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Overview

You may think of the advocates that participate in your customer engagement programs as a single, unified group. However, our data gives us the power to create meaningful segments within the advocate group so that each segment can be treated differently. Each advocate segment should ultimately be targeted with unique rewarding and creative experiences tailored to them that make them feel special.

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Count of Successful Advocates Report

Our Count of Successful Advocates report is a great way to learn more about your advocate tiers. You can run this report from our Reports tab or find it on your new Audiences page. This report gives you the number of advocates within a specific segment, and the amount of revenue those advocates have driven for your brand.

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Default Segments

Our default segments are defined as follows:

• Successful Advocates: Someone who has shared and driven 1 high-quality outcome.
• Revenue Drivers: Someone who has shared and driven 2 high-quality outcomes.
• Super Advocates: Someone who has shared and driven 3-9 high-quality outcomes.
• Affiliates: Someone who has shared and driven 10+ high-quality outcomes.

Exporting the report gives you a list of each segment, including:

• How many advocates are in the segment.
• The number of people the segment has influenced.
• The number of actions the segment has influenced; typically these actions are outcomes (e.g., registrations, conversions, account openings, etc.).
• How much revenue the segment has influenced.

For detailed information on the people in each of these segments, please see our Audience Discovery article here.

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Frequently Asked Questions

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How do I get a list of the people in each segment?

Clicking on Audience Discovery from your Audiences page will give you a list of the people in each of the advocate tiers (and more!).

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What is an outcome?

An outcome is dependent on your program and your brand’s vertical. For retail clients, typical outcomes include email captures and conversions. You may be tracking account openings and account fundings if you are a financial service brand, whereas insurance brands may be looking at quote submissions and policy purchases. Subscription brands tend to track registrations and subscription purchases. Whatever the events you want to track and reward, you can do it with Extole!

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What puts someone in a segment during a specific period?

An advocate gets into a segment based on when a referral happened (e.g. they explicitly shared or a friend participated in the program using their link or code), not when the outcomes they’ve driven occurred.

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How can I change my tiers?

When running the “Count of Successful Advocates” report, scroll down to “Advanced”. In the “Tiers” field, you can change the name of any of your tiers as well as the minimum number of outcomes required to put someone into a given tier. Our default tiers are as follows: successful_advocate:1, revenue_driver:2, super_advocate:3, affiliate:10