The activities of advocates and their referred parties are tracked in a referral
program. Rewards are automatically provided to advocates and their referred party when
reward-eligible activities are completed. You can use a flow action to create records that track
the activities of advocates and their referred parties.
Required Editions
- 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.
- Process B2B Referral Event Action
Use the Process B2B Referral Event action in Flow Builder or through Connect API to create tracking records for referral activities that advocates and their referred party complete during the last three stages of promotions. The action also automates the issuing of rewards after advocates and their referred party complete eligible activities. For each activity, a transaction journal is created and other records are created or updated. Use the additional elements in Flow Builder to decide the eligibility criteria for referral activities. You can also add follow-up actions after the Process B2B Referral action.
- Example Flows to Track B2B Referrals Across Sales Lifecycle
Design flows that progressively track B2B referrals provided by customers and partners as referred businesses advance through sales lifecycle stages. For example, the flow can track the progression of referrals from lead generation to opportunity closure or from opportunity generation to first order fulfillment. B2B Referral Management provides businesses the flexibility to plug their referral programs in any type of B2B sales lifecyle. In this example, two reference flows are designed to visualize how partner referrals are tracked across the referral lifecycle during the lead to opportunity sales lifecycle and how partners are paid out for successful referrals.
