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Documentation Index

Fetch the complete documentation index at: https://help.privy.com/llms.txt

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The Privy integration with Rivo allows you to engage and reward your loyalty program members in various ways, including: Segment contacts by Rivo properties, such as Loyalty Status or Points Balance. Personalize emails and SMS with Rivo properties, such as Points Balance or Loyalty Status. Trigger Flows based on Rivo events, such as Points Earned or VIP Tier Upgraded.

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Setting up the integration

To connect Privy with your Rivo account:
  • Navigate to your Settings in the lower left corner of your dashboard.
  • Head to your Integrations page, which can be found near the bottom of the left side menu.
  • Locate the Rivo integration and click Connect, then confirm your decision.
  • Enter your Rivo API key to establish the connection.
Rivo integration connection modal showing the Private API key field and Connect button Once you authorize the integration, Privy will import your Rivo customers in the background. Import times vary depending on the number of existing Rivo customers. It may take up to several days for a large customer set. New customers will be automatically synced in real time.

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Rivo Properties

The following properties sync from Rivo to Privy in real time. You can use these properties to create segments and/or personalize your email and text message content.
  • Points Balance
  • Credits Balance
  • Orders Count
  • VIP Tier
  • Loyalty Status
  • Referral URL
  • Date of Birth

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Create a Custom Segment Using Rivo Properties

You can use the properties from Rivo to create Custom Segments of your mailable and textable contacts in Privy. You can target these segments in your Email + SMS campaigns and Flows. To create a Custom Segment using Rivo properties:
  • Navigate to Contacts > Segments from the left side of your dashboard.
  • Click Create Segment in the upper right corner.
  • Name your Segment.
  • Click the Choose category dropdown and select one of the properties under the Rivo category.
  • Qualify your selection as needed.
You can add other conditions to your Segment, if desired. Click Create to save your new Segment! Saved segments that use Rivo criteria show those rules on the segment summary with clear Rivo: labels (for example, Rivo: Points Balance), so you can confirm the segment definition at a glance.

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Personalize Emails with Rivo Properties

To inject personalized data from Rivo into your email, such as a contact’s points balance, use the Merge Tag function when typing your content. Once sent, your Merge Tag will populate to reflect the data associated with the recipient’s profile in Rivo. Use the {{ contact.rivo.* }} fields (for example, points or tier values) in contexts where contact merge tags are supported.
These fields will only populate if the recipient has values for the fields. Therefore, it’s recommended that you use segmentation that ensures a value is known. For example, the email above should be segmented to any contacts with a Rivo points balance greater than 1 to ensure a value will populate.

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Personalize SMS with Rivo Properties

To inject personalized data from Rivo into your text message, such as a contact’s Loyalty Status, use the Merge Tag function when writing your message. Once sent, your Merge Tag will populate to reflect the data associated with the recipient’s profile in Rivo.
These fields will only populate if the recipient has values for the fields. Therefore, it’s recommended that you use segmentation that ensures a value is known. For example, the text message above should be segmented to any contacts with a Rivo points balance greater than 1 to ensure a value will populate.

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Rivo Events

The following events sync from Rivo to Privy in real time. You can use these events to trigger automated Email + SMS Flows and react to your customers’ actions with personalized messages.
  • VIP Tier Downgraded
  • VIP Tier Updated
  • VIP Tier Upgraded
  • Loyalty Profile Updated
  • Points Expiry Last Chance
  • Points Expiry Warning
  • Reward Expiry Last Chance
  • Reward Expiry Warning
  • Points Earned
  • Customer Birthday
  • Points Redeemed
  • Referral Completed

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Trigger Flows by a Rivo Event

Building a Flow that triggers after a Rivo event is a great way to automate your retention strategy. You can send personalized messages in response to milestones such as when a customer earns points or reaches a new VIP Tier. To build this Flow:
  • Navigate to Flows from your dashboard.
  • Click Create Flow in the upper right corner.
  • Select the Integration Event option from the following menu.
  • Click Customize Flow to continue.
Once you’re in the Flow builder, you’ll need to choose which event you want to trigger your Flow.
  • Click the dropdown menu under Integration Event on the right side of the builder.
  • Select your event.
From here, you can start building your Flow by adding time delays, emails, texts, splits, Tag Contact actions, and more. Check out this resource if you need guidance on how to use our Flow builder.

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Disconnecting the integration

To disconnect your Privy and Rivo integration:
  • Navigate to your Settings in the lower left corner of your dashboard.
  • Head to your Integrations page, which can be found near the bottom of the left side menu.
  • Locate the Rivo integration and click Edit Integration.
  • Click Disconnect to confirm your decision.
If you need assistance with managing your Privy and Rivo integration, please contact our support team at support@privy.com.