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Enterprise offer management

Make referral your strongest growth offer.

Use Extole AI and Agentic Tools to design, manage, and optimize referral offers that turn customers into a measurable source of new acquisition.

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Customer working at a laptop while talking on the phone
An advocate with a bullhorn sharing a referral that branches to friends
referral dashboard showing shares and conversions over 30 days
Ask Extole
Who were our top advocates last month?

Your top 50 advocates drove 412 referred orders last month.

Top Advocates (Last Month)ProcessingDone
Give them an extra $25 after five referrals.

I drafted a $25 bonus reward for those 50 advocates, with your reward limits and risk rules. It's ready for you to review.

Advocate Bonus: $25 After 5 ReferralsProcessingDone

AI and Agentic Development

Extole AI. Built for offers. Ready for your agents.

Design offers, configure programs, and analyze results through chat. Bring your own agents through Extole MCP.

  • Ask Extole AI: Plan offers, build audiences, and report results in My Extole, or connect Claude, ChatGPT, and Cursor through MCP. Actions follow your Extole permissions.
  • Build with coding agents: Give agents REST APIs, OpenAPI specs, and SDKs for iOS, Android, and web to build program experiences and integrations.
  • Operate with the Extole CLI: Trace referrals, inspect events and rewards, run reports, and more from the command line.
Request a DemoExplore Extole AI →

Flow Builder

Design the journey. Connect every step.

Choose who sees the offer, what qualifies a referral, and when each reward is earned. Bring audiences, experiences, and rules into one program with Flow Builder’s no-code controls.

Programs/Refer a Friend/Flow
Advocate

Marketing

Targeting

  • Customers with 2+ orders

Promotion Viewed

Advocate sees the offer after checkout

Onsite Promotions

  • Confirmation Page
  • Mobile App

Email Promotions

  • Post-Purchase Email

Share

Targeting

  • Excludes employees

Shared

Advocate refers their friends

Experiences

  • Advocate Share Page

Actions

  • Share Email
Friend

New Customer

Targeting

  • New customers only

Converted

Friend places a first order of $50 or more

Quality Rules

  • Order of $50+
  • Is New Customer

Actions

  • Publish toFriend Reward: $25 Off
  • Publish toAdvocate Reward: $25 Credit

Friend Reward: $25 Off

Reward Entries

Caused byConverted

Reward Rules

  • Reward Limit

Reward Delivery

  • Coupon Code

Advocate Reward: $25 Credit

Reward Entries

Caused byConverted

Reward Rules

  • Risk Evaluation

Reward Delivery

  • Store Credit

Referral capabilities

Build and launch the offer. Manage every detail.

Understand your advocates, shape the experience, and control how rewards are earned and delivered.

01

Advocate profiles

Find the customers who share, influence others, and drive revenue.

  • Customer insight: Use first-party and social network data to understand advocates and their referral activity.
  • Precise audiences: Segment by customer attributes, purchase history, and behavior to engage the right advocates.
  • Real-time reporting: Identify top sharers and revenue drivers, then recognize their contribution with timely rewards.
advocate audience rules and revenue reporting by advocate tier
02

Multichannel. Multilingual. Personalized.

Reach customers in their language, on the channels they use, with offers that fit.

  • Multichannel: Deliver referral offers on your website, in your mobile app, and through email.
  • Multilingual: Localize referral experiences for the markets you serve.
  • Personalized: Tailor referral content and rewards to your audiences, and give advocates personal share codes to track their referrals.
Two friends viewing a personalized referral offer on a phone
03

Targeting and A/B testing

Match each audience to an offer. Measure what changes performance.

  • Audience-specific programs: Configure rewards, content, and rules for distinct segments, with multiple programs running at once.
  • Multiple test variants: Compare creative, incentives, and qualification rules within a program.
  • One dashboard: Manage programs and campaigns together, and compare sharing, conversions, and reward activity.
A/B test comparing referral offers and conversion results
04

Advanced advocacy programs

Give your strongest advocates more reasons to keep recommending you.

  • Bonus and tiered rewards: Recognize continued advocacy with milestones and incentives that grow with participation.
  • Product recommendations: Let customers recommend specific products to their friends.
  • Ambassador campaigns: Engage and reward ambassadors and influencers alongside your referral programs, using Extole’s offer infrastructure.
  • Reward for action: Reward customers for reviews, app downloads, and repeat purchases.
A customer shopping on her phone, showing a product recommendation journey
05

Rewards and fraud controls

Make the incentive compelling. Set the conditions before it pays out.

  • Flexible fulfillment: Automatically deliver coupons, credits, loyalty points, and gift cards through internal and external reward options, including global rewards.
  • Campaign-level control: Tailor and track rewards for each campaign, and test incentives to learn what motivates customers.
  • Qualification and fraud: Apply eligibility rules, reward limits, and risk checks to filter low-quality referrals before fulfillment.
coupon, credit, gift card, and fraud-check options beside a customer looking at her phone
06

APIs, SDKs, and webhooks

Integrate referral into your product and stack.

  • Custom experiences: Build referral offers and sharing into your website or app with APIs and SDKs.
  • Conversion tracking: Send purchase and signup events from your backend. Track mobile referrals with your app-attribution provider.
  • Webhooks: Send share, conversion, and reward events to your systems to update customer records or run your own fulfillment.
A purchase event sent to Extole and referral and reward webhook notifications sent to Brightwell

Client results

Proven in referral. Built for your next offer.

All client stories →

Run your next program on the same customer data, audiences, rules, rewards, and reporting.

  • Ollie logo

    Ollie brings referrals, sweepstakes, and ambassadors together.

    Referral Share Rate
    57%
    Industry Avg. Conversion Rate
    2.3x
    Read the story
    Case study: Ollie optimizes for mobile-first referrals with in-app placements and native sharing.
  • The Sculpt Society logo

    The Sculpt Society turns member referrals into new trials.

    industry average conversion rate for free trials
    2.1x
    above industry average referral share rate
    23%
    Read the story
    The Sculpt Society referral program drives free trial conversion for premium fitness brand.
  • GO2bank logo

    GO2bank improves referral sharing with A/B testing.

    Increased Share Rate On The Best-Performing Test Variation
    6%
    Increased Share Rate Since Evergreen Launch
    5.5%
    Read the story
    A woman paying with a card on her phone

See what your next offer can do.

Explore referral design, Extole AI, and the controls behind delivery in a demo built around your goals.

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