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Extole

Heather
  • Updated

Extole is a leading platform for customer referral marketing that helps businesses acquire, retain, and grow their customer base. By integrating Extole with Optimove, businesses can create a personalized and relevant customer experience across all touchpoints.

With Optimove, brands can leverage real-time data from Extole to trigger personalized campaigns across multiple channels. This integration ensures that businesses can reach their customers with the right message, at the right time, and through the right channel.

 

Integration Process

To integrate Extole with Optimove, follow these steps:

  1. Contact your Optimove Customer Success Manager (CSM) to obtain an HTTP endpoint and Track&Trigger (T&T) token. The endpoint URL will be in the format: https://server-xxx.optimove.net/v2/reportServer.
  2. In the Extole dashboard, go to the Security Center page and create a new key. Provide the necessary information for the key, including the Key Name, Key Type (Webhook), Partner Key ID (your T&T token), Algorithm (HS256), and Key (your T&T token).
  3. Share the following information with your Extole CSM:
    • Your Optimove Tenant ID
    • Your Optimove Server-side URL
    • Your Optimove Track&Trigger token
    • Optimove headers to include in each request sent with a Webhook:
      • Content-Type = application/json
      • X-Optimove-Signature-Version = 1
      • X-Optimove-Signature-Content = HMAC-SHA256 of the body
    • Provide a list of events and their structures that you want to report to Optimove. Refer to the common use cases and event structures provided by Optimove.
    • Specify which Extole programs/campaigns you want to report events to Optimove.
  4. After completing the configurations within Extole, navigate to the Event Settings page in the Optimove Portal. Add the events and event parameters, following the provided structure for each event.
  5. Once you enable the Webhook in Extole and configure the events in Optimove, events will start streaming to Optimove. You can view these events in the Event Log and utilize them within the Optimove platform.

 

Please read the following general notes and FAQs

 

General Notes

  1. This integration is a server-side integration, so targeting customers via Optimove's Web pop-up execution channel is not possible.
  2. The CID in Optimove must be the user email address or have a mapping solution in place.
  3. Currently, Extole clients need to submit a request to add/update/delete the event structure they report to Optimove. This process typically takes around 2-3 days. However, Extole is planning to provide a self-serve tool for its customers in the near future.

 

FAQs

Do I need to be a Real-Time Triggers (formerly Track & Trigger) customer to use this integration?
Yes, the integration is currently available only for Real-Time Triggers (formerly Track & Trigger) customers.
If I already have T&T implemented through a different setup, can I use this integration in parallel?
Yes, you can set up the Extole integration in addition to your existing setup.

 

Use Cases

Here are some use cases and their respective event names, parameters, and event structures for reporting to Optimove.

 

Extole Advocate Shared

  1. Use case: Every time an advocate shares with a friend on the Extole widget.
  2. Event name in Optimove: extole_advocate_shared 
  3.  Params:
    • first_name – optional
    • last_name – optional
    • extole_share_link - optional (share.company.com/asuro)
    • extole_advocate - optional (true)
  4. Event structure:
{
"tenant": xxx,
"event": "extole_advocate_shared",
"context": {
"first_name": string,
"last_name": string,
"extole_share_link": string,
"extole_advocate": BOOL
},
"customer": "<EMAIL>" 
}

 

Extole Friend Signed Up

  1. Use case: Every time a referred friend signs up (applies, creates an account, etc).
  2. Event name in Optimove: extole_friend_signed_up
  3.  Params:
    • first_name – optional
    • last_name – optional
    • extole_friend  - optional (true)
  4. Event structure:
{
"tenant": xxx,
"event": "extole_friend_signed_up",
"context": {
"first_name": string,
"last_name": string,
"extole_friend": BOOL
},
"customer": "<EMAIL>" 
}

 

Extole Friend Converted

  1. Use case: Every time a referred friend converts (purchases, transacts, etc).
  2. Event name in Optimove: extole_friend_converted
  3.  Params:
    • first_name – optional
    • last_name – optional
    • extole_friend - optional (true)
  4. Event structure:
{
"tenant": xxx,
"event": "extole_friend_converted ",
"context": {
"first_name": string,
"last_name": string,
"extole_friend": BOOL
},
"customer": "<EMAIL>" 
}

 

Extole Advocate Reward Earned

  1. Use case: Every time an advocate receives their referral reward.
  2. Event name in Optimove: extole_advocate_reward_earned
  3.  Params:
    • first_name – optional
    • last_name – optional
    • extole_advocate - optional (true)
    • extole_coupon_code – optional
    • extole_reward_face_value - optional
    • extole_reward_face_value_type - optional
  4. Event structure:
{
"tenant": xxx,
"event": "extole_advocate_reward_earned",
"context": {
"first_name": string,
"last_name": string,
"extole_advocate": BOOL, 
"extole_coupon_code": string, 
"extole_reward_face_value": Number, 
"extole_reward_face_value_type": string, 
},
"customer": "<EMAIL>" 
}

 

Extole Friend Reward Earned

  1. Use case: Every time a referred friend receives their referral reward.
  2. Event name in Optimove: extole_friend_reward_earned
  3.  Params:
    • first_name – optional
    • last_name – optional
    • extole_friend- optional (true)
    • extole_coupon_code – optional
    • extole_reward_face_value – optional
    • extole_reward_face_value_type - optional
  4. Event structure:
{
"tenant": xxx,
"event": "extole_friend_reward_earned ",
"context": {
"first_name": string,
"last_name": string,
"extole_friend": BOOL, 
"extole_coupon_code": string, 
"extole_reward_face_value": string, 
"extole_reward_face_value_type": string, 
},
"customer": "<EMAIL>" 
}

 

Extole Newsletter Sign Up

  1. Use case: Every time an advocate or a referred friend “opts-in” to marketing communication on an Extole widget.
  2. Event name in Optimove: extole_newsletter_sign_up
  3.  Params:
    • first_name – optional
    • last_name – optional
    • extole_advocate - optional (true)
    • extole_friend - optional (true)
    • opt_in - required (true)
  4. Event structure:
{
"tenant": xxx,
"event": "extole_newsletter_sign_up ",
"context": {
"first_name": string,
"last_name": string,
"extole_advocate": BOOL, 
"extole_friend": BOOL, 
"opt_in": BOOL
},
"customer": "<EMAIL>" 
}

 

Extole Share Link Created

  1. Use case: Every time a new customer makes their first purchase, Extole creates a share link for them.
  2. Event name in Optimove: extole_share_link_created
  3.  Params:
    • first_name – optional
    • last_name – optional
    • extole_share_link - optional (share.company.com/asuro)
  4. Event structure:
{
"tenant": xxx,
"event": "extole_share_link_created ",
"context": {
"first_name": string,
"last_name": string,
"extole_share_link": string,
}'
"customer":"<EMAIL>"
}

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