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.

• Manage Advocates
  After a brand launches their referral promotion, marketing managers can review the details of the advocates who are part of the referral program and can add advocates to referral promotions.
• Manage Activities
  While marketing managers review the performance of a referral program and its promotions, they can review the activities completed by advocates and their referred friends.
• Track Advocate Count for Promotions
  After an advocate joins a promotion, a Loyalty Program Member Promotion record is automatically created to track the advocate's participation in the promotion. From the Loyalty Program Member Promotion related list on a promotion, marketing managers can track the count of advocates who have joined the promotion and their details. The marketing managers can use a promotion's advocate count as a key performance indicator of the promotion. The Loyalty Program Member Promotion related list also helps marketing managers find out the promotion's active advocate count.
• Track Referrals
  Referral records help marketing managers track the progress of an advocate’s referral. When an advocate’s referral progresses across the promotion stages, the Referral record is also updated to the current stage.
• Track Issued Vouchers
  Vouchers issued to advocates are associated with the advocate's contact and vouchers issued to referred friends are associated with the friend's person account. Marketing managers can keep a track of the vouchers issued to a person by viewing their contact or person account.
• View Promotion Configuration
  View the detailed configuration of a referral promotion with one click. Users with read-only access to referral entities can quickly view the promotion configuration. Promotion owners can review the promotion details and determine the changes they want to make without deactivating the promotion.
• Plan Promotions by Using the Promotion Calendar
  Marketing managers and business executives can visualize the brand’s referral promotions on the promotion calendar. The calendar lists the brand’s referral promotions and events, so the marketing managers can check whether promotions are planned during company and social events. Like any other calendar, marketing managers can move across date ranges to see the promotions that are running or that are scheduled. Along with the marketing managers, business executives get a high-level view of the brand’s promotions, easily find white spaces where new promotions can be added, and identify duplicate promotions.