Overview
The Successful Advocates Report provides valuable insights into your top-performing advocates. The data in this report can help you optimize your programs, nurture high-performing advocates, and maximize the results they generate.
How This Report Can Help You
Identify advocates who have generated at least one successful outcome, such as sign-ups, purchases, money transfers, and more.
Understand the impact of different advocate tiers (audiences) on your programs.
Gain visibility into the activity and revenue influence of advocates within predefined segments, including Successful Advocates, Revenue Drivers, Super Advocates, and Affiliates.
How to Run the Report
To generate the Successful Advocates Report, follow these steps:
Determine the desired outcome you want to measure, such as friend sign-ups, account creations, conversions, or fundings.
Select the appropriate time range for the report.
Choose the specific program you want to analyze or select "All" to include all programs in the report. Optionally, specify a campaign if you need a more granular analysis of a specific campaign.
In the Advanced section, you can further customize the report:
Rename or redefine tiers to suit your specific terminology.
Select the "successful event" you're interested in. By default, the report is set to "transacted," but you can include or change it to other relevant events (signed_up, converted, account_opened, etc.).
Select the quality setting.
By default, the report excludes blocked advocates. However, if you want to evaluate the impact of blocked advocates, you can enable the "Include Blocked" option.
Once you configured the report according to your needs, save & run it or schedule it for regular generation.
Report Results
The Successful Advocates Report provides the following information for each advocate:
Person ID: Extole’s Unique identifier for the advocate.
Email: Advocate's email address.
Partner User ID: The unique ID associated with the advocate, such as a user ID or a member ID.
First Name: Advocate's first name.
Last Name: Advocate's last name.
Person Image URL: URL of the advocate's profile image.
Most Recent Action Date: Date and time of the advocate's most recent action.
Advocate Audience: Segment to which the advocate belongs (e.g., Successful Advocates, Revenue Drivers, Super Advocates, or Affiliates).
Activity Count: Number of activities performed by the advocate.
Influenced People Count: Number of people influenced by the advocate.
Influenced Actions: Number of "successful events" influenced by the advocate (defined above).
Influenced Revenue: Revenue generated through the advocate's influence.
Example Data
Please note that the actual data returned by your report may differ based on your data and configuration.