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Set Up Referral Marketing
Set up capabilities that enable marketing managers in your company to design and run referral programs.
Get Started with Referral Marketing
Provide users in your company with the necessary permissions for Referral Marketing based on their roles. Set up rules to prevent duplicate records and protect against malicious activities. Allow marketing managers and business executives to track referral program performance. Enable marketing managers and service representatives to track vouchers issued to advocates and their referred friends.
Get Accustomed
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Configure Role-Based Permissions
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Finalize the Setup
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Integrate with Marketing Cloud
Enable referral promotions to send personalized emails to advocates and their referred friends from your company's Marketing Cloud Engagement business unit.
Configure Omnistudio and Data 360 Capabilities
Enable marketing managers to design referral promotion widgets and learn how the widget can be embedded on your company site with Omniout. Enable marketing managers in your company to select Data 360 segments as their promotions' target audience.
Work with Omnistudio
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Set up Data 360
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Learn More
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