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
From your Rivo Dashboard, go to Integrations
Find Postscript in the Email & SMS Marketing section and click Configure
Enter your private API key (Where to find my Private API Key?)
Click Save
Optional: Under Custom Event Triggers, check the list of events you'd like to add to your Postscript account
Toggle the switch
ONto 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?
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, enter the label
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.
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.
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 > Create Segment
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
orconnector within the same filterOptional: Add more filters for your segment if needed
Click Save Segment.
Rivo properties available
Property | Example |
Custom Field Rivo-Date-of-Birth |
|
Custom Field Rivo-Loyalty-Status |
|
Custom Field Rivo-Points-Balance |
|
Custom Field Rivo-Referral-URL |
|
Custom Field Rivo-VIP-Tier-Name |
|
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
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
From the dropdown menu, select any of the Rivo events available
Optional: Add filters to the trigger if you want to be more specific on when the flow should start
Click Save
Make sure you have completed your flow with your preferred Flow Actions
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 event | Description | Trigger filters |
Rivo - AdvocateSignup | A customer signed up for the referral program through a campaign | • Referral Link |
Rivo - BirthdayCaptured | A customer enrolled in the program saved their birthdate | • Captured At • Dob |
Rivo - CustomerAccountActivated | A customer created an account using Shopify's legacy customer account system or via Rivo Accounts | • Account Activated At |
Rivo - CustomerBirthday | A customer enrolled in the program earned points for celebrating their birthday
| • Earnings Amount |
Rivo - CustomerMovesDownATier | A customer enrolled in the program fell to a lower tier | • Vip Tier Name |
Rivo - CustomerMovesUpATier | A customer enrolled in the program unlocked a higher tier | • Vip Tier Name |
Rivo - NotificationPointsExpiry LastChance | A customer enrolled in the program will have their points balance expire in 3 days | • Expiry Date • Expiry Date Formatted • Time Until Expiry |
Rivo - NotificationPointsExpiry Warning | A customer enrolled in the program will have their points balance expire in 30 days | • Expiry Date • Expiry Date Formatted • Time Until Expiry |
Rivo - NotificationRewardExpiry LastChance | A customer enrolled in the program will have their reward expire in 3 days | • Expiry Date • Expiry Date Formatted • Reward • Time Until Expiry |
Rivo - NotificationRewardExpiry Warning | A customer enrolled in the program will have their reward expire in 30 days | • Expiry Date • Expiry Date Formatted • Reward • Time Until Expiry |
Rivo - PointsEarned | A customer enrolled in the program earned points after completing an action | • Earnings Amount |
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 - ReferralFriendClaim | A referred friend followed the referral link and claimed their reward | • Friend Email • Reward Code • Reward Name • Reward Tos |
Rivo - ReferralInviteFriend | An advocate sent their referral link through the email sharing option. The event is attributed to the advocate | • Advocate Name • Friend Email • Reward Name |
Rivo - RewardRedeemed | A customer enrolled in the program redeemed or earned a reward. This event works for both advocates and referred friends | • Reward Code |
📝 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
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 any of the Rivo events available
Click Save
Make sure you have completed your flow with your preferred Flow Actions
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.
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 (🏷️) 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.
📝 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 |
|
Rivo-Loyalty-Status |
|
Rivo-Points-Balance |
|
Rivo-Referral-URL |
|
Rivo-VIP-Tier-Name |
|
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!