Promotion FAQs

Can I Update the Content or HTML of Promotion Emails?

Yes, the emails that you customize and activate for your promotions are stored in the Referral Marketing org as email templates. You can update the content or the HTML of the promotion emails based on your brand’s requirements. Before you update the activated emails of a promotion, ensure that the promotion isn’t activated. After you update the emails, activate the promotion. This ensures that the journeys and email templates that are created in the connected Marketing Cloud Engagement business unit associated with the promotion contain your changes.

Tip To customize an email after you design the promotion and activate the emails that you require for it, go to the Promotion Stage Email template list view. Open the email template of the promotion email that you want to update. You can update the email content from the Message Content section. To update the HTML of the email, switch to the source view in HTML Value.

To help you identify the email template for a promotion email, the email template name consists of the name of the promotion stage that the email template belongs to and the promotion’s code.

Can Promotion Emails be Sent Without a Connected Engagement Business Unit?

We recommend that you connect Referral Marketing with at least one Engagement business unit and send promotion emails in a journey.

Reminder emails aren’t available for you to customize and use in your referral promotion communication if Referral Marketing isn’t connected to Engagement.

Can I Select a Campaign That Consists of Leads as a Promotion’s Target Audience?

No, the target audience of a promotion is always advocates who have a Contact record in the org. If you select a campaign to filter a promotion’s target audience, the campaign members must be contacts.

What Happens if the Org Reaches the Promotion Template Limit?

Email templates are automatically created for all stages of a promotion when a promotion is activated. The email templates are used to send emails to advocates and their referred friends. To stay within the email template limit, delete the email templates that belong to the promotions that are past their end date or were created for testing purposes. Trial and free orgs can store up to 500 email templates. To increase the email template limit for your org, contact Salesforce Customer Support.

Are Emails, Journeys, and Data Extensions Automatically Deleted When I Delete a Promotion?

No, you must manually delete emails, journeys, and data extensions that are created for promotions after you delete the promotion. If you deactivate a promotion, its journeys automatically stop running in Engagement.