Rivo

Understanding your Loyalty Dashboard

Learn how to use your Activity page to monitor points, referral, and VIP events in one place.

Using the Activity Feed

Learn how to read, filter, and export the Outstanding Earnings report for loyalty balance activity over time or by customer.

Outstanding Earnings Report

Learn what loyalty liability means, what to share with your accountant, and which Rivo reports and exports can support month-end or year-end review.

Understanding your loyalty, membership, and cashback liability

Learn why the Activities Completed chart may show both the old and new names for a renamed custom action.

Why Activities Completed Shows Two Rows After Renaming a Custom Action

Learn more about your Program Activity page.

Program Activity

Our new Dashboard Analytics feature is here to provide you with essential insights on the performance of your business.

Understanding your Dashboard Analytics & Reports

Laurence Leech

Stuart Chaney

James Dohm

See data visualizations of real-time performance using Rivo's interactive dashboards

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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