Overview
Portal Display options give you the ability to customize various elements of what your participants can see in their Portal account.
In this article, you will learn about each of the Portal Display options, how to customize, and best practices tips.
Global vs. Campaign Display Options
Depending on the details of your program, you can apply the Portal Display options globally for all participants, and/or you can alter them between referral campaigns.
If Portal Display options are applied in a campaign, they will override the Global settings for members of that campaign.
How to access Portal Display options to customize
Global settings = From the main navigation, click on Portal > Portal Display.
Campaign settings = From the main navigation, click on Referrals > Campaigns > select your campaign > Portal > click Edit next to Display options.
Tip: It can be helpful to create a contact and login to the Portal in a separate browser tab to preview the changes while you're making your customization selections.
Portal Display Options
Below is a list of each customization option in the Portal Display section that you can customize to fit your program needs, and each link to more details and best practices. Let our team know if you have questions or need our advice!
Summary List:
Customize Profile Section
Customize Dashboard Tab
The Dashboard tab contains several important elements for your participants, including:
Metric boxes for points and rewards at the top of the Dashboard & Stats pages
Tasks (Loyalty only)
Badges (Loyalty only)
1. Select/unselect the points/referral metric boxes that apply
Below are the first set of selections that you should update to align with the details of your program. These are the boxes that appear at the top the Dashboard and Stats pages containing metrics for points and referrals.
You should review and unselect the ones that do not apply to your program, as all of them are enabled by default.
Point Related Metric Boxes
These metrics include points from Loyalty activity and/or if you are paying out Referral commission points as Portal Rewards.
Tip: Disable these if you are not issuing Loyalty points or paying out referrals with points that can be redeemed in the Portal.
Points earned = Lifetime number of points earned, including available, redeemed, and expired.
Points available = Number of points earned that are available for redemption.
Points redeemed = Number of points earned that have been redeemed.
Points expired = Number of points earned that have expired before redemption.
Note: Unselect if you are not setting an expiration period that a participant must redeem their points by.
Here is what these customization options look like for you in the Admin platform.
Here is what these metrics look like to the participant in their Portal.
Referral Related Metric Boxes
These metrics include monetary and non-monetary referral commissions across all payout methods.
Tip: If you are enabling Points earned or Referral Cash earned for Referrals, you can disable Referral Rewards paid, as those will include this metric.
If you are paying out referrals with the other reward methods other than Portal Rewards - such as gift cards, paypal, vouchers, or manual - we recommend that you enable all these metrics.
Referral Rewards earned = Total rewards earned from referrals, including pending, approved/unpaid, and paid.
Referral Rewards pending = Rewards earned from referrals that are pending review by the company.
In the Admin, these are in your Commissions/Pending table.
Referral Rewards unpaid = Rewards earned from referrals that have been approved by the company, but not yet paid.
In the Admin, these are in your Commissions/Unpaid table.
Referral Rewards paid = Lifetime rewards earned from referrals that has been paid.
Here is what these customization options look like for you in the Admin platform.
Here is what these metrics look like to the participant in their Portal.
Referral Cash Related Metric Boxes
Enable these if you are paying out referral commissions as Portal Rewards (cash) that can be redeemed in the Portal Reward Catalog.
Tip: Disable these if you are not paying out referrals as Portal Rewards cash.
Referral Cash Available = Value of cash earned from referrals that is available to redeem.
Referral Cash Redeemed = Value of cash earned from referrals that has been redeemed.
Referral Cash Expired = Value of cash earned from referrals that has expired before redemption.
Note: Unselect if you are not setting an expiration period that a participant must redeem their referral cash by.
Here is what these customization options look like for you in the Admin platform.
Here is what these metrics look like to the participant in their Portal.
2. Select/unselect Show Referral Module
By default, the Referral module is enabled for participants to access/copy their share link or use the integrated social sites, email, other mobile apps to share from on their device.
If you would like to hide the Referral module, unselect the Show Referral Module checkbox in the Customize Dashboard Tab section.
Here is what this option looks like for you in the Admin platform.
Here is an example of what it looks like to the participant in their Portal.
3. Select/unselect Show Activity Overview section
In this section, the participant can see a summary of their activity.
If you would like to hide this Activity Overview section, unselect the checkbox.
Here is what this option looks like for you in the Admin platform.
Here is an example of what it looks like to the participant in their Portal.
4. Select/unselect Show Tasks section & add Task Description text
Note: This is a Loyalty only feature. If you do not have Loyalty enabled, the Tasks section will not appear in the Portal, even if selected.
If you have Loyalty enabled but want to hide related features for a particular campaign, you can unselect Show Tasks in the Campaign's Portal > Display Options settings.
In this section, the participant will see a carousel of Loyalty Tasks that can be completed to earn points and badges, along with a check of those already completed.
If you have Loyalty Tasks, make sure this is selected and also add a description to the Tasks description section just below.
Here is what this option looks like for you in the Admin platform.
Here is an example of what it looks like to the participant in their Portal.
5. Select/unselect Show Badges section & add Badge Description text
In this section, the participant will see the Badges they've earned, along with others that are available.
Note: This is a Loyalty only feature. If you do not have Loyalty enabled, the Badges section will not appear in the Portal, even if selected.
If you have Loyalty enabled but want to hide related features for a particular campaign, you can unselect Show Badges in the Campaign's Portal > Display Options settings.
Here is what this option looks like for you in the Admin platform.
Here is an example of what it looks like to the participant in their Portal.
6. Select/unselect Show Tier Progress Bar section
In this section, the participant will see their current progress with tier specific badges.
Note: This is a Loyalty only feature. If you do not have Loyalty enabled, the Tier Progress Bar section will not appear in the Portal, even if selected.
If you have Loyalty enabled but want to hide related features for a particular campaign, you can unselect Show Tier Progress Bar section in the Campaign's Portal > Display Options settings.
Here is what this option looks like for you in the Admin platform.
Here is an example of what it looks like to the participant in their Portal.
Customize Stats Tab
The Stats tab includes the same points/reward metric boxes found at the top from the Dashboard page, along with additional referral stats and a graph that they can update with a date-range of their choice.
The points/reward metric boxes are applied from the Dashboard customizations
The Graph and Stats sections are enabled by default, but can be disabled in your global or campaign Portal Display settings
Stats Descriptions:
Clicks = The number of times their referral link was clicked
Shares = The number of unique shares made from a referral module
Referrals = The number of unique referrals
Date Range Selection
The stats above adjust based on the date-range they select in the top-right corner of the graph.
Customize Activity Table
The Activity tab includes a table of the participants loyalty and referral activity.
It includes the following data columns if applicable to your program:
Date = Date of the activity
Type = Type of activity, such as:
Name of Loyalty activity - when points are earned
ex. "Points for Joining Email List"
"Commission" - when a referral commission is created
"Points" - when points are redeemed
"Commission" - when a commission is created
Referred Name = Name of the person that was referred
Only listed for "Commission" type events and if the name is passed
Referred Email = Email of the person that was referred
Only listed for "Commission" type events
Amount = Amount of points or referral cash for the activity
Status = Status of that event
Pending = When a referral commission is created and pending approval
Approved = When a referral commission is approved but unpaid
Earn = When loyalty points are earned or a referral commission is paid
Redeemed = When points or referral cash was redeemed in the Portal
Expired = When points or referral cash was expired before redeemed
Payout Method = How a referral commission was paid
Expiration Date = Date of points or referral cash that has expired
Customization Options:
You can choose to hide the following fields from the Activity table in the Portal by unselecting the checkboxes in Portal Display settings.
Referred Name
Referred Email
Expiration Date
Customize Profile Section
In the Customize Profile section, you can customize the following:
Custom 1 - Custom 5
Show/Hide Preferred Payment field
Show/Hide PayPal Email field
Note: The PayPal email field will not be visible in the Portal until you have added your PayPal business credentials here in your Account Settings.
Enable and customize the title of custom contact fields in your Settings here.
General Display Options
In the General Display Options section, you can customize the following:
Select which tabs are shown
Customize the title of each tab
Set a Dark/Light theme for the Portal
Customize link colors
