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Referral Marketing
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            Referral Workflow

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            Referral Workflow

            The workflow of a referral program involves two personas, an advocate and their referred friends. Before you create a referral program, learn how advocates and their referred friends interact with the referral program.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
            Referral workflow.

            Marketing managers in your company can decide when advocates and their referred friends are rewarded. You reward the advocate or their friends only one time during the referral journey. For example, you can reward an advocate when they refer their friends and reward advocates for signing up with the brand. You can't reward advocates and their friends again after friends complete an activity.

            Who Does the Action What’s the Action When Is a Reward Offered
            Advocate Joins a referral promotion A reward isn't offered to the advocate for joining the referral promotion.
            Advocate Sends their referral link to friends via email, social channels, or offline.
            • The advocate can be rewarded for referring their friends
            • The friend can be rewarded with a reward that they can redeem when they sign up with the brand.
            Friend Signs up by using the advocate’s referral link
            • The advocate can be rewarded for a successful referral.
            • The friend can be rewarded with a welcome voucher after signing up.
            Friend Completes an activity
            • The advocate can be rewarded for helping the brand gain an engaged customer.
            • The friend can be rewarded with a discount voucher for engaging with the brand.
             
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