For the complete documentation index, see llms.txt. This page is also available as Markdown.

Customer account blocks

_This article's section starts at 12:26 in the video._

DollarBack ships six blocks for the new customer account pages, so the loyalty program lives where customers already check their orders: a credit balance banner, the referral share UI in three placements, the reward marketplace, and the wallet pass. This page covers placing and customizing each.

At a glance

Touchpoint
Surface
What it shows
You can customize

Credit balance

Account page block

Balance banner, transaction history with filters

Banner title/description, CTA text, history filter and tag labels

Referral blocks (Γ—3)

Order list / order status / profile

Referral code, copy button and WhatsApp share, referral history

Headings, message templates, copy-button and clipboard text

Account reward marketplace

Profile block

Redeemable rewards, redemption history, balance

Headings, balance label, empty states, reward templates, button labels, success/error messages

Google Wallet pass

Profile block + phone wallet

Loyalty card: live balance, member name, tier, QR code, push updates on earn/redeem

Issuer and program name, logo and hero image, background color, earned/redeemed notification texts

These blocks require Shopify's new customer accounts; they don't render in classic/legacy accounts. A seventh, closely related block, Order status – cashback earned, shows the credit earned on a specific order and is placed the same way.

Prerequisites

  • New customer accounts enabled in Shopify (Settings β†’ Customer accounts).

  • A live cashback program; for the marketplace block, active rewards; for the wallet block, the wallet pass integration; see Wallet passes.

Step 1. Place the blocks in the account editor

  1. In Shopify admin, go to Settings β†’ Checkout and open the editor, then switch to the customer account pages (or open the customer accounts editor from Settings β†’ Customer accounts).

  2. On each page, add the DollarBack blocks you want:

Account page
Blocks available

Order list (order index)

Store Credit Earned, Referral Program - Order List

Order status

Store Credit Earned, Referral Program - Order Status

Profile

Referral Program - Profile, Reward Marketplace - Profile, Wallet Pass - Profile

  1. Position each block and save.

You don't need all three referral placements; most stores use the profile plus one order placement. All three share the same referral code; the placements meet the customer in different moments.

Step 2. Customize each block

Each block has an editor under DollarBack admin β†’ Customization, in the Customer account group. Variables in curly braces fill in per customer.

Credit balance

Field
Variables

Section heading

(none)

Body message

{amount}

Button label

(none)

The block shows the balance banner plus the customer's transaction history with filters; the filter and tag labels are editable strings too. There are four filters β€” All, Store credit, Discount codes, and Referral β€” with the last isolating referral earnings from ordinary credit.

Referral – order list / order status / profile (same fields, three placements)

Field
Variables

Heading

{amount}, {discountCode}

Body message

{amount}, {discountCode}

Copy button label

(none)

Alongside the copy button, each referral placement offers a WhatsApp share that opens the app pre-filled with the share message and the customer's link. On a phone that's usually the shortest path from "I have a code" to the code actually being sent, so check that your Body message reads well as a chat message and not only as on-page copy.

Profile reward marketplace

Field
Variables

Section heading, Balance label, Empty state

(none)

Reward template (order discount)

{amount}, {value}

Reward template (product discount)

{amount}, {value}

Reward template (free shipping)

{amount}

Minimum-order note

{minAmount}

Redeem button, Copy code button

(none)

Success message, Generic error message, Error (not signed in)

(none)

Order status – cashback earned

Field
Variables

Cashback earned message

{amount}

Wallet pass

The profile block renders Add to Google Wallet and Add to Apple Wallet entries, each with a signed link generated per customer. The button labels are editable here; the pass itself (issuer and program name, per-platform images, colors, launch URL, and the push notification texts) is configured in DollarBack admin β†’ Integrations, not on the Customization page. See Wallet passes.

Verify it works

  1. Sign in to the storefront as a test customer with some credit and open the account pages.

  2. Profile: balance and marketplace render, the referral code and its WhatsApp share show, and the wallet entries appear (when the integration is on).

  3. Open a past order that earned credit: the earned message and referral block show on the order status page.

  4. Redeem a low-cost reward from the marketplace and confirm the success message and the new code.

Common issues

  • Blocks don't appear: the store is on classic customer accounts, or the blocks weren't added in the account editor. See A widget isn't showing on my store.

  • The marketplace is empty: no active rewards, or the balance is below every reward's cost. See Set up the reward marketplace.

  • The wallet entries are missing: the wallet pass integration isn't configured, or your plan doesn't include it. See Wallet passes.

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