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Referral Marketing
Eligible Activities for Promotions

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Eligible Activities for Promotions

A promotion rewards advocates and their referred parties when an eligible activity is completed. Before you create a referral promotion, decide the promotion's eligible activities for advocates and their referred parties. Eligible activities are represented as journal subtypes in Salesforce.

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.

Journal Type and Journal Subtype Usage

  • Journal type—Used to identify activities that belong to advocates and their referred parties.
  • Journal subtype—Used to uniquely identify the type of activity completed by advocates and their referred parties.

Default Journal Type and Journal Subtype

B2B Referral Management comes with one journal type: Referral. There’s also a set of journal subtypes associated with the Referral journal type by default.

  • Advocate Enrollment—Used to identity an activity where an advocate has joined a promotion.

    You can't reward advocates for joining a promotion.

  • Referral Lead Creation—Used to identify an activity where an advocate refers a business and a lead record is created.
  • Referral Qualification—Used to identify an activity where the referred lead qualifies.
  • Advocate Reward—Used to identify the activity where the referral promotion rewards the advocate.
  • Referred Party Reward—Used to identify the activity where the referral promotion rewards the referred party.
Tip
Tip To view the journal types and subtypes that are available in your org, you can access the list views from the App Launcher.

Eligible Activities of Your Promotion

Apart from the Advocate Enrollment journal subtype, you can use any of the other journal subtypes to identify the activities for which you want to reward advocates and their referred parties.

The journal subtypes that are provided by default don't always relate to the activities that you want to qualify for rewards. You can create journal subtypes and name them based on the activities you want to qualify for rewards. The journal subtypes that you create must be associated with the Referral journal type.

Example
Example A commercial cleaning service company wants to reward partner real estate management companies for referring new building customers, and also for signing multi-year contracts with their referred party. For these two activities, the partner manager creates two journal subtypes: New Building Referral Secured and Referred Building Signs Multi-Year Contract.
Example
Example A digital marketing agency wants to incentivize its current partners to refer new businesses, and also to reward those new businesses for signing up for a comprehensive annual marketing package. For these two distinct actions, the agency's partner manager creates two journal subtypes: Client Referral of New Business and New Client Annual Package Enrollment.
 
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