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Choosing Your Advocate Sharing Experience

A walkthrough of choices available to you for your advocate share experience.

Updated over a week ago

Overview

Extole offers flexible implementation options to fit your team’s resources and design preferences. Whether you're working with a full dev team or launching lean, there’s a setup that works for you. Below is a breakdown of the three most common ways marketers successfully enable sharing on their websites.

Embedded Referral Page

Best for brands with developer resources and want to keep strict branding guidelines.

With the Embedded option, you integrate Extole’s referral form directly into your own branded webpage. This allows you to create a seamless, fully customized experience that aligns with your site’s look and feel.

  • Pros:

    • Fully branded, cohesive experience

    • Can be optimized for SEO and integrated into your site nav

    • Ideal for brands wanting high visibility and control

  • Considerations:

    • Requires your team to build and design the landing page and embed the widget

    • Can be harder to do offer A/B tests because the copy and creative is hosted directly on your site

Modal or Widget

A flexible, on-site solution that lives behind a button or link.

The Modal/Widget opens a referral form in a pop-up or overlay, triggered from a CTA button on your site. It keeps users on your page while enabling easy sharing.


  • Pros:

    • Clean and compact; doesn’t require a new page

    • Easy for customers to access without leaving their browsing experience

    • Balanced in branding, experience, and resource use

  • Considerations:

    • Requires minimal dev support to implement with just the core.js tag

    • Best placed in high-traffic areas like account pages, nav bars, or site footers

Extole-Hosted Microsite

Perfect for teams with limited tech resources or looking to launch quickly.

Extole provides a fully hosted, out-of-the-box referral microsite, complete with your branding. This is the fastest and easiest way to get started.

  • Pros:

    • Ready to enable in Extole

    • All copy and creative managed by your team in Extole

    • Launches quickly without disrupting your main site

  • Considerations:

    • Less integrated into your site’s UX

    • Microsite lives separately, so consider how you’ll drive traffic to it, a GTM tracking tag can be added to these pages.

Integrating in App?

These suggestions are specific to onsite experiences, but Extole also supports Mobile API and Mobile SDK integrations in your app. Chat with your Implementation or Customer Success Manager to talk through these options.

Final Tips

  • No matter which option you choose, Extole provides support during setup.

  • Consider where your traffic is coming from and how customers typically engage, this will help you choose the best format.

  • Want to test more than one method? That’s possible too - some brands start with the microsite and migrate to an embedded experience later on.

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