Your Advocate program offers a pick-and-plop editor that allows you to customize the look and contents of the widgets presented to your customer advocates.
The self-serve widget editor has four main areas:
The menu bar at the top of the page is where you can undo actions, view the HTML code, and preview the finished widget. Use the desktop, tablet, or mobile icons to see how your widget will appear on devices with different screen sizes.
The canvas shows all of the components that make up your widget. You can select individual components to edit them, or add new ones and see at a glance how they’ll show up for your participants.
The left slideout settings menu is a collapsible panel to the left of the canvas. Here, you can select Layers to see a detailed view of all of the components in your widget, or select Templates to use one of our pre-made widgets. The Settings button takes you to the package installation sub-menu.
The component menu is a panel to the right of the canvas. Use the Add tab to insert new components into the canvas, and use the Edit tab to make adjustments to what’s already there.
The widget has two layers of validation to check for errors in component placement and component properties. Common reasons for receiving an error message include:
When you have unresolved errors, a warning message displays at the top right of the canvas that notifies you of how many errors were found.
Learn more about Customizing Program Widgets.
Select Details on the warning message for a brief explanation of what went wrong.
Go to the component with the error by either:
Selecting Open Layers
Selecting the error explanation message
Find the component with the error. It will be marked with a red exclamation mark icon.
Select the component to open the properties in the Edit bar.
Make the required changes.