Rivo and Postscript integration explained
Unlock the potential of SMS marketing to connect with your Loyalty program members instantly and personally. Using Postscript you can further engage with customers and build brand loyalty through targeted promotions.
β¨ Integrations are available from the Starter plan and above. Check out how many apps you can integrate with your Rivo account here β
Benefits
Add Loyalty data as Custom Properties to subscriber profiles
Rivo-Points-Balance (e.g.
1000
)Rivo-Loyalty-Status (e.g.
member
)Rivo-Referral-URL (e.g.
https://example.com/?referral_code=X
)Rivo-VIP-Tier-Name (e.g.
Gold
)Rivo-Date-of-Birth (e.g.
9-28
)
Trigger an automation flow once a Rivo property is updated
Use Rivo properties as subscriber filters and cancellation triggers in campaign flows
Select Rivo properties as event splits in the flow builder
Choose Rivo properties as criteria for segmentation
Personalize messages in flows using Rivo properties.
Connecting Rivo with Postscript
From the Rivo Dashboard, go to Integrations
Find Postscript and click Configure
Enter your private API key (Where to find my Private API Key?)
Optional: Check the Custom Event Trigger box to add Rivo flow triggers to your Postscript account
Click Save
Toggle the switch
ON
to enable the integration.
Where to find my Private API Key?
From your Postscript Dashboard, go to your account settings
Click API
Click on the Create Security Key Pair button
Once the new key is generated, add the label
Click Show and copy the key.
Viewing Loyalty data in your subscriber's profile
Locate the Rivo properties of your subscribers within their profile in Postscript.
Enter the phone number of a subscriber in the Search bar or access your segments to find the subscribers within
Click on the profile
Scroll down to Custom Properties and see the Loyalty data available
π Note: We will add Rivo properties to Member profiles only.
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.
From your Postscript Dashboard, go to Messaging
Click Segments
Click the Create Segment button on the top right corner
Enter the name of your new segment
Below Segment Criteria, click on the pre-selected filter to replace it
From the dropdown menu, select any of the Rivo properties available
Optional: Click + Add Rule to add an
or
connector within the same filterAdd more filters for your segment if needed and click Save Segment
Using Loyalty data in Automations
Automation flows are sequential communications triggered by specific events. Use the Rivo event to run the flow automatically and send personalized messages.
From your Postscript Dashboard, go to Automations
Click Create Automation > Create Automation Flow
Create a flow from scratch to open the flow builder
Under Trigger event or property, click Select an event
Select Rivo - loyalty_profile_updated from the dropdown menu
Under Trigger filter, click + Add Filter
Add a Rivo property as part of your criteria to filter the subscribers who will receive your text messages
Click Save
Make sure you have completed your flow with your preferred Flow Actions
Click Save Changes or Schedule or Activate.
π‘ Pro Tip: Rivo data 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.
Using Loyalty data in Campaigns
You can create a campaign flow to deliver messages to a targeted customer segment. For greater customization, use the Rivo event to automatically remove a subscriber from the flow if any of their Rivo properties are updated.
From your Postscript Dashboard, go to Campaigns
Click Create Campaign > Create Campaign Flow
Create a flow from scratch or use a template to open the flow builder
Select which customer segment you wish to send the campaign
Optional: Select which segment you want to exclude from the campaign
Optional: Under Remove a subscriber when (optional), click + Add Trigger and select Rivo - loyalty_profile_updated
Click Save
Make sure you have completed your flow with your preferred Flow Actions
Click Save Changes or Schedule or Activate.
π‘ Pro Tip: Rivo data 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.
Create a campaign flow or automation flow
Drag the Send message box from the Flow Actions menu and drop it wherever you wish
Click the purple tag icon (π·οΈ) at the bottom of the message field
Below Subscriber Properties, you will see the Rivo properties available
Once you are finished composing the message, click Save
Make sure you have completed your flow and click Save Changes or Schedule or Activate.
π Note: You can only use the Loyalty data as message tags in your campaign flow or automation flow.
Common Questions
Can I use Rivo properties as events in Postscript?
Yes, you can use the flow trigger Rivo - loyalty_profile_updated to start an automation flow. Make sure to add a subscriber filter to specify the Rivo property.
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 automations.
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.
How long does it take to reflect the Rivo Loyalty data in Postscript?
The Loyalty data should be synced in a few seconds after the new subscriber is added to your dashboard. You can see them below Custom Properties on your subscriber's profile page.
Will the Loyalty data show up for all subscribers?
Our integration uses phone numbers to match the Members of your Loyalty program, which means that we will send the data to subscribers whose profiles have both emails and phone numbers.
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