> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/widgets-and-storefront/the-floating-cashback-widget.md).

# The floating cashback widget

{% embed url="<https://dollarlabs.neetorecord.com/watch/c8d6c712c04f95c6091c>" %}

\_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](/dollarback-store-credit/getting-started/activate-widgets-in-your-theme.md).

## 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 → Customization → 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](/dollarback-store-credit/widgets-and-storefront/translate-your-widgets.md).

## 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](/dollarback-store-credit/widgets-and-storefront/open-the-widget-from-a-menu-link.md).

## 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

* The launcher doesn't appear: the **Cashback Widget** app embed is off, or the theme was switched. See [A widget isn't showing on my store](/dollarback-store-credit/troubleshooting-and-faq/widget-isnt-showing.md).
* An earn card is missing: the matching program is paused, outside its date window, or doesn't exist. See [Cashback program types at a glance](/dollarback-store-credit/earning-cashback-programs/cashback-program-types-at-a-glance.md).
* The balance looks stale after an order: check the trigger and holding period. See [When credit is issued](/dollarback-store-credit/earning-cashback-programs/when-credit-is-issued.md).

## Related articles

* [Activate widgets in your theme](/dollarback-store-credit/getting-started/activate-widgets-in-your-theme.md)
* [Open the widget from a menu link](/dollarback-store-credit/widgets-and-storefront/open-the-widget-from-a-menu-link.md)
* [Set up the loyalty page](/dollarback-store-credit/widgets-and-storefront/set-up-the-loyalty-page.md)
* [Set up the reward marketplace](/dollarback-store-credit/spending-store-credit-and-rewards/set-up-the-reward-marketplace.md)
* [Translate your widgets](/dollarback-store-credit/widgets-and-storefront/translate-your-widgets.md)
