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Product Docs
- Extole Overview
- Product Overview
- Best Practices
Technical Docs
- Integration Overview
- Integrating with Extole
- Integration Categories
- Create an Integration with the Management API
- Create the Integration Campaign and Component Model
- Add the Activity and Event Views
- Build an Outbound Library Integration
- Build a Reward Fulfillment Integration
- Map Inbound Partner Events
- Validate and Publish an Integration
- Send Platform Events to Extole
- Key Concepts
- Extole AI Tools
- Platform Integrations
- Partners
- Solutions
- Operational Tasks
Guides
- Platform Overview
- Key Concepts
- Implementing your Referral Program
- 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
- Technical Requirements
- Programs & Campaigns
- Campaign Creation & Editing
- Asset Guides
- Social Media Share Creative Elements
- Creative Image Asset Guide
- Drop a Hint Asset Guide
- Nomination Asset Guide
- Sweepstakes Asset Guide
- Welcome Offer Asset Guide
- Friends & Family Asset Guide
- Advocate Invite Email
- Advocate Stats Email
- Earned Reward Emails
- Friend Landing Experience
- Pending Reward Email
- Share Email & Reminder
- Share Experience
- Welcome Email
- International Programs
- Other Acquisition and Engagement Programs
- Managing 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
- Delivering Share Messages
- How to Create a Promo Link
- How to Host Your Own Call-to-Action
- Managing Your Branded URLs
- Marketing Tags for Marketers
- Mobile App Sharing
- Passing all Events to Extole
- Program Domain Setup
- Tracking Conversions with a Mobile App
- Dashboards and Reporting
- Extole Dashboards & Metrics
- Integrating Reports
- Configuring Reports
- Report Types
- How to Run a Report
- CSV Encoding
- New Customer Contribution Rate Report
- Paused Reports
- Person vs. Related Person Columns in Reports
- Recommended Reports
- Understand Extole Journeys and How to Use Them in Reports
- Understanding the Direct Promotion Source
- Visit Type and Quality
- How to Track Referral Revenue Generated by Your Program
- Reports Based on Locale and Country
- Rewards Reporting
- Audiences & Segmentation
- Rewards Management
- Rules Configuration
- Reward Fulfillment
- WISMR 101: Understanding Missing Reward Requests
- Investigating Missing Rewards and Attribution
- How to Resend Tango Rewards
- Look Up and Understand Your Program Event Statuses
- Approving and Declining Events Workflow
- How to Manually Create a Referral or other Event
- How to Block Users and Decline Shares
- Troubleshooting a Friend's Referral Discount Not Applying
- Setting up your Rewards
- How to Reward with Tango Gift Cards
- How to Reward with Salesforce Commerce Cloud
- How to Reward with Account Credits
- How to Reward with Coupons
- Offer Advocates Multiple Gift Card Options
- Auto-Applying Multi-Use Coupons
- General Information About Tango Gift Cards
- Using Reward Passes with a Mobile Wallet
- Rewards Overview and FAQ
- Sending Rewards with Tremendous
- Set Up Account Credits for Financial Institutions
- Strategy & Best Practices
- Tactics & Strategy
- Campaign Optimization
- A/B Testing Your Offer
- A/B Testing Your Campaign
- How Do I Enable Content Sharing?
- Optimizing Share Channels
- How Do I Prevent Ad Blockers from Blocking My Extole Experience
- Boost Share Rates with the Stats Drip
- Enable and Test Friend Reminder Email
- Mail After Purchase - Asking for a Referral When It Matters
- Optimizing your Referral Program
- Using Promotion Badges
- Why You Should Pop-up Your Advocate Share Experience
- Invite Customers to Share Post-Purchase
- Create Your Own Customer Facing FAQ
- Trigger Advocacy with Seasonal and Burst Promotions
- Notifications & Troubleshooting
- Platform & Admin
- How do I view Extole System Status and subscribe to Extole Updates?
- Why is the from email @email.referral-mail.com? - Gmail Friendly From Changes
- How can I Whitelist My Extole in uBlock Origin?
- Extole Browser Support
- Login Troubleshooting Tips
- Subscribing to My Extole Notifications
- What to do When you Get a Notification
- Troubleshooting
- Managing Your SSL Certificates
- Platform & Admin
- Compliance & Policies
- User Management
- Flow Campaigns
- How to Create a Reward That Triggers on Event Data
- How to Set Up Bonus Rewards on a Specific Referral Count (2nd, 3rd, 5th, etc.)
- Change the Reward on your Program
- Common Trigger Rules
- Configure Common Reward Scenarios for Credit Unions and Banks
- Default Business Event Quality Rules
- How to Add a Coupon Reward to Your Referral Program
- How to Add a New Business Event
- How to Add a New Reward
- How to Add a Promotion Email or Onsite CTA
- How to Approve Failed Rewards
- How to Issue a Manual Reward
- How to Set Up a Reward
- How to Set Up a Tango Gift Card Reward
- How to Set Up Business Event Rules
- How to Set Up Reward Rules
- How to Target a Program
- Technical Docs
- Solutions
Extole Solution Guides
Example Solutions by Vertical
Our solutions guides offer you detailed examples of typical integrations for our most popular verticals. Each guide is meant only as a point of reference to exemplify various steps that are necessary for a successful integration.
Please bear in mind that our integration methods are flexible and can be tailored to fit the needs of your company. The guides, while robust, are meant only as examples and do not show the full range of our customizability.
Available Guides
Updated 3 months ago
Tealium
Financial Services
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