Use B2B Referral Management to target promotions towards all partners or specific
partner groups. Filter accounts in the org by selecting all advocates or campaign that consists
of the accounts you want to target. Provide channel managers the permission to create campaigns
in the org.
Required Editions
Provide Permission to Create Campaigns and Add Campaign Members
| Business Requirement |
Action |
| Create a campaign |
- Edit access on campaigns
- Marketing User selected in User Details
|
| Add accounts as campaign members |
- Read access on campaigns
- Edit access on campaigns
- Marketing User selected in User Details
|
If an external system filters and groups your partners, you can help the channel managers
by adding accounts as campaign members. To add campaign members:
- Map the filtered partner group to accounts in the org.
- Add the filtered accounts as members by using reports or the Data Import Wizard.
