> ## 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 Journeys in SFMC

> Create Salesforce Marketing Cloud journeys to remind referrers and referees to use their Mention Me coupon codes.

## About These Journeys

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

The journeys utilise data sent from Mention Me to SFMC through the integration and the Journey Builder functionality of SFMC.

## Prerequisites

1. An active Mention Me referral program
2. A Mention Me / SFMC enabled integration
3. Knowledge of [SFMC AMPscript Variables](https://developer.salesforce.com/docs/marketing/marketing-cloud-ampscript/overview)

## Supported Channels

* Email

## Referee Journey

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 (if you have purchase events flowing into SFMC).

<Frame caption="Referee coupon reminder journey flow">
  <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566240157.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=41b7313278dae0bf5420516ad9476365" alt="Referee coupon reminder journey flow in SFMC" width="1318" height="358" data-path="images/knowledge/esp-crm/sfmc/23954566240157.png" />
</Frame>

### Step 1: Create the Journey Flow

<Steps>
  <Step title="Add the API Event trigger">
    Add an **API Event** as the Trigger type with **Received Referee reward from Mention Me** as the trigger event.

    <Frame caption="The API Event trigger configured with Received Referee reward.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566243229.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=157061f161b465d3a469ca83bac5b0b3" alt="API Event trigger with Received Referee reward" width="893" height="532" data-path="images/knowledge/esp-crm/sfmc/23954566243229.png" />
    </Frame>
  </Step>

  <Step title="Set the default email address">
    In Journey Settings, set the Default Email address to be from **Entry Source**.

    <Frame caption="Journey Settings showing the default email address set from Entry Source.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954582226717.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=9428646ad7d7eb2b760bd8358920b8f2" alt="Journey Settings default email from Entry Source" width="433" height="348" data-path="images/knowledge/esp-crm/sfmc/23954582226717.png" />
    </Frame>

    The Entry Source field itself is configured as shown below:

    <Frame caption="The email address Entry Source setting.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566247325.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=df3a68505587cd573e53fac015835e91" alt="Email address entry source setting" width="614" height="202" data-path="images/knowledge/esp-crm/sfmc/23954566247325.png" />
    </Frame>
  </Step>

  <Step title="Add wait periods before each email">
    Add a wait period before the email. Suggested wait periods:

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

    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 conditional split">
    Add a conditional split to check that the referee has purchased in the last x days (if you have purchase events flowing into SFMC).
  </Step>
</Steps>

### Step 2: Add Content to Each Email

<Steps>
  <Step title="Match your brand">
    Update the images and styling to suit your brand.
  </Step>

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

  <Step title="Set the personalisation data extension">
    Under **Add content**, set the data extension to **Received Referee reward from Mention Me** to allow for message personalisation.

    <Frame caption="The Add content panel with the referee reward data extension selected.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566248349.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=674f6d8e030b5ea53f4ca20fbb4dcf9e" alt="Add content with referee reward data extension" width="565" height="499" data-path="images/knowledge/esp-crm/sfmc/23954566248349.png" />
    </Frame>
  </Step>
</Steps>

#### Example Reminders

| Example Reminder 1                                   | Example Reminder 2                                                 | Example Reminder 3                                                       |
| ---------------------------------------------------- | ------------------------------------------------------------------ | ------------------------------------------------------------------------ |
| **Subject:** Claim your %%Referee Reward%% discount! | **Subject:** Don't forget, you have a %%Referee Reward%% discount! | **Subject:** Last chance, your %%Referee Reward%% discount expires soon! |

<Frame caption="Example Reminder 1 for the referee coupon reminder journey.">
  <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954582232093.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=62e73ed5acf9c7506a19add798c9ff19" alt="Referee coupon reminder example email 1" width="1426" height="572" data-path="images/knowledge/esp-crm/sfmc/23954582232093.png" />
</Frame>

The second reminder follows the same format with updated copy:

<Frame caption="Example Reminder 2 for the referee coupon reminder journey.">
  <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954582234013.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=e2f1cc98080d3f130591ac575d0d8baa" alt="Referee coupon reminder example email 2" width="1215" height="727" data-path="images/knowledge/esp-crm/sfmc/23954582234013.png" />
</Frame>

The third and final reminder is shown below:

<Frame caption="Example Reminder 3 for the referee coupon reminder journey.">
  <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954582234653.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=c884bc637bfb7aed91d7e02e7360520a" alt="Referee coupon reminder example email 3" width="1215" height="797" data-path="images/knowledge/esp-crm/sfmc/23954582234653.png" />
</Frame>

#### SFMC Variables

| SFMC variable                                          | Description                                                                                                                                              | Example                                         |
| ------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------- |
| `%%Referrer First Name%%`                              | The first name of the friend who referred the referee                                                                                                    | Ryder                                           |
| `%%Referrer Last Name%%`                               | The surname of the friend who referred the referee                                                                                                       | Collins                                         |
| `%%Referee Reward%%`                                   | Combined reward shaping variable showing discount or benefit                                                                                             | £15 or 30%                                      |
| `%%Coupon Code%%`                                      | The generated coupon given to the referee                                                                                                                | 10USDOFF-RXAAURVZ                               |
| `%%[Output(Format([Coupon Expiry],"d MMMM, yyyy"))]%%` | The expiry date of the coupon. See [SFMC Date Formatting](https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/dateTimeFormatting.html) | 19 July 2023                                    |
| `%%Call to Action URL%%`                               | Link that directs user to make purchase                                                                                                                  | [www.mention-me.com](http://www.mention-me.com) |

### Step 3: Test the Preview

<Steps>
  <Step title="Open the preview and test tab">
    Test each email in the Preview and Test tab under **Edit Email**.

    <Frame caption="The Preview and Test tab in the SFMC email editor.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566252061.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=09ba84cf427600df10bb9fa67ee14a1b" alt="Preview and Test tab in SFMC email editor" width="558" height="227" data-path="images/knowledge/esp-crm/sfmc/23954566252061.png" />
    </Frame>
  </Step>

  <Step title="Select a test entry">
    Use the **Received Referee reward from Mention Me** Data Extension and filter to a qualified test entry.

    <Frame caption="Selecting a test entry from the referee reward data extension.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566254237.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=59e6d589bc84a579854a59ab750199b7" alt="Selecting test entry from referee reward data extension" width="1728" height="743" data-path="images/knowledge/esp-crm/sfmc/23954566254237.png" />
    </Frame>
  </Step>

  <Step title="Check the populated fields">
    Ensure fields populate correctly from the journey event.

    Example Reminder 1:

    <Frame caption="Referee reminder 1 preview with populated fields.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954582237725.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=caf04341432a2b3611d8dc0c4c677988" alt="Referee reminder 1 preview with populated fields" width="1215" height="784" data-path="images/knowledge/esp-crm/sfmc/23954582237725.png" />
    </Frame>

    Example Reminder 2:

    <Frame caption="Referee reminder 2 preview with populated fields.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566258589.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=67dae1de11b3295dc0e9c64372dc9207" alt="Referee reminder 2 preview with populated fields" width="1215" height="727" data-path="images/knowledge/esp-crm/sfmc/23954566258589.png" />
    </Frame>

    Example Reminder 3:

    <Frame caption="Referee reminder 3 preview with populated fields.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954566259741.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=4d14272595c852dec735d861df06a2bc" alt="Referee reminder 3 preview with populated fields" width="1215" height="775" data-path="images/knowledge/esp-crm/sfmc/23954566259741.png" />
    </Frame>
  </Step>
</Steps>

### Step 4: Activate the Journey

<Steps>
  <Step title="Confirm everything is ready">
    Confirm all content, logic, and tests pass.
  </Step>

  <Step title="Activate the journey">
    Click the **Activate** button.

    <Frame caption="The Activate journey button in SFMC.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23954582242077.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=6f79407fdb1a20011f1adeb04bfa80e7" alt="Activate journey button in SFMC" width="897" height="202" data-path="images/knowledge/esp-crm/sfmc/23954582242077.png" />
    </Frame>
  </Step>
</Steps>

## Referrer Journey

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 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 journey flow">
  <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955486144285.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=33cd7b783821a7b54443dcdcc6e2360f" alt="Referrer coupon reminder journey flow in SFMC" width="1396" height="387" data-path="images/knowledge/esp-crm/sfmc/23955486144285.png" />
</Frame>

### Step 1: Create the Journey Flow

<Steps>
  <Step title="Add the API Event trigger">
    Add an **API Event** as the Trigger type with **Received Referrer reward from Mention Me** as the trigger event.

    <Frame caption="The API Event trigger configured with Received Referrer reward.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955463509917.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=8c76e30d0b3291115a591d96fbad6944" alt="API Event trigger with Received Referrer reward" width="887" height="525" data-path="images/knowledge/esp-crm/sfmc/23955463509917.png" />
    </Frame>
  </Step>

  <Step title="Set the default email address">
    In Journey Settings, set the Default Email address to be from **Entry Source**.

    <Frame caption="Journey Settings showing the default email address set from Entry Source for the referrer journey.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955463512349.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=ea78b7f629d91b84644cfb5908e47092" alt="Journey Settings default email from Entry Source" width="433" height="348" data-path="images/knowledge/esp-crm/sfmc/23955463512349.png" />
    </Frame>

    The Entry Source field itself is configured as shown below:

    <Frame caption="The email address Entry Source setting for the referrer journey.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955463513501.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=8f7e1e288fc876c69c27a1670a93ed30" alt="Email address entry source for referrer journey" width="614" height="202" data-path="images/knowledge/esp-crm/sfmc/23955463513501.png" />
    </Frame>
  </Step>

  <Step title="Add wait periods before each email">
    Add a wait period before the email. Suggested wait periods:

    * 1st email - 7 days after the event trigger
    * 2nd email - 14 days after the 1st email is sent
    * 3rd email - 14 days after the 2nd email is sent

    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 conditional split">
    Add a conditional split to check that the referrer has purchased in the last x days (if you have purchase events flowing into SFMC).
  </Step>
</Steps>

### Step 2: Add Content to Each Email

<Steps>
  <Step title="Match your brand">
    Update the images and styling to suit your brand.
  </Step>

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

  <Step title="Set the personalisation data extension">
    Under **Add content**, set the data extension to **Received Referrer reward from Mention Me** to allow for message personalisation.

    <Frame caption="The Add content panel with the referrer reward data extension selected.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955486170013.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=aebb1370a3bf0a831351223875cc9c5b" alt="Add content with referrer reward data extension" width="565" height="499" data-path="images/knowledge/esp-crm/sfmc/23955486170013.png" />
    </Frame>
  </Step>
</Steps>

#### Example Reminders

| Example Reminder 1                                    | Example Reminder 2                                                  | Example Reminder 3                                               |
| ----------------------------------------------------- | ------------------------------------------------------------------- | ---------------------------------------------------------------- |
| **Subject:** Claim your %%Referrer Reward%% discount! | **Subject:** Don't forget, you have a %%Referrer Reward%% discount! | **Subject:** Last chance, use your %%Referrer Reward%% discount! |

<Frame caption="Example Reminder 1 for the referrer coupon reminder journey.">
  <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955463519133.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=2a20a58921dca6d2b573eee4800d8f51" alt="Referrer coupon reminder example email 1" width="1148" height="561" data-path="images/knowledge/esp-crm/sfmc/23955463519133.png" />
</Frame>

The second reminder follows the same format with updated copy:

<Frame caption="Example Reminder 2 for the referrer coupon reminder journey.">
  <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955463521693.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=b1253657ef48dfaa5ca39c11f59b38a0" alt="Referrer coupon reminder example email 2" width="1144" height="550" data-path="images/knowledge/esp-crm/sfmc/23955463521693.png" />
</Frame>

The third and final reminder is shown below:

<Frame caption="Example Reminder 3 for the referrer coupon reminder journey.">
  <img src="https://mintcdn.com/mentionme/VdCgy-TyOfKIO-83/images/knowledge/esp-crm/sfmc/23955486173469.png?fit=max&auto=format&n=VdCgy-TyOfKIO-83&q=85&s=cd536bde19b9e58f285b97594342d23c" alt="Referrer coupon reminder example email 3" width="1144" height="607" data-path="images/knowledge/esp-crm/sfmc/23955486173469.png" />
</Frame>

#### SFMC Variables

| SFMC variable                                          | Description                                                                                                                                               | Example                                         |
| ------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------- |
| `%%Referrer First Name%%`                              | The first name of the referrer                                                                                                                            | Ryder                                           |
| `%%Referrer Last Name%%`                               | The surname of the referrer                                                                                                                               | Collins                                         |
| `%%Referree Reward%%`                                  | The reward the referrer will receive                                                                                                                      | £15 or 30%                                      |
| `%%Coupon Code%%`                                      | The coupon code the referrer receives                                                                                                                     | 10USDOFF-RXAAURVZ                               |
| `%%[Output(Format([Coupon Expiry],"d MMMM, yyyy"))]%%` | The expiry date of the coupon. See [SFMC Date Formatting](https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/dateTimeFormatting.html). | 19 July 2023                                    |
| `%%Call to Action URL%%`                               | The destination URL to spend the coupon                                                                                                                   | [www.mention-me.com](http://www.mention-me.com) |

### Step 3: Test the Preview

<Steps>
  <Step title="Open the preview and test tab">
    Test each email in the Preview and Test tab in the **Edit Email** section.

    <Frame caption="The Preview and Test tab for referrer emails.">
      <img src="https://mintcdn.com/mentionme/VdCgy-TyOfKIO-83/images/knowledge/esp-crm/sfmc/23955486176413.png?fit=max&auto=format&n=VdCgy-TyOfKIO-83&q=85&s=c83008ed977107ae79b15c905d07913e" alt="Preview and Test tab for referrer emails" width="565" height="227" data-path="images/knowledge/esp-crm/sfmc/23955486176413.png" />
    </Frame>
  </Step>

  <Step title="Select a test entry">
    Select the **Received Referrer reward from Mention Me** Data Extension and filter by a customer who matches the trigger criteria.

    <Frame caption="Selecting a test entry from the referrer reward data extension.">
      <img src="https://mintcdn.com/mentionme/wCXk8mLkd-Pu-JvZ/images/knowledge/esp-crm/sfmc/23955463527965.png?fit=max&auto=format&n=wCXk8mLkd-Pu-JvZ&q=85&s=b48e4b02358329b062fe28b078133f6f" alt="Selecting test entry from referrer reward data extension" width="2012" height="602" data-path="images/knowledge/esp-crm/sfmc/23955463527965.png" />
    </Frame>
  </Step>

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

    <Frame caption="Referrer reminder 1 preview with populated fields.">
      <img src="https://mintcdn.com/mentionme/VdCgy-TyOfKIO-83/images/knowledge/esp-crm/sfmc/23955486177949.png?fit=max&auto=format&n=VdCgy-TyOfKIO-83&q=85&s=c2c9cf29f6c9a522b4e5f2144beca74c" alt="Referrer reminder 1 preview with populated fields" width="1148" height="678" data-path="images/knowledge/esp-crm/sfmc/23955486177949.png" />
    </Frame>

    The second and third reminders populate in the same way:

    <Frame caption="Referrer reminder 2 preview with populated fields.">
      <img src="https://mintcdn.com/mentionme/VdCgy-TyOfKIO-83/images/knowledge/esp-crm/sfmc/23955486178845.png?fit=max&auto=format&n=VdCgy-TyOfKIO-83&q=85&s=b8c7fd8eeb1568cddfea5a7e42727bd7" alt="Referrer reminder 2 preview with populated fields" width="1144" height="584" data-path="images/knowledge/esp-crm/sfmc/23955486178845.png" />
    </Frame>

    <Frame caption="Referrer reminder 3 preview with populated fields.">
      <img src="https://mintcdn.com/mentionme/VdCgy-TyOfKIO-83/images/knowledge/esp-crm/sfmc/23955486180125.png?fit=max&auto=format&n=VdCgy-TyOfKIO-83&q=85&s=7a6f282b9a4a11dfa0537e9efd144252" alt="Referrer reminder 3 preview with populated fields" width="1144" height="612" data-path="images/knowledge/esp-crm/sfmc/23955486180125.png" />
    </Frame>
  </Step>
</Steps>

### Step 4: Activate the Journey

<Steps>
  <Step title="Confirm everything is ready">
    Once you are happy with the content and have tested the emails, activate the journey.
  </Step>

  <Step title="Activate the journey">
    Click the **Activate** button.

    <Frame caption="The Activate referrer journey button in SFMC.">
      <img src="https://mintcdn.com/mentionme/VdCgy-TyOfKIO-83/images/knowledge/esp-crm/sfmc/23955486181021.png?fit=max&auto=format&n=VdCgy-TyOfKIO-83&q=85&s=51950f72faaa69d0a576e87dd380f56a" alt="Activate referrer journey button in SFMC" width="897" height="202" data-path="images/knowledge/esp-crm/sfmc/23955486181021.png" />
    </Frame>
  </Step>
</Steps>
