Newer Version Available
Referral Advocate Enrollments
Enroll an existing or new customer as an advocate of a referral promotion.
Special Access Rules
To use this resource, your org must have person accounts enabled.
- Resource
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- Resource example
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- Available version
- 59.0
- Requires Chatter
- No
- HTTP methods
- POST
- Request body for POST
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- Root XML tag
- referralMemberEnrollmentInput
- JSON examples to enroll an existing referral program advocate to a promotion
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- JSON example to enroll a new customer as an advocate of a promotion
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- Properties
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Name Type Description Required or Optional Available Version additionalMemberFieldValues Map<String, String> Custom field values of the advocate. Optional 59.0 additionalPersonAccountFieldValues Map<String, String> Custom field values from the advocate's person account. Optional 59.0 associatedPersonAccountDetails Person Account Input Details of the advocate's person account. Optional This field is required only if you don’t have the contact ID or the membership number of the advocate.
59.0 contactId String Contact ID of the advocate to enroll to the referral promotion. Optional This field is required only if you don’t have the person account details or the membership number of the advocate.
59.0 enrollmentChannel String Channel that the advocate has used to join the referral program. Possible values are: - CallCenter
- Franchise
- Mobile
- Partner
- Pos
- Social
- Store
- Web
Optional 59.0 memberStatus String Status of the new advocate after enrollment. Possible values are:
- Active
- Inactive
- Custom value - Any value you define in your org. For example, if an advocate must be evaluated before confirming enrollment, you can create a status called On Hold and assign it to this field.
Optional This field is required for enrolling a new advocate.
59.0 membershipEndDate String Date the advocate's referral program membership ends. Optional 59.0 membershipNumber String Unique membership number of the advocate. Optional This field is required only if you don’t have the person account details or the contact ID of the advocate.
59.0 shouldProcessTransactionsInRealTime Boolean Indicates whether the transaction journals created by the API are processed as soon as they’re created (true) or not (false). The default value is true. Optional 59.0 transactionJournalStatementFrequency String Frequency at which transaction statements must be generated for the advocate. Possible values are:
- Monthly
- Quarterly
Optional 59.0 transactionJournalStatementMethod String Preferred method of receiving transaction journal statements. Possible values are:
Optional 59.0
- Response body for POST
- Referral Member Enrollment Output