Customer Newsletter | May 2026 | 4 minute read
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Activate customers with pre-generated share links
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Automatically generate unique referral share links when customers engage with your brand
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Why pre-generate share links?
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Most referral programs are reactive — a customer visits the site, lands on the share experience, and then gets a link to share with friends. Pre-generating share links flips this model. By the time you reach out to a customer, their personal share link already exists in your system and can be embedded in any marketing message.
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- Include a customer's personal share link in your welcome email sequence
- Place share links in transactional emails like order confirmations to encourage action while customers are most engaged
- Embed share links in customers' account portals for always-on visibility
- Automatically generate referral links for field employees to share
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- Choose to deploy via outbound webhook (preferred) or API
- Select the events that you want to trigger share link generation
- A CSM will help you configure the extension in Extole
- When a trigger event occurs, Extole generates a link and triggers a webhook containing the link + all relevant data to your your CRM/CDP
- Use the API call for on-demand share link generation when necessary
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See exactly what you'll need for setup in our implementation guide, linked below. If you're ready to get started, please reach out to your CSM and they will share any next steps!
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Need a refresher? Dive into Extole 101
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Our CSMs just launched a series of onboarding videos for new users, designed to make navigating the platform feel a little more natural—but they're great for anyone who needs a refresher on the Extole basics. If you want to dive in, we recommend starting from square one:
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Navigating the My Extole Dashboard
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In this high-level platform overview, we walk you through where the most important platform features live, from the program builder to the reporting interface to user support.
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Candescent Axis Recap: Better CX with AI?
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We sent a team to Candescent Axis last month to discuss innovations in digital banking. The major theme? Not surprisingly, top banks are progressing past static digital experiences to using real-time data and AI to anticipate customer needs and act in the moment.
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As Candescent expands how data is shared with customers and partners, this opens the door for partners like Extole to better understand where customers are in their journey to deliver more timely, relevant offers. Thanks to those of you who stopped by our booth!
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2026 Conferences: Come say hello!
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We'll be at more conferences over the coming months and would love to connect. Please reach out if you're in the area—coffee's on us.
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1-3: Q2 Connect 2026 (Austin, TX)
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15-17: Future Branches (Boston, MA)
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23-24: Commerce Next (New York, NY)
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21-22: Shopify DotDev (Toronto, CAN)
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3-5: Fintech Devcon (Denver, CO)
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10-12: Etail East (Boston, MA)
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Industry buzz: Marketing takes worth reading
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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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548 Market St #39231
San Francisco, CA 94101
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