Introduction

The end-user dashboard is the main interface for customers with your loyalty program. This is where they can see their points balance and options to earn more points or redeem points. In this document, we will explain the options available for displaying this dashboard on your site and customizing the look and feel of the dashboard.

This video will help you understand the dashboard customization options.

The user dashboard is one of the components of Zinrelo's loyalty program. If you are looking for an overview of all components, please see this document - Getting Started with Program Configuration.

Navigating to End-user Dashboard Configuration

End-user Dashboard configuration settings are available under the ‘Design’ tab. Refer to the screenshot attached below:

Configuring End-user Dashboard

There are two parts to configuring the end-user dashboard

  1. Customizing the look and feel
  2. Customizing the text fields of the End-user Dashboard
  3. Deciding how the dashboard is rendered to customers

1. Customizing the look and feel

You cannot change the layout of the dashboard. Within the fixed layout, you can change the colors and the style elements. Note that the customization options available depend on your subscription plan.

Choose your color theme

You can customize the color theme to match your brand. To add custom colors, you have to add the HTML code for the colors in the fields provided.

Upload a Custom Stylesheet

You can also upload a custom CSS to modify the fonts, colors and other style elements of the dashboard.

2. Customizing the text fields of the End-user Dashboard

All the text fields in the End-user Dashboard can be edited. Under the Design tab, the second sub-tab is 'User Dashboard'. Here there are two views shown as that of Logged in users and Guest users.

Step 1: At the bottom of each of these views when you activate the 'Edit Dashboard Label', all the fields in the user dashboard become editable.

Step 2: These fields are there with a pencil shown next to them. While clicking on the pencil, you activate the edit mode for that field.

Step 3: After editing the text, you can save the changes by clicking on the tick mark which will now be present instead of the pencil.

Refer to the screenshots attached below for your better understanding:

In the dashboard of Guest users, you will find that even the text on the buttons here editable. Similarly, you can make the changes for all the fields for both the views as that of Logged in users and Guest users.

3. Deciding how the dashboard is rendered

The dashboard can be displayed to customers as a pop-up widget that is available on all pages of your site or it can be embedded on one or more pages of the site. You can have the dashboard embedded on certain pages and display it as a pop-up on others. 

Pop-up widget:

For details on how the pop-up widget can be customized, please check the widget customization document.

Embedded dashboard

With this option, you can embed the end-user dashboard on a particular page of your website. The dashboard is usually embedded in the 'My Account' section of the site. For more information on embedding the dashboard, please check this article.

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