---
schema_version: "1"
id: 7eadd26a7399ab2384f1dcc1c538fd104f356b618b5e4d057b368589aa9e401b
title: Design a Referral Promotion Using a Guided Flow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_design_promotion.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_design_promotion.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: db84db31e74b1c5db0a5f360181082c46499443fc1ed6e25e55548a62906d3ad
description: 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.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Referral Marketing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. <a href="https://help.salesforce.com/s/articleView?id=sales.b2b_referral_prm.htm&amp;language=en_US" target="_blank">Learn more about Referral Marketing with Partner Ecosystem management.</a></td></tr></tbody></table>

- **[Promotion Definition](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_design_promotion_definition.htm&release=264.0.0&type=5)**  
    In the first step of the guided flow, define the key attributes of the promotion.
- **[Rewards and Audience](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_rewards_audience.htm&release=264.0.0&type=5)**  
    In the second step of the guided flow, select the promotion’s rewards, limits, and target audience.
- **[Summary](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_summary.htm&release=264.0.0&type=5)**  
    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.