Onsite Content Settings

The Onsite Content Settings allow merchants to display dynamic loyalty-related messages throughout the storefront. These messages help improve engagement, drive sign-ups, and boost program visibility — right where customers are already interacting with the store.

There are a total of 4 types of onsite content, spread across 5 placement options.

Types of Onsite Content #

1. Customer Retention Onsite #

Purpose:
Encourages visitors to join the loyalty program by announcing the available rewards and benefits.

Placement Options:

  • Anywhere on the storefront — flexible placement (home, product, cart pages, etc.)
  • Checkout page — placed in a banner or custom area to promote sign-in before purchase

Usage Example:
“Sign in to earn points on every order! Don’t miss out on exciting rewards.”


2. Birthday Onsite Content #

Purpose:
Allows customers to enter their birthday through their profile to receive bonus points.

Placement:

  • Customer profile page only

Usage Example:
“Add your birthday and receive bonus points on your special day!”

Only visible to logged-in customers


3. Checkout Point Balance Onsite #

Purpose:
Shows the customer’s current point balance on the checkout page — reminding them of their loyalty earnings and potential reward options.

Placement:

  • Checkout page only

Usage Example:
“You have 1,250 points available! Use them to get rewards.”

Boosts redemption rates and satisfaction at the final purchase stage


4. Thank You Page Onsite #

Purpose:
Displays how many points a customer earned after completing a purchase.

Placement:

  • Thank you page (post-purchase confirmation screen)

Usage Example:
“Thanks for your purchase! You just earned 150 points. 🎉”

Creates a sense of instant reward and encourages repeat purchases


Summary Table #

Onsite TypePurposePlacement Options
Customer Retention OnsitePromote loyalty program and sign-upsStorefront (anywhere), Checkout page
Birthday OnsiteCapture birthday for bonus pointsCustomer profile page
Checkout Point BalanceShow available pointsCheckout page
Thank You Page OnsiteShow earned points after purchaseOrder confirmation / Thank You page

Customization & Behavior #

Each onsite content type can be:

  • Enabled or disabled individually
  • Positioned visually based on the merchant’s layout and design
  • Edited with custom text, styles, and branding

Best Practices #

  • Use Customer Retention Onsite on high-traffic pages to increase sign-ups
  • Encourage birthday input early with a visible prompt
  • Remind customers of their balance at checkout to encourage redemption
  • Reinforce value after purchase with a well-designed thank-you message

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Updated on July 10, 2025