Week 1: Platform Fundamentals
The first week covers the essentials — team setup, rewards, and key features that drive referral performance.
Topics
- User management — add and manage users, understand account permission levels. How to Add and Unlock Users
- Rewards — what makes a compelling reward, different reward types, and fulfilment options. Understanding Good Rewards | Reward Types and Fulfilment | How to Fulfil Rewards
- A/B testing — the basics and how to use it to maximise referral performance. Understanding A/B Testing
- Native Share — how it enhances the sharing experience. Understanding Native Share
- Social Proof — how it boosts conversion. Understanding Social Proof
- Design — how to request design changes and edit your referral share image. Manage Your Design | Edit the Share Image
Week 2: Design, Copy, and Customisation
This week focuses on the visual and functional elements that shape the customer experience.
Topics
- Cookies — how Mention Me uses cookies for functionality and customer tracking. Understanding Mention Me Cookies
- Design journey — an overview of the Mention Me design journey and its impact on customer experience. Understanding the Design Journey
- Custom fonts — how to apply custom fonts across the referral journey and in emails. Understanding Custom Fonts
- Copy management — how to edit copy throughout the referral experience to reflect your tone of voice. How to Manage Your Copy
Week 3: Technical Setup and Integration
This week covers the technical implementation to get your referral programme running.
Topics
- Tag implementation — where and why to implement referrer and referee tags. Understanding Tag Implementation
- Shopify integration — how to integrate Mention Me with Shopify. Shopify Integration Guide
- JavaScript tags and tag managers — how to use JavaScript tags and tag managers for implementation. JavaScript Tags and Tag Managers
- DEMO testing — how to test your setup in DEMO mode before going live. How to Test the DEMO Implementation
- Error codes — how to identify and resolve common error codes and tag messages. Understanding Common Error Codes
Week 4: Launch Preparation
The final week focuses on data uploads, final integrations, and live testing.
Topics
- Voucher upload — how to upload voucher codes to power your incentive strategy. How to Upload Vouchers
- Integrations — connect Mention Me to your existing tech stack. Mention Me Integrations
- LIVE testing — how to test your live implementation before launch. How to Test the LIVE Implementation
- Historical data upload — upload customer data to strengthen performance from day one. How to Upload Historical Customer Data