Introduction
Custom Actions allow you to craft personalized and dynamic earning conditions that resonate with your brand and customer base. By leveraging automation tools, these actions can seamlessly integrate into the shopping experience, encouraging customer engagement and retention.
Benefits
Flexibility: Create earning methods for virtually any customer interaction or behavior that aligns with your brand strategy.
Integration: Seamlessly connect with automation tools such as Shopify Flow to create powerful workflows that respond to events across your Shopify ecosystem.
Customization: Tailor your loyalty program specifically for different customer segments, engagement levels, and behaviors to drive the actions that matter most to your business.
What tools can I use to trigger a custom action?
Shopify Flow: Built exclusively for Shopify, Flow lets you incorporate Rivo custom actions into automated workflows, allowing them to be triggered by events in your store or other apps without any coding. Check out our guide here →
Rivo REST API: For developers looking to integrate more deeply, the REST API provides the ability to trigger actions programmatically from virtually any application or service. Get started with our developer toolkit here →
MESA: This automation platform built exclusively for Shopify allows you to create complex workflows for your custom actions without needing to write code. Check out our guide here →
📝 Note: The MESA integration requires Rivo API access, which is available on the Plus plan.
Creating a Custom Action Way to Earn in Rivo
Follow these steps to create your custom Way to Earn:
Go to Programs > Points from your Loyalty Dashboard and click "Add Another Way to Earn".
Select "Custom Action" and input the following:
Action Name (in present tense): This identifies your custom action in automation tools and should be descriptive of what customers will do (e.g., "complete_survey" or "watch_tutorial").
Completed Action Name (in past tense): This appears in the customer's points history and in emails (e.g., "Completed survey" or "Watched tutorial video").
Description: Explains the action to your customers in the loyalty widget. You can use the ##{{points_amount}} variable to display the points value dynamically.
Set the points customers will earn for completing this action.
Configure additional options to enhance the customer experience:
URL Settings: Add a specific URL that customers can visit to complete the action, along with button text to encourage clicks.
Frequency Limit: Control how often customers can earn points for this action (e.g., once per day, week, month, or year) to prevent potential abuse.
Custom Icon: Upload a unique icon that visually represents this action in your loyalty widget.
Save and enable the action by turning it ON.
Connect your Custom Action to your chosen automation tool using the exact "Action Name" you defined:
For Shopify Flow: Use the "Add Points for a Custom Action" action and enter your custom action name.
For Rivo API: Reference the custom action name in your API call.
For MESA: Use the "Add Points to Customer's Points Balance" action and specify your custom action name.
📝 Note: The "Action Name" is important as this is how you connect the Way to Earn to your automation. It should be in the present tense and use a consistent format (we recommend using underscores between words, like "complete_survey").
The "Completed Action Name" is important as this is shown in the Points History section of the on-site displays and Rivo's "Points Earned" email. This should be in the past tense and be customer-friendly.
Examples of Custom Actions
Custom actions offer a versatile approach to engage your customers and incentivize a wide array of activities. Here are some innovative ways you can integrate custom actions into your loyalty program:
Purchasing Specific Products: Reward points when customers purchase highlighted items from your store, encouraging sales of new or seasonal products. For example, award bonus points when a customer buys from your new collection.
Engagement with Content: Incentivize customers to interact with your educational or brand content by awarding points for reading a blog post, watching a tutorial video, or downloading an e-book. Track these interactions through page visits or custom events.
Social Actions: Encourage social engagement by giving points for actions like signing a petition, subscribing to your newsletter, or following your social media channels. Connect these through URL visits or API integrations with your social platforms.
Reviews and Feedback: Gain valuable customer insights by offering points for leaving product reviews, completing surveys, or participating in focus groups. Use Shopify Flow to trigger points when a review is submitted.
Event Participation: Reward points for attending virtual events, webinars, or scanning a QR code at a physical location or in-store event. Create a custom URL for event check-ins that grants points when visited.
Educational Achievements: Create a series of custom actions that reward customers for completing tutorial modules or product training. Set frequency limits to "once ever" for completion-based achievements.
Loyalty Milestones: Celebrate customer milestones such as anniversaries or reaching spending thresholds with bonus points through custom actions triggered by Shopify Flow when these conditions are met.
💡 Pro Tip: Consider creating a series of progressive custom actions that guide customers through your desired engagement journey. For example, create separate actions for "watched_intro_video", "completed_first_purchase", and "shared_experience" to encourage multiple engagements.
By creatively utilizing custom actions, you can not only enhance customer engagement but also drive specific behaviors that align with your marketing goals and create a more personalized loyalty experience.