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            Design a Referral Promotion Using a Guided Flow

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            Design a Referral Promotion Using a Guided Flow

            Use a guided flow to design and launch a referral promotion within minutes. The guided flow consists of three simple steps that let channel managers add the promotion’s rewards, decide the target audience, and set limits.

            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.
            • Promotion Definition
              In the first step of the guided flow, define the key attributes of the promotion.
            • Rewards and Audience
              In the second step of the guided flow, select the promotion’s rewards, limits, and target audience.
            • Summary
              In the last step of the guided flow, review the journey of the advocates and their referred party in the promotion. Verify your promotion's duration, target audience, and rewards. If something isn't right, you can go back and make the required changes.
             
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