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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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