CRM Feed Format

The CRM feed captures both referee and referrer activity in a structured format, delivered daily or weekly. It shows who was referred, who did the referring, share counts, and whether rewards were issued.

What Is the CRM Feed?

An exportable file containing structured referral data, designed for integration into your CRM or marketing automation platform. It includes:

Referees - those who were referred
Referrers - those who did the referring
Key event timestamps (share, sign-up, reward)
Referral methods, channels, and opt-in statuses

Delivery Frequency

Delivered daily or weekly, depending on your preference
Includes customers who, in the past 7 days:
- Were referred
- Referred others
- Shared a referral link

How to Use the Feed

Update records using Customer Email or Merchant Customer ID
Add new contacts for any unknown email addresses
Use segments (e.g. VIP or LoyaltyTier) to personalise campaigns
Track referral effectiveness by channel or campaign

Field Reference

Each row represents one customer. Both referee and referrer actions are captured where applicable.

Field Name	Description	Format
Customer Firstname / Surname	Name of the customer	Text (nullable)
Customer Email	Unique identifier of the customer	Text (required)
Merchant Customer ID	Your internal ID for this customer	Text (nullable)
Customer Recognised Date	When Mention Me identified this user as your customer	DateTime
Referred By Customer Email	Email of the referrer (if applicable)	Text (nullable)
Referred By Merchant Customer ID	Internal ID for the referrer	Text (nullable)
Opted In To Marketing Email	1 = opted in, 0 = not opted in	Boolean
Referred Date	Date the referee clicked a link or entered a friend’s name	DateTime (nullable)
Referred Signed Up Date	When the referee signed up or placed an order	DateTime (nullable)
Referred Rewarded Date	When a reward was issued for the referral	DateTime (nullable)
Referred Qualified Date	When the referee was confirmed as a new customer	DateTime (nullable)
Referred Situation	Referral channel (e.g. postpurchase, homepage)	Text (nullable)
Referred Share Type	Method used by referrer (e.g. EMAIL, FACEBOOK)	Text (nullable)
Referred Segment	Segment assigned to the referee (e.g. VIP)	Text (nullable)
Is Referrer	1 = customer has referred; 0 = has not	Boolean
Referrer Segments	Segments for referrer (comma-separated)	Text (nullable)
Referring Share Count	Number of referral shares	Integer (nullable)
Referring Successful Referrals Count	Number of shares resulting in successful referrals	Integer (nullable)

Example Data

Column	Example 1	Example 2
Customer Firstname	James	Susan
Customer Surname	Brandon	Smith
Customer Email	james@example.com	susan@example.com
Merchant Customer ID	ABC12345	DEF65432
Customer Recognised Date	14 April 2020 18:16:55	19 April 2020 18:16:55
Referred By Customer Email	fred-johnson99@example.com	freida123@example.com
Referred By Merchant Customer ID	12345
Opted In To Marketing Email	1	0
Referred Date	1 May 2020 18:16:55	30 April 2020 18:16:55
Referred Signed Up Date	2 May 2020 18:16:55	1 May 2020 18:16:55
Referred Rewarded Date	3 May 2020 18:16:55	2 May 2020 18:16:55
Referred Qualified Date	3 May 2020 18:16:55	2 May 2020 18:16:55
Referred Situation	postpurchase	landing-page
Referred Share Type	EMAIL	FACEBOOK
Referred Segment	VIP
Is Referrer	0	1
Referrer Segments	Employee, Red
Referring Share Count	0	2
Referring Successful Referrals Count	0	1

Common Use Cases

Identify top-performing advocates and reward them
Track new customers from referrals
Segment loyalty campaigns by engagement
Analyse channel performance (email, Facebook, etc.)
Monitor opt-in consent for marketing emails

Next Steps

If you’re not yet receiving the CRM feed, contact your Mention Me CSM or support team to set up daily or weekly delivery.

Getting Started

Onboarding

Referral

Influencer

A/B Testing

Reporting

Integrations

Security & Data

Platform Reference

What Is the CRM Feed?

Delivery Frequency

How to Use the Feed

Field Reference

Example Data

Common Use Cases

Next Steps

​What Is the CRM Feed?

​Delivery Frequency

​How to Use the Feed

​Field Reference

​Example Data

​Common Use Cases

​Next Steps

What Is the CRM Feed?

Delivery Frequency

How to Use the Feed

Field Reference

Example Data

Common Use Cases

Next Steps