Rivo and MESA integration explained
MESA is a dynamic automation platform specifically tailored for the Shopify ecosystem. Now, you can add Rivo to your automation workflows to create powerful, automated loyalty program experiences for your customers. This comprehensive guide will walk you through the integration setup, available triggers and actions, common use cases, troubleshooting tips, and frequently asked questions. Let's dive in!
✨ This integration requires Rivo API access, which is available on the Plus plan. See pricing →
Connecting Rivo with MESA
1. Obtain your Rivo API Key
From the Rivo: Loyalty & Referrals dashboard, go to Settings.
Under Settings, select Developer Toolkit.
Click the Copy button next to the API Key.
⚠️ Important: Keep your API key secure and never share it publicly. This key provides access to your loyalty program data and should be treated like a password.
2. Integrate with MESA
In MESA, create a new workflow with a Rivo trigger.
When prompted, paste the copied API Key into the Rivo Account Credentials Rivo password field.
Click on Add Credential.
Test the connection by creating a simple workflow to ensure data flows correctly.
Your MESA platform is now seamlessly integrated with Rivo.
Troubleshooting Setup Issues
If you encounter issues during setup:
Invalid API Key Error: Ensure you're on the Plus plan and have copied the complete API key without extra spaces.
Connection Failed: Verify your Shopify store domain matches exactly in both Rivo and MESA.
No Data Appearing: Check that your loyalty program is active and customers have recent activity to trigger workflows.
Available Rivo Triggers in MESA
Triggers are events in Rivo that can start a MESA workflow. Here are the comprehensive list of available Rivo triggers:
Points and Rewards Triggers
Loyalty Points Earned: Triggered when a customer earns points through any action (orders, social shares, referrals, birthday, etc.)
Points Purchase/Redemption: Triggered when a customer redeems points for rewards or discounts
Points Expiry: Triggered when customer points are about to expire or have expired
Manual Points Adjustment: Triggered when points are manually added or removed from a customer account
Customer Lifecycle Triggers
Customer Signup: Triggered when a customer joins your loyalty program
Customer Birthday: Triggered on a customer's birthday (if birthday is provided)
Customer Anniversary: Triggered on the anniversary of when a customer joined your loyalty program
VIP Tier Updated: Triggered when a customer moves to a new VIP tier (upgrade or downgrade)
VIP Tier Unlocked: Triggered specifically when a customer reaches a new VIP tier for the first time
Engagement and Social Triggers
Social Media Follow: Triggered when customers follow your social media accounts (Instagram, Facebook, Twitter, TikTok)
Social Media Share: Triggered when customers share your content on social platforms
Email Subscribe: Triggered when customers subscribe to your email marketing
SMS Subscribe: Triggered when customers opt-in to SMS marketing
Review Complete: Triggered when customers leave product reviews
Custom Action: Triggered when customers complete custom actions you've defined
Visit URL: Triggered when customers visit specific URLs you've configured
Order and Purchase Triggers
Order Placed: Triggered when customers place orders and earn points
Product Purchased: Triggered when specific products are purchased
Receipt Upload: Triggered when customers upload receipts for points
Referral Program Triggers
Referral Complete: Triggered when a referred customer completes their first purchase
Referral Claimed: Triggered when someone claims a referral link
Available Rivo Actions in MESA
Actions are tasks that MESA can perform in Rivo. Here are the comprehensive list of available Rivo actions:
Customer Management Actions
Get Customer Details: Retrieve comprehensive customer loyalty information including points balance, credits balance, VIP tier, referral status, and activity history
Update Customer VIP Tier: Manually change a customer's VIP tier status
Get Customer Points History: Retrieve detailed points earning and spending history for a customer
Get Customer Referrals: Retrieve information about customer's referral activity and status
Points and Rewards Actions
Grant Points: Award points to customers for custom actions or manual adjustments
Deduct Points: Remove points from customer accounts when needed
Create Reward: Generate discount codes or rewards for customers
Get Available Rewards: Retrieve list of rewards customers can redeem
Program Information Actions
Get VIP Tiers: Retrieve information about your VIP tier structure and benefits
Get Earning Rules: Retrieve information about how customers can earn points in your program
Get Program Settings: Retrieve general loyalty program configuration and settings
Common Use Cases and Workflow Examples
Here are popular automation workflows you can create with the Rivo and MESA integration:
Customer Onboarding Workflows
Welcome Series: When a customer joins your loyalty program, automatically send a welcome email series explaining program benefits and how to earn points
First Purchase Incentive: When a customer earns their first points, send a personalized email with a special discount to encourage their first purchase
Social Media Engagement: When customers follow your social accounts, automatically send them bonus points and encourage them to share your content
VIP Tier Progression Workflows
Tier Upgrade Celebration: When a customer reaches a new VIP tier, send congratulatory emails with exclusive perks and early access offers
Tier Maintenance Reminders: Send reminders to customers approaching tier renewal periods with suggestions on how to maintain their status
Exclusive VIP Communications: Create separate email flows for different VIP tiers with tier-specific content and offers
Engagement and Retention Workflows
Birthday Campaigns: When it's a customer's birthday, automatically send birthday wishes with special bonus points and exclusive discounts
Anniversary Rewards: Celebrate customer loyalty anniversaries with automatic point bonuses and thank you messages
Review Incentives: When customers leave reviews, automatically reward them with points and encourage them to share their experience
Referral Follow-up: When referrals are completed, send thank you messages to both referrer and referee with their rewards
Customer Reactivation Workflows
Points Expiry Alerts: When points are about to expire, send reminder emails with suggestions on how to use them
Inactive Customer Campaigns: Target customers who haven't earned points recently with special bonus point opportunities
Win-back Offers: Create automated sequences for customers who haven't made purchases in a while, offering bonus points for returning
Troubleshooting Common Issues
Here are solutions to common problems you might encounter:
Connection and Authentication Issues
API Key Not Working: Ensure you're on the Plus plan and have generated a fresh API key from the Developer Toolkit. Copy the entire key without extra spaces.
Workflows Not Triggering: Check that your loyalty program is active and that the specific earning rules for your triggers are enabled in Rivo.
Data Not Syncing: Verify that your Shopify store domain matches exactly between Rivo and MESA configurations.
Workflow Configuration Issues
Missing Customer Data: Ensure customers have opted into your loyalty program and have recent activity. New customers may take a few minutes to appear in workflows.
Duplicate Triggers: If workflows are running multiple times, check for overlapping trigger conditions and add filters to prevent duplicates.
Points Not Updating: Manual point adjustments may take a few minutes to reflect. Ensure you're using the correct customer ID format.
Performance and Rate Limiting
Slow Workflow Execution: During high-traffic periods, workflows may experience delays. Consider spacing out bulk operations.
Rate Limiting: If you're processing large volumes of data, implement delays between API calls to avoid rate limits.
Timeout Errors: For complex workflows, break them into smaller steps to prevent timeouts.
Best Practices for MESA Workflows
Test Thoroughly: Always test your workflows with a small group before rolling out to all customers
Use Filters: Add appropriate filters to prevent workflows from triggering for inappropriate conditions
Monitor Performance: Regularly check workflow performance and adjust timing or conditions as needed
Personalize Content: Use customer data from Rivo to create personalized messages and offers
Respect Frequency: Don't overwhelm customers with too many automated messages
Frequently Asked Questions
Plan Requirements and Limitations
Q: What Rivo plan do I need for the MESA integration?
A: You need the Plus plan or higher to access Rivo's API and use the MESA integration.
Q: Are there any limits on API calls or workflow executions?
A: While there are reasonable rate limits to ensure system stability, typical usage patterns won't hit these limits. Contact support if you need higher limits for large-scale operations.
Data Availability and Timing
Q: How quickly does data sync between Rivo and MESA?
A: Most triggers fire within seconds of the event occurring in Rivo. However, during high-traffic periods, there may be slight delays.
Q: Can I access historical customer data through the integration?
A: Yes, you can retrieve customer points history, VIP tier progression, and referral activity through the available actions.
Integration Capabilities
Q: Can I create custom triggers for specific events?
A: You can use the "Custom Action" trigger to create workflows for specific actions you define in your Rivo loyalty program.
Q: Can I modify customer VIP tiers through MESA workflows?
A: Yes, you can use the "Update Customer VIP Tier" action to change customer tier status based on your workflow conditions.
Q: Does the integration work with all Rivo features?
A: The integration covers all major loyalty program features including points, VIP tiers, referrals, social actions, and custom activities.
Common Technical Questions
Q: Why aren't my workflows triggering?
A: Check that your loyalty program is active, the specific earning rules are enabled, and your API key is valid. Also ensure customers have recent activity to trigger workflows.
Q: Can I test the integration before going live?
A: Yes, create test workflows with filters to limit them to specific test customers or use MESA's testing features to validate your setup.
Q: What should I do if I'm getting API errors?
A: First, verify your API key is correct and you're on the Plus plan. If issues persist, check the troubleshooting section above or contact support.
Need Additional Help?
If you have any questions about the Rivo and MESA integration that aren't covered in this guide, please don't hesitate to contact our support team. We're here to help you create powerful automation workflows that enhance your customer loyalty experience.
💡 Pro Tip: Join our community forums and follow our blog for the latest automation ideas and best practices from other Rivo merchants using MESA workflows.