Skip to main content

Store credit transfers

Allow customers to transfer store credit via a unique shareable URL

Written by Ana Rincon

Introduction

With store credit transfers, customers can send part of their store credit balance to friends and family through a shareable link, perfect for gifting, spreading word of mouth, and turning your most loyal customers into advocates.

✨ Store credit transfers are available on request

How it works

  1. A customer with a store credit balance opens the transfer page in their Account Widget (#rivo-transfer-credit)

  2. They choose an amount, add an optional personal message, and generate a shareable claim link. The amount is deducted from their balance right away and held securely until it's claimed

  3. They share the link with whoever they like. The recipient opens it, signs in (or creates an account in seconds if they're new), and the credit lands in their balance.

Pre-requisites

Before you set up store credit transfers, make sure these are in place:

  • Store credit transfers are enabled for your store. Please reach out to your CSM to enable this feature

  • Your loyalty program uses store credit as its currency

  • The Account Widget is enabled for your store (under Accounts), since that's where customers access the transfer page.

How to enable store credit transfers

  1. Turn on transfers:

    1. Go to Settings > Earning Transfers

    2. Check Enable Credit Transfers

    3. Set your guardrails:

      1. Max Amount Per Transfer – The most credit a customer can send in one transfer (default: 50)

      2. Max Transfers Per Day – How many transfers a customer can send in 24 hours (default: 5)

      3. Max Received Transfers Per Day – How many transfers a customer can receive in 24 hours (default: 1)

    4. Optional: Customize the link preview (Title, Description, Image URL) shown when a claim link is shared

    5. Click Save.

  2. Add an entry point in your Account Widget:

    1. Go to Accounts > Account Widget

    2. Under Home Screen Settings, find Home CTA Buttons and enable an additional button:

      1. Additional Button URL – Enter #rivo-transfer-credit

      2. Additional Button Text – Your preferred label (e.g. "Send store credit" or "Gift a friend")

    3. Click Save.

💡 Pro Tip: Customers reach the transfer page through a button or link you place in your Account Widget, so you can position it wherever fits your layout best.


Translations

Every customer-facing label on the transfer page is fully translatable.

  1. Go to Accounts > Account Widget

  2. Click Edit Locale Translations at the top of the page

  3. Search for the fields with the transfer_credit_ prefix and update them to match your brand and language

  4. Click Save.

Common questions

Can customers transfer points?
No. Credit transfers are available for loyalty programs that use store credit.

Does transferred credit expire?
Transferred credit follows your store's existing credit expiry setup:

  • Per-event expiry: The credit the recipient claims gets a fresh expiry date, set the usual number of months after the transfer is claimed

  • Bulk expiry: Claiming counts as activity, so the recipient's balance gets a fresh expiry window. The sender's remaining balance keeps its existing expiry date.

If your store doesn't use credit expiry, transferred credit doesn't expire.

Does the link expire?
The link itself doesn't expire, but each link can only be claimed once.

Can customers send store credit by email?
Not directly. Customers generate a shareable link for the amount they want to send, then share it however they like.

Does the recipient need an account?
Yes. If they don't have one yet, an account is created for them when they claim, so nothing stands between them and their credit.
​

Related Articles
Did this answer your question?