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Postscript integration

Bring your Loyalty program data into Postscript to send personalized messages and set up automated flows

Ana Rincon avatar
Written by Ana Rincon
Updated over 8 months ago

Rivo and Postscript integration explained

Unlock the potential of SMS marketing to connect with your customers instantly and personally. Using Postscript you can further engage with subscribers and build brand loyalty through targeted promotions.

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

Benefits

  • Add Loyalty data as custom properties to subscriber profiles

  • Trigger an automation flow when a customer takes action within your program

  • Use Rivo events as event splits and subscriber event splits in automation flows

  • Use Rivo events as cancellation triggers in automation and campaign flows

  • Choose Rivo custom properties as criteria for segmentation

  • Personalize messages in flows using Rivo custom properties.

✨ Rivo events are available on the Plus plan only

Connecting Rivo with Postscript

  1. From your Rivo Dashboard, go to Integrations

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

  3. Enter your private API key (Where to find my Private API Key?)

    Private API Key field on the Postscript integration page

  4. Click Save

  5. Optional: Under Custom Event Triggers, check the list of events you'd like to add to your Postscript account:

    1. Points Earned

    2. Customer Moves Up A Tier

    3. Customer Moves Down A Tier

    4. Reward Redeemed

    5. Referral Completed

  6. Toggle the switch ON to enable the integration.

📝 Note: The 'Loyalty Profile Updated' event will be deprecated so please consider migrating to the new events under Custom Event Triggers.

Where to find my Private API Key?

  1. From your Postscript Dashboard, go to your account settings

  2. Click API

  3. Click on the Create Security Key Pair button

  4. Once the new key is generated, enter the label

  5. Click Show and copy the private key.

Viewing Loyalty data in your subscriber's profile

Locate the Rivo properties of your subscribers within their profile in Postscript.

  1. Enter the phone number of a subscriber in the Search bar or access your segments to find the subscribers within

  2. Click on the profile

  3. Scroll down to Custom Properties and see the Loyalty data available.

Creating segments based on Loyalty data

Segmentation is a helpful tool that allows you to send targeted messages to a specific group of subscribers based on their Rivo properties.

  1. From your Postscript Dashboard, go to Messaging

  2. Click Segments > Create Segment

  3. Enter the name of your new segment

  4. Below Segment Criteria, click on the pre-selected filter to replace it

  5. From the dropdown menu, select any of the Rivo properties available

  6. Optional: Click + Add Rule to add an or connector within the same filter

  7. Optional: Add more filters for your segment if needed

  8. Click Save Segment.

Rivo properties available

Property

Example

Custom Field Rivo-Date-of-Birth

9-28

Custom Field Rivo-Loyalty-Status

member

Custom Field Rivo-Points-Balance

1000

Custom Field Rivo-Referral-URL

https://example.com/?referral_code=X

Custom Field Rivo-VIP-Tier-Name

Gold

Using Loyalty data in automation flows

Automation flows are sequential communications triggered by specific events. Use the Rivo events to run flows automatically and send personalized messages.

✨ Rivo events are available on the Plus plan only

  1. From your Postscript Dashboard, go to Automations

  2. Click Create Automation > Create Automation Flow

  3. Create a flow from scratch to open the flow builder

  4. Under Trigger event or property, click Select an event

  5. From the dropdown menu, select any of the Rivo events available

  6. Optional: Add filters to the trigger if you want to be more specific on when the flow should start

  7. Click Save

  8. Make sure you have completed your flow with your preferred Flow Actions

  9. Click Save Changes or Schedule or Activate.

💡 Pro Tip: Rivo custom properties and events can be used in automation flows as trigger events, trigger filters, subscriber filters, cancellation triggers, trigger event splits, wait for event splits, and merge tags.

Rivo events available

Trigger events

Description

Trigger filters

Rivo - CustomerMovesDownATier

A Loyalty program member fell to a lower tier

• VIP Tier Name

Rivo - CustomerMovesUpATier

A Loyalty program member unlocked a higher tier

• VIP Tier Name

Rivo - PointsEarned

A Loyalty program member earned points after completing an action

• Earnings Amount
• Trigger Name

Rivo - ReferralCompleted

An advocate earned a reward after their referred friend placed their first order. The event appears on the advocate's profile

• Friend Email

Rivo - RewardRedeemed

A Loyalty program member redeemed or earned a reward. This event works for both advocates and friends

• Reward Code
• Reward Name
• Reward ToS

📝 Important Note: Starting September 10th, 2024, all Rivo events enabled will be automatically added to the Postscript account upon the integration setup.

Using Loyalty data to set up campaigns

You can create a campaign flow to deliver messages to a targeted customer segment. For more customization, you can use the Rivo event to automatically remove a subscriber from the flow if any of their Rivo properties are updated.

✨ Rivo events are available on the Plus plan only

  1. From your Postscript Dashboard, go to Campaigns

  2. Click Create Campaign > Create Campaign Flow

  3. Create a flow from scratch or use a template to open the flow builder

  4. Select which customer segment you wish to send the campaign

  5. Optional: Select which segment you want to exclude from the campaign

  6. Optional: Under Remove a subscriber when (optional), click + Add Trigger and select any of the Rivo events available

    Rivo events in campaign flows

  7. Click Save

  8. Make sure you have completed your flow with your preferred Flow Actions

  9. Click Save Changes or Schedule or Activate.

💡 Pro Tip: Rivo custom properties and events can be used in campaign flows as cancellation triggers, wait for event splits, and merge tags.

Adding Loyalty data to messages

Use merge tags to put each subscriber's Rivo properties into your text messages in campaign and automation flows.

  1. Create a campaign flow or automation flow

  2. Drag the Send message box from the Flow Actions menu and drop it wherever you wish

  3. Click the purple tag icon (🏷️) at the bottom of the message field

  4. Below Subscriber Properties, you will see the Rivo properties available

  5. Once you are finished composing the message, click Save

  6. Make sure you have completed your flow and click Save Changes or Schedule or Activate.

📝 Note: You can only use the Loyalty data as message tags in your campaign flow or automation flow.

Rivo properties available

Property

Example

Rivo-Date-of-Birth

9-28

Rivo-Loyalty-Status

member

Rivo-Points-Balance

1000

Rivo-Referral-URL

https://example.com/?referral_code=X

Rivo-VIP-Tier-Name

Gold

Common Questions

Will the Loyalty data show up for all subscribers?

Our integration uses phone numbers to match the Members and Guests of your Loyalty program, which means that we will send the data to subscribers whose profiles have both emails and phone numbers.

Can I use the Rivo event in legacy automations?

No, you can only find it in automation flows. However, you can still use the Rivo properties as user filters in your legacy automation.

Can I use Loyalty data in standard campaigns?

No, you can only use it in campaign flows. You will be able to use the Rivo event for cancellation triggers and the Rivo properties as merge tags in your messages.

Can't get the app up and running? Please reach out to our live chat support team!

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