How to Setup a Loyalty Opt-in CTA

Yuwei Li Updated by Yuwei Li

Overview

This feature enables you to allow your customers to manually opt-in to your loyalty program. A best practice is to implement the loyalty opt-in CTAs on the Customers' account page and the Loyalty program reward overvew page.

Prerequisites

Have an active Loyalty Program with Friendbuy and have configured Manual Opt-In as part of your Loyalty Program settings. To activate manual opt-in, work with your Friendbuy Customer Success Manager to configure the required settings. If you need additional assistance, please contact support@friendbuy.com for guidance and support.

Getting Started

  1. Customers will opt-in manually via an Opt-in CTA widget. In order to create this widget, you will need to create a template first.
A single template can be assigned to multiple Opt-in CTA widgets.

To create a template, navigate to Loyalty > Templates and click on the + Create Widget Template button. From the available options, select Opt-in CTA as the template type.

  1. Once a template is created, you may style and design the look and feel of your CTAs by clicking on Edit Template, which opens the widget editor tool. 
  1. Once you are in the widget editor tool, you will see three tabs: Logged Out, Logged In, and Opted In. The definitions are as follows:
    1. Logged Out: This refers to what the end users see when they are fully logged out of their account. In this section, you can configure various formatting options, including the sign-up/log-in page URL redirect.
    2. Logged In: This refers to what the end users see when they are logged into their accounts, but not opted into the Loyalty program. Upon clicking on this CTA, the user will be opted-in to the loyalty program.
    3. Opted In: This refers to what the end users see when they are logged into their accounts and have opted into the Loyalty program. There is no CTA for this state; this is a static image. However, if you would like to, you may link your reward program page or another webpage. 
    Note: The text background is white by default. Remember to change the background color to match that of your website.
  1. Click the Save Changes button at the top to save and then publish any changes you make.  Any widget that is assigned to this template will get the saved changes that are made on the template. You will be shown a warning with a list of widget to be impacted: 
  1. Once you have created a template, you can now assign it to an opt-in CTA widget. Go to Loyalty > Widgets and click on the Create Widget button. From the options provided, select Loyalty Opt-in CTA.
  1. Select the template that you want to assign.
  2. After you have assigned a widget template to your Opt-in CTA widget, you can complete the configuration process.
    1. On the left-hand side of this configuration section, you will have the ability to embed this widget into your website. 
    2. On the right-hand side of this configuration section, you will see what the CTA will look like on your site for the end users through the previews, which are up-to-date with the latest template designs. 
    3. You can update the design of the template by clicking on the View/Edit Template button, which opens the template editor tool. You can also reassign another template to this widget by clicking on the Replace Template button. 
After a template is assigned to a widget, any design changes made to the template will apply to any widget(s) associated with it.
  1. If you wish to create additional Opt-in CTA widgets, simply follow the above steps again. You can either assign an existing template or build a new one to align with the style of another page. 

FAQs

  1. How do I remove the Opt-in CTAs that I have configured on my site? You can do so by navigating to Loyalty > Widgets and click on the widget that you’d like to remove. In the configuration section, turn the "Visible on Site” toggle “off.” 
  1. How can I delete a widget? To delete a widget, you can click on the trashcan icon located at the bottom of the widget configuration page.
Note that the widget must not be currently visible on any sites. If the widget is still active on any sites, the Trashcan icon will be disabled and you will not be able to delete.
  1. How can I delete a template? There is currently no permanent delete concept for templates. However, you may archive a template. To archive a template, navigate to Loyalty > Templates and click on the template. You can click on the kabob menu on the right-hand side of the template card and choose Archive.
In order to archive a template, it must not be assigned to any widgets. If a template is currently assigned to a widget, the Archive function will remain disabled until you delete that widget or replace the template on that widget.

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