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Overview

Located in your My Extole account, our Campaign Editor is a comprehensive tool that allows you to fully customize and configure your Extole program experiences, emails, and promotions (i.e., creatives), as well as quality rules and business logic. The editor is composed of tabs, which may look different depending on the type of campaign you are working on. The following tabs will appear for all Refer A Friend campaigns:

1. Overview: Contains all global variables, such as your company logo, primary URL, terms and conditions copy, and branded colors. Any changes you make in the Overview tab will cascade over to the other tabs below.
2. Advocate: Lists all creatives associated with the advocate side of your program design, such as the Share Experience, Welcome Email, and Stats Email. Each creative has its own set of specific variables that may or may not inherit from your global variables.
3. Friend: Lists all creatives associated with the friend side of your program design, such as the Share Email, Landing Experience, and Earned Reward Email. Each creative has its own set of specific variables that may or may not inherit from your global variables.
4. Marketing: Lists all calls to action (CTAs) enabled to promote your program, such as a confirmation overlay, global header, or mobile menu item. This section also includes any custom promotional emails you added for this campaign, such as a Mail After Purchase email. Each CTA and email has its own set of specific variables that may or may not inherit from your global variables.
5. Rules: Provides access to all campaign rules and conditions pertaining to general events, shares, clicks, rewards, and so on. Rules can be customized for any event in your campaign flow to ensure you are only rewarding the customers you want to be rewarded. Learn more about rules.

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Using the Editor

Nearly every piece of content in your campaign is editable. The Overview tab, as described above, contains global variables that appear on most Extole-hosted experiences, like your company name and URL, your reward amounts, your fonts, copyright text, company address, and so on. It is likely that once you have set up these global variables, you won’t need to change them very often, if at all. In contrast to the list of variables displayed in the Overview tab, the Advocate, Friend, and Marketing tabs each display a set of Extole-hosted experiences such as modal windows, site pages, CTAs, and emails. We often refer to these entities as creatives. Generally speaking, there are three types of creatives. The following examples are from a standard Refer a Friend campaign.

• Emails: Earned Reward Email, Friend Share Email, Advocate Welcome Email, etc.
• Modals or experiences: Microsite, Advocate Share Experience, Friend Landing Experience, etc.
• Marketing placements: These are your Extole-hosted marketing CTAs - Confirmation, Global Header, Global Footer, Product, etc.

Each creative has a pre-configured template to give you a solid starting point for customization. The editor divides the customizable variables for each creative into intuitive categories to make editing each one easier.

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Key Features

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Creative Preview Options

When you select an individual creative, several controls appear at the top of the editor. You can toggle between Mobile View and Desktop View. The Mobile View includes a QR code, which you can scan with any mobile device so see how your creatives look on an actual phone. You can also choose to preview the creative in a new tab, change the language (if applicable), or refresh the creative to reset an experience that has multiple steps.

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Full-screen Editing

In the bottom-left corner of the editor, you can enable full-screen editing. In this mode, the My Extole menu to the left of the editor and the nav items at the top of the page will disappear to give you more space. To return to the normal view, just click the Exit Full Screen button also in the bottom left.

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Preview Assets

If you’d like to see all of your creatives previewed at once, you can click on the Preview Assets button located below the Full Screen option in the bottom left. Clicking the button will open a new tab where you can scroll through all of the creatives. In this view, you have the option to switch between Mobile View and Desktop view for each individual creative or for all creatives. If your campaign has multiple languages, you will also see a dropdown for selecting which language is being displayed in the preview. To return from the Preview Assets page, you can simply close the tab. If you would like to keep the previews open while you work in the editor in another tab or window, you can refresh the creatives by clicking the refresh icon to the right of the mobile and browser icons in the upper right corner.

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Setting Search

Each creative has settings available for you to edit. The settings, displayed in the scrolling right-hand column, can be filtered and searched using the menu that drops down at the top of the column. The search bar allows you to type in keywords like “header” to see settings associated with or containing that term. The menu includes filters to show advanced settings, settings that use or do not use default values, settings with translation, and variants.

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Setting Inheritance

Settings within a campaign can be specific to a particular creative or they can be linked to an Overview or My Account setting. If a setting is connected to a higher-level parent setting, it will have a closed diamond icon. If a setting is disconnected from its parent, it will have a broken diamond icon.

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Disconnecting Settings

To disconnect a setting from its parent, you simply have to edit its value. Changing a setting will also show the impact of your change across other campaigns or creatives that also use that setting. You can click on the impact statement for a more detailed view. You can also view the impact of any setting by selecting the View Impact option in a setting’s kebab menu.

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Reconnecting Settings

To reconnect a setting to its parent, open the kebab menu and select the option to Use Default Value. You can also choose to push your local changes up to the Overview or My Account level by selecting the option to Update “My Account/Overview” Default Value.

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If your account has not been upgraded to our latest editor

The Overview tab hosts all of your global variables, creative-level variables found in the Advocate, Friend, or Marketing tabs may or may not be using those variables’ values. The link icon to the left of each variable indicates whether or not it’s using the value from the Overview tab. If the icon has a slash through it, then it does not use the Overview variable. To break or reestablish usage of a creative-level variable, you can click on the icon.

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Creative Controls

In the left-hand menu of the editor, each creative in the available tabs has a kebab menu when you hover over it. Within the menu you can see if a creative is enabled (disabled creatives are displayed with light gray text at the bottom of the list) and rename that creative by selecting the Rename Zone option. On email creatives, you will see an additional menu option to Send Test Email. Selecting this option will prompt you to enter an email address.

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AI-Powered Variable Translation

If you have an international campaign and need to display different languages for different locations, you can easily translate from English to your desired language in the Campaign Editor. Simply select your language variant(s) by opening the filter menu on the top right of the editor. Once you’ve selected, you’ll see that all variables eligible for translation bear a warning that they have not yet been translated from the English version. You’ll also see a new translate icon, which will translate the English copy to your selected language if you click it.

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Multi-Editor Safe Save

The editor can handle changes applied by multiple users at once. If active user 1 attempts to save changes to variables that active user 2 has recently changed, a panel slides out from the right side of the editor prompting active user 1 to resolve the variable conflicts. The user can choose to apply all of their own changes by clicking My Changes, all of active user 2’s changes by clicking Their Changes, or a combination of both by selecting individual variables from each column.

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Example Scenarios

Below are a few examples that will walk you through typical editing flows. Example 1: Editing header text and image on your advocate share experience.

1. Open the Advocate tab.
2. Select the Share Experience.
3. Find the settings you want to edit. In this example, you would be looking for the settings called Heading Text, Share Experience Image, and Share Experience Image on mobile (check the image dimensions next to the setting name).
4. Once you’ve made your changes, save them by clicking on the blue Apply Changes button in the top right. By applying changes, you are not pushing them live to your website, you are simply saving a new version of the draft.
5. If you are happy with the changes you’ve made and are ready to push them live, click on the Publish Changes button in the top right corner of the page. The changes you made in the Editor will then be reflected on your live website.

Example 2: Editing the friend share email message and subject line.

1. Open the Friend tab.
2. Select the Share Email.
3. Scroll down to the Share Email Subject and Brand Email Message settings and adjust your copy as needed.
4. To save the changes you’ve made, click on the blue Apply Changes button in the top right. By applying changes you are not pushing them live on your website, you are simply saving a new version of the draft.
5. If you are happy with the changes you’ve made and are ready to push them live, click on the Publish Changes button in the top right corner of the page. The changes you made in the Editor will then be reflected on your live website.

Example 3 : Editing the copy of a global footer marketing CTA.

1. Open the Marketing tab.
2. Select the Global Footer.
3. Find the Call to Action Text setting and edit your copy as needed.
4. To save the changes you’ve made, click on the blue Apply Changes button in the top right. By applying changes you are not pushing them live on your website, you are simply saving a new version of the draft.
5. If you are happy with the changes you’ve made and are ready to push them live, click on the Publish Changes button in the top right corner of the page. The changes you made in the Editor will then be reflected on your live website.

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Frequently Asked Questions

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I want to edit my offer for a burst campaign. How do I do that without going through each variable?

The Campaign Editor text variables support the dynamic field functionality. Here is a list of common dynamic fields you might want to use in your campaign for easier editing:

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I want to go back to a previous version of the campaign. How do I do that?

All versions of a campaign are documented in our editing history log. From your Campaign Editor view, click on the dot menu in the upper right corner of the page and select the dropdown option for History. You will be taken to the editing history page where you can choose the campaign version you want to revert to. Click on the three dots to the right of the version and choose the option to Make Latest.

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How do I generate an editable version of the text in the campaign for translation or editing purposes?

From your Campaign Editor view, click on the dot menu in the upper right corner of the page and select the dropdown option for History. Once you’re on the editing history page, click the three dots next to your most recent campaign version and choose the option to Download Translation Copy You can also upload your edited or translated file back to the campaign from your campaign-level dashboard by clicking on the dot menu in the upper right corner of the page and choosing the option to Upload Text Variables. Please note that you can only upload CSV or JSON files with the mandatory columns required for upload.