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Customer Newsletter || September 2025 || 4 minute read
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Creative campaigns that will turn referrals into your biggest growth channel this holiday season
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Spread cheer: Holiday hacks for every industry
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Whether holidays are your busiest season or you're used to a slower years-end, your customers will love these creative referral
programs with a seasonal twist. Make sure to pair these unique rewards with festive copy and imagery!
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Gift better with Drop-a-Hint
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Turn gift-giving into growth with a Drop-a-Hint program that lets users share their favorite products alongside a personalized message with just one click. No more neglected wishlists or lost traffic opportunities!
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Give the gift of membership
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Not sure what to get someone? Everyone appreciates a holiday cash bonus! Run a reward burst campaign with a limited-time holiday bonus offer to drive referral growth even during slower months.
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Spread love with sweepstakes
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As customers gear up for holiday chaos, they might have less time for other projects. Hold onto their attention (and earn their gratitude!) by giving them the chance to win a holiday shopping spree, or even some free services.
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There's no better time to provide some budget relief than peak holiday season. Give customers $25 off their monthly bill for every successful referral in December, framed as helpful "holiday savings."
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Ready to launch your holiday campaign? We have in-depth docs for every program format to help get you started. Check them out:
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Partner spotlight: Attentive's 2025 BFCM Guide will bring you calm and clarity
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"Calmness" and "clarity" aren't exactly the first words anyone would use to describe Black Friday/Cyber Monday preparations—more like "chaos" and
"confusion." That's why Attentive wanted to flip the script with their annual BFCM resource guide by designing a virtual sanctuary for "Mindful Marketers," replete with
client case studies, expert webinars, content libraries, and plenty of inspirational crystal imagery. We highly recommend absorbing the good advice and good vibes Attentive is bringing to the table.
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Platform update: We now support printable referral forms for CUs and Banks!
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What this means: Printable referral forms allow you to capture in-person referrals made the old
fashioned way, with a simple form for advocates to fill out, print, and give to friends to submit in-branch. You can now incorporate this share channel into your referral flow in My.Extole, making it easy to track digital and in-person share experiences all in one place.
Who can use this: All Extole clients have access to this new share
experience within the program editor. The most common use case is credit unions looking to optimize their in-branch referral experience.
Why it's better: We know referrals aren't one-size-fits-all. Our printable form supports a wide range of use cases and unique referral journeys, with features to complement each one. To make completion simple, the form will auto-fill advocate information when an identified advocate
prints their form at home or shares it with a friend digitally. Additional add-ons include a QR code for a digital friend landing experience, and an auto-populated unique advocate share code that simplifies tracking, and reduces support needs.
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The future of fintech: Takeaways from Jack Henry Connect 2025
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Jack Henry, an Extole partner and digital banking trailblazer, brought together fintech innovators and solutions providers at JH Connect for some enlightening conversations about the future of the industry.
One thing that stood out? Smaller banks aren't holding themselves back; they're taking advantage of
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the cutting-edge technology already available to them to pull ahead. Solutions like Jack Henry's
tap2local POS function are easily integrated into banks' existing platforms—and they're leveling the playing field for everyone in fintech.
As the industry evolves, it’s inspiring to see banks of all sizes embracing innovation. We’re proud to partner with Jack Henry in making powerful, out-of-the-box solutions, including Extole, more accessible!
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Extole night out: Celebrating Passion Collective
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Have you ever wished you felt that "spark" that some people talk about when they're doing work that they love? Laura Best, founder of Passion Collective, has dedicated herself to helping people discover their passions--the things that truly make them "buzz." Our Minnesota-based team had the opportunity to help sponsor the launch party for Laura's new book, Born to Buzz, at a lively and inspiring event just last week. We love finding opportunities to connect with our community outside of a typical work capacity. Congrats on the new book, Laura!
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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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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)
26-29: Money 20/20 (Las Vegas, NV)
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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