Referral Marketing

Implement SMS-based friend referrals for mobile-first markets, track promotion performance with Tableau dashboards, and simplify widget integration with Lightning Out 2.0.

  • Boost Referral Conversion in Mobile-First Markets with SMS Notifications
    Advocates can now refer friends by using mobile numbers. When an advocate enters a friend's mobile number in the Refer A Friend widget, Referral Marketing sends a text message to the friend. Configure your widget to capture mobile numbers, email addresses, or both, so advocates can use the communication method they prefer. You can send text messages only when you use Marketing Cloud Next as the communication method.
  • Monitor Referral Promotion Performance by Using Tableau Next Dashboards
    Give your marketing managers insights into referral participation, conversion rates, and financial performance. Marketing managers track advocate engagement, friend sign-ups, and friend activities. They can also measure revenue generated and reward liability to assess promotion success. These capabilities were previously available only in CRM Analytics, but now they’re also delivered through Tableau Next to improve scalability and provide expanded functionality.
  • Simplify Referral Widget Deployment with Lightning Out 2.0
    Embed widgets into your external sites or Experience Cloud sites with auto-generated HTML snippets. Built on Lightning Out 2.0, the widgets reflect any changes that you make to design, content, or behavior immediately, without redeploying code. Previously, you had to manually embed widgets and re-embed them after every change.

Referral Marketing Release Note Changes by Month

We made these additions and changes to published release notes.

August 2026

  • No changes since the initial publication.