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Referral Program Business Events

In a standard Refer a Friend program flow, the customer journey starts with a promotion on your website or in your mobile app. As a customer engages with the promotion and participates in your program, business events help track where they are at in their journey. Referral programs typically include the following events:
These are the labels you see in Flow Builder and on dashboards. The name carried in exported data is the step name, which is not always the same string — Clicked is share_clicked, Visited is friend_viewed, and Friend Rewarded is friend_reward_earned. Read the step names your own campaign uses from its flow before you map them into a warehouse or a BI tool. The People Who Took a Specific Action Report lists the step names each funnel side uses.

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Additional Events

Beyond the events listed above, retailers with Refer A Friend programs may also want to track the following additional events:

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Engagement Program Events

Engagement programs beyond referral, such as Drop A Hint, Friends & Family, and Influencer, will typically use the same core set of business events listed above with slight nuances to some of the event names. For example, in an Influencer program the Advocate Rewarded event is instead called Influencer Rewarded.