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Manage Activities

While channel managers review the performance of a referral program and its promotions, they can review the activities completed by advocates and their referred parties.

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.
User Permissions Needed
To view transaction journals:

Manage B2B Referrals permission set

AND

View permission on:

  • Loyalty Program
  • Transaction Journal
  1. On your referral program, click Transaction Journals.
  2. Click the journal number of the activity that you want to view.
  3. On the Vouchers related list, review the voucher issued for the activity.
  4. On the Details tab, review these details:
    Journal Subtype Provides information about the type of activity that the transaction was created for.
    Program Member Provides information about the advocate associated with the activity. The advocate is associated only with transaction journals of the subtype Advocate Enrollment.
    Associated Individual Provides information about the referred party who completes the activity.

    For transactions of the subtype Advocate Enrollment, the party is the advocate. For transactions of other subtypes, the party is the referred party.
    Referral Provides details of the advocate’s referral of a business.
    Promotion Provides information about the promotion as part of which the activity was completed.
  5. To view the activities of a promotion:
    1. Go back to the referral program.
    2. From the Promotions related list, click the promotion that you want to review.
    3. Click Transaction Journals.