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Rivo Onboarding & Services and Support Options

Learn about our dedicated launch migration services and support packages

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. 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 on a Rivo custom plan.


Onboarding & Services

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? 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.


Rivo Chat Support

Our live chat service is the fastest way to get in touch with our support team! The support advisors are here to help with essential questions about the Rivo platform. They can also help with some technical questions and triaging requests to our second-level support.

  1. From your Rivo app or https://help.rivo.io, click on the "lime green" chat icon in the bottom right corner of the screen

  2. Type your question into the chat box

  3. Someone from the Rivo team will respond as soon as they're available.

✨ Live chat support is available 24 hours a day, 7 days a week.


Rivo Customer Success Services

If you're subscribed to the Custom plan with priority support, your Dedicated Customer Success Manager is here to help.

Your CSM is your main point of contact for strategic advice, product-related questions, and account management. They are your partner in business to advise on new features and best practices that Rivo uses, to understand your business goals, help you achieve them using our platform, and are committed to your long-term success.

You can schedule a meeting with your assigned customer success specialist or reach out to them directly via their provided contact details or by emailing [email protected].


Overview of Rivo Support Options

Compare support plans and options available on each Rivo pricing tier.

Category

Self Service

Custom / Enterprise

Service-Level Agreement (SLA)

Help Center support and basic live chat support

Global support for large brands needing extended 24x7 coverage

Chat & Email Availability

24/5

24/7

Business Hours per Priority*

N/A

P0: 24/7
P1: 24/7
P2: M-F 8AM-6PM
P3-P4: M-F 8AM-6PM

Guaranteed Time to First Reply per Priority**

24 hours

P0: <1 hr
P1: <2 hr
P2: <4 hr
P3: <12 hr
P4: <24 hr

Resolution Timeframes

N/A

P0: <4 hrs
P1: <8 hrs
P2: <24 hrs
P3: <3 days
P4: <5 days

Uptime Guarantee

N/A

99%

In-depth Knowledge Base

Yes

Yes

Emergency Support Team

N/A

Yes

Slack Connect Channel

N/A

24/7

Quarterly Business Success Check-ins

N/A

Yes

Escalation Process

Standard Support

Initial triage by CSM or on call Engineer

Escalation to executive team if unresolved

Emergency escalation for P1 or unresolved P0 issues

Executive review for unresolved P0/P1 issues

*Business Hours per Priority

All business hours are outlined in EST timezones.

**Priority Level Definitions

P0: Critical (eg. Rivo has an outage)
P1: Major functionality issue (eg. customers cannot redeem points)
P2: Moderate impact (eg. a key feature not working for a subset of customers)
P3: Minor impact (eg. cosmetic or display issues with minor impact)
P4: General inquiry (eg. product feedback)


Get in touch with our team

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

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