Sign inRequest a Demo

Enterprise offer management

Make your welcome offer earn the first order.

Show new visitors an offer, check each sign-up in seconds, and follow it through to the first purchase. Extole AI compares placements and drafts the follow-up for sign-ups who haven't ordered.

Request a DemoSee How It Works
Woman sitting at table talking to friends.
A sign-up form with a Claim offer button and a 15% off coupon
Welcome offer dashboard showing sign-ups and first orders rising over 30 days
Ask Extole
How many welcome-offer sign-ups placed a first order last month?

3,940 of 16,080 sign-ups placed a first order last month, a 24.5% conversion rate.

Welcome Offer Sign-Ups (Last Month)ProcessingDone
Send a reminder after 7 days to sign-ups who haven't ordered.

I drafted a day-7 reminder email for sign-ups who haven't used their code, with the same offer and expiry. It's ready for you to review.

Welcome Reminder Email: Day 7ProcessingDone

AI and Agentic Development

Ask Extole AI which sign-ups become customers.

Compare placements, set the follow-up offer, and review results through chat. Bring your own agents through Extole MCP.

  • Ask Extole AI: Compare placements by first orders, not only sign-ups, then draft a reminder in My Extole, or from Claude, ChatGPT, and Cursor through MCP. Actions follow your Extole permissions.
  • Build with coding agents: Give agents the REST APIs, OpenAPI specs, and SDKs for iOS, Android, and web to build the sign-up into your own forms and app.
  • Operate with the Extole CLI: Trace a sign-up to its first order, inspect events and rewards, and run reports from the command line.
Request a DemoExplore Extole AI →

Flow Builder

Show the offer. Check every sign-up.

Choose where new visitors see the offer, who qualifies, and when the code can be used. Flow Builder connects the placement, the sign-up rules, and the reward without code.

Programs/Welcome Offer/Flow
New Visitor

Capture

Targeting

  • New visitors

Overlay Viewed

Visitor sees the welcome offer

Onsite Promotions

  • Overlay
  • Banner
  • Pop-Up

Sign Up

Targeting

  • Not yet customers

Signed Up

Visitor enters an email address

Quality Rules

  • Is New Customer
  • Valid Email

Actions

  • Publish toWelcome Reward: 15% Off
  • Welcome Email

Welcome Reward: 15% Off

Reward Entries

Caused bySigned Up

Reward Rules

  • One per Customer

Reward Delivery

  • Coupon Code

First Order

Targeting

  • Signed-up visitors

Converted

New customer places a first order

Quality Rules

  • Order of $40+
  • Within 14 Days

Welcome offer capabilities

Capture the right sign-ups. Bring them back to buy.

Put the offer where new visitors look, make sure only real new customers get it, and see what each sign-up is worth.

01

Qualified sign-ups

Reward real new customers in seconds. Keep everyone else out.

  • Instant delivery: Qualified sign-ups get a coupon or new account bonus in their inbox within seconds.
  • Quality rules: Exclude existing customers, repeat email addresses, and disposable domains as each sign-up is captured.
  • Reward rules: Limit one reward per customer, set an expiry date, and stop gaming before a code is issued.
A woman unboxing an order at home, with a welcome email offering 15% off a first order
02

Strategic promotion

Meet new visitors where they already look.

  • Multiple placements: Show the offer in an overlay, a banner, or a pop-up across your landing pages.
  • Engaging calls to action: Match the design and copy to your brand.
  • Every channel: Promote the same offer on your website, in your app, and by email.
A man smiling at an offer on his phone
03

Monitoring and reporting

See what every placement and sign-up is worth.

  • Full-funnel metrics: Track views, clicks, click-through rate, submit rate, and conversion rate.
  • Placement comparison: See which placement brings in the best new customers, or ask Extole AI.
  • Real-time dashboard: Adjust the offer as results come in.
Welcome offer results by placement with views, sign-ups, submit rate, and first orders, and first orders rising
04

Flexible welcome rewards

Offer the incentive that earns a first order.

  • Reward options: Offer a coupon, free shipping, account credit, or a gift with purchase.
  • Test offers: Compare incentives to learn what converts new visitors.
  • Next steps: Follow the welcome offer with referral and loyalty programs on the same platform.
A shopper with bags looking at her phone beside a 15% welcome coupon, its delivery, and her first order
05

APIs, SDKs, and webhooks

Connect sign-ups to your stack.

  • Custom experiences: Build the sign-up into your own forms and app.
  • Conversion tracking: Send first orders and account events from your backend.
  • Webhooks: Send sign-up and reward events to your email platform or CRM.
A first purchase with a welcome code sent to Extole, the order credited to the welcome offer, and webhooks sent to Brightwell

Client results

Credit unions welcoming new members on Extole.

All client stories →

Read how SkyOne and 3Rivers set up their programs and what they returned.

  • SkyOne Federal Credit Union

    SkyOne pairs a sales welcome offer with member referrals.

    Increase In Account Acquisition
    91%
    Higher Conversion Rates
    85%
    Read the story
    SkyOne Visa credit cards

  • 3Rivers Federal Credit Union

    3Rivers Federal Credit Union drives higher sign-up rates.

    Above industry average for signups
    63%
    Above industry average for conversions
    49%
    Read the story
    Fort Wayne, Indiana

See what a first offer can do.

See welcome offer design, Extole AI, and the checks behind every code in a demo built around your goals.

Request a DemoTake a Product Tour