Rise.ai and Rivo support different approaches to retention, loyalty, and customer value. Merchants considering a move should compare their current Rise.ai balance and gift-card workflows with the loyalty, referral, membership, customer-account, store-credit, and related capabilities available through Rivo.
Rivo documents two practical paths for moving from Rise.ai: a hybrid handoff that keeps existing Rise balances visible while new loyalty activity begins in Rivo, and a full cutover that moves future loyalty and credit activity into Rivo. Rise migrations generally require manual planning and CSV workflows rather than a one-click import. Migration timing depends on the data scope, integrations, liability reconciliation, testing requirements, and launch plan.
Key Takeaways
- Rivo documents hybrid and full-cutover migration paths for merchants moving from Rise.ai.
- Existing balances and historical activity can be moved through documented CSV workflows, depending on the migration scope.
- Scale starts at $49 per month, Plus is listed at $499 per month, and Enterprise uses custom pricing.
- Rivo publishes more than 50 pre-built integrations, including Klaviyo, Shopify POS, Shopify Flow, Recharge, Skio, Okendo, and Gorgias.
- Rivo supports loyalty points, VIP tiers, referrals, memberships, customer accounts, cashback, store credit, gift cards, wallet passes, and wishlists. Availability and limits may vary by plan or product configuration.
Why Brands Consider Migrating to a Broader Loyalty Platform
Store credit can be effective for refunds, incentives, cashback, and repeat-purchase offers. Points, VIP tiers, referrals, memberships, and customer-account experiences serve different purposes. A merchant may consider switching platforms when it wants to manage more of these retention programs through one Shopify-focused provider.
Rivo’s current product documentation includes:
- Points and reward programs
- VIP tiers based on spend, order count, or points earned
- Referral programs with double-sided incentives and fraud protection
- Paid and free membership tiers
- Points expiry
- Checkout and customer-account touchpoints
- Shopify POS earning and redemption
- Branded customer accounts, wishlists, wallet passes, and gift cards
- Developer access through REST APIs, JavaScript capabilities, metafields, webhooks, and theme extensions
Rivo also promotes Shopify extensions and other current Shopify integration methods. Merchants still relying on legacy checkout customizations should review Shopify’s current guidance for checkout extensibility and extension-based integrations.
Signs a Merchant May Need a Different Setup
A merchant may benefit from evaluating another platform when:
- Its current program does not support the earning, redemption, tier, referral, or membership experiences it wants to launch.
- Loyalty and customer-account data are fragmented across several applications.
- The team needs Shopify POS, Shopify Flow, checkout, or customer-account touchpoints.
- The business wants a broader retention stack that includes loyalty, referrals, accounts, store credit, memberships, or wishlists.
- Current migration, integration, reporting, or customization requirements have outgrown the existing implementation.
Bain has reported that, in some businesses, a 5% increase in customer retention can increase profits by 25% to 95%. This is an older cross-industry estimate rather than a guaranteed result for a specific Shopify merchant. Actual results depend on purchase frequency, margins, acquisition costs, and customer behavior.
Migrating from Rise.ai to Rivo
Rivo’s Rise-specific documentation describes two migration approaches. Neither path should begin until the merchant has defined which balances, transactions, customer fields, and historical records must be transferred.
Choosing a Migration Path
Path 1: Hybrid Handoff
- Keep existing Rise-linked balances visible during the transition.
- Run new loyalty activity through Rivo.
- Migrate customers or balances in phases when appropriate.
- Use clear labels so customers understand which system holds each balance.
- Reconcile outstanding liabilities before completing the cutover.
Path 2: Full Cutover
- Move future loyalty and credit activity into Rivo.
- Import the agreed customer balances or historical transactions.
- Launch one customer-facing loyalty and credit experience.
- Retire the previous system after data validation, testing, and finance approval.
Rivo notes that Rise migrations do not currently use a one-click migration flow. Merchants should plan around manual cutover steps and CSV imports.
Recommended Migration Process
Phase 1: Audit and Planning
- Export the available customer-balance and transaction data.
- Identify whether the import will include balances only or full transaction history.
- Reconcile outstanding credit and gift-card liabilities.
- Document the source of truth for each balance during the transition.
- Define customer-support and lifecycle-marketing communications.
- Confirm the migration scope, responsibilities, schedule, validation process, and fees with Rivo.
Phase 2: Configuration and Import
- Install and configure Rivo.
- Set up the loyalty, referral, account, credit, or membership experiences included in the project.
- Prepare CSV files using Rivo’s required format.
- Define the value conversion using existing liability, future reward economics, and customer-facing value.
- Have finance review and approve any conversion from currency-denominated credit to points.
- Import data first in a test environment or limited cohort when practical.
Phase 3: Testing and Launch
- Test earning, redemption, refunds, cancellations, and partial refunds.
- Verify integrations such as Klaviyo, Shopify POS, Shopify Flow, review tools, and subscription platforms.
- Compare imported totals with the source data.
- Train customer-support and operations teams.
- Launch with clear customer communication.
- Monitor balances, redemptions, support tickets, and integration events after launch.
Common Migration Challenges
Unclear data scope
Decide before import whether the migration covers current balances, tier status, profile fields, full transaction history, or a combination. Rivo recommends defining the CSV scope in advance so reporting and customer timelines remain consistent.
Customers see two balance systems
During a hybrid handoff, customers may see a Rise-linked balance while new loyalty activity is recorded in Rivo. Use explicit labels and customer communications to explain the difference.
Conversion economics are unclear
Do not select a universal point-conversion rate based only on how large the point balance appears. Model the redemption cost, breakage assumptions, outstanding liability, and customer value before approving the conversion.
Refund and cancellation behavior has not been tested
Rivo documents settings for adjusting points and returning redeemed rewards on refunded, partially refunded, canceled, or voided orders. Test these rules against the merchant’s refund policy before launch.
Customizing a Customer Rewards Program with Rivo
Rivo supports multiple ways for customers to earn and redeem rewards. The exact capabilities available to a merchant depend on its plan, integrations, and product configuration.
Points-Based Earning Rules
Rivo documents earning options for:
- Purchases
- Account creation
- Birthdays and anniversaries
- Social actions
- Product reviews through supported integrations
- Referrals
- Custom actions
- Product-specific purchases
- Other engagement activities
Reward options include fixed-amount discounts, percentage discounts, free shipping, free products, points, gift cards, and other configured benefits.
VIP Tier Structure
Rivo supports customizable VIP tiers based on spend, order count, or points earned. Merchants can configure tier thresholds, qualification periods, tier-specific rewards, earning multipliers, and branding.
Rivo’s Kitsch case study reports $5.8 million in loyalty-attributed revenue and says the brand’s highest-tier customers purchased almost nine times more than the comparison group used in the case study. This is a company-published customer result and should not be treated as a typical outcome.
Page and Experience Customization
Rivo publishes landing-page tools, customizable messaging, translations, account and checkout touchpoints, custom fonts, custom CSS, and custom-built account sections. Standard experiences can be configured through Rivo’s administrative tools, while more specialized implementations can use the Developer Toolkit.
Integrating Rivo with Shopify and Other Ecommerce Tools
Rivo publishes more than 50 pre-built integrations. Integration availability, events, and functionality can vary by product and plan.
Email and SMS Marketing
Klaviyo: Rivo can add loyalty properties such as point balance and VIP tier to Klaviyo profiles, trigger supported flows, populate email content, and support segmentation. Rivo states that event availability varies by plan.
Postscript, Attentive, Omnisend, and other providers: Rivo publishes integrations for multiple email and SMS platforms. Merchants should confirm the exact profile fields, triggers, and message workflows required for their implementation.
Shopify POS
Rivo’s Shopify POS integration supports earning and spending points in store and online. The pricing page currently lists three POS locations for Scale and unlimited locations for Plus and Enterprise.
Shopify Flow
Rivo’s Shopify Flow integration includes triggers and actions for tier changes, birthdays, adding points, custom actions, review rewards, and VIP-tier updates.
Subscriptions
Rivo publishes integrations for Recharge, Skio, Loop Subscriptions, Stay, Smartrr, and other subscription platforms. It also provides Shopify Flow recipes for subscription-related loyalty actions. The available renewal, order, and subscription events should be confirmed for the selected platform.
Reviews and Customer Support
Rivo publishes review integrations including Okendo, Judge.me, Loox, Junip, Stamped, and others. It also publishes customer-support integrations including Gorgias and Gladly. Confirm which customer fields and actions are available before designing the workflow.
Rivo Activate
Rivo Activate is designed to sign customers in when they arrive through eligible Klaviyo email links. Rivo reports that one flagship brand recorded a 500% increase in new daily activated accounts within 30 days. This is a company-reported customer result, not a typical or guaranteed result.
Developer Toolkit
Rivo’s Developer Toolkit includes:
- REST API access
- JavaScript capabilities
- Webhooks
- Shopify metafields
- Theme extensions
- API keys and developer documentation
Access levels and rate limits vary by plan. Rivo’s pricing page states that API rate limits can reach up to 100 requests per second.
Published Customer Results
Rivo publishes customer case studies across loyalty, referrals, memberships, and customer accounts. These results are useful examples but are not independent benchmarks or guaranteed outcomes.
HexClad: Rivo reports more than $450,000 in new referral revenue during the first 90 days, a 17% AOV lift for referred customers, and 92x ROI in the featured program.
Kitsch: Rivo reports $5.8 million in loyalty-attributed revenue and says the highest-tier customers purchased almost nine times more than the case study’s comparison group.
OSEA Malibu: Rivo reports a 77% lift in repeat purchase rate, 1.4x higher AOV for loyalty redeemers, and 25% of members placing an order within 30 days of joining.
Portland Leather Goods: Rivo reports that loyalty was directly tied to 17.4% of total revenue, along with more than 250,000 new members and more than $105,000 in referral revenue.
Fresh Chile Co: Rivo reports a 156% AOV lift for members, more than $40,000 in membership annual recurring revenue during 90 days, and 18x Rivo ROI.
Tuckernuck: Rivo reports 2.4 million wishlist favorites, a 14% AOV lift for activated customers, and more than 384,000 logged-in sessions.
Understanding Rivo Pricing
Rivo’s public pricing page currently lists three primary plans.
Scale
- Starts at $49 per month
- Uses month-to-month billing
- Covers 200 to 2,500 monthly orders
- Includes three Shopify POS locations
- Supports up to 250,000 loyalty and referral participants
- Includes a seven-day free trial
- Pricing increases with monthly order volume
Plus
- Listed at $499 per month
- Covers up to 2,500 monthly orders
- Includes white-glove onboarding
- Includes unlimited POS locations and loyalty participants
- Rivo’s support documentation lists a dedicated customer success manager for Plus
- The pricing page lists a 50% discount for eligible country-expansion stores
Enterprise
- Custom pricing
- Unlimited order volume
- Expanded developer and implementation options
- Slack Connect
- Technical account management and custom support options may be included in the applicable agreement
Merchants should review the live pricing page and obtain a written proposal because included products, migration scope, usage limits, support coverage, API access, and implementation services can vary.
Month-to-Month Billing
Rivo’s public pricing page says customers can upgrade, downgrade, or cancel and that billing is month to month. The article should not make broad claims about competitors’ contract requirements without checking each competitor’s official terms.
Referral Marketing and Memberships
Rivo supports double-sided referral incentives, unique referral links, referral pages, fraud protection, checkout extensions, and referral analytics. Merchants should ask Rivo to document the specific fraud checks and qualification rules available for their program.
One peer-reviewed study following approximately 10,000 customers at a German bank found that referred customers had an average lifetime value at least 16% higher than comparable non-referred customers. This result is relevant background, but it should not be treated as a universal ecommerce benchmark.
Rivo Memberships supports paid and free tiers, multiple billing intervals, tier-specific benefits, cashback, failed-payment settings, cancellation handling, and customer-profile integration. Merchants should confirm Shopify-plan prerequisites, payment requirements, and product availability for their implementation.
Rivo Accounts and Post-Purchase Engagement
Rivo Accounts provides a branded customer-account experience with:
- Shopify Customer Accounts compatibility
- Google and Shop sign-in
- Order history and shipment tracking
- Buy-again and cancellation actions
- Favorites and shareable wishlists
- Recently viewed products and saved carts
- Wallet passes
- Customer preferences
- Loyalty, referral, and membership information
- Advanced visual customization
Rivo Retain is positioned as a way to keep customers signed in after purchase and provide more personalized return visits. Merchants should evaluate it alongside their authentication, consent, privacy, and customer-account requirements.
Final Verdict: Making the Switch to Rivo
For brands considering a switch from Rise.ai, Rivo offers several potentially relevant capabilities.
- Shopify integration: Rivo supports Shopify theme integrations, checkout touchpoints, Shopify Flow, Shopify POS, Shopify Customer Accounts, and other Shopify-focused retention experiences.
- Platform scale: Rivo reports that its infrastructure processes billions of API calls annually and has recorded 99.98% API uptime. These are company-reported figures rather than independently audited performance guarantees. Merchants should review the applicable SLA.
- Migration support: Rivo provides documented hybrid and full-cutover approaches, along with CSV workflows for balances and historical points or credit transactions. Rise.ai migrations generally involve manual planning rather than a one-click import. Merchants should verify the exact fields, schedule, responsibilities, testing process, and any applicable implementation fees before starting.
- Retention products: Rivo offers loyalty, referrals, memberships, customer accounts, cashback, store credit, gift cards, wallet passes, and wishlists that can be combined into a broader retention stack.
- Developer flexibility: The Developer Toolkit includes REST API and JavaScript capabilities, while Rivo also publishes support for Shopify metafields, webhooks, theme extensions, and Shopify Flow. Availability and usage limits vary by plan.
- Published pricing: Scale currently starts at $49 per month and scales with order volume. Plus is listed at $499 per month for up to 2,500 monthly orders. Enterprise pricing is custom and supports unlimited order volume. Merchants should review the current pricing page because limits and included features may change.
For Shopify and Shopify Plus brands evaluating a migration, request a demo and ask Rivo to provide a written migration scope, data-field map, feature matrix, pricing proposal, data-validation plan, performance-testing plan, support schedule, and launch timeline.
Frequently Asked Questions
How long does a typical migration from Rise.ai to Rivo take?
Rivo does not publish a universal Rise.ai migration duration. Timing depends on whether the merchant selects a hybrid handoff or full cutover, the volume and quality of the exported data, whether balances or full transaction history will be imported, the number of integrations, finance reconciliation, testing requirements, and customer communications.
Can Rise.ai remain running while testing Rivo?
Yes. Rivo’s documented hybrid-handoff option allows merchants to keep a Rise-linked balance visible while new loyalty activity begins in Rivo. Customers may see two balance systems during the transition, so merchants should use clear labels and communications and define which platform is the source of truth for each balance.
What happens to existing Rise.ai store-credit balances?
Merchants can keep Rise balances visible temporarily or complete a full cutover using CSV imports for the agreed balances and historical records. The conversion method should be approved by finance and tested before launch. Rivo advises merchants to define whether the migration includes balances only or full transaction history.
Does Rivo integrate with subscription platforms?
Rivo publishes integrations for Recharge, Skio, Stay, Smartrr, Loop Subscriptions, and other subscription providers. It also supports Shopify Flow recipes for subscription-related loyalty actions. Merchants should confirm the exact renewal events, account features, and reward workflows available for their selected provider.
Is Rivo compatible with Shopify Plus store setups?
Rivo is built for Shopify and supports Shopify Plus integrations, checkout and customer-account touchpoints, Shopify Flow, Shopify POS, modern extensions, stackable discounts in relevant implementations, and Developer Toolkit options. Rivo is also listed as a Built for Shopify app. Exact checkout features and product availability should be confirmed against the merchant’s Shopify plan and Rivo proposal.
