Rivo’s Settings area is where you control core account preferences, customer-facing behavior, data syncs, and technical setup options.
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Use this guide as a map of what each key settings page does and when to use it.

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Go to Settings > General to manage your baseline program and account preferences.
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Choose who can participate in your loyalty program:

If you use all customers, you can also enable the option that allows those customers to be eligible across loyalty-related experiences.
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You can update:

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You can also set:

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General also includes:

For a deeper walkthrough of participant eligibility, see Program participants.

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Go to Settings > Email to manage sender identity and branded sending options.
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You can configure:

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If your plan includes custom sending domains, you can:

You can also remove a domain and switch to a different one later.
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To use this setup, your Shopify store must already have a custom domain configured.

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Go to Settings > Expiration to manage expiry rules for both points and store credits.
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For each balance type, you can:

When expiration is enabled, Rivo also shows key timing details, including when expiry was enabled and when expiration starts.
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For full strategy and setup guidance, see Points Expiry.

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Go to Settings > Shopify Metafields & Tags to control how loyalty and referral data syncs into Shopify.
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You can configure options such as:

Some advanced tagging options are only available for certain store configurations.
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At the bottom of this page, use Sync Store in the troubleshooting section to backfill sync data for existing records.

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Go to Settings > CSV Exports to request customer and program data exports by email.
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You can export customer data and optionally include fields like:

You can also apply optional filters (for example status, balance ranges, and created-after date).
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You can request date-range exports for data types like:

Export requests are rate-limited.
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Each export uses a fixed template. You cannot freely add or remove columns, but you can select the optional fields offered for that export. Use the available filters or date range to choose which rows to include.
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Customer exports include Shopify Customer ID, first and last name, email, loyalty status, birthdate, points balance, credits balance, completed referrals, VIP tier, and activation date by default. Optional fields include Country, Referral Link, and balance expiration dates when the corresponding expiration settings are enabled.
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Customer exports do not include city or phone number. Street address and state/province are not stored in Rivo and are not available in these exports.
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Points-log exports include the customer’s Shopify ID, email, first and last name, along with transaction details such as source, points and credits amounts and differences, notes, and dates. City, country, and phone number are not standard points-log export columns.
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Rivo emails you when your export is ready. Large exports may take several hours to process.
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Large exports are split into several CSV files at 1,000,000 rows or approximately 100 MB per file. Exports with multiple files, or a file over 20 MB, are emailed as download links instead of attachments. Smaller exports may also arrive as download links.
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In a points-log export, Points Amount generally shows the transaction size as an absolute value. Points Difference shows the signed balance change: positive when points are added and negative when points are deducted, such as for a redemption or a reversal of earned points.
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For example, redeeming 500 points shows Points Amount: 500 and Points Difference: -500. Earning 500 points shows 500 in both columns. Use Points Difference to distinguish points added from points removed; Points Amount alone does not tell you the direction of the change.

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Go to Settings > Webhooks to send loyalty event notifications to your endpoint.
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If your plan includes webhooks, you can:

Only one active webhook per event type is allowed.
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For full testing steps, see Test Your Webhook Endpoint.

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Go to Settings > Multipass Login to configure passwordless login flows for eligible stores.
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If Multipass is available on your plan and store setup, you can:

For full setup details, see Passwordless login and sign-up using Shopify Multipass.

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Go to Settings > POS Extensions to control POS-specific behavior.
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Current options include:

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Go to Settings > Troubleshooting and use Sync Store when you need to force a fresh sync of your app setup.
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This is especially useful after major config updates or when expected storefront changes are delayed.
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For a full sync guide, see How to sync your settings.

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Do I need to configure every page in Settings?
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No. Most stores only use a subset. Start with General , then enable additional pages based on your program and integrations.
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Why do I see upgrade prompts on some settings pages?
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Some settings are plan-dependent. If a feature is not included in your current plan, Rivo will show an upgrade prompt on that page.
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I changed a setting but the storefront did not update immediately. What should I do?
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Run Settings > Troubleshooting > Sync Store first. If needed, follow the sync guide linked above.