Enroll Advocate in B2B Referral Promotion Action

Use the Enroll Advocate in B2B Referral Promotion Enrollment action to enroll business account as an advocate if B2B referral promotions. Integrate the action with external system or site where partners can join the referral promotion.

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.

Learn About the Enroll Advocate in B2B Referral Promotion Action

To learn about the Enroll Advocate in B2B Referral Promotion Action's resource, request body, and response body, see Referral Advocate Enrollments in the Referral Marketing Developer Guide.

Enroll Existing Referral Program Advocates

To enroll an advocate of your referral program in a promotion, run the action with the membership number of the advocate. The advocate’s membership number is stored in the Membership Number field on the advocate’s Loyalty Program Member record.

Enroll Existing Partners

To enroll an partner who isn’t an advocate of your referral program in a promotion, run the action with the ID of the partner's account record.