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Create Referral Event

Create referral event records when an advocate refers a friend, or when referred friends sign up or make a purchase.

This action is available in API version 60.0 and later for users with the Referral Marketing license.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/processReferralEvent
Formats: JSON
HTTP Methods: POST
Authentication: Authorization: Bearer token

Inputs

Input	Details
activityDateTime	Type DateTime Description Required. The date and time when the referral event took place.
eventType	Type String Description Required. The type of event that the referral completed. Possible values are: `Refer` `Enrollment` `Purchase`
externalReferenceNumber	Type String Description The number generated by an external system for the referral event.
referralCode	Type String Description Required. The referral code used by a referral to sign up as a customer, or to make a purchase. The referral code is a combination of the advocate’s referral code and the promotion code separated by a hyphen.
referralContactId	Type String Description The contact ID of the referral who signed up to be a customer, or to make a purchase.
referralEmail	Type String Description The email address of the referral who has signed up to be a customer, or to make a purchase.
referralFirstName	Type String Description The first name of the referral who signed up to be a customer, or to make a purchase.
referralLastName	Type String Description The last name of the referral who signed up to be a customer, or to make a purchase.
productId	Type String Description The ID of the product that the referral purchased.
purchaseAmount	Type String Description The amount the referral spent to purchase one or more units of a product.
purchaseQuantity	Type String Description The number of units that the referral purchased of a product.

Outputs

Output	Details
contactId	Type String Description The ID of the contact record that’s either created for the referral or that uniquely identifies the referral.
referralId	Type String Description The ID of the referral record of the person who was referred, or whose referral event is processed.
referralStage	Type String Description The current stage of the referral promotion for a referral. Possible values are: `Promotion Launched` `Advocate Joins Promotion` `Advocate Refers Friend` `Friend Signs Up` `Friend Completes First Purchase`
transactionJournalIds	Type String Description The comma separate list of transaction journal IDs created to process the referral event.
voucherId	Type String Description The ID of the voucher issued to either the referral signing up or to the advocate after the referral completes a purchase.

Example

Sample Request

1{
2   "inputs":[
3      {
4         "referralCode":"referralCode-promotionCode",
5         "referralContactId":"003xx000004WkhEAAS",
6         "referralFirstName":"Michael",
7         "referralLastName":"Clare",
8         "referralEmail":"mclare@salesforce.com",
9         "activityDateTime":"2021-04-13T00:00:00",
10         "eventType":"Purchase",
11         "productId":"01txx0000006iGyAAI",
12         "purchaseAmount":40000,
13         "purchaseQuantity":34,
14         "externalReferenceNumber":"003xx00000000fxEAA"
15      }
16   ]
17}

Sample Response

1[
2   {
3      "actionName":"processReferralEvent",
4      "errors":null,
5      "isSuccess":true,
6      "outputValues":{
7         "contactId":"003RM000008O9ZT",
8         "transactionJournalIds":[
9            "0lVRM0000002qtT",
10            "0lVRM0000002qtU"
11         ],
12         "referralId":"0wiRM0000004CPf",
13         "referralStage":"Friend Completes First Purchase",
14         "voucherId":"0kDRM0000004DZl2AM"
15      },
16      "version":1
17   }
18]

Referral Marketing Developer Guide

Create Referral Event

Supported REST HTTP Methods

Inputs

Outputs

Example