Use this checklist to validate Advocate and Friend flows before launching a referral program. Complete each section prior to moving your program to production.
Advocate Funnel QA
Confirm the Advocate experience functions as expected from click to share.
Share Experience and CTAs
Confirm all configured CTAs are loading on the correct pages.
Confirm the Share Experience pop-up appears when clicking the CTA.
Validate behavior across all CTAs like Global Header, Footer, etc
Eligibility (Optional)
If your program requires audience eligibility, confirm non-eligible users cannot share
Validate any exclusion messaging is clear and accurate.
Existing Member Experience
Confirm an existing member can log into the Share Experience and generate a personal share link.
Confirm the member can share through all enabled channels like email, SMS, messenger, etc
Confirm the existing member receives the Welcome Email after their first share (if enabled).
Friend Funnel QA
Validate the referred Friend journey from referral click through reward fulfillment.
Referral Link Behavior
Confirm the share link redirects to the correct website destination.
Validate referral attribution persists across sessions as expected.
Email Capture and Signup
If email capture is required:
Confirm Friends can complete email capture through the Friend Landing Experience.
Confirm email capture fires the appropriate application or signup tag in Extole’s Event Live View.
Event Tracking and Data Flow
Confirm conversion, account opening or qualifying events are successfully delivered to Extole via SFTP.
Validate file format and processing status.
Confirm events are successfully created and visible in My.Extole:
Raw events visible in Events Stream
Attributed events visible in Events Live View
Confirm Pending Reward Emails are successfully delivered (if applicable)
Reward Qualification and Fulfillment
Confirm rewards are issued to both Friend and Advocate upon qualifying events.
Validate that high-quality rules are applied correctly, if applicable.
Confirm Earned Reward Emails are successfully delivered.
Verify rewards are visible in My.Extole reports.
Check dashboard totals and compare against:
Events sent to Extole via SFTP
Number of rewards earned
Once you’re campaign has been tested, you can schedule your campaign to go live or set it live manually from the campaign dashboard.