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Track Advocate Count for Promotions

When an advocate joins a promotion, a Loyalty Program Member Promotion record is automatically created to track their participation. From the Loyalty Program Member Promotion related list on a promotion, channel managers can track the count of advocates who have joined the promotion, the active advocate count, and their details. channel managers can use a promotion's advocate count as a key performance indicator 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.
User Permissions Needed
To view transaction journals:

Manage B2B Referrals permission set

AND

View permission on:

  • Loyalty Program
  • Promotion
  • Loyalty Program Member
  • Loyalty Program Member Promotion

Before you try to view the advocate count of a promotion, ensure that the Loyalty Program Member Promotion related list is visible on the promotion. If the related list isn't visible, ask your admin to add the related list to the Promotion page layout that you’re viewing.

  1. On the Promotions related list of your referral program, click the promotion whose advocate count you want to view.
  2. On the Loyalty Program Member Promotion related list, you can view the promotion's advocate count.
  3. To know whether an advocate is active, check whether the advocate's enrollment is active.
  4. To view the details of the advocate, click the advocate's Loyalty Program Member record.