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Postscript integration

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

Written by Ana Rincon

Rivo and Postscript integration explained

Unlock the potential of SMS marketing to connect with your customers instantly and personally. Using Postscript with Rivo, you can engage with subscribers through your loyalty program data, create targeted segments, automate personalized messages, and drive higher engagement through SMS campaigns.


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


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Benefits

  • Sync loyalty data (points balance, VIP tier, referral URL, loyalty status) as custom properties to subscriber profiles

  • Trigger targeted automation flows when customers earn points, redeem rewards, move between VIP tiers, or complete referrals

  • Use Rivo events as event splits and subscriber event splits in automation flows for personalized customer journeys

  • Use Rivo events as cancellation triggers in automation and campaign flows to prevent message overlap

  • Create powerful segments based on loyalty status, points balance, and VIP tier for targeted campaigns

  • Personalize messages in flows using Rivo custom properties to increase engagement and conversions


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✨ On current plans, Rivo events are available on the Plus plan
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Connecting Rivo with Postscript

  1. From your Rivo Dashboard, go to Integrations

  2. Find Postscript in the Email & SMS Marketing section and open it

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

  4. Click Save

  5. Optional : Under Custom Events Trigger , check the list of events you’d like to add to your Postscript account

  6. Toggle the switch ON to enable the integration.


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📝 Note: Profile updates sync your subscribers’ Rivo properties. To trigger messages for loyalty activity, use the specific events under Custom Events Trigger.
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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.


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How customer data syncs

When the integration is connected and turned ON, Rivo automatically sends updated loyalty properties to existing Postscript subscribers when a customer’s points balance, store credit balance, loyalty status, or birthday changes. These properties include their points balance, store credit balance, loyalty status, referral URL, and birthday. VIP tier information is included when available and enabled for syncing.
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You can view these values under Custom Properties on the subscriber’s Postscript profile. Updates happen in the background, so a changed balance may take some time to appear. A VIP tier change on its own may not refresh the subscriber’s properties until another loyalty profile update. Changes imported by CSV may also need a manual refresh.
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Refresh existing customer data

Use a manual sync to catch up on missing or stale loyalty data—for example, if you enabled Postscript after customers had already earned points.

  1. In Rivo, go to Integrations > Postscript.

  2. Find the Data Sync card.

  3. Click Sync Customers and confirm.

This starts a full refresh for customers in Rivo who have a phone number. They must already exist as matching Postscript subscribers to receive the updated properties. When finding a subscriber, Rivo uses the customer’s phone number; an email address alone does not establish a match.
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The Sync Customers button is unavailable for one hour after you start a manual sync. The refresh runs in the background, so allow time for it to finish. You do not need to run it on a schedule: automatic updates keep customer data current as loyalty profiles change.


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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.


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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.


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Rivo properties available

Property
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Example
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Custom Field Rivo-Date-of-Birth
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9-28
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Custom Field Rivo-Loyalty-Status
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member
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Custom Field Rivo-Points-Balance
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1000
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Custom Field Rivo-Store-Credit-Balance
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25.00
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Custom Field Rivo-Referral-URL
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https://example.com/?referral_code=X
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Custom Field Rivo-VIP-Tier-Name
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Gold


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Using Loyalty data in automation flows

Automation flows are sequential communications triggered by specific events. Use Rivo events to automatically start flows when customers interact with your loyalty program, allowing you to send timely, relevant SMS messages that drive engagement and conversions.


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✨ On current plans, Rivo events are available on the Plus plan
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  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.


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💡 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.
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Rivo events available

Trigger event
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Description
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Trigger filters
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Rivo - AdvocateSignup
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A customer signed up for the referral program through a campaign
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• Referral Link
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Rivo - BirthdayCaptured
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A customer added their birthdate for the first time
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• Captured At
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• Dob
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Rivo - CustomerAccountActivated
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A customer’s account was activated for the first time in Rivo
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• Account Activated At
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Rivo - CustomerBirthday
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A customer enrolled in the program earned points for celebrating their birthday
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• Earnings Amount
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Rivo - CustomerMovesDownATier
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A customer enrolled in the program fell to a lower tier
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• Vip Tier Name
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Rivo - CustomerMovesUpATier
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A customer enrolled in the program unlocked a higher tier
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• Vip Tier Name
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Rivo - NotificationPointsExpiry LastChance
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A customer enrolled in the program has points due to expire in 3 days
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• Expiry Date
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• Expiry Date Formatted
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• Time Until Expiry
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Rivo - NotificationPointsExpiry Warning
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A customer enrolled in the program has points due to expire in 30 days
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• Expiry Date
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• Expiry Date Formatted
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• Time Until Expiry
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Rivo - NotificationRewardExpiry LastChance
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A customer enrolled in the program will have their reward expire in 3 days
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• Expiry Date
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• Expiry Date Formatted
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• Reward Name
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• Time Until Expiry
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Rivo - NotificationRewardExpiry Warning
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A customer enrolled in the program will have their reward expire in 30 days
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• Expiry Date
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• Expiry Date Formatted
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• Reward Name
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• Time Until Expiry
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Rivo - PointsEarned
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A customer enrolled in the program earned points after completing an action
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• Earnings Amount
• Trigger Name
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Rivo - ReferralCompleted
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An advocate earned a reward after their referred friend placed a qualifying order. Depending on your referral settings, this may wait until fulfillment. The event appears on the advocate’s profile
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• Friend Email
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Rivo - ReferralFriendClaim
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A referred friend followed the referral link and claimed their reward
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• Friend Email
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• Reward Code
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• Reward Name
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• Reward Tos
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Rivo - ReferralInviteFriend
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An advocate sent their referral link through the email sharing option. The event is attributed to the advocate
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• Advocate Name
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• Friend Email
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• Reward Name
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Rivo - RewardRedeemed
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A customer enrolled in the program redeemed or earned a reward. This event works for both advocates and referred friends, but excludes point-of-sale redemptions
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• Reward Code
• Reward Name
• Reward Tos
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Additional events supported in Postscript include the following. These are not available as checkboxes under Custom Events Trigger; contact support for help with availability and setup:

  • Rivo - MembershipSignup

  • Rivo - MembershipCanceled

  • Rivo - MembershipPendingCancellation

  • Rivo - EarningTransferCompleted

For membership lifecycle automations and event behavior, see Membership Integration Events.


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📝 Important Note: The loyalty events listed above are added to your Postscript account during integration setup. Enable the events you want to send under Custom Events Trigger. Membership and earning-transfer events are not added during this setup.
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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 a supported Rivo event as a cancellation trigger to remove a subscriber from the flow when that event occurs.


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✨ On current plans, Rivo events are available on the Plus plan
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  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

  7. Click Save

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

  9. Click Save Changes or Schedule or Activate.


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


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

Property
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Example
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Rivo-Date-of-Birth
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9-28
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Rivo-Loyalty-Status
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member
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Rivo-Points-Balance
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1000
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Rivo-Store-Credit-Balance
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25.00
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Rivo-Referral-URL
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https://example.com/?referral_code=X
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Rivo-VIP-Tier-Name
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Gold


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Common Questions

Will the Loyalty data show up for all subscribers?
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Rivo matches customers to existing Postscript subscribers using their phone number when one is available, or their Shopify customer ID when no phone number is available. An email address is not required for this match.
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Can I use the Rivo event in legacy automations?
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No, you can only find Rivo events in automation flows. However, you can still use the Rivo properties as user filters in your legacy automation.
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Can I use Loyalty data in standard campaigns?
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You can use Rivo properties to build customer segments for campaign targeting. To personalize messages with Rivo properties or use Rivo events as cancellation triggers, use campaign flows.
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How frequently is data synced between Rivo and Postscript?
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Rivo automatically updates subscriber properties when a customer’s points balance, store credit balance, loyalty status, or birthday changes. To catch up on stale data, go to Integrations > Postscript > Data Sync and click Sync Customers. You can start a manual sync once per hour; you do not need to run one on a schedule.
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Can I trigger a Postscript message when a customer favorites a product?
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Not currently. Rivo supports loyalty event triggers in Postscript, such as points earned, rewards redeemed, VIP tier changes, and referral activity, but favorites and wishlist activity are not included. If this would be useful for your store, let our support team know so we can track the request.
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Why is a custom action event missing in Postscript?
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Custom actions are sent under Rivo - PointsEarned (using the Trigger Name field). If the action did not award approved points, or if PointsEarned is not enabled in your Rivo Postscript settings, you will not see that event.


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Troubleshooting missing events or profile properties (across messaging integrations)

Use this checklist when data is missing in Postscript:

  1. Confirm the integration is connected and turned ON in Rivo.

  2. Confirm the relevant event is enabled in your Postscript integration settings.

  3. Confirm the customer exists as a Postscript subscriber and has completed the action you are testing.

  4. For custom actions, check Rivo - PointsEarned and filter by Trigger Name.

  5. Wait a few minutes and re-check. Event and property updates are processed in the background and can be delayed during high activity.

  6. If you also use other messaging integrations, compare behavior with:


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