Skip to main content

Integrating with Shopify Flow

Integrate Rivo with Shopify Flow to turbocharge your Loyalty Program

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

Introduction

Shopify's powerful automation tool Flow allows you to instantly integrate Rivo Loyalty with a whole host of other Shopify apps and create automated workflows that can enhance your loyalty program in numerous ways!

✨ Shopify Flow is available to merchants on the Shopify, Advanced, or Shopify Plus plan


How does Rivo Loyalty work with Shopify Flow?

There are three components to a workflow in Shopify Flow: Triggers, Conditions and Actions. Check out Shopify's full guide here for more.

  • The Trigger is the event that initiates your automation.

  • Conditions set rules to determine if the action will execute.

  • The Action is the outcome or change that's made in your store or an app.

With Shopify Flow, you can add Rivo Trigger events to initiate your workflows and Rivo Action events that execute as the outcome of your workflows.

These automations enable you to create powerful connections between your loyalty program and other aspects of your store, helping you reward customers at key moments, manage VIP tiers dynamically, and create specialized loyalty experiences that would otherwise require manual intervention.

Rivo Triggers

The Rivo Triggers available are:

  • Customer moved up a tier - Triggered when a customer is upgraded to a higher VIP tier

  • Customer moved down a tier - Triggered when a customer is downgraded to a lower VIP tier

  • Customer Birthday - Triggered on a customer's birthday (when this data is available)

  • Referral Completed - Triggered when a customer successfully refers a friend who completes a qualifying action


Rivo Actions

The Rivo Actions available are:

  • Add Points - Award bonus points to a customer for any action or event

  • Add Store Credit - Award store credit to a customer for any action or event

  • Add Points for a Custom Action - Award points using an existing Custom Action earning method in Rivo

  • Add Store Credit for a Custom Action - Award store credit using an existing Custom Action earning method in Rivo

  • Add Points for a Review - Award points for product reviews using the existing Review earning method in Rivo

  • Add Store Credit for a Review - Award store credit for product reviews using the existing Review earning method in Rivo

  • Subtract Points - Remove points from a customer's account

  • Subtract Store Credit - Remove store credit from a customer's account

  • Update Customer VIP Tier - Manually move a customer to a specific VIP tier

πŸ’‘ Find out more: Check out our guide on Adding Points for a Custom Action here and these app-specific guides to creating workflows for Add Points for a Review:

  • Example Workflows

    Here are some practical examples of how you can use Shopify Flow with Rivo Loyalty:

    VIP Tier Celebration

    Trigger: Customer moved up a tier

    Condition: New tier is "Gold" or above

    Action: Send email congratulating the customer on their new status and offer a one-time discount

    Birthday Double Points

    Trigger: Customer Birthday

    Condition: Customer has made at least one purchase in the last 6 months

    Action: Add bonus points to celebrate their birthday

    Reward Successful Referrers

    Trigger: Referral Completed

    Condition: Customer has referred more than 3 friends (check their total referral count)

    Action: Update Customer VIP Tier to a higher level

    Product Review Rewards

    Trigger: Review created (from a review app like Yotpo, Stamped, etc.)

    Condition: Review includes an image or video

    Action: Add Points for a Review (with bonus points amount)

    πŸ’‘ Pro tip: You can combine multiple Rivo actions in a single flow. For example, when a customer refers a friend, you could award them points AND update their VIP tier if they meet certain conditions.


    Troubleshooting

    Why isn't my Shopify Flow trigger working?

    Make sure that your shop is on a Shopify, Advanced, or Shopify Plus plan, and that you have correctly set up the workflow in Shopify Flow. Also verify that the trigger conditions are being met by checking your customer data.

    I'm trying to add points for a custom action, but it's not working.

    For custom actions, ensure that the custom action name in your Shopify Flow configuration exactly matches the name in your Rivo earning methods settings. This is case-sensitive and must be an exact match.

    Can I use multiple Rivo actions in the same Flow?

    No, Shopify Flow only allows a single action at the end of a workflow. However, you can create multiple workflows that use the same trigger and conditions but different actions.

    How do I know if my Flow is working correctly?

    You can monitor your Flow's activity in the Shopify admin under "Flow > Activity" to see which workflows have run and if they completed successfully. You can also check your customer's points history in Rivo to verify that points were awarded correctly.

    ⚠️ Important: When setting up workflows using Rivo actions, ensure that you are using valid customer identifiers (either customer email or Shopify customer ID). Invalid identifiers will cause the action to fail.



Common Questions

Will my customers see info about Ways to Earn created with Flow on the Loyalty widget or page?

Yes for Add Points for a Custom Action and Add Points for a Review as they have corresponding Ways to Earn created in the app. The general Add Points action is for awarding bonus points for anything a user does on your store and won't appear in the Ways to Earn section.

What apps do integrate with Shopify Flow?

Please check this page out to see a list of other apps that integrate with Shopify Flow.

Can I use Shopify Flow to automate points for social media engagement?

Yes, if you're using a social media app that integrates with Shopify Flow, you can set up workflows to award points for social engagement. Use the Add Points for a Custom Action action with a corresponding Custom Action in Rivo.

Can I use Shopify Flow to upgrade VIP tiers based on specific customer actions?

Yes, you can use the Update Customer VIP Tier action to move customers to different tiers based on triggers from other apps or Shopify events. This allows for customized rules beyond the standard spending thresholds.

Will points or store credit awarded through Shopify Flow reflect immediately?

Yes, points and store credit awarded through Shopify Flow are applied immediately to the customer's account, and they will be notified according to your notification settings in Rivo.

Did this answer your question?