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Overview

The Share Experience is the part of your referral program where Advocates share your offer with Friends. It is a simple interface designed to make sharing quick and easy.

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When it Appears

It shows up when someone enters the referral flow, such as:
  • Clicking a CTA on your website
  • Scanning a QR code on a mailer
  • Receiving a promo email
  • Automatically popping after an order confirmation
It typically appears as a pop-up overlay, but you can also use a standalone microsite or embed the share widget on your site.

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Key Metrics

  • Top promotion sources : Which CTAs drive the most shares
  • Promotion click-throughs : Total clicks from referral promotions
  • Share rate : Percentage of people who share after seeing the offer
  • Share channels : Distribution of email, SMS, social, etc.
  • Click-through rate (CTR) : Clicks divided by shares
  • Share-to-click conversion : How often shares lead to link clicks

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Best Practices

  • Highlight the reward : Make it clear what both Advocates and Friends receive
  • Offer multiple channels : Email, SMS, social, QR code, etc. Different people prefer different ways to share.
  • Keep it focused : Minimize distractions and make “Share” the main action
  • Match your brand : Use your fonts, colors, and logo for a seamless experience

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Editable Elements in Extole

Extole default creatives support the following customization options. If you would like to request other customizations, reach out to your CSM.
  • Headline and subhead text
  • Share channels (SMS, QR, WhatsApp, etc.)
  • Brand styling (logo, colors, fonts)
  • Page format (hosted or embedded)
Check out **Using Extole’s Campaign Editor **to get started.

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Things Not to Miss

  • Add a short How it works section highlighting the main rules of your referral program
  • If you support email sharing, draft a default Advocate share message
  • Include an opt-in checkbox if you want to collect Advocate emails for future marketing

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Testing and Optimization

The Share Experience is a powerful area for A/B testing, where small changes can significantly improve Share Rate. You can experiment with:
  • Headlines : Reward-focused vs. community-focused messaging
  • CTA Language : “Share now” vs. “Invite friends”
  • Reward Framing : Highlighting the Advocate’s reward vs. the Friend’s reward vs. both
  • Layout : Channel ordering (e.g. email first) or emphasizing the Copy Link button
  • Imagery : Lifestyle image or product image
  • Button Style : Color, size, or use of icons on share buttons
  • Dynamic Reward Messaging : “You’ve earned $10—keep sharing to earn more” vs. static copy
Ongoing testing helps uncover what resonates with your audience and enables you to continually optimize for both the volume and quality of referral traffic. Check out more ideas for optimizing your program here.