Extole

Extole, a SaaS company, is an industry leader in refer-a-friend marketing, helping create and optimize effective referral marketing programs to increase customer acquisition.

With the Braze and Extole integration, you can pull customer events and attributes from Extole refer-a-friend and growth programs into Braze, empowering you to create more personalized marketing campaigns that boost customer acquisition, engagement, and loyalty. You can also dynamically pull Extole content attributes, such as personalized share codes and links, into Braze communications.

Prerequisites

Requirement	Description
Extole account	An Extole account is required to take advantage of this partnership.
Braze REST API key	A Braze REST API key with the users.track permission. This can be created in the Braze dashboard from Settings > API Keys.
Braze API URL	Your Braze API URL is specific to your Braze instance.

Use cases

The following use cases showcase a few ways to leverage Extole’s integration with Braze. Work with your Extole implementation and customer success managers to develop an option that fits your company’s specific needs.

• Leverage custom events from your referral and engagement programs to trigger a Braze campaign or Canvas
• Create custom segments, dashboards, and reporting using data from your Extole-powered programs
• Automatically unsubscribe or subscribe users to your marketing list in Braze

Integration

Complete the following steps to quickly get your integration up and running. Your Extole implementation and customer success managers will support you through this process and answer any questions you may have.

Connect to your Braze account

1. Select the Braze integration on the Partners page of your My Extole account.
2. In the Braze integration, select Install to initiate the connection between Extole and Braze.
3. Fill out the required fields, starting with your Braze REST API key.
4. Enter your Braze API URL. This URL depends on which instance your Braze account is provisioned to.
5. Add any Extole events you’d like to send to Braze. The default events, event properties, and user attributes are described in the Extole Events table.
6. Add any reward states you’d like to send to Braze other than the FULFILLED state. Refer to the Extole Rewards table for descriptions of the available reward states.
7. Select your Braze external ID key mapping. This is how Extole updates user profiles in Braze. You can map the Braze external ID key to Extole’s email_address or partner_user_id for the user. We recommend using external_id instead of email_address as it is more secure.
8. Save your settings to complete the connection. Now, Extole events can flow to your Braze account.

Extole program events

Below are the default events, event properties, and user attributes Extole will send to Braze. Reach out to your Extole implementation or customer success managers to identify and add additional Extole events to your integration.

Event	Description	Event Properties	User Attributes
extole_created_share_link	A participant creates their share link by entering their email in the Extole Share Experience.	Event name Event time Partner (Extole) Funnel (advocate or friend) Program	External ID Email Share link
extole_shared	A participant shares their referral link with a friend.	Event name Event time Partner (Extole) External ID Funnel (advocate or friend) Program Share channel	Email First name Last Name
outcome - The outcome is dynamic based on the configuration of your program (such as extole_shipped, extole_converted)	A participant has converted or completed the desired outcome event configured for the program.	Dynamic per program	Email First name Last Name

Extole subscription states

Subscription State	Description	Event Properties	User Attributes
subscribed	A participant has opted-in to receive marketing messages.	N/A	Email List type External ID Email subscribe (opted in)
unsubscribed	A participant has opted-out of receiving Extole email communications.	Email External ID Subscription state (unsubscribed) Subscription group ID	List type

Extole rewards

By default, Extole will send reward events in the FULFILLED state to Braze so you can trigger reward notifications via a Braze campaign or Canvas. Refer to the following table for additional reward states.

Reward State	Description	Event Properties	User Attributes
FULFILLED	The default state. The reward has been assigned a value (such as coupon or gift card) by an Extole reward supplier.	Email Face value Coupon code Face value type	Email First name Last name
EARNED	A reward has been created and associated with a person.	Email Face value Coupon code Face value type	Email First name Last name
SENT	The reward has been fulfilled and has been sent either via email or on a device to the recipient.	Email Face value Coupon code Face value type	Email First name Last name
REDEEMED	The reward has been used by the recipient, as evidenced in a conversion or redemption event sent to Extole.	Email Face value Coupon code Face value type	Email First name Last name
FAILED	An issue has prevented the reward from being issued or sent, requiring attention.	Email Face value Coupon code Face value type	Email First name Last name
CANCELED	The reward has been deactivated and will return to inventory.	Email Face value Face value type	Email First name Last name
REVOKED	The fulfilled reward has been invalidated. For example, Extole requested a supplier gift card and then determined that the card was sent in error. If the supplier supports revoking the reward, Extole will request the funds back, and the reward will no longer be valid.	Email Face value Face value type	Email First name Last name

Customization

Find and create users in Braze

For certain use cases, such as a new email or SMS subscription where Extole does not have an external ID (user ID), Extole can check for the user’s identifier using the Braze Export user profile by identifier endpoint. Extole will add and update any profile attributes if the user exists in Braze. If the request does not return a user profile, Extole will use the /users/track endpoint to create a user alias with the user’s email address as the alias name.

Using this integration

After connecting your accounts, events will automatically begin flowing from Extole to Braze without any action on your part. A live view of events being sent to Braze can be found in Extole’s Outbound Webhook Center for troubleshooting.