Rivo and Sendlane integration explained
Seamlessly integrate with Sendlane to create diverse segments based on the Loyalty attributes of your customers and use their powerful tools to deliver highly targeted email and SMS messages. This integration automatically syncs your customers' loyalty data to Sendlane custom fields, enabling you to create sophisticated marketing campaigns based on points balance, VIP status, and loyalty behavior.
✨ Integrations are available on the Scale and Plus plans. See pricing →
Use cases
Enhance Contact profiles by adding Rivo properties:
Rivo Points Balance (e.g.
1000)Rivo Store Credit Balance (e.g.
25.50)Rivo Loyalty Status (e.g.
member,guest,excluded)Rivo Referral URL (e.g.
https://example.com/?referral_code=X)Rivo VIP Tier Name (e.g.
Gold,Silver)Rivo Date of Birth (e.g.
9-28)
Create customer segments based on any Rivo property to tailor messaging for your Contacts
Leverage Rivo activity to trigger Automations and deliver customized emails
Use Rivo properties as conditions/rules for Automations
Include Loyalty data in your email and SMS messages through Personalization Tags
Send targeted campaigns to high-value customers based on points balance or VIP tier
Create birthday campaigns using the synced date of birth data
Build referral-focused campaigns using each customer's unique referral URL
💡 Find out more: We are proud partners with Sendlane! Take a closer look at our collaboration →
How to connect Rivo with Sendlane
📝 Important: This integration only syncs data with existing Sendlane contacts. It does not create new contacts in Sendlane. Make sure your customers are already subscribed to your Sendlane list before enabling the integration.
From the Rivo Dashboard, go to Integrations
Find Sendlane in the Email & SMS Marketing section
Click Configure
Enter your Sendlane API V2 token (Where to find my API Token?)
Click Save to validate your API token and display your available lists
Under List/Audience ID, select the Sendlane list you want to sync with from the dropdown menu
Click Save to complete the setup
💡 Pro Tip: The integration will automatically create the necessary custom fields in your Sendlane account. You don't need to set these up manually!
Where to find my API Token?
From your Sendlane Dashboard, go to Account > API
Under Sendlane API V2, click the button + API Token
Input a descriptive name for your token in the pop-up (e.g. "Rivo Integration") and click Create
Make sure to click Copy API Token and paste it into Rivo immediately
⚠️ Important: API Tokens can only be viewed once after creation. Make sure to copy your token immediately and paste it into Rivo before closing the window. If you lose your token, you'll need to create a new one.
💡 Tip: Store your API token securely. Rivo will validate the token when you save it to ensure it's working correctly. Learn more →
How data syncing works
Once connected, Rivo automatically syncs your customers' loyalty data to Sendlane custom fields. Here's what you need to know about the sync process:
Sync timing and frequency
Real-time sync: Customer loyalty data is automatically updated in Sendlane whenever changes occur in Rivo (points earned, VIP tier changes, etc.)
Manual sync: You can manually sync all customers by clicking the "Sync Customers" button in the integration settings
Sync cooldown: Manual sync is limited to once per hour to prevent system overload
Contact matching: Rivo matches customers to Sendlane contacts using email addresses
What data gets synced
The following Rivo properties are automatically synced to Sendlane custom fields:
Rivo Property | Example Value | Description |
Rivo Points Balance | 1000 | Current available points balance |
Rivo Store Credit Balance | 25.50 | Current store credit balance in your store currency |
Rivo Loyalty Status | member, guest, excluded | Customer's loyalty program participation status |
Rivo Referral URL | Customer's unique referral link | |
Rivo VIP Tier Name | Gold, Silver | Current VIP tier (if VIP tiers are enabled) |
Rivo Date of Birth | 9-28 | Customer's birthday in MM-DD format |
Viewing synced data in Sendlane
Find the Rivo loyalty data for any customer by viewing their Contact profile:
From your Sendlane Dashboard, go to Audience
Click the Contacts tab
Search for an email address and click the > button in the View column
Click the View more button in the Contact sidebar
Scroll down to Personalization to see the Rivo properties added to the Contact profile as custom fields
📝 Important: To ensure accurate synchronization of loyalty data, please avoid manually editing the custom fields created by Rivo. These fields are automatically managed by the integration.
Using Rivo properties in Segments
Create powerful customer segments based on loyalty data to deliver highly targeted campaigns. Here are some effective segmentation strategies:
Segment ideas and examples
High-value customers: Points Balance greater than 1000
VIP members: VIP Tier Name is not empty
Birthday customers: Date of Birth contains current month
Store credit holders: Store Credit Balance greater than 0
Active loyalty members: Loyalty Status equals "member"
Referral champions: Combine with purchase data to find customers with referral URLs who haven't shared recently
How to create a segment
From your Sendlane Dashboard, go to Audience
In the Segments tab, click the + Segment button
Input a descriptive name for the segment (e.g. "High Points VIP Members") and click Confirm
Click the preselected filter to display all the Conditions and select Custom Fields > Custom Fields
Select the Rivo property you want to use (e.g. "Rivo Points Balance")
Set your condition (e.g. "greater than 500")
Add additional conditions as needed to refine your segment
Click Save to create your segment
💡 Pro Tip: Combine multiple Rivo properties for more sophisticated segments. For example, create a segment for "Gold VIP members with over 2000 points" by combining VIP Tier Name and Points Balance conditions.
Using Rivo properties in Automations
Create sophisticated automated campaigns that respond to your customers' loyalty behavior and status changes. Here are powerful ways to leverage Rivo data in your automations:
Automation ideas and strategies
VIP tier upgrade celebration: Trigger when VIP Tier Name changes to congratulate customers on their new status
Points milestone rewards: Send special offers when Points Balance reaches certain thresholds (500, 1000, 2000 points)
Birthday campaigns: Use Date of Birth to send personalized birthday offers with bonus points
Referral encouragement: Target customers with high points balances to share their Referral URL
Store credit reminders: Remind customers when they have unused Store Credit Balance
Re-engagement for excluded customers: Win back customers whose Loyalty Status is "excluded"
Setting up triggers
Trigger automations when Rivo loyalty data is updated in a customer's profile:
From your Sendlane Dashboard, go to Automations
Click the New Automation button
Select Start from Scratch in the slideout menu
Input a descriptive name for your automation (e.g. "VIP Tier Upgrade Celebration") and click Start
Click + Add trigger and select Custom Field Added or Custom Field Updated in the slideout menu
Set your preferred Limit Per Contact (recommended: once per day to avoid spam)
Choose the specific Rivo property you want to trigger on (e.g. "Rivo VIP Tier Name")
Click Done
Add your email content, timing delays, and any additional logic
Click Activate when ready to launch
Using conditional splits
Create different automation paths based on loyalty data to deliver more personalized experiences:
From your Sendlane Dashboard, go to Automations
Click the New Automation button or edit an existing one
Select a template in the slideout menu - or create one from scratch
Click the + button and select Conditional Split in the slideout menu
Click the preselected filter to display all the Conditions and select Custom Fields
Select the Rivo property you want to use for the split (e.g. "Rivo Points Balance")
Set your condition (e.g. "greater than 1000" for high-value customers)
Add additional conditions if needed and click Done
Create different email content for each path (e.g. premium offers for high-points customers, incentives for lower-points customers)
💡 Pro Tip: Use multiple conditional splits to create sophisticated customer journeys. For example, split by VIP tier first, then by points balance within each tier for highly targeted messaging.
Using Rivo properties in email and SMS messages
Personalization Tags allow you to dynamically insert a customer's loyalty data into your email and SMS content, creating highly personalized messaging experiences.
Personalization examples
Points balance messaging: "Hi #{{first_name}}, you have #{{Rivo Points Balance}} points ready to use!"
VIP tier recognition: "Welcome back, #{{Rivo VIP Tier Name}} member!"
Store credit reminders: "Don't forget - you have $#{{Rivo Store Credit Balance}} in store credit waiting for you!"
Referral sharing: "Share your referral link and earn rewards: #{{Rivo Referral URL}}"
Birthday campaigns: Use the Date of Birth field to trigger special birthday offers
How to add personalization tags
Open the email or SMS message editor in Sendlane
Add or edit the text element where you want to insert loyalty data
Click the tag icon. If you are editing email content, click the ... button first
Select the Rivo property you want to include (e.g. "Rivo Points Balance")
The personalization tag will be inserted into your content automatically
💡 Pro Tip: Rivo properties can be used in email subject lines and preheaders too! Try "#{{first_name}}, your #{{Rivo Points Balance}} points are waiting!" for higher open rates.
Troubleshooting
Problem | Possible cause | Solution |
Selected my Sendlane list in Rivo, but I can't see new customers with Rivo properties in Sendlane | Rivo does not create Contacts in Sendlane. It synchronizes with existing Contacts, using email matches | Ensure customers are subscribed to your Sendlane list first. Consider integrating your store with Sendlane to automatically add customers |
Getting "Invalid API Token" error when connecting | API token is incorrect, expired, or you're using the wrong version | Generate a new Sendlane API V2 token and ensure you copy it completely. Double-check you're using the V2 API, not V1 |
Sync button is disabled and shows "Sync Customers" grayed out | Manual sync was recently initiated and is on cooldown | Wait at least 1 hour between manual syncs. Real-time sync continues to work automatically |
Customer data is not updating in Sendlane after changes in Rivo | Customer email doesn't match between Rivo and Sendlane, or customer isn't in selected list | Verify the customer exists in your selected Sendlane list with the exact same email address. Check for typos or different email formats |
Some Rivo custom fields are missing in Sendlane | Custom fields weren't created properly during initial setup | Disconnect and reconnect the integration to recreate all custom fields, or manually trigger a sync |
Frequently asked questions
How soon will manual changes to my customer's point balance or VIP tier be visible in Sendlane?
Changes are synced in real-time. As soon as the points balance or tier is updated in Rivo, you'll see the changes reflected in Sendlane immediately.
Does the integration create new contacts in Sendlane?
No, the integration only syncs data with existing Sendlane contacts. It matches customers using email addresses. Make sure your customers are already subscribed to your Sendlane list before enabling the integration.
How often does the data sync between Rivo and Sendlane?
Data syncs automatically in real-time whenever loyalty information changes. You can also manually sync all customers once per hour using the "Sync Customers" button in the integration settings.
What happens if a customer's email address changes?
The integration matches customers by email address. If an email changes in either system, the sync will stop for that customer until the email addresses match again in both platforms.
Can I sync customers from multiple Shopify stores to the same Sendlane list?
Each Rivo integration connects to one Sendlane list. If you have multiple stores, you'll need separate integrations for each store, and we recommend using different Sendlane lists to avoid conflicts.
Will the integration sync historical data for existing customers?
Yes, when you first connect the integration and run a manual sync, it will sync current loyalty data for all existing customers who have matching email addresses in your selected Sendlane list.
What happens to the custom fields if I disconnect the integration?
The custom fields and their data will remain in Sendlane, but they will no longer be updated with new information from Rivo. You can manually delete the custom fields from Sendlane if desired.
How do I disconnect the integration?
Go to Integrations > Sendlane and click the Remove Integration button in the top right corner of the page. This will stop all data syncing and clear the integration settings.
Can't find the answers to your questions here? Please reach out to our live chat support team!