General Settings in Rivo
Rivo’s Settings area is where you control core account preferences, customer-facing behavior, data syncs, and technical setup options.
Use this guide as a map of what each key settings page does and when to use it.
Open your Settings menu
In Rivo admin, click Settings in the left sidebar.
In the Settings navigation, choose the page you want to update.
General
Go to Settings > General to manage your baseline program and account preferences.
Program participants
Choose who can participate in your loyalty program:
All customers (members and guests)
Members only
If you use all customers, you can also enable the option that allows those customers to be eligible across loyalty-related experiences.
Account and admin preferences
You can update:
Preferred email for account-level messages and exports
Admin list behavior for earning rules and rewards
Reward expiry timeframe unit (hours, days, or months)
Customer-facing preferences
You can also set:
Custom account register path
Custom account login path
Points-to-cash conversion rate display
Date format used in customer-facing email variables
Link preview and attribution settings
General also includes:
Link preview title, description, and image URL
Revenue attribution toggles and attribution windows
For a deeper walkthrough of participant eligibility, see Program participants.
Email (Including Custom Email Domains)
Go to Settings > Email to manage sender identity and branded sending options.
Sender settings
You can configure:
From name
From email
Reply email
Custom domain setup
If your plan includes custom sending domains, you can:
Add a sending domain (commonly a subdomain like
loyalty.yourstore.com)Copy and add DNS records in your DNS provider
Verify your domain from the same page
You can also remove a domain and switch to a different one later.
To use this setup, your Shopify store must already have a custom domain configured.
Expiration
Go to Settings > Expiration to manage expiry rules for both points and store credits.
For each balance type, you can:
Enable expiration
Set the expiration period (in months)
Choose an expiration method:
Per event expiry
Bulk expiry
Exclude specific source types from expiration in applicable bulk configurations
When expiration is enabled, Rivo also shows key timing details, including when expiry was enabled and when expiration starts.
For full strategy and setup guidance, see Points Expiry.
Shopify Metafields & Tags
Go to Settings > Shopify Metafields & Tags to control how loyalty and referral data syncs into Shopify.
You can configure options such as:
Order tagging
Order note attributes
Customer referral and advocate tags
Customer metafields sync
Some advanced tagging options are only available for certain store configurations.
At the bottom of this page, use Sync Store in the troubleshooting section to backfill sync data for existing records.
CSV Exports
Go to Settings > CSV Exports to request customer and program data exports by email.
Customer exports
You can export customer data and optionally include fields like:
Referral link
Earnings balance expiration date
You can also apply optional filters (for example status, balance ranges, and created-after date).
Program data exports
You can request date-range exports for data types like:
Points logs
VIP tier logs
Membership enrollments
Subscription contracts and billing attempts
Favorites
Cashback opt-ins
Balance redemptions
Large exports can take time to process, and export requests are rate-limited.
Webhooks
Go to Settings > Webhooks to send loyalty event notifications to your endpoint.
If your plan includes webhooks, you can:
Add a webhook
Choose an event type
Set the destination URL
Enable or disable an existing webhook
Send a test webhook
Copy your secret token
Only one active webhook per event type is allowed.
For full testing steps, see Test Your Webhook Endpoint.
Multipass Login
Go to Settings > Multipass Login to configure passwordless login flows for eligible stores.
If Multipass is available on your plan and store setup, you can:
Add your Multipass secret
Customize login and verification text
Set the return path after successful login
Configure verification code expiration time
Customize styling options for the login experience
For full setup details, see Passwordless login and sign-up using Shopify Multipass.
POS Extensions
Go to Settings > POS Extensions to control POS-specific behavior.
Current options include:
Disable Refunds in POS extension settings
Auto-convert POS customers to Members
When enabled, customers who place orders through Shopify POS can be converted to member status automatically.
Troubleshooting
Go to Settings > Troubleshooting and use Sync Store when you need to force a fresh sync of your app setup.
This is especially useful after major config updates or when expected storefront changes are delayed.
For a full sync guide, see How to sync your settings.
Common questions
Do I need to configure every page in Settings?
No. Most stores only use a subset. Start with General, then enable additional pages based on your program and integrations.
Why do I see upgrade prompts on some settings pages?
Some settings are plan-dependent. If a feature is not included in your current plan, Rivo will show an upgrade prompt on that page.
I changed a setting but the storefront did not update immediately. What should I do?
Run Settings > Troubleshooting > Sync Store first. If needed, follow the sync guide linked above.