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Use this when you have one specific customer to enrol, typically because they signed up offline, or your team is handling a support request and you want them in the programme straight away. For a list of customers, upload a CSV instead.

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Open the wizard

Three entry points all open the same modal:
  • Enrol customer card on the Customers landing page.
  • A row’s … menu, then Enrol in campaign.
  • A customer profile’s Enrol in campaign button (top right).

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Step 1: Pick a campaign

Modal titled Enrol new customer with the Campaign dropdown open
Only active campaigns appear in the dropdown. Pick the one that matches the customer’s market and segment. If you’re unsure, check Campaigns → Active to confirm before continuing. Click Next to proceed.

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Step 2: Enter their details

Form with Title (optional), First name (required), Surname (required), Email address (required), and two checkboxes for paying customer and email consent
FieldRequiredNotes
TitleNoE.g. Mr / Ms / Dr.
First nameYes
SurnameYes
Email addressYesMust be a valid email.
This customer is a paying customerNoTick if the customer has a confirmed purchase on file. Required if your campaign only rewards existing customers.
Send referrer registration and forward emails to the customerNoTriggers the standard Mention Me onboarding emails. Only tick if you have GDPR consent in writing or verbally.
Click Enrol customer to submit.

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What happens next

  • The customer appears at the top of the list, with Last activity set to today.
  • If you ticked the emails box, the registration email goes out immediately.
  • The customer is enrolled in the selected campaign only. To enrol the same person in a second campaign, open the profile and click Enrol in campaign again.
End-to-end flow from clicking Enrol customer to seeing the new row at the top of the table

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Common issues

No active campaigns in your account. Create one in Campaigns first.
Make sure there are no trailing spaces and the domain is reachable. Mention Me validates the format only, so it won’t catch mistyped addresses. Check carefully.
The wizard creates a fresh record. If the customer already exists, find them via search and use Enrol in campaign from their profile to add them to a different campaign without duplicating.

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See also

Last modified on May 15, 2026