---
schema_version: "1"
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title: B2B Referral Promotion Prerequisites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_promotion_prereq.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_prereq.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0de0055c86e618f003788622376302da90b13d718ec5169799125afcf0920e16
description: Before channel managers design a referral promotion, they must ensure that all the information that's required to design a promotion is already available.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# B2B Referral Promotion Prerequisites

Before channel managers design a referral promotion, they must ensure that all the information that's required to design a promotion is already available.

- **[B2B Referral Management Strategy](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_strategy.htm&release=264.0.0&type=5)**  
    Every brand crafts its referral program uniquely to align with its specific requirements. B2B Referral Management helps businesses design and manage multiple promotions simultaneously or one promotion at a time based on the brand’s marketing strategy. Brands can also customize each promotion's stages, define rewards, and target specific audiences to perfectly fit their unique B2B objectives.
- **[Promotion Audience](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_prereq_audience.htm&release=264.0.0&type=5)**  
    Referral promotions can be targeted either towards your entire partner base or towards specific partner groups. Before you use the Referral Promotion guided flow to design a promotion, decide the promotion’s target audience. If you want to target a specific partner group, you can filter the target audience by using a campaign.
- **[Eligible Activities for Promotions](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_prereq_eligible_activties.htm&release=264.0.0&type=5)**  
    A promotion rewards advocates and their referred parties when an eligible activity is completed. Before you create a referral promotion, decide the promotion's eligible activities for advocates and their referred parties. Eligible activities are represented as journal subtypes in Salesforce.
- **[Promotion Rewards](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_prereq_rewards.htm&release=264.0.0&type=5)**  
    Based on the promotion template that you want to use for your promotion, decide the rewards that you want to offer as part of the promotion. If the promotion template rewards both advocates and their referred parties, then decide whether you want to give the same reward to advocates and their referred parties, or different rewards.
- **[Common Business Requirements for B2B Referral Promotions](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_promotion_business_req.htm&release=264.0.0&type=5)**  
    Before you create referral promotions, map some of the most common business requirements to the prerequisites for creating a promotion.