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.
✨ 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 Loyalty Status (e.g.
member)Rivo Referral URL (e.g.
https://example.com/?referral_code=X)Rivo VIP Tier Name (e.g.
Gold)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.
💡 Find out more: We are proud partners with Sendlane! Take a closer look at our collaboration →
How to connect Rivo with Sendlane
From the Rivo Dashboard, go to Integrations
Find Sendlane in the Email & SMS Marketing section
Click Configure
Enter your Sendlane API token (Where to find my API Token?)
Click Save to display your lists
Under List/Audience ID, select one list from the menu and click Save
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 name for your token in the pop-up (e.g. Rivo) and click Create
Make sure to click Copy API Token and paste it into Rivo
💡 Tip: As API Tokens can only be viewed once, make sure to copy your Token for Rivo and securely save it somewhere. Learn more →
Viewing Loyalty data on a Contact profile page
Find the unique Rivo properties of each individual Contact by locating custom fields on their profile page.
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.
📝 Note: To ensure accurate synchronization of Loyalty data, please avoid editing the custom fields created by Rivo
Using Rivo properties in Segments
Use segments to group Contacts or deliver personalized content based on the Loyalty data.
From your Sendlane Dashboard, go to Audience
In the Segments tab, click the + Segment button
Input the name for the segment and click Confirm
Click the preselected filter to display all the Conditions and select Custom Fields > Custom Fields
Select the preferred Rivo property to set the rule (e.g. Rivo Points Balance greater than 100)
Add as many Conditions as you wish and click Save.
Using Rivo properties in Automations
Use Automations to deliver customized email and SMS communications to your Contacts, all tailored to their behaviors and preferences.
Triggers
Once a Custom Field is populated or updated in a Contact's profile via our integration, the Contact will be sent through your Automation.
From your Sendlane Dashboard, go to Automations
Click the New Automation button
Select Start from Scratch in the slideout menu
Input the name of your Automation and click Start
Click + Add trigger and select Custom Field Added in the slideout menu
Set your preferred Limit Per Contact
Choose at least one Rivo property from your list of Custom Fields
Click Done
Once you have set your preferred Actions, Logic, and Timing, click Activate.
Conditional Splits
The Conditional Split logic helps you create two different paths for your Contacts within an Automation based on conditions.
From your Sendlane Dashboard, go to Automations
Click the New Automation button
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 preferred Rivo property in the dropdown menu to set the rule (e.g. Rivo Points Balance greater than 100)
Add as many Conditions as you wish and click Done.
Using Rivo properties in email and SMS messages
Personalization Tags can populate a Contact's Loyalty data in an email or SMS message sent through an Automation or Campaign.
Open the email or SMS message editor
Add or edit the text element
Click the tag icon. If you are editing email content, click the ... button first
Select the Rivo property.
💡 Pro Tip: Rivo properties can be used in an email subject or preheader too!
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 | As Rivo pulls customer profiles from Shopify, you could consider integrating your store with Sendlane |
Common questions
How soon will manual changes to my customer's point balance or VIP tier be visible in Sendlane?
As soon as the points balance or tier is updated, you'll see the changes take effect immediately.
How do I disconnect the integration?
Go to Integrations > Sendlane and click the Remove Integration button on the top right page.
Can't find the answers to your questions here? Please reach out to our live chat support team!