Promotions are the primary vehicle that run your referral program. Channel managers can design different types of promotions with varying duration, audience, rewards, and stages.
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. |
- B2B Referral Promotion Prerequisites
Before channel managers design a referral promotion, they must ensure that all the information that's required to design a promotion is already available. - Design a Referral Promotion Using a Guided Flow
Use a guided flow to design and launch a referral promotion within minutes. The guided flow consists of three simple steps that let channel managers add the promotion’s rewards, decide the target audience, and set limits. - Activate Promotions
Activate your promotion on the day when you want to launch the promotion for the target audience. After the promotion is activated, advocates can start joining the promotion from the promotion's start date. - Promotions FAQ
Review the frequently asked questions about B2B referral promotions and understand how you can work around some of the limitations.