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.
From your Rivo app or https://help.rivo.io, click on the "lime green" chat icon in the bottom right corner of the screen
Type your question into the chat box
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 |
Guaranteed Time to First Reply per Priority** | 24 hours | P0: <1 hr |
Resolution Timeframes | N/A | P0: <4 hrs |
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.