Rewards and Audience

In the second step of the guided flow, select the promotion’s rewards, limits, and target audience.

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.

Rewards

The promotion template that you select for a promotion decides the rewards and at which stage the rewards are provided. If the promotion template rewards both advocates and their referred party, then you can select the voucher definitions or extended reward definitions you want to use to issue the rewards. You can offer the same or different vouchers and extended rewards to advocates and their referred parties.

If the promotion's template rewards either advocates or their referred party, then you can only select a reward for whom the promotion template rewards. If the promotion's template doesn't reward anyone, you can't select a reward in the Referral Promotion guided flow.

Tip Before you create a promotion, add the voucher definitions and extended reward definition on the referral program page for the vouchers and extended rewards that you want to offer advocates and their referred party.

Limits

To stay within the budget of the referral promotion and to ensure that there aren’t fraudulent referrals, you can set limits for advocates. If a promotion template doesn't reward advocates, then you can add limits for advocates of promotions that use the template.

Limit Type	Purpose
Reward limit	Limit for the number of times an advocate can be rewarded for successful referrals. The limit can be set for a fixed duration: Promotion duration—The limit is applicable for the complete duration of the promotion. After an advocate reaches the limit, they’re no longer rewarded for any successful referral. Calendar year—The limit is applicable for a calendar year. After an advocate reaches the limit, they aren’t rewarded for any successful referrals during the current year. They’re again rewarded for the successful referrals in the next year. For example, if the promotion’s reward limit is 5 and the advocate was already rewarded five times in 2024, they aren’t rewarded when their sixth referral signs up in 2024. But if the referral signs up in 2025, the advocate is rewarded.
Daily referral limit	Limit the number of referrals that advocates can submit in a day.

Limit Type

Purpose

Reward limit

Limit for the number of times an advocate can be rewarded for successful referrals. The limit can be set for a fixed duration:

Promotion duration—The limit is applicable for the complete duration of the promotion. After an advocate reaches the limit, they’re no longer rewarded for any successful referral.
Calendar year—The limit is applicable for a calendar year. After an advocate reaches the limit, they aren’t rewarded for any successful referrals during the current year. They’re again rewarded for the successful referrals in the next year.
For example, if the promotion’s reward limit is 5 and the advocate was already rewarded five times in 2024, they aren’t rewarded when their sixth referral signs up in 2024. But if the referral signs up in 2025, the advocate is rewarded.

Daily referral limit

Limit the number of referrals that advocates can submit in a day.

Target Audience

You can decide the target audience of each promotion. Only advocates who are part of the promotion’s target audience can join the promotion and refer businesses.

You can select the target audience from these options.

Target Audience Type	Purpose
All advocates	All the advocates of the referral program are the promotion’s target audience.
Campaign members	Advocates who are members of the selected campaign are the promotion’s target audience. To ensure that an advocate is part of the campaign, the advocate’s account record must be a member of the campaign.

Target Audience Type

Purpose

All advocates

All the advocates of the referral program are the promotion’s target audience.

Campaign members

Advocates who are members of the selected campaign are the promotion’s target audience.

To ensure that an advocate is part of the campaign, the advocate’s account record must be a member of the campaign.