• GETTING STARTED • SETUP GUIDE

Understanding the Rivio Checkout Customizer Dashboard

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

Use the dashboard to track setup progress and current activity. A configured-block counter measures saved setup, not proof that every buyer sees that block.

How this feature works

Rivio separates function-based rules, visual blocks, offers, account features, and branding. Choose the feature that solves your immediate goal. Configure it in Rivio, complete its activation or editor-placement requirement, then test a matching and a non-matching customer case before combining it with other features.

Before you begin

Open Apps > Rivio Checkout Customizer in the intended store. Prepare the cart, customer, products, address, or order needed by the example, and check the feature’s supported inputs before activating it.

Worked example: Read setup status without confusing it with customer visibility

Example setup: One saved banner configuration; optionally one active payment rule.

Step-by-step instructions

  1. Open the Rivio dashboard or Getting started page and record Blocks configured, Active rules, and the displayed plan context.

  2. Save a banner configuration in Rivio and return to the dashboard to review configured status.

  3. Place the banner on its supported page in Shopify’s editor and save that editor separately.

  4. Open the customer page and confirm the actual result; a setup counter alone does not prove visibility.

  5. For sales figures, open Analytics and select the intended range before comparing with the dashboard period.

Verify the result

Test case Expected result or verification
Configured banner without placement Saved configuration exists but the customer page can still show no banner.
Placed active banner with matching conditions The customer page displays the content.
Analytics Last 30 days versus dashboard This month Different date ranges can produce different totals.

If the result is different

Check What it means / what to do
Cannot find a feature Check the current Shopify plan and the feature’s supported page labels.
Saved setup has no customer result Complete the feature’s activation or supported editor-placement step.
Several features interact unexpectedly Test one at a time, then repeat the combined customer flow with the same cart/customer context.

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.