> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mention-me.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Enrol a Customer

> Manually add a single customer to a campaign from the Customers landing page.

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](/knowledge-v2/data/uploads) instead.

## Open the Wizard

Three entry points all open the same modal:

* **Enrol customer** card on the [Customers landing page](/knowledge-v2/customers/browse/customer-list).
* A row's **…** menu, then **Enrol in campaign**.
* A customer profile's **Enrol in campaign** button (top right).

<Steps>
  <Step title="Pick a Campaign">
    <Frame caption="Campaign picker">
      <img src="https://mintcdn.com/mentionme/7ucJFhHUZIK8S7SD/images/knowledge-v2/customers/enrol/step-1-campaign.png?fit=max&auto=format&n=7ucJFhHUZIK8S7SD&q=85&s=c5123e9bc4ba3587223f543138ca305b" alt="Modal titled Enrol new customer with the Campaign dropdown open" width="1192" height="608" data-path="images/knowledge-v2/customers/enrol/step-1-campaign.png" />
    </Frame>

    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.
  </Step>

  <Step title="Enter Their Details">
    <Frame caption="Customer details form">
      <img src="https://mintcdn.com/mentionme/7ucJFhHUZIK8S7SD/images/knowledge-v2/customers/enrol/step-2-details.png?fit=max&auto=format&n=7ucJFhHUZIK8S7SD&q=85&s=eaac9571feda4cb5857472655e83b315" alt="Customer details form with name, email, and consent checkboxes" width="1192" height="1084" data-path="images/knowledge-v2/customers/enrol/step-2-details.png" />
    </Frame>

    | Field                                                         | Required | Notes                                                                                                              |
    | ------------------------------------------------------------- | -------- | ------------------------------------------------------------------------------------------------------------------ |
    | Title                                                         | No       | E.g. Mr / Ms / Dr.                                                                                                 |
    | First name                                                    | Yes      |                                                                                                                    |
    | Surname                                                       | Yes      |                                                                                                                    |
    | Email address                                                 | Yes      | Must be a valid email.                                                                                             |
    | This customer is a paying customer                            | No       | Tick 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 customer | No       | Triggers the standard Mention Me onboarding emails. **Only tick if you have GDPR consent in writing or verbally.** |

    Click **Enrol customer** to submit.
  </Step>
</Steps>

## 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.

<Frame caption="Full enrolment flow">
  <img src="https://mintcdn.com/mentionme/7ucJFhHUZIK8S7SD/images/knowledge-v2/customers/enrol/full-flow.png?fit=max&auto=format&n=7ucJFhHUZIK8S7SD&q=85&s=f538bdf6db3376bd03e05cd54159780f" alt="End-to-end flow from clicking Enrol customer to seeing the new row at the top of the table" width="7038" height="1596" data-path="images/knowledge-v2/customers/enrol/full-flow.png" />
</Frame>

## Common Issues

<AccordionGroup>
  <Accordion title="Campaign dropdown is empty">
    No active campaigns in your account. Create one in **Campaigns** first.
  </Accordion>

  <Accordion title="Email address rejected">
    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.
  </Accordion>

  <Accordion title="The customer is already enrolled">
    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.
  </Accordion>

  <Accordion title="I can't tick the email-consent box">
    The box enables once an email address is filled in. Only tick it if you have GDPR consent on file.
  </Accordion>
</AccordionGroup>

## See Also

<CardGroup cols={2}>
  <Card title="Understanding Automatic Enrolment at Post-Purchase" icon="sparkles" href="/knowledge-v2/customers/understanding-automatic-enrolment">
    Why most customers don't need to be enrolled manually at all.
  </Card>

  <Card title="Upload a CSV" icon="upload" href="/knowledge-v2/data/uploads">
    Bulk enrolment for a list of customers.
  </Card>

  <Card title="Link a friend" icon="users" href="/knowledge-v2/customers/common-tasks/link-a-friend">
    Enrol a friend under an existing referrer.
  </Card>
</CardGroup>
