Specify Goal for Referral Offer specify-goal-for-referral-offer
When you create a referral offer, you need to define the fulfillment goal. The goal can be defined by person activity on the web page, such as page visits or sign-ups. You can even use a custom JavaScript event.
Alternatively, you can use a smart list trigger in Marketo to wait for any milestone, such as an opportunity being created for the referred person.
Example goals:
- 10 referred visits
- 5 referred sign-ups
- 1 referred opportunity created
- 2 referred ecommerce purchases
- 5 referred webinar attendees
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Go to Marketing Activities.
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Select the referral offer, and click Edit Draft.
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In the referral offer editor, go to App Settings > Offer Details.
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Under Settings, choose an event type from the Fulfillment Goal drop-down.
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Referred Visits: Offer participants get credit for each visit from a friend to the page hosting your offer.
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Referred Sign-Ups: Offer participants get credit for each friend who signs up for the offer.
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Smart List Trigger: Offer participants get credit for each friend who meets the conditions of a smart list trigger in a smart campaign. For example, you can use a trigger that fires when a referred prospect signs up for a webinar.
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Custom JavaScript Event: Offer participants get credit for each friend who triggers a defined JavaScript event on your page. See Conversion Script for Custom Events.