1. Introduction

Transform your Customer Portal into an engaging, dynamic hub that showcases the true value of your brand. The Homepage Configuration tool lets you deliver a personalized welcome experience the moment members sign in — putting their reward balances, tier status, and earning progress front and center. Seamlessly match your portal's look and feel to your exact loyalty strategy, highlight exclusive benefits, and curate key components with an intuitive drag-and-drop builder.

To configure, go to Business Profile > Customer Portal > enable Homepage Configuration setting > Click Save at the bottom to save the configuration.

2. Landing Page & Default Redirect Behavior

Enabling Homepage Configuration alters how members navigate upon logging into the Customer Portal:

2.1 Automatic Default Page

When the Homepage Configuration setting is ON, members land on the Homepage immediately after logging in:

When the Homepage Configuration setting is OFF, members land on the page selected via the Make default redirect after login setting upon logging in (Rewards page, in this case):

2.2 Mutual Exclusivity with Page Redirects

The Homepage Configuration setting is mutually exclusive with any other feature's Make default redirect after login setting.

• Turning Homepage ON: Automatically turns off any previously active Make default redirect after login setting on other portal pages.

  

• Turning Another Redirect ON: If the Homepage is currently active and you enable Make default redirect after login on a different feature page, a modal pop-up prompts: "Turn off Homepage Configuration? Homepage is currently on and is where members land after login. Making this the default startup page will turn Homepage off. Continue?"

  ⚠️ Important note: Clicking OK turns off Homepage Configuration entirely.

  

3. Loyalty Scheme Selection

Merchants can select one of three loyalty schemes under Choose your loyalty scheme to align the homepage experience with their active campaigns:

1. Points → Rewards: Members accumulate points with each purchase to exchange for set rewards.
2. Points → Tiers: Members accumulate points to unlock progressive tier levels offering enhanced benefits.
3. Visits → Rewards: Members receive a stamp/visit credit for every visit, redeemable after reaching a specified target count.

3.1 Impact on Component Availability

The selected scheme determines which widgets appear in the Component Visibility & Order section:

• Points → Rewards and Visits → Rewards include 5 standard widgets: Greeting, Progress Indicator, Available Rewards, Additional Information, and Recent Activity.

  (See Section 4: Component Visibility, Re-ordering & Widget Settings for detailed information).

  

• Points → Tiers includes an additional 6th widget: Tier Benefits.

  (See Section 4.6: Tier Benefits for detailed information).

  

4. Component Visibility, Re-ordering & Widget Settings

Each component can be set ON or OFF using its inline toggle and re-ordered vertically using the drag handle on the left. Expand any component using the pencil edit icon to customize its specific configuration settings:

4.1 Greeting

• Heading Text: Customize the greeting text shown at the top of the homepage (e.g., Hello, Member name).
• Dynamic Tags: Insert dynamic variables (such as member details, point balances, tiers, or rewards) by typing @ in the text field.

4.2 Progress Indicator

• Widget Design: Select between Circular Ring Design or Linear Bar Design.
• Target & Threshold Configuration:
  • Set the target threshold value (e.g., 100 Points Earned or Visit Count).
  • Select the target Reward associated with reaching the threshold via a searchable campaign dropdown filtered by campaign type and status.
• Progress Message: Customize the progress messaging (e.g., You're [Remaining points] points away from your next reward!) using dynamic @ tags.

4.3 Available Rewards

• Section Title: Define the header label for the rewards section (e.g., My Rewards).
• Catchphrase (Empty State): Specify custom text displayed when a member has zero available rewards (e.g., You're just [Remaining points] points away from your next reward.) using dynamic @ tags.
• Display Rewards Counter: Checkbox option to show or hide the total numerical count of available rewards next to the section title.

4.4 Additional Information (How It Works)

• Section Title: Customize the widget title (default: Additional information).
• Item List & Icon Selector: Add custom description (up to 5 entries) explaining program rules:
  • Pick an icon for each step from a built-in icon picker (options include star, gift, heart, shopping cart, tag, trophy, checkmark, fire, battery, dollar, percentage, thumbs-up, diamond, shield, starburst, flag, bell, bookmark, rocket, globe, coffee, music, smiley, camera).
  • Enter benefit description text (e.g., Earn points with every purchase, Reach your goal and unlock a reward).
  • Remove items using the trash bin action.
  • You can add a new description by clicking on Add a New Description for Terms and Conditions.

4.5 Recent Activity

• Section Title: Customize the header label (default: Recent Activity).
• Items to Show: Select how many recent transactions to display on the homepage from a dropdown (1 to 5 items, default: 3).
• Empty State Message: Customize the text displayed when no activity history exists (e.g., No activity yet.).
• Show 'View All Activity' Link: Checkbox option to display or hide a direct link navigating members to their full transaction history page.

4.6 Tier Benefits (This option is only available if you select Points → Tiers loyalty scheme)

• Tier Names & Configuration: Three tiers (Bronze, Silver, and Gold) are provided by default.

• ⚠️ Important: This widget does not automatically sync with active campaigns in the Campaign Center. Merchants or CSMs (Customer Success Managers) must manually enter tier names, benefit descriptions, and select matching icons to ensure portal text matches active campaigns.

  Example: If a merchant creates a Gold Tier - Free Meal promotion in the Campaign Center, it will not automatically show up on the customer portal homepage. They must manually type the description and select the icon in this menu.

• Adding Tier Descriptions: Under each tier, you can add multiple benefit descriptions (e.g., 35 Points for Bronze, Free Coffee, etc.) by clicking Add benefit.
• Item List & Icon Selector: Customize each benefit entry using the built-in icon picker (options include star, gift, heart, shopping cart, tag, trophy, checkmark, fire, battery, dollar, percentage, thumbs-up, diamond, shield, starburst, flag, bell, bookmark, rocket, globe, coffee, music, smiley, camera).
• Remove items using the trash bin action.

5. Customer-Facing Homepage Preview

This section illustrates how the configured widgets render on the live Customer Portal based on your chosen loyalty scheme.

5.1 Homepage View: Points → Rewards & Visits → Rewards Schemes

When Points → Rewards or Visits → Rewards is selected, the homepage displays the standard 5-widget layout (Greeting, Progress Indicator, My Rewards, Additional Information, and Recent Activity).

5.2 Homepage View: Points → Tiers Scheme

When Points → Tiers is selected, the homepage includes the additional Next Tier Benefits widget directly above the rewards section.