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Getting Started with Rewards

Here's how you can set up your Rewards for your Points and Referrals programs.

Laurence Leech avatar
Written by Laurence Leech
Updated over a month ago

Introduction

Rewards are discount incentives that encourage your customers to engage with your loyalty program. This guide explains how to create and manage rewards that your customers can redeem with their earned points or through referrals.

πŸ’‘ Pro Tip: Creating a variety of reward options at different point values encourages customers to continue engaging with your loyalty program even after their initial redemption.


Understanding reward types

Rivo offers multiple reward types to help you create a compelling loyalty program tailored to your business needs:

  • Amount Discount - A fixed currency amount discount (e.g., $10 off)

  • Percentage Off - A percentage discount off the purchase (e.g., 15% off)

  • Free Shipping - Remove shipping costs from the order

  • Free Product - Offer a specific product for free

  • POS Discounts - Special discount types for in-store purchases


Creating a reward

Follow these steps to create a new reward that your customers can redeem with their points:

  1. From your Rivo dashboard, go to Programs > Points

  2. Scroll down to the Redeeming Points section

  3. Click Add Another Reward

    Image 2022-12-20 at 5.09.50 PM
  4. Choose a redemption option:

    1. Online Store - For e-commerce discounts

      1. Amount Discount

      2. Percentage Off

      3. Free Shipping (Advanced Rewards)

      4. Free Product (Advanced Rewards)

    2. POS (In-Store) - For physical store discounts

      1. Amount Discount

      2. Percentage Off

  5. On the next page, configure your reward with these options:

    1. Reward Title - The name that will be displayed to your customers

    2. Points Type - For Fixed Amount discounts only

      1. Fixed - A set amount of points (e.g., 500 points)

      2. Multiplier - Variable points based on conversion rate

    3. Reward - The discount value (amount or percentage)

    4. Minimum Cart Requirement - Set a minimum purchase amount required to use the reward

    5. Apply to - Control where the discount applies:

      1. Entire Order

      2. Specific Collection

      3. Specific Product

    6. Purchase Type - For stores with subscription offerings (Learn more)

      1. One-time Purchase

      2. Subscription

      3. Both

    7. Reward Expiration - Set how many months the reward is valid after redemption (1-24 months, leave blank for no expiration) (Learn more)

    8. Maximum Shipping Amount - For Free Shipping rewards, set the maximum shipping cost covered

  6. Click Create Reward to save your changes


Managing rewards

Editing a reward

  1. From your Rivo dashboard, go to Programs > Points

  2. Scroll down to the Redeeming Points section

  3. Find the reward you want to edit and click Edit

  4. Make your changes and click Save

Enabling or disabling a reward

  1. From your Rivo dashboard, go to Programs > Points

  2. Scroll down to the Redeeming Points section

  3. Find the reward and toggle the Active switch

Deleting a reward

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  1. From the list of rewards, click Edit on the reward that you want to remove

  2. Click Delete

  3. Click Yes, Delete on the confirmation window

⚠️ Important: Deleting a reward cannot be undone. Any customers who have already redeemed this reward will still be able to use their discount codes.


Customer redemption experience

Understanding how customers interact with your rewards helps you create a better loyalty program:

How customers see rewards

Rewards appear in your customers' loyalty widget and/or loyalty page. They can view available rewards, their point requirements, and any terms of service (such as minimum purchase amounts or expiration periods).

Redemption process

  1. Customer selects a reward in the loyalty interface

  2. Points are deducted from their balance immediately

  3. A discount code is generated and provided to the customer

  4. Customer can apply the code during checkout or save it for later use

Using rewards at checkout

If you have the checkout extension enabled, customers will see their available redeemed rewards during checkout and can apply them with a single click.

✨ Checkout extensions are available to Shopify Plus merchants on the Rivo Plus plan who have upgraded to Checkout extensibility


Advanced reward features

VIP tier-specific rewards

You can create rewards that are only available to customers who have reached certain VIP tiers. These rewards can be automatically applied at checkout, providing a seamless experience for your loyal customers.

Subscription purchase rewards

For stores with subscription offerings, you can customize your rewards to work with subscription purchases, one-time purchases, or both.

Revoking unused rewards

If a customer decides not to use a redeemed reward, you can revoke it and refund their points. This is useful if they redeemed a reward by mistake or want to save for a higher-value reward.


Common questions

How do I add points-earning actions to my loyalty program?

Points-earning actions are configured in the Programs > Points page, under the Ways to Earn section. You can set up points for actions like account creation, purchases, social media engagement, birthdays, and more. Check out our guide on Earning Points to learn more.

Can customers redeem points for custom rewards not listed in the standard types?

The reward types available are Amount Discount, Percentage Off, Free Shipping, Free Product, and POS variants of these. For special custom rewards, consider creating a manual process where customers contact you to redeem points for unique offerings.

Can I offer multiple rewards at different point levels?

Yes! We recommend creating a variety of rewards at different point values to encourage ongoing engagement with your loyalty program.

How do customers know they've received a reward?

When customers redeem points for a reward, they'll immediately see the discount code in the loyalty widget, and if they've provided their email, they'll receive an email notification with the code. With checkout extensions enabled, they'll also see their available rewards during checkout.

What happens if a customer tries to use a reward but doesn't meet the minimum requirements?

If a customer tries to apply a reward discount code but doesn't meet requirements (such as minimum purchase amount), they'll see an error message at checkout explaining why the code can't be applied.

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