Overview

The Successful Advocates Report provides a list of advocates who drove at least one successful outcome, such as a sign-up or purchase. Use this report to identify your top-performing advocates, understand their impact across programs, and segment them for downstream marketing or analysis.

How This Report Can Help You

• Identify advocates who have generated at least one qualifying outcome (e.g., sign-up, purchase, account opening, funding).
• Understand how different advocate segments — such as Successful Advocates, Revenue Drivers, Super Advocates, and Affiliates — are performing across your programs.
• Measure shares, referred friends, successful activities, and influenced revenue per advocate.
• Export advocate data (email, name, partner user ID) for use in CRM or marketing automation workflows.

How to Run the Report

To generate the Successful Advocates Report, follow these steps:

1. Select the appropriate time range for the report.
2. Choose the specific program you want to analyze or select "All" to include all programs in the report.
3. Determine the Successful Events you want to measure, such as friend sign-ups, account creations, conversions, or fundings. By default this is set to Customer which is generally your conversion step.

Report Results

The Successful Advocates Report provides the following information for each advocate:

• Advocate Person ID: Extole’s Unique identifier for the advocate.
• Email: Advocate's email address.
• Partner User ID: The unique ID associated with the advocate, such as a user ID or a member ID.
• First Name: Advocate's first name.
• Last Name: Advocate's last name.
• Person Image URL: URL of the advocate's profile image.
• Most Recent Action Date: Date and time of the advocate's most recent action.
• Advocate Audience: Segment to which the advocate belongs (e.g., Successful Advocates, Revenue Drivers, Super Advocates, or Affiliates).
• Explicit Shares: The number of distinct share actions the advocate has taken
• Referred Friends: The number of distinct friends who have clicked the advocate's link
• Successful Activities: The number of distinct successful events (as defined by your Successful Events filter) attributed to the advocate, counting only new-to-program visits
• Influenced Revenue: The total revenue influenced by the advocate's referrals, summed from the value field of successful events.

Understanding Advocate Audience Tiers

The advocate_audience column classifies each advocate into a named tier based on their successful_activities count. Tiers are configured in the report's advanced parameters and evaluated from highest to lowest — an advocate is assigned the highest tier they qualify for.

Default tier names and thresholds vary by program configuration. To customize tier names or thresholds for your report, contact your Extole team or adjust the tier parameters when configuring the report.