Loading
Referral Marketing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Referral Program

            You are here:

            1. Salesforce Help
            2. Docs
            3. Referral Marketing

            Create a Referral Program

            The launchpad for any referral strategy is the referral program. After marketing managers create a referral program, they can manage and implement all aspects for their referral strategy from the referral program.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
            User Permissions Needed
            To create a referral program:

            Referral Marketing permission set

            AND

            Edit permission on Loyalty Program
            Tip
            Tip If your brand uses the same org to run their loyalty program by using Loyalty Management, ask your admin to add the Type and Subtype field to the page layout of the Loyalty Program object. The Type field helps you indicate that the program is for a referral program. The Subtype field helps you indicate whether it is a B2B or B2C referral program.
            1. From the App Launcher, find and select Referral Marketing.
            2. Click New.
            3. Enter the name, description and status of the referral program.
            4. Select the type as Referral.
            5. Select the subtype as Business to Customer.
            6. Save your changes.
             
            Loading
            Salesforce Help | Article