Implementing your Referral Program
Key activities to be completed when launching with Extole
20 articles
Referral Program QA Guide for MarketersThis guide walks you through how to QA your referral program end-to-end. You will simulate the experience both as the advocate and friend.
Tracking Referrals via Tags vs. Email CaptureUse this guide to decide whether to tag your website to track referrals or use an email capture form for the referred friends.
Go-Live QA ChecklistFollow these steps to successfully QA the advocate and friend funnels before setting a campaign live
Creating CTAs
How to create tags and get promotion links
Marketing Tags for MarketersAn easy non technical guide to CTAs/Marketing Tags.
How to Host Your Own Call-to-Action
How to Create a Promo LinkLearn how to create a promo link to help track clicks and market your program.
Add a Promotion (Onsite Call-to-Action or Marketing Email)Add CTAs to improve visibility of your programs from the Flow Builder
Technical Items
Technical Items to Launch
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
Extole Opt-In/Opt-Out Sync GuideA non technical explanation on how to integrate your opt-ins and opt-outs
Set Up Dynamic Eligible Audience FilesSet up a daily feed of your eligible customers who can participate in your program
Manually Uploading Events to ExtoleUpload events directly into Extole for testing or resending past events
Uploading an Eligibility Audience File via SFTP