Introduction
Shopify Tagging is a comprehensive automated tool that seamlessly syncs your Rivo loyalty and referral data with your Shopify admin. This powerful feature helps you effortlessly categorize, track, and manage your orders and customers by automatically applying tags and adding detailed attribution data directly within Shopify.
✨ Shopify Tagging is available on the Scale & Plus plans. See pricing →
How it works
Shopify Tagging automatically applies tags and attribution data to your orders and customers based on their interactions with your Rivo loyalty and referral programs. This creates a unified view of customer behavior across both platforms, enabling powerful segmentation and automation capabilities.
Order Tagging & Attribution
Order Tags
Orders are automatically tagged with Rivo when they meet any of these criteria:
Discount Usage - Any order that includes a discount code generated by Rivo (points redemption, VIP tier rewards, etc.)
Referral Orders - Any order placed by a customer who was referred through your referral program
Advocate Orders - Orders placed by customers who are active referral advocates
Referral Note Attributes
Orders generated through referrals automatically include detailed attribution data as note attributes, providing complete context about the referral relationship:
Rivo: Referred By - The email address of the customer who made the referral
Rivo: Referral Admin URL - Direct link to view the referral details in your Rivo admin dashboard
This attribution data helps you track referral performance, identify your most successful advocates, and provide personalized customer service based on referral relationships.
Customer Tagging
Rivo automatically applies specific tags to customers based on their loyalty program participation and referral activity. These tags enable powerful customer segmentation and automation workflows.
Referral Customer Tags
Customers are automatically tagged based on their referral program participation:
Rivo Referral - Applied to customers who were acquired through a referral and have completed their first purchase
Rivo Advocate - Applied to customers who have opted in to become referral advocates
VIP Tier Tags
For Shopify Plus merchants, customers are automatically tagged with their current VIP tier status using the format Rivo VIP Tier: [Tier Name]. These tags update automatically when customers progress between tiers, with old tier tags being removed and new ones applied.
📝 Note: VIP tier tagging is available exclusively for Shopify Plus stores and requires an active VIP program in Rivo.
Referral Completion Tags
For advanced tracking and automation, Rivo can apply additional tags when referrals are successfully completed:
Rivo Is Advocate Who Completed Referral - Applied to advocates when their referrals result in successful conversions
Rivo Is Friend Who Completed Referral - Applied to referred customers when they complete their qualifying purchase
📝 Note: These completion tags are primarily designed for API integrations and advanced automation workflows.
Practical Use Cases
Shopify Tagging unlocks powerful capabilities for customer engagement, marketing automation, and business intelligence:
Customer Segmentation & Marketing
Targeted Email Campaigns - Export customer segments based on tags to your email marketing platform for personalized messaging
Exclusive Offers - Create special promotions for VIP tier members or successful advocates
Referral Recognition - Send thank-you campaigns to customers tagged as advocates or successful referrers
Shopify Flow Automation
VIP Tier Progression - Trigger congratulatory emails and exclusive discounts when customers reach new tiers
Referral Rewards - Automatically apply bonus rewards when advocates complete successful referrals
Priority Support - Route high-value customers to priority support queues based on VIP tier tags
Analytics & Reporting
Performance Analysis - Filter Shopify reports by customer tags to analyze referral program effectiveness
Lifetime Value Tracking - Compare customer lifetime value across different acquisition channels
Retention Analysis - Study retention rates for referred vs. organic customers
Third-Party Integrations
Customer Service Tools - Enable support teams to provide personalized service based on loyalty status
Inventory Management - Reserve high-demand products for VIP tier customers
Review Platforms - Prioritize review requests from high-value customer segments
How to enable Shopify Tagging
Setting up Shopify Tagging is straightforward and gives you granular control over which tags and attribution data are applied:
Setup Steps
Navigate to Settings in your Rivo admin
Click Shopify Tagging
Configure your preferred tagging options:
Order Tags - Enable to tag orders with "Rivo" when they include Rivo discounts or referrals
Add Rivo Note Attributes to Orders - Enable to include referral context in order details
Customer Referral Tags - Enable to tag referred customers with "Rivo Referral"
Customer Advocate Tags - Enable to tag referral advocates with "Rivo Advocate"
Customer VIP Tier Tags - Enable to tag customers with their current VIP tier (Plus plans only)
Referral Completion Tags - Enable for advanced API-based automation workflows
Click Save to activate your selected features
Sync Existing Data
After enabling Shopify Tagging, you can backfill tags for existing customers and orders using the Sync Store function:
Scroll to the Troubleshooting section at the bottom of the Shopify Tagging settings
Click Sync Store to apply tags to historical data
Allow up to 1 hour for the sync process to complete
⚠️ VIP Tier Sync Limitation: Due to Shopify API constraints, VIP tier tag syncing is limited to 50,000 customers per sync operation. If you have more customers, contact support for assistance.
💡 Pro Tip: Create custom dashboards in Shopify based on your order attribution and customer tags for powerful business insights.
Troubleshooting
If you're experiencing issues with Shopify Tagging, here are common solutions:
Tags Not Appearing for New Orders/Customers
Verify that the specific tagging feature is enabled in Settings > Shopify Tagging
Confirm your store is on the Scale or Plus plan (VIP tier tags require Shopify Plus)
Check that customers have 'Member' loyalty status (not 'Guest' or 'Disabled')
Allow up to 10 minutes for tags to appear, as there may be processing delays
For referral tags, ensure the referral has been completed successfully
Sync Store (Backfill) Issues
The sync process can handle up to 50,000 customers for VIP tier tags due to Shopify API limitations
Allow up to 1 hour for the complete backfill process
Only active loyalty members and VIP tier holders will receive tags
If you have more than 50,000 customers, contact support for a phased sync approach
Order Attribution Data Missing
Ensure "Add Rivo Note Attributes to Orders" is enabled in your settings
Verify the order was actually generated through a referral (not all Rivo orders include referral attribution)
Check that the referral was completed successfully before the order was placed
VIP Tier Tag Issues
Confirm your store is on Shopify Plus (required for VIP tier tagging)
Verify the customer has an active VIP tier membership in Rivo
Old tier tags should be automatically removed when customers change tiers - if not, try disabling and re-enabling the feature
Shopify Connection Issues
Check your Shopify API connection in Settings > Integrations
Verify you have the necessary permissions in your Shopify store
Try running Sync Store to force a manual update
If issues persist, disconnect and reconnect your Shopify integration
Frequently Asked Questions
What's the difference between the various customer tags?
Rivo Referral - Customers who were referred by someone else and completed a purchase
Rivo Advocate - Customers who have opted in to refer others (may or may not have successful referrals yet)
Rivo VIP Tier: [Name] - Customers currently in a specific VIP tier based on their spending or manual assignment
Completion Tags - Advanced tags for API integrations tracking successful referral completions
If I enable this feature, will it backfill all orders and customers previously made?
No, enabling Shopify Tagging only affects future orders and customer changes. To apply tags to existing data, use the "Sync Store" button in the Troubleshooting section. This will backfill tags for historical orders with Rivo discounts, existing referral relationships, and current VIP tier memberships.
Can I customize the tag names that appear in Shopify?
The tag names are standardized to ensure reliable filtering and automation across all integrations. You cannot customize the tag format, but you can choose which types of tags to enable or disable in your settings.
How long does it take for tags to appear after a customer action?
Tags typically appear in Shopify within 2-10 minutes after the triggering action (order placement, tier progression, referral completion, etc.). The system includes automatic retry logic to handle temporary connectivity issues.
Will tags update automatically if I manually change a customer's status in Rivo?
Yes, tags update automatically regardless of how changes occur - whether through automatic progression, manual assignment by your team, or bulk imports. The tags always reflect the customer's current status in real-time.
Can I use these tags with other apps and integrations?
Absolutely! Since these are standard Shopify customer and order tags, they work with any app or integration that reads Shopify tag data. This includes email marketing platforms, customer service tools, analytics apps, and Shopify Flow automation.
What happens if a customer's VIP tier changes?
When a customer moves between VIP tiers, the old tier tag is automatically removed and the new tier tag is applied. This ensures each customer only displays their current tier status and prevents confusion from multiple tier tags.
Are there any limits on how many customers can be tagged?
There are no ongoing limits for automatic tagging. However, the initial backfill process (Sync Store) can handle up to 50,000 customers at once for VIP tier tags due to Shopify's API constraints. For larger customer bases, contact support for assistance with phased syncing.
I'm not on Shopify Plus - can I still use most tagging features?
Yes! Order tagging, order attribution, and customer referral/advocate tagging work on both Scale and Plus plans. Only VIP tier tagging requires Shopify Plus due to API limitations. You can achieve similar VIP functionality using other Rivo integrations or Shopify Flow workflows.
Have any more questions? Please reach out to our live chat support team!