How To Add Your Salesforce Contacts To Your Referral Campaign

It is now possible to add only leads or only contacts to your referral program and issue them with their own unique referral links.

You can then automatically add their referral link to the contact information in Salesforce. That means each of your Salesforce contacts will now have a referral link! 

This will allow you to use your existing workflows to encourage contacts to refer their friends. To add your contacts to your referral campaign follow the steps below:

๐Ÿ‘‰ Navigate to the "Promote your campaign" tab of your campaign builder and click on the "Generate referral links for your CRM contacts" button.


๐Ÿ‘‰ Choose whether to sync Only Leads or Only Contacts of your Salesforce account.


๐Ÿ‘‰ Then see the mapped contact.

๐Ÿ‘‰ Use the dropdown options to match the relevant data between Referral Factory and Salesforce. The options in the dropdowns will pull from your Salesforce account.  



Please Note: Before you map user data, make sure to have created a custom property in Salesforce for โ€˜Referral linkโ€™.

๐Ÿ”— Read about custom properties in Salesforce here

๐Ÿ‘‰ Select whether you want to make the sync between Salesforce and Referral Factory ongoing or once-off.function_ongoing
๐Ÿ‘‰ Click โ€˜Saveโ€™.

Please note: Your contacts will NOT be notified unless you choose to notify them in the next step.