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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. Make a Retail Purchase). Save the rule. rivo make a retail purchase earning rule Keep the Action Name value handy — you’ll use the exact same string in the matching Subtotal action.
Subtotal pre-computes the points for each purchase and sends the value to Rivo, so the points configured on this Rivo rule are always overridden. You can leave the rule’s points at a placeholder value (e.g. 1) — the actual reward is calculated in Subtotal.

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Add the action in Subtotal

In the Subtotal Dashboard, navigate to your Rivo integration and click Add action. Choose purchase.created as the event, and set Action name to the same value you used on your Rivo Custom Action. Optionally restrict to specific retailers, set Points per dollar, and set a Start date. Subtotal will only reward purchases made on or after the start date — this controls how much historical purchase data gets sent to Rivo when a customer first links their account. add purchase.created action in subtotal Click Create. Subtotal will now trigger the matching Custom Action in Rivo for each qualifying purchase it collects.
Subtotal computes the point value for each purchase as ceil(items_subtotal × points_per_dollar) — where items_subtotal is the sum of price × quantity for each item Subtotal collects from the receipt — and sends the resulting integer to Rivo. Taxes, shipping, and other fees are not included. One Rivo points event is posted per qualifying purchase.