Overview:
Keep your advocates motivated by providing them with real-time insights into their referral activity and rewards. An Advocate Stats Dashboard helps advocates:
Track their progress and rewards.
Understand the value they’ve earned from referrals.
Drive more sharing by increasing transparency.
This guide explains how to add and customize an Advocate Stats Dashboard using Extole’s tools.
Default Advocate Dashboard Options
You can display the Advocate Stats Dashboard in several ways:
On your sharing microsite (out-of-the-box UI)
Embedded behind login on your own website
Powered by Extole APIs (for headless or custom implementations)
Here’s an example of the out-of-the-box dashboard on the sharing microsite:
Default Dashboard Sections
Your Stats
Summarizes the advocate’s activity and rewards.Your Rewards
Lists individual rewards earned, such as coupon codes or credits.Your Activity
Displays recent referral actions (e.g., email shares, social shares).
Default Metrics Explained
Referrals
The number of explicit shares (e.g., using the share link, email, or social share buttons).Earned Rewards
The total number of rewards received for successful referrals.Earned Value
The cumulative value of rewards earned (e.g., total credits or coupons).
Implementation Steps
Stats on your Microsite
In the Campaign Editor, navigate to the microsite section and toggle Display Embedded Stats
If you don’t see this option, contact your Customer Success Manager to upgrade your campaign to the latest version.
Embedding Stats Behind Login
Reach out to Extole support team to enabled the advocate_stats_embedded zone with a JWT
Configure the JWT key in My.Extole. Guide -> https://dev.extole.com/docs/verifying-consumers#using-json-web-tokens-jwts
Navigate to Tech Center → Tag Generator.
Copy the JavaScript tag for the advocate_stats_embedded zone.
Add this tag to your desired page behind your login to ensure user security and enable the JWT.
Extole API
Extole offers an All-In-One endpoint that can power your entire referral experience and provide user stats. If you want to ensure that all stats are available at any time, a JWT can be passed in the API request to authenticate the user and allow access to any private user information stored in Extole.
Contact Extole support to add the default fields in the mobile_experience zone.
Configure the JWT key in My.Extole. Guide -> https://dev.extole.com/docs/verifying-consumers#using-json-web-tokens-jwts
Build the User Experience in your platform using data fields in mobile_experience
Note: Extole supports consumer API and server to server versions of this. Work with your team to determine which works best for you.
Dashboard Customization
Want to further customize your stats dashboard? Extole supports extensions such as:
Additional custom events or data points in “Your Stats”
Visual or branding updates
To discuss customization, reach out to your Extole Customer Success Manager.