> ## 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 Programs in Dotdigital

> Create Dotdigital programs to remind referrers and referees to use their Mention Me coupon codes.

## About These Programs

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

The programs utilise data sent from Mention Me to Dotdigital through the integration and the [Program builder](https://support.dotdigital.com/en/articles/8198961-program-builder) functionality of Dotdigital.

## Prerequisites

1. An active Mention Me referral program
2. A Mention Me / Dotdigital enabled integration
3. Knowledge of [Liquid Scripting](https://support.dotdigital.com/en/articles/8198939-personalisation-with-liquid-overview)

## Supported Channels

* Email

## Referee Program

Remind prospective customers (referees) to use their coupon codes received from being introduced to your brand.

Goals:

* Drive first purchase
* Increase average order value

### Basic Workflow

1. A prospective customer gets a coupon when their friend introduces them (email sent by Mention Me).
2. A reminder email (subject to consent) is sent to use the coupon if they have not purchased yet.
3. Further reminders are sent at different times to encourage coupon usage.

<Frame caption="Referee coupon reminder program flow">
  <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22935575167005.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=3c19fe17f38c89eeaa6e8e1831dfeaef" alt="Referee coupon reminder program flow in Dotdigital" width="1478" height="1180" data-path="images/knowledge/esp-crm/dotdigital/22935575167005.png" />
</Frame>

### Step 1: Create the Program Flow

<Steps>
  <Step title="Set the enrolment schedule">
    Create the Start Criteria with the following settings.

    **Enrolment schedule:** Set to run daily at 23:00 to pick up customers who received their reward that day.

    <Frame caption="The enrolment schedule set to run daily at 23:00.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22292494993693.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=ca7217f9d7772574941698505d57ef25" alt="Enrolment schedule set to daily at 23:00" width="463" height="390" data-path="images/knowledge/esp-crm/dotdigital/22292494993693.png" />
    </Frame>
  </Step>

  <Step title="Set the enrolment rule">
    **Enrolment rule:** Base on a segment (called *MM Referee Rewarded today*) to look for customers who received their referee reward today from the insight collection `mm-received_referee_reward`.

    <Frame caption="An enrolment rule based on the MM Referee Rewarded segment.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22292464149277.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=9b31ab2b4366aae44188a7ed69e77d17" alt="Enrolment rule based on MM Referee Rewarded segment" width="1097" height="489" data-path="images/knowledge/esp-crm/dotdigital/22292464149277.png" />
    </Frame>
  </Step>

  <Step title="Set enrolment limits">
    **Enrolment limits:** Set to only enrol the first time they meet the criteria, since referees can only receive this type of reward once.

    <Frame caption="Enrolment limits set to first time only.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22293273450653.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=417c532ff0f5d8ae6037d70b2e59ffb5" alt="Enrolment limits set to first time only" width="580" height="297" data-path="images/knowledge/esp-crm/dotdigital/22293273450653.png" />
    </Frame>
  </Step>

  <Step title="Add wait delays">
    Add wait delays before and after emails:

    * Before 1st send: Mention Me sends the first email immediately, so include a delay to avoid duplicate emails.
    * After each send: Wait to check if they have purchased.

    Suggested wait periods:

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

    <Frame caption="Wait delay configuration between emails.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22292464153245.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=7914a545f7c0817f958542ac71df079b" alt="Wait delay configuration between emails" width="365" height="262" data-path="images/knowledge/esp-crm/dotdigital/22292464153245.png" />
    </Frame>

    If you are unsure of your reward validity period, reach out to your Mention Me CSM or [Mention Me support](https://help.mention-me.com/hc/en-gb/requests/new).
  </Step>

  <Step title="Add a decision split">
    Add a Decision split to check that the referee has purchased in the last x days:

    * 1st email - Purchased in last 2 days
    * 2nd email - Purchased in last 6 days
    * 3rd email - Purchased in last 4 days
    * Add an Exit Program node on the Yes branch
    * Referees meeting the No criteria move to the next step

    <Frame caption="A decision split to check for recent purchases.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22457482498461.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=3d1e3ee8f055417b81c0a4d472a2b24e" alt="Decision split to check for recent purchases" width="1215" height="493" data-path="images/knowledge/esp-crm/dotdigital/22457482498461.png" />
    </Frame>

    The full configuration for the decision split is shown below:

    <Frame caption="Decision split configuration details in Dotdigital.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22457482500765.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=0eb6aac4e68a8cbea4d35ebc91964680" alt="Decision split configuration details" width="1108" height="429" data-path="images/knowledge/esp-crm/dotdigital/22457482500765.png" />
    </Frame>
  </Step>

  <Step title="Add the email campaign">
    Add an Email campaign and select one of the pre-configured emails that Mention Me created. The 3 pre-configured emails can be found under Triggered Emails:

    <Frame caption="Pre-configured triggered emails created by Mention Me.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22467018908061.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=9ed8a9e0cdfb8816f3c61d6fe60cccbf" alt="Pre-configured triggered emails from Mention Me" width="430" height="323" data-path="images/knowledge/esp-crm/dotdigital/22467018908061.png" />
    </Frame>

    Select the relevant email campaign from the list:

    <Frame caption="Selecting a pre-configured triggered email campaign.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22467545623709.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=0ac8a754713c3d1fc252a198fb37b30c" alt="Selecting pre-configured triggered email campaign" width="1938" height="1186" data-path="images/knowledge/esp-crm/dotdigital/22467545623709.png" />
    </Frame>
  </Step>

  <Step title="Add an exit program node">
    Add an Exit Program node after the last email sent.

    <Frame caption="An Exit Program node placed after the last email.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22457702933917.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=bd37b3888441dfc94489908d703f313b" alt="Exit Program node after last email" width="597" height="281" data-path="images/knowledge/esp-crm/dotdigital/22457702933917.png" />
    </Frame>

    Repeat the previous two steps for each email being sent.
  </Step>
</Steps>

### Step 2: Add Content to Each Email

As part of the Mention Me Dotdigital integration setup, 3 pre-configured triggered email campaigns are created. The templates use data from the Insights collection `mm-received_referee_reward`.

The Mention Me data creates a personalised email experience using [Liquid Scripting](https://support.dotdigital.com/en/articles/8198939-personalisation-with-liquid-overview).

<Frame caption="Pre-configured triggered emails created by Mention Me.">
  <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22467018908061.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=9ed8a9e0cdfb8816f3c61d6fe60cccbf" alt="Pre-configured triggered emails from Mention Me" width="430" height="323" data-path="images/knowledge/esp-crm/dotdigital/22467018908061.png" />
</Frame>

### Step 3: Test the Preview

<Steps>
  <Step title="Open the preview">
    Click the Preview button in the email editor.

    <Frame caption="The Preview button in the Dotdigital email editor.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22467160315549.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=468edc9688431545b1949c940c8c7ac8" alt="Preview button in Dotdigital email editor" width="2020" height="530" data-path="images/knowledge/esp-crm/dotdigital/22467160315549.png" />
    </Frame>
  </Step>

  <Step title="Select a test customer">
    Select a customer from the filter who has met the trigger criteria.

    <Frame caption="An enrolment rule based on the MM Referee Rewarded segment.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22292464149277.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=9b31ab2b4366aae44188a7ed69e77d17" alt="Enrolment rule based on MM Referee Rewarded segment" width="1097" height="489" data-path="images/knowledge/esp-crm/dotdigital/22292464149277.png" />
    </Frame>
  </Step>

  <Step title="Review the populated email">
    The email will be populated with the relevant event information.

    <Frame caption="A previewed email populated with event data.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22467003687069.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=a9e286e9363f974a2295517e7ccd012d" alt="Previewed email populated with event data" width="1142" height="850" data-path="images/knowledge/esp-crm/dotdigital/22467003687069.png" />
    </Frame>
  </Step>
</Steps>

### Step 4: Activate the Program

Once you are happy with the content and have tested the emails, activate the program.

<Frame caption="The Activate program button in Dotdigital.">
  <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22457482502557.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=0a699759837e4db6494c0c0ccd2bfa78" alt="Activate program button in Dotdigital" width="473" height="187" data-path="images/knowledge/esp-crm/dotdigital/22457482502557.png" />
</Frame>

## Referrer Program

Remind existing customers (referrers) to use their coupon codes received from introducing a friend to your brand.

Goals:

* Increase active customer revenue
* Increase premium customer revenue
* Increase retention

### Basic Workflow

1. An existing customer gets a coupon when they successfully introduce a friend (email sent by Mention Me).
2. A reminder email (subject to consent) is sent to use the coupon if they have not purchased yet.
3. Further reminders are sent at different times to encourage coupon usage.

<Frame caption="Referrer coupon reminder program flow">
  <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22935479134493.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=e8107e0acafc4f02f7372b56626c10ed" alt="Referrer coupon reminder program flow in Dotdigital" width="1526" height="1318" data-path="images/knowledge/esp-crm/dotdigital/22935479134493.png" />
</Frame>

### Step 1: Create the Program Flow

<Steps>
  <Step title="Set the enrolment schedule">
    Create the Start Criteria with the following settings.

    **Enrolment schedule:** Set to run daily at 23:00.

    <Frame caption="The referrer enrolment schedule configuration.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22485346710173.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=9f58cf24d24af532fa878bce81f1f213" alt="Referrer enrolment schedule configuration" width="463" height="390" data-path="images/knowledge/esp-crm/dotdigital/22485346710173.png" />
    </Frame>
  </Step>

  <Step title="Set the enrolment rule">
    **Enrolment rule:** Base on a segment (called "Mention Me Referrer Rewarded today") to look for customers who received their referrer reward today from the insight collection `mm-received_referrer_reward`.

    <Frame caption="The enrolment rule for the referrer rewarded segment.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394000797.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=eb1e654fc9b5007fc3eebae3057dc2c3" alt="Enrolment rule for referrer rewarded segment" width="2084" height="720" data-path="images/knowledge/esp-crm/dotdigital/22486394000797.png" />
    </Frame>
  </Step>

  <Step title="Set enrolment limits">
    **Enrolment limits:** Set to Re-enrol contacts after 1 day, since customers could refer more than one friend.

    <Frame caption="The re-enrol contacts after 1 day setting.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486367162781.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=0ebb33da053b27e90b813a3331225893" alt="Re-enrol contacts after 1 day setting" width="1054" height="510" data-path="images/knowledge/esp-crm/dotdigital/22486367162781.png" />
    </Frame>
  </Step>

  <Step title="Add wait delays">
    Add wait delays before and after emails:

    * Before 1st send: Mention Me sends the first email immediately, so delay slightly.
    * After each send: Check if the user already purchased.

    Suggested wait periods:

    * 1st email - 7 days after the segment trigger
    * 2nd email - 14 days after the 1st email
    * 3rd email - 14 days after the 2nd email

    <Frame caption="Wait delay settings for referrer reminders.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394017949.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=ab3c5360251e92fe0a9c76a540a89f51" alt="Wait delay settings for referrer reminders" width="568" height="396" data-path="images/knowledge/esp-crm/dotdigital/22486394017949.png" />
    </Frame>

    If you are unsure of your reward validity period, reach out to your Mention Me CSM or [Mention Me support](https://help.mention-me.com/hc/en-gb/requests/new).
  </Step>

  <Step title="Add a decision split">
    Add a Decision split to check that the referrer has purchased:

    * 1st email - Purchased in last 7 days
    * 2nd email - Purchased in last 14 days
    * 3rd email - Purchased in last 14 days
    * Add an Exit Program node on Yes branch
    * Referrers who didn't purchase (No branch) continue to next emails

    <Frame caption="The referrer decision split for purchase checking.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486367176221.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=b90adf78004925652ecb588b33d10d25" alt="Referrer decision split for purchase checking" width="1822" height="846" data-path="images/knowledge/esp-crm/dotdigital/22486367176221.png" />
    </Frame>

    The full configuration for the decision split is shown below:

    <Frame caption="Referrer decision split configuration details in Dotdigital.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394024093.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=c83849a67a927172d39be8c7d65515bf" alt="Referrer decision split configuration details" width="2104" height="934" data-path="images/knowledge/esp-crm/dotdigital/22486394024093.png" />
    </Frame>
  </Step>

  <Step title="Add the email campaign">
    Add an Email campaign and select one of the pre-configured emails:

    <Frame caption="Selecting the referrer triggered email campaign.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394026013.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=8f18507e0bf9b5197648b6e0c5ee1ac2" alt="Selecting referrer triggered email campaign" width="762" height="500" data-path="images/knowledge/esp-crm/dotdigital/22486394026013.png" />
    </Frame>

    The full configuration for the email campaign selection is shown below:

    <Frame caption="Referrer email campaign selection details.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486367186077.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=e729bfbc429c2ea501ffe96c2ca69cf0" alt="Referrer email campaign selection details" width="2048" height="746" data-path="images/knowledge/esp-crm/dotdigital/22486367186077.png" />
    </Frame>
  </Step>

  <Step title="Add an exit program node">
    Add an Exit Program node after the last email send.

    <Frame caption="An Exit Program node placed after the last referrer email.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394032285.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=084bc4bf4e2a426eb53dd45c18175b05" alt="Exit Program after last referrer email" width="1076" height="416" data-path="images/knowledge/esp-crm/dotdigital/22486394032285.png" />
    </Frame>

    Repeat the previous two steps for each email being sent.
  </Step>
</Steps>

### Step 2: Add Content to Each Email

As part of the Mention Me Dotdigital integration setup, 3 pre-configured triggered email campaigns are created. The templates use data from the Insights collection `mm-received_referrer_reward`.

<Frame caption="The pre-configured referrer triggered emails.">
  <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394035101.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=94155b42058b2b056985ce282a744de9" alt="Referrer pre-configured triggered emails" width="762" height="500" data-path="images/knowledge/esp-crm/dotdigital/22486394035101.png" />
</Frame>

<Steps>
  <Step title="Update the imagery and styling">
    Update the emails to include your imagery and styling.
  </Step>

  <Step title="Adjust the tone of voice">
    Change the tone of voice to suit your brand.
  </Step>

  <Step title="Add product recommendations">
    Include product recommendations to increase conversion.
  </Step>
</Steps>

#### Template Content

Each email includes a Liquid markup block:

```liquid theme={null}
{% assign last_referrer_reward = contact.insight.mm-received_referrer_reward | last %}
{% if contact.data.firstname %}
  {% assign customer_name = contact.data.firstname %}
{% else %}
  {% assign customer_name = "there" %}
{% endif %}
```

<Frame caption="The Liquid markup block used in the email template.">
  <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486367192093.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=ff7da6fb22ad5eac97edbb9caafd4fdf" alt="Liquid markup block in email template" width="1472" height="386" data-path="images/knowledge/esp-crm/dotdigital/22486367192093.png" />
</Frame>

#### Reminder Examples Using Liquid Variables

| Reminder 1                        | Reminder 2                                      | Reminder 3                                      |
| --------------------------------- | ----------------------------------------------- | ----------------------------------------------- |
| **Subject:** Claim your discount! | **Subject:** Don't forget, you have a discount! | **Subject:** Hurry, your discount expires soon! |

#### Liquid Variables

| Liquid syntax                                                    | Description                                                | Example                   |
| ---------------------------------------------------------------- | ---------------------------------------------------------- | ------------------------- |
| `{{customer_name}}`                                              | The first name of the referrer if known, otherwise "there" | John or "there"           |
| `{{last_referrer_reward.referrer_reward}}`                       | The reward (can vary by campaign)                          | £15 or 30%                |
| `{{last_referrer_reward.coupon_code}}`                           | The coupon code to be used at checkout                     | 10USDOFF-RXAAURVZ         |
| `{{last_referrer_reward.coupon_expiry \| date: "%A, %d %B %Y"}}` | The expiration date of the coupon                          | Thursday, 24 October 2024 |

### Step 3: Test the Preview

<Steps>
  <Step title="Open the preview">
    Click the Preview button in the email editor.

    <Frame caption="The Preview button in the referrer email editor.">
      <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22485346746141.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=4550c258420baa1528b915047c8ec5b0" alt="Referrer preview button in email editor" width="2020" height="530" data-path="images/knowledge/esp-crm/dotdigital/22485346746141.png" />
    </Frame>
  </Step>

  <Step title="Select a test customer">
    Select a customer who meets the trigger segment.

    <Frame caption="The enrolment rule for the referrer rewarded segment.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394000797.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=eb1e654fc9b5007fc3eebae3057dc2c3" alt="Enrolment rule for referrer rewarded segment" width="2084" height="720" data-path="images/knowledge/esp-crm/dotdigital/22486394000797.png" />
    </Frame>
  </Step>

  <Step title="Review the populated email">
    The previewed email will show relevant data.

    <Frame caption="A referrer preview email with populated data.">
      <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/dotdigital/22486394043293.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=1f5c94a4958eb5a1ba09af37a68f951d" alt="Referrer preview email with populated data" width="1274" height="738" data-path="images/knowledge/esp-crm/dotdigital/22486394043293.png" />
    </Frame>
  </Step>
</Steps>

### Step 4: Activate the Program

Once you are satisfied with the content and test previews, activate the program.

<Frame caption="The Activate referrer program button in Dotdigital.">
  <img src="https://mintcdn.com/mentionme/YY0faS_cOHOI7wKY/images/knowledge/esp-crm/dotdigital/22485346749981.png?fit=max&auto=format&n=YY0faS_cOHOI7wKY&q=85&s=8a6eca5de8188f34d0c8467daedfafb9" alt="Activate referrer program button" width="473" height="187" data-path="images/knowledge/esp-crm/dotdigital/22485346749981.png" />
</Frame>
