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Start a Workflow in Shopify with a Rivo Event

Integrate your programs with Shopify Flow for advanced, customized solutions

Ana Rincon avatar
Written by Ana Rincon
Updated over 2 weeks ago

Introduction

Shopify Flow is a powerful automation tool that allows merchants to create workflows based on events from your store and apps. With Rivo Loyalty integration, you can use loyalty events like tier changes, referrals, and birthdays to trigger automated actions in your store or other connected apps, creating a more personalized and efficient customer experience.

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


How Does Rivo Loyalty Work With Shopify Flow?

There are three components to a workflow in Shopify Flow:

  • Trigger – The event that initiates your automation

  • Conditions – Rules to determine if the action will execute

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

As an event from Rivo can trigger your workflows, you can connect it to an Action from another app or set conditions to determine what actions are performed.

πŸ’‘ Find out more: Check out Shopify's Flow guide


Rivo Triggers

Trigger (Start when...)

Description

Trigger variables supported in Conditions

Customer birthday

Workflow starts when a customer receives birthday points or rewards

customer_id

Customer moved down a tier

Workflow starts when a customer moves to a lower VIP tier

  • VIP Tier Name

  • VIP Tier ID

Customer moved up a tier

Workflow starts when a customer moves to a higher VIP tier

  • VIP Tier Name

  • VIP Tier ID

Referral completed

Workflow starts when a customer's referral is successfully completed

  • Friend Email

  • Reward Name

Considerations

  • For the 'VIP Tier Name' and 'Reward Name' trigger variables, use the exact name of your tier (e.g. Gold) or friend reward (e.g. $5 off). These fields are case-sensitive.

  • For the 'VIP Tier ID' variable, use the number that comes after /tiers/ in the URL

    VIP Tier settings
  • When creating conditions for the Customer Birthday trigger, you can use the customer_id to target specific customers.


How To Create a Workflow?

  1. From your Shopify admin, open the Flow app

  2. Click Create workflow

  3. Click Select a trigger

    Shopify Flow editor
  4. Select Rivo Loyalty Rewards Referrals

  5. Click the Rivo trigger you want to add

    Rivo triggers within the Shopify Flow editor
  6. Optional: On the Rivo trigger, click Then > Condition and select the Rivo trigger variable that you want to use

  7. Complete your workflow with more conditions if needed, select an Action, and make sure to activate the workflow by clicking on Turn on workflow


Common Questions

Is there any Rivo Action I can use for my workflow?

Yes! Rivo has Actions like adding points for custom actions, adding points for reviews, and updating VIP tiers. Find here the complete list of available actions, get creative with your workflows, and let us know if you have any questions!

What are some example use cases for Rivo triggers?

Here are some ideas for using Rivo triggers:

  • When a customer moves up a tier, send them a special email or SMS congratulating them

  • When a referral is completed, tag the referring customer in Shopify for special treatment

  • On a customer's birthday, create a task for your team to follow up with personalized outreach

  • When a customer moves down a tier, add them to a win-back email campaign

What other triggers can I add?

More Triggers are on the way. Reach out to us through the live chat if there's any event you would love to suggest!

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