Overview
When managing your referral program, it’s important to understand the difference between creating a new campaign and a new program. This guide explains each type and when to use them.
Program
A program consists of one or more campaigns targeted to a given audience for a given outcome.
Examples:
Evergreen Refer a Friend program
Employee Refer a Friend program
Influencer program
When you log into My Extole, you'll see your programs listed on the Programs page, where each program has its own icon menu to view performance, edit campaigns, preview assets, or go live.
Campaign
A campaign is a specific implementation within a program that contains all the customizable elements of your customer experience. While a program defines the overall audience and outcome, campaigns are where you configure the actual creative elements, behavior, and rules. New campaigns are created when you want to test new copy, creatives or offers.
On the Programs page or in the Campaign Dashboard, campaigns appear under their parent program and are edited in the Campaign Editor.
When to Create a New Program vs a New Campaign
Create a new campaign when:
Making copy, creative, or reward changes to an existing evergreen program
Running seasonal promotions
Conducting A/B tests
For instructions, see Making Updates to Your Campaign.
Create a new program when:
Targeting a different audience with a unique flow or reward structure
Launching an employee referral program
Offering a targeted promotion for a specific customer segment
For more details, see Campaigns for Selected Audiences.