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Customize Program Widgets

Access the widget editor

  1. In the left navigation menu, select Content.

  2. On the widget card, select Edit widgets.

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


Customize your widgets

Step 1: Choose a template

See Participant Experiences for details about each available template.

  1. Select Templates from the Settings menu.

  2. Select Apply template next to the template you would like to start with.


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

Step 2: Adjust widget content

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

  1. In the Add tab, select the category of component that you would like to add.

  2. Select the appropriate component.

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

Step 3: Customize widget appearance and theme
Add images or logos
  1. From the 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. From the Edit menu, select the Upload button underneath the Image heading.

Replace images or logos

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

  2. In the Edit menu, select Upload.

  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.

Step 4: Preview and save
  1. Preview how the widget will appear to your participants by selecting eye-solid.svg [Preview] from the top menu bar.

    • You can switch between a preview of the experience for icons8-desktop-16.png [Desktop], icons8-ipad-16.png [Tablet], or icons8-ipad-16__1_.png [Mobile] users by selecting the respective device icon.

  2. To return to the editing interface, select brush-solid.svg [Paintbrush] 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.

View Widget and Microsite Components Explained for more on the component aspects of Microsites and Widgets.

Advanced customization options

This feature is only accessible to specific 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 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.

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