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Rivo Loyalty & Referrals Onboarding & Services Guide
Rivo Loyalty & Referrals Onboarding & Services Guide

Learn about our dedicated launch team, personalized loyalty program design, free migration services, and comprehensive support

James Dohm avatar
Written by James Dohm
Updated this week

Welcome to the Onboarding & Services guide!

Our team is here to provide seamless support for your journey through onboarding Rivo Loyalty & Referrals. Here, you'll discover some of the services we offer designed to support you every step of the way whether you're starting a brand new loyalty program, or migrating from an existing platform.

Onboarding and Services are available with the paid Priority & Concierge access on Plus plans. For support and ways to get in touch with Rivo, see ways to contact the Rivo team.


Onboarding & Services plan

We're here to guide you every step of the way, making your transition as smooth as possible. To get your loyalty program off the ground, we offer a comprehensive 1-3 week onboarding process handled by your dedicated Onboarding Launch Team. This team will guide you through setup, migration, and design, ensuring everything is ready for launch.

1. Explore

Our onboarding process begins with a kickoff call, where you meet with the Rivo team and to explore and discuss your needs, expectations, and timeline for launch.

2. Build

Our team is dedicated to creating a loyalty program design that fits your brand perfectly. We consider your company’s unique needs, industry trends, and customer behavior patterns to create a personalized and effective loyalty program.

As part of our service, we will design a loyalty program that perfectly aligns with your brand and best practices. This includes everything from program structure and reward tiers to branding and aesthetics.

Transitioning from another app? No worries. We provide a free migration service to help you shift seamlessly from other loyalty apps to our platform. This includes the safe transfer of all your existing data, ensuring no interruption of your customer service.

3. Walkthrough

Following the kickoff call, your dedicated Onboarding Launch Team will conduct a walkthrough of the program. This will include a thorough tutorial of our platform, an explanation of the next steps, and a discussion about your customized loyalty program design.

4. Launch

We'll coordinate with you and your team to launch your Loyalty & Referrals program on your timeline.


Customer Support Training Workshops

Part of rolling out new software is making sure your team is supported and able to use it to help customers. We offer a custom workshop with your CS team to align them on the new loyalty software. This will go through basics of managing customers, adjusting points/tiers and managing the program. To book one of these training workshops get in touch with your customer success manager.


Next steps: Get in touch with our team!

Have an existing app and are interested in moving over to Rivo? To inquire about our app or start a migration, reach out to our customer success team.

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