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Mailchimp integration

Connect Mailchimp to Rivo and get the most out of the loyalty data about your customers for email marketing strategies

Ana Rincon avatar
Written by Ana Rincon
Updated over a week ago

Rivo and Mailchimp integration explained

If you think members of your Loyalty program are the best audience you can attempt to reach, this doc is for you! Our integration with Mailchimp helps you pass the Loyalty data so you can create different segments for your email marketing strategies.

With the Rivo-Mailchimp integration, you can craft personalized email campaigns based on customer loyalty data like points balance, loyalty status, referral URLs, and VIP tier membership. This powerful connection helps you target your most engaged customers, reward loyal shoppers, and encourage referrals—all through your existing Mailchimp workflows.

✨ Integrations are available on the Scale and Plus plans. See pricing →


Connecting Rivo with Mailchimp

  1. From the Rivo Dashboard, go to Integrations

  2. Find Mailchimp in the Email & SMS Marketing section and click Configure

  3. Click Configure

  4. On the Mailchimp Integration page, click Connect

    Mailchimp Integration page in Rivo
  1. You will be prompted to sign in to your Mailchimp account to authorize Rivo. After logging in, click Allow

  2. Choose a list/audience from the menu and click Sync. This will initiate the data synchronization process between Rivo and Mailchimp.

    Once connected, Rivo will automatically sync your customer loyalty data to Mailchimp. New members will be synced within 3 minutes, while changes to existing members are updated nearly instantaneously.


Using Loyalty data to create segments in Mailchimp

Segmentation allows you to send email/ad campaigns to a specific audience based on criteria such as the contact properties about your Loyalty program.

Mailchimp segments
  1. From the Mailchimp Dashboard, click Audience

  2. Click Segments

  3. On the top right corner, click Create segment

  4. You'll see a widget where you can add conditions to your segment

    1. Source (e.g. Rivo)

    2. Rivo Loyalty Status (e.g. member)

    3. Rivo Points balance (e.g. 500)

    4. Rivo Referral URL (e.g. https://example.com/?referral_code=X)

    5. Rivo VIP Tier Name (e.g. silver)

  5. Click Preview segment to see the result. Please note that you will only see members who have opted-in to marketing communications

  6. Click Edit segment if you need to make any changes or click Save Segment

  7. Input a descriptive name for the segment in the pop-up and click Save.

Powerful segmentation ideas

Here are some effective ways to segment your audience using Rivo loyalty data:

  • High-point customers: Target customers with 500+ points for exclusive offers or early access to new products

  • VIP tier targeting: Create campaigns specifically for each VIP tier (silver, gold, platinum, etc.)

  • Point milestone reminders: Send reminders to customers who are close to earning a reward

  • Referral promoters: Identify customers who have their referral URL but haven't generated referrals yet

  • Re-engagement campaigns: Target members who haven't earned points in the last 30/60/90 days


Adding Merge Tags with Loyalty data to email campaigns

Mailchimp's merge tags are useful for all kinds of dynamic information, including the Loyalty data of your customers, and they can be used for email campaigns. Check for more details on Getting Started with Merge Tags for Email →

Rivo tags

Rivo Points Balance

*|RIVOPB|* 

Rivo Loyalty Status

*|RIVOLS|* 

Rivo Referral URL

*|RIVORU|* 

Rivo VIP Tier Name

*|RIVOVTN|* 

Rivo Date of Birth

*|RIVODOB|* 

Example email templates

Here are some examples of how to use these merge tags in your email campaigns:

Points balance reminder:

Hi *|FNAME|*,You currently have *|RIVOPB|* points in your account! 
You're only 100 points away from unlocking our premium reward.

VIP tier announcement:

Congratulations *|FNAME|*!You've reached our *|RIVOVTN|* tier! Enjoy your new exclusive benefits.

Referral encouragement:

Share your unique referral link with friends: *|RIVORU|*
For every friend who joins, you'll both earn 500 points!

Troubleshooting

Merged tags will display as invalid if you haven't selected an audience in the campaign builder checklist. Return to the checklist and add your recipients in the 'To' section, then continue to design your email. If merge tags aren't working the way you expect, please check out Mailchimp's troubleshooting guide or reach out to us via [email protected]

Common issues

  • Missing merge tag data: Ensure the customer has an account in your store and has opted-in to marketing

  • Incorrect VIP tier information: VIP tier data is only synced for customers who are enrolled in a VIP tier program

  • Sync delays: For new customers, sync can take up to 3 minutes. Changes to existing customers should update more quickly

  • Zero points showing: Verify the customer has earned points in your loyalty program


Previewing Loyalty data in Profile Information

  1. From the Mailchimp Dashboard, click Audience

  2. Click All contacts

  3. Click any customer profile you want to check

  4. Find the Profile Information section and see the Rivo properties.


Common questions

How long does it take to reflect new members or update Loyalty data in Mailchimp?

For new members, it can take up to 3 minutes until the contact/properties are successfully synced to Mailchimp. In the case of the Loyalty data of existing contacts, it should be updated right away.

Why can't I see all my customers in Mailchimp?

The Loyalty data is added to customers who have enabled accounts in your store (Members) and who have also subscribed to marketing offers.

How do I disconnect the integration?

Visit the Integration page and click Disconnect.

What customer data is synced to Mailchimp?

Rivo syncs the following data to Mailchimp: customer email, first name, last name, points balance, loyalty status, referral URL, VIP tier name, and date of birth (if provided).

Will disconnecting the integration remove my customer data from Mailchimp?

No, disconnecting will only stop future syncs. Any customer data already in Mailchimp will remain there.

Can I sync only certain customers to Mailchimp?

The integration automatically syncs all customers who have enabled accounts in your store and have opted-in to marketing communications. You can create segments in Mailchimp to target specific groups of these customers.


Best practices for using Rivo data in Mailchimp

Engagement strategies

  • Welcome new members: Create an automated welcome email for new loyalty program members explaining how to earn and redeem points

  • Celebrate milestones: Send automatic emails when customers reach point milestones or advance to a new VIP tier

  • Points expiry reminders: Alert customers when their points are about to expire to encourage redemption

  • VIP-exclusive campaigns: Create special offers only for customers in specific VIP tiers

  • Referral program promotions: Remind customers about their referral link and the benefits of sharing it

Timing considerations

  • Schedule campaigns at least 5 minutes after a customer earns points to ensure the data is synced

  • For time-sensitive campaigns based on points balance, build in a buffer for sync delays

  • Consider creating a daily or weekly roundup email with the latest loyalty program status

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