The Customers tab in the Mention Me dashboard navigation.
2
Search for the Referee
You must search for the referee (the new customer), not the referrer, to confirm a purchase.
Search using the referee’s email, name, customer ID, or share link.
Searching for the referee in the customer lookup bar.
3
Open Their Record
Click the customer’s name in the results to open their profile. Their Activity timeline shows that they were introduced by a referrer and are waiting for a transaction.
Opening the customer's account record.
4
Open the Actions Menu
Click Actions.
The Actions menu on the customer profile.
5
Click Confirm Purchase
Click Confirm Purchase. A panel opens explaining why a purchase might have been missed, with who introduced the customer and the nominal transaction amount that will be recorded.
The Confirm purchase option in the Actions menu.
6
Confirm Despite Minimum Spend (if Applicable)
There are two ways this step can proceed, depending on the order.
If the purchase was below the minimum spend, you can still confirm it to issue rewards.
Confirming a purchase that didn't meet the minimum spend.
7
Confirm the Promotion (if Applicable)
If the purchase is part of a promotion, you’ll see whether confirming it applies to that promotion.
Choosing whether the confirmation applies to an active promotion.
8
Click Confirm New Purchase
Click Confirm New Purchase to proceed.
The final confirmation button for the new purchase.
9
Refresh and Verify
Refresh the page to check it worked. The customer is now a paying customer, and the referral has been approved and rewarded.
The customer account after refreshing the page.
10
Check the Activity Timeline
The customer’s Activity Timeline shows the transaction as confirmed manually, with the referral linked.
The confirmed referral shown in the customer's activity timeline.
11
Reveal the Reward Code
Scroll down to the Rewards section to see the code that was issued. If you have the right permissions, click Reveal to display it.
Revealing the issued reward code.
Last modified on November 3, 2026
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search`,\"data-og-width\":`1248`,width:`1248`,\"data-og-height\":`807`,height:`807`,\"data-path\":`images/knowledge/referral/customers/confirm-purchase-search.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-search.png?w=280\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=5c5e1563e1094ab1c1fd40cf0d5fc6d9 280w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-search.png?w=560\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=086b6861fb1950cf30dd0f50702e5dbb 560w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-search.png?w=840\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=35d09420f9258a12e27806306c6f0b44 840w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-search.png?w=1100\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=11ae062bbd91071a69c96fd434bd9b09 1100w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-search.png?w=1650\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=59e5a6b96f00c67ec04e67aea890bb42 1650w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-search.png?w=2500\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=b387092e7ced2ab2ae3df46b1f4f2a83 2500w`})})]}),_jsxs(Step,{title:`Open Their Record`,children:[_jsxs(_components.p,{children:[`Click the customer’s name in the results to open their profile. Their `,_jsx(_components.strong,{children:`Activity timeline`}),` shows that they were introduced by a referrer and are waiting for a transaction.`]}),_jsx(Frame,{caption:`Opening the customer's account record.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-open-profile.png?fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=4deceb1d6367053d2b1e832dd7e167c7`,alt:`Opening customer account details in Mention Me`,\"data-og-width\":`1248`,width:`1248`,\"data-og-height\":`807`,height:`807`,\"data-path\":`images/knowledge/referral/customers/confirm-purchase-open-profile.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-open-profile.png?w=280\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=dab360f710dab00bcdbf65172ce0ce67 280w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-open-profile.png?w=560\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=bc0b7266f2b89526b907a2efa505c422 560w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-open-profile.png?w=840\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=d277105615c2959f0a310b20d2e40c6a 840w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-open-profile.png?w=1100\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=d182bc865541c1e62300f2c0c83f20e8 1100w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-open-profile.png?w=1650\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=f26402e7dc66c42b09f066a92ec8b08a 1650w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-open-profile.png?w=2500\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=241da549bc5f3974c376267dde707cd6 2500w`})})]}),_jsxs(Step,{title:`Open the Actions Menu`,children:[_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Actions`}),`.`]}),_jsx(Frame,{caption:`The Actions menu on the customer profile.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-actions-menu.png?fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=d7293130351e8bf2ef3c893cb82ecb44`,alt:`Actions menu on customer profile`,\"data-og-width\":`1248`,width:`1248`,\"data-og-height\":`807`,height:`807`,\"data-path\":`images/knowledge/referral/customers/confirm-purchase-actions-menu.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-actions-menu.png?w=280\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=36e165f890a93678910678a84abeb2f9 280w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-actions-menu.png?w=560\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=22051a98c12184352c383c4e84913b8f 560w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-actions-menu.png?w=840\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=1500327859670c0008774281d3af8add 840w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-actions-menu.png?w=1100\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=4c45853a67bcffd28afd3eb4e2b7a248 1100w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-actions-menu.png?w=1650\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=58634fc52e3375e44c820690be371795 1650w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-actions-menu.png?w=2500\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=44462be2ffe3866b8f11ebaeb059037f 2500w`})})]}),_jsxs(Step,{title:`Click Confirm Purchase`,children:[_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Confirm Purchase`}),`. 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https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-button.png?w=2500\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=ee12131afd476bb768afbbac2babbebe 2500w`})})]}),_jsxs(Step,{title:`Confirm Despite Minimum Spend (if Applicable)`,children:[_jsx(Info,{children:_jsx(_components.p,{children:`There are two ways this step can proceed, depending on the order.`})}),_jsx(_components.p,{children:`If the purchase was below the minimum spend, you can still confirm it to issue rewards.`}),_jsx(Frame,{caption:`Confirming a purchase that didn't meet the minimum spend.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-minimum-spend.png?fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=bdb70da8cbfcd13190d6cbd80fde217a`,alt:`Confirm for minimum spend not met`,\"data-og-width\":`1248`,width:`1248`,\"data-og-height\":`888`,height:`888`,\"data-path\":`images/knowledge/referral/customers/confirm-purchase-minimum-spend.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-minimum-spend.png?w=280\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=0c9486bfa430f55b53af5b1d6e3515b7 280w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-minimum-spend.png?w=560\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=0c7bacd8a0d5f887bada350545c8caa2 560w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-minimum-spend.png?w=840\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=ed90bdb8d2007b94d871ea853b044e3c 840w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-minimum-spend.png?w=1100\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=f26571b903aee3804530d32910997af4 1100w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-minimum-spend.png?w=1650\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=a400042ac88522ea962025e2b12704a2 1650w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-minimum-spend.png?w=2500\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=87d35fd14232df04f7f76c25a9d7d1f2 2500w`})})]}),_jsxs(Step,{title:`Confirm the Promotion (if Applicable)`,children:[_jsx(_components.p,{children:`If the purchase is part of a promotion, you’ll see whether confirming it applies to that promotion.`}),_jsx(Frame,{caption:`Choosing whether the confirmation applies to an active promotion.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-promotion.png?fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=5ee2f35396adc36f5b9f35811bffe56b`,alt:`Promotion selection confirmation option`,\"data-og-width\":`1248`,width:`1248`,\"data-og-height\":`934`,height:`934`,\"data-path\":`images/knowledge/referral/customers/confirm-purchase-promotion.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-promotion.png?w=280\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=c4ac007a3543faabc7437899ca517889 280w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-promotion.png?w=560\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=d43def54f461cab186568f229926aa50 560w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-promotion.png?w=840\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=9bb7961169bb8336935bfca29aa351c9 840w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-promotion.png?w=1100\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=ba99b29ad4dd65ceb6c74906dab157a7 1100w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-promotion.png?w=1650\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=dd6f17b0c56ab41436a69f2802d23e69 1650w, https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-promotion.png?w=2500\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=04d11845e22975ff6722420c6c2e35d1 2500w`})})]}),_jsxs(Step,{title:`Click Confirm New Purchase`,children:[_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Confirm New Purchase`}),` to proceed.`]}),_jsx(Frame,{caption:`The final confirmation button for the new purchase.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-final-confirm.png?fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=8faf9fbeae77fbfa2c57c34c0a696142`,alt:`Final confirmation button`,\"data-og-width\":`1248`,width:`1248`,\"data-og-height\":`807`,height:`807`,\"data-path\":`images/knowledge/referral/customers/confirm-purchase-final-confirm.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/mentionme/1plw06TEDiD7_IVv/images/knowledge/referral/customers/confirm-purchase-final-confirm.png?w=280\u0026fit=max\u0026auto=format\u0026n=1plw06TEDiD7_IVv\u0026q=85\u0026s=dbf9152360326fb63109d3371aaa25e7 280w, 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