Surfacing widgets to end users

Moneyhub widgets can be surfaced to your users/customers in one of two ways.

  1. You can use the provided URL to navigate the journey out of the box. This journey will have a Moneyhub domain URL(accessible through the widget's preview button). This is known as a hosted or Moneyhub-hosted widget and can be implemented with no-code.

  2. If you wish for any of the below, you should use a self-hosted widget. This will require you to develop the site and journey surrounding the widget.

    1. The widget page should appear to be part of your existing domain.
    2. You want to embed the widget into a broader experience (such as an application flow).

Moneyhub-hosted

Widgets are automatically accessible on the Moneyhub platform. Once created, you don't need to take additional steps to make them available.

If a widget takes parameters, then the details of how to adjust the URL to include them are detailed on the widget's page

Self-hosted

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Single Journey versus Personal Finance Management(PFM) widgets

If there is no expectation that a user will be able to 'log back in' to the journey this signifies that widget required is a Single Journey variant. Examples of this is the payments widget or the decisioning widgets.

If there is an expectation of a persisted user profile, then this is likely a PFM widget.

There are widgets that are available as either Single Journey or PFM such as the Connections widget. If you are using such a widget then please ensure you use the appropriate guide to ensure your users experience the intended functionality.

A detailed guide on implementing self-hosted single journey widgets

Please get in touch with your customer success manager for a detailed guide on implementing a PFM widget.