How to configure a loyalty widget on your website
The widget is a useful tool in the dashboard for customers to view their account information, without needing to leave your website. This can also act as a home page for loyalty as an alternative to the contacts portal. Using our Mollie integration, it can also be used to sell gift cards online.
To create the widget, follow the steps below:
Proceed to the toolbar (9 dots) then ‘widget’ and then select ‘new widget’
You will then be taken to the design page of the widget. Use the ‘branding’ button in the top right corner to manage the visual outlook and design of your widget. Individual information fields and elements can be managed on the right hand side, with page navigation on the left.
Make sure you at least create an automated email with the category ‘login’ so your customers can retrieve a login code. If your register page is active, you also need a ‘registration’ email for new sign-ups.
Once created, the login email can be linked by selecting the ‘login’ page on the left hand side and then ‘select login email’ on the right.
To install the widget on your website, complete the following steps:
Go to the toolbar (9 dots) and then ‘widget’.
Select your widget and make sure you are on the ‘installation’ page.
Locate the ‘code snippet’ and input this code in the correct section of your platform set up. The instruction for installation of the code varies per platform, but there are instructions towards the bottom of the page for more website providers. Contact your website manager or developer for issues with installation.