Non-referral Events
Non-referral Business Events
Business events vary across the verticals we serve and the range of programs we offer at Extole. While these events are less standardized than those used for typical referral or engagement programs, the configuration process is the same. Your Extole Implementation Manager will work closely with you to map your customer journey, whether your business is subscription or membership based, account based, and/or quote and policy based.
Non-referral Example Events
If your business falls within the Financial or Customer Services verticals, key events you want to track and reward may include the following:
| Event Name | What Extole Tracks |
|---|---|
| Membership Registered | The number of registrations completed. |
| Account Opened | The number of accounts opened. |
| Account Funded | The number of accounts funded. |
| Quote Submitted | The number of quotes submitted. |
| Policy Purchased | The number of policies purchased. |
| Application Started | The number of applications started. |
| Application Signed | The number of applications signed. |
Updated 12 months ago
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