• BLOCK SETUP GUIDES • SETUP GUIDE

How to Check Rivio Setup, Rules, Blocks, and Analytics with Sidekick

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow the feature-specific setup and testing instructions below. Check the supported pages and plan requirements before activating the feature.

EXPECTED SETUP TIME Varies by feature
COMPATIBILITY See requirements in this guide
TECHNICAL DIFFICULTY Zero Code Required

Rivio’s Sidekick integration lets you ask about setup, active rules, blocks, offers, plan information, validations, and analytics. For supported creation requests, Sidekick returns a link to a pre-filled Rivio form. Review the fields and save in Rivio to apply a change.

How this feature works

Sidekick can inspect Rivio setup and prepare supported configurations. Creation requests return a link to a prefilled Rivio form; they do not save the configuration. Review and save in Rivio, activate when intended, and add editor placement where the feature requires it. A read-only answer does not replace an end-to-end checkout test.

Before you begin

Open Rivio in the correct Shopify admin and use its available Sidekick entry point. Review prepared changes before saving. Shopify Plus is still required for Plus-only target features.

Worked example: Use read-only Sidekick questions to inspect setup

Example setup: Known saved rules, blocks, and a reporting period in Rivio.

Step-by-step instructions

  1. Open Sidekick from the Rivio context in the correct Shopify store.

  2. Ask Which payment rules are active? and Show my shipping rules; compare the named rules and statuses with their Rivio lists.

  3. Ask Which of my checkout blocks are active? and inspect those configurations and placements separately.

  4. Ask What discounts, bundles and gifts do I have in Rivio? and review the linked records.

  5. Ask How much revenue did Rivio drive in the last 30 days? and compare with Analytics using Last 30 days.

  6. Ask Is my order validation working at checkout? then test an invalid and corrected checkout to confirm actual enforcement.

  7. Ask What Rivio plan am I on? and verify the current plan screen plus Shopify feature eligibility.

Verify the result

Test case Expected result or verification
Read-only request No configuration should be created or changed.
Active block answer Still confirm editor placement and matching conditions.
Revenue answer Interpret as the app’s attributed metric, not independently proven incremental revenue.

If the result is different

Check What it means / what to do
Prefilled form is wrong Specify exact products/variants, payment or rate names, amount/currency, conditions, and target page.
No customer-facing change after prompt Review and save the prepared form in Rivio; add required editor placement separately.
Duplicate or unexpected response Check existing records before saving and report the exact prompt/response to support.

Need help?

Email support@rivioapps.com with your store domain, feature name, target page, the relevant settings, and a screenshot of the actual result. Include the test cart, customer, or order details needed to reproduce the issue.

Screenshot reference

Screenshot to add: The saved settings described in this guide, with its selected conditions or scope visible.

Screenshot to add: The worked example’s actual customer result or saved Shopify record, including the relevant test inputs.