| Their cart value is at least $(0). | Set the minimum cart value required in order to issue a reward. The cart value of a conversion is passed to Extole in the conversion tag, conversion API, or conversion file. | Your company’s AOV. For example, the friend’s purchase must be at least $75 for the advocate to be rewarded. If you enable this rule on an event that doesn’t pass cart value, no rewards will be issued. |
| The rewardee has an email address. | This rule ensures reward are only attempted to be sent to people with email addresses. | Because in most cases email is how we deliver a reward, this is enabled by default. |
| The rewardee should be rewarded every “(N)th” qualifying transaction. | You can create a second bonus reward on every nth transaction. For example, you could give an advocate a bonus reward for every five unique friends they drive to purchase. | NA |
| The rewardee identified by their email has earned fewer than (0) rewards… since the last month of (0) (1-12 map to Jan-Dec)… and in the past (0) day(s). | Use this rule to restrict the number of rewards an advocate or friend may earn and to restrict the time period under which the rule applies. Both of these date filters will run and people will only be rewarded when both filters pass. Most commonly this can be used to limit the number of rewards earned in a month or year. | Because we allow for an approval buffer period to catch fraudulent events, we recommend not restricting the number of rewards an advocate can obtain. Instead, use Extole to track these people and create a separate super-advocate or influencer campaign for these users. |
| The rewardee identified by their email has received less than $(0)… since the last month of (0) (1-12 map to Jan-Dec)… and in the past (0) day(s). | Use this rule to restrict the total value of rewards an advocate or friend may earn and to restrict the time period under which the rule applies. Both of these date filters will run and people will only be rewarded when both filters pass. Most commonly this can be used to limit the dollar/currency amount of rewards earned in a month or year. | This rule is usually enabled for cash rewards to keep earned rewards under the tax-reporting amount.Please note that max reward limits apply to all rewards that are configured. If you run a burst campaign, test, or new program, these limits will still apply and not reset. |
| The rewardee has not been awarded for the same relationship before. | Use this rule to ensure that rewards are only being sent to people who have not yet been rewarded for this relationship. | By default, this rule is enabled to prevent advocates from being rewarded for the same friend twice. |
| Allow other person in relationship to refer rewardee. | Enable this rule to allow advocates and friends to refer each other and receive rewards. | By default, this rule is disabled so that friends cannot refer the advocates that referred them. |
| If the parameter named ____ has the value ____ OR matches the regex ____. | This rule allows you to reward based on attributes that are passed Extole on the event. For example, if you only wanted to reward for certain product types, you could pass “product_type” in the conversion tag and if the value is “car” then reward $1000. That means that if the “product_type” passed is not “car” Extole will not trigger a reward. In more sophisticated cases, you can do a regex to support a variety of product IDs, versus just one value. For example: “reward if product_id matches the regex (. ,)?123(,.)” will support the product IDs that support that pattern. | NA |
