Send contact data and opt-ins from Mention Me referred customers to Klaviyo in real-time
Use referral data to create coupon email reminders
Enhance the performance of other marketing channels by using referral and advocacy data to segment and target high-value customers
As part of the setup, Mention Me automatically creates the customer attributes and custom events needed. No manual configuration is required before the integration is enabled.Events and custom attributes associated with the customer in Klaviyo are based on their email address. Mention Me sends event and contact profile attributes for any prospect or existing customer (irrespective of opt-in status) that has triggered an event via Mention Me. This is because they could have opted in via another channel.When contact data is sent to Klaviyo:
If a customer already exists in Klaviyo:
Append their customer profile with Mention Me specific attributes
Add Mention Me associated events to their profile
If a customer does not exist in Klaviyo:
Create the contact profile
Append their customer profile with Mention Me specific attributes
Add Mention Me associated events to their profile
Add an email consent (only if explicitly captured via specific Mention Me journeys)
Mention Me captures opt-ins during the referee journey or at post-purchase for a specific newsletter sign-up offer, and they can be added to a Newsletter list in Klaviyo as part of the Mention Me integration. Whenever a contact is added to the relevant newsletter list, the Source will be shown as Mention Me.
A Klaviyo contact list showing Mention Me as the source.
If your list has Double opt-in enabled, then the contact will only be added to the list once the customer has confirmed the opt-in.The consent is tracked using the Klaviyo subscribe tracking event based on your selected newsletter list when you set up the integration.A customer can also consent to receive your newsletter via other channels outside of Mention Me, so Mention Me is not the source of truth for all your consent.
A Klaviyo subscribe tracking event generated from Mention Me consent.
The following customer information is created/updated on the Klaviyo platform and can be seen on the Klaviyo profile page:
Mention Me custom properties on a Klaviyo customer profile
Klaviyo Custom Property
Description
Example
Mention Me Share link
For referrer contacts only. This is the link that referrers can use to send to their friends to join your referral program. Set if a Referrer contact is created/updated.
For referrer contacts only. This is the link that referrers can use to see how many successful referees they have had. Set if a Referrer contact is created/updated.
The name of the share method the referee came from
OPEN-LINK
Mention Me Referrals
Total number of successful referrals a contact has made (successful referral is defined as when the referee has made their first purchase). Includes historical referrals.
5
Mention Me Total Shares
The total number of shares a customer has done. Includes historical shares and all sharing methods.
10
Mention Me Shares Email
Populated if the referral has shared via this share type
2
Mention Me Shares Facebook
Populated if the referral has shared via this share type
2
Mention Me Shares Facebook Messenger
Populated if the referral has shared via this share type
2
Mention Me Shares Name Sharing
Populated if the referral has shared via this share type
1
Mention Me Shares WhatsApp
Populated if the referral has shared via this share type
3
Mention Me NPS Score
The NPS score submitted by the customer at post-purchase
8
Mention Me Propensity to Refer
Only sent if running a Mention Me Smart Experiment. Values: High or Low
Set if the referrer has actively engaged with a referral offer and accepted T&Cs
Yes
Mention Me enrolled
Set when someone registered as a referee or a referrer. Can be used to create segments identifying who has enrolled. Only set for customers created after integration was enabled.
The Mention Me integration uses Klaviyo custom events (metrics) functionality for trigger-based flows to generate email campaigns or segmentations.Mention Me automatically sets the custom events in Klaviyo as part of the integration setup.Events are associated with a customer profile based on their email address and show under the Events section of the profile.
Mention Me custom events on a Klaviyo customer profile
When a prospective customer has registered as a referee
Registered as a Referrer from Mention Me
When a customer has registered as a referrer
Received a Referee Reward from Mention Me
When a prospective customer obtained a reward as a referrer’s friend
Received a Referrer Reward from Mention Me
When a customer obtained a reward for referring a friend
Opted-in to Marketing Consent from Mention Me
When an existing or prospective customer has opted-in to receive your marketing during the referee journey or at post-purchase for a specific newsletter sign-up offer
Submitted an NPS Score from Mention Me**
When a customer has supplied an NPS score at post-purchase
Received a discount on next order from Mention Me**
When a customer has received a discount to use on their next order
Propensity to Refer from Mention Me**
Each time a customer has their propensity to refer calculated, their propensity value will be sent to Klaviyo
The Mention Me data can be inserted into email flows to create a personalised email experience using the Klaviyo Event Variables.You can use the data in the email Body, Subject line, Sender email, Sender name, and Pre-header.
Each time a customer registers as a referrer on the Mention Me platform, a registration event will be triggered, and the associated data will be sent to Klaviyo.
Field name
Klaviyo event variable
Description
Example
Campaign Name
{{ event|lookup:'Campaign Name' }}
Campaign Name - not for customer-facing emails. Can be used as a filter.
UK Campaign
Experiment Name
{{ event|lookup:'Experiment Name' }}
Experiment Name - not customer-facing. Can be used as a filter.
AB Test - Current Vs New Imagery - July 2023
Offer Name
{{ event|lookup:'Offer Name' }}
Offer Name - not customer-facing. Can be used as a filter.
Variation A
Offer Type
{{ event|lookup:'Offer Type' }}
Type of offer being given (referral or incentive)
referral
Offer Subject Copy
{{ event|lookup:'Offer Subject Copy' }}
Customer-friendly offer description visible on the referral offer page
Treat a friend to 20% off and get 20% off for yourself
Call to Action Copy
{{ event|lookup:'Offer Call to Action Copy' }}
Customer-friendly offer CTA
Give 20% off
Referrer Reward
{{ event|lookup:'Referrer Reward'|default:'' }}
Reward the referrer will receive, combining multiple reward types
20%
Referee Reward
{{ event|lookup:'Referee Reward'|default:'' }}
Reward the referee will receive, combining multiple reward types
Each time a customer registers as a referee on the Mention Me platform, a registration event will be triggered and the associated data will be sent to Klaviyo.
Field name
Klaviyo event variable
Description
Example
Share Source
{{ event|lookup:'Share Source' }}
The share method by which the referee was introduced
FORWARDED-EMAILED-LINK
Campaign Name
{{ event|lookup:'Campaign Name' }}
Campaign Name - not for customer-facing emails
UK Campaign
Experiment Name
{{ event|lookup:'Experiment Name' }}
Experiment Name - not customer-facing
AB Test - Current Vs New Imagery - July 2023
Offer Name
{{ event|lookup:'Offer Name' }}
Offer Name - not customer-facing
Variation A
Offer Type
{{ event|lookup:'Offer Type' }}
Type of offer being given
referral
Offer Subject Copy
{{ event|lookup:'Offer Subject Copy' }}
Customer-friendly offer description
Treat a friend to 20% off and get 20% off for yourself
Each time a referee obtains a reward for being a referrer’s friend, a referee fulfilment event will be triggered and the associated data will be sent to Klaviyo.
Field name
Klaviyo event variable
Description
Example
Referrer First Name
{{ event|lookup:'Referrer First Name'|default:'' }}
First name of the friend who referred the referee
Ryder
Referrer Last Name
{{ event|lookup:'Referrer Last Name'|default:'' }}
Surname of the friend who referred the referee
Collins
Campaign Name
{{ event|lookup:'Campaign Name' }}
Internal campaign name
UK Campaign
Currency Symbol
{{ event|lookup:'Currency Symbol' }}
Currency symbol of the reward
£
Experiment Name
{{ event|lookup:'Experiment Name' }}
Internal experiment name
AB Test - Current Vs New Imagery - July 2023
Offer Name
{{ event|lookup:'Offer Name' }}
Internal offer name
Variation A
Offer Type
{{ event|lookup:'Offer Type' }}
Type of offer
referral
Offer Subject Copy
{{ event|lookup:'Offer Subject Copy' }}
Customer-facing offer summary
Treat a friend to 20% off and get 20% off for yourself
Call to Action Copy
{{ event|lookup:'Offer Call to Action Copy' }}
Customer-friendly CTA text
Give 20% off
Fulfilled By
{{ event|lookup:'Fulfilled By' }}
Fulfilment mechanism for the reward
coupon
Reward Amount
{{ event|lookup:'Reward Amount' }}
Numerical value of the reward
20
Reward Type
{{ event|lookup:'Reward Type' }}
Type of reward
percent
Referrer Reward
{{ event|lookup:'Referrer Reward'|default:'' }}
Reward the referrer receives
20%
Referee Reward
{{ event|lookup:'Referee Reward'|default:'' }}
Reward the referee receives
£15
Coupon Code
{{ event|lookup:'Coupon Code' }}
Coupon code assigned to the referee’s reward
10USDOFF-RXAAURVZ
Coupon Expiry
{{ event|lookup:'Coupon Expiry'|format_date_string|date:'d F o' }}
Each time a referrer obtains a reward for referring a friend, a referrer fulfilment event will be triggered and the associated data will be sent to Klaviyo.
Field name
Klaviyo event variable
Description
Example
Referee First Name
{{ event|lookup:'Referee First Name'|default:'' }}
First name of the friend that the referrer introduced
Ryder
Referee Last Name
{{ event|lookup:'Referee Last Name'|default:'' }}
Surname of the friend that the referrer introduced
Collins
Campaign Name
{{ event|lookup:'Campaign Name' }}
Internal campaign name
UK Campaign
Currency Symbol
{{ event|lookup:'Currency Symbol' }}
Currency symbol
£
Experiment Name
{{ event|lookup:'Experiment Name' }}
Internal experiment name
AB Test - Current Vs New Imagery - July 2023
Offer Name
{{ event|lookup:'Offer Name' }}
Internal offer name
Variation A
Offer Type
{{ event|lookup:'Offer Type' }}
Type of offer
referral
Offer Subject Copy
{{ event|lookup:'Offer Subject Copy' }}
Customer-facing offer copy
Treat a friend to 20% off and get 20% off for yourself
Call to Action Copy
{{ event|lookup:'Offer Call to Action Copy' }}
CTA text
Give 20% off
Fulfilled By
{{ event|lookup:'Fulfilled By' }}
Reward issuance method
coupon
Reward Amount
{{ event|lookup:'Reward Amount' }}
Numeric reward value
20
Reward Type
{{ event|lookup:'Reward Type' }}
Reward type (percentage, fixed amount, gift)
percent
Referrer Reward
{{ event|lookup:'Referrer Reward'|default:'' }}
Reward for the referrer
20%
Referee Reward
{{ event|lookup:'Referee Reward'|default:'' }}
Reward for the referee
£15
Coupon Code
{{ event|lookup:'Coupon Code' }}
Unique coupon code issued to the referrer
10USDOFF-RXAAURVZ
Coupon Expiry
{{ event|lookup:'Coupon Expiry'|format_date_string|date:'d F o' }}
Each time a customer obtains a reward from a non-referral post-purchase message, a “discount on next order” fulfilment event will be triggered and the associated data will be sent to Klaviyo.
Field name
Klaviyo event variable
Description
Example
Campaign Name
{{ event|lookup:'Campaign Name' }}
Internal campaign identifier
UK Campaign
Currency Symbol
{{ event|lookup:'Currency Symbol' }}
Symbol of the reward currency
£
Experiment Name
{{ event|lookup:'Experiment Name' }}
Internal A/B test identifier
AB Test - Current Vs New Imagery - July 2023
Offer Name
{{ event|lookup:'Offer Name' }}
Internal offer label
Variation A
Offer Type
{{ event|lookup:'Offer Type' }}
Type of offer
referral
Offer Subject Copy
{{ event|lookup:'Offer Subject Copy' }}
Customer-facing name for the offer
Treat a friend to 20% off and get 20% off for yourself
Call to Action Copy
{{ event|lookup:'Offer Call to Action Copy' }}
Customer-facing CTA prompt
Give 20% off
Fulfilled By
{{ event|lookup:'Fulfilled By' }}
Reward issuance mechanism
coupon
Reward Amount
{{ event|lookup:'Reward Amount' }}
Numeric value of the reward
20
Reward Type
{{ event|lookup:'Reward Type' }}
Reward type
percent
Discount Reward
{{ event|lookup:'Discount Reward'|default:'' }}
Combined reward description
20%
Coupon Code
{{ event|lookup:'Coupon Code' }}
Unique coupon code
10USDOFF-RXAAURVZ
Coupon Expiry
{{ event|lookup:'Coupon Expiry'|format_date_string|date:'d F o' }}
Each time a customer has their propensity to refer calculated, their propensity value will be sent to Klaviyo. This is only sent if you are running a Mention Me Smart Experiment.
Field name
Klaviyo event variable
Description
Example
Campaign Name
{{ event|lookup:'Campaign Name' }}
Internal campaign reference
UK Campaign
Experiment Name
{{ event|lookup:'Experiment Name' }}
A/B test or experimental setup name
AB Test - Current Vs New Imagery - July 2023
Offer Name
{{ event|lookup:'Offer Name' }}
Internal offer identifier
Variation A
Offer Type
{{ event|lookup:'Offer Type' }}
Type of offer
referral
Offer Subject Copy
{{ event|lookup:'Offer Subject Copy' }}
Customer-facing offer copy
Treat a friend to 20% off and get 20% off for yourself
Call to Action Copy
{{ event|lookup:'Offer Call to Action Copy' }}
Customer-facing CTA
Give 20% off
Propensity to Refer
{{ event|lookup:'Propensity to Refer'|default:'' }}
Mention Me can automatically send your customers’ Extended Customer Revenue (ECR) data to your Klaviyo account. ECR is only calculated for customers who have made a successful referral.This data is scheduled to be sent on a weekly basis and will only send ECR data for customers whose ECR has changed from the previous week.The following steps explain how to import all your customers’ ECR data into Klaviyo as a one-off before Mention Me sends the weekly updates.
Login to the Mention Me Platform and navigate to the Customer Revenue page in the Advocacy Intelligence section.
The Mention Me platform Customer Revenue page navigation.
2
Download customer segments
Click the Download customer segments button. If you cannot see the Download button, reach out to your CSM for help.
The Mention Me Download customer segments button.
3
Generate the file
Select all segments and click Generate.
The Mention Me ECR segment selection screen with the Generate button.
This will generate a CSV file that may take up to 15 minutes. You will be emailed when it’s ready.
4
Download the CSV file
Click the link in the email to download the CSV file (you may be asked to log in). You can also find the file by navigating to Settings > Secure file transfer.
The Mention Me secure file transfer page for downloading the ECR CSV.
Navigate to Audience > Lists & Segments in Klaviyo.
The Klaviyo Audience menu navigating to Lists and Segments.
2
Create the list
Click Create List / Segment and choose List, then name it ECR import.
The Klaviyo Create List dialog with the ECR import name entered.
3
Upload contacts
Click Upload Contacts.
The Klaviyo Upload Contacts button on the list page.
4
Select the CSV file
Click Upload and select the CSV file you created.
The Klaviyo CSV upload dialog.
5
Create new fields if needed
If the Mention Me ECR fields do not exist, click Create New Field.
The Klaviyo Create New Field option for ECR properties.
6
Set the field data type
Use the default name with data type set to text for each new field.
A Klaviyo new field with the text data type selected.
7
Confirm the field mapping
Your mapped fields should appear like this. Click Next.
The Klaviyo field mapping showing ECR fields mapped correctly.
Repeat the previous two steps for each Mention Me ECR field.
8
Import without updating subscription status
Choose No, import without updating subscription status and click Import.
The Klaviyo import settings with no subscription status update selected.
9
Confirm the import is complete
Your import is now complete.
All your customers who have made a successful referral will now have an ECR segment and activity assigned in Klaviyo. Going forward, Mention Me will automatically update only those customers whose ECR values have changed.
