> ## 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.

# Go-Live QA Checklist

> Follow these steps to successfully QA the advocate and friend funnels before setting a campaign live

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](https://docs.extole.com/docs/welcome-email-asset-guide)** after their first share (if enabled).

***

# **Friend Funnel QA**

Validate the referred Friend journey from referral click through reward fulfillment.

## **Referral Link Behavior**

* 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](https://docs.extole.com/docs/friend-landing-experience-asset-guide)**.

* 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](https://docs.extole.com/docs/pending-reward-email-asset-guide)** 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](https://docs.extole.com/docs/earned-reward-emails-asset-guide)** 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](https://docs.extole.com/docs/pausing-ending-and-scheduling-campaigns#h_afd684d4a1)** or set it live manually from the campaign dashboard.