Customize Program Widgets

Access the widget editor

1. From the left navigation menu, select [Engage] → Content.

2. On the Widgets card, select Edit widgets.

3. From the left slideout menu, select the name of the widget you want to edit.

   

Customize your widgets

1

Step 1: Choose a template

1. From the left slideout menu, below Current Widget, select Templates.

2. Select Apply template next to the template you want to start with.

   

Note: If you want to preview how the template looks without committing to the change, select [Preview] before you save. Only select the Save button once you are ready to commit to the changes made.

2

Step 2: Adjust widget content

You can add, edit, move, or remove components to modify the content your customer advocates see in the widget.

Note: For an explanation of the different elements of the widget editor, refer to Widget Editor Overview.

Add

1. On the right side of the page, in the Component menu's Add tab, select a component group.

   • Learn more about the available components and how they're grouped together.

2. Select the appropriate component.

3. Select the blue Add to button where you want the component to appear on the canvas.

   

Edit

Move

Remove

3

Step 3: Customize widget appearance and theme

Add images or logos

1. On the right, from the Component menu's Add tab, select the Common Components category.

2. Select either:

   • Overlay Hero Image (an image with overlaid, editable text)

   • Image (a plain image with no text on top)

3. Add the image to the canvas.

4. From the Component Menu's Edit tab, select the Choose File button below the Image heading.

   

Replace images or logos

1. Within the canvas, select the photo you want to change.

2. In the Edit menu, select [Remove] and then select Choose File to reupload a new image.

   
3. Upload the image using one of these methods:

   • Drag and drop the image

   • Browse for a file on your computer

   • In the Web Address tab, paste the public URL of the file

4. Select Done.

Adjust which share buttons are shown

You can edit existing share buttons using the Edit menu.

1. Select the share button you want to edit on the canvas.

2. In the Edit tab, select the name of the site or service under the Share medium heading.

   

Add a new share button by using the Add menu.

1. From the Add tab, select Sharing.

   
2. Select the appropriate card.

3. Select the blue Add to button to place the component on the canvas.

4

Step 4: Preview and save

1. Preview how the widget will appear to your participants by selecting [Preview] from the top menu bar.

   • You can switch between a preview of the experience for [Desktop], [Tablet], or [Mobile] users by selecting the respective device icon.

2. To return to the editing interface, select [Edit] from the top menu bar.

   
3. Save your changes.

   Warning: The widget editor does not autosave your changes. Click Save frequently to make sure you don’t lose your work.

When you select Save, the changes will be added to your program draft.

Advanced customization options

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.

Advanced components allow you to include conditional content that is based on the participant's email, segment, or custom field. For example, if you want to display a leaderboard only for participants who are gold-level subscribers, the conditional section on segment component will let you do so.

You can add advanced components from the Add tab. Setting them up takes a little extra work as you’ll need to enter a JSONata expression in the Condition box that defines the logic for when the condition is met. Reach out to our support team if you need help.

Learn more

• Edit Your Widget or Microsite HTML for Advocate

• Install Custom NPM Packages for Advocate