SMS marketing is a powerful tool to reach out to customers and promote your products and services directly to their mobile devices. When integrated with Rivo Loyalty, it can help to further engage with customers and build brand loyalty through targeted promotions to members of the program.
✨ Integrations are available from the Starter plan and above. Check out how many apps you can integrate with your Rivo account here →
In this article:
Benefits
Use Rivo properties as filters for your segments
Add Loyalty data as message tags in campaign and automation flows
Filter the subscribers who enter a flow based on a Rivo condition.
How to connect Rivo Loyalty with Postscript
From the Rivo Dashboard, go to Integrations.
Scroll down to the SMS Marketing section to find Postscript and click Configure.
Enter your Postscript's Private API Key and click Update Integration.
Toggle the switch ON to enable the integration.
Using Loyalty data to create segments in Postscript
Segmentation is a helpful tool that allows you to send targeted campaigns and messages to a specific group of subscribers. This means you can reach out to subscribers who are enrolled in your Loyalty program based on their properties.
From your Postscript dashboard, click Messaging.
Click Segments.
On the top right corner, click Create Segment.
Below Segment Criteria, you'll see a pre-selected filter. You can either keep it and click + Add Filter or click the pre-selected filter to replace it.
From the dropdown menu, select any of the Rivo properties available:
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
Feel free to add a rule for the filter you've selected or add more filters for your segment. Postscript will show you the segment size every time you edit the filters.
Make sure to name your segment and click Save Segment.
Previewing Loyalty data in your subscriber's profile
On the Segments page, click any segment that has at least 1 member.
Click View subscribers.
Search the subscriber on the page and click View.
Scroll down to Custom Properties to see the Loyalty data of your subscriber.
Adding Rivo properties to messages
Either you create a campaign flow or an automation flow, you can use the Loyalty data as message tags.
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 Loyalty data:
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
Once you are finished composing the message, click Save.
Make sure you have finished your flow and click Save Changes or Schedule or Launch.
📝 Note: You can only use the Loyalty data as message tags in your campaign flow or automation flow.
Common questions
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 customers, which means that we will send the data to subscribers whose profiles in Shopify have both emails and phone numbers.
Can I use Rivo properties as triggers in Postscript?
Our properties only work as filters at the moment.
Section | Filters Usage | Triggers Usage |
Segment | To segment customers based on {{criteria}} | - |
Automation Flow | To filter the subscriber who has been added to the flow ('include a subscriber only if') | To add or remove a subscriber from the flow, to split the flow depending on an event |
Legacy Automation | To filter the subscriber who has been added to the flow ('only include users who') | To define the action that will cause the automation series to start or stop sending |
Campaign Flow | To filter the subscriber who has been added to the flow ('remove a subscriber when') | To remove a subscriber from the flow (cancellation event), to split the flow depending on an event |
Campaign | - | - |
We look forward to expanding our current capabilities so please add your vote here - we want to hear from you!
I can't get the app up and running. Can you help me?
Please reach out to [email protected] and our dedicated team will be happy to help you with any questions or requests!