When a customer joins your loyalty program, you can allow the member to specify a referral code or allow Loyalty Management to automatically generate a referral code for the member.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
The Referral Code field in a Loyalty Program Member record allows you to store the referral code of the member. When a Loyalty Program Member record is created, either specify a referral code for the member or don’t specify a referral code so that Loyalty Management can automatically generate a referral code. Automatically generated referral codes consist of eight alphanumeric characters.
Based on how your loyalty program enrolls members, you can add referral codes for members during enrollment:
| Scenario | How to Add Referral Code |
|---|---|
| A customer service representative creates a Loyalty Program Member record on the Loyalty Management app. | Use the Referral Code field in the Loyalty Program Member record to specify the member’s referral code. |
| SOAP API is used to create Loyalty Program Member records. | Use the ReferralCode field in the Loyalty Program Member object to specify the referral codes of members. |
| Business APIs are used to create Loyalty Program Member records. | Use the ReferralCode field within the additionalMemberFieldValues property to specify the referral codes of members. |
| The Create or Update Records action in a loyalty program process rule is used to create Loyalty Program Member records. | Add the Referral Code field as an input parameter and specify the referral codes of members. |
If you don’t specify a referral code when enrolling a member in any of these ways, the member’s referral code is automatically generated. A Loyalty Program Member record can’t be added without a referral code.