How to Switch from Okendo to Rivo

Switch from Okendo to Rivo by migrating loyalty data, rebuilding rewards, testing integrations, and launching a Shopify-focused retention program.
July 21, 2026
Team Rivo
rivo.io

Switching a Shopify loyalty program from Okendo to Rivo's loyalty platform requires more than installing a new app. Brands need to compare product capabilities, export and map customer data, rebuild earning and redemption rules, test integrations, communicate the change to members, and validate balances before launch. Rivo supports loyalty, referrals, paid loyalty tiers, cashback, store credit, customer accounts, Shopify POS, Shopify Flow, and Shopify Plus checkout extensions, but feature availability and pricing vary by plan and product.

Rivo publishes case-study and comparison-page performance figures, but these should be treated as company-reported results rather than guaranteed outcomes. Migration timing also varies according to program complexity, data availability, design requirements, integrations, and testing. Merchants should request a written Okendo-specific scope before choosing a launch date.

Key Takeaways

  • Okendo introduced its Loyalty product in 2024 as part of its broader customer-marketing platform. Rivo focuses on Shopify loyalty and retention and currently advertises more than 150 platform features. Okendo states that all of its Loyalty features are available on every Loyalty plan, so merchants should compare the precise capabilities they need rather than assuming one platform offers only basic functionality.
  • Rivo’s current Scale plan starts at $49 per month. Plus is listed at $499 per month, and Enterprise pricing is custom. Scale pricing varies with order volume.
  • Rivo does not currently publish a dedicated Okendo migration workflow. Migration timing should be determined after reviewing the export files, integrations, custom rules, design requirements, and validation process.
  • Rivo supports bulk loyalty-data imports and historical points or credit transaction imports through CSV. The exact data that can be migrated depends on what Okendo can export and how those fields map into Rivo.
  • Rivo publishes more than 50 integrations, including an official Okendo integration that uses Shopify Flow to award points for product reviews.
  • Rivo lists eight checkout extensions for eligible Shopify Plus merchants on the Plus plan using Shopify checkout extensibility.

Why Migrate a Shopify Reviews and Loyalty Program?

The decision to switch loyalty platforms rarely comes from one issue. It usually follows a review of program goals, operating costs, feature requirements, integration needs, customer experience, reporting, and the internal resources required to manage the program.

Assessing the Current Review Solution

Okendo is known for reviews and other customer-marketing products and introduced Okendo Loyalty in 2024. Its official materials say Loyalty customers receive access to all Loyalty features on every plan. This means an accurate evaluation should compare the specific capabilities, limits, support services, and pricing quoted to the merchant rather than describing Okendo Loyalty as inherently basic.

Questions that may trigger a migration review include:

  • Retention-product requirements - Determine whether the program requires points, VIP tiers, store credit, cashback, paid loyalty tiers, referrals, customer accounts, checkout extensions, or custom API workflows.
  • Pricing and contracts - Compare monthly fees, order-volume tiers, implementation services, billing commitments, renewal terms, overages, and add-on products in the written proposals.
  • Integration requirements - Confirm support for reviews, email, SMS, subscriptions, customer support, mobile apps, Shopify POS, Shopify Flow, and custom development.
  • Checkout experience - For Shopify Plus, compare the checkout components available under Shopify’s current checkout-extensibility framework.

Baymard reports that the average ecommerce cart-abandonment rate is about 70%. Its broader research identifies checkout usability as one of several addressable causes, so any loyalty component added to checkout should be tested for clarity, performance, and friction rather than assumed to improve conversion automatically.

The Strategic Advantages of a Focused Retention Platform

A focused retention platform can be useful when loyalty, referrals, cashback, memberships, or customer accounts have become central to a brand’s growth strategy. Rivo describes itself as a Shopify-focused retention platform and publishes more than 150 features and more than 50 integrations.

Rivo currently advertises:

  • Shopify-focused architecture - Rivo integrates with Shopify customers, Shopify Flow, Shopify POS, checkout extensibility, metafields, and other Shopify services.
  • A public product-update library - Merchants can review Rivo’s release history on the product updates page.
  • SOC 2 Type II compliance - Rivo states that it is SOC 2 Type II compliant. This is a company-published compliance statement, and enterprise buyers may request the applicable report and security documentation during procurement.
  • Support options - Rivo lists 24/7 chat support, email support, migration assistance, white-glove onboarding, Slack Connect, customer success management, and technical account management. Some services depend on the selected plan or custom agreement.

The strategic question is not whether reviews or loyalty is more important. It is whether each platform can support the brand’s required workflows, customer experience, reporting, service model, and budget.

Understanding Rivo's Ecosystem for Reviews and Retention

Switching loyalty platforms does not necessarily require replacing the current reviews platform. Rivo publishes an official Okendo integration that lets merchants award Rivo points after a customer posts a product review. The integration uses Shopify Flow and supports workflow conditions.

Leveraging Rivo's Integrations for Product Reviews

Rivo’s integration directory includes review platforms such as Okendo, Judge.me, Junip, Loox, Stamped, Reviews.io, Bazaarvoice, and Yotpo Reviews. The supported triggers, fields, plan requirements, and installation method vary by integration, so each workflow should be checked on its official integration page.

Examples include:

  • Okendo - Rivo documents review-based point earning through Shopify Flow.
  • Judge.me - Rivo publishes a dedicated integration for rewarding product reviews.
  • Loox and Stamped - Rivo lists official integration pages for these review platforms.
  • Yotpo Reviews and Bazaarvoice - Rivo lists these products in its integration ecosystem.

This model allows a merchant to keep Okendo Reviews while using Rivo for loyalty, provided the required review events and loyalty workflows are supported.

The Role of Shopify-Native Loyalty

Rivo integrates with several parts of Shopify’s platform:

  • Checkout extensions - Rivo lists eight checkout extensions. Its documentation says checkout extensions are available to Shopify Plus merchants on the Plus plan using checkout extensibility.
  • Theme and storefront integrations - Rivo supports storefront loyalty experiences and Shopify theme integrations. Merchants should test the effect of their actual configuration on storefront performance.
  • Discount combinations - Rivo documents discount combinations and stacking for supported reward configurations. Each planned combination should be tested before launch.
  • Metafields - Rivo lets merchants access loyalty data inside Shopify Liquid through metafields.
  • Shopify POS - Rivo supports earning and spending rewards online and in store through Shopify POS.
  • Shopify Flow - Rivo publishes triggers and actions for workflows involving points, reviews, birthdays, and VIP tiers.

For Shopify Plus merchants, these capabilities can create loyalty touchpoints across the storefront, checkout, customer account, and in-store experience. Availability still depends on the Rivo plan, Shopify plan, and implementation.

Data Migration from Okendo to Rivo

Migration planning should begin with an export review. The merchant should identify every field used by the current program, determine whether Okendo can export it, map it to the corresponding Rivo field, and test the import on a representative sample before the final cutover.

What May Transfer to Rivo

Potential migration data includes:

  • Points or credit balances
  • Customer identifiers and email addresses
  • VIP tier memberships
  • Birthdays and enrollment dates
  • Historical points or credit transactions
  • Reward and redemption history when the necessary source data is available
  • Program-rule definitions that can be manually rebuilt in Rivo

Rivo supports bulk CSV imports for loyalty data. It also documents a Points Logs CSV importer that creates historical transaction rows and recalculates customer balances from imported history. This corrects the earlier assumption that only balance snapshots could be transferred.

Rivo does not currently publish a dedicated Okendo migration guide in its migration hub. As a result, merchants should not assume every field transfers automatically. Rivo’s migration documentation recommends CSV as a fallback when a platform-specific migration flow is unavailable.

Migration Timeline and Support

A reliable migration timeline should be based on:

  • Export-file availability and quality
  • Number of customer and transaction records
  • VIP-tier and expiration logic
  • Earning and redemption rules
  • Custom integrations
  • Storefront and checkout design
  • Email and SMS workflows
  • Data-validation requirements
  • Customer communications
  • Parallel testing and rollback planning

Rivo’s pricing page lists migration or replatform assistance and white-glove onboarding. It does not publicly guarantee a free Okendo migration for merchants above a particular monthly-order threshold. The merchant should obtain written confirmation of the scope, fees, responsibilities, schedule, validation process, and launch support.

For general planning guidance, see Rivo’s migration guide.

Configuring Rivo Loyalty and Referrals for Customer Engagement

Once the data has been validated, the next step is rebuilding the loyalty experience. Rivo provides standard configuration tools as well as developer capabilities for custom implementations.

Designing a New Loyalty Program with Rivo

Rivo Loyalty supports points programs, custom earning rules, rewards, VIP tiers, points expiry, loyalty pages, customer profiles, transactional emails, and analytics.

Points and Earning Rules:

  • Purchase-based and engagement-based earning rules
  • Product-review earning through supported review integrations
  • Birthday points and custom actions
  • Points expiry with notification options
  • Collection multipliers and bonus campaigns
  • Shopify POS earning and redemption

Rivo’s Scale plan currently includes three Shopify POS locations, while Plus and Enterprise list unlimited locations.

VIP Tiers:

  • Tier qualification by amount spent, orders placed, or points earned
  • Tier-based program benefits
  • VIP data that can be used in Shopify Flow and supported integrations
  • Tier progression and customer-profile management

In a 2018 Accenture survey, 91% of respondents said they were more likely to shop with brands that recognized and remembered them and provided relevant offers and recommendations. The finding supports the broader value of relevant personalization, but it does not prove that a particular VIP program will produce a specific commercial result.

Cashback and Store Credit:

  • Ledger-backed store-credit balances
  • Configurable cashback earning
  • Credit expiry
  • Bulk credit drops
  • Balance and redemption analytics

Rivo currently advertises Cashback as a separate product starting at $199 per month. Merchants should confirm whether cashback is included in a proposed bundle or requires separate pricing.

Paid Loyalty Tiers and Memberships:

  • Paid loyalty tiers or memberships
  • Recurring membership experiences
  • Member benefits and access rules
  • Shopify-native checkout components
  • Compatibility with supported discount configurations

Rivo’s pricing page lists paid loyalty tiers as a loyalty capability and also offers custom retention bundles containing Memberships. Merchants should confirm installation requirements, billing configuration, Shopify Plus requirements, and plan eligibility.

Setting Up Rivo Referrals

Rivo Referrals supports customer referral experiences, referral rewards, integrations, and fraud-protection controls.

Relevant capabilities include:

  • Branded referral pages and onsite referral touchpoints
  • Unique customer referral links
  • Custom referral rewards
  • Multi-tier referral configurations
  • Fraud-protection tools
  • Shopify Flow and communication-platform integrations

Rivo says it includes more than 20 built-in fraud-protection tools. Merchants should confirm the exact rules, thresholds, manual-review tools, and reporting available for their plan.

A study of approximately 10,000 customers at a German bank found that referred customers had an average six-year lifetime value 16% higher than comparable non-referred customers. Because the research examined financial-services customers, brands should not treat the result as a guaranteed ecommerce benchmark.

Integrating a Reviews App with Rivo

Running Rivo alongside a specialist reviews app can create a best-of-breed setup, but the integration should be evaluated workflow by workflow.

Choosing a Reviews Partner

Rivo’s integration ecosystem includes Okendo and several other review platforms. Okendo’s official Rivo integration supports awarding points for product reviews, limiting how often a customer can earn through a review workflow, and adding Shopify Flow conditions.

Before selecting or retaining a reviews partner, confirm:

  • Which review events can trigger Rivo actions
  • Whether photo and video review distinctions are available
  • How verified-review status is handled
  • Whether historical review data is relevant to the loyalty program
  • Plan requirements for Shopify Flow or API access
  • How failed or reversed reviews affect awarded points

Using Shopify Flow with Reviews and Loyalty

Rivo’s Shopify Flow integration provides actions such as adding points, adding points for a custom action, adding points for a review, and updating a customer’s VIP tier. Published triggers include tier movement, tier updates, and customer birthdays.

Possible workflows may include awarding points after a qualifying review or updating a tier after a defined event. More complex workflows, such as distinguishing verified photo reviews or combining review requests with dynamic points balances, depend on the events and data exposed by the connected apps.

Optimizing Customer Accounts with Rivo

Rivo Accounts is a personalized customer-account product that can connect loyalty information with shopping and post-purchase experiences.

Features That May Drive Engagement

Login Experience:

  • Passwordless login and signup
  • Personalized customer-account access
  • Integration with supported email and SMS platforms
  • Loyalty information inside the customer portal

Account Portal:

  • Loyalty balance and program information
  • Shareable wishlists and favorites
  • Recently viewed products and saved-cart functionality
  • Apple and Google Wallet passes
  • Unified subscription and returns experiences
  • Customer-account personalization

Rivo currently lists Accounts as a separate product starting at $499 per month. Merchants should confirm which features, integrations, account types, and identity providers are included in the proposed implementation.

Subscription Management:

Rivo publishes integrations with platforms including Recharge, Skio, Smartrr, Loop, Ordergroove, and other subscription tools. The actions available inside Rivo Accounts depend on the connected provider and implementation. Merchants should verify whether customers can edit payment methods, change delivery dates, pause, skip, or cancel subscriptions for the selected provider.

For brands focused on repeat purchase rate, the account area can provide another place for customers to see rewards, saved products, referrals, and subscription information.

Monitoring Performance with Rivo Analytics

Rivo’s pricing page lists more than 20 analytics reports. The reports are designed to help merchants understand points activity, reward usage, and program performance.

Potential reporting requirements include:

Program Health Metrics:

  • Loyalty participation
  • Points issued and redeemed
  • Outstanding points or credit balances
  • Reward usage
  • Points expiry

Revenue and Customer Metrics:

  • Revenue associated with redemptions
  • Repeat purchase behavior
  • Average order value
  • Tier performance
  • Member and non-member comparisons

Referral Metrics:

  • Referral participation
  • Referral conversion
  • Rewards issued
  • Fraud-review activity

Merchants should confirm the exact definitions, attribution model, filters, export options, and historical-data availability for every metric they intend to use. A reported difference between loyalty members and non-members does not, by itself, prove that the loyalty platform caused the entire difference.

Rivo publishes performance results through its case studies. These can illustrate possible program designs and outcomes, but they should not be presented as guaranteed benchmarks for every merchant.

Future-Proofing a Shopify Retention Program

Shopify’s platform changes over time, so a loyalty implementation should use currently supported extension models and documented APIs.

Why Shopify Integration Matters

Rivo publishes support for:

  • Checkout extensibility - Rivo’s checkout components use Shopify’s current extension framework rather than legacy checkout.liquid customization.
  • Shopify discount configurations - Supported reward types can work with Shopify discount combinations, subject to the store’s settings and compatibility testing.
  • Theme integrations - Rivo can be added to Shopify storefront experiences.
  • Shopify Flow - Rivo provides triggers and actions for low-code automation.
  • Shopify POS - Customers can earn and spend rewards online and in store.
  • Metafields, JavaScript, REST API, and webhooks - These tools support custom storefronts and integrations. Availability and rate limits vary by plan.

Merchants should still test checkout behavior, theme performance, discounts, customer identity, POS synchronization, and API usage in their own environment.

Continuous Improvement

Rivo maintains a public product updates page. Its current platform includes or advertises products and capabilities such as cashback, customer accounts, paid loyalty tiers, memberships, analytics, store credit, and developer tools.

Development velocity can be relevant when evaluating a long-term platform, but release frequency should be considered alongside reliability, documentation quality, compatibility, support, roadmap fit, and the effort required to adopt new functionality.

Final Verdict: Why Brands May Consider Switching from Okendo to Rivo

Rivo may be a suitable option for Shopify merchants that want to build a broader retention stack around loyalty, referrals, cashback, paid loyalty tiers, customer accounts, Shopify POS, and checkout extensions.

  • Retention Focus: Rivo is positioned around Shopify loyalty and retention and advertises more than 150 features. This does not mean every feature is included in every plan or product bundle.
  • Current Pricing: Scale starts at $49 per month and varies by monthly order volume. Plus is $499 per month for up to 2,500 monthly orders. Enterprise is custom. Cashback and Accounts also have separately published starting prices.
  • Migration Capabilities: Rivo supports CSV imports for balances and other loyalty data, including historical points or credit transaction imports. An Okendo-specific data map, schedule, and implementation scope should be confirmed in writing.
  • Support Options: Rivo lists chat, email, migration assistance, onboarding, Slack Connect, customer success, and technical account-management services. Entitlements depend on plan and contract.
  • Business Model: Rivo describes itself as bootstrapped. Merchants should independently evaluate the current price, contract terms, service commitments, and product roadmap.

Brands evaluating the switch can request a demo or review the interactive demo.

Frequently Asked Questions

What are the main differences between Okendo and Rivo?

Okendo is a customer-marketing platform known for reviews and introduced its Loyalty product in 2024. Rivo is a Shopify-focused retention platform offering loyalty, referrals, cashback, paid loyalty tiers, customer accounts, developer tools, and checkout extensions. Rivo advertises more than 150 features and eight checkout extensions, while Okendo states that all Okendo Loyalty features are included on every Loyalty plan. The best choice depends on the merchant’s required workflows, integrations, service model, and written pricing proposal.

Can existing customer reviews from Okendo be migrated when switching to Rivo?

Reviews do not necessarily need to move because a merchant can keep Okendo for reviews and use Rivo for loyalty. Rivo’s official Okendo integration uses Shopify Flow to award points after product reviews and apply workflow conditions. A merchant that wants to replace Okendo Reviews should evaluate a separate review-platform migration because Rivo’s published Okendo integration is an earning workflow, not a complete review-content migration service.

How long does a migration from Okendo to Rivo take?

Rivo does not currently publish a standard Okendo-specific timeline. The schedule depends on data-export availability, record volume, historical transactions, VIP tiers, custom earning rules, integrations, storefront design, customer communications, and testing. Merchants should ask Rivo for a written project plan after the source data and required workflows have been reviewed.

What support does Rivo offer during and after migration?

Rivo lists 24/7 chat support, email support, migration or replatform assistance, white-glove onboarding, Slack Connect, customer success management, and technical account management. The exact services, response commitments, and assigned resources vary by plan or custom contract, so they should be documented in the proposal and statement of work.

How does Rivo's pricing compare with other loyalty platforms?

Rivo’s current Scale plan starts at $49 per month and varies with monthly order volume. Plus is listed at $499 per month for up to 2,500 monthly orders, and Enterprise pricing is custom. Rivo separately advertises Cashback from $199 per month and Accounts from $499 per month. Pricing comparisons should use written quotes at the merchant’s actual order volume and include implementation, integrations, product bundles, support, expansion stores, and any usage-based charges.

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