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Manage Advocates

After a brand launches its referral promotion, channel managers can review the details of the advocates who are part of the referral program and can add advocates to referral promotions.

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 advocates:

Manage B2B Referrals permission set

AND

View permission on:

  • Loyalty Program
  • Loyalty Program Member
To add an advocate:

Manage B2B Referrals permission set

AND

Edit permission on:

  • Loyalty Program Member
  • Promotion
  • Loyalty Program Member Promotion
  1. On your referral program, click Advocates.
    To view the details of an advocate, click the advocate’s account.
  2. Click the customer number of the advocate whose details you want to view.
  3. On the Details tab, review the advocate’s referral code.
  4. On the Vouchers related list, review the vouchers issued to the advocate.
  5. On the Transaction Journals related list, review the referral activities that the advocate completed.
  6. On the Loyalty Program Member Promotion related list, review the list of promotions that the advocate joined.
  7. From the Loyalty Program Member Promotion related list, enroll the advocate in a promotion.
    1. Click New.
    2. Select the promotion that you want to enroll the advocate in.
    3. Select Enrollment active.
    4. Save your changes.
    The advocate is enrolled in the promotion that you selected.