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2025 Year in Reivew

5 days ago by Extole

Platform Enhancements & New Features

Flow Builder

Extole’s Flow Builder emerged in 2025 as a powerful, no‑code canvas for designing complete referral journeys: marketers can drag‑and‑drop pre‑built templates and triggered events into a visual flow that shows exactly how program participants move through a campaign, including rules, creative experiences, emails and rewards.

Built to make complex programs easier to launch, the tool brings clarity and speed by letting marketers see their entire program in one place, adjust targeting rules and reward structures, and publish campaigns without waiting on tech resources. For brands, this means faster launches, clearer visibility and greater flexibility: campaigns move from idea to execution in weeks instead of months, and teams can test and scale programs with confidence.

Reward Bank

Extole’s Reward Bank is a powerful extension designed to enhance program participation and reward flexibility. It allows participants to accrue and merge referral rewards, leading to more substantial payouts. The feature includes a gamified "Redemption Center" dashboard, offering visibility into reward balances, progress, and redemption history.

Marketers benefit from precise control over key settings, including redemption minimums, reward formats, and more. The Reward Bank supports the stacking of rewards from various events, empowering customers to redeem on their own terms. Comprehensive built-in reporting provides valuable data on participation, accumulation, and redemption patterns to inform optimization efforts.

This versatile tool can be integrated as a standalone page or a widget, and multiple banks can be configured to support different campaigns simultaneously.

Go Extole Field Team App

Go Extole is Extole’s mobile referral app that turns every in‑person customer moment into a growth opportunity. Designed for field professionals—installers, store associates, service reps and other frontline teams—the app puts your referral program in their pocket so they can share offers on the spot via personalized QR codes or links, complete with brand‑aligned messaging. It’s built for both iOS and Android devices and supports multiple programs at once, allowing employees to toggle between campaigns and roles without friction.

For marketers, Go Extole opens new acquisition channels across industries like telecom, home services, retail and real estate by enabling staff to capture referrals during real‑world interactions. The app includes real‑time status dashboards that show which customers were referred, which rewardable steps they’ve taken and the employee’s reward balance, keeping your teams informed and motivated. Whether you’re launching an employee ambassador program or expanding existing referral initiatives, Go Extole delivers a simple, branded and secure way to boost participation, track performance and drive customer‑led growth from the front line.

New Programs

Credit Union Solutions for Member Growth

Credit unions have specialized referral needs and Extole has multiple flows designed precisely with those in mind, each modeled after the most effective credit union flows and built for a quick and impactful launch.

Welcome Offer Program for Credit Unions

Extole's unique Credit Union Welcome Offer program is specifically designed to mirror the flow of top-performing CUs, making implementation simple with its default settings. This streamlined program includes:

  • Tailored Promotional Placements: Designed to effectively capture new members.
  • Automatic Activity Capture: Automatically tracks relevant qualifying activities for reward approval, such as account opening, direct deposit, and debit card usage.
  • Built-in Reminder Emails: Scheduled for optimal points in the user journey to encourage action.
  • Automatic, Safe Reward Delivery: Rewards are automatically sent once the member passes all quality checks and completes the required qualifying events.

Refer A Member

Like the CU Welcome Offer, this tailored Refer a Member program is carefully constructed to match the CU customer lifecycle to guarantee faster launches. This program template contains all the necessary qualifications and quality rules for advocates and new members, and it is pre-equipped with CU-specific experiences and marketing placements. Default flow includes:

  • Three-person referral flow with advocates, credit union employees, and referred members
  • Relevant qualifying activities that can be easily customized
  • Default quality rules tailored for CU referral validation and fraud prevention
  • CU-tailored creative templates, including an in-branch referral experience

In-Branch Referral Tools

Extole’s flow builder supports highly effective offline referral workflows—critical for CUs with strong branch traffic. Marketers can easily add these experiences to their program flows and make creative adjustments as needed, all without additional manual effort.

Ambassador Programs

Choose from three pre-configured ambassador program templates tailored to unique retail use-cases, enabling speedier launches with less need for customization. Each program follows the optimal path for the chosen approval method, reducing complexities while ensuring the necessary events, triggers, and rules are in place.

  • No Approval Flow: No customer-facing application process; ambassadors are hand-selected by the client on a case-by-case basis
  • Auto Approval (Rules-Based): Ambassador membership approved or denied based on customizable dynamic criteria (purchase history, loyalty tier, etc.).
  • Manual Approval: Marketers manually approve or reject applicants from the program page.

Partner Highlights

Retail Solutions with Shopify

Retailers working with Extole benefit from an enhanced Shopify integration that streamlines retail-specific workflows. Pre-built programs and share experience templates cover a range of complex use cases, so intricate customizations are rarely necessary.

Shopify merchants will benefit from:

  • Support for multiple Shopify storefronts all in one place
  • Manage the Shopify Checkout Extension directly within Flow Builder
  • Auto-apply Shopify discounts at checkout for your customers

Q2 Mobile Banking + Extole

Extole is now available as a composable content block in your Q2 mobile banking experience! That means your customers can share their referral link by text, QR code, or social right from your app homepage, no extra steps required.

This new integration makes it easier than ever to turn your app into a major growth channel without heavy lifting from your dev team. Expect frictionless share experiences, improved mobile visibility, customizable messaging, and no-code setup. Simply request the Extole app from the Q2 partner app catalogue, and we'll handle the rest.

Alkami

You can now easily create no-code CTAs and banners within the Alkami admin that lead to a fully integrated in-app sharing experience for your members. This secure connection leverages SSO and JWT to verify member identities, allowing for automated referral tracking and reward generation directly within your mobile and desktop banking platforms.

BHN (Blackhawk Network)

Last year, we expanded our BHN (Blackhawk Network) integration to include a Virtual Closed Loop option, significantly broadening your rewarding capabilities. This enhancement enables seamless fulfillment of Tango’s Disbursement (including PayPal and ACH) and Reward Link solutions, providing your participants with a vast selection of popular eGift cards.

BLVD (Boulevard)

We enhanced our integration with appointment management platform BLVD. You can now forward key events like appointment confirmations and completions to the Extole platform, and reward clients with one-time use gift cards or account credits. Additionally, the integration helps you better understand your audience by segmenting advocates and referred clients directly within the Boulevard platform for future promotions.

Jack Henry Banno

We also launched our integration with Jack Henry's Banno digital banking platform last year. Banno institutions can now seamlessly embed automated referral programs directly into their Banno online and mobile banking applications. By leveraging dashboard cards and external application links, you can provide members with a native, full-screen experience for sharing services and earning rewards.