated loyalty info in real time within the customer’s Gladly profile.

  • The integration uses the customer’s email address to match records.

You can also trigger a manual sync from the integration settings if needed.

Best Practices

  • Make sure your customers’ email addresses in Shopify match their profiles in Gladly.

  • If you use VIP tiers, consider training your support team to recognize and prioritize top-tier customers.

  • Encourage your agents to use referral links or points balances during conversations to increase engagement and conversions.

Disabling the Integration

If you ever need to disconnect:

  1. Return to the Gladly integration page in Rivo.

  2. Click Disconnect.

  3. Rivo will stop syncing data, and your Gladly credentials will be removed.

Did this answer your question?