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Overview

The Mention Me integration with Ometria enables you to receive referral and advocacy-related events into your Ometria platform in real time.

What the Integration Enables

  • Send contact data and opt-ins from Mention Me referred customers to Ometria 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 setup, Ometria creates the customer attributes and custom events needed. No manual configuration is required before requesting the integration. Events and custom attributes are based on the customer’s email address. Mention Me sends event and contact profile attributes for any prospect or existing customer (regardless of opt-in status) who triggers an event via Mention Me. When contact data is sent to Ometria:
  • If a customer already exists in Ometria:
    • Append their customer profile with Mention Me specific attributes
    • Add Mention Me associated events to their profile
  • If a customer does not exist in Ometria:
    • Create the contact profile with their email address
    • Append their customer profile with Mention Me specific attributes
    • Add Mention Me associated events to their profile
    • Set the email subscription status (only if explicitly captured via specific Mention Me journeys)

Contact Data

How Contacts Are Created

  • Mention Me first checks if the customer already exists (using email as the identifier)
    • If the customer does not exist, a new contact will be created
    • If the customer does exist, the existing contact will be updated with only Mention Me specific fields
If a customer consents to your newsletter via the Mention Me referee journey or via a newsletter post-purchase overlay, the opt-in request will automatically be sent to Ometria.
Ometria customer profile showing newsletter opt-in consent from Mention Me

An Ometria customer profile showing newsletter opt-in consent from Mention Me.

During installation setup, your Mention Me CSM/Support Team will ask which Segment you’d like Mention Me-sourced opt-ins added to. New opt-ins will automatically be added to the segment. A dedicated event called Opted in to Marketing Consent (Mention Me) is sent to Ometria. The consent source values are:
  • mention_me_referee = From the referee journey
  • mention_me_newsletter = From a post-purchase journey
A customer can also consent via other channels outside of Mention Me.

Customer Profile Attributes

Events

The Mention Me integration uses Ometria custom events functionality for trigger-based scenarios to generate email campaigns or segmentations. Ometria creates the Custom Events during setup. Events are associated with a customer profile based on their email address. Custom events can be used to add contacts to an Automation, trigger email campaigns, or create dynamic segments. The Mention Me data can be inserted into email campaigns using Ometria Merge Tags.

Summary of Events Sent to Ometria

** If you have the Mention Me add-on enabled

Registered as a Referrer (Mention Me)

Registered as a Referee (Mention Me)

Obtained a Reward as a Referee (Mention Me)

Obtained a Reward for Referring a Friend (Mention Me)

Submitted NPS Score (Mention Me)

Obtained a Reward for the Next Order (Mention Me)

Propensity to Refer (Mention Me)

Only sent if running a Mention Me Smart Experiment.

ECR Data Import

Mention Me can automatically send your customers’ Extended Customer Revenue (ECR) data to your Ometria 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 Ometria as a one-off before Mention Me begins weekly updates.

Step 1: Download ECR Data from Mention Me

1

Navigate to Customer Revenue

Log in to the Mention Me Platform and navigate to the Customer Revenue page in the Advocacy Intelligence section.
Mention Me platform Customer Revenue page navigation

The Mention Me platform navigation to the Customer Revenue page.

2

Download customer segments

Click the Download customer segments button. If it isn’t visible, contact your CSM.
Mention Me Download customer segments button

The Mention Me Download customer segments button.

3

Generate the segment file

Select all segments and click Generate.
Mention Me ECR segment selection with Generate button

The Mention Me ECR segment selection screen with the Generate button.

The CSV file will take around 15 minutes to generate. You will receive an email when it’s ready.
4

Download the file

Click the link in the email to download the file (login may be required), or download it from Settings > Secure file transfer.

Step 2: Create a CSV File for Ometria

1

Open the downloaded file

Open the file downloaded from Mention Me.
2

Remove the header rows

Remove the first 3 rows so only the column headers remain.
3

Remove unused columns

Remove the following columns: Individual Revenue, Revenue Referred, Friends ECR Value, Report Currency Code, First Name, Surname.
4

Rename the remaining columns

Rename the columns:
  • Email address -> email
  • Activity Status -> properties.mm:ecr_activity
  • Ecr Segment -> properties.mm:ecr_status
Column names are case sensitive. Incorrect names may cause duplicates.
5

Reorder the email column

Move the email column to be the first column.
Formatted CSV file with email, ECR activity, and ECR status columns for Ometria

A formatted CSV file with email, ECR activity, and ECR status columns for Ometria.

6

Save the file

Save your CSV file.

Step 3: Upload Your CSV to Ometria

For more information, read this guide.
1

Open Contact Upload

In the Ometria platform, navigate to Account Name > Contact Upload.
2

Select your CSV file

Click Select CSV File and locate your saved file.
3

Skip adding to a segment

Select No to adding contacts to a Segment.
4

Keep Merge Mode ticked

Leave Merge Mode ticked. This only updates ECR fields and preserves other data.
5

Preserve the subscription status

Select Unchanged for Email and Subscription mode to preserve the customer’s opt-in status.
Ometria CSV upload settings with Merge Mode and Unchanged subscription

Ometria CSV upload settings with Merge Mode and Unchanged subscription.

6

Confirm data privacy checkboxes

Confirm both Data Privacy checkboxes.
7

Upload the file

Press Upload. It may take up to 24 hours to complete, and Ometria will notify you by email.
8

Complete the import

Your import is now complete.
All customers who have made a successful referral will now have an ECR segment and activity reflected in their Ometria profile.
Last modified on July 12, 2026