Non-referral Events

Non-referral Business Events

Business events vary across the verticals we serve and the range of programs we offer at Extole. While these events are less standardized than those used for typical referral or engagement programs, the configuration process is the same. Your Extole Implementation Manager will work closely with you to map your customer journey, whether your business is subscription or membership based, account based, and/or quote and policy based.

Non-referral Example Events

If your business falls within the Financial or Customer Services verticals, key events you want to track and reward may include the following:

Event Name	What Extole Tracks
Membership Registered	The number of registrations completed.
Account Opened	The number of accounts opened.
Account Funded	The number of accounts funded.
Quote Submitted	The number of quotes submitted.
Policy Purchased	The number of policies purchased.
Application Started	The number of applications started.
Application Signed	The number of applications signed.

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Non-referral Business Events

Non-referral Example Events

​Non-referral Business Events

​Non-referral Example Events

Non-referral Business Events

Non-referral Example Events