Loyalty & Rewards Program
      Back to home
      1. Patch Retention Help Center
      2. Retention Marketing Tools
      3. Loyalty & Rewards Program

      Setting Up Patch’s Loyalty Cash Widget: A Step-by-Step Guide

      Streamline your loyalty program with Patch's intuitive widget

      Patch’s Loyalty Cash Widget is a key feature of our robust Loyalty Program, crafted to drive customer engagement and foster brand loyalty. This innovative widget not only enables the collection and redemption of loyalty points but also captures zero-party data directly from customers. By providing incentives for customers to share their preferences and interests willingly, businesses can tailor their outreach and rewards more effectively. Here’s a guide on how to seamlessly integrate the Loyalty Cash Widget into your business operations and leverage it for enhanced customer relationships.

      Step 1: Design Your Widget

      Banner Settings

      Customize the banner with your logo and title to align with your brand identity.
      scrnli_5_17_2022_11-39-20_AM.pngunnamed__28_1.png

      Membership Settings: 

      Update the membership section title and details to reflect your loyalty program’s unique offerings.

      scrnli_5_17_2022_11-41-25_AM.png

      Widget Styling Settings

      Choose your theme color and website placement to ensure the widget complements your site’s design and user experience.scrnli_5_17_2022_11-43-00_AM.png

      Loyalty Earning Format

      Decide whether to display loyalty earnings as points or cash to your customers. Note: This feature is only available for eCommerce users.
      scrnli_10_31_2022_1-43-40_PM.png

      Ways to Earn Settings

      Add various earning methods to the widget, such as collecting customer data, engaging with your brand, driving social media traffic, or custom options.scrnli_5_17_2022_11-45-50_AM.png

      Terms & Conditions

      Update Terms: Clearly outline the terms and conditions of your loyalty program within the widget to maintain transparency with your customers.scrnli_5_17_2022_11-48-05_AM.png

      Step 2: Installation and Management

      Manual Installation

      Copy the Patch Pixel script tag and paste it into your website’s HTML file to install the widget. Note: If you are a Shopify or Wordpress plugin user then the Pixel will automatically be installed.scrnli_5_17_2022_11-59-12_AM.png

      Enable/Disable

      Easily activate or remove the widget from your storefront with the enabled switch button. Note: Changes to configuration settings can take up to 1 hour to populate to your web storefront. 

      Customer Support

      If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.