In the first step of the guided flow, define the key attributes of the promotion.
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. |
Define these key attributes of the promotion:
| Attribute | Function |
|---|---|
| Name | The name of the referral promotion that’s used in your customer-facing communication. |
| Description |
Your brand’s internal goals or objectives for the referral promotion. Description is an optional attribute. |
| Promotion duration |
The start and end dates of the promotion determine how long the promotion runs. During the duration of the promotion:
If you’re creating an evergreen promotion, don’t specify an end date. |
| Promotion code |
An advocate’s referral code consists of the promotion code and the advocate’s unique code. Referred parties use their advocate’s referral code to sign up. The code is also used to uniquely identify the promotion that the referral activities of advocates and their referred party belong to. Since the referral code consists of the promotion, it’s easy to identify how promotions are performing. After you enter a promotion code and move to the next step of the guided flow, you can't change the code. |
| Promotion page URL | The URL is used to create the unique referral links for the advocates who join the promotion. The URL that you specify is suffixed with the advocate’s unique referral code. |
| Referral promotion template |
The promotion template that you want to base your promotion on. The promotion's template decides whom the promotion rewards, the stage at which the rewards are provided. It decides whether you can select rewards for both advocates and their referred party, either advocates or their party, or none of them. You can use an active template to build your promotion. After you select a template and move to the next step of the guided flow, you can't change the promotion's template. |
- On the Promotions related list of your referral program, click New Referral Promotion.
- Define primary details of your promotion, click Save & Next.
- Define the rewards and audience, click Save & Next.
- Review the summary and click Done.