> ## 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.

# Onboarding Overview

> Get started with Mention Me: what to expect during onboarding and the key setup activities that unlock the full Advocacy Intelligence Platform.

## Welcome to Mention Me Onboarding

This guide covers everything you need to know to get your Mention Me referral programme up and running. Whether you're setting up your first campaign or integrating with your existing tech stack, the onboarding process is structured to get you live quickly and confidently.

## What You'll Do During Onboarding

<Steps>
  <Step title="Complete the setup form">
    A 13-question form covering design assets, reward details, and programme basics required to begin implementation.
  </Step>

  <Step title="Follow your personalised onboarding plan">
    Step-by-step tasks organised week by week for a smooth experience.
  </Step>

  <Step title="Implement and test your tags">
    Install Mention Me JavaScript tags, test in DEMO mode, then switch to LIVE.
  </Step>

  <Step title="Review and launch">
    Request a final programme review before going live.
  </Step>
</Steps>

## Key Setup Activities

Completing these activities unlocks the full power of the Advocacy Intelligence Platform.

### Historical Order Data Upload

Upload your customers' historical order data to access advanced features like Extended Customer Revenue (ECR) and Predicted ECR sooner. The algorithms need sufficient data to begin segmenting and predicting.

[Learn more about historical data uploads](/knowledge/security/data-management/historical-order-upload)

### Ongoing Data Upload

If your business model includes subscriptions, additional data ensures you get full value from the Customer Advocacy Intelligence platform and a better understanding of your most valuable customers.

[Learn more about ongoing data uploads](/knowledge/reporting/advocacy/ecr)

### Marketing Automation Integration

Access segmented data to power automations and workflows across your tech stack -- targeting the right customer with the right message at the right time.

[Browse integration options](https://help.mention-me.com/hc/en-gb/sections/4856001325341-3rd-Party-Integrations)

### Merchant API Integration

Use the Merchant API to access customer and configuration data. Common actions include marking a customer as eligible for a reward and retrieving customer details such as segments or sharing frequency.

[View Merchant API docs](https://developers.mention-me.com/docs/merchant-api)

### Passing Recommended Tag Data

Ensuring your JavaScript tags contain all recommended parameters lets you create customer cohorts for curated experiences and provides deeper insight into how your referral programme impacts customers.

[View tag parameter instructions](https://demo.mention-me.com/api-demo/v2/generic/instructions/referrer/postpurchase/popup)

### Customer Origin Survey

Mention Me is the only platform that can calculate your Earned Growth score.

[Learn more about the Customer Origin Survey](/knowledge/reporting/advocacy/earned-growth)

## Testing Your Implementation

Before going live, you'll test each touchpoint in the DEMO environment then switch to LIVE tags. See the [testing guides](/knowledge/onboarding/testing/landing-page) for step-by-step instructions covering:

* Referral landing page
* Referee tag (checkout)
* Postpurchase tag (order confirmation)
* Dashboard tag (customer account)

### Prerequisites for Testing

* Access to the Mention Me DEMO environment at [demo.mention-me.com](https://demo.mention-me.com)
* The four key Mention Me JavaScript tags installed using `tag-demo.mention-me.com`
* The required HTML wrapper on pages where Mention Me content appears: `<div id="mmWrapper"></div>`
* Use incognito/private browsing with unique test email addresses for each test

### Verifying Tags with DevTools

Use your browser's Network tab to confirm Mention Me is loading correctly:

<Steps>
  <Step title="Open DevTools">
    Right-click on the page and select **Inspect**.
  </Step>

  <Step title="Open the Network tab">
    Open the **Network** tab and reload the page.
  </Step>

  <Step title="Filter requests">
    Filter by your **partnerCode**.
  </Step>

  <Step title="Verify the environment">
    Confirm requests are going to the expected environment (`tag-demo.mention-me.com` for DEMO, `tag.mention-me.com` for LIVE).
  </Step>
</Steps>

[How to locate your Partner Code](/knowledge/admin/partner-code)

### Common Issues

* **Content doesn't appear** -- ensure the Mention Me script is included and the wrapper div is present.
* **No Mention Me requests in Network tab** -- check you're filtering by your partnerCode and using the correct tag environment.
* **Referral link doesn't recognise the referrer** -- use the same test referrer from the landing page test, try a fresh incognito session, and always use a new email for each referee test.

## Getting Help

If you need support during onboarding, submit queries via the [help request form](https://help.mention-me.com/hc/en-gb/requests/new?ticket_form_id=1900000712373).