Advocate Enrollment

After marketing managers activate referral promotions, the marketing manager, the admin, and the developer can decide how they want the brand’s advocates to join the referral promotions. For a promotion, the brand can choose to either embed the promotion’s widget on a site or use a business API to process advocate enrollments.

• How Advocate Enrollments are Tracked in Referral Marketing
  Each time a referral program advocate or a customer joins a referral promotion, the enrollment is tracked by using a Transaction Journal record and a set of related records. An email is also sent to the enrolled advocates.
• Advocate Enrollment by Using Refer A Friend Widget
  The Refer A Friend widget is available with every referral promotion and the marketing manager can customize the widget based on the brand’s requirements. The widget lets advocates join the promotion and refer their friends. The widget also lets new customers sign up with the brand, join the promotion, and then refer their friends. You can embed the widget on Experience Cloud sites and on external websites.
• Advocate Enrollment by Using Business API
  Use the Referral Advocate Enrollments Business API to enroll existing and new customers in referral promotions. Integrate the API with any site or external system where customers can join the referral promotion. For example, you can integrate the API with your brand’s ecommerce site or POS system.
• Advocate Enrollment Without Person Account
  When you don’t have person accounts enabled in your org, the process of enrolling advocates differs from the standard procedure.