Early access. This section documents the Onboarding Hub in Mention Me,
currently available as a beta. For Classic docs, see
Onboarding.
The Onboarding Hub, with the three stages and a progress bar.
The Three Stages
The hub is split into three numbered stages. A progress bar at the top shows how far you are.
The launch checklist stays locked until you prepare to launch. Finish setup to unlock that stage.
Work Through the Hub
Each row is an onboarding step. Click a row to open its page or dialog. A Do this next badge marks the first incomplete step. You can Assign a step to a teammate. Completed steps show who finished them.
An onboarding step row, with the Do this next badge and Assign control.
Set up your programme
Configure branding
Set colours, fonts, tone and button style so the journey matches your brand.
Draft your first campaign
Create the campaign you will launch later.
Set up tracking
Connect Mention Me to your site so referrals can be tracked.
Prepare to launch
Prepare to launch
Get the programme ready. This unlocks the launch checklist. It does not
launch the campaign.
Understanding setup before launch
Why nothing is live yet, and what you can do during setup.
Launch checklist
These steps appear after you prepare to launch.The Launch checklist, with Upload your customers marked Do this next.
Enable live tracking
Point your tags at live. Mention Me confirms the first live fire.
Upload your customers
Share your existing customer list so they are not treated as new referees.
Add voucher codes
Stock the reward codes your campaign needs before you launch.
Activate your first campaign
Launch the campaign so referrers can start sharing.
Key Concepts
- Onboarding Hub. The checklist page. Not the same as the Setup Wizard you completed at signup.
- Onboarding step. One row on the hub, with a status such as pending, complete, locked or detecting.
- Tracking integration method. How you install the tag: Shopify, Google Tag Manager, JavaScript or API. It changes the copy you see on later steps.
- Prepare to launch. Unlocks the launch checklist. Once only, and you cannot go back.
- Launch. Turning on a campaign so customers can share.
Where to Go Next
Configure branding
Start with the first setup step.
Understanding setup before launch
Read this before you prepare to launch.
Campaigns
The editor you will use to finish and launch the campaign.
Start Guide
From sign-up to a live campaign, then into the rest of the docs.