Extole

Understand the primary reasons for customer reward inquiries

WISMR 101: Understanding Customer Reward Inquiries

Step by step on investigating reward requests and sending out rewards

How to Investigate a WISMR Request

How to Manually Create a Referral or other Event

How to Block Users and Decline Shares

Approving and Declining Events Workflow

Look Up and Understand Your Program Event Statuses

Inform Your Support Team about Your Extole Program

Reward Fulfillment

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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.

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

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

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

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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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