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Documentation Index

Fetch the complete documentation index at: https://docs.subtotal.com/llms.txt

Use this file to discover all available pages before exploring further.

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Create a Custom Action in Rivo

In your Rivo admin, navigate to the Loyalty Program and click Add Another Way to Earn. Choose Custom Action. rivo custom action Give the action a name (e.g. Link an Account). The points you set on the rule will be overridden by Subtotal, so you can leave them at a placeholder value (e.g. 1) — the actual reward comes from the Subtotal-side configuration you’ll set up next. Save the rule. rivo link an account earning rule Keep the Action Name value handy — you’ll use the exact same string in the matching Subtotal action.

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Add the action in Subtotal

In the Subtotal Dashboard, navigate to your Rivo integration and click Add action. Choose account.linked as the event, and set Action name to the same value you used on your Rivo Custom Action. Optionally restrict to specific retailers. add account.linked action in subtotal Set the Points field to the number of points you want to award. Subtotal sends this value to Rivo as points_amount on every account.linked event, so whatever you set here is what the customer receives. Click Create. Subtotal will now trigger the matching Custom Action in Rivo whenever a customer links a qualifying retailer account.
Because Subtotal always supplies points_amount, the points configured on your Rivo Custom Action rule are effectively overridden. You can leave the rule’s points at a placeholder value — the actual reward comes from the Subtotal Points field.
Points are awarded on the first successful activation of each connection. Re-authenticating an existing connection (for example, after a retailer password change) does not re-award points. Creating a fresh connection after a disconnect will.