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.

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.

Promotion Definition
In the first step of the guided flow, define the key attributes of the promotion.
Rewards and Audience
In the second step of the guided flow, select the promotion’s rewards, limits, and target audience.
Summary
In the last step of the guided flow, review the journey of the advocates and their referred party in the promotion. Verify your promotion's duration, target audience, and rewards. If something isn't right, you can go back and make the required changes.