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            Advocate Enrollment by Using Refer A Friend Widget

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            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.

            Required Editions

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

            Embed Widget on Experience Cloud Site

            After the marketing manager customizes the Refer A Friend widget for a promotion, the widget must be activated. Activated widgets are available as FlexCard components on the Experience Cloud site builder.

            Admins can embed the widget’s FlexCard on the brand’s Experience Cloud site. See Add a FlexCard to an Experience Cloud Page.

            Embed Widget on External Site

            After the marketing manager customizes the Refer A Friend widget for a promotion, the widget must be downloaded. The widget is downloaded as a FlexCard Lightning Web Component (LWC) and the marketing manager can share the downloaded files with the admin.

            The admin can use OmniOut to embed the widget on an external site. To learn how to embed widgets by using OmniOut, see Add a FlexCard LWC to OmniOut.

            Track Referral Emails Sent by Advocates from the Widget

            After a customer or an advocate joins a referral promotion by using the Refer A Friend widget, they can send referral emails to their friends. To learn how advocate referrals are tracked, see How Activities are Tracked in Referral Marketing.

            An advocate can send referral emails to 10 friends at a time by using the Refer A Friend widget. The program manager can set a limit on the number of friends that the advocate can refer each day. For example, if the limit is five, the advocate can send the referral email to only five friends in a day. If the limit is 15, the advocate can send the referral email to ten friends first and then send the email to five more friends.

            Watch and Learn

            To learn how to embed widgets on Experience Cloud sites and external sites, watch Watch video Embed Widgets

            See Also

             
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