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Before You Begin

  • Have your user flow (Figma) on hand - this is your journey map.
  • Prepare two email addresses:
    • One for the advocate (referrer)
    • One for the friend (referee)
  • If your program has eligibility requirements (like being a member to refer), make sure your test emails have been added to the correct audience before proceeding.
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Step-by-Step QA Instructions

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1. Review Your Journey Map

  • Open your Figma user flow and use it as your testing checklist.
  • Your QA journey should align directly with the mapped flow created with your Implementation Team.

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2. Start the Advocate Journey

  • Navigate to the Share Experience (e.g., promotion link or CTA in your staging environment).
    • Confirm the CTAs are correct and functional.
    • If you have a microsite, ensure it links properly to your webpage.
  • Enter your advocate email in the share experience to generate a share link.
  • Test each share channel tile (email, Facebook, Messenger, X, etc.) to ensure they function correctly.

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4. Test the Referral Flow

  • Open a new incognito window.
  • Wait 30 seconds after copying the share link to avoid being marked as a self-referral.
  • Paste and visit the share link.

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5. Complete the Friend Journey

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Standard Retail Friend Journey

This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:

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Standard Credit Union Friend Journey

This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:

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Standard Services Friend Journey

This can have 2 paths based on if you are utilizing the Email Capture feature within the Friend Landing Experience:

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6. Click Through and Complete Program Actions

  • From the success message or the friend reward email or on the friend microsite, click “Get Started.”
  • Confirm the “Get Started” button leads to the correct landing page.
  • Complete the required actions (purchase, signup, etc.) for your program.

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7. Verify Rewards

  • After completion, both the advocate and friend should receive their reward emails.
  • Check that these emails:
    • Arrive in the correct inbox
    • Display the correct content and links

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Additional QA Items

Click and verify the following links throughout the experience:
  • How it works
  • Terms
  • Contact Us
  • Privacy Policy
Ensure they all:
  • Lead to the correct pages
  • Open in the correct format (new tab, modal, etc.)

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Email Checks

Make sure all applicable emails are sent as expected, based on the Figma Journey Map.

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Default Advocate Emails

  • Welcome Email
  • Stats Email
  • Pending Reward Email
  • Reward Email

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Default Friend Emails

  • Share Email (if sent via email channel)
  • Pending Reward Email
  • Reward Email
Confirm:
  • Subject lines are correct
  • Content matches the journey
  • CTAs in the emails work correctly

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Copy & Creative QA

Extole’s QA does not cover creative or copy, so you are responsible for checking:
  • Text accuracy and tone
  • Fonts, sizes, and colors
  • Brand alignment (logos, imagery, etc.)

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Final Checklist Before Sign-Off

  • Two unique emails were used
  • Journey matched Figma flow
  • All emails were received as expected
  • All buttons and CTAs worked
  • No broken or misdirected links
  • All visual and copy elements were reviewed and approved

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What do I do if things aren’t working!?

  • Double check your Program within the Extole Platform to confirm that everything matches your user flow.
  • Connect with your tech team to ensure that the tags or links have been added correctly to your page.
  • Reach out to your Implementation Team for assistance!