Customer portal widget

The Balance section shows the customer's current redeemable balance at the top. Below it, you can display the loyalty benefits a customer will enjoy by being a part of this loyalty program, such as "Get 10% off" or "Free lifetime shipping."

Whether the user's balance shows as currency or points is controlled by the display format setting you configure in the Preferences section of the loyalty feature.

Similarly, the benefits come from the loyalty benefits added by you in the Preferences section, so the customer sees a quick summary of what their membership gives them right at top.

All other texts of the balance section can be configured from the balance card section via the Customer portal widget → Texts → Balance card.

The Milestones section shows the customers where they stand in their milestone program journey. The customer sees their last completed milestone plus the next two milestones with details like the qualifying order or amount spent along with the reward they receive on those orders. If fewer than the required milestones 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.

If there are multiple milestones for which a user qualifies, he will be able to see those multiple multiple milestones.

All the texts of the milestone section can be configured via the Customer portal widget → Texts → Milestone section.

The My coupons section shows the customer all the coupons currently available on their account. All the coupons that the user has redeemed and not used will be available here for the user.

Key details like coupon expiry will be displayed on the coupon itself (only for coupons expiring under 30 days) and the coupons will be arranged in order of the closest expiring date appearing at the top.

You can update the texts of coupons section from the Customer portal widget → Texts → Coupons.

The Redeem balance section is where the customer converts their balance into a usable reward. Points redeemed here will be directly applied to the subscription. Users will be able to redeem within the min and max balance set by you in the Preferences.

All the section of the redeem balance is configurable by the merchant via the Customer portal widget → Texts → Redeem balance. Additionally, functionalities like minimum and maximum redeemable balance.

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.

Admin experience

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.

The colors of the customer portal can be configured via the styles section where you can choose the colors you want for the overall theme of the drawer and milestone states like milestone passed or pending colors. You can also view a preview of the changes in the dynamic preview section.