Promotion Audience

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.

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.

Segment Target Audience by Using Campaign

You can also filter your promotion’s target audience by using campaigns. In a campaign, add the accounts who you want to include as the promotion’s target audience.

To learn how to create campaigns and add accounts as campaign members, see Working with Campaigns and Manage Campaign Members.

Important To create a campaign to filter accounts, ask your admin to select the Marketing User permission in your User record.

What Happens if the Target Audience is Filtered Outside Salesforce

You can create a campaign and then work with your admin to:

Map the filtered target audience to the accounts in the org
Add the filtered accounts as members by using reports or the Data Import Wizard

What Happens After Segments or Campaigns are Created

After you create campaigns, you can select campaign members as a promotion’s target audience in the Rewards and Limits step of the Referral Promotion Guided Setup.