Finish the three pre-dashboard steps so you can open the Onboarding Hub.
The Setup Wizard runs once after you sign up, before you reach the dashboard. It is not the Onboarding Hub. The wizard collects your business details, your tracking integration method, and a first pass at your brand. Installing tags, drafting a campaign, and launching happen later on the hub.The sidebar lists three steps: Your business, Connect your site, and Your brand.
1
Sign Up and Start
Go to app.mention-me.com and create an account with your work email.The first screen is Welcome. Click Start to open the wizard.
The Welcome screen, with Start at the bottom right.
2
Your Business
Enter your Company name and Website URL, then click Continue.Mention Me may already have found your business from your email. If the details are right, click That’s us. If not, click Not your business? Enter manually.Next, tell Mention Me about you and the company: industry, company size, and your role. Some fields may already be filled in. Click Continue.This step creates your workspace.
The Your business step, with company name and website URL.
3
Connect Your Site
Choose how Mention Me lives on your site. This is your tracking integration method. It is saved on the workspace and changes the copy you see later, including Set up tracking.
Method
Best when
Shopify
You run on Shopify and can install the Mention Me app
Google Tag Manager
You already manage tags in GTM
JavaScript Tag
You can paste snippets into your site
Mention Me API
You want a server-side integration
Click Continue. For Shopify, Mention Me may detect your store and offer to install the app now. For the other methods, the wizard saves your choice. You install tags later from the Onboarding Hub.To skip this for now, click Connect later. You can pick a method on Set up tracking.
The Connect your site step, with Shopify, Google Tag Manager, JavaScript Tag and Mention Me API.
4
Your Brand
Mention Me scans your site for colours, visual style and tone of voice. You review and edit these later on Configure branding. You do not set them in the wizard.Wait until Finish is enabled, then click it. Mention Me opens the Onboarding Hub.
The Your brand step, scanning colours, theme and tone of voice.
The wizard records the method. The hub is where you complete the install, except for Shopify, which can connect during the wizard.
Shopify
Google Tag Manager
JavaScript Tag
Mention Me API
If Mention Me detects Shopify, or you pick it, click Install. Approve the app in your Shopify admin, then return to the wizard. Mention Me continues from where you left off.You can also click Connect later and finish from Set up tracking.For the full Shopify install, see Installing the Mention Me Shopify app.
The wizard saves Google Tag Manager as your method. You import the Mention Me GTM template and add tags from Set up tracking.For the tag reference, see Tag Integration.
The wizard saves JavaScript Tag as your method. You paste snippets onto the matching pages from Set up tracking.For the snippet reference, see JavaScript Tags.
The wizard saves Mention Me API as your method. You send events from your server instead of embedding tags. The hub still has a Set up tracking step so you can skip tag checks if your integration does not use tags.For the API, see Consumer API.
