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

The floating cashback widget

_This article's section starts at 5:32 in the video._

The floating widget is DollarBack's home base on your storefront: a launcher button in the page corner that opens a tabbed panel where customers check their balance, earn credit, track tiers, share referrals, redeem rewards, and read their history. This page covers activating it and customizing every label and color.

At a glance

Touchpoint
Surface
What it shows
You can customize

Floating cashback widget

App embed (site-wide)

Launcher opening a tabbed panel: balance, ways to earn (signup / newsletter / birthday / social forms), tiers and progress, referral link, rewards, history

All labels and tab names, login prompts, card order, panel width, 5 color roles, border radius, custom CSS

Prerequisites

  • At least one live cashback program; the widget shows earning actions only for programs that exist.

  • The app embed enabled; see Activate widgets in your theme.

Step 1. Turn on the app embed

The widget is an app embed, not a section block: it renders on every page.

  1. In the Shopify theme editor, open the app embeds panel.

  2. Enable the Cashback Widget embed and save.

  3. Visit your storefront. The launcher appears in the corner.

What customers see in the panel

The panel has three tabs, Home, Offers, and Referral (all three names are customizable):

  • Home: the customer's balance, tier and tier progress, and a stack of earn cards: Signup Bonus (with a Sign up button for guests), Newsletter (Subscribe), Birthday (Add Your Birthday form), and Social (Follow buttons with trackable links). Cards appear only for programs you actually run.

  • Offers: the reward marketplace, holding rewards the customer can redeem with credit plus their reward history.

  • Referral: the customer's referral code and share options.

Logged-out visitors see login prompts instead of personal data; those prompts are customizable too.

Step 2. Customize labels and content

Go to DollarBack admin β†’ Customization β†’ Cashback widget. The settings form is grouped into sections, each mapping to part of the panel:

Section
What it controls

Header

The launcher's button label and panel header text

Login / Logged out

Prompts and buttons shown to guests

Navigation tabs

The names of the Home / Offers / Referral tabs

Cashback

Balance and credit labels

Earn credit descriptions

The copy on each earn card

Signup labels / Newsletter labels / Birthday labels / Social labels

Each earn form's heading, description, and button text

Tiers / Tier labels / Tier unlock requirements

Tier names, progress text, and requirement strings (for example the spend requirement supports {amount})

Referral

Referral tab headings and share copy

Offers count / Redeem rewards / Reward history

Marketplace labels, redeem buttons, and history strings

Every string in these sections is translatable per language; see Translate your widgets.

Step 3. Reorder the Home cards

The Card Order section lists the Home tab's cards; drag to reorder how cards appear on the Home tab. Put your most important earning action first; most stores lead with the balance and the signup or referral card.

Step 4. Style it

The widget's look is driven by five color roles plus shape controls:

Control
Effect

Primary color

Launcher and primary buttons

Secondary color

Secondary accents and highlights

Panel background

The panel's background

Text color

Body text throughout the panel

Accent color

Progress bars, badges, and emphasis

Border radius

Corner rounding, 0–30

Panel width

Panel width, 280–440 px

Position

Bottom right or Bottom left

For anything beyond these, use the Custom CSS field on the Advanced tab. It's scoped to the widget, and your rules load with it on every page.

Prefer a menu item to the floating button?

If the floating launcher clashes with your navigation, a chat bubble, or a cookie banner, you can hide it and open the same panel from a header menu item or your own button instead. See Open the widget from a menu link.

Verify it works

  1. Open your storefront in a private window: the launcher should show, and the panel should show logged-out prompts.

  2. Sign in as a test customer: the Home tab should show the balance and only the earn cards for programs you run.

  3. Change a color and the card order in the admin, save, and refresh the storefront to confirm both apply.

Common issues

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