Widgets

In the Widgets can be used to further personalize the customer portal. You can write custom messages to your customers, advertise products, add custom content, and more.

Configuration

First edit the Customer Portal page in the funnel. Then click "Widgets" in the side menu.

When creating a widget, there are a number of settings:

Enable: When on the widget can be seen on the live page

Subscription Status: Select a status, the widget will find the first subscription matching the status to show the widget and populate tokens if they are specific to a subscription. Turn off to show the widget at all times.

Tokens using subscription information will not be populated if a status is not chosen.

Placement: Determine if the widget should to at the top of the page, the bottom of the page, or in the side menu.

Type: Preconfigured size formats from Hero - Large to Secondary - Small

Content Type: Chose if the widget has is all text, a single image, or a combination of both

Desktop/Mobile Text: Edit the text and choose the alignment.

Click URL: When the widget is clicked open a new tab using the URL set to the widget