Generate referral codes for existing members who don’t have a referral code or regenerate
referral codes based on your requirements.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Loyalty Management |
- Referral Codes Generation Using Flow
The Generate Member Referral Code flow action allows admins to set up a process to generate referral codes for members. Admins can set up a one-time process to generate referral codes for members who don’t have a referral code. Or, set up a process to regenerate referral codes either based on a customer request or based on the program’s requirements.
- Member Referral Codes Generation Using Quick Action
Customer service representatives and loyalty program managers can generate referral codes for members at the request of members.
