Referral Marketing

Referral Marketing helps your brand run referral programs with evergreen and time-bound promotions for your customers. Marketing managers can design and launch referral promotions within minutes. Referral Marketing takes care of the rest with its inbuilt automations. The inbuilt automations track referrals across their complete lifecycle, send targeted marketing emails, and reward brand advocates and their referred friends. After the launch, marketing managers and business executives can track the performance of the referral program by using prebuilt CRM Analytics dashboards.

To try the capabilities of Referral Marketing hands-on, get a Referral Marketing trial org.

Watch this video to understand how Salesforce Referral Marketing works.

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• Learn About Referral Marketing
  Learn about the key terms and roles in Referral Marketing. Explore the Referral Marketing data model and the referral program workflow.
• Design a Referral Program
  Marketing managers can design a referral program and its promotions by completing a few simple steps in the Referral Marketing app.
• Configure Referral Processes
  After marketing managers create the referral program and add its promotions, the admin or the developer can configure the everyday processes. The processes include advocate enrollment, activity tracking, and voucher redemption.
• Manage a Referral Program
  After advocates join the brand’s referral promotion and start referring their friends, marketing managers can track the progress of each referral.
• Get Predictions about Advocates’ Likelihood of Referring
  Use Scoring Framework to get predictions about the likelihood of advocates referring their friends. Use these scores to pursue the right members with the right promotions. Increase your customers, control the customer acquisition cost, and reduce your contacts’ displeasure with being pursued by focusing on advocates with higher referral likelihood scores.
• Get Predictions about Non-Advocate Contacts’ Likelihood of Referring
  Use Scoring Framework to get predictions about the likelihood of non-advocate contacts referring their friends. Use these scores to pursue the right contacts with the right promotions. Increase the number of your customers, control the customer acquisition cost, and focus on contacts with higher referral likelihood scores.
• Work with Referral Marketing Analytics
  The Referral Marketing Analytics app provides insights into the performance of your referral programs based on referral data, advocate participation, referral conversion, and promotion revenue.
• Build Solutions Based on Your Requirements
  Every company has their own business needs and marketing strategies. Referral Marketing is flexible and you can extend it to meet your business needs. Review these common solutions that you can build with Referral Marketing.
• Manage Data Protection and Privacy for Referral Marketing
  When brands run their referral programs, they must comply with local and global data protection and privacy regulations. As part of your brand’s referral program strategy, decide how you want to delete, export, archive, restrict access, manage consent, and restrict the processing of customer data stored as part of the referral programs.