Ensighten

Overview

Extole and Ensighten have partnered together to ensure implementing Extole on your site is as easy as possible and follows standard Ensighten workflows you are already familiar with. Simply access the Extole app directly from Ensighten.

Prerequisites

Integration

Launch the Extole App

From the Manage area in Ensighten, navigate to Apps, locate and launch the Extole app. You'll be able to find the Extole app inside of the Voice of Consumer app category.

Add Extole Tags in Ensighten

The Extole app provides you with three configuration options:

1. Core Tag: This is Extole's main library and enables Extole to manage content zones, capture conversions, and serve the friend landing experience.
2. Marketing Tag: This is Extole's zone tag and allows you to establish locations where you can serve a promotional call-to-action for your referral program.
3. Event Tag: The registration and conversion tag notifies Extole that events have occurred

Add the Extole Core JavaScript Library

The Main Library should be placed onto all of your pages. This library is used to activate the Extole system so that any other Extole tags on your page will work properly. It also detects when someone has come to your page through a referral and initiates the friend landing experience.

To include Extole's main library on your site:

1. From Configure, select Core Tag.
2. Provide a tag name like "Extole Core" and labels such as "Extole."
3. To configure your client name, choose Text Value for the attribute type and enter your Client name as a text value. Your client name is your company name in lower case using dashes. So CLIENT NAME would be client-name.
4. Tap Continue.
5. Select the Space for your implementation. The space you select should fit into your normal tag development process. You'll want to choose the environment best for testing. For example, development or staging. You can later merge and publish this tag to your production space after testing is complete.
6. Leave All Pages as the default condition. This ensures that the core tag will be placed on every page of your site.
7. Tap Save & Commit.

Set Up Variables

Extole tags require dynamic information that provide context on your site’s user and conversion details. Ensighten offers an easy way to define and manage the necessary JavaScript variables, HTML elements, URL parameters and other sources that are required to define Extole tags and filter triggers. The specific configuration of your variables will depend on how your site provides data to Extole.

The table below lists the Extole variables you will need to create in Ensighten.

📘

Variable names may be different

You may decide to name your Ensighten variables slightly differently, but the above list provides the basic variables you will need to define.

Add Marketing Tags

Marketing tags tell Extole where to display promotions or content that encourages participation. Promotion tags also enable attribution tracking, so that you can know which promotions are driving participation in the program.

An Extole campaign comes with a standard marketing names:

• global_header
• global_footer
• confirmation
• overlay

It's easy to create additional marketing tags if you want to add calls to action to additional pages like your blog, help pages, etc. As you're getting started, contact your Customer Success Manager to help learn how.

Global Header

This is placed in the header on all pages of your site, both desktop web and mobile web.

1. From Configure, select Marketing Tag.
2. For the Tag Type set it as Text Value and enter the name of the placement, in this example global_header. The name must be an exact match for the name created and stored in Extole.
3. For the Element ID set it as Text Value and enter the name of the ID for the HTML location you are targeting.
4. You have the option of passing in additional context for the advocate from your data layer. If your Marketing Tag is not behind a login in you will likely not have these fields available. Ensighten will ignore any field where there is no data available.
5. Tap Continue.
6. Select the Space for your implementation. The space you select should fit into your normal tag development process. You'll want to choose the environment best for testing. For example, development or staging. You can later merge and publish this tag to your production space after testing is complete.
7. Leave All Pages as the default condition. This ensures that the marketing tag will be placed on every page of your site. If the tag does not find an element id, nothing will render.
8. Tap Save & Commit.

HTML Placement

The above tag lets Ensighten place the global_header call to action into HTML on your page which is identified by extole_global_header. In order to make the content appear it will require you placing HTML on the page in the location you would like this tag to appear.

<span id="extole_global_header"></span>

📘

Additional Marketing Tags

Repeat the process above for each marketing tag you would like to include (e.g., header, footer, hero, etc.).

Add Event Tags

Include a Conversion Tag at Checkout

In order to reward advocates when a friend makes a purchase, you need to communicate to Extole a purchase has happened by adding the Conversion Tag to your order confirmation page.

The conversion tag passes information about the purchase to allow Extole to attribute the conversion to a referral when possible, run quality rules, and run reward rules.

Extole ignores the conversions that are not attributed to a referral after processing rules.

To include a conversion tag on your site:

1. From Configure, select Event Tag.
2. For the Event Tag Type select Conversion
3. You will need to pass in additional context for the advocate from your data layer.
4. Make sure to include:

5. Tap Continue.
6. Select the Space for your implementation. The space you select should fit into your normal tag development process. You'll want to choose the environment best for testing. For example, development or staging. You can later merge and publish this tag to your production space after testing is complete.
7. Change the condition to limit the tag to your purchase confirmation page.
8. Tap Save & Commit.

Deploy Extole Tags for Testing

1. Exit the Extole app.
2. Navigate to Tags.
3. Select the tags you just created.
4. Tap publish at the top of the tag list

5. Choose your appropriate space.

Launch

When you are ready to launch, merge your tags into your production space and deploy.