For AI agents: visit https://docs.extole.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Jump to Content
My Extole Login
Github
Home
Documentation
API Reference
Recent Releases
Newsletters
My Extole Login
Github
Log In
Documentation
Search
Log In
Home
Documentation
API Reference
Recent Releases
Newsletters
Understanding the “Direct” Promotion Source
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