Partner Newsletter || Winter 2025 || 5 minute read
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Now live: Industry solutions for credit unions & retailers
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Our new industry-tuned referral flows reduce implementation complexity for retailers and credit unions
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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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Credit unions can choose this new program type 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 with opportunities for further customization.
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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 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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New credit union-specific share experiences are available to embed in program flows. An improved in-branch share experience lets employees capture in-person referrals, while a printable form lets referred friends submit a hard copy of their referral details.
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Enhanced 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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Flow Builder is equipped with three new ambassador program templates with default flows based on the desired approval process. Retailers can now choose from rules-based, manual approval, or a closed program of pre-selected participants.
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New Shopify capability:
Multiple Shopify storefronts
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We now support multiple Shopify storefronts under one account! Intuitive dropdown menus let retailers choose the applicable storefront when creating new programs, placements, or rewards.
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New Shopify capability:
Customize checkout extension in Extole
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The "Shopify checkout extension" share experience can now be customized directly in Extole's program builder. Includes fields to capture all the variables Shopify needs to build the experience.
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New Shopify capability:
Discount auto-apply
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For retailers who offer discounts as a reward, this update means their customers' Shopify coupon codes will be automatically applied at checkout when they navigate to the storefront via their reward link.
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Best of 2025: Partner Appreciation Awards
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A quick shoutout for some of our favorite partnership moments in 2025. Feel free to share your win on social media and tag us!
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The Story: Enhancements to our ShopifyPlus integration have elevated e-commerce referrals to new heights. ShopifyPlus customers can access Extole through Shopify's app marketplace and embed referrals directly in their storefront with a seamless, no-code solution—making this an extremely popular solution for our retail
clients.
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The Story: Customer engagement and rewarding in the UK got a big upgrade when we partnered up with Blackhawk Network Europe in June of this year. Between a joint press release, a newsletter, a webpage, and social posts, BHN helped us make some real noise about this exciting partnership expansion, making it the most memorable of 2025.
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The Story: Q2's composable dashboard empowers financial institutions with flexible tools to design their optimal in-app experience. Extole is now available as a dashboard content block so clients can make referrals a seamless part of their digital banking experience with minimal effort—a huge win for our banking clients.
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The Story: In March of this year, we hosted a wonderful group of partners at the Knicks game in NYC for a well-deserved "Partner Appreciation Night." Spending time with old + new friends while cheering the Knicks to a big win definitely tops our list of best events in 2025.
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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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Did someone send you this? Click here to subscribe to quarterly newsletters!
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Have questions about a new feature? Curious about co-marketing opportunities? Want to share feedback on this newsletter? Just reply to this email—we'll connect you with the right person!
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548 Market St #39231
San Francisco, CA 94101
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