Customer Newsletter || December 2025 || 5 minute read
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Now live: Industry solutions for credit unions & retailers
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Cut launch timelines in half with industry-specific, pre-built referral flows designed for complex use cases.
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What's new in Flow Builder?
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New pre-built program types, share experiences, and default settings designed for speedy implementation without the back-and-forth.
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New program type:
CU Welcome Offers
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Select this new program type in the campaign menu for a flow pre-filled with relevant events, rules, and experiences modeled after the most effective credit union flows. Designed for a quick and impactful launch. Stick with the default settings, or customize as you see fit!
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New program type:
Refer a Member
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The pre-configured "Refer a Member" program is built to match the credit union customer lifecycle. The flow is designed to handle CU-specific complexities like multiple qualifying events and custom lookback windows. The template even contains an employee flow for in-branch and employee-driven referrals.
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New share experience:
In-branch & printable forms
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We've made credit union-specific share experiences easier to access, customize, and add to your program flow. A new in-branch experience lets employees capture in-person referrals, while the printable form lets referred friends submit a hard copy of their referral details. Both templates come with all the necessary fields and instructions.
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Dive into new ambassador program templates for unique retail use-cases, plus major Shopify updates that make program building even more intuitive.
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New program type:
Ambassador variations
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Choose from three different ambassador program templates with default flows based on the desired approval process. Whether you prefer quality rules, manual approval, or a closed program of pre-selected participants, the program builder is equipped to handle it with minimal client lift.
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New Shopify capability:
Multiple Shopify storefronts
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We now support multiple Shopify storefronts under one account! Easily build multiple programs, each with its own placements, checkout extensions, and rewards - with intuitive dropdown menus to choose the applicable storefront.
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New Shopify capability:
Customize checkout extension in Extole
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Add "Shopify checkout extension" to your flow as a share experience and customize it directly in the program builder. Includes fields to capture all the variables Shopify needs to build the experience in your storefront. Start driving post-purchase referrals!
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New Shopify capability:
Discount auto-apply
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For retailers who offer in-store discounts as a reward, this update means your customers' shopify coupon code gets automatically applied at checkout when they navigate to your site via their reward link.
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Eager to explore some of these new features and program types? Reach out to your CSM to see what's possible. Keep an eye out for more industry solutions to come in 2026!
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Extole in the wild: A night @ the Atlanta Hawks!
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We might be working hard on improving the platform, but we promise we're having fun in between Zoom meetings! Last week, we shut the laptops and headed to the Hawks vs. Clippers game in ATL. We had a great time bonding with clients and teammates, despite not securing the win. 'Til next time!
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Question of the month: Holiday edition
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When it comes to Christmas trees, which team are you on - real or fake? According to the American Christmas Tree Association (yes, that's real), a whopping 83% of U.S. households opt for artificial trees. Here's how Extolers stack up, as judged via Slack:
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Industry Buzz: Fresh perspectives on the latest trends in marketing
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Have questions about a new feature? Curious about ways to amplify your program? Want to share feedback on this newsletter? Just reply to this email or contact your CSM—we'll connect you with the right person!
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548 Market St #39231
San Francisco, CA 94101
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