Getting Started with Rivo
Welcome to Rivo, the complete loyalty and rewards platform for Shopify merchants! This comprehensive guide will help you set up and launch your loyalty program, referral campaigns, and VIP tiers to drive customer engagement and increase repeat purchases.
🚀 Quick Start: Most merchants can launch their loyalty program in under 30 minutes by following our step-by-step onboarding checklist below.
Your Getting Started Checklist
Follow these essential steps to launch your loyalty program successfully:
1. Enable Customer Accounts
Customer accounts are required for loyalty programs to track points and rewards properly.
Steps:
In your Shopify admin, go to Settings > Customer accounts
Select Accounts are required or Accounts are optional
Save your changes
Return to Rivo - this step will automatically be marked complete
2. Customize Your Brand Design
Make your loyalty program match your store's branding for a seamless customer experience.
Steps:
Navigate to Design > Brand Style in your Rivo dashboard
Upload your logo and set your brand colors
Customize widget appearance and positioning
Preview changes on your storefront
Save your design settings
3. Add Social Ways to Earn
Boost engagement by rewarding customers for social media interactions and referrals.
Steps:
Go to Programs > Points Program > Ways to Earn
Enable social earning rules like:
Follow on Instagram
Share on Facebook
Share on Twitter
Write a product review
Set point values for each action
Customize the messaging and instructions
4. Select Your Plan
Choose the Rivo plan that best fits your store's needs and growth goals.
Steps:
Visit the Plans & Billing section
Review available plans and features
Select your preferred plan
Complete the billing setup
5. Activate Your Programs
Turn on your loyalty programs to start rewarding customers immediately.
Steps:
Go to Programs > Points Program
Toggle Enable Points Program to ON
If using referrals, go to Programs > Referrals and enable
Test your program by making a test purchase or earning points
⚠️ Important: Don't forget to complete the data backfill process to award points for historical purchases. This happens automatically once you enable your programs.
🌟 Points Program Setup
Your points program is the foundation of customer loyalty, rewarding purchases and engagement activities.
Ways to Earn Points
Rivo offers 35+ ways for customers to earn points:
Purchase-Based Earning:
Points per dollar spent
Bonus points for specific products or collections
First purchase bonus
Repeat purchase rewards
Engagement Activities:
Account creation and profile completion
Newsletter subscription
Birthday rewards
Social media follows and shares
Product reviews and ratings
Referral program participation
Custom Actions:
Survey completion
App downloads
Event attendance
User-generated content
Ways to Redeem Points
Offer flexible redemption options that drive sales:
Fixed Amount Discounts: $5 off, $10 off, etc.
Percentage Discounts: 10% off, 15% off orders
Free Shipping: Remove shipping costs
Free Products: Specific items as rewards
Gift Cards: Store credit for future purchases
Detailed Guides:
📘 Getting Started with the Points Program: Complete setup guide for your points program
🎖 Creating your first Ways to Earn Points: Set up basic earning opportunities
🎁 Getting Started with Rewards: Configure redemption options
🤝 Referrals Program
Turn your customers into brand advocates with powerful referral campaigns.
Setting Up Referrals
Navigate to Programs > Referrals
Enable the referral program
Set rewards for both the referrer (advocate) and referee (friend)
Configure sharing options (email, social media, direct link)
Customize referral messaging and branding
Referral Tracking
Monitor your referral program performance:
Track referral link clicks and conversions
Monitor advocate and friend reward distribution
Analyze referral program ROI
Identify top-performing advocates
Detailed Guide:
📘 Getting Started with Referrals: Complete referral program setup guide
👑 VIP Tiers Program
Create exclusive experiences for your best customers with tiered membership benefits.
VIP Tier Configuration
Go to Programs > VIP Tiers
Create tier levels (Bronze, Silver, Gold, etc.)
Set entry requirements for each tier:
Total amount spent
Number of orders placed
Points earned
Referrals completed
Define tier-specific benefits and perks
VIP Tier Benefits
Reward your VIP customers with exclusive perks:
Higher point earning rates
Exclusive discounts and early access
Free shipping thresholds
Birthday bonuses and special offers
Priority customer support
Detailed Guide:
📘 Getting Started with the VIP Program: Complete VIP tier setup guide
Storefront Integration
Loyalty Widgets
Display your loyalty program prominently on your storefront to maximize participation.
Floating Widget
The floating widget appears on all pages and provides easy access to the loyalty program:
Customizable position (bottom right, bottom left, etc.)
Shows customer's current point balance
Quick access to ways to earn and redeem
Mobile-responsive design
Customer Account Dashboard
Integrate loyalty features directly into customer accounts:
Points balance and earning history
Available rewards and redemption options
VIP tier status and progress
Referral links and sharing tools
Loyalty Landing Page
Create a dedicated page explaining your loyalty program:
Program overview and benefits
Ways to earn and redeem points
VIP tier information
Sign-up and login options
Platform Integrations
Connect Rivo with your existing marketing and customer service tools for seamless data synchronization.
Email Marketing Integrations
Sync customer data and loyalty information with your email platform:
Klaviyo: Advanced segmentation and personalized campaigns
Mailchimp: Automated email sequences and loyalty updates
Omnisend: Multi-channel marketing automation
Drip: E-commerce CRM and email marketing
Sendlane: Behavioral email marketing
Braze: Customer engagement platform
SMS Marketing Integrations
Send loyalty updates and promotions via SMS:
Postscript: SMS marketing and automation
Attentive: Personalized SMS campaigns
Customer Service Integrations
Provide loyalty information to your support team:
Gorgias: Customer service helpdesk
Gladly: Customer service platform
Setting Up Integrations
Navigate to Integrations in your Rivo dashboard
Select your preferred platform
Follow the connection wizard
Configure data sync preferences
Test the integration to ensure proper data flow
Analytics & Reporting
Track your loyalty program performance with comprehensive analytics and insights.
Dashboard Overview
Monitor key metrics from your main dashboard:
Total active loyalty members
Points earned and redeemed
Program ROI and revenue impact
Customer lifetime value improvements
Referral program performance
Customer Insights
Understand your loyalty program participants:
Member engagement levels
Most popular earning activities
Preferred redemption options
VIP tier distribution and progression
Customer segmentation data
Advanced Features
Email Automation
Automate loyalty-related communications:
Welcome emails for new loyalty members
Point earning notifications
Reward redemption confirmations
VIP tier upgrade announcements
Birthday and anniversary rewards
Mobile Wallet Integration
Enable customers to store loyalty cards in their mobile wallets:
Apple Wallet integration
Google Pay integration
Real-time balance updates
Push notifications for rewards and offers
API Access & Developer Tools
For advanced customizations and integrations:
RESTful API for custom integrations
Webhook support for real-time updates
Developer documentation and SDKs
Sandbox environment for testing
🚀 Migration & Support
Migration from Other Platforms
Switching from another loyalty platform? We've got you covered:
Data migration assistance
Point balance transfers
Customer communication templates
Dedicated migration support
Migration Resources:
📘 Migrate or replatform Collection: Complete migration guides and resources
Professional Services
Get expert help with your loyalty program:
Program strategy consultation
Custom design and branding
Advanced integration setup
Performance optimization
🆘 Help & Support
Access comprehensive support resources to ensure your success with Rivo.
Help Center & Support
Get the assistance you need:
Detailed setup guides and tutorials
Video walkthroughs and best practices
Live chat support during business hours
Email support for technical questions
Community forum for peer support
Support Resources:
📘 Help & Support Collection: Comprehensive support documentation
💬 Need Help? Our support team is here to help you succeed. Contact us through the chat widget in your Rivo dashboard or email [email protected]
Next Steps
Ready to launch your loyalty program? Here's what to do next:
Complete the onboarding checklist above to get your basic program running
Customize your program with additional earning rules and rewards
Set up integrations with your existing marketing tools
Test your program thoroughly before announcing to customers
Launch and promote your loyalty program to your customer base
Monitor and optimize based on performance data and customer feedback
🎉 Congratulations! You're now ready to build lasting customer relationships and drive repeat purchases with Rivo's powerful loyalty platform.
Additional Resources: