---
schema_version: "1"
id: 6aa99d70c030fb0f785eb1c6b52123c92789d4a575933389bfcd1d44ec3e4916
title: Common Business Requirements for B2B Referral Promotions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_promotion_business_req.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_business_req.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5d927aa120248a31f7e9979a99b8b85dd3ff9bda6e432b5d055df340d8d248b9
description: Before you create referral promotions, map some of the most common business requirements to the prerequisites for creating a promotion.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Common Business Requirements for B2B Referral Promotions

Before you create referral promotions, map some of the most common business requirements to the prerequisites for creating a promotion.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Referral Marketing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. <a href="https://help.salesforce.com/s/articleView?id=sales.b2b_referral_prm.htm&amp;language=en_US" target="_blank">Learn more about Referral Marketing with Partner Ecosystem management.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:48.30917874396135%">
        <col style="width:51.690821256038646%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13419e88">Business Scenario</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13419e91">Prerequisites</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Business Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e88 ">A cybersecurity firm wants to expand its client base by leveraging its existing
            partners. They are launching a B2B referral program that rewards both the referring partner
            (advocate) and the newly onboarded business (referred party) once the referred party
            subscribes to their annual advanced threat protection suite and completes its initial
            security audit. </td>

          <td data-label="Prerequisites" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e91 ">
            <p>Promotion's target audience: A campaign with partners who have a high security
              compliance rating.</p>
            <p>Promotion's journal subtypes for eligible activities:</p>
            <ul>
              <li>Journal subtype for referred party's eligible activity: Referred Party Completes
                Security Audit</li>

              <li>Journal subtype for advocate's eligible activity: Advocate Rewarded for Party's
                Subscription</li>

            </ul>
            <p>Promotion's template stages:</p>
            <ul>
              <li>Promotion Launched</li>

              <li>Advocate Joins Promotion</li>

              <li>Advocate Submits Referral</li>

              <li>Referral Qualifies</li>

              <li>Referred Party Completes Security Audit and Subscribes<ul>
                  <li>Both advocate and referred party are rewarded at this stage.</li>

                </ul>

              </li>

            </ul>
            <p>Promotion's rewards:</p>
            <ul>
              <li>Voucher for referred party: Get a 5% discount on their first year's annual advanced
                threat protection suite.</li>

              <li>Extended reward for advocate: 1 month premium incident response support.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Business Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e88 "> An ERP software provider, seeks to increase its market share within the manufacturing
            sector. They are introducing a B2B referral incentive that rewards both the advocate and the
            newly integrated manufacturing client upon the successful deployment of the ERP system. </td>

          <td data-label="Prerequisites" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e91 ">
            <p>Promotion's journal subtypes for eligible activities:</p>
            <ul>
              <li>Journal subtype for referred party converting to an opportunity: Referred Party
                Converts</li>

              <li>Journal subtype for advocate's eligible activity: Advocate Rewarded for Party's ERP
                System Deployment</li>

            </ul>
            <p>Promotion's template stages:</p>
            <ul>
              <li>Promotion Launched</li>

              <li>Advocate Joins Promotion</li>

              <li>Advocate Submits Referral</li>

              <li>Referral Qualifies and Converts<ul>
                  <li>Advocate is rewarded at this stage.</li>

                </ul>
              </li>

              <li>Referred Party deploys the ERP system<ul>
                  <li>Referred Party is rewarded at this stage.</li>

                </ul>

              </li>

            </ul>
            <p>Promotion's rewards:</p>
            <ul>
              <li>Voucher for referred party: Get $2,000 discount on the total ERP implementation
                cost.</li>

              <li>Extended reward for advocate: Receive a free upgrade for their existing ERP system </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Business Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e88 ">A digital marketing agency wants to launch a B2B referral program that rewards
            advocates both when they submit a referral and when the referred company qualifies.</td>

          <td data-label="Prerequisites" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e91 ">
            <p>Promotion's journal subtypes for eligible activities:</p>
            <ul>
              <li>Journal subtype for referred party's eligible activity: Referred Party Qualifies</li>

              <li>Journal subtype for advocate's eligible activity: Advocate Submits a Referral</li>

            </ul>
            <p>Promotion's template stages:</p>
            <ul>
              <li>Promotion Launched</li>

              <li>Advocate Joins Promotion</li>

              <li>Advocate Submits Referral<ul>
                  <li>Advocate is rewarded at this stage.</li>

                </ul>
              </li>

              <li>Referral Qualifies<ul>
                  <li>Referred Party is rewarded at this stage.</li>

                </ul>
              </li>

              <li>Referred Party Signs Digital Marketing Retainer</li>

            </ul>
            <p>Promotion's rewards:</p>
            <ul>
              <li>Voucher for referred party: Get a free month of social media management services.</li>

              <li>Extended reward for advocate: <ul>
                  <li>If the advocate has been a partner for less than a year: Receives in-depth market
                    research report tailored to their industry.</li>

                  <li>If the advocate has been a partner for more than a year: Receives gift card worth
                    $1000.</li>

                </ul>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Business Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e88 ">A cloud-based platform for logistics and supply chain management wants to implement a
            B2B referral program that rewards the advocate when the referred party integrates with the
            company's platform</td>

          <td data-label="Prerequisites" class="slds-cell-wrap" style="vertical-align:top;" headers="d13419e91 ">
            <p>Promotion's target audience: A campaign with gold standard partners </p>
            <p>Promotion's journal subtypes for eligible activities:</p>
            <ul>
              <li>Journal subtype for advocate's eligible activity: Advocate Rewarded for Platform
                Integration</li>

            </ul>
            <p>Promotion's template stages:</p>
            <ul>
              <li>Promotion Launched</li>

              <li>Advocate Joins Promotion</li>

              <li>Advocate Refers Business</li>

              <li>Referral Converts</li>

              <li>Referred Party Integrates with Platform <ul>
                  <li>Advocate is rewarded at this stage.</li>

                </ul>

                <p>Promotion's rewards:</p>
              </li>

              <li>Extended reward for advocate: Receive a dedicated account manager for 6 months to
                optimize their platform usage.</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>