> ## 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.

# Set Up Emarsys with Mention Me

> Connect your Emarsys account to Mention Me to sync referral data, opt-ins, and power automated tactics.

## About the integration

Activate your biggest fans by feeding first-party advocacy data directly into Emarsys to deliver higher engagement, retention, and revenue across your customer base.

## Integration capabilities

* Send contact data and opt-ins from Mention Me referred customers to Emarsys in real-time
* Use referral data to create coupon email reminders
* Enhance other marketing channels by using referral and advocacy data to segment and target high-value customers

## Prerequisites

* **Emarsys** — Ability to [create private API Users](https://help.emarsys.com/hc/en-us/articles/115004740329-Your-account-Security-Settings#api-users).
* **Mention Me** — Access to the [Mention Me platform](https://mention-me.com/login). Contact your CSM or [submit a support request](https://help.mention-me.com/hc/en-gb/requests/new) if needed.

## Step 1: Create an API user and secret for Mention Me

<Steps>
  <Step title="Log in to Emarsys">
    Log in to [Emarsys](https://login.emarsys.net/bootstrap.php?r=customer/Login) as the **Account Owner**.
  </Step>

  <Step title="Navigate to API settings">
    Navigate to Management > Security Settings > API.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500706582301.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=1ee0b94212088369e6842794c5a0a540" alt="Emarsys Security Settings API navigation" width="632" height="534" data-path="images/knowledge/esp-crm/emarsys/27500706582301.png" />
  </Step>

  <Step title="Create your API User">
    Select **Create your API User**.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/4402467019537.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=65e4081d63ee026aa12e519337abdb31" alt="Create API User button in Emarsys" width="1461" height="603" data-path="images/knowledge/esp-crm/emarsys/4402467019537.png" />
  </Step>

  <Step title="Select WSSE authentication type">
    Select **WSSE** as the Authentication Type.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500722816029.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=291e6fd5153fdf0f151ac29b2d5536d8" alt="Selecting WSSE authentication type" width="720" height="356" data-path="images/knowledge/esp-crm/emarsys/27500722816029.png" />
  </Step>

  <Step title="Set API user permissions">
    Set the following permissions for the created API User(s):

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500706586269.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=5c7201f4574edad816cfc896d919ce6d" alt="API user permissions configuration part 1" width="1208" height="759" data-path="images/knowledge/esp-crm/emarsys/27500706586269.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500706589341.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=6f72d986b409a42558f11029606eb3ae" alt="API user permissions configuration part 2" width="2288" height="1552" data-path="images/knowledge/esp-crm/emarsys/27500706589341.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500722821149.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=a87479a27161a41dcf1376086f1a4e83" alt="API user permissions configuration part 3" width="2250" height="288" data-path="images/knowledge/esp-crm/emarsys/27500722821149.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500722822301.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=8fccb8780990d244a6057a396ab8d59b" alt="API user permissions configuration part 4" width="2390" height="840" data-path="images/knowledge/esp-crm/emarsys/27500722822301.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500706591773.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=167f04ad71ea3b0b135f67ead6cbde7e" alt="API user permissions configuration part 5" width="2400" height="648" data-path="images/knowledge/esp-crm/emarsys/27500706591773.png" />

    <Note>You must set up these permissions to implement and run the Mention Me and Emarsys integration.</Note>

    [Learn more about creating your API key and secret.](https://help.emarsys.com/hc/en-us/articles/115004740329-security-settings#api-users)
  </Step>

  <Step title="Save credentials for Step 2">
    Save these credentials for use in Step 2.

    <Note>If you have multiple Emarsys accounts, create an API Username and Secret Key for each.</Note>
  </Step>
</Steps>

## Step 2: Set up the integration in Mention Me

<Steps>
  <Step title="Connect on Mention Me platform">
    On the [Mention Me platform](https://mention-me.com/merchant/~/integrations/emarsys), click **Connect**.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500722824605.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=99b3bc9c42a89f351d851ac515f6be67" alt="Mention Me Emarsys integration connect page" width="1402" height="832" data-path="images/knowledge/esp-crm/emarsys/27500722824605.png" />
  </Step>

  <Step title="Accept terms and conditions">
    Agree to the Terms and Conditions to allow Mention Me to transfer data to Emarsys on your behalf.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20348476550301.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=c6dedf1306557c844808d9939b24ed28" alt="Terms and conditions acceptance for Emarsys integration" width="1432" height="520" data-path="images/knowledge/esp-crm/emarsys/20348476550301.png" />
  </Step>

  <Step title="Click New authentication">
    Click **New authentication**.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20348476553245.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=42853d990642bc1837133f7186139f57" alt="New authentication button in Mention Me" width="1014" height="459" data-path="images/knowledge/esp-crm/emarsys/20348476553245.png" />
  </Step>

  <Step title="Name your authentication">
    Name your authentication. If you have multiple Emarsys accounts, name the connection per account, or leave the default.
  </Step>

  <Step title="Enter API Key and Secret">
    Enter the following values from Step 1:

    * API Key (User)
    * API Secret
  </Step>

  <Step title="Enter the Base URL">
    Enter the following in the Base URL:

    ```
    api.emarsys.net
    ```
  </Step>

  <Step title="Create the authentication">
    Press **Create** to finish.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20348476556445.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=f2dd56bd4fda05625c43909251b2fb0d" alt="Entering Emarsys API credentials in Mention Me" width="1004" height="491" data-path="images/knowledge/esp-crm/emarsys/20348476556445.png" />
  </Step>

  <Step title="Select countries to sync">
    Select the country/countries you want to sync to Emarsys.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/22852013735197.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=f5d5429eddbb75f3cfe35d9e28fabb05" alt="Selecting countries to sync with Emarsys" width="991" height="553" data-path="images/knowledge/esp-crm/emarsys/22852013735197.png" />

    <Note>Depending on which countries you use Emarsys in, select only the specific Mention Me enabled markets.</Note>
  </Step>

  <Step title="Finalise the connection">
    Click **Connect** to finalize the setup. All properties and events will be created automatically inside Emarsys.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20358033216413.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=168424957c9d3acc9792103186041348" alt="Connect button to finalise Emarsys integration" width="580" height="321" data-path="images/knowledge/esp-crm/emarsys/20358033216413.png" />
  </Step>

  <Step title="Confirm successful integration">
    A confirmation message will appear showing the integration completed successfully.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500722825501.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=3fc0d29068f036c535f83140b07b9200" alt="Emarsys integration success confirmation" width="602" height="354" data-path="images/knowledge/esp-crm/emarsys/27500722825501.png" />
  </Step>
</Steps>

Mention Me events and contacts will now begin syncing to your Emarsys account for use in Tactics and segmentation. If you need help, contact your CSM or [submit a support request](https://help.mention-me.com/hc/en-gb/requests/new).

### Multiple account setup (optional)

If you would like to integrate another Emarsys account (e.g. for different regions such as UK/US), click **Connect Another Account** and repeat the above steps.

<img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27500722826781.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=87d1377ec754226f8ecfe848178f2a0d" alt="Connect Another Account option for multiple Emarsys accounts" width="1379" height="354" data-path="images/knowledge/esp-crm/emarsys/27500722826781.png" />

## Supplying Emarsys credentials for opt-in triggering rules (optional)

Use this section if you have requested to enable checking of customers' opt-in status before showing a newsletter sign-up overlay. This is separate from the full Emarsys integration above.

### Prerequisites

* **Emarsys** — Ability to [create private API Users](https://help.emarsys.com/hc/en-us/articles/115004740329-Your-account-Security-Settings#api-users).
* **Mention Me** — Access to the [Mention Me platform](https://mention-me.com/login).

### Step 1: Provide Emarsys API key and secret

<Steps>
  <Step title="Log in to Emarsys">
    Log in to [Emarsys](https://login.emarsys.net/bootstrap.php?r=customer/Login) as the **Account Owner**.
  </Step>

  <Step title="Navigate to API settings">
    Go to Management > Security Settings > API.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20391956945949.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=6af835ea2430343c3b32c7c528bc5e44" alt="Emarsys API navigation for opt-in triggering" width="1236" height="1362" data-path="images/knowledge/esp-crm/emarsys/20391956945949.png" />
  </Step>

  <Step title="Create API credentials">
    Create your API Username and API Secret Key.

    <Note>If you have multiple Emarsys accounts, create an API Username and Secret Key for each account.</Note>

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20391965622685.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=2081d7d2be3dee8fd907856343d8dbed" alt="Creating API username and secret in Emarsys" width="1461" height="603" data-path="images/knowledge/esp-crm/emarsys/20391965622685.png" />
  </Step>

  <Step title="Save credentials securely">
    Save these credentials as plain text or in a PDF file (so you can upload them to Mention Me).
  </Step>

  <Step title="Update API user permissions">
    Click the edit button to update the API User Permissions and only enable the following for the newly created API User(s):

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20391965626269.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=9427668592362dc4957db48e5e6c9ea9" alt="API user permissions for opt-in checking part 1" width="1640" height="1994" data-path="images/knowledge/esp-crm/emarsys/20391965626269.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20391956953117.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=5afdd58ae23f0ae27c8ec54d1ae47dbb" alt="API user permissions for opt-in checking part 2" width="1598" height="1462" data-path="images/knowledge/esp-crm/emarsys/20391956953117.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20391965629597.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=24768a038d82e5bef27d88c2680fd852" alt="API user permissions for opt-in checking part 3" width="747" height="407" data-path="images/knowledge/esp-crm/emarsys/20391965629597.png" />

    [Learn more about creating your API key and secret.](https://help.emarsys.com/hc/en-us/articles/115004740329-security-settings#api-users)
  </Step>
</Steps>

### Step 2: Send the Account ID, API key, and secret securely to Mention Me

<Steps>
  <Step title="Log in to Mention Me">
    Log in to the [Mention Me platform](https://mention-me.com/login).
  </Step>

  <Step title="Navigate to Secure file transfer">
    Navigate to the **Secure file transfer** option under the **Settings & Tools** tab.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/27773037771293.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=63fd1477489be6a7915658873bef7be5" alt="Secure file transfer navigation in Mention Me" width="2080" height="1734" data-path="images/knowledge/esp-crm/emarsys/27773037771293.png" />
  </Step>

  <Step title="Upload the credentials file">
    Click **Upload secure file**, then upload the PDF file containing your API key and secret to the secure area.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/20391956958877.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=88d5cc14e838d8e3cb77c2bd67bc401b" alt="Uploading secure file with API credentials" width="1728" height="472" data-path="images/knowledge/esp-crm/emarsys/20391956958877.png" />
  </Step>

  <Step title="Notify your CSM">
    Email your Mention Me Client Success Manager to let them know you've uploaded this information.
  </Step>
</Steps>

## Granting your Mention Me CSM access to your Emarsys account

Granting Mention Me view-only access to your Emarsys account allows your CSM to provide recommendations on where advocacy data can fit into your segmentation or contact strategy.

The permissions are **view-only** for specific functions and do **not** include access to personally identifiable customer data.

### What Mention Me will have permission to view

* Automation Performance
* Email Campaign Performance
* Strategic Dashboard
* Tactics Enabled

### Prerequisites

You must have an **Account Owner** role in Emarsys to create new roles and users.

### Step 1: Create a new Mention Me role in Emarsys

[Learn more about creating Roles in Emarsys.](https://help.emarsys.com/hc/en-us/articles/360015594914-User-roles-and-permissions)

<Steps>
  <Step title="Log in to Emarsys">
    Log in to [Emarsys](https://login.emarsys.net/bootstrap.php?r=customer/Login) as the **Account Owner**.
  </Step>

  <Step title="Navigate to User Management Roles">
    Go to Management > User Management > Roles.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/16574321750813.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=041cf1af63b0aadd684108ba845208ac" alt="Emarsys User Management Roles navigation" width="1692" height="828" data-path="images/knowledge/esp-crm/emarsys/16574321750813.png" />
  </Step>

  <Step title="Create a new role">
    Click **Create Role**.
  </Step>

  <Step title="Name and describe the role">
    Name the Role "Mention Me" and include a description.
  </Step>

  <Step title="Set role permissions">
    Set the Role permissions as follows:

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/16574347894429.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=38c68ce6a8f01eca4fc740fe4dc00ae2" alt="Mention Me role permissions part 1" width="2772" height="808" data-path="images/knowledge/esp-crm/emarsys/16574347894429.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/16574347900061.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=f7e162e0070cfa77a3a7788e2ddee728" alt="Mention Me role permissions part 2" width="1444" height="838" data-path="images/knowledge/esp-crm/emarsys/16574347900061.png" />

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/16574321755933.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=5d685d029d17f0ae37d6b0d6fa77cc09" alt="Mention Me role permissions part 3" width="2798" height="836" data-path="images/knowledge/esp-crm/emarsys/16574321755933.png" />
  </Step>

  <Step title="Save the role">
    Save the Role.
  </Step>
</Steps>

### Step 2: Create a new Mention Me user in Emarsys

[Learn more about creating Users in Emarsys.](https://help.emarsys.com/hc/en-us/articles/115004735805-Creating-and-managing-users)

<Steps>
  <Step title="Log in to Emarsys">
    Log in to [Emarsys](https://login.emarsys.net/bootstrap.php?r=customer/Login) as the **Account Owner**.
  </Step>

  <Step title="Navigate to User Management Users">
    Go to Management > User Management > Users.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/16574321757085.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=1bfe6a3a72fc0dda383e3084c14b163b" alt="Emarsys User Management Users navigation" width="750" height="412" data-path="images/knowledge/esp-crm/emarsys/16574321757085.png" />
  </Step>

  <Step title="Create a new user">
    Create a new user.
  </Step>

  <Step title="Enter CSM details">
    Enter your Mention Me CSM details.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/16574321757725.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=dd2f01948896d4220698fc16fff711e4" alt="Creating a new Mention Me user in Emarsys" width="1356" height="1082" data-path="images/knowledge/esp-crm/emarsys/16574321757725.png" />
  </Step>

  <Step title="Select the Mention Me role">
    Select the **Mention Me** Role from the Access Roles dropdown.

    <img src="https://mintcdn.com/mentionme/XuUPZxVPINYKEGlV/images/knowledge/esp-crm/emarsys/16574347907485.png?fit=max&auto=format&n=XuUPZxVPINYKEGlV&q=85&s=c4070e8989822116ddc8cac50d26d3ed" alt="Selecting Mention Me role for the new user" width="822" height="700" data-path="images/knowledge/esp-crm/emarsys/16574347907485.png" />
  </Step>

  <Step title="Confirm user creation">
    Click "Next" and confirm the user creation.
  </Step>
</Steps>
