Customer portal widget

The customer portal widget is a dedicated loyalty widget in the customer portal where subscribers manage and track their full loyalty experience. It appears on both the subscription listing page and the subscription details page through a Loyalty overview entry point that shows the customer's current balance. The text and contents of this widget are configurable, so you control what customers read throughout.

Opening the widget reveals a Rewards drawer with several sections, each covering a different part of the loyalty experience.

The Balance section shows the customer's current redeemable balance at the top. Below it, you can display the loyalty benefits a customer enjoys, such as "Get 10% off" or "Free lifetime shipping."

These benefit lines come from the loyalty benefits you set in Preferences, so the customer sees a quick summary of what their membership gives them. Whether the balance reads as currency or points is controlled by the display format setting in Preferences.

The Milestones section shows the customer where they stand against the goals in your milestone based programs. When a last completed milestone and two upcoming milestones are all configured, the customer sees their last completed milestone plus the next two. If fewer are configured, the customer sees whatever applies to them, such as two completed and one upcoming.

This gives the customer a clear view of the reward waiting at their next milestone. For example, seeing "3 more orders to earn $10.00" gives them a concrete reason to place their next order.

The My coupons section shows the customer all the coupons currently available on their account. This is where a customer checks what they have already unlocked and can use.

The Redeem balance section is where the customer converts their balance into a usable reward. The cap shown here, such as "Redeem upto 50 points," comes from the Maximum points to redeem setting in Preferences.

The Recent activity section is a complete credit and debit ledger of the customer's loyalty account. It shows every time points were earned, awarded, credited, or expired, so the customer has a full history of their balance.

The labels in this section, such as the card title, the empty state text, and the earned and credited action text, are all configurable from the customer portal widget settings.

Beyond the text, you can style the customer portal widget to match your brand. Under the Styles tab, you can set the drawer theme color, the milestone passed color, and the milestone pending color, with a live preview to check the result.

The preferences section controls the rules that sit behind both widgets. These settings apply across every touchpoint, so a change here affects what customers see and do in both the checkout widget and the customer portal widget. To configure them, navigate to Loop admin > Loyalty > Preferences.

The display format decides how customers see their rewards balance across all touchpoints. You can choose Currency, where the balance shows as a monetary value in your store currency, such as $20. Or you can choose Points, where the balance shows as points based on your conversion value.

The points actions settings define the core behavior of your points. Here you set the points name customers see, such as "My credit," and the points conversion value, which is the worth of one point in your store currency.

You also control points eligibility, which decides who can redeem points, with options to enable points for all customers, only customers with a certain tag, or no customers. Points expiry sets whether points never expire or expire after a duration, and points expiry notification controls when customers are reminded before their points expire.

The redemption rules set the limits on how customers redeem. You can set the minimum points to redeem and the maximum points to redeem in a single transaction, which is the cap that appears in the Redeem balance section of the customer portal widget.

You can also set the minimum order amount required before points can be redeemed, and the points redemption type, which defines whether customers can redeem on subscription orders, one-time orders, or both.

The discounts settings control the loyalty discount codes generated at checkout. You can set a discount code prefix, the discount code name customers see on the portal, and the discount expiry duration.

Discount code combinability decides whether a loyalty discount can stack with a product discount, an order discount, or a shipping discount, and this is only checked at checkout. Coupon expiry notification controls when customers are reminded before a coupon expires.

The loyalty benefits are the short benefit lines shown in the Balance section of the customer portal widget when a default tier is not configured. You can set up to four, such as "Get 10% off" and "Free lifetime shipping."
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The upsell setting controls how loyalty appears in your upsell flow. When you allow customers to pay with loyalty points, they see the final upsell price with loyalty points already applied, which makes the discount visible upfront.