> ## 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.

# Search, Add & Link Customers

> Search for customers, manually add them to campaigns, and link referrers to referees in the Mention Me platform.

## How to Search for a Customer

<Steps>
  <Step title="Open the Customers section">
    Go to the **Customers** section in the platform.

    <Frame caption="The Customers section in the platform navigation.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/27555889798045.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=1a1b5750e9343f0bfbebfd7faf9fd5f1" alt="Customers section in the platform navigation" width="3058" height="1484" data-path="images/knowledge/referral/customers/27555889798045.png" />
    </Frame>
  </Step>

  <Step title="Search and select">
    Search for the customer by name, email, customer ID, or share link, then click on the customer's link to open their account.

    If the customer is not found, they have not interacted with the referral programme previously and will need to be enrolled manually (see below).

    <Frame caption="Customer search results filtered by name, email, or share link.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/11572857636125.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=28d87d1567e61fd691bde4a3e387313f" alt="Customer search results by name, email, or share link" width="3008" height="1100" data-path="images/knowledge/referral/customers/11572857636125.png" />
    </Frame>
  </Step>
</Steps>

## How to Add a Customer

<Steps>
  <Step title="Select a campaign">
    Go to the **Customers** section in the platform. Click **Enrol a customer to campaign** to see your campaign options.

    <Frame caption="The Enrol a customer to campaign button and campaign options.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140867120413.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=b39a824faf62719195a9554bfcb96442" alt="Enrol a customer to campaign button and campaign selection" width="3960" height="904" data-path="images/knowledge/referral/customers/12140867120413.png" />
    </Frame>

    Ensure the correct campaign is selected based on the customer's locale, segment, or status.

    <Frame caption="The campaign selection dropdown for customer enrolment.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140867121565.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=dbf45fb1bc636b095416957410287629" alt="Campaign selection dropdown for customer enrolment" width="3604" height="660" data-path="images/knowledge/referral/customers/12140867121565.png" />
    </Frame>
  </Step>

  <Step title="Enter customer details">
    Enter the customer's first name, surname, and email address.

    <Frame caption="The customer enrolment form with name and email fields.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140867122333.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=945e1cbf147160dc9c683ca0ae79a341" alt="Customer enrolment form with name and email fields" width="3560" height="1674" data-path="images/knowledge/referral/customers/12140867122333.png" />
    </Frame>
  </Step>

  <Step title="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 **Register customer**.

    <Frame caption="The paying customer and email consent options alongside the Register customer button.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140880111517.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=df4c23f11dc3cf587582b230d7d5eff6" alt="Paying customer and email consent options with Register button" width="2698" height="1164" data-path="images/knowledge/referral/customers/12140880111517.png" />
    </Frame>
  </Step>
</Steps>

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

## How to Link Customers

<Steps>
  <Step title="Find the referrer">
    Go to the **Customers** section in the platform. Search for the existing customer (referrer) by name, email, customer ID, or share link, then click to open their account. If the customer is not found, enrol them manually first (see above).

    <Frame caption="Searching for an existing referrer customer.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140880115101.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=b50830f85c2dad6cf65c63f4978d5b48" alt="Searching for an existing referrer customer" width="3008" height="1100" data-path="images/knowledge/referral/customers/12140880115101.png" />
    </Frame>
  </Step>

  <Step title="Add a friend">
    Scroll down to **Sharing offers** and select **Actions > Add a friend**.

    <Frame caption="The Actions menu showing the Add a friend option under Sharing offers.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140867127837.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=6fa92c4d4318e6a4bc3c36f95c0015f2" alt="Actions menu with Add a friend option under Sharing offers" width="3007" height="1576" data-path="images/knowledge/referral/customers/12140867127837.png" />
    </Frame>
  </Step>

  <Step title="Enter referee details">
    Fill out the details for the new customer on the "Add referee" page and click **Save**.

    <Frame caption="The Add referee form with customer details.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140867131805.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=4a4cc26c48e4a35137cc5b523f34c728" alt="Add referee form with customer details" width="3007" height="1585" data-path="images/knowledge/referral/customers/12140867131805.png" />
    </Frame>
  </Step>

  <Step title="Confirm the referral">
    Review the details on the final page and click **Confirm referral** to link the new customer (referee) to the existing customer (referrer). If the new customer has already made a purchase, the platform will give the option to confirm the purchase, allowing the referrer to be awarded.

    <Frame caption="The Confirm referral page linking a referee to a referrer.">
      <img src="https://mintcdn.com/mentionme/DW6A4iNCa7LrbN3W/images/knowledge/referral/customers/12140880122909.png?fit=max&auto=format&n=DW6A4iNCa7LrbN3W&q=85&s=186e63ffd394b55b1f77cd6e06c68f82" alt="Confirm referral page linking referee to referrer" width="3008" height="1570" data-path="images/knowledge/referral/customers/12140880122909.png" />
    </Frame>
  </Step>
</Steps>
