Customer Newsletter | September 2026 | 5 minute read
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Our product team heard your feedback...
...so we made it easier to
view, navigate, and filter your dashboards to assess full-funnel
program performance.
Go to Dashboards
What's new: The revamped dashboard experience
1. Spotlight your KPIs
What's new:
  • Get a digestible overview of program performance at the top of your dashboard with prominent KPI cards displaying high-level metrics
  • Understand metrics in context with sparklines showing change over time
  • Click into each KPI card for an in-depth look at performance over a given time period
Pro tip:
Grouping KPIs together helps you visualize performance across the full funnel, from clicks to shares to conversions, so you can identify where customers may be dropping off.
2. Compare + contextualize your performance
What's new:
  • Annotate performance graphs with important dates, such as the exact date you sent a promo email, launched a new offer, etc.
  • Compare performance across campaigns, promotions, and share channels within each program dashboard
  • See aggregate program performance in the default main dashboard page
Pro tip:
Add timeline dates for launches, promotional emails, reward updates, and tests, then compare across campaigns and metrics to see which changes influenced performance. For wider context, mark relevant holidays or industry sales cycles to see how external factors may have impacted program performance.
3. Navigate with ease
What's new:
  • Toggle between programs in the side menu under "Performance"
  • Click into a specific promotion or campaign in your program dashboard to populate the entire dashboard with those metrics—your program, campaign, or promotion selection is retained in the URL
  • Drop breadcrumbs when you navigate between program- and campaign-level dashboards to make switching back-and-forth easier
Pro tip:
Bookmark or share the URL for a specific program, campaign, or promotion to bring teammates directly to the same dashboard view.
Try in My.Extole
See KPI Benchmarks
 
Shape the product: Voice of the Customer survey
Want to help shape our 2027 loyalty roadmap? Share your thoughts in this short customer survey! ⬇️
Take the "Voice of the Customer" survey (Google Forms link)
Feedback from users like you—whether formal or informal—plays a major role in shaping the features we build, the UI enhancements we make, and the goals we prioritize across our organization. We want to know what your marketing team is focusing on in 2027 and where we can add value.
🎁 The fun part: Your participation makes you automatically eligible to win a $50 Amazon gift card!
Take the Survey
 
Feeling moody? Try the new Dark Mode
How to use Extole in Dark Mode:
If you're the kind of person who sees the creeping chill of Autumn as a welcome respite from Summer sun, the new Extole Dark Mode might be for you. To toggle between modes, click on your profile at the bottom of the leftside menu and select your desired "theme"—Light, Dark, or System. The default "System" mode syncs the platform with your system theme.
 
Integration spotlight: Community First CU x Q2
Florida-based Community First Credit Union enhanced the referral experience for members by embedding Extole directly into its Q2 mobile banking experience. Members can now view and share their referral links in-app—and referrals have increased 300% since launch.
Wherever your customers engage with your brand, the right placement can make taking action easier. Talk to your Customer Success Manager about bringing referral offers into more high-impact moments across your customer journey.
Explore Partner Directory
 
2026 conferences: Come say hello!
We'll be at a few more conferences this Fall and would love to connect. Please reach out if you're in the area—coffee's on us.
September
28-30: Braze Forge (Las Vegas, NV)
October
5-7: Q2 Dev Days (Austin, TX)
19-21: Jack Henry Connect (Kansas City, MO)
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Don't be a stranger!
Have questions about a new feature? Want to share feedback on this newsletter? Just reach out to your CSM or reply to this email—we'll connect you with the right person!
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