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Follow this three-step process for integrating Clutch with Extole to automatically attribute, verify, and reward prospects and members when they open an account.

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Prerequisites

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Step 1: Set up URL tracking parameters

To ensure prospects land on the correct page with the necessary tracking data, you’ll need to make the following updates:
  1. Submit a request to your team at Clutch to push the utm_content parameter into your data layer. Map this parameter toadvocate_code in GTM.
  2. In your Extole Flow Campaign, navigate to Share Link Behavior
  3. Set the Destination for Clicks on Share Links to your specific online account URL.
  4. Append the advocate’s referral code to your tracking parameters by updating the utm_content variable with the following value:
utm_content
If you are already using the utm_content parameter, Extole can pass the advocate_code as utm_term instead. Request this customization with your Extole team, then map to the utm_term parameter in your GTM.

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Step 2: Tag your account opening flow

Use Google Tag Manager (GTM) to deploy Extole’s core and event tags. Core tags are used for attribution and serving confirmation messages throughout the OAO flow. Event tags are used to enforce quality rules and track key conversion milestones throughout the account opening process.
Learn more about Extole’s Javascript tags

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Add the Extole core tag to all of your account opening pages

You can find your core tag in the Extole platform (Tech Center > Tag Generator.) It will look something like this: advocate_code

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Add tags to fire events

Fire Extole’s application_submitted tag when the prospect/member completes their application. Use Clutch’s custom event trigger WC - DAO - App Submission. Share Link Behavior

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Step 3: Send account openings from Clutch to Extole via SFTP

Forward your daily export file from Clutch to Extole’s SFTP server to notify Extole of account openings. Extole will extract and process the data for any columns marked in bold in the table below.
Learn how to connect to Extole’s SFTP server.
If you are using Clutch’s in-branch and online account opening products, you can use the daily extract file to track all account opening events for your Extole campaign. If you are only using Clutch for online account openings, you will need to send in-branch openings as a seperate file.