Rivo Memberships: Complete Guide
Rivo Memberships enables brands to earn recurring revenue by offering valuable benefits to their most loyal subscribers. This comprehensive guide covers everything you need to know about setting up, managing, and optimizing your membership program.
What is Rivo Memberships?
Rivo Memberships is a comprehensive subscription platform that allows you to create recurring revenue streams while rewarding your most loyal customers. With flexible billing options, customizable benefits, and seamless Shopify integration, you can build a membership program that drives customer loyalty and increases lifetime value.
Important: Rivo Memberships requires Shopify Payments to be enabled on your store. Make sure to set up Shopify Payments (you can use test mode for testing) before configuring your membership program.
Getting Started with Memberships
Setting up your membership program is straightforward and can be completed in just a few steps:
Access Requirements
Shopify Payments enabled: Your store must have Shopify Payments activated
Rivo paid plan: Memberships are available on all paid Rivo plans
Admin access: You'll need admin access to both your Shopify store and Rivo dashboard
Initial Setup Process
Navigate to the Memberships tab in your Rivo dashboard
Click Create New Membership Tier to get started
Configure your first membership tier with pricing and benefits
Customize your membership landing page
Launch your program and start promoting to customers
Creating and Managing Membership Tiers
Membership tiers are the foundation of your program. Each tier represents a different subscription level with its own pricing and benefits.
Tier Configuration Options
Tier Name: Choose a descriptive name for your membership level (e.g., "Gold Member", "VIP Club")
Pricing: Set your membership price in your store's currency
Billing Interval: Choose from multiple billing options:
Daily (for testing purposes)
Weekly
Monthly (most popular)
Quarterly (every 3 months)
Semi-annually (every 6 months)
Annually (best value for customers)
Custom Icon: Upload a custom icon or use default styling
Status: Enable or disable tiers as needed
Shopify Product Integration
When you create a membership tier, Rivo automatically:
Creates a corresponding product in your Shopify store
Sets up subscription selling plans for recurring billing
Creates customer segments for targeting members
Applies appropriate customer tags for benefit eligibility
Pro Tip: After creating your membership product, visit it in Shopify to add product images and ensure "Only show this product with these purchase options" is selected under Purchase Options.
Membership Benefits
Rivo Memberships offers a comprehensive range of benefits you can offer to your subscribers. Each benefit can be customized and configured independently.
Free Shipping Benefits
Offer free shipping to your members on every order:
Automatic Application: Free shipping applies automatically to member orders
Shopify Integration: Uses Shopify's discount system with customer segments
Setup: Create a "MEMBERSHIPPING" discount code in Shopify and target your membership segment
Signup Discounts
Welcome new members with exclusive signup discounts:
Customizable Amount: Set fixed dollar amounts or percentage discounts
One-time Use: Discounts are typically applied once upon membership signup
Automatic Delivery: Discount codes are automatically generated and sent to new members
Priority Support
Provide enhanced customer service to your members:
Member Identification: Customer service teams can easily identify members through Shopify tags
Faster Response Times: Prioritize member inquiries in your support queue
Dedicated Channels: Create member-only support channels if desired
Early Access & Exclusive Content
Give members first access to new products and exclusive content:
Product Launches: Email members before general announcements
Sales & Promotions: Provide early access to sales events
Exclusive Content: Share member-only content, tutorials, or resources
Gated Content & Experiences
Create member-only sections of your website or exclusive experiences:
Member-Only Pages: Restrict access to certain website sections
Exclusive Events: Host member-only virtual or in-person events
Premium Content: Offer educational content, guides, or resources
Custom Benefits
Create unique benefits tailored to your brand and customers:
Flexible Configuration: Define any benefit that makes sense for your business
Custom Descriptions: Write compelling benefit descriptions for your landing page
Visual Elements: Add custom icons and styling to highlight benefits
Customer Experience
Understanding how customers interact with your membership program is crucial for success.
Membership Signup Process
Discovery: Customers find your membership page through navigation, promotions, or direct links
Selection: Customers choose their preferred membership tier and billing frequency
Checkout: Standard Shopify checkout process with subscription billing
Confirmation: Automatic email confirmation with membership details
Activation: Benefits become active immediately upon successful payment
Member Dashboard & Account Management
Members can manage their subscriptions through a dedicated portal:
Subscription Status: View current membership tier and billing information
Payment Method: Update credit card and billing information
Billing History: Access past invoices and payment records
Benefits Overview: See all available membership benefits
Points & Rewards: Track loyalty points earned through membership activities
Cancellation: Self-service cancellation options
Accessing the Member Portal
Your membership portal is available at: yourdomain.com/apps/ba-loy-dev/membership
Replace "yourdomain.com" with your actual store domain
Members must be logged into their Shopify customer account to access the portal
The portal automatically detects membership status and displays relevant information
Membership Landing Page Customization
Create a compelling membership landing page that converts visitors into subscribers.
Available Page Sections
Hero Section: Eye-catching header with your main membership message
Member Details: Information about membership tiers and pricing
Member Activity: Showcase member engagement and community
Benefits Section: Detailed list of membership benefits
FAQ Section: Address common questions and concerns
Customization Options
Colors & Branding: Match your brand colors and styling
Custom Text: Personalize all section titles and descriptions
Section Order: Rearrange sections to optimize your page flow
Custom CSS: Add advanced styling for unique designs
Member Card Logo: Upload your logo for member cards
FAQ Management: Add, edit, and reorder frequently asked questions
Navigation Tip: Add a link to your membership page in your store's header and footer navigation through Shopify's menu settings for maximum visibility.
Email Notifications
Rivo automatically sends important email notifications to keep members informed about their subscription status.
Types of Email Notifications
Membership Signup: Welcome email sent when customers first subscribe
Payment Success (Rebill): Confirmation emails for successful recurring payments
Payment Failure: Alerts when payment methods fail, with instructions to update
Membership Cancellation: Confirmation when members cancel their subscriptions
Email Customization
All membership emails can be customized to match your brand:
Brand Colors: Apply your brand colors and styling
Logo Integration: Include your company logo in email headers
Custom Messaging: Personalize email content and calls-to-action
UTM Tracking: Automatic UTM parameters for tracking email performance
Shopify Integration
Rivo Memberships integrates seamlessly with your Shopify store to provide a native experience.
Customer Segments & Tags
Rivo automatically manages customer organization in Shopify:
Automatic Segments: Creates customer segments for each membership tier
Customer Tags: Applies tags like "Rivo [TIER NAME]" to identify members
Real-time Updates: Tags and segments update automatically when membership status changes
Marketing Integration: Use segments for targeted email campaigns and promotions
Product & Subscription Management
Automatic Product Creation: Membership products are created automatically in Shopify
Selling Plans: Subscription billing is handled through Shopify's selling plans
Inventory Management: Membership products don't require inventory tracking
Order Processing: Membership orders appear in your standard Shopify order flow
Analytics & Reporting
Track the performance of your membership program with comprehensive analytics.
Key Metrics to Monitor
Active Members: Total number of current subscribers
Monthly Recurring Revenue (MRR): Predictable monthly income from memberships
Churn Rate: Percentage of members who cancel each month
Customer Lifetime Value: Average revenue per member over their subscription lifetime
Conversion Rate: Percentage of visitors who become members
Accessing Reports
Rivo Dashboard: View membership-specific analytics in your Rivo admin
Shopify Analytics: Track membership product sales in Shopify's reporting
Customer Segments: Monitor segment growth and engagement
Troubleshooting Common Issues
Here are solutions to the most common membership-related issues.
Payment & Billing Issues
Issue: Customer purchased membership but can't see benefits
Solutions:
Ensure customer is logged into Shopify with the same email used for purchase
Check that customer has been tagged correctly (e.g., "Rivo [MEMBERSHIP NAME]")
Verify Shopify Payments is properly configured
Allow up to 5 minutes for benefits to activate after purchase
Issue: Payment failures and subscription cancellations
Solutions:
Members receive automatic email notifications about payment failures
Direct members to update their payment method in the member portal
Check that Shopify Payments is active and properly configured
Review failed payment reports in Shopify admin
Member Portal Access Issues
Issue: Members can't access the membership portal
Solutions:
Ensure customer accounts are enabled in your Shopify store
Verify the member is logged into their Shopify customer account
Check that the membership portal URL is correct:
yourdomain.com/apps/ba-loy-dev/membershipClear browser cache and cookies if portal isn't loading properly
Benefit Application Issues
Issue: Free shipping not applying to member orders
Solutions:
Verify "MEMBERSHIPPING" discount code exists in Shopify
Check that discount targets the correct customer segment
Ensure customer is properly tagged and in the membership segment
Confirm discount code is active and not expired
Frequently Asked Questions
General Questions
How do members cancel their subscription?
Members can cancel their subscriptions directly from the membership portal. They'll receive a confirmation email and retain access to benefits until the end of their current billing period.
How do members update their payment method?
Members can update their payment information through the membership portal. They'll need to be logged into their Shopify customer account to access payment settings.
Can I offer multiple membership tiers?
Yes! You can create multiple membership tiers with different pricing, benefits, and billing intervals. This allows you to cater to different customer segments and price points.
What billing intervals are supported?
Rivo supports daily, weekly, monthly, quarterly, semi-annual, and annual billing. Monthly and annual are the most popular options for most businesses.
Technical Questions
Do I need Shopify Plus for memberships?
No, Rivo Memberships works with all Shopify plans. However, you do need Shopify Payments enabled to process recurring subscription payments.
How are membership benefits applied?
Benefits are applied automatically through Shopify's customer segments and tags. When someone becomes a member, they're tagged and added to the appropriate segment, which triggers benefit eligibility.
Can I customize the membership emails?
Yes, all membership-related emails can be customized with your branding, colors, and messaging through the Rivo email editor.
What happens if a payment fails?
When a payment fails, the member receives an automatic email notification with instructions to update their payment method. They retain access to benefits for a grace period while they resolve the payment issue.
Business Questions
How do I promote my membership program?
Add links to your membership page in your website navigation, include it in email campaigns, create pop-ups or banners, and mention it in your social media content. The key is making it visible and explaining the value clearly.
What's the best pricing strategy for memberships?
Start with a price that provides clear value compared to the benefits offered. Consider your average order value, shipping costs, and customer lifetime value. You can always adjust pricing as you learn what works best for your audience.
How do I reduce membership churn?
Focus on delivering consistent value, communicate regularly with members about their benefits, provide excellent customer service, and consider offering annual plans with discounts to increase commitment.
Success Stories
Learn from brands that have successfully implemented Rivo Memberships:
Club Hismile: https://us.hismileteeth.com/pages/club-hismile
Club BERO: https://berobrewing.com/pages/loyalty
Fresh Chile: https://freshchileco.com/pages/membership
Ready to Get Started?
Now that you understand how Rivo Memberships works, you're ready to create your own membership program. Start by planning your membership tiers, defining valuable benefits, and setting up your first tier in the Rivo dashboard.
Need Help? Our support team is here to help you set up and optimize your membership program. Contact us through the Rivo dashboard or schedule a consultation to discuss your specific needs.