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Product Docs

  • Extole Overview
    • What is Extole?
    • Your Team at Extole
    • Terms You Should Know
  • Product Overview
    • Integration & Launch
      • Integration Overview
      • Quick Integration
      • Sending Data to Extole
      • Receiving Data from Extole
      • Rewarding
      • Launch FAQs
      • Enterprise Accounts & User Roles
      • Creative Content
        • Creative Image Asset Guide
    • Programs
      • Refer a Friend
        • Referral Programs for Employees
        • Go Extole Field Team App
        • Refer a Member
      • Welcome Offer
        • Welcome Offer for Credit Unions
      • Ambassador
      • Friends & Family
      • Drop a Hint
      • Sweepstakes
      • Nomination
      • Offer
        • Customer Appreciation Program
      • International Programs
    • Content
      • Emails
      • Experiences
      • Promotions & Marketing
    • People
      • Audiences
      • My Audiences
      • Advocate Tiers
    • Events
      • Events Overview
      • Referral Events
      • Non-referral Events
      • In-Person Referrals
    • Rewards
      • Rewards Overview
      • Rules & Quality
    • Data
      • Data Overview
      • Reports
    • Security & Compliance
      • ADA Compliance
      • GDPR / CCPA
      • ISO 27001 Certification
      • Cookie Handling
  • Best Practices
    • Rewarding Best Practices
      • Referral Reward Strategy: Retail
      • Referral Reward Strategy: Financial Services
      • A/B Testing
      • Limited Time Bursts

Technical Docs

  • Integration Overview
    • Integrating with Extole
    • Key Concepts
  • Extole AI Tools
    • Extole MCP Server
      • MCP Authentication
      • Claude Desktop
      • Claude Code
      • ChatGPT
      • Cursor
      • Codex
      • Microsoft Copilot
      • Glean
      • Gemini Enterprise
    • Extole CLI
      • Claude Desktop
      • Claude Code
  • Platform Integrations
    • JavaScript SDK
      • Advanced Concepts
      • FAQs
    • Mobile SDKs
      • Android SDK
      • iOS SDK
      • React Native SDK
      • Deep Link Integrations
    • REST APIs
      • Headless and Mobile API
      • Errors
      • API References
      • Asynchronous Reporting API
    • Files
      • Extole SFTP Server
      • External SFTP Servers
      • General File Uploads
      • File-based Events
      • Audience Files
    • Webhooks
      • Webhook Creation
      • Reward Webhooks
    • Data Analysis & Visualization
    • Extensions
      • Reward Bank
        • Reward Bank Configuration Guide
      • Event Streams Overview
        • Event Stream Query Language
      • Create Share Link on an Event
  • Partners
    • Account Opening
      • Clutch
    • Appointment Management
      • Boulevard (BLVD)
    • Automations
      • Zapier
    • Core Banking
      • Fiserv DNA
    • Customer Data
      • Amplitude
      • Segment
    • CRM
      • Extole to Salesforce CRM
      • Hubspot
      • Salesforce CRM to Extole (Apex and Flows)
      • ServiceTitan
    • Digital Banking
      • Alkami
      • Banno (Jack Henry)
      • Candescent (NCR Digital Insight)
      • Q2
        • Extole + Q2: Refer a Friend Marketing Kit
    • eCommerce
      • BigCommerce
      • Salesforce Commerce Cloud (SFRA)
      • Salesforce Commerce Cloud (Site Genesis)
      • Shopify Hydrogen
      • Shopify Plus
    • Experimentation
      • Optimizely
    • Loyalty
      • SessionM
    • Marketing Automation
      • Adobe Marketo Engage
      • Attentive
      • Braze
      • Cordial
      • Iterable
      • Klaviyo
      • Listrak
      • Optimove
      • Salesforce Marketing Cloud
    • OTT Platform
      • Vimeo OTT + Zapier
    • Rewards and Payments
      • BHN (Blackhawk Network)
      • Tremendous
    • Tag Management
      • Ensighten
      • Google Tag Manager
      • Tealium
  • Solutions
    • Extole Solution Guides
      • Financial Services
      • Lead Generation
      • Membership & Loyalty
      • Banking / Credit Unions
      • Retail
      • Subscription
    • Go Extole Field Team App
  • Operational Tasks
    • Security & Compliance
      • Data Erasure Requests
      • Right to Access Requests
      • Manage Your SSL Certificate
      • Verifying Consumers
    • Account Configuration
      • Develop Behind Your Firewall
      • Extole DNS Requirements
      • Generate Long-lived Access Tokens
      • My Extole Single Sign On
      • Opt-out List Management
      • Recent Customer Purchase Upload
    • Program Testing
      • Exclude Test Data from Analytics
      • A/B Test Your Offer
      • A/B Test Your Program

Guides

  • Platform Overview
    • Key Concepts
      • Understanding Participation Rate
      • Acquisition Rate
      • What is the Value that Extole Delivers?
      • How Does Extole Recognize Advocates?
      • Referral Marketing Glossary
    • Implementing your Referral Program
      • Program and Campaign Flows
      • Creating CTAs
        • Marketing Tags for Marketers
        • How to Create a Promo Link
        • How to Host Your Own Call-to-Action
      • Technical Items
        • Webhooks
        • Passing all Events to Extole
        • How to Track Referral Revenue Generated by Your Program
        • Delivering Share Messages
        • Program Domain Setup
        • Managing Your Branded URLs
        • Mobile App Sharing