• BLOCK SETUP GUIDES • SETUP GUIDE

How to Prepare Discounts, Bundles, Upsells, and Gifts 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: Prepare an offer with real product names

Example setup: Demo T-shirt and Demo Bottle variants; USD checkout.

Step-by-step instructions

  1. Ask Give B2B customers 10% off Demo T-shirt, using the actual product name.

  2. Open the returned form and check product scope, percentage 10, business eligibility, currency/amount context, and status.

  3. For a bundle, ask Bundle Demo T-shirt and Demo Bottle for 15% off; review the dedicated parent variant, component quantities, and calculated per-unit prices.

  4. For an upsell, ask When someone buys Demo T-shirt, offer Demo Bottle at 10% off; verify trigger versus offer products and target surface.

  5. For a gift, use a real gift product and threshold; confirm Shopify Plus eligibility and final free-price behavior.

  6. Save each reviewed configuration in Rivio yourself and add any required editor block, then test it independently.

  7. For a link request, specify quantity 2 and a real eligible code such as SAVE10, and inspect the generated link.

Verify the result

Test case Expected result or verification
Product offer request The form selects the intended product and benefit; verify eligibility before saving.
15% bundle goal Review the actual calculated per-unit prices and weighted total, not a nonexistent assumed percentage field.
Checkout upsell or auto-add gift Requires Shopify Plus for the supplied implementation.
Code in purchase link It must already exist and remain eligible.

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.