> ## Documentation Index
> Fetch the complete documentation index at: https://doc.extole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Visit Type and Quality

> Understand what visit type and quality mean on your dashboards and in reporting

# Overview

When interpreting your Extole dashboards and reporting, it’s important to understand the concepts of **Visit Type** and **Quality**. These allow you to view your referral performance from different perspectives.

# Visit Type

Extole uses the **Visit Type** filter to display performance data in three distinct ways:

### New to Client

* The participant’s **first time ever** completing a tracked action (such as a purchase) with your brand, across all programs and campaigns—not just Extole.

### New to Program

* The participant’s **first time** completing a specific action within a particular Extole referral program (for example, their first referred purchase for that specific campaign, which may not be their first purchase with your brand).

### All

* **All instances** of the tracked event for a referred friend, including repeat or subsequent actions (e.g., if a customer made 3 purchases after being referred, all 3 purchases are counted). This is a way to track a referral’s lifetime value.

| **Visit Type** | **What It Measures**                         | **When It’s Useful**                                                |
| -------------- | -------------------------------------------- | ------------------------------------------------------------------- |
| New to Client  | First-ever action with your brand            | To track net new customer acquisition                               |
| New to Program | First action in a specific referral campaign | To measure program-specific impact                                  |
| All            | Every tracked action (including repeats)     | To understand all activity by a person initially driven by referral |

## Visit Type in Extole Reporting

By default, Extole uses **New to Program** on friend events (such as Signups, Conversions, New Accounts, etc) on campaign dashboards and in event reports.

**Advocate events** such as Promotion Clicks, Shares, or Share Clicks will use the **All visit type**, as it’s an event that you would want to track every time it’s done.

![](https://extole-5ef307a0e5b1.intercom-attachments-7.com/i/o/syy27wia/1575799854/604ecbccfc5f8407c2b20c13c079/AD_4nXcagHbpSigE8SEzchKW7SGrDMORUuHgShC83ZtMPla0GwnACjzJVktY96jRhqeLD773uERBHWuIMcOgnpy8JjzAkmPJiN9GvJiaDYg3z0tY1c0hP4Gr3h8UNKquNU98ZX35UdmjBw?expires=1778306400\&signature=6f97e53c717fd13e1e9c619668ab4a55b4c96d4c4a42068a8d8cdcb53577f149\&req=dSUgE853lIlaXfMW3nq%2BgbxijYPpNjzhfjLxh804HyoTjouPGt0%2Fi2GkDTiS%0AkM6i8Au2MZOdldxwci%2Fwilv7AOI%3D%0A)

>

> Note: If you are pulling an event or conversion report and it’s not matching the dashboard, check to see if you are using the correct New to Program visit type.

> If you’d prefer to see data on your dashboards using the New to Client or All Visit type, reach out to your CSM to help configure them.

>

# High & Low Quality

> Extole uses Quality filters to provide more insight into which referral events meet reward eligibility and anti-fraud criteria.

>

### High Quality

* Events that pass Extole’s quality and reward rules (for example: different browser/device, unique email, new customer). These actions are eligible for rewards.

### Low Quality

* Events that do not pass Extole’s quality and reward rules (e.g., same browser as advocate, similar emails, or existing customer). These actions are not eligible for rewards.

### All Quality

* All recorded events, regardless of whether they are high or low quality.

>

## Quality in Extole Reporting

> **Why High Quality Matters:** High quality events make sure rewards go to authentic referrals and help maintain program integrity.

>

> **Why All Quality Matters:** Events not rewarded still bring value, for example, if a lapsed customer makes a purchase after being referred, even if they aren’t eligible for a reward. Viewing all activity (not just rewarded activity) can help you measure the broader impact of your referral program.