About this guide

Mention Me can automatically send your customers' Extended Customer Revenue (ECR) data to your  Emarsys account. ECR is only calculated for your customers who have made a successful referral.

This data is scheduled to be sent on a weekly basis and will only send ECR data for customers whose ECR has changed from the previous week.

In this guide, you will learn how to import all your customers' ECR data into Emarsys as a one-off before Mention Me sends the weekly updates.

Steps to Import ECR Data

1. Download ECR Data from the Mention Me Platform
2. Create a CSV file for Emarsys
3. Upload your CSV file to Emarsys

Download ECR Data from Mention Me

The first step in uploading full ECR data to Emarsys is to download the extract from the Mention Me Platform.

1. Login to the Mention Me Platform and navigate to the Customer Revenue page in the Advocacy Intelligence section
   
   
   
   
2. Click the Download customer segments button (If you cannot see the Download customer segments button, reach out to your CSM for help)
   
   
3. Select all segments and click Generate.
   
   
   
   
4. This will generate a CSV file of all your customers with ECR segments which will take up to 15 minutes to be created. You will be sent an email to let you know when it is ready.
   
   
5. Click on the link in the email to download the CSV file (You might be required to log in again to the Mention Me platform)
   
   You can find the file by going to Settings -> Secure file transfer
   
   
   

Create a CSV file for Emarsys

Next, you will need to format the ECR CSV file in a way that Emarsys can import. Use any spreadsheet tool to open your file that has been downloaded, like Excel or Google Sheets.

1. Open the CSV file downloaded from Mention Me
   
   
2. Remove the first 3 rows so that only the headers remain
   
   
3. Remove the following columns as they are not needed by Emarsys:
   • Individual Revenue
   • Revenue Referred
   • Friends Ecr Value
   • Report Currency Code
   • First Name
   • Surname
     
     
4. Rename the following columns:
   • Email address -> Email
   • Activity Status -> Mention Me ECR Activity
   • Ecr Segment -> Mention Me ECR Status
     
     Note: Please ensure that the column names are case sensitive, so they have to be exact otherwise it will cause duplicates in Emarsys 
     
     
5. Move the email column to the first column. Your CSV file should now look like this:
   
   
   
   
6. Save your CSV file

Upload your CSV to Emarsys

For more info on how to import customer data into Emarsys, click here

Now you can upload your CSV file to Emarsys by following the steps below:

1. Navigate to Contacts > Data Import in Emarsys
   
   
   
   
2. Click Import file
   
   
   
3. Click Import file manually
   
   
   
   
4. Click Select a file and upload the CSV file you created
   
   
   
5. Under Settings, set the following:
   1. Unique Identifier = Email
   2. Opt-in declarations = Status not defined (this means that the import will not update any opt-in values)
      
      
      
      
6. Click Show Advanced Settings and click Update only
   
   
   
   
7. There is no need to match the fields as Mention Me would have already created the fields in Emarsys as part of our integration setup
   
   
8. Click Next step
   
   
   
   
9. Click Next Step
   
   
10. Enter the name of the Import as ECR Import and Click Start Import and Emarsys will process the file
    
    
    
    
11. Your import is now complete!
    
    All your customers who have made a successful referral will have an ECR segment and activity against their customer profile in Emarsys.