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.

• 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.
• Referral Activity Tracking
  The activities of advocates and their referred friends are tracked in a referral program. Rewards are automatically provided to advocates and their referred friends when reward-eligible activities are completed. You can use a Business API or a flow action to create records that track the activities of advocates and their referred friends.
• Voucher Redemption
  Use the Redeem Voucher API to redeem the vouchers that advocates and their referred friends use. Integrate the Redeem Voucher API with one or more of your external systems where vouchers are redeemed. For example, you can integrate the API with the ecommerce site and POS system where customers use their voucher.
• Options to Extend Referral Marketing
  Referral Marketing is prebuilt with a set of standard objects and an API to help admins and developers extend Referral Marketing.