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Referral Program Integrations

Connect Rivo Referrals to apps you already use

James Dohm avatar
Written by James Dohm
Updated over a week ago

Overview

Rivo Referrals integrates seamlessly with leading email and SMS marketing platforms to supercharge your referral program with automated marketing campaigns. These integrations enable you to create sophisticated referral marketing workflows by automatically syncing customer referral data, tracking referral events, and triggering personalized campaigns based on referral activities.

✨To view all integrations available, visit your dashboard β†’

Key Benefits:

  • Automated Referral Campaigns: Trigger email and SMS campaigns when customers complete referrals, invite friends, or become advocates

  • Real-time Data Sync: Keep customer referral data up-to-date across all your marketing platforms

  • Personalized Messaging: Use referral-specific data like reward codes, friend emails, and referral URLs in your campaigns

  • Advanced Segmentation: Create targeted campaigns based on referral status, advocate activity, and campaign participation


Referral Events & Automation

Rivo automatically sends referral events to your connected marketing platforms, enabling you to create automated workflows and campaigns. Here are the key referral events that trigger integrations:

Referral Completed

Triggered when a referred friend makes their first purchase, completing the referral process. This event includes the friend's email address and can be used to send thank-you messages to advocates or follow-up campaigns to new customers.

Referral Friend Claim

Triggered when a referred friend claims their discount or reward. This event includes reward details like the reward name, discount code, and terms of service, perfect for creating welcome campaigns for new referred customers.

Referral Invite Friend

Triggered when an advocate sends referral invitations to friends. This event includes the advocate's name, friend's email, and reward information, ideal for creating follow-up campaigns to track invitation success.

Advocate Signup

Triggered when a customer becomes a referral advocate. This event includes the customer's unique referral link and can be used to send welcome campaigns with sharing instructions and tips for successful referrals.

πŸ’‘ Pro Tip: Use these events to create automated email sequences that guide advocates through the referral process and celebrate successful referrals with both advocates and their friends.


Klaviyo integration

Klaviyo integration provides comprehensive referral event tracking and customer profile syncing. Perfect for creating advanced referral marketing flows and segmentation.

Data Synced

Description

Use Cases

Rivo Points Balance

Customer's current points balance

Segment high-value advocates, create point-based campaigns

Rivo Loyalty Status

Customer's loyalty program status and VIP tier

Target VIP advocates, create tier-specific referral campaigns

Rivo Referral URL

Customer's unique referral link with fraud protection

Include in email campaigns, social sharing templates

Referral Events

Real-time referral completion, friend claims, invitations

Automated thank-you emails, celebration campaigns

Reward Information

Discount codes, reward names, terms of service

Personalized reward notifications, expiry reminders


Postscript

Postscript integration enables SMS marketing automation for referral programs. Ideal for time-sensitive referral promotions and mobile-first referral sharing.

Data Synced

Description

Use Cases

Rivo Points Balance

Customer's current points balance

SMS alerts for point milestones, referral rewards

Rivo Loyalty Status

Customer's loyalty program status

VIP referral program announcements via SMS

Rivo Referral URL

Customer's unique referral link

SMS referral sharing, quick mobile sharing

Referral Events

Referral completions, friend signups, invitations

Instant SMS notifications, celebration messages


Drip

Drip integration focuses on customer profile synchronization for referral-based segmentation and personalized email marketing.

Data Synced

Description

Use Cases

Rivo Points Balance

Customer's current points balance

Create segments based on referral activity

Rivo Loyalty Status

Customer's loyalty program status

Target loyal customers for referral campaigns

Rivo Referral URL

Customer's unique referral link

Personalized referral email campaigns

Rivo VIP Tier Name

Customer's VIP tier status

VIP-specific referral program benefits


Mailchimp

Mailchimp integration provides customer data synchronization for referral program marketing and audience segmentation.

Data Synced

Description

Use Cases

Rivo Points Balance

Customer's current points balance

Audience segmentation by referral engagement

Rivo Loyalty Status

Customer's loyalty program status

Create referral campaigns for different customer tiers

Rivo Referral URL

Customer's unique referral link

Include referral links in newsletters and campaigns

Rivo VIP Tier Name

Customer's VIP tier status

Tier-based referral program communications


Attentive

Attentive integration combines SMS and email marketing with comprehensive referral event tracking for omnichannel referral campaigns.

Data Synced

Description

Use Cases

Rivo Points Balance

Customer's current points balance

Cross-channel referral reward notifications

Rivo Loyalty Status

Customer's loyalty program status

VIP referral program communications

Rivo Referral URL

Customer's unique referral link

Multi-channel referral sharing campaigns

Referral Events

Complete referral event tracking

Automated SMS and email referral workflows


Shopify Flow

Shopify Flow integration enables native Shopify automation workflows triggered by referral events. Perfect for creating custom business logic and connecting referral activities to other Shopify apps.

Trigger

Description

Automation Ideas

Customer Moves Up a Tier

Triggered when a customer advances to a higher VIP tier

Send VIP referral program invitations, unlock exclusive rewards

Customer Birthday

Triggered on a customer's birthday

Birthday referral bonuses, special sharing incentives

Referral Completed

Triggered when a referral is successfully completed

Tag customers, update metafields, trigger other app actions

Customer Tier Downgrade

Triggered when a customer moves to a lower tier

Re-engagement campaigns, referral incentives to regain status


Post-Purchase Referral Integration

Rivo's post-purchase referral extension automatically appears on your thank-you page, encouraging customers to share their referral link immediately after making a purchase. This integration works seamlessly with your marketing platforms to track sharing activities.

Social Sharing Integration

The post-purchase extension includes built-in social sharing buttons that integrate with your referral tracking:

  • Facebook: Share referral links directly to Facebook with automatic URL tracking

  • WhatsApp: Send personalized referral messages via WhatsApp with custom messaging

  • Twitter/X: Tweet referral links with customizable messages and hashtags

  • SMS: Send referral links via text message with personalized content

  • Email: Share via email with pre-filled subject lines and referral messaging

All social sharing activities are tracked and can trigger events in your connected marketing platforms, enabling you to create follow-up campaigns based on sharing behavior.

πŸ’‘ Pro Tip: Enable preview mode in your post-purchase referral settings to test the integration with specific email addresses before going live.


Referral Smart Links Integration

Rivo's referral smart links are the foundation of all referral integrations. These unique, fraud-protected URLs automatically sync to your marketing platforms and enable sophisticated tracking across all channels.

  • Automatic Generation: Every customer gets a unique referral code that works across all integrations

  • Custom Domain Support: Uses your Shopify custom domain for branded referral experiences

  • Fraud Protection: Built-in fraud detection prevents abuse and ensures legitimate referrals

  • Campaign Tracking: Links can be tagged with specific campaign IDs for detailed analytics

  • Cross-Platform Sync: Referral URLs automatically sync to all connected marketing platforms

For detailed information about referral smart links, see our Referral Smart Links guide.


Referral Campaign Rules & Integration

Referral campaigns include advocate rules and friend rules that determine eligibility and rewards. These rules affect what data is sent to your marketing integrations and when events are triggered.

Advocate Rules

Advocate rules determine who can participate in your referral program and what rewards they receive. These rules influence:

  • Which customers receive advocate signup events in your marketing platforms

  • When referral completion events are triggered

  • What reward information is included in integration data

  • Customer segmentation based on advocate eligibility

Friend Rules

Friend rules determine the requirements for referred customers and their rewards. These rules affect:

  • When friend claim events are sent to marketing platforms

  • What discount codes and reward details are included in integration data

  • Eligibility criteria for referral completion events

  • Segmentation of referred customers in your marketing platforms

πŸ“‹ Note: Campaign rules are configured in your referral campaign settings and automatically apply to all integration data and events.


Troubleshooting Integration Issues

Common issues and solutions for referral program integrations:

Referral URL Not Appearing in Email Campaigns

  • Verify the integration is properly installed and active

  • Check that customer profiles have been synced (this may take up to 24 hours initially)

  • Ensure customers are eligible for the referral program based on your campaign rules

  • Confirm the referral URL field is correctly mapped in your email template

Referral Events Not Triggering in Marketing Platforms

  • Verify that event tracking is enabled in your integration settings

  • Check that the specific referral events you want are enabled for your integration

  • Ensure referrals meet your campaign rules and eligibility requirements

  • Allow up to 15 minutes for events to appear in your marketing platform

Post-Purchase Referral Sharing Not Working

  • Check that the post-purchase referral extension is enabled in your checkout settings

  • Verify that social sharing buttons are enabled if you want those options

  • Ensure customers aren't tagged as "Rivo Advocate" (which hides the extension)

  • Test with preview mode enabled using specific email addresses

Campaign-Specific Integration Issues

  • Verify that your referral campaign is active and not expired

  • Check that advocate and friend rules are properly configured

  • Ensure reward settings are complete for both advocates and friends

  • Confirm that campaign-specific data is being sent to your marketing platform

⚠️ Need Help? If you're still experiencing issues, contact our support team with specific details about your integration setup and the problems you're encountering.


Custom Integrations with Rivo API

For advanced use cases and custom solutions, you can use the Rivo API to build your own referral integrations. The API provides access to all referral data and events that power our built-in integrations.

API Capabilities for Referral Programs

  • Customer Referral Data: Access referral URLs, advocate status, and referral history

  • Referral Events: Receive webhooks for all referral activities and completions

  • Campaign Information: Retrieve referral campaign settings, rules, and rewards

  • Reward Management: Access discount codes, reward details, and redemption status

  • Analytics Data: Pull referral performance metrics and conversion data

Common API Use Cases

  • Building custom referral dashboards and reporting tools

  • Integrating referral data with CRM systems and customer service platforms

  • Creating custom referral sharing experiences and landing pages

  • Connecting referral events to business intelligence and analytics tools

  • Building automated referral reward fulfillment systems

πŸ’‘ Pro Tip: Use the API in combination with our built-in integrations to create hybrid solutions that leverage both automated marketing workflows and custom business logic.

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