Move Customers Between Campaigns

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.

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Moving a Customer to a Different Campaign

1

Find the customer

Go to the Mention Me Merchant Platform. Click on Customers and search for the customer by email, name, customer ID, or share link. Click to open the customer’s profile.

2

Stop current sharing

Under Sharing, click Actions and select Stop Sharing to remove them from their current campaign.

3

Enrol in new campaign

Click Enrol to Campaign and choose the correct campaign from the drop-down menu. You’ll get a confirmation that the customer has been enrolled.

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Rolling Forward a Referrer to the Latest Offer

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Option 1: Manual Re-enrolment

1

Find the customer

Go to the Mention Me Merchant Platform. Click on Customers and search for the customer by email, name, customer ID, or share link. Click on the customer’s profile to open it.

2

Enrol to latest campaign

Click Enrol to Campaign and select the latest referral campaign from the drop-down menu. You’ll see a notification confirming successful enrolment.

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Option 2: Actions under Sharing