Help Center

| Submit or View Help Requests | Developer Docs |

Progress

View desktop instructions
View mobile app instructions
Widget & Microsite Components Explained

Components are the individual building blocks, like hero images and task cards, that make up your Advocate program's widget or microsite. These elements shape the participant experience and can be customized to align with your brand.

This article provides a categorized list of available components within the widget and microsite editors. Most components support styling and customization, though some have design limitations.

Note: Some custom components are only available to specific Advocate editions. Contact us to upgrade your account and access this feature.

Statistics

Use Statistics components to let your participants know how they’re doing in your program. For a list of statistics these components can support, visit Widget and Microsite Statistics.

Component

Description

Points balance

Shows the participant’s Points balance. Used in Advocate programs that reward participants with points.

image48.png

Gift card earned

Shows a count of gift card rewards earned by the Advocate.

image71.png

Referrals

Displays how many referrals the participant has made. Includes started and converted referrals.

image25.png

Container with three stats

A template with space for three statistics. The statistics displayed can be changed. Statistics and be added and removed as desired.

image72.png
Common Components

These components are widely used to enhance both functionality and design consistency across your widget or microsite. They cover general-purpose visual and structural elements like hero images, layout formatting, and descriptive program steps.

Component

Description

Brand container

Set a font and primary brand color for the widget and/or all microsite pages and layouts.

image43.png

Note: All referral widgets created as part of an Advocate program come equipped with a brand container. To access and edit its properties, click Layers on the left-hand side of the Widget Editor screen, then select Brand Container.

Microsites created with auto setup come equipped with a brand container. To access and edit its properties, select the Base Layout, then open the Layers menu to find the brand container component.

Two-column hero image

A banner image and header text spanning two columns. The image, text, and background color can be updated.

image13.png

Overlay hero image

A banner image with overlaid text. The image, text, and background color can be updated.

image55.png

Image

A picture. The background color, alignment, height, and width can be changed.

image15.png

Link button

A clickable button that redirects participants to your selected link. Button color is controlled by the Brand Color set at the Brand Container level.

image32.png

Program explainer

A template explaining how an Advocate program works, like how to earn rewards. Includes two program explainer steps by default. More steps can be added. The color is controlled by the Brand Color set at the Brand Container level.

image4.png

Program explainer step

Add descriptive text to explain part of your program. Fits within a program explainer component. The color is controlled by the Brand Color set at the Brand Container level.

image14.png

Program timeline

Display an overview of the referral journey and rewards for your participants. Add or remove timeline entries as needed. The color of the circle icon and lines between entries is controlled by the Brand Color set at the Brand Container level.

image51.png

Timeline entry

Fits within a program timeline component to show one step of the referral journey. The color of the circle icon and lines between entries is controlled by the Brand Color set at the Brand Container level.

image66.png

User name display

Dynamically pulls in the participant’s full name. Defaults to “Anonymous User” if the participant has not entered a name.

image24.png
Rewards

Note: Reward components can only be used for verified access widgets and microsites.

Component

Description

Task card feed

Task cards let your users perform actions or see progress toward Advocate program goals directly with the widget or microsite. This component adds multiple task cards to your widget or microsite. The button color is controlled by the Brand Color set at the Brand Container level.

image23.png

Reward exchange

Allow participants to exchange earned rewards for another type of reward.

You must have Reward Exchange set up to use this feature.

image41.png

Reward table

Display a list of rewards the participant has earned. Can include manual rewards and/or rewards earned across multiple Advocate programs.

image58.png

Reward table customer note column

Add another note column to the reward table. Must be placed within the Reward table component.

image60.png

Reward table date column

Add another date column to the reward table. Must be placed within the Reward table component.

image1.png

Reward table reward column

Add another reward column to the reward table. Must be placed within the Reward table component.

image74.png

Reward table source column

Add another source column to the reward table. Must be placed within the Reward table component.

image28.png

Reward table status column

Add another status column to the reward table. Must be placed within the Reward table component.

image5.png

One time task card

A task card with a call-to-action button. The task card is linked to one program goal.  The button color is controlled by the Brand Color set at the Brand Container level.

Best used when the program goal can only be completed once, like upgrading an account.

image26.png

Repeatable task card

A task card with a call-to-action button. The task card is linked to one program goal.  The button color is controlled by the Brand Color set at the Brand Container level.

Best used when the program goal can be completed multiple times, like when a referred friend converts.

image52.png

Event sending task card

A task card with a call-to-action button. When the participant clicks the button to complete the action, we receive event data. Edit the component’s properties to choose which event key is used. The button color is controlled by the Brand Color set at the Brand Container level.

image69.png
Microsite Components

Microsite components are primarily used for your microsite’s registration form and navigation sidebar. These components cannot be added to program widgets.

Component

Description

Form checkbox field

Add a checkbox to the registration form. You can map whether the box was checked to a custom field on the Advocate participant. Read View Your Microsite Registration Form Submissions for more information.

image57.png

Form dropbox field

Add a dropdown list with customizable list items to the registration form. You can map the user's selected list item to a custom field on the Advocate participant. Contact Support for assistance with this.

image62.png

Form input field

Add a free-form text input field to the registration form. You can map the user's inputted text to a custom field on the Advocate participant. Contact Support for assistance with this.

image2.png

Form name fields

Add fillable First Name and Last Name fields to the registration form.

image34.png

Sidebar item

Add a new page or link to your microsite’s sidebar navigation. Can only be placed with the microsite’s Logged In Layout.

image16.png

Form password field

Add a fillable password field to the registration form.

image29.png
Instant Access

Instant Access components make it quick and easy for referred friends to sign up or redeem rewards without going through the standard registration process. They are ideal for programs using instant access referral widgets or friend registration flows.

Component

Description

Coupon code

Display a redeemable code for a Fuel Tank reward.

The rewards fuel tank must have available coupon codes for this component to work as intended.

image19.png

Instant access registration

Allow new Advocates to enter their email address to register and make referrals. After entering their email address, users will be taken to a second screen where they can access their referral sharelinks. Used for the instant access Website Referral Widget.

image17.png

Sign out current user

Allow the viewer to exit the personalized instant access display.

image31.png

Instant access friend registration

Allow referred friends to enter their email address to register. After entering their email address, users will be taken to a second screen where they can access their Coupon Code reward. Used for the instant access Friend Widget.

image17.png
Layout

Layout components allow you to organize and group together other components. Use them to create sections, rows, columns, or tabs.

Component

Description

Two-column hero layout

Add a hero layout featuring two columns of content.

image40.png

Row layout container

Add a new row container for content. Other components can be placed within the row.

image70.png

Column layout container

Add a new column container for content. Other components can be placed within the column.

image70.png

Tab

Add a new tab to a generic tab group.

image11.png

Generic tab group

Add a group of tabs. Each tab can contain distinct components and content. Has three tabs by default, but tabs can be removed or added as needed.

image36.png

Titled section

Add a new section that contains a heading and paragraph text. Other components can be added to the Titled section under the heading.

image49.png
Leaderboard
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!

The Leaderboard component allows you to rank your program participants, offer rewards to top performers, and incentivize participants to drive greater results in your program. Add leaderboards to your verified access widget or microsite, and configure the scoring system, ranking system, and participant filtering options. See the articles below for more information:

Component

Description

Referral started leaderboard

This type of leaderboard ranks participants by the number of referrals they've initiated. Your customer advocates' scores will correspond with the number of initiated referrals.

image39.png

Referral converted leaderboard

This type of leaderboard ranks participants by the number of referrals they've converted. Referrals are regarded as converted once the referred friend achieves a program goal, such as making a purchase of a value you've defined. Your customer advocates' scores will correspond with the number of converted referrals.

image39.png

Points earned leaderboard

This type of leaderboard ranks participants by the total number of Points they've earned in Advocate programs that reward Points. All reward unit Points count as long as they aren't pending or canceled. This leaderboard type is only valid for the Point reward type.

image12.png

Anonymous leaderboard

A completely anonymized version of the leaderboard which does not display any personally identifying information about other program participants. Can display any leaderboard type.

image7.png
Tax and Cash
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!

Tax and cash components let you incorporate tax form collection and cash payout options in your verified access widget or microsite.

This component group is only available if the cash payouts feature has been turned on for your account.

Component

Description

Payout status alert

Alert the participant of actions they need to take before they can receive a cash payout. The component includes a call-to-action button that takes the participant to review their payout settings.

Optionally, customize any of the text descriptions the participant will see when they view the component.

image73.png

Tax and cash multistep form

Insert a form that collects participants' banking information and any applicable tax forms, like a W-8 or W-9.

Optionally, customize any of the text descriptions the participant will see when they view the form.

image56.png
Referrals

Referral components display information about the participant’s referred friends and their conversion status. They make it easy for participants to track who they’ve referred, when conversions happened, and any rewards earned from those referrals.

Component

Description

Referral card

Pre-formatted component block that includes program timeline, share link, and Facebook, LinkedIn, and Twitter / X share button components. Can add or remove other components as needed.

image42.png

Referral table

Display a table showing the participant’s referred friends, conversion date, and conversion status.

image3.png

Referral table date column

Add another date column to the referral table. Must be placed within the Referral table component.

image59.png

Referral table rewards column

Add another rewards column to the referral table. Must be placed within the Referral table component.

image47.png

Referral table status column

Add another status column to the referral table. Must be placed within the Referral table component.

image21.png

Referral table user column

Add another customer (referred friend) column to the referral table. Must be placed within the Referral table component.

image8.png
Sharing

Sharing components give participants convenient ways to promote their referral links and codes across multiple channels. When a participant clicks a sharing button, it opens the chosen channel, such as Facebook, LinkedIn, WhatsApp, or email, with a pre-filled message or link, ready to send.

Some components, like Referral Code, display the participant’s individual referral or promo code along with a copy-to-clipboard option for quick sharing. Others, like Promo Codes, present multiple available codes (if allocated) in a slider view, and include sharing buttons so participants can instantly post or send the selected code. These tools make it simple for participants to spread the word and drive new referrals.

Component

Description

Referral Code

Display a referral code field with a copy to clipboard option. Used as part of the Promo Codes functionality.

image61.png

Promo Codes

Pre-formatted component block that includes referral promo code field with slider to toggle between various codes if more than one has been allocated. It also includes a share link, and Facebook, LinkedIn, and Twitter / X share button components.

image37.png

Facebook share button

Display a Share on Facebook button with customizable text. When clicked, the button will redirect to a new post on the user's Facebook profile with the brand's Social Messaging pre-loaded.

image75.png

Twitter / X share button

Display a Share via Twitter / X button with customizable text. When clicked, the button will redirect to a new post on the user's X account with the brand's Social Messaging pre-loaded.

image9.png

Email share button

Display a Share via Email button with customizable text. When clicked, the button will open the user's default email application and start a new email with the brand's Social Messaging pre-loaded.

image67.png

Web share sheet share button

Display a button to share within the participant’s web browser. When clicked, the button will open a menu listing all available apps the user can open to share their link. When an app is selected, a new post or message will be created with the brand's Social Messaging pre-loaded.

image20.png

LinkedIn share button

Display a Share on LinkedIn button with customizable text. When clicked, the button will redirect to a new post on the user's LinkedIn profile with the brand's Social Messaging pre-loaded.

image54.png

SMS share button

Display a Text a friend button with customizable text. When clicked, the button will redirect to the user's default SMS/text messaging app, and a new SMS/text message will be created with the brand's Social Messaging pre-loaded.

image38.png

Facebook Messenger share button

Display a Share via Messenger button with customizable text. When clicked, the button will redirect to a new message on the user's Facebook Messenger app with the brand's Social Messaging pre-loaded.

image33.png

WhatsApp share button

Display a Share via WhatsApp button with customizable text. When clicked, the button will redirect to a new message on the user's Whatsapp account with the brand's Social Messaging pre-loaded.

image63.png

Line Messenger share button

Display a Share via Line Messenger button with customizable text. When clicked, the button will redirect to a new message on the user's Line Messenger app with the brand's Social Messaging pre-loaded.

image30.png

Pinterest share button

Display a Share on Pinterest button with customizable text. When clicked, the button will redirect to a new post on the user's Pinterest profile with the brand's Social Messaging pre-loaded.

image6.png

Share code

Display the participant’s share code for this program.

image10.png

Share link

Display the participant’s share link for this program.

image65.png

QR Code

Display the participant’s share link in the form of a QR code for this program.

image64.png
Widget Verification

Widget Verification components are used to enable Cash Payouts on a Verified Access Widget. These components are not compatible with the instant access Website Referral and Friend Widgets.

Component

Description

Widget Verification Flow

Lets users verify their account details before setting up their banking information to receive cash payments. Users can enter their email address to receive a verification code. Only for use in the Verified Access Widget for brands using Cash Payouts.

image27.png

Widget Verification Controller

Lets users verify their account details before setting up their banking information to receive cash payments. Users can enter their email address to receive a verification code. Automatically displays the Tax and cash multistep component when verification is complete. Only for use in the Verified Access Widget for brands using Cash Payouts.

image27.png
Advanced

Advanced components give you more control over what participants see and when they see it. They allow conditional display of content, program overrides, and other specialized configurations that help tailor the experience for specific audiences.

Component

Description

Conditional section on segment

Display content in this section only when the participant belongs to a certain user segment.

To set the user segment, open the component’s properties and edit the JSONata expression in the Condition field.

Users within the set segment will see all content displayed in the conditional section, while users not in the segment will not see the content.

image22.png

Conditional section on custom field

Display content in this section only when a custom field on the participant’s profile contains a certain value.

To set the custom field name and value, open the component’s properties and edit the JSONata expression in the Condition field.

Users with the correct custom field value will see all content displayed in the conditional section, while users without the correct custom field value will not see the content.

image22.png

Program section

The program section component allows you to override the program ID of its child components. Use it when you want to display content that isn’t linked to a specific program. Included by default in most widget and microsite templates.

image22.png
Typography

Typography components let you add formatted text blocks to your widget or microsite. Select from:

  • Paragraph

  • Heading 1

  • Heading 2

  • Heading 3

  • Heading 4

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.