The Mention Me newsletter integration allows you to receive details about prospective customers (here called the 'referee') who have opted-in to receive your newsletter whilst claiming their introductory referral offer.
This means you can create a dedicated welcome email cycle for customers who’ve been referred by a friend.
The integration works by automatically importing referral data into Ometria, removing the need to upload manually via CSV.
Before you begin
- You'll need admin access assigned to your Ometria account - contact firstname.lastname@example.org for more help.
- Contact support and ask them to add the following fields to the back end of your account:
|mention_me_referee_reward_expiry_date||Referee's reward expiry date||Date|
|mention_me_referee_coupon_code||Referee's coupon code||String|
|mention_me_referrer_firstname||Referrer's first name||String|
|mention_me_segment||Mention Me segment||String|
|mention_me_source_locale||Mention Me source locale||String|
Note: Mention me will also pass the referee_email_address to the default Ometria contact.email field. This field is used to identify the contact.
- In Ometria, go to Settings and select the 'API KEYS' tab. Create a new API key.
- Send the API key to the Mention Me team via the 'Secure File Transfer' section in the Mention Me client portal.
- Provide Mention Me with the IDs of any segments you want to add your subscribers to. You can find your segment IDs in Saved Segments. We recommend creating a static segment for this purpose.
- The Mention Me team will confirm with you that setup is complete. You can then tests that the fields are being populated in Ometria.
You are now ready to start using the Mention Me newsletter opt-in data in Ometria.
We recommend creating a dedicated welcome email campaign for these contacts, acknowledging that they have been referred by a a friend and prompting them to use their introductory reward.
Select 'everyone' who match ALL of these blocks:
Customer belongs to segment 'which is' '[your Mention Me static segment]'