How Activities are Tracked in B2B Referral Management

A referral promotion must track activities that advocates and their referred parties complete through the promotion's stages. For activities in each stage, a set of records is created or updated.

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.

Understand the records created or updated when you create a referral promotion with the Refer a Lead promotion template.

Stage 3

In the third stage of a promotion, records are created to track the activities of advocates and their referred party based on whether advocates and their referred party are rewarded. In most promotions, advocates refer businesses at this stage.

Scenario	Records Created
Advocates and their referred parties aren't rewarded.	Lead—A record is created for the referred party as a potential business customer. Referral—A record is created to track the advocate’s referral of the referred party. The record is associated with: Advocate’s account record Referred Party’s lead record Promotion record Promotion Stage record that represents the promotion's third stage

Stage 4

In the fourth stage of a promotion, records are created to track the activities of advocates and their referred parties based on whether advocates and their referred parties are rewarded. In most promotions referred parties qualify and an opportunity record is created.

Scenario	Records Created
Advocates and their referred parties aren't rewarded.	Opportunity: When the lead qualifies, an opportunity record is created for the referred party to track them as a potential business client. Account: A record is created for the referred party to track the details of the referred party.

Stage 5

In the fifth stage of a promotion, records are created to track the activities of advocates and their referred parties based on whether they are rewarded. In most promotions, the referred parties become customers of the company, and the opportunity is closed, completing the promotion's journey for both the advocates and their referred parties.

Scenario

Records Created

Advocates and their referred party are rewarded after the activities that they’re rewarded for are complete.

Voucher for advocate—A record is created to track the details of the voucher issued to the advocate. The voucher is associated with the transaction journal that tracks the activity that the advocate is rewarded for. Extended reward for advocate—A record is created to track the details of the extended reward issued to the advocate. The extended reward is associated with the transaction journal that tracks the activity that the advocate is rewarded for. Transaction Journal for advocate's activity—A record is created to track the activity that the advocate is rewarded for. The transaction journal is of the type Referral and the subtype represents the activity that the advocate is rewarded for. The transaction journal is associated with: Advocate’s Loyalty Program Member record Referred Party' lead or account record Referral record Promotion record Referral program record Voucher record Voucher for referred party—A record is created to track the details of the voucher issued to the referred business. The voucher is associated with the transaction journal that tracks the activity that the referred party is rewarded for. Extended reward for referred party—A record is created to track the details of the extended reward issued to the referred business. The extended reward is associated with the transaction journal that tracks the activity that the referred party is rewarded for. Transaction Journal for referred party's activity—A record is created to track the activity that the referred party is rewarded for. The transaction journal is of the type Referral and the subtype represents the activity that the referred party is rewarded for. The transaction journal is associated with: Referred Party's account record Referral record Promotion record Referral program record

Important If multiple advocates refer the same business, the advocate whose referral code the referred party uses to sign up with the brand is rewarded.

Ways to Track Referral Activities

You can track referral activities with Process Referral Event action. The admin or the developer can add the action to an existing business process. As part of this process, advocates can refer business and referred business can become customers of the company. The action is available for admins in Flow Builder or through Connect API and developers can access the action as an invocable action or from Apex.