In the left navigation menu, select Content.
On the widget card, select Edit widgets.
From the left slideout menu, select the name of the widget you want to edit.
See Participant Experiences for details about each available template.
Select Templates from the Settings menu.
Select Apply template next to the template you would like to start with.
You can add, edit, move, or remove components to modify the content your customer advocates see in the widget.
In the Add tab, select the category of component that you would like to add.
Select the appropriate component.
Select the blue Add to button where you want the component to appear on the canvas.
The properties you can edit will depend on what type of component you selected. For example, if you select the Hero Image component, you’ll be able to select a new image and change the background color. If you select a text-only element like a header, then you can modify the font, text color, and text content.
Select the component you want to edit.
Use the options in the Edit tab to change its properties.
If you want to insert a link into a text component, you can do so by editing the widget’s HTML.
Within the canvas, select the component you want to move.
Select [Move].
Some components can’t be moved. The [Move] option will only appear if there’s another valid location on the canvas for the component to move to.
Select the blue Move to button where you want the component to go.
Instead of a drag-and-drop approach, rather select the button and then select the destination.
Select the component you want to remove in the canvas.
Select [Remove].
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.
To return to the editing interface, select [Paintbrush] from the top menu bar.
Save your changes.
When you select Save, the changes will be added to your program draft.
View Widget and Microsite Components Explained for more on the component aspects of Microsites and Widgets.
Advanced components allow you to include conditional content that is based on user 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.
Learn more about how to Edit Your Widget or Microsite HTML for Advocate.
Learn more about how to Install Custom NPM Packages for Advocate.