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Customer Newsletter || August 2025 || 5 minute read
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Faster, simpler, smarter: Meet
Flow Builder
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Extole's new Flow Builder tool lets you visualize and manage your referral program flows with simple drag-and-drop tools and pre-built templates.
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Flow Builder at a Glance: the essentials
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Drag-and-drop program flows
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Seamlessly connect creatives, business events, rules, rewards, emails, and promotions in one intuitive visual journey map with drag-and-drop elements
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Launch effective programs quickly with pre-built flow templates that are quick to set up, manage, and optimize with minimal technical effort
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Make complex flows involving multiple event triggers and creatives simple to manage, with separate columns to distinguish advocate and friend experiences
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Dynamic rewarding + testing
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Flows are easy to edit so you can update your rewards for a special promotion or conduct A/B testing to optimize your campaign.
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Flow Builder makes it easier to design even the most complex customer journeys. Here are some of the activities you can do with just a few clicks:
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- Add a new promotion
- Change a reward
- Manage customer journeys
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- Set up event tracking
- Respond to WISMRs
- Automatically apply quality rules
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Note: Our product and engineering teams are working hard on rolling out this exciting new feature. Please reach out to your CSM to learn more.
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School is in session: takeaways from eTail Boston 2025
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ECommerce leaders from across the country gathered at eTail Boston last week to share the trends that are shaping their 2026 agenda. Here's what we heard:
Many brands are preparing for a future where AI agents handle shopping for their human clients. Already, the rise in embedded commerce on platforms like TikTok Shop and Google has taught consumers to expect an algorithmically-curated shopping experience. Leaning into AI-driven targeting and personalization has helped some businesses capture this traffic.
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On the other hand, as AI drives consumers and brands further apart, many eCommerce leaders are seaching for new (low-tech) ways to keep their customers engaged. One DTC brand shared how embracing real customer stories over "gimmicky" attention grabs helped them convert more site visitors.
We had a great time at "Retail University"! Thanks to those of you who stopped by our booth to say hello.
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What happened in Vegas: takeaways from CULC 2025
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On the other side of the country, a team from Extole took the floor at the Credit Union Leadership Convention in Las Vegas. We heard from lots of credit unions who are eager to capture the attention of younger consumers. Currently, Gen Z makes up only 10% of all credit union membership, and Millennials just 21%. We made sure to share how word-of-mouth marketing helps CUs reach these key demographics—91% of young consumers rely on friends and family for financial advice.
Preventing customer attrition was another key theme. Just as in the retail industry, traditional channels of member acquisition have become costly, leading credit unions to turn their focus to ensuring retention and increasing customer lifetime value. We're looking forward to more conversations with CUs in Phoenix next month!
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More upcoming conferences: Come say hello!
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Our conference circuit has only just begun! Reach out via email or drop by our booth if you'll be at any of these events and want to connect.
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08-11: Jack Henry Connect (San Diego, CA)
28-30: America's Credit Unions O&ME Conference (Phoenix, AZ)
29-Oct 1: Braze Forge (Las Vegas, NV)
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08-09: Digital Marketing for Financial Services Chicago (Chicago, IL)
27-29: Marketing Association of Credit Unions (Fort Lauderdale, FL)
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06-07: Digital Marketing for Financial Services New York (New York, NY)
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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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