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 a week 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:

    • 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 on a profile

  • Use Rivo properties as subscriber filters and cancellation triggers in campaign flows

  • Use Rivo properties as event splits in automation flows

  • Choose Rivo properties as criteria for segmentation

  • Personalize messages in flows using Rivo properties.

✨ Rivo properties in campaign and automation flows 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?)

    Postscript integration page
  4. Optional: Check the Custom Event Trigger option to add Rivo flow triggers to your Postscript account

  5. Click Save

  6. Toggle the switch ON to enable the integration.

✨ Rivo properties in campaign and automation flows are available on the Plus plan only

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 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.


Using Loyalty data to trigger flows

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

✨ Rivo properties in campaign and automation flows 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. Select Rivo - loyalty_profile_updated from the dropdown menu

  6. Under Trigger filter, click + Add Filter

  7. Add a Rivo property as part of your criteria to filter the subscribers who will receive your text messages

  8. Click Save

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

  10. Click Save Changes or Schedule or Activate.

💡 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 to set up 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.

✨ Rivo properties in campaign and automation flows 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 Rivo - loyalty_profile_updated

  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 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.

  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.


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 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.

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