Each time a referral program advocate or a partner joins a referral promotion, the enrollment is tracked by using a Transaction Journal record and a set of related records.
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. |
Enroll Existing Referral Program Advocates
When a customer who is already an advocate of a referral program joins a referral promotion, these records are created:
| RECORD TYPE | DETAILS |
|---|---|
| Transaction Journal |
Tracks the activity where an advocate joins a referral promotion. The transaction journal is associated with:
The transaction journal is of type Referral and subtype Advocate Enrollment. |
| Loyalty Program Member Promotion | Tracks the advocate’s participation in the referral promotion. The loyalty program member promotion is associated with the advocate’s existing Loyalty Program Member record and the promotion that the advocate joined. |
Enroll Existing Partners
When a partner who isn’t an advocate of a referral program joins a referral promotion, these records are created:
| RECORD TYPE | DETAILS |
|---|---|
| Loyalty Program Member | Tracks the partner’s participation in the referral program as an advocate. The record is associated with the referral program record that the advocate is added to and the advocate’s existing account record. |
| Transaction Journal |
Tracks the activity where an advocate joins a referral promotion. The transaction journal is associated with:
The transaction journal is of type Referral and subtype Advocate Enrollment. |
| Loyalty Program Member Promotion | Tracks the advocate’s participation in the referral promotion. The loyalty program member promotion is associated with the advocate’s new Loyalty Program Member record and the promotion that the advocate joined. |
Enroll New Partners
When a new customer who doesn’t have a contact record in the org joins a referral promotion, these records are created:
| Record Type | Details |
|---|---|
| Account | Tracks the new partner’s enrollment as a partner of the brand. |
| Loyalty Program Member | Tracks the partner’s participation in the referral program as an advocate. The loyalty program member is associated with the referral program that the advocate is added to and the advocate’s new contact record. |
| Transaction Journal |
Tracks the activity where an advocate joins a referral promotion. The transaction journal is associated with:
The transaction journal is of type Referral and subtype Advocate Enrollment. |
| Loyalty Program Member Promotion | Tracks the advocate’s participation in the referral promotion. The loyalty program member promotion is associated with the advocate’s new Loyalty Program Member record and the promotion that the advocate joined. |
Enroll Advocates
You can use the Advocate Enrollment action to enroll partners as advocates in a referral promotion. The admin or the developer can add the action to an existing business process. The action is available for admins in Flow Builder, and developers can access it as an invocable action or from Apex.