Q2

Overview

With Extole's integration with Q2, you can turn your digital 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:

Secure Authentication with SSO

When a member taps on a CTA for the referral program in digital banking, 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 digital 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 digital 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

Add your Extole team to your Q2 Staging and Production Enviornments

First, add your Extole team to your Q2 environments so that they can assist with testing and troubleshooting.

Request the Extole app from the Q2 App Marketplace

Then, request the Extole app from the Q2 Marketplace. In your request, specify the experience type(s) (SSO or widget) you'd like to enable. See more information below on experience types.

SSO - You can use the SSO integration to add a CTA for your Referral Program to your navigation menu, or to add a CTA banner or tile on any of your pages in digital banking. When a user taps on the CTA, they'll be taken to a page that embeds the Extole share page with their unique referral link pre-generated.

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SSO Experience
If you are using the SSO experience, make sure to provide CTA copy to the Q2 team in your request. The CTA copy will be used in the link/button that members will click on in digital banking to view the SSO experience. (e.g Refer a Friend, Get Rewarded)

The sharing experience on a dedicated page in digital banking, which can be selected from the main menu via an SSO connection.
Widget - You can also embed a sharing widget to specific areas of digital banking, such as on the right hand side of the digital banking homepage.

The desktop view of the embedded widget

The mobile view of the embedded widget.

Configuration Process between you, Extole, and Q2

Once you've requested the Extole app, the Q2 team will create a Staging Deploy Ticket in the Q2 Developer Center with all parties subscribed (Extole, Q2, and your team.) All collaboration will happen in Q2s Developer Center under the staging ticket. When you've tested and approved the Extole Extension in staging, you'll let the Q2 team know and they will create a Production Deploy ticket to deploy the extension.

Extole will provide Q2 with your Branded Program Domain

Once the Staging Deploy Ticket has been opened by Q2, 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 will provide Q2 with JWT Key Credentials

Your Extole team will also 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.

Extole Campaign Configuration

Your Extole team will also configure your Extole campaign to support the Q2 integration. If you're using the widget, Extole will add an embedded_vertical_banner zone to your campaign and ensure it loads the proper creative experience (share_experience). If you're using SSO, Extole will add a microsite_embedded zone to your campaign, which embeds the microsite page in digital banking.

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 digital 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 digital 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 if you have not done so already.