Overview
Each member has their own Member Portal to share your program, access their referrals and rewards, update their details, and learn more about your program. The portal also provides members with visibility into high-level performance statistics.
Admin and Manager roles use the Program Editor to configure the portal's appearance, labels, and branding to ensure a cohesive experience for members.
What we’ll cover:
Before you start
Where to find the Member Portal
Programs > [Program name] > Open Editor > Portal
Navigating the Portal Editor
Understand how to navigate the different sections of the Portal Editor to build an engaging program.
Select the specific page you wish to view or edit from the drop-down menu in the top-left corner.
Use Edit Page (page icon) to configure page elements and member display options.
Use Edit Text (pencil icon) to customize labels, copy, and error messages on all of the portal pages.
Use Edit Brand Settings (gear icon) to update logos and colors.
Toggle between desktop and mobile views in the top-right corner to preview the display on different devices.
Public Access Pages
These pages are accessible to non-members via URL and are not gated behind a login.
Program Landing Page
The Program Landing Page allows new members to join or existing members to log into their Member Portal. It uses a passwordless experience to reduce friction.
Customization Options
Welcome Message Content Block: Configure a message with an image, text, or both.
Registration Options: Choose which social or email providers to allow (Email, Google, Facebook, Apple, or Microsoft).
Information Collection: Enable custom fields or phone number collection during registration.
Note: You can disable the Welcome Message content block if you are adding a landing page on your own website to explain your program to potential members.
Terms & Conditions
Terms & Conditions section contains program FAQs or contract terms.
Customization Options
Page Toggle: Disable this page if you do not require members to accept terms prior to registering.
Display Style: Choose External Link to host terms on your own site, or HTML Content to add terms directly in the portal editor.
Default Condition: Customize the default "Not to be combined with any other offer" copy as needed.
Members Only Pages
These pages are only accessible after a member has joined or logged into your referral program.
Member Dashboard
The Member Dashboard is the primary hub members see after logging in.
Customization Options
Share Widget: Provide members access to their unique share link, social sharing buttons, or a QR code.
Content Block: Add images or text to explain program benefits.
Member Stats: Display engagement (clicks), referral status (approved/total), and reward status (issued/pending).
Currency Type: Choose the currency used for monetary rewards or select Units.
Additional Referral Links Block: Add extra URLs for members to share.
Note: Changes made to the share widget apply to the Member Portal and any widgets embedded on your site. The share widget can be modified on the share page of the program editor.
Warning: Ensure the destination page for additional referral links includes conversion tracking to record referral conversions correctly.
My Referrals
Member Capabilities
Tracking: Members view referral details such as names, status, sale amounts, and creation dates.
Views: Toggle between card and list views.
Management: Access a search bar, filters for status/date, sorting, and CSV export.
Customization Options
Page Toggle: Enable or hide the Referrals page in the member portal.
Referral Name: Choose which referral field displays as the name.
Sales Amount Currency: Set the currency for displaying sales amounts.
Visible Properties: Select which referral details members see on the list, card, and CSV export.
Tip: Selecting a referral under the My Referrals tab opens a detailed referral view.
My Rewards
Member Capabilities
Tracking: Members can see reward details like reward name, status, amount, last update and more.
Views: Toggle between card and list views.
Management: Includes a Search bar, filters for status/date and Sort by option.
Customization Options
Page Toggle: Enable or hide the Rewards page in the member portal.
Referral Names: Hide the associated referral's name from the rewards page if desired.
Currency/Units: Configure reward amounts to show as specific currencies or units (Visit Payouts to customize).
Tip: Selecting a reward under the My Rewards tab opens a detailed view where members can resend reward emails to themselves.
Note: If a member has no referrals or rewards yet, they will see a "Zero State" view that prioritizes sharing their referral link.
Account Settings
Customization Options
Field Visibility: Toggle Phone, Date of Birth, and Address visibility on member portal.
Custom Fields: Select which custom fields members can view and update.
Customize the Portal Branding
Configure your portal's visual identity to match your brand within the Edit Brand Settings (gear icon) section.
Branding Elements
Portal Title: Set the name that appears in the browser tab.
Logos: Upload a Standard Desktop Header (400 x 70 pixels) or Mobile Header (200 x 70 pixels).
Colors: Select an accent color for UI elements and a font color.
Favicon: Upload an icon for the browser tab.
Navigation Type: Choose between the New Unified Menu or the Legacy Stacked Menu.
Custom Links: Add custom navigation and help links.
Tip: Set the Portal Language under branding to improve site accessibility for screen readers.
What's Next?
Activate your Program: Note that the portal URL will not work while the program is in Draft mode.
Test the Member Flow: Register as a test member to experience the Landing Page and Dashboard.
Promote your Program: Finalize your Promotion options to drive joins and shares.