# Extole Documentation: Guides > Guides, product documentation, and API reference for the Extole platform. ## Guides ### Platform Overview - [Getting Started with Extole](https://docs.extole.com/guides/platform-overview/getting-started-with-extole.md): This guide will highlight the key concepts and activities that Extole users should feel comfortable with as they scale their program - [Go-Live QA Checklist](https://docs.extole.com/guides/platform-overview/go-live-qa-checklist.md): Follow these steps to successfully QA the advocate and friend funnels before setting a campaign live - [Introducing My Extole](https://docs.extole.com/guides/platform-overview/introducing-my-extole.md): Welcome to the My Extole platform. Whether you’re logging in for the first time or you need a refresher, this guide will walk you through the top two sections of your My Extole account: the Programs page and Program Dashboard. - [Preparing Your Support Team for Extole](https://docs.extole.com/guides/platform-overview/inform-your-support-team-about-your-extole-program.md): Use this article as a guide for educating your support team on the ins and outs of Extole and your program. - [Leveraging User Support Pages](https://docs.extole.com/guides/platform-overview/leveraging-user-support-pages.md): While running programs and campaigns with Extole, your customers may have questions about their participation in the program. The Extole platform provides customer support tools to help you answer these questions. The most common question a… - [Meet Cate: Your 24/7 Program Assistance Chatbot](https://docs.extole.com/guides/platform-overview/meet-cate-your-24-7-program-assistance-chatbot.md) - [Programs vs. Campaigns](https://docs.extole.com/guides/platform-overview/programs-vs-campaigns.md): If your program is the strategy, your campaign is the execution of that strategy with specific designs and configurations - [Creating a Program](https://docs.extole.com/guides/platform-overview/creating-a-program.md): Create a new program from the Programs page by starting from a template, naming it, and reviewing what it includes before you go live. - [Referral Program QA Guide for Marketers](https://docs.extole.com/guides/platform-overview/referral-program-qa-guide-for-marketers.md): 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. - [Exploring the Programs Page](https://docs.extole.com/guides/platform-overview/exploring-the-programs-page.md): The Programs page of your My Extole account loads your programs and campaigns lightning-fast, and lets you get right to work on editing your campaign with just the click of a button. - [Exploring the Reports Page](https://docs.extole.com/guides/platform-overview/exploring-the-reports-page.md): Extole platform delivers the essential part of successful growth and engagement programs: quick, accurate, and rich reporting. All data accumulated by your Extole programs is accessible to you through the Reports section of your My Extole a… - [Add a Promotion (Onsite Call-to-Action or Marketing Email)](https://docs.extole.com/guides/platform-overview/add-a-promotion-onsite-call-to-action-or-marketing-email.md): Add CTAs to improve visibility of your programs from the Flow Builder - [Extole Opt-In/Opt-Out Sync Guide](https://docs.extole.com/guides/platform-overview/extole-opt-in-opt-out-sync-guide.md): A non technical explanation on how to integrate your opt-ins and opt-outs - [Manually Uploading Events to Extole](https://docs.extole.com/guides/platform-overview/manually-uploading-events-to-extole.md): Upload events directly into Extole for testing or resending past events - [Program and Campaign Dashboards](https://docs.extole.com/guides/platform-overview/program-and-campaign-dashboards.md): This article deep dives into the various sections and metrics present on your Program and Campaign Dashboards. Since you can send any number of events into your Extole programs and see those same events displayed within the tool, bear in mi… - [Set Up Dynamic Eligible Audience Files](https://docs.extole.com/guides/platform-overview/set-up-dynamic-eligible-audience-files.md): Set up a daily feed of your eligible customers who can participate in your program - [Tracking Referrals via Tags vs. Email Capture](https://docs.extole.com/guides/platform-overview/tracking-referrals-via-tags-vs-email-capture.md): Use this guide to decide whether to tag your website to track referrals or use an email capture form for the referred friends. - [Uploading an Eligibility Audience File via SFTP](https://docs.extole.com/guides/platform-overview/uploading-an-eligibility-audience-file-via-sftp.md): If you want to limit program eligibility to a defined list of users, Extole can process that list as an audience file. This allows you to control which users are eligible to participate in your referral program as an Advocate. - [Targeting](https://docs.extole.com/guides/platform-overview/targeting.md): This document explains how Extole’s targeting system selects the correct campaign and referral relationship for an event using explicit targeting, required matching rules, ranking logic, and fallback behavior. #### Key Concepts - [Understanding Participation Rate](https://docs.extole.com/guides/platform-overview/key-concepts/understanding-participation-rate.md): To measure how broad your advocate base is, Extole uses a metric called Participation Rate. Participation Rate compares the number of advocates to the number of transactors (e.g. purchasers, new members) over a time period. A high Participa… - [Acquisition Rate](https://docs.extole.com/guides/platform-overview/key-concepts/acquisition-rate.md): Share Rate. Click Through Rate. Conversion Rate. It can be difficult to understand the effectiveness of your referral program and where to spend your time to bring in the most customers. - [What is the Value that Extole Delivers?](https://docs.extole.com/guides/platform-overview/key-concepts/what-is-the-value-that-extole-delivers.md): Referral is person-centric. The value Extole delivers is different than typical direct attribution marketing which typically treats everything as a transaction vs. a customer. Some of the key areas referrals provide value: - [How Does Extole Recognize Advocates?](https://docs.extole.com/guides/platform-overview/key-concepts/how-does-extole-recognize-advocates.md): An Advocate is the consumer who is referring their friends - [Referral Marketing Glossary](https://docs.extole.com/guides/platform-overview/key-concepts/referral-marketing-glossary.md): Before getting started with Extole, it is important that we establish a common vocabulary when talking about referrals. We're excited to share our newly released Referral Marketing Encyclopedia! In it you'll find definitions for all the key… #### Implementing your Referral Program - [Program and Campaign Flows](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/program-and-campaign-flows.md): Program flows describe the sequence of events that consumers visit within a given program. When you launched your Extole program, you were shown a flow diagram depicting a typical consumer experience. Now, you can see that same flow diagram… ##### Creating CTAs - [Marketing Tags for Marketers](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/creating-ctas/marketing-tags-for-marketers.md): An easy non technical guide to CTAs/Marketing Tags. - [How to Create a Promo Link](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/creating-ctas/how-to-create-a-promo-link.md): Learn how to create a promo link to help track clicks and market your program. - [How to Host Your Own Call-to-Action](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/creating-ctas/how-to-host-your-own-call-to-action.md): Extole is designed to serve call-to-action (CTA) content on your website. We can serve text (e.g., 'Refer Your Friend and Get $10'), images, or any other HTML you might need. Using Extole to serve a CTA is the recommended approach and provi… ##### Technical Items - [Webhooks](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/webhooks.md): Webhooks can be seen as the key building blocks of applications, allowing systems to exchange data in real-time in response to events. They act as the modern, web-oriented way for servers to receive notifications from other servers. Now, wh… - [Passing all Events to Extole](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/passing-all-events-to-extole.md): One question we receive is why does Extole need all purchase information. Why can't I just send the referral orders and not send the rest? - [How to Track Referral Revenue Generated by Your Program](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/how-to-track-referral-revenue-generated-by-your-program.md): Extole makes it easy to track the revenue brought in through referral marketing, visualize those numbers on the dashboard, and share program performance directly from the dashboard. In order to take full advantage of these features and see… - [Delivering Share Messages](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/delivering-share-messages.md): Extole gives your advocates the ability to share your brand and specific products right on your site. Advocates can share with their friends through a variety of social channels, email, or a personal share link. When your advocates share vi… - [Program Domain Setup](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/program-domain-setup.md): Program Domain set up provides a way for you to manage information about your website and program. This information is independent of any individual referral campaign you might be running. - [Managing Your Branded URLs](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/managing-your-branded-urls.md): Branding your program domains is a typical part of your launch with Extole. Doing so is important so that links included in your program reflect your brand. Our platform has two types of links that will be seen as part of your program. - [Migrating to a New Program Domain](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/migrating-to-a-new-program-domain.md): Move your program onto a new branded domain so new share links carry your new brand, while every link already shared keeps working. - [Mobile App Sharing](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/mobile-app-sharing.md): If you have a mobile app, tap into the time your users are spending on mobile to increase referral program participation. This guide describes the typical in-app share experience customers are implementing using Extole's Referral API and Ap… - [Tracking Conversions with a Mobile App](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/tracking-conversions-with-a-mobile-app.md): In the modern cross-channel world, friends frequently see share messages on their mobile devices and go on to convert. - [Technical Requirements](https://docs.extole.com/guides/platform-overview/implementing-your-referral-program/technical-items/technical-requirements.md): Launching a referral program with Extole is easy, but it requires proper technical implementation. To get your referral experience up and running smoothly for your customers, you'll need to complete a series of technical tasks. ### Programs & Campaigns - [Add an Advocate Stats Dashboard](https://docs.extole.com/guides/programs-and-campaigns/add-an-advocate-stats-dashboard.md): Keep your advocates motivated by providing them with real-time insights into their referral activity and rewards. An Advocate Stats Dashboard helps advocates: - [Adding and Removing Share Channels](https://docs.extole.com/guides/programs-and-campaigns/adding-and-removing-share-channels.md): Learn how to change the channels in which advocates can refer friends - [Advocate Share Experience](https://docs.extole.com/guides/programs-and-campaigns/advocate-share-experience.md): The heart of a referral program is the advocate experience—the call-to-action used by your customers to share your brand and your product with friends, family, and the world. The sharing experience provides advocates with the following opti… - [Call-to-Action Creative Elements](https://docs.extole.com/guides/programs-and-campaigns/call-to-action-creative-elements.md): This article covers the default creative elements of your program's call-to-action (CTA) zones. CTAs serve as the primary point of engagement for your referral program. CTAs can be dynamic or static, and typically launch the advocate share… - [Choosing Your Advocate Sharing Experience](https://docs.extole.com/guides/programs-and-campaigns/choosing-your-advocate-sharing-experience.md): A walkthrough of choices available to you for your advocate share experience. - [Common HTML Tags for Basic Campaign Editing](https://docs.extole.com/guides/programs-and-campaigns/common-html-tags-for-basic-campaign-editing.md): When using the Campaign Editor, you can customize your layout and styling using simple HTML tags. This is available in the different variable fields in your program’s emails, pop-ups, landing pages and terms. - [Editing the Advocate Microsite and Share Experience](https://docs.extole.com/guides/programs-and-campaigns/editing-the-advocate-microsite-and-share-experience.md): If you are updating the Advocate Microsite, there are a few places that will be updated within the Microsite section of your campaign and several that will be updated within the Share Experience. This guide will help you understand what nee… - [Go  Extole App Login Guide](https://docs.extole.com/guides/programs-and-campaigns/go-extole-app-login-guide.md): This guide explains how to get started and covers key troubleshooting steps - [How to Set Up a Reward for Action Offer Program](https://docs.extole.com/guides/programs-and-campaigns/how-to-set-up-a-reward-for-action-offer-program.md): Learn how to set up a simple reward for action program to reward participants for completing a survey, signing up for e-statements and more. - [How to Upload Terms & Conditions](https://docs.extole.com/guides/programs-and-campaigns/how-to-upload-terms-conditions.md): This article explains how to upload and manage your program’s Terms and Conditions. The best way to ensure your terms are carried across all assets is to update your terms within the Overview section. Note, to add any styling, HTML formatti… - [My Account Settings](https://docs.extole.com/guides/programs-and-campaigns/my-account-settings.md): The My Account page in your My Extole account allows you to manage brand-level settings, like company name, logo, website, and primary fonts and colors. These settings are then passed down to your Extole programs and campaigns, giving you a… - [Overlay Creative Elements](https://docs.extole.com/guides/programs-and-campaigns/overlay-creative-elements.md): Overlays hover over your site's content. There are two types of overlays: - [Overlay CTAs and How to Optimize Them for Sharing](https://docs.extole.com/guides/programs-and-campaigns/overlay-ctas-and-how-to-optimize-them-for-sharing.md): Floating overlays are a top performing CTA and bring widespread visibility to your campaign - [Reward Bank Redemption Experience](https://docs.extole.com/guides/programs-and-campaigns/reward-bank-redemption-experience.md): Understand the user experience when implementing Extole's Reward Bank - [Tango Reward Email](https://docs.extole.com/guides/programs-and-campaigns/tango-reward-email.md): Customize the gift card reward email when using Tango Card rewards. #### Campaign Creation & Editing - [Quick Start a Referral Campaign](https://docs.extole.com/guides/programs-and-campaigns/campaign-creation-and-editing/quick-start-a-referral-campaign.md): The minimum settings to configure in the Campaign Editor to launch a fully functional, branded referral campaign quickly. - [Using Extole's Campaign Editor](https://docs.extole.com/guides/programs-and-campaigns/campaign-creation-and-editing/using-extole-s-campaign-editor.md): Located in your My Extole account, our Campaign Editor is a comprehensive tool that allows you to fully customize and configure your Extole program experiences, emails, and promotions (i.e., creatives), as well as quality rules and business… - [Enable Friend Email Capture for Opt Ins](https://docs.extole.com/guides/programs-and-campaigns/campaign-creation-and-editing/enable-friend-email-capture-for-opt-ins.md): A key feature of the Extole platform is the ability to track and reward not only at key events, like conversions or account openings, but at interim steps—like sign ups. When referred friends sign up for your emails using the Friend Email C… - [How Do I Clone an Existing Campaign?](https://docs.extole.com/guides/programs-and-campaigns/campaign-creation-and-editing/how-do-i-clone-an-existing-campaign.md): So you have successfully created a campaign that expresses your brand and you want to use this as a template for creating a new campaign. In order to duplicate or clone an existing campaign please follow these steps: - [Implement Fonts Across Your Creatives](https://docs.extole.com/guides/programs-and-campaigns/campaign-creation-and-editing/implement-fonts-across-your-creatives.md): You have the ability to implement fonts for your campaigns within the Campaign Editor of your My Extole account. This allows you to match your referral program fonts to the branding on your site. - [Creative Customizations](https://docs.extole.com/guides/programs-and-campaigns/campaign-creation-and-editing/creative-customizations.md): Our Campaign Editor provides you with rich templates for each of the creative elements of your program. Each call to action, outbound email, and program experience template is set up according to our best practices with sensible defaults an… #### Asset Guides - [Social Media Share Creative Elements](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/social-media-share-creative-elements.md): This article covers the default creative elements of your program's promotional emails . Just like email sharing, social media represents an important part of your referral program. - [Creative Image Asset Guide](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/creative-image-asset-guide.md): All images should be in .jpg or .png format and their size must not exceed 3МВ. You can use any online image compressor to reduce file size. - [Drop a Hint Asset Guide](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/drop-a-hint-asset-guide.md): Get your consumers to share products with their networks that they want to be gifted! - [Nomination Asset Guide](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/nomination-asset-guide.md): The promotion email is how you announce your Nomination program to your customers. When they click on 'Nominate a Friend', they'll be brought to the promote destination you've set -- this is typically an Extole-hosted microsite at refer.com… - [Sweepstakes Asset Guide](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/sweepstakes-asset-guide.md): To learn more about our Sweepstakes program, please see this Help Center article. - [Welcome Offer Asset Guide](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/welcome-offer-asset-guide.md): The email capture popup is what prompts visitors to enter their information and opt-in to marketing emails. After the user enters their email and it passes Extole's quality and rewarding rules, this popup is also what will show the new cust… - [Friends & Family Asset Guide](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/friends-family-asset-guide.md): Give your most important consumers a robust offer with the ability for them to share the exclusive offer with a select number of friends! - [Advocate Invite Email](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/advocate-invite-email-asset-guide.md) - [Advocate Stats Email](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/advocate-stats-email-asset-guide.md) - [Earned Reward Emails](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/earned-reward-emails-asset-guide.md) - [Friend Landing Experience](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/friend-landing-experience-asset-guide.md) - [Pending Reward Email](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/pending-reward-email-asset-guide.md) - [Share Email & Reminder](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/share-email-reminder-asset-guide.md) - [Share Experience](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/share-experience-asset-guide.md) - [Welcome Email](https://docs.extole.com/guides/programs-and-campaigns/asset-guides/welcome-email-asset-guide.md) #### International Programs - [Adding Languages to International Programs](https://docs.extole.com/guides/programs-and-campaigns/international-programs/adding-languages-to-international-programs.md): If you're running an international program, we strongly encourage you to support as many native languages as possible. Doing so ensures that your customers can easily connect with your brand and advocate on your behalf. This article offers… - [International Programs](https://docs.extole.com/guides/programs-and-campaigns/international-programs/international-programs.md): For years, we have helped our clients operate referral and other acquisition and retention programs internationally. If you have a presence outside the US and want to grow those markets, we're here to help. With Extole as an existing partne… - [Configuring an International Program](https://docs.extole.com/guides/programs-and-campaigns/international-programs/configuring-an-international-program.md): Are you wanting to run a multi-region, multi-language, multi-reward program? Let's go over some best practices. #### Other Acquisition and Engagement Programs - [Sweepstakes Program](https://docs.extole.com/guides/programs-and-campaigns/other-acquisition-and-engagement-programs/sweepstakes-program.md): A Sweepstakes is a program where consumers are encouraged to provide their information via a form submission in return for a chance to win a prize or gift from a brand they love (that's you!). Unique to Extole is the ability for consumers t… - [Launch a Credit Union Welcome Offer](https://docs.extole.com/guides/programs-and-campaigns/other-acquisition-and-engagement-programs/launch-a-credit-union-welcome-offer.md): Drive acquisition with new member offers by implementing an Extole Credit Union Welcome Offer. These campaigns reward new members for joining and completing qualifying actions with easy setup, minimal lift, and no required promo codes. - [Agent Programs](https://docs.extole.com/guides/programs-and-campaigns/other-acquisition-and-engagement-programs/agent-programs.md): The key to referral success is promotion. If you want high levels of advocacy, you need awareness: you need to tell customers that there is a program, and more importantly, you need to ask for the referral. In most programs this means a bal… - [Run Targeted Super Advocate Programs](https://docs.extole.com/guides/programs-and-campaigns/other-acquisition-and-engagement-programs/run-targeted-super-advocate-programs.md): Read more about influencer programs here and the influencer program page here! - [Campaigns for Selected Audiences](https://docs.extole.com/guides/programs-and-campaigns/other-acquisition-and-engagement-programs/campaigns-for-selected-audiences.md): Leverage the power of audience-segmented referral campaigns to target specific subsets of your customer base. With tailored messaging and rewards, you can maximize the impact of your referral programs by offering personalized experiences th… - [Welcome Offer Program](https://docs.extole.com/guides/programs-and-campaigns/other-acquisition-and-engagement-programs/welcome-offer-program.md): A Welcome Offer Program is a great way to build a lasting relationship from the very beginning of a customer's experience, ultimately improving customer retention. In a Welcome Offer Program, a new user lands on your site and is immediately… - [Launch a Sweepstakes / Giveaway](https://docs.extole.com/guides/programs-and-campaigns/other-acquisition-and-engagement-programs/launch-a-sweepstakes-giveaway.md): Use sweepstakes and giveaways to drive marketing list growth easily with Extole #### Managing Campaigns - [Pausing, Ending, and Scheduling Campaigns](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/pausing-ending-and-scheduling-campaigns.md): When concluding a campaign, use the campaign state to determine what experience participants will see and set them to go live at a specific time. - [What Happens When a Campaign Is Paused](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/what-happens-when-a-campaign-is-paused.md): Pausing a campaign stops new promotion, but existing share links still convert and reward. Learn how pausing behaves and how to handle creative vs. reward changes. - [How to Run A Burst](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/how-to-run-a-burst.md): A great way to boost an evergreen program is by running a burst campaign. A burst is a strategic, limited-time variation of your standard campaign that typically offers a more enticing or seasonal reward to increase shares and conversions. - [Share Link and Promote Link Behavior](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/share-link-and-promote-link-behavior.md): Set your share and promote destination URLs to drive higher conversions - [How to Push Your Test Campaign Live](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/how-to-push-your-test-campaign-live.md): The following instructions are how to make your campaign live. You should do this with your Customer Success Manager. - [How to QA Your Referral Program](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/how-to-qa-your-referral-program.md): This article covers how to perform quality assurance (QA) tests on your program. Bear in mind that this is completely optional. As part of your Extole launch support, we will conduct a rigorous QA process that tests your program on multiple… - [Making Updates to your Campaigns](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/making-updates-to-your-campaigns.md): Learn how to duplicate a campaign, apply and publish changes when you want to update your copy and creative. - [How to Rebrand Your Program](https://docs.extole.com/guides/programs-and-campaigns/managing-campaigns/how-to-rebrand-your-program.md): Plan and run a rebrand of a live referral program — scoping what changes, updating campaign copy and creative, QA, and the go-live sequence. ### Dashboards and Reporting - [Dashboards and Reporting](https://docs.extole.com/guides/dashboards-and-reporting/index.md): Read your dashboards, configure reports, and integrate Extole data into your own tools. - [How to Run a Report](https://docs.extole.com/guides/dashboards-and-reporting/how-to-run-a-report.md): An essential part of a successful Extole program is your ability to quickly, accurately, and completely report on it. This article describes how to configure and run the various types of Extole reports that give you access to important data… - [CSV Encoding](https://docs.extole.com/guides/dashboards-and-reporting/csv-encoding.md): When downloading data in CSV format, there are some values that need to be quoted. Extole uses the following algorithm for determining which values to quote: - [New Customer Contribution Rate Report](https://docs.extole.com/guides/dashboards-and-reporting/new-customer-contribution-rate-report.md): The New Customer Contribution Rate report provides an estimated ratio of new customers driven by Extole programs compared to your total new customer acquisition. It helps you understand the scale of acquisition through Extole relative to ot… - [Paused Reports](https://docs.extole.com/guides/dashboards-and-reporting/paused-reports.md): In an effort to decrease the number of scheduled reports running overall, our system will pause reports automatically when they have not been viewed or downloaded for a certain period of time. You can also choose to pause reports manually i… - [Person vs. Related Person Columns in Reports](https://docs.extole.com/guides/dashboards-and-reporting/person-vs-related-person-columns-in-reports.md): Learn how Extole reports determine the “Person” and “Related Person” in your referral program data. - [Recommended Reports](https://docs.extole.com/guides/dashboards-and-reporting/recommended-reports.md): List of commonly used reports to see overall performance of your program and get detailed activity on the participants from your programs. - [Understand Extole Journeys and How to Use Them in Reports](https://docs.extole.com/guides/dashboards-and-reporting/understanding-extole-journeys-extended-reference-for-reporting.md): How Extole journeys are structured—participant vs. referral journeys, the advocate and friend sides, outcome events, and how to choose the right report for any journey question. - [Understanding the “Direct” Promotion Source](https://docs.extole.com/guides/dashboards-and-reporting/understanding-the-direct-promotion-source.md): Use this guide to understand the Promotions section of your Program Dashboard - [Visit Type and Quality](https://docs.extole.com/guides/dashboards-and-reporting/visit-type-and-quality.md): Understand what visit type and quality mean on your dashboards and in reporting #### Extole Dashboards & Metrics - [Extole Dashboards & Metrics](https://docs.extole.com/guides/dashboards-and-reporting/extole-dashboards-and-metrics/index.md) - [How to Measure and Benchmark Your Referral Program Success](https://docs.extole.com/guides/dashboards-and-reporting/extole-dashboards-and-metrics/how-to-measure-and-benchmark-your-referral-program-success.md): Understanding how your referral program performs compared to industry benchmarks is critical for optimizing your results. While every program may vary due to custom events and offers, the benchmarks below will give you a high-level view of… - [The Influencer Program Page](https://docs.extole.com/guides/dashboards-and-reporting/extole-dashboards-and-metrics/the-influencer-program-page.md): Our Influencer Program Page is the first of its kind: a program page that is dependent on the program type! Read on to see what differentiates this page from other program pages. - [How Do I Prevent Testing Data from Appearing in my Analytics Dashboard?](https://docs.extole.com/guides/dashboards-and-reporting/extole-dashboards-and-metrics/how-do-i-prevent-testing-data-from-appearing-in-my-analytics-dashboard.md): When interacting with the consumer experience of Extole, the default assumption is that any interaction is a part of the live campaign and data should be tracked as live data in the dashboards. To make sure that your test events such as sha… - [Downloadable Reports on Program and Campaign Dashboards](https://docs.extole.com/guides/dashboards-and-reporting/extole-dashboards-and-metrics/downloadable-reports-on-program-and-campaign-dashboards.md): My Extole is designed to quickly show you the numbers that you need in an easy to use visual way, but sometimes nothing can beat downloading a spreadsheet and crunching the data. This article covers the typical report metrics for a retail R… - [Using My Timeline Dates](https://docs.extole.com/guides/dashboards-and-reporting/extole-dashboards-and-metrics/using-my-timeline-dates.md): This article covers frequently asked questions about the Timeline Dates feature and how various dates and set and used throughout your My Extole account. - [Account Dashboard](https://docs.extole.com/guides/dashboards-and-reporting/extole-dashboards-and-metrics/account-dashboard.md): Account dashboards include into two key graphs: Engagement & Activity and Outcomes. These metrics include data from all programs that you may be running with Extole, including those beyond just a referral program. #### Integrating Reports - [SFTP and Batch File Conventions](https://docs.extole.com/guides/dashboards-and-reporting/integrating-reports/sftp-and-batch-file-conventions.md): Extole supports using automated batch files to improve the execution of common activities. Batch files (also known as offline files) are a common method for transferring large volumes of information, and most customer relationship managemen… - [Using Extole's SFTP Server](https://docs.extole.com/guides/dashboards-and-reporting/integrating-reports/using-extole-s-sftp-server.md): Extole supports using automated batch files to improve the automation of common activities. Batch files (also known as offline files) are a common method for transferring large volumes of information, and most customer relationship manageme… - [Integrating Extole with Web Analytics](https://docs.extole.com/guides/dashboards-and-reporting/integrating-reports/integrating-extole-with-web-analytics.md): You can set up Extole to send web tracking information to various web and email analytics tools through the use of URL parameters, such as UTMs. - [Sending Reports to an External SFTP](https://docs.extole.com/guides/dashboards-and-reporting/integrating-reports/sending-reports-to-an-external-sftp.md): Get data delivered straight to your own SFTP server. Connecting your Extole programs with your own external systems makes it that much easier to get important information about your programs and participating customers into CRMs and ESPs. - [How to Use the Extole Asynchronous Reporting API](https://docs.extole.com/guides/dashboards-and-reporting/integrating-reports/how-to-use-the-extole-asynchronous-reporting-api.md): Extole provides asynchronous API endpoints to download various reports. To run, check the status of, and download a report, you need to make calls across three API endpoints. #### Configuring Reports - [Choosing the Right Report](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/choosing-the-right-report.md): When to use Person, People Who Took a Specific Action, Funnel Performance, Visited Events, or Incomplete Journey — reports that sit alongside Events and Metrics. - [Advanced Report Configuration](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/advanced-report-configuration.md): Extole reports have a variety of advanced configuration options for you to consider. While these are completely optional, they may help you better tailor a report to your needs or deliver the data to you in a more convenient fashion. - [Scheduled Reports](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/scheduled-reports.md): The Schedules page, located within the Reports section of your My Extole account, lists all reports that run on a recurring schedule for your programs. - [Aggregated Reports](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/aggregated-reports.md): An aggregated report is a powerful tool designed to streamline how you view and analyze data over time without repeatedly running large reports. - [Understanding How Extole Counts People](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/understanding-how-extole-counts-people.md): Program and Campaign Dashboards give you total counts of events, but you can use the Configured Funnel Report to understand the number of unique people who have done a specific event. - [Configurable Report Types and Their Entities](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/configurable-report-types-and-their-entities.md): Which configurable report type to submit for each entity or event type, whether it supports records or metrics, and how to reach related entities from it. - [Custom Data Queries using Extole Reports](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/custom-data-queries-using-extole-reports.md): A complete reference for Extole's report mapping expression language — mappings, filters, sort order, and every available function. - [Entities and Context Available in Extole's Configurable Reporting System](https://docs.extole.com/guides/dashboards-and-reporting/configuring-reports/entities-and-context-available-in-extole-s-configurable-reporting-system.md): Reference for the entities and fields available in Extole's configurable reporting system, and how to access them in report mappings. #### Report Types - [Report Types](https://docs.extole.com/guides/dashboards-and-reporting/report-types/index.md) ##### Recommended Reports - [Participation Rate Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/participation-rate-report.md): Participation Rate is the percentage of your active customer base that is advocating in a given period. A high Participation Rate means that more people are aware of and motivated by your programs. It is an indicator of the effectiveness of… - [Events Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/events-report.md): Top Extole report used to pull the information associated with the participants in your programs - [Metrics Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/metrics-report.md): Want to discover insights like what percentage of your customers are sharing on mobile? Dig deeper into your Extole dashboard data with our Metrics report. The Metrics report enables you to break down your program performance by a variety o… - [Successful Advocates Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/successful-advocates-report.md): The Successful Advocates Report provides valuable insights into your top-performing advocates. The data in this report can help you optimize your programs, nurture high-performing advocates, and maximize the results they generate. - [Top Promotion Sources Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/top-promotion-sources-report.md): The promotions section on your program dashboard shows all the shares for each promotion source within a given time range. - [Email Stats Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/email-stats-report.md): The Email Stats report gives you the ability to report on email triggers, deliveries, opens, and clicks. - [Acquisition Rate Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/acquisition-rate-report.md): The Acquisition Rate report can show you the change in your Acquisition Rate from week to week. Acquisition Rate measures the odds that a share will result in a transaction, making it a great measure of the overall effectiveness of your fri… - [Rewards Reporting](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/rewards-reporting.md): This article describes how you can easily pull data on your rewards configured for your programs. In particular, the following two reports are covered: - [Fulfilled Rewards Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/fulfilled-rewards-report.md): The Fulfilled Rewards report provides valuable insights into reward distribution, helping you track who rewards were created for and whether those rewards have been sent to the recipients. This report can help you monitor the reward deliver… - [Person Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/person-report.md): The Person report returns a list of people with optional aggregated data about the events they completed. Learn how to configure columns, mappings, and functions. - [People Who Took a Specific Action Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/people-who-took-a-specific-action-report.md): The People Who Took a Specific Action report returns a list of participants who completed a specific event, such as opening an account, with unique counts. - [Referral Funnel Performance Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/referral-funnel-performance-report.md): The Funnel Performance report gives a configurable overview of your referral funnel — people counts, event counts, and formulas — with optional benchmarking. - [Visited Events Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/recommended-reports/visited-events-report.md): The Visited Events report returns new-to-file transacted events by default, and can also list new-to-file registrations or conversions. ##### Audience Reports - [Audience Reports](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/index.md) - [Unique Share Messages Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/unique-share-messages-report.md): See what your advocates are saying when they customize the share message in the widget. While we like showing everything, we will not report messages that were blocked by our quality engine. - [Referred Friends Who Advocate Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/referred-friends-who-advocate-report.md): Are you curious to know which friends have become advocates after being referred? The Referred Friends Who Advocate report provides valuable insights by showing you a list of referred friends who have gone on to share and advocate for your… - [Inactive Advocates Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/inactive-advocates-report.md): This report is designed to help you identify and engage with advocates who haven't shared content within a specified time frame. By using this report, you can target these inactive advocates and work on reactivating them through various mea… - [Advocate Opt-in Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/advocate-opt-in-report.md): The Advocate Opt-in Report provides information about advocates who have explicitly opted-in to email communication. This report allows you to view the opt-in status of each advocate who shared the program. - [Active Advocates Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/active-advocates-report.md): The Active Advocates report provides you with a comprehensive list of advocates who have shared your program. It allows you to identify and analyze the advocates who are actively participating in your programs. - [Influencer Stats Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/influencer-stats-report.md): The Influencer Stats report provides a comprehensive view of your influencers' performance across a variety of metrics, allowing you to evaluate their impact and make data-driven decisions to optimize the success of your influencer program.… - [Count of Successful Advocates Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/count-of-successful-advocates-report.md): The Successful Advocates report gives you the number of advocates who have driven one or more successful outcomes, such as sign-ups, purchases, or money transfers. This information allows you to discern various tiers of activity across your… - [Reports Based on Locale and Country](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/reports-based-on-locale-and-country.md): If you are running an international program with multiple countries, you can analyze your program data per locale by filtering it directly in the program's Performance Dashboard. We also have several reports that allow you to filter or grou… - [Count of Active Advocates Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/audience-reports/count-of-active-advocates-report.md): This scheduled report shows the change in the count of your Active Advocates (i.e. how many unique individuals have been active in your programs) from week to week. ##### Rewards Reports - [Nominations Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/rewards-reports/nominations-report.md): The Nomination Report provides valuable insights into the nominations received in your program. By specifying the desired fields and time range, you can generate a comprehensive report that reveals essential details about the nominees, nomi… - [Reward Transitions Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/rewards-reports/reward-transitions-report.md): The Reward Transitions report provides a detailed list of rewards that have undergone state transitions during a specified time period. A state transition refers to a change in the status of a reward, such as from earned to fulfilled or fro… - [Failed Rewards Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/rewards-reports/failed-rewards-report.md): The Failed Rewards report offers valuable insights into rewards that have encountered issues and failed to be delivered to participants in a specific program or campaign. By analyzing this report, you can identify which rewards have failed,… - [Earned Rewards Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/rewards-reports/earned-rewards-report.md): The Earned Rewards report can give you details about participants who have earned rewards in a specific program or campaign. By analyzing this report, you can gain a clear understanding of who has been rewarded, the statuses of those reward… - [Friend Conversion Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/rewards-reports/friend-conversion-report.md): The Friend Conversion report provides a detailed list of friend conversions resulting from successful referrals within a specified time period. It allows you to track the success of your referral program, evaluate advocate performance, and… - [Revenue Contribution Report](https://docs.extole.com/guides/dashboards-and-reporting/report-types/rewards-reports/revenue-contribution-report.md): The Revenue Contribution Report shows the amount of a client's revenue that Extole programs have contributed to in comparison to their total revenue. ### Audiences & Segmentation - [Advocate Tiers](https://docs.extole.com/guides/audiences-and-segmentation/advocate-tiers.md): You may think of the advocates that participate in your customer engagement programs as a single, unified group. However, our data gives us the power to create meaningful segments within the advocate group so that each segment can be treate… #### Audience Management - [Existing Customer List Management](https://docs.extole.com/guides/audiences-and-segmentation/audience-management/existing-customer-list-management.md): Usually you want to run campaigns that are targeted to acquire new customers. By having an existing customer list at Extole, you can disqualify any conversions which come through for you existing customers. - [Eligibility Files](https://docs.extole.com/guides/audiences-and-segmentation/audience-management/eligibility-files.md): Running a program that is exclusive to a particular group of people, like a referral program for your employees, means you have to keep your list of eligible program participants up to date. Within Extole, this list of people is likely set… #### My Audiences - [How to Send a Promotional Email to an Audience](https://docs.extole.com/guides/audiences-and-segmentation/my-audiences/how-to-send-a-promotional-email-to-an-audience.md): Whether or not your program is successful depends on how well you promote it. With Extole's Email Audience functionality, you no longer need to rely on fitting a promotional email into your existing marketing schedule—you can do it right fr… - [Interpreting the Network Graph](https://docs.extole.com/guides/audiences-and-segmentation/my-audiences/interpreting-the-network-graph.md): If you've ever taken a look at our Support pages, you may be familiar with what we sometimes refer to as our bubble diagrams. We have been able to provide these graphs that illustrate links between individuals because of the unique data tha… - [Upload and Email an Audience](https://docs.extole.com/guides/audiences-and-segmentation/my-audiences/upload-and-email-an-audience.md): The My Audiences page in your Extole account is your hub for uploading, managing, and emailing audiences. #### Segmentation - [Turning Friends Into Advocates](https://docs.extole.com/guides/audiences-and-segmentation/segmentation/turning-friends-into-advocates.md): Data shows that customers acquired via referral are up to 5x more likely to share. These customers were introduced to your referral program, took advantage of the friend offer, and converted into customers. - [Using Refer-a-Friend Data Beyond Refer-a-Friend](https://docs.extole.com/guides/audiences-and-segmentation/segmentation/using-refer-a-friend-data-beyond-refer-a-friend.md): Refer-a-friend programs not only drive new customer acquisition and significant revenue, they are increasingly how high-quality customers discover and select your brand. An authentic recommendation from a trusted friend rapidly moves consum… - [Advocacy Customer Segments](https://docs.extole.com/guides/audiences-and-segmentation/segmentation/advocacy-customer-segments.md): Marketers segment customers based on a number of factors that usually boil down to “how much do you spend with us?” Important segments may include “visitor” and “purchaser,” or they may identify a customer as “High Average Order Value (AOV)… - [Dive into People - Find Your Super Advocates and Discover Who's New](https://docs.extole.com/guides/audiences-and-segmentation/segmentation/dive-into-people-find-your-super-advocates-and-discover-who-s-new.md): Referral marketing is all about people. It's about your customers advocating your brand, product, or services with their friends and family. Without people, you wouldn't have referrals. That's why Extole makes it easy for you to identify th… - [Converting Advocates to Influencers](https://docs.extole.com/guides/audiences-and-segmentation/segmentation/converting-advocates-to-influencers.md): A benefit of refer-a-friend programs is that they help brands identify customers who also have followers and influence. Extole makes it easy to convert an advocate with reach into an influencer who can drive traffic and generate conversions… ### Rewards Management - [Sending Rewards with Tremendous](https://docs.extole.com/guides/rewards-management/sending-rewards-with-tremendous.md): Learn more about our reward offers available through Tremendous - [Set Up Account Credits for Financial Institutions](https://docs.extole.com/guides/rewards-management/set-up-account-credits-for-financial-institutions.md): Follow these steps to enable account credits as your referral reward for banks and credit unions #### Rules Configuration - [Configuring the Rules of Your Program](https://docs.extole.com/guides/rewards-management/rules-configuration/configuring-the-rules-of-your-program.md): Quality and reward rules are applied to all key events that occur within your Extole programs. These rules can be configured in the My Extole Campaign Editor under the Rules tab. - [Fraud and Anti-gaming Protection](https://docs.extole.com/guides/rewards-management/rules-configuration/fraud-and-anti-gaming-protection.md): Extole employs a sophisticated, AI-powered tool to detect and prevent fraudulent activity from bad actors and broader gaming attempts on your programs. - [Preventing Fraud and Best Practices for Campaign Rules](https://docs.extole.com/guides/rewards-management/rules-configuration/preventing-fraud-and-best-practices-for-campaign-rules.md): Anytime a company is offering a reward or discount, there will inevitably be people trying to get around the rules of the offer to game the system. Because of this fact, Extole has implemented measures to identify fraud so your company is o… - [New Customer Rule](https://docs.extole.com/guides/rewards-management/rules-configuration/new-customer-rule.md): Extole allows you to understand if your referral program is bringing in new customers or bringing existing customers back to spend more. Extole will capture the last purchase date and put it in the consumer profile of anyone who interacts w… #### Reward Fulfillment - [WISMR 101: Understanding Missing Reward Requests](https://docs.extole.com/guides/rewards-management/reward-fulfillment/wismr-101-understanding-customer-reward-inquiries.md) - [Investigating Missing Rewards and Attribution](https://docs.extole.com/guides/rewards-management/reward-fulfillment/how-to-investigate-a-wismr-request.md) - [How to Resend Tango Rewards](https://docs.extole.com/guides/rewards-management/reward-fulfillment/how-to-resend-tango-rewards.md): Check a Tango gift card reward's status, resend it to the same or a corrected email address, and handle rewards stuck in Trying to Fulfill. - [Look Up and Understand Your Program Event Statuses](https://docs.extole.com/guides/rewards-management/reward-fulfillment/look-up-and-understand-your-program-event-statuses.md): As consumers engage with your marketing programs, their actions generate events such as impressions, shares, clicks, registrations, and purchases. All events are scored by our quality rules, and are then either approved or declined based on… - [Approving and Declining Events Workflow](https://docs.extole.com/guides/rewards-management/reward-fulfillment/approving-and-declining-events-workflow.md): As advocates and friends interact with your referral program, their actions generate events such as shares, clicks, registrations, account openings, quote submissions, purchases, and more. All events are scored for suspicious quality and ar… - [How to Manually Create a Referral or other Event](https://docs.extole.com/guides/rewards-management/reward-fulfillment/how-to-manually-create-a-referral-or-other-event.md): In the course of supporting customers and running your referral campaign, you and your support team may need to manually create referrals or other events. - [How to Block Users and Decline Shares](https://docs.extole.com/guides/rewards-management/reward-fulfillment/how-to-block-users-and-decline-shares.md): Your referral marketing program exists to bring in good business, but there are plenty of people out there who don't play by the rules. Extole's quality engine works to catch people who are manipulating a campaign in violation of your progr… - [Troubleshooting a Friend's Referral Discount Not Applying](https://docs.extole.com/guides/rewards-management/reward-fulfillment/troubleshooting-friend-referral-discount-not-applying.md): How to investigate and resolve the common support case where a referred friend's refer-a-friend discount is not applied automatically at checkout. #### Setting up your Rewards - [How to Reward with Tango Gift Cards](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/how-to-reward-with-tango-gift-cards.md): If your company provides a product or services where it doesn't make sense to reward your consumers with a coupon or other discount on the service you provide, you may want to thank them for sharing by giving them a gift card that can be us… - [How to Reward with Salesforce Commerce Cloud](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/how-to-reward-with-salesforce-commerce-cloud.md): You can use the Extole Salesforce Commerce Cloud Cartridge as a reward option. This integration allows you to automatically replenish coupons without the need to upload coupon codes into My Extole. - [How to Reward with Account Credits](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/how-to-reward-with-account-credits.md): Account credits are another way to reward loyal customers who share your site with friends. Account credits can be awarded as discounts, redeemable points or cash. - [How to Reward with Coupons](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/how-to-reward-with-coupons.md): Coupon rewards are a great way to reward your customers while encouraging them to continue shopping, sharing, and loving your products or services. Extole supports the ability to load lists of one-time use coupon codes into the system that… - [Offer Advocates Multiple Gift Card Options](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/offer-advocates-multiple-gift-card-options.md): The reward you give to your consumers should be tailor-made to fit with your brand. Though this will usually be a single coupon, account credits, or a gift card, there are some use cases where you might want to offer them a choice of reward… - [Auto-Applying Multi-Use Coupons](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/auto-applying-multi-use-coupons.md): If your system only has multi-use coupon code capabilities for friends, Extole suggests that you never expose those codes to the consumer, especially if they are static. This helps to avoid multi-use codes from getting posted directly on so… - [General Information About Tango Gift Cards](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/general-information-about-tango-gift-cards.md): Recipients will be sent an Earned Reward Email directly from Tango. The email will contain a link that will take the recipient to the redemption portal. From there, the recipient needs to fill out a form and provide their information for se… - [Using Reward Passes with a Mobile Wallet](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/using-reward-passes-with-a-mobile-wallet.md): We offer the ability for your consumers to add a reward as a pass in their mobile wallets! Advocates and Friends can do this from their earned reward emails. Simply toggle on 'Mobile Wallet Button' and set your 'Mobile Wallet Button Text' i… - [Rewards Overview and FAQ](https://docs.extole.com/guides/rewards-management/setting-up-your-rewards/rewards-overview-and-faq.md): Rewards are a key part of any referral program. Choosing the right reward can improve the overall performance of your program and create a positive experience for your users. This guide will walk through the different reward types that are… ### Strategy & Best Practices - [Create Your Own Customer Facing FAQ](https://docs.extole.com/guides/strategy-and-best-practices/create-your-own-customer-facing-faq.md): As a best practice, we recommend putting together a customer facing Frequently Asked Questions (FAQ) about your Extole program. Your FAQ can be placed in an accessible area on your website and used as an aid to your customer support team so… - [Trigger Advocacy with Seasonal and Burst Promotions](https://docs.extole.com/guides/strategy-and-best-practices/trigger-advocacy-with-seasonal-and-burst-promotions.md): Keep your referral program fresh and fun in your customer’s minds. Seasonal or burst promotions, both of which are limited time offers, can trigger an influx in advocacy shares and friend conversions resulting in both short-term and long-te… #### Tactics & Strategy - [Capturing In-Person Referrals](https://docs.extole.com/guides/strategy-and-best-practices/tactics-and-strategy/capturing-in-person-referrals.md): For credit unions, banks, lenders and other institutions that provide in-person services, it’s essential to make your referral program available not just online, but also at the branch. Extole’s In-Branch Referral Page ensures that staff ca… - [How to Market Your Program](https://docs.extole.com/guides/strategy-and-best-practices/tactics-and-strategy/how-to-market-your-program.md): Best practices for where to add CTAs to market and scale your referral program - [Top-Performing CTA: Implement the Overlay Call-to-Action Across Your Site](https://docs.extole.com/guides/strategy-and-best-practices/tactics-and-strategy/top-performing-cta-implement-the-overlay-call-to-action-across-your-site.md) - [Taking Referrals from Site-to-Store](https://docs.extole.com/guides/strategy-and-best-practices/tactics-and-strategy/taking-referrals-from-site-to-store.md): Use Extole Site-to-Store capabilities to connect the online and in-store experiences of your best customers: your advocates and their friends. Extole enables you to reward offline purchases and give in-store rewards. - [Increasing Activity](https://docs.extole.com/guides/strategy-and-best-practices/tactics-and-strategy/increasing-activity.md): Once we have a working referral program, success can be measured along two dimensions, Participation and Activity. Participation is simply how many (or what percentage) of your customers are active. Activity is how much each participant is… - [Create A Compelling Offer Structure](https://docs.extole.com/guides/strategy-and-best-practices/tactics-and-strategy/create-a-compelling-offer-structure.md): Incentives are an integral part of your referral program and ensuring the right reward amount and the right type of reward are in place is essential. Optimizing the offer structure throughout the lifetime of the program helps identify which… #### Campaign Optimization - [A/B Testing Your Offer](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/a-b-testing-your-offer.md): When you are running an A/B test between two different campaigns to specifically test your offer structure, there are a few additional updates that need to be made. If you are looking for more general information about A/B testing, please r… - [A/B Testing Your Campaign](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/a-b-testing-your-campaign.md): A good referral program drives quality new customer acquisition. A great program activates a significant and broad base of participants. Extole allows you to test messaging, CTAs, rewards, and rules to optimize all aspects of your program. - [How Do I Enable Content Sharing?](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/how-do-i-enable-content-sharing.md): Typically when your customers share, they will be either sharing your entire company or a specific offer to the friend. It's also possible to allow the customers to share information about a specific product or category as the focus of the… - [Optimizing Share Channels](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/optimizing-share-channels.md): Maximizing your program performances means turning every customer, enthusiast, and any other person who interacts with your brand into an advocate who shares your products and services with the people that they think will benefit. - [How Do I Prevent Ad Blockers from Blocking My Extole Experience](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/how-do-i-prevent-ad-blockers-from-blocking-my-extole-experience.md): Would you like to identify 11% more advocates and generate 11% more revenue from refer-a-friend? Extole has a new tag approach to unlock those gains by adjusting a few things to minimize loss from adblockers. The approach involves serving E… - [Boost Share Rates with the Stats Drip](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/boost-share-rates-with-the-stats-drip.md): Right now you might have have a Stats Email that an advocate can manually trigger from the Share Experience. This email can automatically start dripping to advocates after they share and has been seen to improve revenue by 5-7% just by havi… - [Enable and Test Friend Reminder Email](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/enable-and-test-friend-reminder-email.md): One of the channels that an advocate can share your offer and brand with their friends is via email. Because some friends may not click on the offer in that original email, Extole has a feature that will enable a reminder email to be sent t… - [Mail After Purchase - Asking for a Referral When It Matters](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/mail-after-purchase-asking-for-a-referral-when-it-matters.md): One of the most powerful ways to market your refer-a-friend program is right after your customers have purchased. A share experience on the Order Thank You page sparks action because your customers are eager with anticipation, happy with yo… - [Optimizing your Referral Program](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/optimizing-your-referral-program.md): Your My Extole dashboard can provide a lot of insights into the performance of your program. Are advocates clicking on your CTAs, but not sharing? Are friends signing up, but not converting? These are variables that can be tested and optimi… - [Using Promotion Badges](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/using-promotion-badges.md): While we work tirelessly to direct your program emails to your customers' primary inboxes, we cannot guarantee where an email will land. Email services like Gmail have not released the criteria they consider when developing the algorithms t… - [Why You Should Pop-up Your Advocate Share Experience](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/why-you-should-pop-up-your-advocate-share-experience.md): A dedicated landing page with an in-page share experience, also known as a dedicated sharing page, is a great way to start driving referrals, but there's a better way for you to reach peak performance. A pop-up share experience that appears… - [Invite Customers to Share Post-Purchase](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/invite-customers-to-share-post-purchase.md): Asking for a referral right after a customer makes a purchase is extremely effective; this request touches them when they are happy and connected to your brand. They are on a buyer's high! - [What to Do About a High Acquisition Rate](https://docs.extole.com/guides/strategy-and-best-practices/campaign-optimization/what-to-do-about-a-high-acquisition-rate.md): When a high acquisition rate is a healthy funnel vs when a few advocates are inflating it — and how to isolate those people into an Ambassador program. ### Notifications & Troubleshooting - [Managing Your SSL Certificates](https://docs.extole.com/guides/notifications-and-troubleshooting/managing-your-ssl-certificates.md): See https://docs.extole.com/docs/manage-your-ssl-certificate #### Platform & Admin - [How do I view Extole System Status and subscribe to Extole Updates?](https://docs.extole.com/guides/notifications-and-troubleshooting/platform-and-admin/how-do-i-view-extole-system-status-and-subscribe-to-extole-updates.md): How to subscribe to Extole status updates and view historical uptime. - [Why is the from email @email.referral-mail.com? - Gmail Friendly From Changes](https://docs.extole.com/guides/notifications-and-troubleshooting/platform-and-admin/why-is-the-from-email-email-referral-mail-com-gmail-friendly-from-changes.md): Gmail has unilaterally decided to change its DMARC policy, which means that Referral Emails sent using gmail.com in the from address, will have to originate from Gmail's infrastructure: - [How can I Whitelist My Extole in uBlock Origin?](https://docs.extole.com/guides/notifications-and-troubleshooting/platform-and-admin/how-can-i-whitelist-my-extole-in-ublock-origin.md): The Ad Block Chrome Extension, uBlock Origin, has added extole.io into the list of sites that it blocks. This does not impact customer-facing programs, since these program run under a branded domain. Unfortunately, this does impact successf… - [Extole Browser Support](https://docs.extole.com/guides/notifications-and-troubleshooting/platform-and-admin/extole-browser-support.md): Extole aims to support all modern desktop and mobile browsers across different operating systems. Extole continually reviews browser market share as well as our support for different browsers. This article details our currently supported br… - [Login Troubleshooting Tips](https://docs.extole.com/guides/notifications-and-troubleshooting/platform-and-admin/login-troubleshooting-tips.md): If you are experiencing errors when logging into your Extole dashboard, below are some tips to help you resolve this issue. - [Subscribing to My Extole Notifications](https://docs.extole.com/guides/notifications-and-troubleshooting/platform-and-admin/subscribing-to-my-extole-notifications.md): In your My Extole account, you can manage your subscription to in-app notifications. Just click on your account in the bottom left corner to open the menu and select Notifications. On this page, you will see all recent notifications or an e… - [What to do When you Get a Notification](https://docs.extole.com/guides/notifications-and-troubleshooting/platform-and-admin/what-to-do-when-you-get-a-notification.md): For any given notification, we recommend you view it at https://my.extole.com/notifications. There, you can view more details about the notification and optionally snooze it for up to 30 days in the future. #### Troubleshooting - [Quick Troubleshooting Guide](https://docs.extole.com/guides/notifications-and-troubleshooting/troubleshooting/quick-troubleshooting-guide.md): This document is meant to be a quick reference guide to troubleshooting common issues. All steps should be followed sequentially in order to ensure the settings have been properly configured. ### Compliance & Policies - [ADA Compliance](https://docs.extole.com/guides/compliance-and-policies/ada-compliance.md): For our customers' marketing programs, Extole provides baseline templates that have been audited for ADA compliance. As part of the implementation process, Extole customizes the templates based on brand-specific fonts, colors, imagery, and… - [Data Processing Agreement](https://docs.extole.com/guides/compliance-and-policies/data-processing-agreement.md): Extole is a certified under the EU-U.S. Privacy Shield Frameworks. You can see the Extole Privacy Shield certification at: Extole, Inc. Privacy Shield (Active) - [Data Subject Rights](https://docs.extole.com/guides/compliance-and-policies/data-subject-rights.md): See https://docs.extole.com/docs/gdpr-ccpa - [Extole Cookie Handling](https://docs.extole.com/guides/compliance-and-policies/extole-cookie-handling.md): Extole drops a minimum number of cookies as part of the handling of the referral program. Cookies are designed to be specific to your program and your site and are not used in any cross-site capacity. ### User Management - [Access Multiple Instances](https://docs.extole.com/guides/user-management/access-multiple-instances.md): Extole’s enterprise account capabilities are great for companies that have many sub-brands, agencies supporting multiple clients, and franchise organizations. With enterprise accounts, a central team can access all sub-brand accounts while… #### Managing Users - [Deleting Team Members](https://docs.extole.com/guides/user-management/managing-users/deleting-team-members.md): As your team changes, you will need to remove users who no longer need access to your dashboard. To remove users, follow the steps below. - [Okta Single Sign-On to My Extole](https://docs.extole.com/guides/user-management/managing-users/okta-single-sign-on-to-my-extole.md): My Extole supports a wide range of services for SSO. In order to connect Okta to My Extole, you'll use an OpenID Connect (OIDC) identity provider using the following steps. - [Creating an Extole Account](https://docs.extole.com/guides/user-management/managing-users/creating-an-extole-account.md): You just received an email inviting you to get started with Extole. You'll need to follow these three easy steps: - [Inviting Team Members](https://docs.extole.com/guides/user-management/managing-users/inviting-team-members.md): Once you have completed the Extole registration process and your account has been created, you may invite your team members to join. - [Managing Your Extole Users](https://docs.extole.com/guides/user-management/managing-users/managing-your-extole-users.md): This article provides you with all of the information necessary to invite coworkers to your My Extole account. In addition, you can also learn how to add users, delete users, edit users, reset passwords, and so on. - [User Roles & Permissions](https://docs.extole.com/guides/user-management/managing-users/user-roles-permissions.md): Extole’s user roles are great for organizing your team members and managing access within your Extole account. In particular, roles can help you delegate work across your team by focusing account access for specific members based on their p… ### Flow Campaigns - [Flow Campaigns](https://docs.extole.com/guides/flow-campaigns/index.md): Use Extole's Flow Builder to set up and manage campaigns. - [How to Create a Reward That Triggers on Event Data](https://docs.extole.com/guides/flow-campaigns/how-to-create-a-reward-that-triggers-on-event-data.md) - [How to Set Up Bonus Rewards on a Specific Referral Count (2nd, 3rd, 5th, etc.)](https://docs.extole.com/guides/flow-campaigns/how-to-set-up-bonus-rewards-on-a-specific-referral-count-2nd-3rd-5th-etc.md): Set up bonus rewards when advocates generate multiple referrals in a campaign - [Change the Reward on your Program](https://docs.extole.com/guides/flow-campaigns/change-the-reward-on-your-program.md): Update the reward on your campaign from the Flow Builder - [Common Trigger Rules](https://docs.extole.com/guides/flow-campaigns/common-trigger-rules.md): Understand the trigger rules available when building campaigns on Flow Builder - [Configure Common Reward Scenarios for Credit Unions and Banks](https://docs.extole.com/guides/flow-campaigns/configure-common-reward-scenarios-for-credit-unions-and-banks.md): 💡 Important Note: This guide only applies to flow campaigns that use Extole's upgraded Flow Builder. Check for the flow icon next to your campaign name. - [Default Business Event Quality Rules](https://docs.extole.com/guides/flow-campaigns/default-business-event-quality-rules.md): Guide to the common business event quality rules you can enable on your program - [How to Add a Coupon Reward to Your Referral Program](https://docs.extole.com/guides/flow-campaigns/how-to-add-a-coupon-reward-to-your-referral-program.md): Add coupon rewards and configure reward emails on your referral program - [How to Add a New Business Event](https://docs.extole.com/guides/flow-campaigns/how-to-add-a-new-business-event.md): Add a new business event to your flow campaign via Extole's upgraded Flow Builder. - [How to Add a New Reward](https://docs.extole.com/guides/flow-campaigns/how-to-add-a-new-reward.md): Add a new reward to your campaign using Extole’s upgraded Flow Builder. - [How to Add a Promotion Email or Onsite CTA](https://docs.extole.com/guides/flow-campaigns/how-to-add-a-promotion-email-or-onsite-cta.md): Promote your campaign with promotional emails or a new onsite or in-app call to action via Extole's upgraded Flow Builder. - [How to Approve Failed Rewards](https://docs.extole.com/guides/flow-campaigns/how-to-approve-failed-rewards.md): Investigate and approve failed rewards on behalf of your customers in Extole's User Support for flow campaigns. - [How to Issue a Manual Reward](https://docs.extole.com/guides/flow-campaigns/how-to-issue-a-manual-reward.md): Create manual rewards on behalf of your customers in Extole's User Support for flow campaigns. - [How to Set Up a Reward](https://docs.extole.com/guides/flow-campaigns/how-to-set-up-a-reward.md): Set up and change rewards using Extole’s upgraded Flow Builder. - [How to Set Up a Tango Gift Card Reward](https://docs.extole.com/guides/flow-campaigns/how-to-set-up-a-tango-gift-card-reward.md): Set up or change Tango gift card rewards using Extole's upgraded Flow Builder. - [How to Set Up Business Event Rules](https://docs.extole.com/guides/flow-campaigns/how-to-set-up-business-event-rules.md): Customize the existing business rules of your flow campaign or add new rules to business events via Extole's Flow Builder. - [How to Set Up Reward Rules](https://docs.extole.com/guides/flow-campaigns/how-to-set-up-reward-rules.md): Configure reward rules to ensure the right people are getting rewarded using Extole’s upgraded Flow Builder. - [How to Target a Program](https://docs.extole.com/guides/flow-campaigns/how-to-target-a-program.md): Set up program targeting using Extole’s upgraded Flow Builder.