How to Set Up an Account Page Widget

William Harper Updated by William Harper

The Account Page Widget allows the Advocate to initiate the referral program from a customer account they log into on your site. There are several display options for this type of widget. It is a custom-sized widget and should fit the view of the customer account on your site.

Instructions

During testing, use a staging URL, test theme, or a hidden landing page to display this placement.
  1. Select 'Referral' in the left-side navigation

  1. Select the Campaign for where the Account Page Share Widget will live.
This step assumes a campaign already exists. Should you need to create your first campaign, head here.
  1. Navigate to the 'Widgets' tab in the Campaign.

  1. Select the 'Additional Widgets' tile > Click 'Add New Widget' under the tiles on the right-hand side.

  1. From the flyout, select a widget style created specifically for the Account Page.

  1. In order for the widget to display correctly on a page, Friendbuy needs the following to be configured:
    1. Set the Widget Recipient to 'Advocate'.

      #friendbuyaccountpage
    2. Under 'Display widget as an overlay?', select 'No, display the widget in an HTML element on the page', and add the HTML element(s) (a CSS id or class) where the widget will be inserted.

      #friendbuyaccountpage

  1. When complete, toggle the widget to 'Is Visible' and then click 'Publish Changes'.

Add Widget to the Customer Account Page

Using Shopify Liquid templates? Follow the instructions in this article.
  1. (Optional) Create a new page and navigation link within the customer account such as http://www.your-site.com/account/refer.

  1. Add the Friendbuy Container DIV <div id="friendbuyaccountpage"></div> in the body of the page based on the recommended placement.

How did we do?

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