Skip to main content
Use this checklist to validate Advocate and Friend flows before launching a referral program. Complete each section prior to moving your program to production.

​
Advocate Funnel QA

Confirm the Advocate experience functions as expected from click to share.

​
Share Experience and CTAs

  • Confirm all configured CTAs are loading on the correct pages.
  • Confirm the Share Experience pop-up appears when clicking the CTA.
    • Validate behavior across all CTAs like Global Header, Footer, etc

​
Eligibility (Optional)

  • If your program requires audience eligibility, confirm non-eligible users cannot share
  • Validate any exclusion messaging is clear and accurate.

​
Existing Member Experience

  • Confirm an existing member can log into the Share Experience and generate a personal share link.
  • Confirm the member can share through all enabled channels like email, SMS, messenger, etc
  • Confirm the existing member receives the Welcome Email after their first share (if enabled).

​
Friend Funnel QA

Validate the referred Friend journey from referral click through reward fulfillment.
  • Confirm the share link redirects to the correct website destination.
  • Validate referral attribution persists across sessions as expected.

​
Email Capture and Signup

If email capture is required:
  • Confirm Friends can complete email capture through the Friend Landing Experience.
  • Confirm email capture fires the appropriate application or signup tag in Extole’s Event Live View.

​
Event Tracking and Data Flow

  • Confirm conversion, account opening or qualifying events are successfully delivered to Extole via SFTP.
  • Validate file format and processing status.
  • Confirm events are successfully created and visible in My.Extole:
    • Raw events visible in Events Stream
    • Attributed events visible in Events Live View
  • Confirm Pending Reward Emails are successfully delivered (if applicable)

​
Reward Qualification and Fulfillment

  • Confirm rewards are issued to both Friend and Advocate upon qualifying events.
  • Validate that high-quality rules are applied correctly, if applicable.
  • Confirm Earned Reward Emails are successfully delivered.
  • Verify rewards are visible in My.Extole reports.
  • Check dashboard totals and compare against:
    • Events sent to Extole via SFTP
    • Number of rewards earned
Once you’re campaign has been tested, you can schedule your campaign to go live or set it live manually from the campaign dashboard.