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Referral Marketing
Design a Referral Promotion Using a Guided Flow

Design a Referral Promotion Using a Guided Flow

Use a guided flow to design and launch a referral promotion within minutes. The guided flow consists of four simple steps that let marketing managers add the promotion’s rewards, decide the target audience, set limits, and design the promotion’s marketing content.

  1. Promotion Definition
    In the first step of the guided flow, define the key attributes of the promotion.
  2. Rewards and Audience
    In the second step of the guided flow, select the promotion’s rewards, limits, and target audience.
  3. Communication Assets
    On the third step in the guided flow, customize and enable the promotion’s communication channels and the Refer A Friend widget. The communication channels include email and WhatsApp.
  4. Summary
    In the last step of the guided flow, review the journey of the advocates and their referred friends in the promotion.
 
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Salesforce Help | Article