The minimum settings to configure in the Campaign Editor to launch a fully functional, branded referral campaign quickly.
Overview
This guide is for launching a referral program as quickly as possible. It covers the settings you must configure in the Campaign Editor in My Extole to brand a referral campaign. Rewards and quality rules still live on the Rules tab — see Configuring the Rules of Your Program.
Configure Overview Settings
In the Campaign Editor, fill out the settings in the Overview tab. These are overview variables because they live in multiple creatives and cascade throughout your campaign.
Configure Creative-Specific Settings
After your overview settings are set, fill out the key settings specific to certain creatives.
Creative
Variables
Earned Reward Email
Heading
Promote Destination
Destination for Clicks on Promotions (if you’re not using an Extole-hosted landing page, this should go to your production environment); Extole-Hosted Experience to Trigger on URL Landing
Share Experience
Share Experience Image; Mobile Share Experience Image; Share Email Message from Advocate; How it Works Message
Stats Email
Email Message
Welcome Email
Email Message
Friend Landing Experience
Success Panel Heading Text
Share Destination
Destination for Clicks on Share Links (where friends land; should direct to your production environment)