Overview
My Extole is designed to quickly show you the numbers that you need in an easy to use visual way, but sometimes nothing can beat downloading a spreadsheet and crunching the data. This article covers the typical report metrics for a retail Refer A Friend use case. Please note that your metrics may look different than the examples pictured in this article. The events that occur in your business may be things like account openings, quote submissions, application submissions, account fundings, policy purchases, and subscription purchases.Key Exports
- Program Dashboards: You can export all Campaigns, Promotions, Promotions by Day, and Share Channels as CSVs.
- Campaign Dashboards: You can export the Campaign, Promotions, Promotions by Day, and Share Channels as CSVs.
Additional Resources
Export Campaign(s) as CSV (Program & Campaign Dashboards)
Export Campaigns: This shows how your entire program is doing day-by-day, campaign-by-campaign for the date range that you’ve selected. Export Campaign: This shows how a specific campaign is doing day-by-day for the date range that you’ve selected.| Column Name | Description |
|---|---|
| Period Start | The start date for the period (e.g. day, week, month) in which the data in this row was measured |
| Period End | The end date for the period (e.g. day, week, month) in which the data in this row was measured |
| Time Period | The period (e.g. day, week, month) by which the data in this row was measured |
| Program Label | The label of the program that you are analyzing (e.g. refer-a-friend) |
| Campaign ID | The ID of the campaign (e.g. 8675309) in which the data in this row was measured |
| Campaign Name | The name of the campaign in which the data in this row was measured |
| Impressions (#) | Number of impressions on in-app or onsite promotions or Extole-sent emails that have been opened (does not include links posted on social channels or untracked sources) We began counting impressions on Extole-sent emails that consumers opened in May 2020If there are multiple calls to action on the same page, each one counts as an advocate impression |
| Promotion Click-Throughs (#) | Number of clicks on in-app promotions, onsite promotions, email promotions, or promotion links posted on social channels |
| Promotion Click-Through Rate (%) | (Promotion clicks/Impressions) *100. Promotion Click-Through Rate is the ratio of clicks on promotions to impressions on promotions (Impressions does not include links posted on social channels or untracked sources). |
| Shares (#) | Number of shares. Note that each “to:” email address counts as a share. |
| High Quality Shares (#) | If the report is exported and the “Quality Breakdown” filter is selected:Number of shares that are high quality |
| Share Clicks (#) | Number of clicks on share links |
| Share-Through Rate (X) | (Share clicks/Shares)* 100. Share-Through Rate is the ratio of clicks on share links to shares. |
| High Quality Share Clicks (#) OR Rewarded Share Clicks (#) | If the report is exported and the “Quality Breakdown” filter is selected:Number of clicks on share links that are high qualityIf the report is exported and the “Rewarded Breakdown” filter is selected:Number of clicks on share links that have resulted in a friend reward |
| High Quality Share-Through Rate (%) OR Share Click Reward Rate (%) | If the report is exported and the “Quality Breakdown” filter is selected:(High quality share clicks/High quality shares) 100. High Quality Share-Through Rate is the ratio of high quality clicks on share links to high quality shares.If the report is exported and the “Rewarded Breakdown” filter is selected:(Rewarded share clicks/Share clicks) 100. Share Click Reward Rate is the ratio clicks on share links that have resulted in a friend reward to total clicks on share links. |
| Registrations (#) | Number of registrations |
| Registration Rate (%) | (Registrations/Share clicks) *100. Registration Rate is the ratio of registrations to clicks on share links. |
| High Quality Registrations (#) OR New to File Registrations (#) OR Rewarded Registrations (#) | If the report is exported and the “Quality Breakdown” filter is selected:Number of registrations that are high qualityIf the report is exported and the “Visit Type” filter is selected:Number of registrations that are new to fileIf the report is exported and the “Rewarded Breakdown” filter is selected:Number of registrations that have resulted in a friend reward |
| High Quality Registration Rate (%) OR New to File Registration Rate (%) OR Registration Reward Rate (%) | If the report is exported and the “Quality Breakdown” filter is selected:(High quality registrations/High quality share clicks)* 100. High Quality Registration Rate is the ratio of high quality registrations to high quality clicks on share links.If the report is exported and the “Visit Type” filter is selected:(New to file registrations/Share clicks) 100. New to File Registration Rate is the ratio of new to file registrations to clicks on share links.If the report is exported and the “Rewarded Breakdown” filter is selected:(Rewarded registrations/Registrations) 100. Registration Reward Rate is the ratio of registrations that have resulted in a friend reward to total registrations. |
| Advocate Rewarded Registrations (#) | If the report is exported and the “Rewarded Breakdown” filter is selected:Number of registrations that have resulted in an advocate reward |
| Advocate Registration Reward Rate (%) | If the report is exported and the “Rewarded Breakdown” filter is selected:(Advocate rewarded registrations/Registrations) *100. Advocate Registration Reward Rate is the ratio of registrations that have resulted in an advocate reward to total registrations. |
| Conversions (#) | Number of conversions |
| Conversion Rate (%) | (Conversions/Share clicks)* 100. Conversion Rate is the ratio of conversions to clicks on share links. |
| High Quality Friend Conversions (#) OR New to File Friend Conversions (#) OR Rewarded Friend Conversions (#) | If the report is exported and the “Quality Breakdown” filter is selected:Number of friend conversions that are high qualityIf the report is exported and the “Visit Type” filter is selected:Number of friend conversions that are new to fileIf the report is exported and the “Rewarded Breakdown” filter is selected:Number of friend conversions that have resulted in an advocate reward |
| High Quality Friend Conversion Rate (%) OR New to File Friend Conversion Rate (%) OR Friend Conversion Reward Rate (%) | If the report is exported and the “Quality Breakdown” filter is selected:(High quality friend conversions/High quality share clicks) 100. High Quality Friend Conversion Rate is the ratio of friend conversions that are high quality to clicks on share links that are high quality.If the report is exported and the “Visit Type” filter is selected:(New to file friend conversions/Share clicks) 100. New to File Friend Conversion Rate is the ratio of friend conversions that are new to file to clicks on share links.If the report is exported and the “Rewarded Breakdown” filter is selected:(Rewarded conversions/Conversions) *100. Conversion Reward Rate is the ratio of conversions that have resulted in an advocate reward to total conversions. |
| Value of Rewarded Conversions ($) | If the report is exported and the “Rewarded Breakdown” filter is selected:Sum of revenue from all conversions that have resulted in an advocate reward |
| Shipments (#) | Number of purchases shipped |
| Shipment Rate (%) | (Shipments/Conversions)* 100. Shipment Rate is the ratio of purchases shipped to conversions. |
| Returns (#) | Number of purchases returned |
| Return Rate (%) | (Returns/Shipments) *100. Return Rate is the ratio of purchases returned to purchases shipped. |
| Friend Revenue ($) | Sum of revenue from all friend events |
| High Quality Friend Revenue ()∗∗OR∗∗NewtoFileFriendRevenue() OR Advocate Rewarded Friend Revenue ($) | If the report is exported and the “Quality Breakdown” filter is selected:Sum of revenue from all friend events that are high qualityIf the report is exported and the “Visit Type” filter is selected:Sum of revenue from all friend events that are new to fileIf the report is exported and the “Rewarded Breakdown” filter is selected:Sum of revenue from all events that resulted in an advocate reward |
| Friend Rewarded Friend Revenue ($) | If the report is exported and the “Rewarded Breakdown” filter is selected:Sum of revenue from all events that resulted in a friend reward |
| Advocate Redeemed Reward Revenue ($) | If the report is exported and the “Rewarded Breakdown” filter is selected:Sum of revenue from all events that used an advocate reward |
| Friend Redeemed Reward Revenue ($) | If the report is exported and the “Rewarded Breakdown” filter is selected:Sum of revenue from all events that used a friend reward |
Export Promotions (by Day) as CSV (Program & Campaign Dashboards)
This shows how the promotional placements are doing for your program or for a specific campaign for the date range that you’ve selected.| Column Name | Description |
|---|---|
| Period Start | The start date for the period (e.g. day, week, month) in which the data in this row was measured |
| Period End | The end date for the period (e.g. day, week, month) in which the data in this row was measured |
| Time Period | The period (e.g. day, week, month) by which the data in this row was measured |
| Program Label | The label of the program that you are analyzing (e.g. refer-a-friend) |
| Campaign ID | If the report is exported from the Campaign Dashboard:The ID of the campaign (e.g. 8675309) in which the data in this row was measured |
| Campaign Name | If the report is exported from the Campaign Dashboard:The name of the campaign in which the data in this row was measured |
| Source Type | The type of promotional source by which the data in this row was measured (e.g. link, zone, email) |
| Source | The specific promotional source by which the data in this row was measured (e.g. global-header, mail-after-purchase) |
| Impressions (#) | Number of impressions on in-app or onsite promotions or Extole-sent emails* that have been opened (does not include links posted on social channels or untracked sources) *We began counting impressions on Extole-sent emails that consumers opened in May 2020If there are multiple calls to action on the same page, each one counts as an advocate impression |
| Promotion Click-Throughs (#) | Number of clicks on in-app promotions, onsite promotions, email promotions, or promotion links posted on social channels |
| Promotion Click-Through Rate (%) | (Promotion clicks/Impressions)* 100. Promotion Click-Through Rate is the ratio of clicks on promotions to impressions on promotions (Impressions does not include links posted on social channels or untracked sources). |
| Shares (#) | Number of shares. Note that each “to:” email address counts as a share. |
| High Quality Shares (#) | Number of shares that are high quality |
| Email Opens (#) | Number of views of share emails |
| High Quality Email Opens (#) | Number of views of share emails that are high quality |
| Share Clicks | Number of clicks on share links |
| Share-Through Rate (X) | Share clicks/Shares) *100. Share-Through Rate is the ratio of clicks on share links to shares. |
| High Quality Share Clicks (#) | Number of clicks on share links that are high quality |
| Rewarded Share Clicks (#) | Number of clicks on share links that have resulted in a friend reward |
| High Quality Share-Through Rate (%) | (High quality share clicks/High quality shares)* 100. High Quality Share-Through Rate is the ratio of high quality clicks on share links to high quality shares. |
| Share Click Reward Rate (%) | (Rewarded share clicks/Share clicks) *100. Share Click Reward Rate is the ratio clicks on share links that have resulted in a friend reward to total clicks on share links. |
| Friend Visits (#) | Number of visits to a share destination |
| Friend Rewards (#) | Number of rewards issued to friends |
| Registrations (#) | Number of registrations |
| Registration Rate (%) | (Registrations/Share clicks)* 100. Registration Rate is the ratio of registrations to clicks on share links. |
| High Quality Registrations (#) | Number of registrations that are high quality |
| New to File Registrations (#) | Number of registrations that are new to file |
| Rewarded Registrations (#) | Number of registrations that have resulted in a friend reward |
| High Quality Registration Rate (%) | (High quality registrations/High quality share clicks) *100. High Quality Registration Rate is the ratio of high quality registrations to high quality clicks on share links. |
| New to File Registration Rate (%) | (New to file registrations/Share clicks)* 100. New to File Registration Rate is the ratio of new to file registrations to clicks on share links. |
| Registration Reward Rate (%) | (Rewarded registrations/Registrations) *100. Registration Reward Rate is the ratio of registrations that have resulted in a friend reward to total registrations. |
| Advocate Rewarded Registrations (#) | Number of registrations that have resulted in an advocate reward |
| Advocate Registration Reward Rate (%) | (Advocate rewarded registrations/Registrations)* 100. Advocate Registration Reward Rate is the ratio of registrations that have resulted in an advocate reward to total registrations. |
| Conversions (#) | Number of conversions |
| Conversion Rate (%) | (Conversions/Share clicks) *100. Conversion Rate is the ratio of conversions to clicks on share links. |
| High Quality Friend Conversions (#) | Number of friend conversions that are high quality |
| New to File Friend Conversions (#) | Number of friend conversions that are new to file |
| Rewarded Friend Conversions (#) | Number of friend conversions that have resulted in an advocate reward |
| Value of Rewarded Conversions ($) | Sum of revenue from all conversions that have resulted in an advocate reward |
| High Quality Friend Conversion Rate (%) | (High quality friend conversions/High quality share clicks)* 100. High Quality Friend Conversion Rate is the ratio of friend conversions that are high quality to clicks on share links that are high quality. |
| New to File Friend Conversion Rate (%) | (New to file friend conversions/Share clicks) *100. New to File Friend Conversion Rate is the ratio of friend conversions that are new to file to clicks on share links. |
| Friend Conversion Reward Rate (%) | (Rewarded conversions/Conversions)* 100. Conversion Reward Rate is the ratio of conversions that have resulted in an advocate reward to total conversions. |
| Advocate Rewards (#) | Number of rewards issued to advocates |
| Shipments (#) | Number of purchases shipped |
| Shipment Rate (%) | (Shipments/Conversions) *100. Shipment Rate is the ratio of purchases shipped to conversions. |
| Returns (#) | Number of purchases returned |
| Return Rate (%) | (Returns/Shipments)* 100. Return Rate is the ratio of purchases returned to purchases shipped. |
| Friend Revenue ($) | Sum of revenue from all friend events |
| Advocate Rewarded Friend Revenue ($) | Sum of revenue from all events that resulted in an advocate reward |
| Friend Rewarded Friend Revenue ($) | Sum of revenue from all events that resulted in a friend reward |
| New to File Friend Revenue ($) | Sum of revenue from all friend events that are new to file |
| High Quality Friend Revenue ($) | Sum of revenue from all friend events that are high quality |
| Advocate Redeemed Reward Revenue ($) | Sum of revenue from all events that used an advocate reward |
| Friend Redeemed Reward Revenue ($) | Sum of revenue from all events that used a friend reward |
Export Share Channels as CSV (Program & Campaign Dashboards)
This shows how the share channels are doing for your program or for a specific campaign for the date range that you’ve selected.| Column Name | Description |
|---|---|
| Period Start | The start date for the period (e.g. day, week, month) in which the data in this row was measured |
| Period End | The end date for the period (e.g. day, week, month) in which the data in this row was measured |
| Time Period | The period (e.g. day, week, month) by which the data in this row was measured |
| Program Label | The label of the program that you are analyzing (e.g. refer-a-friend) |
| Campaign ID | If the report is exported from the Campaign Dashboard:The ID of the campaign (e.g. 8675309) in which the data in this row was measured |
| Campaign Name | If the report is exported from the Campaign Dashboard:The name of the campaign in which the data in this row was measured |
| Channel | The specific share channel by which the data in this row was measured (e.g. email, Facebook, Twitter, share link) |
| Impressions (#) | Number of impressions on in-app or onsite promotions or Extole-sent emails that have been opened (does not include links posted on social channels or untracked sources) We began counting impressions on Extole-sent emails that consumers opened in May 2020If there are multiple calls to action on the same page, each one counts as an advocate impression |
| Promotion Click-Throughs (#) | Number of clicks on in-app promotions, onsite promotions, email promotions, or promotion links posted on social channels |
| Promotion Click-Through Rate (%) | (Promotion clicks/Impressions) *100. Promotion Click-Through Rate is the ratio of clicks on promotions to impressions on promotions (Impressions does not include links posted on social channels or untracked sources). |
| Shares (#) | Number of shares. Note that each “to:” email address counts as a share. |
| High Quality Shares (#) | Number of shares that are high quality |
| Email Opens (#) | Number of views of share emails |
| High Quality Email Opens (#) | Number of views of share emails that are high quality |
| Share Clicks (#) | Number of clicks on share links |
| Share-Through Rate (X) | (Share clicks/Shares)* 100. Share-Through Rate is the ratio of clicks on share links to shares. |
| High Quality Share Clicks (#) | Number of clicks on share links that are high quality |
| Rewarded Share Clicks (#) | Number of clicks on share links that have resulted in a friend reward |
| High Quality Share-Through Rate (%) | (High quality share clicks/High quality shares) *100. High Quality Share-Through Rate is the ratio of high quality clicks on share links to high quality shares. |
| Share Click Reward Rate (%) | (Rewarded share clicks/Share clicks)* 100. Share Click Reward Rate is the ratio clicks on share links that have resulted in a friend reward to total clicks on share links. |
| Friend Visits (#) | Number of visits to a share destination |
| Friend Rewards (#) | Number of rewards issued to friends |
| Registrations (#) | Number of registrations |
| Registration Rate (%) | (Registrations/Share clicks) *100. Registration Rate is the ratio of registrations to clicks on share links. |
| High Quality Registrations (#) | Number of registrations that are high quality |
| New to File Registrations (#) | Number of registrations that are new to file |
| Rewarded Registrations (#) | Number of registrations that have resulted in a friend reward |
| High Quality Registration Rate (%) | (High quality registrations/High quality share clicks)* 100. High Quality Registration Rate is the ratio of high quality registrations to high quality clicks on share links. |
| New to File Registration Rate (%) | (New to file registrations/Share clicks) *100. New to File Registration Rate is the ratio of new to file registrations to clicks on share links. |
| Registration Reward Rate (%) | (Rewarded registrations/Registrations)* 100. Registration Reward Rate is the ratio of registrations that have resulted in a friend reward to total registrations. |
| Advocate Rewarded Registrations (#) | Number of registrations that have resulted in an advocate reward |
| Advocate Registration Reward Rate (%) | (Advocate rewarded registrations/Registrations) *100. Advocate Registration Reward Rate is the ratio of registrations that have resulted in an advocate reward to total registrations. |
| Conversion Rate (%) | (Conversions/Share clicks)* 100. Conversion Rate is the ratio of conversions to clicks on share links. |
| High Quality Friend Conversions (#) | Number of friend conversions that are high quality |
| New to File Friend Conversions (#) | Number of friend conversions that are new to file |
| Rewarded Friend Conversions (#) | Number of friend conversions that have resulted in an advocate reward |
| Value of Rewarded Conversions ($) | Sum of revenue from all conversions that have resulted in an advocate reward |
| High Quality Friend Conversion Rate (%) | (High quality friend conversions/High quality share clicks) *100. High Quality Friend Conversion Rate is the ratio of friend conversions that are high quality to clicks on share links that are high quality. |
| New to File Friend Conversion Rate (%) | (New to file friend conversions/Share clicks)* 100. New to File Friend Conversion Rate is the ratio of friend conversions that are new to file to clicks on share links. |
| Friend Conversion Reward Rate (%) | (Rewarded conversions/Conversions) *100. Conversion Reward Rate is the ratio of conversions that have resulted in an advocate reward to total conversions. |
| Advocate Rewards (#) | Number of rewards issued to advocates |
| Shipments (#) | Number of purchases shipped |
| Shipment Rate (%) | (Shipments/Conversions)* 100. Shipment Rate is the ratio of purchases shipped to conversions. |
| Returns (#) | Number of purchases returned |
| Return Rate (%) | (Returns/Shipments) * 100. Return Rate is the ratio of purchases returned to purchases shipped. |
| Friend Revenue ($) | Sum of revenue from all friend events |
| Advocate Rewarded Friend Revenue ($) | Sum of revenue from all events that resulted in an advocate reward |
| Friend Rewarded Friend Revenue ($) | Sum of revenue from all events that resulted in a friend reward |
| New to File Friend Revenue ($) | Sum of revenue from all friend events that are new to file |
| High Quality Friend Revenue ($) | Sum of revenue from all friend events that are high quality |
| Advocate Redeemed Reward Revenue ($) | Sum of revenue from all events that used an advocate reward |
| Friend Redeemed Reward Revenue ($) | Sum of revenue from all events that used a friend reward |