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