Get familiar with the key terms that you come across while using B2B Referral Management.
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. |
- Advocate
- An advocate is a business that refers, or is willing to refer, another business to your brand. When you use B2B Referral Management with Partner Ecosystem Management, your partners join the referral program as advocates for the promotions.
- Extended Rewards
- A tailored referral reward that's used to incentivize the advocate and their referred party to join a referral promotion. You can offer rewards like payout commission and gift cards.
- Referred Party
- A business referred by an advocate.
- Referral
- A record that tracks the status of a referral that an advocate shares for a referred party.
- Referral Program
- A program to manage and track advocates, reward definitions, promotion templates, and promotions.
- Voucher
- A reward that’s provided to advocates and their referred party.
- Promotion Template
- A reusable template that's used to create similar promotions.
- Referral Promotion
- A referral program can consist of multiple promotions. You can create referral promotions that are evergreen or time-bound.
- Transaction Journal
- A record that tracks an activity of an advocate or of their referred party.