Before You Begin
Have your user flow (Figma) on hand - this is your journey map.
Prepare two email addresses:
One for the advocate (referrer)
One for the friend (referee)
If your program has eligibility requirements (like being a member to refer), make sure your test emails have been added to the correct audience before proceeding.
Step-by-Step QA Instructions
1. Review Your Journey Map
Open your Figma user flow and use it as your testing checklist.
Your QA journey should align directly with the mapped flow created with your Implementation Team.
2. Start the Advocate Journey
Navigate to the Share Experience (e.g., promotion link or CTA in your staging environment).
Confirm the CTAs are correct and functional.
If you have a microsite, ensure it links properly to your webpage.
3. Generate a Share Link
Enter your advocate email in the share experience to generate a share link.
Test each share channel tile (email, Facebook, Messenger, X, etc.) to ensure they function correctly.
4. Test the Referral Flow
Open a new incognito window.
Wait 30 seconds after copying the share link to avoid being marked as a self-referral.
Paste and visit the share link.
5. Complete the Friend Journey
Standard Retail Friend Journey
Standard Retail Friend Journey
This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:
Email Capture Enabled | Email Capture Not Enabled |
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Standard Credit Union Friend Journey
Standard Credit Union Friend Journey
This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:
Email Capture Enabled | Email Capture Not Enabled |
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Standard Services Friend Journey
Standard Services Friend Journey
This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:
Email Capture Enabled | Email Capture Not Enabled |
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6. Click Through and Complete Program Actions
From the success message or the friend reward email or on the friend microsite, click “Get Started.”
Confirm the “Get Started” button leads to the correct landing page.
Complete the required actions (purchase, signup, etc.) for your program.
7. Verify Rewards
After completion, both the advocate and friend should receive their reward emails.
Check that these emails:
Arrive in the correct inbox
Display the correct content and links
Additional QA Items
Link Verification
Click and verify the following links throughout the experience:
How it works
Terms
Contact Us
Privacy Policy
Ensure they all:
Lead to the correct pages
Open in the correct format (new tab, modal, etc.)
Email Checks
Make sure all applicable emails are sent as expected, based on the Figma Journey Map.
Default Advocate Emails
Welcome Email
Stats Email
Pending Reward Email
Reward Email
Default Friend Emails
Share Email (if sent via email channel)
Pending Reward Email
Reward Email
Confirm:
Subject lines are correct
Content matches the journey
CTAs in the emails work correctly
Copy & Creative QA
Extole’s QA does not cover creative or copy, so you are responsible for checking:
Text accuracy and tone
Fonts, sizes, and colors
Brand alignment (logos, imagery, etc.)
Final Checklist Before Sign-Off
Two unique emails were used
Journey matched Figma flow
All emails were received as expected
All buttons and CTAs worked
No broken or misdirected links
All visual and copy elements were reviewed and approved
What do I do if things aren't working!?
Double check your Program within the Extole Platform to confirm that everything matches your user flow.
Connect with your tech team to ensure that the tags or links have been added correctly to your page.
Reach out to your Implementation Team for assistance!