> ## 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 Set Up Coupon Reminder Scenarios in Bloomreach

> Create Bloomreach scenarios to remind referrers and referees to use their Mention Me coupon codes.

## About These Scenarios

These Bloomreach scenarios remind customers to use their Mention Me coupon codes. The referee scenario targets prospective customers, while the referrer scenario targets existing customers who earned a reward for referring a friend.

Built using Mention Me data and Bloomreach's <a href="https://documentation.bloomreach.com/engagement/docs/introduction-to-scenarios" target="_blank" rel="noopener noreferrer">Scenarios functionality</a>.

<Note>
  You can also import these scenarios as pre-built initiatives. See [How to Install Mention Me Pre-Built Referral Initiatives in Bloomreach](/knowledge/esp-crm/bloomreach/promote-referral#installing-pre-built-initiatives).
</Note>

## Prerequisites

1. Active Mention Me referral programme
2. Mention Me / Bloomreach integration enabled
3. ESP integrated with your Bloomreach environment
4. Basic understanding of <a href="https://documentation.bloomreach.com/engagement/docs/filters#date--time-processing" target="_blank" rel="noopener noreferrer">Bloomreach Jinja</a>

## Supported Channels

* Email

## Referee Scenario

Remind prospective customers (referees) to use the coupon codes they received after being introduced to your brand.

Goals:

* **Drive first purchase**
* **Increase average order value**

### Basic Workflow

1. The referee receives a coupon via Mention Me's initial email.
2. If no purchase is made, follow-up reminder emails encourage them to redeem.
3. More reminders are sent if the referee still hasn't completed a purchase.

<Frame caption="The referee coupon reminder scenario flow in Bloomreach.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/19537949511453.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=15aa5d217aeb03a600cf16e56bf19d92" alt="Referee coupon reminder scenario flow in Bloomreach" width="2198" height="744" data-path="images/knowledge/esp-crm/bloomreach/19537949511453.png" />
</Frame>

### Step 1: Create the Scenario Flow

<Steps>
  <Step title="Set the trigger">
    Set trigger as **On Event**: `received_a_referee_reward`

    <Frame caption="The On Event trigger set to received_a_referee_reward.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13069119015581.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=d9e906fe43c2d87e2025afe56faf5ef5" alt="On Event trigger with received_a_referee_reward" width="1445" height="383" data-path="images/knowledge/esp-crm/bloomreach/13069119015581.png" />
    </Frame>
  </Step>

  <Step title="Segment the audience">
    Segment for contacts with email + marketing consent.

    <Frame caption="The segmentation filter for contacts with email and consent.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/19537934905501.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=f50a255edb1cb6debb6766c2c824ddba" alt="Segmentation filter for contacts with email and consent" width="2090" height="1126" data-path="images/knowledge/esp-crm/bloomreach/19537934905501.png" />
    </Frame>
  </Step>

  <Step title="Add an A/B test">
    Add an A/B test (90/10 split) to monitor impact.

    <Frame caption="The A/B test configuration with a 90/10 split.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/19537934910877.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=2b04eb4f3519fff90410a505c326918c" alt="A/B Test configuration with 90/10 split" width="1374" height="802" data-path="images/knowledge/esp-crm/bloomreach/19537934910877.png" />
    </Frame>
  </Step>

  <Step title="Add wait periods">
    Add wait periods between emails:

    * 1st email - 2 days after event trigger
    * 2nd email - 6 days after 1st email
    * 3rd email - 4 days after 2nd email

    <Frame caption="The wait period configuration between referee emails.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13070072413725.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=2c8ed439aefc9c2580f3b2015b3c4029" alt="Wait period configuration between referee emails" width="246" height="271" data-path="images/knowledge/esp-crm/bloomreach/13070072413725.png" />
    </Frame>

    If you are unsure about reward validity, contact your Mention Me CSM or [Mention Me Support](https://help.mention-me.com/hc/en-gb/requests/new).
  </Step>

  <Step title="Add a conditional split">
    Include a conditional split to check if a purchase has been made within a given period:

    * 1st email - check for purchases within 2 days
    * 2nd email - check within 6 days
    * 3rd email - check within 4 days

    <Frame caption="The conditional split to check for purchases.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13077413085725.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=a28035c353155eb538ae3563af1d48fb" alt="Conditional split to check for purchases" width="2116" height="1324" data-path="images/knowledge/esp-crm/bloomreach/13077413085725.png" />
    </Frame>
  </Step>

  <Step title="Add the email action">
    In the "No" branch, add Email Action for contacts who haven't purchased.

    <Frame caption="The Email Action added on the No branch for unpurchased contacts.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13070006723357.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=875720efb6361092216580322dbe9eda" alt="Email Action on No branch for unpurchased contacts" width="465" height="487" data-path="images/knowledge/esp-crm/bloomreach/13070006723357.png" />
    </Frame>

    Repeat Steps 2-4 for each follow-up reminder email.
  </Step>
</Steps>

### Step 2: Add Email Content

1. Update content and styling for brand consistency
2. Add product recommendations to increase conversion
3. Under Email Settings, set correct consent category

<Frame caption="The consent category setting in the referee email settings.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13083293808157.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=2b7e80e7f298bcf97ff4057c4da7dee2" alt="Consent category in referee email settings" width="1154" height="424" data-path="images/knowledge/esp-crm/bloomreach/13083293808157.png" />
</Frame>

#### Preview Images

Reminder 1:

<Frame caption="Referee coupon reminder email 1 preview.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13070176453149.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=d15142915a940981f75cf4eab36d1af3" alt="Referee coupon reminder email 1 preview" width="1305" height="779" data-path="images/knowledge/esp-crm/bloomreach/13070176453149.png" />
</Frame>

Reminder 2:

<Frame caption="Referee coupon reminder email 2 preview.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13070184163101.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=ab80d3b1b6c1aea97e61b9b216f50a61" alt="Referee coupon reminder email 2 preview" width="1258" height="889" data-path="images/knowledge/esp-crm/bloomreach/13070184163101.png" />
</Frame>

Reminder 3:

<Frame caption="Referee coupon reminder email 3 preview.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13070196950685.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=3ee0fd330d1ae1df6fda17b174619b77" alt="Referee coupon reminder email 3 preview" width="1258" height="889" data-path="images/knowledge/esp-crm/bloomreach/13070196950685.png" />
</Frame>

### Jinja Variables

| Variable                                                                         | Description                             | Example                                         |
| -------------------------------------------------------------------------------- | --------------------------------------- | ----------------------------------------------- |
| `{{ event.referrer_first_name }}`                                                | First name of the referrer              | Ryder                                           |
| `{{ event.referee_reward }}`                                                     | Reward available to the referee         | £15 or 30%                                      |
| `{{ event.coupon_code }}`                                                        | Coupon code assigned to the referee     | 10USDOFF-RXAAURVZ                               |
| `{{ ((event.coupon_expiry \| to_timestamp - time) / (24*60*60)) \| int }}`       | Days remaining until coupon expiry      | 8                                               |
| `{{ event.coupon_expiry \| to_timestamp \| from_timestamp('%A, %d of %B %Y') }}` | Coupon expiry date formatted for reader | Wednesday, 19 of July 2023                      |
| `{{ event.call_to_action_url }}`                                                 | Destination URL for redemption          | [www.mention-me.com](http://www.mention-me.com) |

### Step 3: Preview the Email

<Steps>
  <Step title="Open the Design Test tab">
    Open the Design **Test** tab.

    <Frame caption="The Design Test tab for the referee email preview.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13078869565341.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=6b9fdb5efafec60bd1bbe8e3b91aa840" alt="Design Test tab for referee email preview" width="848" height="362" data-path="images/knowledge/esp-crm/bloomreach/13078869565341.png" />
    </Frame>
  </Step>

  <Step title="Select a test contact">
    Select a contact who triggered the event.

    <Frame caption="Selecting a test contact for the referee email preview.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13078924763421.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=847fc687bd9a5e595245cc538d3d8bcc" alt="Selecting test contact for referee email" width="902" height="402" data-path="images/knowledge/esp-crm/bloomreach/13078924763421.png" />
    </Frame>
  </Step>

  <Step title="Preview the email">
    Preview the email message with event data.
  </Step>
</Steps>

Example reminder previews:

<Frame caption="Referee reminder 1 preview with populated data.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13078686210461.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=da04c104c902bb7f6eaaac20fa3bd481" alt="Referee reminder 1 preview with populated data" width="1594" height="1598" data-path="images/knowledge/esp-crm/bloomreach/13078686210461.png" />
</Frame>

The second reminder shows the same event data further along the flow:

<Frame caption="Referee reminder 2 preview with populated data.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13078715387677.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=d773f399e33327b91a74c9fef9785c8b" alt="Referee reminder 2 preview with populated data" width="1594" height="1598" data-path="images/knowledge/esp-crm/bloomreach/13078715387677.png" />
</Frame>

The third reminder confirms the final set of populated variables:

<Frame caption="Referee reminder 3 preview with populated data.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13078759804701.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=32e1183805440f5fd16970b137888272" alt="Referee reminder 3 preview with populated data" width="1598" height="1676" data-path="images/knowledge/esp-crm/bloomreach/13078759804701.png" />
</Frame>

### Step 4: Activate the Scenario

Once testing is complete, click **Start** to activate the Scenario.

<Frame caption="The Start button to activate the referee scenario.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13078812494493.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=0d5b69b1e91eb5f3dcd9fc43e6e06ef3" alt="Start button to activate referee scenario" width="2826" height="256" data-path="images/knowledge/esp-crm/bloomreach/13078812494493.png" />
</Frame>

## Referrer Scenario

Remind existing customers (referrers) to use the coupon codes they received after referring a friend. It uses Mention Me referral data integrated within Bloomreach Scenarios.

Goals:

* **Increase active customer revenue**
* **Drive premium customer revenue**
* **Improve retention**

### Basic Workflow

1. Referrers automatically receive a coupon (sent by Mention Me).
2. Reminder email is sent (if opt-in + no purchase).
3. Further reminders are sent at scheduled intervals.

<Frame caption="The referrer coupon reminder scenario flow.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/19537946055837.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=4491c635355d092ef512f971f89b53b6" alt="Referrer coupon reminder scenario flow" width="2296" height="992" data-path="images/knowledge/esp-crm/bloomreach/19537946055837.png" />
</Frame>

### Step 1: Build the Scenario Flow

<Steps>
  <Step title="Set the trigger">
    Set trigger as **On Event** with event name: `received_a_referrer_reward`

    <Frame caption="The On Event trigger set to received_a_referrer_reward.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13081008804253.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=2585e36a2a4011339715ae5ae02c1214" alt="On Event trigger with received_a_referrer_reward" width="1462" height="430" data-path="images/knowledge/esp-crm/bloomreach/13081008804253.png" />
    </Frame>
  </Step>

  <Step title="Add segmentation">
    Add segmentation to ensure contacts have a valid email + consent.

    <Frame caption="The segmentation filter for referrer contacts.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/19538004759197.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=c9e1ef91f3021c8cf6b68d1620c97cda" alt="Segmentation for referrer contacts" width="2090" height="1126" data-path="images/knowledge/esp-crm/bloomreach/19538004759197.png" />
    </Frame>
  </Step>

  <Step title="Add an A/B test">
    Add an A/B Test (90/10 split) to measure scenario impact.

    <Frame caption="The A/B test configuration for the referrer scenario.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/19538004769437.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=9ef052b62f2e5259c3de3f231aab970e" alt="A/B Test for referrer scenario" width="1374" height="802" data-path="images/knowledge/esp-crm/bloomreach/19538004769437.png" />
    </Frame>
  </Step>

  <Step title="Insert wait periods">
    Insert wait periods before sending each email:

    * 1st email - wait 7 days after coupon sent
    * 2nd email - wait 14 days after 1st email
    * 3rd email - wait 14 days after 2nd email

    <Frame caption="The wait period configuration between referrer emails.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13080906092317.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=dcb5c05fb125288854a9cded0225e5fc" alt="Wait period between referrer emails" width="239" height="247" data-path="images/knowledge/esp-crm/bloomreach/13080906092317.png" />
    </Frame>

    If you're unsure of your coupon validity period, contact your Mention Me CSM or [Mention Me Support](https://help.mention-me.com/hc/en-gb/requests/new).
  </Step>

  <Step title="Add a conditional split">
    Add a conditional split to check if the referrer has made a purchase:

    * 1st email - purchased in the last 7 days
    * 2nd email - purchased in the last 14 days
    * 3rd email - purchased in the last 14 days

    <Frame caption="The conditional split for referrer purchase checking.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13080898099613.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=798ca6a93113fa5c269403864eb69eb3" alt="Conditional split for referrer purchase checking" width="1082" height="468" data-path="images/knowledge/esp-crm/bloomreach/13080898099613.png" />
    </Frame>
  </Step>

  <Step title="Add the email action">
    Add an Email Action on the "No" branch (didn't purchase).

    <Frame caption="The Email Action added on the No branch for referrers.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13080917531805.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=f1e8a0a450ee61b6747af3c500a8839b" alt="Email Action on No branch for referrers" width="471" height="400" data-path="images/knowledge/esp-crm/bloomreach/13080917531805.png" />
    </Frame>

    Repeat steps 2-4 for each additional reminder email.
  </Step>
</Steps>

### Step 2: Add Email Content

1. Customise imagery and styling to align with your brand
2. Include optional product recommendations
3. Set the appropriate consent category in the email Settings

<Frame caption="The consent category setting in the referrer email settings.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13082198662429.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=3614ca24fe427eb73937165d29e600cb" alt="Consent category in referrer email settings" width="1154" height="424" data-path="images/knowledge/esp-crm/bloomreach/13082198662429.png" />
</Frame>

#### Live Email Previews

**Reminder 1:**

<Frame caption="Referrer coupon reminder email 1 preview.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13080680963741.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=f58086ba481b3f0518ba06fd960ccc48" alt="Referrer coupon reminder email 1 preview" width="1118" height="888" data-path="images/knowledge/esp-crm/bloomreach/13080680963741.png" />
</Frame>

**Reminder 2:**

<Frame caption="Referrer coupon reminder email 2 preview.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13081366555165.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=c6bb67b25d905b5bd397ffb39fe8554c" alt="Referrer coupon reminder email 2 preview" width="1079" height="890" data-path="images/knowledge/esp-crm/bloomreach/13081366555165.png" />
</Frame>

**Reminder 3:**

<Frame caption="Referrer coupon reminder email 3 preview.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13081481771165.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=c217d8d0ecbad331c46dafdc2ebd36bf" alt="Referrer coupon reminder email 3 preview" width="1079" height="890" data-path="images/knowledge/esp-crm/bloomreach/13081481771165.png" />
</Frame>

### Useful Jinja Variables

| Jinja Syntax                                                                     | Description                           | Example                    |
| -------------------------------------------------------------------------------- | ------------------------------------- | -------------------------- |
| `{% if customer.first_name %}{{customer.first_name}}{% else %}there{% endif %}`  | Customer's first name with fallback   | "Ryder" or "there"         |
| `{{ event.referrer_reward }}`                                                    | Referrer's reward display text        | £15 or 30%                 |
| `{{ event.coupon_code }}`                                                        | Referrer's unique coupon code         | 10USDOFF-RXAAURVZ          |
| `{{ ((event.coupon_expiry \| to_timestamp - time) / (24*60*60)) \| int }}`       | Days left until coupon expiry         | 8 days                     |
| `{{ event.coupon_expiry \| to_timestamp \| from_timestamp('%A, %d of %B %Y') }}` | Formatted expiry date                 | Wednesday, 19 of July 2023 |
| `{{ event.call_to_action_url }}`                                                 | Destination URL to redeem the voucher | mention-me.com             |

### Step 3: Test the Email

<Steps>
  <Step title="Open the Design Test tab">
    Open email **Design**, go to **Test** tab.

    <Frame caption="The Design Test tab for the referrer email preview.">
      <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13080642837021.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=36d4863b9c1389d37052901bbf8745ec" alt="Design Test tab for referrer email preview" width="1084" height="1032" data-path="images/knowledge/esp-crm/bloomreach/13080642837021.png" />
    </Frame>
  </Step>

  <Step title="Select a test customer">
    Filter and select a customer who matches the event trigger.
  </Step>

  <Step title="Preview with live values">
    Preview the email with live values.
  </Step>
</Steps>

<Frame caption="Referrer reminder preview 1 with live data.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13081494567197.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=2199e836f8262fdfe0debfa9e4f2bd6e" alt="Referrer reminder preview 1 with live data" width="1080" height="1032" data-path="images/knowledge/esp-crm/bloomreach/13081494567197.png" />
</Frame>

The second reminder shows the same live data further along the flow:

<Frame caption="Referrer reminder preview 2 with live data.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13081491862813.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=6a1d285033a9cb0bef8ed6bc0d04abde" alt="Referrer reminder preview 2 with live data" width="1080" height="1032" data-path="images/knowledge/esp-crm/bloomreach/13081491862813.png" />
</Frame>

### Step 4: Activate the Scenario

Once you've reviewed and finalised your designs, click **Start** to activate the scenario.

<Frame caption="The Start button to activate the referrer scenario.">
  <img src="https://mintcdn.com/mentionme/Dd_TNqD5daJEFstQ/images/knowledge/esp-crm/bloomreach/13081525959581.png?fit=max&auto=format&n=Dd_TNqD5daJEFstQ&q=85&s=38e700eab53b194fbf97e51a0573c829" alt="Start button to activate referrer scenario" width="1876" height="182" data-path="images/knowledge/esp-crm/bloomreach/13081525959581.png" />
</Frame>
