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Referral Marketing
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            Key Roles in Referral Marketing

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            Key Roles in Referral Marketing

            Learn about the different user personas in a typical Referral Marketing implementation.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing

            Roles and Responsibilities in Referral Marketing

            Role Responsibilities
            Referral Marketing Admin

            Performs the one-time setup tasks in the Referral Marketing org.

            • Provides marketing managers access to the Referral Marketing app and objects.
            • Installs the OmniStudio package.
            • Collaborates with the admin of the communication method to connect Referral Marketing with the Engagement business units.
            • Creates the Referral Marketing Analytics app.
            • Installs the communication method packages and provides API user access to Referral Marketing objects.
            Communication Method Admin

            Takes care of the one-time setup tasks in Engagement.

            • Collaborates with the Referral Marketing admin to create packages in Engagement business units to connect Referral Marketing with the correct business units.
            • Creates Synchronized Data Sources for Referral Marketing objects.
            Marketing Managers

            Launches and manages the referral program and its promotions.

            Marketing managers have complete visibility of the performance of the referral program and take care of its day-to-day operations. Marketing managers can track advocate engagement, referral conversions, and the program’s impact on the company revenue.
            Business Executives

            Provides marketing managers the budget and approval to launch referral promotions for the brand.

            Business executives usually review the performance of referral programs and their impact on the brand.
             
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