> ## 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.

# Referral Program QA Guide for Marketers

> This guide walks you through how to QA your referral program end-to-end. You will simulate the experience both as the advocate and friend.

## **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.\
  ​

## **Step-by-Step QA Instructions**

## **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.

## **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**.

## **3. Generate a Share Link**

* 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.

## **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.

## **5. Complete the Friend Journey**

## Standard Retail Friend Journey

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

*
*
*
*
*

| **Email Capture Enabled**                                                                                                                                                                | **Email Capture Not Enabled**                                                                     |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
| On the **Friend Landing Experience**, enter your **friend email** (must be different from the advocate email).Check that email for the friend reward.Copy code if utilizing promo codes. | Land on the **Friend Landing Experience** via the share link. Copy Code if utilizing promo codes. |

## 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:

*
*
*

| **Email Capture Enabled**                                                                                                                                          | **Email Capture Not Enabled**                                 |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------- |
| On the **Friend Landing Experience**, enter your **friend email** (must be different from the advocate email).Check that email for the friend reward instructions. | Land on the **Friend Landing Experience** via the share link. |

## Standard Services Friend Journey

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

*
*
*
*
*

| **Email Capture Enabled**                                                                                                                                                                | **Email Capture Not Enabled**                                                                     |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
| On the **Friend Landing Experience**, enter your **friend email** (must be different from the advocate email).Check that email for the friend reward.Copy code if utilizing promo codes. | Land on the **Friend Landing Experience** via the share link. Copy Code if utilizing promo codes. |

## **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.

## **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

# **Additional QA Items**

## **Link Verification**

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.)

## **Email Checks**

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

## **Default Advocate Emails**

* Welcome Email
* Stats Email
* Pending Reward Email
* Reward Email

## **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

## **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.)

## **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

## **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!