B2B Referral Management Data Model

Objects toDesign a Referral Program

Use these objects to create a referral program and its promotions.

Loyalty Program

Stores information about referral programs.

Voucher Definition

Stores information about voucher templates that are used to issue vouchers to advocates or to their referred party. Each voucher definition is associated with a referral program.

Promotion Template

Stores information about the reusable referral promotion templates that are used to create promotions.

Promotion Stage Template

Stores information about the stages of a promotion template that are used to define when advocates and their referred parties are rewarded and the activities that rewards are offered for.

Promotion

Stores the configuration and detailed information of referral promotions. Each promotion is associated with a referral program.

Promotion Stage

Stores information about the stages of referral promotions.

Extended Reward Definition

Stores information about the extended reward templates that are used to issue extended rewards to advocates or to their referred party. Each extended reward definition is associated with a referral program.

Promotion Template Extended Reward Definition

Stores information about the promotion template associated with an extended reward definition.

Campaign

Stores the details of a campaign that consists of accounts, which map to campaign members who are the target audience of a referral promotion.

Loyalty Program Engagement Attribute

Stores the details of a referral promotion’s reward limit or daily referral limit for advocates.

Objects to Run a Referral Program

Use these objects to run a referral program and its promotions.

Account

Stores information about an advocate or referred party.

Lead

Stores information about a potential customer referred by an advocate through a referral promotion.

Opportunity

Stores information about a qualified potential sale that is actively being pursued. An Opportunity record is created when a lead, referred by an advocate through a referral promotion, successfully qualifies and converts into a sales opportunity.

Loyalty Program Member

Stores information about an advocate.

Loyalty Program Member Promotion

Stores information about the referral promotions that advocates have joined.

Referral

Stores information about each advocate referral. Each referral contains the details of the advocate who referred a party and of the referred party.

Transaction Journal

Stores information about the activities of advocates and of their referred party.

Journal Type

Stores information about the type of referral activities that you create transaction journals for. B2B Referral Management provides a journal type that you can use to track all referral activities. You can’t extend or customize the Journal Type object or the Referral journal type.

Journal Subtype

Stores information about the subtype of referral activities that you create transaction journals for.

Product

Stores information about the product that a referred party purchased.

Product Category

Stores information about the product category that a referred party purchased a product from.

Loyalty Program Member Attribute Value

Stores information to track an advocate’s progress towards reaching their referral promotion’s reward limit or daily referral limit.

Objects to Reward Advocates and Referred Parties

Voucher

Stores information about the vouchers that are issued as referral rewards to advocates and to their referred party.

Extended Reward

Stores information about the extended rewards that are issued to advocates and to their referred party.