> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/setting-up-the-customer-portal/widgets.md).

# Widgets

Thought for 4s

## Customer Portal Widgets Settings

The **Widgets** section lets you add custom content blocks to the Customer Portal. Widgets can be used to display promotions, announcements, loyalty messages, instructions, or personalized content for customers.

### Open the Widgets Settings

From the Customer Portal Builder, select **Widgets** from the left-side menu.

The Widgets section includes tabs for:

| Tab        | What it controls                                                     |
| ---------- | -------------------------------------------------------------------- |
| **Top**    | Widgets displayed near the top of the portal.                        |
| **Bottom** | Widgets displayed near the bottom of the portal.                     |
| **Menu**   | Widgets displayed in or near the portal menu area.                   |
| **Tokens** | Available personalization tokens that can be used in widget content. |

***

## Add or Edit a Widget

Use **Add Widget** to create a new widget.

Each widget can be opened, edited, saved, cancelled, or reordered. Widgets can also be dragged into a different order using the drag handle on the left side of the widget card.

***

## Widget Status

Each widget has an on/off toggle.

| Setting | What it does                                             |
| ------- | -------------------------------------------------------- |
| **On**  | The widget is enabled and can appear in the portal.      |
| **Off** | The widget is disabled and will not appear to customers. |

The widget card also shows a status label, such as **Disabled**, so you can quickly see whether the widget is active.

***

## Subscription Status Display

Turn on **Subscription Status** to show the widget only when a customer’s subscription status matches the configured condition.

This is useful when you want to display different messages to different customer groups.

Examples:

```
Show a reactivation offer to customers with cancelled subscriptions.
Show a loyalty message to customers with active subscriptions.
Show payment instructions to customers with failed subscriptions.
```

***

## Placement

Use **Placement** to choose where the widget appears in the portal.

| Option     | What it does                                       |
| ---------- | -------------------------------------------------- |
| **Top**    | Displays the widget near the top of the portal.    |
| **Bottom** | Displays the widget near the bottom of the portal. |
| **Menu**   | Displays the widget in the menu area.              |

***

## Widget Type

Use **Type** to choose the widget size and layout style.

Available widget types include:

| Widget Type               |
| ------------------------- |
| Hero Widget - Large       |
| Hero Widget - Medium      |
| Hero Widget - Small       |
| Secondary Widget - Large  |
| Secondary Widget - Medium |
| Secondary Widget - Small  |

Use a **Hero Widget** for primary messages or promotions. Use a **Secondary Widget** for supporting content or smaller announcements.

***

## Widget Colors

Each widget includes color controls.

| Setting              | What it controls                    |
| -------------------- | ----------------------------------- |
| **Background Color** | The background color of the widget. |
| **Border Color**     | The border color around the widget. |

Colors display as hex values, such as:

```
#FFFFFF
#FFFFFF00
```

A value ending in `00` usually indicates transparency.

***

## Content Type

Use **Content Type** to choose what kind of content the widget displays.

| Option    | What it does                                      |
| --------- | ------------------------------------------------- |
| **Text**  | Displays text-only content.                       |
| **Image** | Displays image-based content.                     |
| **Mixed** | Displays a combination of text and image content. |

***

## Desktop Text

Use **Desktop Text** to customize the message shown to customers on desktop devices.

Select the edit icon to open the text editor.

Example desktop widget message:

```
Thank you for your loyalty {{firstName}},
Exclusive deals just for you!
Shop now and save up to 40% on your favorite products.
```

You can use personalization tokens, such as:

```
{{firstName}}
```

This allows the widget to display customer-specific content.

***

## Desktop Text Alignment

Use the alignment options below **Desktop Text** to control where the message appears vertically inside the widget.

| Option     | What it does                                   |
| ---------- | ---------------------------------------------- |
| **Top**    | Aligns the text near the top of the widget.    |
| **Center** | Centers the text vertically.                   |
| **Bottom** | Aligns the text near the bottom of the widget. |

***

## Mobile Text

Use **Mobile Text** to customize the message shown to customers on mobile devices.

This allows you to write shorter or more mobile-friendly content without changing the desktop message.

Example mobile widget message:

```
Thank you for your loyalty {{firstName}},
Flash sale ends tonight!
Save 30% sitewide — shop before it's gone.
```

***

## Mobile Text Alignment

Use the alignment options below **Mobile Text** to control where the mobile message appears inside the widget.

| Option     | What it does                                   |
| ---------- | ---------------------------------------------- |
| **Top**    | Aligns the text near the top of the widget.    |
| **Center** | Centers the text vertically.                   |
| **Bottom** | Aligns the text near the bottom of the widget. |

***

## Click URL

Use **Click URL** to make the widget clickable.

When a URL is entered, customers who click the widget will be taken to that page in a new browser tab.

This field is optional.

Example uses:

```
Link to a sale page.Link to a support article.
Link to a subscription upgrade page.
Link to a product collection.
```

***

## Preview

The widget preview shows how the widget will look on both desktop and mobile.

Use the preview to confirm that:

| Review Item     | What to check                                  |
| --------------- | ---------------------------------------------- |
| Desktop content | The desktop message looks correct.             |
| Mobile content  | The mobile message is easy to read.            |
| Colors          | Background and border colors match your brand. |
| Alignment       | Text appears in the correct position.          |
| Personalization | Tokens are placed correctly.                   |
