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.
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. |
Business Requirements
Here are some of the key questions that channel managers must answer to translate the brand's business requirements into a referral promotion:
| QUESTION | HOW B2B REFERRAL MANAGEMENT HELPS channel managers ANSWER THE QUESTIONS |
|---|---|
| Who is the target audience of the promotion? |
Channel managers can select a campaign as the promotion's target audience. If a promotion doesn't have a target audience, all the advocates of the referral program are automatically considered as the target audience. |
| Who does the promotion reward? | A promotion can reward both advocates and the referred parties, either the advocates or the referred parties, or in rare cases, reward neither. Based on the objective of the promotion and the promotion's budget, channel managers decide whom the promotion rewards. |
| What are the activities for which advocates and their referred parties are rewarded? | After deciding the target audience for a promotion and whom to reward, the partner manager decides the activities that the promotion rewards. |
| When do advocates and their referred parties complete the activity that they’re rewarded for? |
A referral promotion's journey consists of five stages. For most industries and use cases, the first two stages are common: launching the promotion and inviting advocates to join the promotion. The third, fourth, and fifth stages differ between promotions. channel managers decide the promotion stages where advocates and the referred parties must complete the activities that the rewards are provided for. |
| How many businesses can an advocate refer and how many times are advocates rewarded by the promotion? |
Channel managers can set limits for their promotions. They can set two types of limits. The first limit is on the number of times advocates can be rewarded. The second limit is on the number of businesses advocates can refer in a day. Both limits ensure that the promotion remains within the approved budget and stays protected from fraudulent referrals. |