After advocates join the brand’s referral promotion and start referring another businesses, channel managers can track the progress of each referral.
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. |
- 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. - 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. - 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. - Track Referrals
Referral records help channel managers track the progress of an advocate’s referral. When an advocate’s referral progresses across the promotion stages, the Referral record is also updated to the current stage. - Track Issued Vouchers
Vouchers issued to advocates are associated with the advocate's loyalty program member record. Channel managers can keep track of the vouchers issued to an advocate by viewing their loyalty program member record. - Track Issued Extended Rewards
Extended rewards issued to advocates are associated with the advocate's account and extended rewards issued to referred parties are associated with the referred party's account. channel managers can keep a track of the extended rewards issued to a person by viewing their account. - View Promotion Configuration
View the detailed configuration of a referral promotion with one click. Users with read-only access to referral entities can quickly view the promotion configuration. Promotion owners can review the promotion details and determine the changes they want to make without deactivating the promotion.