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Quick Start a Referral Campaign

Quick Start a Referral Campaign

Updated over a month ago

Overview

This article is for cases where you just want to launch your referral program as quickly as possible. The sections below cover all of the necessary settings that you must configure in My Extole's Campaign Editor to set up a fully functional, branded referral campaign.

Configure Overview Settings

Within the Campaign Editor of My Extole, you will want to fill out all of the settings housed in the Overview tab. These are "overview" variables because they live in multiple creatives and will cascade throughout your campaign.

Configure Creative-specific Settings

Once your overview settings are set up, you will want to make sure you fill out key settings that are specific to certain creatives.

Creative

Variable(s)

Earned Reward Email

Heading

Promote Destination

Destination for Clicks on Promotions (if you're not using an Extole-hosted microsite, this should go to your production environment)

Extole-Hosted Experience to Trigger on URL Landing

Share Experience

Share Experience Image

Mobile Share Experience Image

Share Email Message from Advocate

How it Works Message

Stats Email

Email Message

Welcome Email

Email Message

Friend Landing Experience

Success Panel Heading Text

Share Destination

Destination for Clicks on Share Links (where friends land, should direct to your production environment)

Share Email

Brand Email Message

Terms and Conditions

Terms Copy

All other enabled emails

Subject Line

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