Getting Started with Extole
This guide will highlight the key concepts and activities that Extole users should feel comfortable with as they scale their program
Key Concepts for Referral Marketing
- How Extole recognizes advocates and attributes referrals
- Impact of marketing plan and reward on program success
- Who to reach out to at Extole for support
- Understand the difference between the visit type and quality filters
Key Activities for Managing your Campaigns
- Duplicate a campaign, apply and publish changes
- Update copy & creative in the Campaign Editor
- Schedule a new campaign to go live
- Understand program performance from your dashboard as compared to benchmarks
- Run recommended reports from the Reports page
- Create a promotion link for new CTAs
- Upload and send emails to Audiences
- Investigate a reward inquiry and understand reasons they may not have been rewarded
These basics should help you easily launch new burst and test campaigns, understand how your program is performing, and get the support you need.
