How to Integrate Postscript with Loyalty: The Complete Setup Guide

A step-by-step guide to seamlessly connect Postscript SMS with your loyalty program for enhanced customer engagement and rewards.
January 19, 2026
Team Rivo
rivo.io

Your loyalty program and SMS platform operating in silos means leaving money on the table. When you connect Postscript with a Shopify loyalty program, you unlock personalized text messaging campaigns based on customer loyalty behavior—VIP tier upgrades, points balances, referral completions, and more. Brands implementing this integration report a 26.9% higher repurchase rate within 30 days, with setup taking just 15-30 minutes without any coding required.

Key Takeaways

  • The Rivo-Postscript integration syncs 5 custom properties (points balance, VIP tier, referral URL, loyalty status, date of birth) to enable SMS segmentation
  • Setup takes 15-30 minutes for basic integration—no developer required
  • 15+ event triggers available for automation including points earned, tier changes, and expiry warnings (Plus plan)
  • Rareform achieved 100x ROI and 26.9% repurchase rate lift post-launch
  • SMS open rates average 98% versus 20% for email—faster conversions on loyalty messages

Understanding the Power Duo: Postscript and Loyalty Programs

The integration connects your Rivo loyalty platform data with Postscript's SMS marketing capabilities. When a customer earns points, moves up a VIP tier, or redeems a reward in Rivo, that event can automatically trigger a personalized text message through Postscript.

This creates customer retention strategies impossible with either platform alone:

  • Real-time personalization – SMS messages that reference actual points balances and tier status
  • Behavioral triggers – Automated texts when customers hit milestones or approach point expiry
  • Segment targeting – Campaigns sent only to Gold tier members or high-point-balance customers
  • Referral amplification – Unique referral links distributed via SMS for higher conversion

The data flows one direction—Rivo to Postscript—syncing automatically when changes occur in your loyalty program. Postscript receives customer loyalty data as custom subscriber properties, which you then use for segmentation and merge tag personalization.

Initial Setup: Connecting Postscript to Your Rivo Loyalty Platform

The entire connection process requires no technical expertise. You'll need admin access to both platforms and a Rivo Scale plan ($49/month minimum) for integration access.

Step 1: Generate Your Postscript API Key (5 minutes)

In your Postscript dashboard:

  • Click your shop name in the navigation
  • Select "API" from the dropdown
  • Click "Create Security Key Pair"
  • Confirm by clicking "Yes"
  • Add a label (e.g., "Rivo Integration")
  • Click "Show" in the Private Key column
  • Copy the alphanumeric key—keep this secure

Step 2: Connect Rivo to Postscript (5 minutes)

In your Rivo dashboard:

  • Navigate to "Integrations"
  • Scroll to the SMS Marketing section
  • Find Postscript and click "Configure"
  • Paste your Postscript Private API Key
  • Click "Update Integration"
  • Toggle the switch to "ON"

A green "Connected" status confirms successful integration. Data sync begins automatically.

Step 3: Enable Event Triggers (Plus Plan Only)

For advanced automation capabilities:

  • In the same Rivo integration screen, locate "Custom Event Triggers"
  • Check boxes for desired events (points earned, tier upgrades, referral completed)
  • Click "Save"

Note: Basic properties sync on all plans. Event triggers require Plus ($399/month when billed monthly, with discounts for annual billing).

Step 4: Verify Data Sync in Postscript (5 minutes)

Confirm everything works:

  • In Postscript, go to "Messaging" → "Segments"
  • Select any segment and click a subscriber phone number
  • Scroll to "Custom Properties"
  • Look for fields like "Custom Field Rivo-Points-Balance"

Troubleshooting: Data only syncs for customers with both email AND phone in Shopify. If properties aren't appearing, verify customer data and click "Sync Now" in Rivo integration settings.

Automating Loyalty Messages: Key Postscript Flows for Rivo Loyalty Events

Once connected, you can trigger SMS messages based on specific loyalty actions. The integration supports 15+ event triggers on the Plus plan.

Welcome Series: Onboarding New Loyalty Members

Create a Postscript automation triggered by loyalty enrollment:

  • Welcome message with current points balance
  • Overview of earning opportunities
  • Link to loyalty landing page

Milestone Celebrations: Tier Upgrades and Achievements

When customers move up a VIP tier:

  • Congratulations message with new tier name
  • Exclusive discount code for tier celebration
  • Preview of new benefits unlocked

Points Balance Nudges: Encouraging Redemption

For customers with high unredeemed balances:

  • Reminder of points available using {{Rivo-Points-Balance}} merge tag
  • Redemption options (discount codes, free products, store credit)
  • Urgency messaging around expiry dates

Segmenting Your Audience: Targeted SMS Campaigns for Maximum Impact

The integration syncs five properties enabling granular segmentation:

VIP Tier Name (e.g., "Gold", "Silver", "Bronze") – Use for exclusive offers by tier level. Target top-tier customers with premium product launches or early access campaigns.

Points Balance (numeric value like "1000") – Segment high-value customers ready to redeem. Create campaigns for customers above certain point thresholds to drive immediate conversions.

Loyalty Status ("member" or "guest") – Distinguish enrolled members from non-participants. Perfect for re-engagement campaigns targeting inactive members or recruitment campaigns for guests.

Referral URL (unique customer link) – Distribute personalized referral links via SMS. Each customer gets their own trackable link for referral program promotion.

Date of Birth (formatted as "9-28") – Power birthday campaigns with special offers. Celebrate customers with exclusive birthday rewards delivered via text.

Leveraging VIP Tier Data for Exclusive Offers

Build segments like:

  • VIP Tier Name = Gold AND Points Balance > 500 – Your most engaged customers
  • VIP Tier Name = Silver AND Points Balance > 1000 – Ready for tier upgrade push
  • Loyalty Status = member AND Points Balance = 0 – Members who haven't engage

Segmented SMS campaigns to VIP audiences drive outsized returns compared to generic blasts. According to Nielsen research, personalized messages generate significantly higher engagement rates.

Re-engaging Dormant Loyalty Members

Create segments for customers with:

  • High points balances but no recent orders
  • Previous tier status that has lapsed
  • Referral URLs never shared

Target these segments with re-activation SMS campaigns featuring point reminders and exclusive comeback offers.

Driving Redemptions: How to Encourage Loyalty Point Usage via SMS

Redemption reminders via SMS outperform email significantly given the high mobile engagement rates. Structure your redemption campaigns around:

Expiry Warning Sequences

  • 30 days before expiry: Friendly reminder with points total
  • 7 days before: Urgency-focused message with direct shop link
  • 3 days before: Last chance notification

Showcasing Redemption Options

Use SMS to highlight specific redemption paths:

  • "$X off your next order using Y points"
  • "Enough points for free shipping"
  • "Unlock free product at checkout"

Link directly to your loyalty landing page where customers can see all available rewards.

Enhancing Referral Marketing: SMS Strategies for Rivo Referrals

The integration syncs each customer's unique referral URL to Postscript, enabling SMS-based referral distribution.

Distributing Referral Links via SMS

SMS referral shares convert higher than email because:

  • Instant delivery and high open rates
  • Easy link clicking on mobile devices
  • Personal feel of text message format

Craft messages like: "Share your link with friends and earn $X when they order: {{Rivo-Referral-URL}}"

Notifying Advocates of Successful Referrals

When a referral converts (Plus plan event trigger):

  • Immediate congratulations SMS
  • Reward confirmation
  • Encouragement to share again

Learn more about maximizing referral program performance with SMS amplification.

Advanced Tactics: Optimizing Loyalty with SMS

A/B Testing Different Approaches

Test variations of:

  • Message timing (immediate vs. delayed triggers)
  • Offer types (percentage off vs. dollar amount)
  • Message tone (urgency vs. celebration)
  • CTA placement and formatting

Analyzing Performance with Loyalty Data

Cross-reference Postscript campaign metrics with Rivo's analytics dashboard (20+ reports available) to measure:

  • Redemption rate lift from SMS campaigns
  • Tier upgrade velocity post-messaging
  • Referral completion rates by channel

Troubleshooting and Best Practices

Common Integration Pitfalls

No Rivo data appearing in Postscript

  • Cause: Customer missing phone number in Shopify
  • Solution: Verify customers have both email and phone numbers in Shopify profile

Event triggers not appearing

  • Cause: Plan limitation
  • Solution: Confirm Plus plan is active ($399/month when billed monthly)

API connection fails

  • Cause: Wrong key type used
  • Solution: Regenerate and use Private Key (not Public Key)

Messages not personalizing correctly

  • Cause: Incorrect merge tag syntax
  • Solution: Check exact property names in Postscript subscriber view

SMS Compliance Essentials

SMS marketing requires strict adherence to TCPA regulations to protect consumer privacy. Key requirements include:

  • Collect explicit opt-in consent before sending loyalty SMS
  • Include clear opt-out instructions (STOP keyword)
  • Respect message frequency preferences
  • Maintain proper documentation of consent

Both Rivo and Postscript maintain compliance standards with data processing agreements available. Review the FTC's guidance on text messages for additional compliance information.

Maximizing Opt-In Rates

Promote SMS signup by highlighting loyalty benefits:

  • "Get points balance alerts via text"
  • "Receive VIP-only offers by SMS"
  • "Be first to know about double points events"

Getting Started with Rivo and Postscript

The Postscript integration works because Rivo provides the loyalty infrastructure that makes personalized SMS possible. Without robust loyalty data—points balances, tier status, referral URLs—your SMS campaigns become generic blasts instead of targeted retention tools.

Rivo's platform delivers everything you need to power SMS-driven retention:

Developer-friendly architecture – The Developer Toolkit (REST API, JavaScript API, webhooks) enables custom integrations beyond Postscript for brands requiring advanced customization.

Native Shopify Plus integration – Theme app extensions loading under 100ms, checkout extensions, and Shopify Flow compatibility ensure seamless operation within your existing tech stack.

White-glove onboarding – Included on Plus plans with dedicated success managers and migration support from other platforms to ensure smooth implementation.

50+ integrations – Beyond Postscript, connect with Klaviyo, Attentive, Gorgias, and more to create a unified retention ecosystem.

Brands like Rareform prove the ROI: 100x return and 26.9% repurchase lift in the first 30 days. View more case studies or explore pricing to see which plan fits your retention goals.

Frequently Asked Questions

What loyalty events trigger SMS messages?

The integration supports 15+ event triggers on the Plus plan including points earned, points redeemed, tier upgrades, tier downgrades, referral completed, birthday captured, reward claimed, and points expiry warning. Basic properties like points balance and VIP tier sync on all plans, while automated event triggers require the Plus plan.

How do I encourage redemption through SMS?

Structure campaigns around natural trigger points like expiry warnings and milestone achievements. Use merge tags to personalize with actual points balances, creating relevance. Send reminder sequences at 30 days, 7 days, and 3 days before expiry. Showcase specific redemption options like "$X off your next order" with direct links to your loyalty page.

Can I use Postscript for referral notifications?

Yes. The integration syncs each customer's unique referral URL to Postscript, allowing you to distribute referral links via SMS campaigns. On the Plus plan, you can trigger automated notifications when referrals complete successfully. This amplifies your referral marketing through a high-engagement channel.

What should I track for effectiveness?

Cross-reference Postscript campaign metrics (open rates, click rates, conversions) with Rivo's 20+ analytics reports. Key indicators include redemption rate lift post-SMS campaign, repurchase rate changes by segment, and referral completion rates via SMS versus other channels. Brands like Rareform tracked a 26.9% repurchase increase within 30 days.

What are SMS compliance requirements?

Both platforms maintain compliance standards, but you must obtain explicit consent before sending loyalty SMS. Include clear opt-out mechanisms using the STOP keyword and respect frequency preferences. Review TCPA regulations and Postscript's compliant opt-in templates to ensure proper consent collection for text messaging.

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