Q2

Overview

With Extole's integration with Q2, you can turn your online banking channel into a powerful source of new members through personalized referral and engagement programs.

This integration is easy to install with your Q2 team, requires no custom coding, and includes the following key features:

Integrated CTAs

CTAs (calls-to-action) can be embedded throughout Q2's digital banking interface, such as in the menu or on the right hand side of your online banking home page.
CTA copy, such as "Refer and Earn" or "Refer & Get $50" can be easily configured and AB tested in your Extole campaign.

Secure Authentication with SSO

When a member taps on a CTA, the Extole and Q2 integration will automatically verify the members identity through JWT (JSON web tokens, a method of Single-Sign-On.)
Members won't have to provide additional information or leave online banking to begin referring.

Fully Integrated In-App Sharing

Upon authentication, Members can immediately access their pre-generated share link (share.yourcreditunion.com/jsmith) and start referring their friends directly from the sharing experience, all without having to leave online banking.
Members can share with friends via variety of channels, including email, SMS, social media, native sharing (iOS devices only), and even QR codes. Learn more about Extole's experiences.

Prerequisites

Requirement	Description
Q2 Account	A Q2 Digital Banking account with permissions to request new apps in the Q2 Developer Portal
Extole Account	An Extole account is required for this integration

Integration Set Up

Request the Extole app from the Q2 App Marketplace

First, request the Extole app from the Q2 Marketplace. In your request, specify the CTAs you'd like to enable.

Menu - You can add a menu item such as Refer & Earn orReferral Program to the Q2 navigation menu. When a user taps on the menu item, they'll be taken to a page in online banking that embeds the Extole sharing experience.

A sharing experience on a dedicated page in online banking, which can be selected from the main menu.
Embedded_Vertical_Banner - You can also embed a sharing widget on the right hand side of your online banking homepage.

The desktop view of the embedded sharing experience.

The mobile view of the embedded sharing experience.

Extole and Q2 will configure the integration

Once you've requested the Extole app, your Extole team will provide Q2 with the following information from your Extole account.

Your Branded Program Domain

Your Extole team will provide Q2 with your branded program domain. This can be found in your Extole account under the Program Domains section of the Tech Center.

Extole JWT Key Credentials

Your Extole team will set up a JWT key in your Extole account and provide Q2 with the necessary details to ensure a secure connection between the two platforms. When you log in to your account and navigate to the Security Center, you'll be able to see your JWT under the Keys section.

Timeline

Once Extole has provided Q2 with all of the above information, your Q2 team will then install the integration for you within a 10 day SLA.

Configure your Extole Campaign

Your Extole launch team will configure your Extole campaign to support the Q2 integration. If you're using the widget, Extole will add the embedded_vertical_banner zone to your campaign and ensure it loads the proper creative experience (share_experience).

Data exchanged between Extole and Q2

Member data will be securely transmitted from Q2 to Extole via JWT (SSO method.) By default, Extole will collect the following data parameters in the JWT request, however If you'd like to remove any of the default data parameters, you can submit a request with to your Q2 team.

Key	Description	Example Value
`user_id` required	Unique ID for the user	246810
`customer_id`required	Unique ID for the customer	210864
`customer_primary_cif`required	Primary CIF of the customer	07212010
`email`required	User's email address	`[email protected]`
`phone`	User's phone number	5125551234
`first_name`	User's first name	Jane
`last_name`	User's last name	Doe
`customer_name`	Customer's name
`address_line1`	First line of the user's address	1234 Example Rd
`address_line2`	Second line of the user's address	Apt 150
`address_country`	User's country	US
`address_city`	User's city	Austin
`address_postal_code`	User's postal code	94730
`address_region`	User's region/state	TX

Considerations

The Extole and Q2 integration enables the advocate experience of your referral program in online banking, including the ability to target CTAs like Refer and Get $50 while providing your members with a secure and authenticated experience to seamlessly refer their friends from without ever having to leave online banking.

To enable referral tracking and rewarding, you'll need to connect your account opening and core banking systems with one or a combination of Extole's File System, Rest APIs, Webhooks, and Javascript SDK.