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.
✨ Custom Actions are supported on the Scale and Plus plans. See pricing →
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: Connect MESA to Rivo to set up automated workflows. Check out our guide here →
📝 Note: Rivo API access is available on the Plus plan. See the MESA guide for its setup requirements.
Creating a Custom Action Way to Earn in Rivo
Follow these steps to create your custom Way to Earn:
Go to Programs > Loyalty > Points from your Loyalty Dashboard and click “Add Another Way to Earn”.
Select Custom Action and enter an Action Name, a Completed Action Name, and a customer-friendly Description.
Set the points customers will earn for completing this action.
Review the frequency limit. If you want customers to earn only once, enable Limit how many times each customer can earn points for completing this action and set 1 per eternity. You can also select Add a URL for members to click and enter a URL and Button Text.
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.
📝 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.
Example: reward customers for completing a quiz
Use a Custom Action with Shopify Flow to award points for a quiz completion. This example uses Okendo Quizzes.
In Rivo, go to Programs > Loyalty > Points, click Add Another Way to Earn, and select Custom Action.
Enter Complete a quiz as the Action Name, Completed a quiz as the Completed Action Name, and a customer-friendly Description, such as “Earn points for completing our quiz”. Set the points you want to award and review the frequency limit. Save and turn the earning method ON.
In Shopify Flow, create a workflow using your quiz app’s completion trigger. For Okendo, select Quiz Response Created. Follow Okendo’s quiz workflow guide for the trigger setup; Okendo requires the quiz response to include an email address.
Add Rivo’s Add Points for a Custom Action action. In Custom Action Name, type Complete a quiz, exactly matching the Action Name in Rivo, including capitalization and spaces.
In Customer Identifier, select the email from the quiz trigger. This must match a customer in Rivo. Rivo also accepts a Shopify customer ID. Leave Points Amount Override (Optional) blank to use the points set in your earning method.
Turn on the workflow and submit a test quiz using an eligible customer’s email. Check the workflow activity and the customer’s points history in Rivo to confirm the award.
When the workflow runs successfully, eligible customers receive the configured points, subject to the earning method’s frequency limit. Their points history shows Completed a quiz. Keep the earning method and your points program enabled.
Examples of Custom Actions
Custom actions offer a versatile approach to engage your customers and incentivize a wide array of activities. The examples below require an automation or integration that identifies the customer and sends the completed action to Rivo. Adding a link to a Custom Action does not award points by itself.
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. Your connected tool must track completion and trigger the award.
Social Actions: Encourage social engagement by giving points for actions like signing a petition, subscribing to your newsletter, or following your social media channels. Use a connected tool that can confirm the activity and trigger the award.
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. Connect your event check-in tool to trigger the award after confirming attendance.
Educational Achievements: Create a series of custom actions that reward customers for completing tutorial modules or product training. Set the frequency limit to 1 per eternity for a one-time award.
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 "watch_intro_video", "complete_first_purchase", and "share_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.