Set Up Your Rivo Integration – Postscript

Rivo is a fully customizable reviews and loyalty platform built specifically for Shopify brands. By integrating Rivo with Postscript, you can:

Use different Rivo loyalty variables to create segments in Postscript including date of birth, points balance, or VIP tiers.
Promote and reward specific groups of customers in your Postscript campaigns based on Rivo data.
Increase subscriber engagement with your SMS messages when you target segments by VIP tier or add your shop referral URL to messages.

In this article, we'll walk you through how to configure the integration, locate Rivo-sourced data in subscriber profiles, and how to create segments based on Rivo data. We also guide you through creating an automation flow, triggered by Rivo events.

Create a Postscript API Key

Select your Shop Name in the side menu of your Postscript dashboard, then select API.
Select Create Security Key Pair on the right side of the page, then confirm your action by selecting Yes.
Add a label to your API key so you can track where this API key is being used.
Select Show in the Private Key column to reveal your API key. Copy this key or write it down—you'll need to enter it in Rivo later.

Configure Postscript in Rivo

From your Rivo dashboard, select Integrations.
Scroll down to the SMS Marketing section and locate Postscript. Then select Configure.
Enter your Postscript Private API Key, then select Update Integration.
To activate the integration, toggle the switch to the ON position.

View Rivo Loyalty Data in Subscriber Profile

From your Postscript dashboard, select Messaging, then select Segments.
Select a Segment, then select a subscriber phone number to view their profile.

Scroll down to Custom Properties to view any already set for this subscriber. The available Rivo properties are:

Property	Example
Custom Field Rivo-Date-of-Birth	9-28
Custom Field Rivo-Loyalty-Status	member
Custom Field Rivo-Loyalty-Points	1000
Custom Field Rivo-Referral-URL	https://example.com/?referral_code=X
Custom Field Rivo-VIP-Tier-Name	Gold

Create Segments Based on Rivo Data

From your Postscript dashboard, select Messaging, then select Segments.
In the upper-right corner, select the Create Segment button.
Name your segment, then below Segment Criteria, select the dropdown menu and choose any of the following Rivo properties available:
- - Custom field Rivo-Date-of-Birth
  - Custom field Rivo-Loyalty-Status
  - Custom field Rivo-Points-Balance
  - Custom field Rivo-Referral-URL
  - Custom field Rivo-VIP-Tier-Name
Optional: Add additional criteria with the AND and OR parameters.
Once you've completed customizing your segment, select Save Segment in the lower right corner.

Create a Rivo-Specific Automation

From your Postscript Dashboard, select Messages; then select Automations.
Select Create Automation in the upper-right corner. Select Create Automation Flow.
Select Create a new automation, then Create flow.
Name your automation. Be sure to use a name that will allow you to easily identify and track this automation in the future.
Select the dropdown menu under Add a subscriber when, then choose your Rivo-specific trigger.
Under Trigger filter, select + Add Filter to add a Rivo property. This allows you to filter the subscribers who will receive your text messages
Continue customizing your automation flow by dragging and dropping actions into your flow, customizing your message, and adding merge tags.
When you're ready to send your flow, select Schedule or Activate in the top-right corner of the page. You have two options when sending a flow:
- Activate immediately: This option will immediately begin the flow allowing subscribers to enter the automation based on the selected properties.
- Activate at a scheduled time and date: Choose when you'd like the flow to begin allowing subscribers to enter.

Add Rivo Data to Messages

At this time, you can only use loyalty data as message tags in campaign flows and automation flows.

From your Postscript dashboard, select Messaging. Then choose either Automations or Campaigns.
In the upper-right corner, select the Create button, then choose the Flow option.
Choose Use a template or Create a new automation. Then select Continue.
Add your automation or campaign properties, then drag and drop the Send Message action into your flow.
Select the overlapping tag icons. Under Subscriber Properties, choose any of the Rivo-sourced subscriber properties.
Complete the customization of your automation flow or campaign flow message, then select Save to save your message.
Once your flow is fully designed, select the Save Changes button in the upper-right corner to save your work. If you are ready to activate your flow, select the Schedule or Activate button.

Understanding Rivo-Specific Triggers

Trigger Event	Description	Available Trigger Filters
Rivo - AdvocateSignup	A customer signed up for the referral program through a campaign	Referral Link
Rivo - BirthdayCaptured	A customer enrolled in the program saved their birthdate	Captured At Dob
Rivo - CustomerAccountActivated	A customer created an account using Shopify's legacy customer account system or via Rivo Accounts	Account Activated At
Rivo - CustomerBirthday	A customer enrolled in the program earned points for celebrating their birthday	Earnings Amount
Rivo - CustomerMovesDownATier	A loyalty program member fell to a lower tier	VIP tier name
Rivo - CustomerMovesUpATier	A loyalty program member unlocked a higher tier	VIP tier name
Rivo - NotificationPointsExpiry LastChance	A customer enrolled in the program will have their points balance expire in 3 days	Expiry Date Expiry Date Formatted Time Until Expiry
Rivo - NotificationPointsExpiry Warning	A customer enrolled in the program will have their points balance expire in 30 days	Expiry Date Expiry Date Formatted Time Until Expiry
Rivo - NotificationRewardExpiry LastChance	A customer enrolled in the program will have their reward expire in 3 days	Expiry Date Expiry Date Formatted Reward Time Until Expiry
Rivo - NotificationRewardExpiry Warning	A customer enrolled in the program will have their reward expire in 30 days	Expiry Date Expiry Date Formatted Reward Time Until Expiry
Rivo - PointsEarned	A loyalty program member earned points after completing an action	Earnings amount Trigger name
Rivo - ReferralCompleted	An advocate earned a reward after their referred friend placed their first order. The event appears on the advocate's profile.	Friend email
Rivo - ReferralFriendClaim	A referred friend followed the referral link and claimed their reward	Friend Email Reward Code Reward Name Reward Tos
Rivo - ReferralInviteFriend	An advocate sent their referral link through the email sharing option. The event is attributed to the advocate	Advocate Name Friend Email Reward Name
Rivo - RewardRedeemed	A loyalty program member redeemed or earned a reward. This event works for both advocates and friends	Reward code Reward name Reward Terms of Service

Before You Go

At this time, you can only use loyalty data as message tags in campaign flows and automation flows.
After a subscriber is added to your SMS list, the loyalty data should be synced from Rivo to Postscript within a few seconds. You can see that loyalty data below Custom Properties on the subscriber's profile page.
Rivo loyalty data will not show up for all subscribers. Our integration will only send loyalty data to subscribers whose profiles in Shopify have both emails and phone numbers.

Get Support

Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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