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Product Docs

  • Extole Overview
    • What is Extole?
    • Your Team at Extole
    • Terms You Should Know
  • Product Overview
    • Integration & Launch
      • Integration Overview
      • Quick Integration
      • Sending Data to Extole
      • Receiving Data from Extole
      • Rewarding
      • Launch FAQs
      • Enterprise Accounts & User Roles
      • Creative Content
    • Programs
      • Refer a Friend
      • Welcome Offer
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      • Friends & Family
      • Drop a Hint
      • Sweepstakes
      • Nomination
      • Offer
      • International Programs
    • Content
      • Emails
      • Experiences
      • Promotions & Marketing
    • People
      • Audiences
      • My Audiences
      • Advocate Tiers
    • Events
      • Events Overview
      • Referral Events
      • Non-referral Events
      • In-Person Referrals
    • Rewards
      • Rewards Overview
      • Rules & Quality
    • Data
      • Data Overview
      • Reports
    • Security & Compliance
      • ADA Compliance
      • GDPR / CCPA
      • ISO 27001 Certification
      • Cookie Handling
  • Best Practices
    • Rewarding Best Practices
      • Referral Reward Strategy: Retail
      • Referral Reward Strategy: Financial Services
      • A/B Testing
      • Limited Time Bursts

Technical Docs

  • Integration Overview
    • Integrating with Extole
    • Key Concepts
  • Platform Integrations
    • JavaScript SDK
      • Advanced Concepts
      • FAQs
    • Mobile SDKs
      • Android SDK
      • iOS SDK
      • React Native SDK
      • Deep Link Integrations
    • REST APIs
      • Headless and Mobile API
      • Errors
      • API References
      • Asynchronous Reporting API
    • Files
      • Extole SFTP Server
      • External SFTP Servers
      • General File Uploads
      • File-based Events
      • Audience Files
    • Webhooks
      • Webhook Creation
      • Reward Webhooks
    • Data Analysis & Visualization
    • Extensions
      • Reward Bank
      • Event Streams Overview
  • Partners
    • Account Opening
      • Clutch
    • Appointment Management
      • Boulevard (BLVD)
    • Automations
      • Zapier
    • Customer Data
      • Amplitude
      • Segment
    • CRM
      • Extole to Salesforce CRM
      • Hubspot
      • Salesforce CRM to Extole (Apex and Flows)
      • ServiceTitan
    • Digital Banking
      • Alkami
      • Banno (Jack Henry)
      • Candescent (NCR Digital Insight)
      • Q2
    • eCommerce
      • BigCommerce
      • Salesforce Commerce Cloud (SFRA)
      • Salesforce Commerce Cloud (Site Genesis)
      • Shopify Hydrogen
      • Shopify Plus
    • Experimentation
      • Optimizely
    • Loyalty
      • SessionM
    • Marketing Automation
      • Adobe Marketo Engage
      • Attentive
      • Braze
      • Cordial
      • Iterable
      • Klaviyo
      • Listrak
      • Optimove
      • Salesforce Marketing Cloud
    • OTT Platform
      • Vimeo OTT + Zapier
    • Rewards and Payments
      • BHN (Blackhawk Network)
      • Tremendous
    • Tag Management
      • Ensighten
      • Google Tag Manager
      • Tealium
  • Solutions
    • Extole Solution Guides
      • Financial Services
      • Lead Generation
      • Membership & Loyalty
      • Banking / Credit Unions
      • Retail
      • Subscription
    • Go Extole Field Team App
  • Operational Tasks
    • Security & Compliance
      • Data Erasure Requests
      • Right to Access Requests
      • Manage Your SSL Certificate
      • Verifying Consumers
    • Account Configuration
      • Develop Behind Your Firewall
      • Extole DNS Requirements
      • Generate Long-lived Access Tokens
      • My Extole Single Sign On
      • Opt-out List Management
      • Recent Customer Purchase Upload
      • Extole Help
    • Program Testing
      • Exclude Test Data from Analytics
      • A/B Test Your Offer
      • A/B Test Your Program
  • Flow Campaigns
    • Flow Builder

Guides

  • Platform Overview
    • Key Concepts
      • Understanding Participation Rate
      • Acquisition Rate
      • What is the Value that Extole Delivers?
      • How Does Extole Recognize Advocates?
      • Referral Marketing Glossary
    • Implementing your Referral Program
      • Program and Campaign Flows
      • Creating CTAs
      • Technical Items
    • Getting Started with Extole
    • Go-Live QA Checklist
    • Introducing My Extole
    • Leveraging User Support Pages
    • Meet Cate: Your 24/7 Program Assistance Chatbot
    • Programs vs. Campaigns
    • Referral Program QA Guide for Marketers
    • Exploring the Programs Page
    • Exploring the Reports Page
    • Add a Promotion (Onsite Call-to-Action or Marketing Email)
    • Extole Opt-In/Opt-Out Sync Guide
    • Manually Uploading Events to Extole
    • Program and Campaign Dashboards
    • Set Up Dynamic Eligible Audience Files
    • Tracking Referrals via Tags vs. Email Capture
    • Uploading an Eligibility Audience File via SFTP
  • Programs & Campaigns
    • Campaign Creation & Editing
      • Using Extole's Campaign Editor
      • Enable Friend Email Capture for Opt Ins
      • How Do I Clone an Existing Campaign?
      • Implement Fonts Across Your Creatives
      • Creative Customizations
    • Asset Guides
      • Social Media Share Creative Elements
      • Creative Image Asset Guide
      • Drop a Hint Asset Guide
      • Nomination Asset Guide
      • Sweepstakes Asset Guide
      • Welcome Offer Asset Guide
      • Friends & Family Asset Guide
      • Advocate Invite Email
      • Advocate Stats Email
      • Earned Reward Emails
      • Friend Landing Experience
      • Pending Reward Email
      • Share Email & Reminder
      • Share Experience
      • Welcome Email
    • International Programs
      • Adding Languages to International Programs
      • International Programs
      • Configuring an International Program
    • Other Acquisition and Engagement Programs
      • Sweepstakes Program
      • Launch a Credit Union Welcome Offer
      • Agent Programs
      • Run Targeted Super Advocate Programs
      • Campaigns for Selected Audiences
      • Welcome Offer Program
      • Launch a Sweepstakes / Giveaway
    • Managing Campaigns
      • Pausing, Ending, and Scheduling Campaigns
      • How to Run A Burst
      • Share Link and Promote Link Behavior
      • How to Push Your Test Campaign Live
      • How to QA Your Referral Program
      • Making Updates to your Campaigns
    • Add an Advocate Stats Dashboard
    • Adding and Removing Share Channels
    • Advocate Share Experience
    • Call-to-Action Creative Elements
    • Choosing Your Advocate Sharing Experience
    • Common HTML Tags for Basic Campaign Editing
    • Editing the Advocate Microsite and Share Experience
    • Go  Extole App Login Guide
    • How to Set Up a Reward for Action Offer Program
    • How to Upload Terms & Conditions
    • My Account Settings
    • Overlay Creative Elements
    • Overlay CTAs and How to Optimize Them for Sharing
    • Reward Bank Redemption Experience
    • Tango Reward Email
  • Dashboards and Reporting
    • Extole Dashboards & Metrics
      • How to Measure and Benchmark Your Referral Program Success
      • The Influencer Program Page
      • How Do I Prevent Testing Data from Appearing in my Analytics Dashboard?
      • Downloadable Reports on Program and Campaign Dashboards
      • Using My Timeline Dates
      • Account Dashboard
    • Integrating Reports
      • SFTP and Batch File Conventions
      • Using Extole's SFTP Server
      • Integrating Extole with Web Analytics
      • Sending Reports to an External SFTP
      • How to Use the Extole Asynchronous Reporting API
    • Configuring Reports
      • Advanced Report Configuration
      • Scheduled Reports
      • Aggregated Reports
      • Understanding How Extole Counts People
    • Report Types
      • Recommended Reports
      • Audience Reports
      • Rewards Reports
    • How to Run a Report
    • CSV Encoding
    • New Customer Contribution Rate Report
    • Paused Reports
    • Person vs. Related Person Columns in Reports
    • Recommended Reports
    • Understanding the “Direct” Promotion Source
    • Visit Type and Quality
  • Audiences & Segmentation
    • Audience Management
      • Existing Customer List Management
      • Eligibility Files
    • My Audiences
      • How to Send a Promotional Email to an Audience
      • Interpreting the Network Graph
      • Upload and Email an Audience
    • Segmentation
      • Turning Friends Into Advocates
      • Using Refer-a-Friend Data Beyond Refer-a-Friend
      • Advocacy Customer Segments
      • Dive into People - Find Your Super Advocates and Discover Who's New
      • Converting Advocates to Influencers
    • Advocate Tiers
  • Rewards Management
    • Rules Configuration
      • Configuring the Rules of Your Program
      • Fraud and Anti-gaming Protection
      • Preventing Fraud and Best Practices for Campaign Rules
      • New Customer Rule
    • Reward Fulfillment
      • How to Investigate a WISMR Request
      • Look Up and Understand Your Program Event Statuses
      • Inform Your Support Team about Your Extole Program
      • WISMR 101: Understanding Customer Reward Inquiries
      • How to Manually Create a Referral or other Event
      • Approving and Declining Events Workflow
      • How to Block Users and Decline Shares
    • Setting up your Rewards
      • How to Reward with Tango Gift Cards
      • How to Reward with Salesforce Commerce Cloud
      • How to Reward with Account Credits
      • How to Reward with Coupons
      • Offer Advocates Multiple Gift Card Options
      • Auto-Applying Multi-Use Coupons
      • General Information About Tango Gift Cards
      • Using Reward Passes with a Mobile Wallet
      • Rewards Overview and FAQ
    • Sending Rewards with Tremendous
    • Set Up Account Credits for Financial Institutions
  • Strategy & Best Practices
    • Tactics & Strategy
      • Capturing In-Person Referrals
      • How to Market Your Program
      • Top-Performing CTA: Implement the Overlay Call-to-Action Across Your Site
      • Taking Referrals from Site-to-Store
      • Increasing Activity
      • Create A Compelling Offer Structure
    • Campaign Optimization
      • A/B Testing Your Offer
      • A/B Testing Your Campaign
      • How Do I Enable Content Sharing?
      • Optimizing Share Channels
      • How Do I Prevent Ad Blockers from Blocking My Extole Experience
      • Boost Share Rates with the Stats Drip
      • Enable and Test Friend Reminder Email
      • Mail After Purchase - Asking for a Referral When It Matters
      • Optimizing your Referral Program
      • Using Promotion Badges
      • Why You Should Pop-up Your Advocate Share Experience
      • Invite Customers to Share Post-Purchase
    • Create Your Own Customer Facing FAQ
    • Trigger Advocacy with Seasonal and Burst Promotions
  • Notifications & Troubleshooting
    • Platform & Admin
      • How do I view Extole System Status and subscribe to Extole Updates?
      • Why is the from email @email.referral-mail.com? - Gmail Friendly From Changes
      • How can I Whitelist My Extole in uBlock Origin?
      • Extole Browser Support
      • Login Troubleshooting Tips
      • Subscribing to My Extole Notifications
      • What to do When you Get a Notification
    • Troubleshooting
      • Quick Troubleshooting Guide
    • Managing Your SSL Certificates
  • Compliance & Policies
    • ADA Compliance
    • Data Processing Agreement
    • Data Subject Rights
    • Extole Cookie Handling
  • User Management
    • Managing Users
      • Deleting Team Members
      • Okta Single Sign-On to My Extole
      • Creating an Extole Account
      • Inviting Team Members
      • Managing Your Extole Users
      • User Roles & Permissions
    • Access Multiple Instances
  • Flow Campaigns
    • Change the Reward on your Program
    • Common Trigger Rules
    • Configure Common Reward Scenarios for Credit Unions and Banks
    • Default Business Event Quality Rules
    • How to Add a Coupon Reward to Your Referral Program
    • How to Add a New Business Event
    • How to Add a New Reward
    • How to Add a Promotion Email or Onsite CTA
    • How to Approve Failed Rewards
    • How to Issue a Manual Reward
    • How to Set Up a Reward
    • How to Set Up a Tango Gift Card Reward
    • How to Set Up Business Event Rules
    • How to Set Up Reward Rules
    • How to Target a Program
  1. Guides
  2. Platform Overview
  3. Implementing your Referral Program

Creating CTAs

Updated 1 day ago


Program and Campaign Flows
Technical Items