---
schema_version: "1"
id: 2736f589955fe935df0b74fcf635967817aed2043589c2f5e2edf4144d78ac24
title: Promotion Definition
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_definition.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_design_promotion_definition.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6a3ee9c25e1bcb3791cc244b0506f0eeb47c92834788871bd9cdd67d7f5ca799
description: In the first step of the guided flow, define the key attributes of the promotion.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Promotion Definition

In the first step of the guided flow, define the key attributes of the promotion.

### 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>

Define these key attributes of the promotion:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:66.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8751e92">Attribute</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8751e95">Function</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e92 ">Name</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e95 ">The name of the referral promotion that’s used in your customer-facing
              communication.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e92 ">Description</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e95 ">
              <p>Your brand’s internal goals or objectives for the referral
                promotion.</p>
              <p style="margin-bottom:0;">Description is an optional attribute.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e92 ">Promotion duration</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e95 ">
              <p>The start and end dates of the promotion determine how long the promotion runs.
                During the duration of the promotion:</p>
              <ul>
                <li>Advocates can join the referral program and refer another businesses</li>

                <li>Businesses can sign up with the brand</li>

                <li>Advocates and referred parties can be rewarded</li>

              </ul>
              <p style="margin-bottom:0;">If you’re creating an evergreen promotion, don’t specify an end
                date.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e92 ">Promotion code</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e95 ">
              <p>An advocate’s referral code consists of the promotion code and the advocate’s
                unique code.</p>
              <p>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.</p>
              <p style="margin-bottom:0;">After
                you enter a promotion code and move to the next step of the guided flow, you can't
                change the code.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e92 ">Promotion page URL</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e95 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e92 ">Referral promotion template</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d8751e95 ">
              <p>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.</p>
              <p style="margin-bottom:0;">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.</p>
            </td>

          </tr>
        </tbody>
      </table>

1. On the Promotions related list of your referral program, click **New Referral Promotion**.
2. Define primary details of your promotion, click **Save & Next**.
3. Define the [rewards and audience](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_rewards_audience.htm&language=en_US), click **Save & Next**.
4. Review the summary and click **Done**.