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Why Exclude Existing Customers?

When launching your referral programme, you may want to prevent existing customers from being treated as new customers and receiving referral rewards. Upload a list of customer emails to automatically exclude them from new customer rewards. They can still enrol as referrers and refer friends. We generally recommend using data covering the last 12 months of trading activity. The data requirements are outlined in the Data Processing Agreement (DPA) in your contract.

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What Does This Do?

After uploading your customer data, only new customers who have not yet made a purchase will be eligible for referral rewards. Existing customers attempting to claim new customer discounts will see a message indicating they are not eligible.
Existing customer ineligibility message shown to returning customers

The existing customer ineligibility message shown to returning customers.

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How to Do It

1

Export Data From Your Site or CRM

Create or export a CSV file containing email addresses for the period you choose (usually 12 months). The file should have one column with a header row.
2

Upload Your Data to Mention Me

Using the historical customer uploader:
Historical customer uploader interface

The historical customer uploader interface.

  1. Select the file you exported.
  2. Map the Email field to the email column using the mapper.
  3. Verify the sample columns match the expected data.
  4. Click Upload.
Last modified on July 13, 2026