--- schema_version: "1" id: 72e4bc2876479a4d9aa44cbee4a9af494c70a8015d3b43e5b9e0dfaf5b0b09bf title: Add Advocates collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_add_advocate.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_add_advocate.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 01c7bac2cff6400ef47774bde0ca01db81369cc55a8654735999902e3e0b656d description: Advocates of a referral program are the partners who are willing to refer your brand to another businesses. Channel managers can either add all partners as advocates or add a select set of partners to the referral program. If the number of partners to be added is small, partner managers can add the advocates one by one. Or, they can work with the admin to set up a process that adds all the advocates simultaneously. products: - Marketing - Marketing Cloud Account Engagement release: "264" --- # Add Advocates Advocates of a referral program are the partners who are willing to refer your brand to another businesses. Channel managers can either add all partners as advocates or add a select set of partners to the referral program. If the number of partners to be added is small, partner managers can add the advocates one by one. Or, they can work with the admin to set up a process that adds all the advocates simultaneously. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management.
User Permissions Needed
To add an advocate:

Manage B2B Referrals permission set

AND

Edit permission on:

  • Loyalty Program
  • Loyalty Program Member
You can add business accounts in the org as your program advocates. Here are some of the key fields: - Member Type—Select Business Accounts because referral program members are business partners of your company. - Account—Select the account who you want to onboard as an advocate. - Membership Number—Enter a value that uniquely identifies each advocate. - Enrollment Date—Select the date when you onboarded the contact as an advocate. - Active—Select the checkbox to indicate that the contact is active and can be sent referral promotions. - Referral Code—Enter a unique referral code for the advocate. If you don’t provide a referral code, a code is automatically generated. Referral code is the code that the referred parties use to sign up with the brand. And the referral code ties a referral back to the advocate. Add one advocate at a time: 1. On the referral program, click **Advocates**. 2. On the Advocates related list, click **New**. 3. Enter the details of the advocate. 4. Save your changes.