Extole

This guide will highlight the key concepts and activities that Extole users should feel comfortable with as they scale their program

Getting Started with Extole

Get a platform overview and understand key concepts about Extole & referral

Getting Started

Understanding Participation Rate

Referral Marketing Glossary

Acquisition Rate

What is the Value that Extole Delivers?

How Does Extole Recognize Advocates?

If your program is the strategy, your campaign is the execution of that strategy with specific designs and configurations

Programs vs. Campaigns

Key Concepts

Introducing My Extole

Exploring the Programs Page

Leveraging User Support Pages

Exploring the Reports Page

Program and Campaign Flows

Program and Campaign Dashboards

Get the answers you need directly in the platform from Cate, our AI chatbot

Meet Cate: Your 24/7 Program Assistance Chatbot

Platform Overview

This guide walks you through how to QA your referral program end-to-end. You will simulate the experience both as the advocate and friend.

Referral Program QA Guide for Marketers

Use this guide to decide whether to tag your website to track referrals or use an email capture form for the referred friends.

Tracking Referrals via Tags vs. Email Capture

Follow these steps to successfully QA the advocate and friend funnels before setting a campaign live

Go-Live QA Checklist

Key activities to be completed when launching with Extole

Implementing your Referral Program

An easy non technical guide to CTAs/Marketing Tags.

Marketing Tags for Marketers

How to Host Your Own Call-to-Action

Learn how to create a promo link to help track clicks and market your program.

How to Create a Promo Link

Add CTAs to improve visibility of your programs from the Flow Builder

Add a Promotion (Onsite Call-to-Action or Marketing Email)

How to create tags and get promotion links

Creating CTAs

Mobile App Sharing

Technical Requirements

Tracking Conversions with a Mobile App

Managing Your Branded URLs

Webhooks

Program Domain Setup

Delivering Share Messages

How to Track Referral Revenue Generated by Your Program

Passing all Events to Extole

A non technical explanation on how to integrate your opt-ins and opt-outs

Extole Opt-In/Opt-Out Sync Guide

Set up a daily feed of your eligible customers who can participate in your program

Set Up Dynamic Eligible Audience Files

Upload events directly into Extole for testing or resending past events

Manually Uploading Events to Extole

Uploading an Eligibility Audience File via SFTP

Technical Items

Product Docs

Technical Docs

API Reference

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.