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B2C Referrals Data Model
Learn about the objects in the B2C Referrals data model.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing |
Objects to Design a B2C Referral Program
Use these objects to create a B2C referral program and its promotions.
- Loyalty Program
- Stores information about referral programs.
- Voucher Definition
- Stores information about voucher templates that are used to issue vouchers to advocates or to their referred friends. Each voucher definition is associated with a referral program.
- Promotion Template
- Stores information about the reusable referral promotion templates that are used to create promotions.
- Promotion Stage Template
- Stores information about the stages of a promotion template. A promotion template's associated promotion stage templates contain information on when advocates and their referred friends are rewarded and the activities that rewards are offered for.
- Promotion
- Stores the configuration and detailed information of referral promotions. Each promotion is associated with a referral program.
- Promotion Stage
- Stores information about the stages of referral promotions.
- Email Template
- Stores the content of the marketing emails that are sent to advocates and to their referred friends for referral promotions.
- Promotion Stage Email Template
- Stores information about email templates that are used to send marketing emails to advocates and to their referred friends at each promotion stage.
- Loyalty Program Widget
- Stores the details of a referral promotion’s widget.
- Segment
- Stores information about a Data 360 segment. This object is available in orgs where Data 360 is enabled.
- Promotion Market Segment
- Stores information about the Data 360 segment that consists of referral promotions’ target audience. This object is available in orgs where Data 360 is enabled.
- Campaign
- Stores the details of a campaign that consists of a referral promotion’s target audience.
- Internal Organization Unit
- Stores the details of a Marketing Cloud Engagement business unit’s connection with Referral Marketing. Referral promotions are associated with a connected business unit. The marketing journeys and emails of the promotion are automatically created in the associated business unit when you activate the promotion.
- Loyalty Program Engagement Attribute
- Stores the details of a referral promotion’s reward limit or daily referral limit for advocates.
Objects to Run a B2C Referral Program
Use these objects to run a B2C referral program and its promotions.
- Contact
- Stores information about an advocate or referred friend.
- Loyalty Program Member
- Stores information about an advocate.
- Loyalty Program Member Promotion
- Stores information about the referral promotions that advocates have joined. The count of active Loyalty Program Member Promotion records associated with active referral promotions determine the count of active advocates in the org.
- Referral
- Stores information about each advocate referral. Each referral contains the details of the advocate who referred their friend and of the referred friend.
- Transaction Journal
- Stores information about the activities of advocates and of their referred friends.
- Journal Type
- Stores information about the type of referral activities that you create transaction journals for. Referral Marketing provides a journal type named Referral out-of-the-box and you can use it to track all referral activities. You can’t extend or customize the Journal Type object or the Referral journal type.
- Journal Subtype
- Stores information about the subtype of referral activities that you create transaction journals for.
- Voucher
- Stores information about the vouchers that are issued as referral rewards to advocates and to their referred friends.
- Product
- Stores information about the product that a referred friend purchased.
- Product Category
- Stores information about the product category that a referred friend purchased a product from.
- Loyalty Program Member Attribute Value
- Stores information to track an advocate’s progress towards reaching their referral promotion’s reward limit or daily referral limit.
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