Switching from Rivo to Okendo: What to Expect and How to Make the Move

If you are using Rivo for loyalty and starting to evaluate other options, you are probably not looking to start from scratch. You are looking for a platform that can do more.

As brands scale, many find they need more than a standalone loyalty tool — they need loyalty connected to reviews, customer data, and a broader retention strategy. That is typically what drives the conversation about switching to Okendo.

The good news is that migrating from Rivo to Okendo is a guided process. Brands can either transition seamlessly behind the scenes with zero disruption to the customer experience, or use the migration as an opportunity to relaunch an upgraded version of their loyalty program with new tiers, new rewards, and stronger alignment to their retention goals.

This guide covers what the switch involves, what data moves, how timelines work, and what Okendo provides throughout the process.

Who this guide is for

This guide is designed for Shopify brands that:

• Currently use Rivo for loyalty and/or referrals
• Are exploring whether a connected customer marketing platform would better support their growth
• Want to switch without losing customer loyalty data
• Need more from their loyalty tooling — deeper reporting, unified customer data, or strategic support — without committing to an Enterprise contract

If you are comparing Okendo vs Rivo and want to understand what a migration actually looks like in practice, this guide is for you.

Why brands move from Rivo to Okendo

Brands typically explore switching from Rivo to Okendo when they start to feel the constraints of a point solution — not because their loyalty program is failing, but because their retention strategy has outgrown what a single-purpose app can support.

The most common reasons include:

• Wanting to connect loyalty with reviews, referrals, quizzes, and surveys in a single platform rather than managing separate tools
• Needing unified customer profiles that aggregate data from every customer interaction, not just loyalty transactions
• Hitting feature limits at Rivo’s standard plan tiers — capabilities like checkout extensions, custom CSS, Shopify account extensions, and API access are gated behind Rivo’s Enterprise plan, while Okendo includes them at lower tiers
• Looking for hands-on onboarding and strategic support without an Enterprise commitment

For a full breakdown of where the two platforms differ on features, analytics, and platform capabilities, see the Okendo vs Rivo comparison.

What loyalty data moves from Rivo to Okendo

Okendo can import core loyalty data from Rivo so your customers keep what they have earned. This typically includes:

• Customer information (name, email, points balance, points expiration, birthday, etc.)
• Tier information (tier status, tier name, tier expiration, etc.)

During onboarding, Okendo confirms the migration scope based on your specific Rivo setup and data export. The goal is to maintain full continuity — customers retain their points and tier status with no disruption to their experience.

Some brands use the switch as a behind-the-scenes transition, keeping the existing program running without customers noticing anything changed. Others treat it as a relaunch moment — introducing redesigned tiers, updated rewards, a dedicated loyalty landing page, and re-engagement campaigns to drive fresh participation. Okendo supports both approaches and helps each brand determine the right path during onboarding.

How the migration process works

The migration from Rivo to Okendo is led by Okendo’s onboarding team. Your team’s primary role is reviewing recommendations and making strategic decisions about your program — not handling the technical lift.

At a high level, the process includes:

• Data export from Rivo and import into Okendo
• Loyalty program configuration (earn rules, rewards, tiers, expiration settings)
• Onsite setup including loyalty widgets, landing pages, and checkout extensions
• Integration with your existing tools (Klaviyo, Attentive, etc.)
• Strategic guidance on program design from Okendo’s loyalty team

Because Okendo is a connected platform, brands switching from Rivo often choose to set up reviews and referrals alongside loyalty during the same migration window. This means the full retention strategy launches as a unified system — with every customer touchpoint feeding into shared profiles and reporting — rather than rolling out in disconnected pieces.

Book a demo to walk through how the migration would work for your specific setup.

Typical migration timelines

Loyalty migrations from Rivo to Okendo are typically completed within 4 to 8 weeks. This recommended timeline allows for data validation, program configuration, onsite implementation, and strategic setup — but it is not a hard requirement.

Brands with a well-defined loyalty strategy, an existing loyalty page, or a specific launch date can often move faster. These details are aligned during onboarding so the timeline matches your business needs.

If you are also setting up reviews, referrals, or other Okendo products during the same window, those are managed as coordinated workstreams to keep the process efficient.

Onboarding support and guidance

One of the most common reasons brands switch from Rivo is to get more hands-on support. Rivo reserves dedicated onboarding managers, account managers, and merchant services for its Enterprise plan. Okendo provides structured onboarding support at lower tiers.

Here is what that looks like:

• Essentials and Growth plans enjoy a guided setup with Getting Started and Best Practices training materials, including documentation, on-demand videos, email support, and weekly office hours.
• Power and Advanced plans include dedicated onboarding support with live, ongoing guidance from a dedicated Onboarding Manager.
• Enterprise plans are guided by a multi-disciplinary team comprised principally of a dedicated project manager, a loyalty strategist, and a customer success manager. The brand is also supported with on-demand access to design services, solutions engineering, and technical support.

After launch, Okendo’s customer success team continues to provide strategic guidance — not just troubleshooting, but program optimization, performance reviews, and actionable recommendations for improving retention metrics over time. For details on what each plan includes, visit Okendo’s pricing page.

Common questions about switching from Rivo to Okendo

Will my customers lose their points or tier status?

No. Okendo imports core loyalty data from Rivo including points balances and tier status. Customers keep everything they have earned.

Do I need a developer to handle the migration?

No. Okendo’s onboarding team manages the technical work. If your brand has developers who want to customize using Okendo’s API or Liquid support, they absolutely can — but it is not a requirement for migrating.

Can I redesign my loyalty program during the switch?

Yes, and many brands do. Migration is a natural opportunity to revisit earn rules, reward types, tier structures, and onsite displays. Okendo’s loyalty team can help you evaluate what is working and model changes before you relaunch.

What happens to my referral program?

Okendo includes a native referral program that replaces Rivo’s referral functionality. Referral rewards integrate directly with loyalty points, and everything runs from one platform. If you also want to connect referrals with reviews and loyalty, that is built in.

Can I consolidate other tools at the same time?

Yes. Brands running separate apps for reviews, loyalty, and referrals often use the migration as an opportunity to consolidate into Okendo’s connected platform. Eligible customers may receive up to 40% off the full platform, or up to 30% off multi-product bundles.

Next steps

If you are weighing whether to stay with Rivo or move to a platform that connects loyalty with the rest of your customer experience, a short conversation can help clarify what the switch would involve.

• See the full comparison: Okendo vs Rivo
• Explore what Okendo Loyalty includes: Shopify loyalty program
• Hear from brands using Okendo: Customer stories
• Book a demo to discuss your Rivo to Okendo migration