Before You Begin

• Have your user flow (Figma) on hand - this is your journey map.

• Prepare two email addresses:

  • One for the advocate (referrer)
  • One for the friend (referee)

• If your program has eligibility requirements (like being a member to refer), make sure your test emails have been added to the correct audience before proceeding.
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Step-by-Step QA Instructions

1. Review Your Journey Map

• Open your Figma user flow and use it as your testing checklist.
• Your QA journey should align directly with the mapped flow created with your Implementation Team.

2. Start the Advocate Journey

• Navigate to the Share Experience (e.g., promotion link or CTA in your staging environment).

  • Confirm the CTAs are correct and functional.
  • If you have a microsite, ensure it links properly to your webpage.

3. Generate a Share Link

• Enter your advocate email in the share experience to generate a share link.
• Test each share channel tile (email, Facebook, Messenger, X, etc.) to ensure they function correctly.

4. Test the Referral Flow

• Open a new incognito window.
• Wait 30 seconds after copying the share link to avoid being marked as a self-referral.
• Paste and visit the share link.

5. Complete the Friend Journey

Standard Retail Friend Journey

This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:

Standard Credit Union Friend Journey

This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:

Standard Services Friend Journey

This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:

6. Click Through and Complete Program Actions

• From the success message or the friend reward email or on the friend microsite, click “Get Started.”
• Confirm the “Get Started” button leads to the correct landing page.
• Complete the required actions (purchase, signup, etc.) for your program.

7. Verify Rewards

• After completion, both the advocate and friend should receive their reward emails.

• Check that these emails:

  • Arrive in the correct inbox
  • Display the correct content and links

Additional QA Items

Link Verification

Click and verify the following links throughout the experience:

• How it works
• Terms
• Contact Us
• Privacy Policy

Ensure they all:

• Lead to the correct pages
• Open in the correct format (new tab, modal, etc.)

Email Checks

Make sure all applicable emails are sent as expected, based on the Figma Journey Map.

Default Advocate Emails

• Welcome Email
• Stats Email
• Pending Reward Email
• Reward Email

Default Friend Emails

• Share Email (if sent via email channel)
• Pending Reward Email
• Reward Email

Confirm:

• Subject lines are correct
• Content matches the journey
• CTAs in the emails work correctly

Copy & Creative QA

Extole’s QA does not cover creative or copy, so you are responsible for checking:

• Text accuracy and tone
• Fonts, sizes, and colors
• Brand alignment (logos, imagery, etc.)

Final Checklist Before Sign-Off

• Two unique emails were used
• Journey matched Figma flow
• All emails were received as expected
• All buttons and CTAs worked
• No broken or misdirected links
• All visual and copy elements were reviewed and approved

What do I do if things aren't working!?

• Double check your Program within the Extole Platform to confirm that everything matches your user flow.
• Connect with your tech team to ensure that the tags or links have been added correctly to your page.
• Reach out to your Implementation Team for assistance!