Documentation Index
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Extole Documentation home page

GitHub
My Extole Login

Platform Overview

Getting Started with Extole
Go-Live QA Checklist
Introducing My Extole
Preparing Your Support Team for Extole
Leveraging User Support Pages
Meet Cate: Your 24/7 Program Assistance Chatbot
Programs vs. Campaigns
Creating a Program
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
Targeting

Programs & 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

Audiences & Segmentation

Advocate Tiers

Rewards Management

Sending Rewards with Tremendous
Set Up Account Credits for Financial Institutions

Strategy & Best Practices

Create Your Own Customer Facing FAQ
Trigger Advocacy with Seasonal and Burst Promotions

Notifications & Troubleshooting

Managing Your SSL Certificates

Compliance & Policies

ADA Compliance
Data Processing Agreement
Data Subject Rights
Extole Cookie Handling

User Management

Access Multiple Instances

Report Types

Report Types

Recommended Reports — the reports most clients start with.
Audience Reports — lists of people and audience counts.
Rewards Reports — earned, fulfilled, and failed rewards.

To build a report none of these cover, define your own columns with mapping expressions — start from Configurable Report Types and Their Entities.

Entities and Context Available in Extole's Configurable Reporting System

Participation Rate Report

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