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A guided walkthrough of searching for, adding and linking customers in the Mention Me platform.

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How to Search for a Customer

1

Open the Customers section

In the left-hand menu, click Customers.
Customers section in the platform navigation

The Customers section in the platform navigation.

2

Search and select

Search for the customer by email, name, customer ID, or share link, then click their name to open their profile.If the customer is not found, they have not interacted with the referral programme previously and will need to be enrolled manually (see below).
Customer search results by name, email, or share link

Customer search results filtered by name, email, or share link.

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How to Add a Customer

1

Select a campaign

In the left-hand menu, click Customers, then click Enrol a customer to campaign to see your campaign options.
Enrol a customer to campaign button and campaign selection

The Enrol a customer to campaign button and campaign options.

Ensure the correct campaign is selected based on the customer’s locale, segment, or status.
Campaign selection dropdown for customer enrolment

The campaign selection dropdown for customer enrolment.

2

Enter customer details

Scroll down and enter the customer’s first name, surname, and email address.
Customer enrolment form with name and email fields

The customer enrolment form with name and email fields.

3

Configure options and register

If the customer is a paying customer (i.e. they’ve purchased your product), ensure that “This customer is a paying customer” is ticked. Ask the customer if they consent to receiving emails. If they do, tick “Send referrer registration and forward emails”. Otherwise, leave the box unticked. Click Save, and their new profile opens.
Paying customer and email consent options

The paying customer and email consent options.

If your customer has opted out of Registration & Forward emails, they will still receive reward fulfilment emails for any successful referrals they make.
1

Find the referrer

In the left-hand menu, click Customers. Search for the existing customer (referrer) by name, email, customer ID, or share link, then click their name to open their profile. If the customer is not found, enrol them manually first (see above).
Searching for an existing referrer customer

Searching for an existing referrer customer.

2

Add a friend

Scroll down to Sharing, open the Actions menu and click Add a friend.
Actions menu with Add a friend option under Sharing

The Actions menu showing the Add a friend option under Sharing.

3

Enter referee details

Enter the friend’s email, first name and surname on the Add a friend page, then click Save.
Add a friend form with email, first name and surname filled in, and the Save button

The Add a friend form with the friend's details.

4

Check the link

The friend’s profile opens, linked to the referrer. Their Activity timeline shows who introduced them, and that the referral is waiting for a transaction. If they’ve already bought, confirm the purchase from their Actions menu so the referrer is rewarded.
Friend's customer profile with the activity timeline showing who introduced them and Waiting for transaction

The friend's profile, introduced by the referrer and waiting for a transaction.

Last modified on November 3, 2026