This guide aims to assist you in the process of creating and supplying your historical order data. Understanding how to effectively compile and present this information is crucial for maintaining accurate records and facilitating smooth transactions.
Throughout this guide, we will break down the steps necessary to gather your historical order data. We will cover various methods and tools that can be employed to ensure that the data is not only accurate but also easily accessible. By the end of this guide, you will have a comprehensive understanding of how to create, organise, and provide your historical order data in a manner that meets your needs.
Historical Order Upload
By uploading your customer's historical order data, you're able to access advanced features such as Extended Customer Revenue (ECR) and Predicted ECR much sooner as the algorithms will have enough data to start segmenting and predicting.
If you use Shopify, please see our guide for creating your Historical Order Export within Shopify Admin.
To upload the order data to Mention Me you must:
-
Create a CSV file
-
Populate it with the below fields using customer data from the past three years
-
IMPORTANT: Ensure that the merchant order IDs you pass us match exactly the merchant order IDs you pass us via other integrations
|
Field |
Field type |
Example of valid data |
|---|---|---|
|
Customer Email |
Customer Email* * You have the option to send this hashed if you want - see here for further details
|
name@xyz.com |
|
Merchant Order ID |
text |
Test001 |
|
Total |
numeric |
123.00 |
|
Currency |
GBP |
|
|
Order Date String |
Shopify date time format |
2023-01-19T12:41:43+00:00 2023-01-19T12:41:43Z 2023-07-17T21:54:11+0100
2023-08-08 13:16:36 +0100 |
4. Upload the CSV via the ‘Secure Document Transfer’ feature in the platform. If you've not used this feature before, please see our guide: Sending Data Securely To Mention Me
Name your file in the following format: Brand name - Historical Order
5. We will then perform the historical order upload for you and our team will be in contact with you once it is complete
Hashed Emails
If you would prefer to send your historical order data using hashed emails, please see our guide: Hashing historical customer emails
Subscription Model
If your business uses a Subscription Model, you should consider ensuring the true value of your customers and their referrals can be tracked following onboarding. See our article; Subscription Data for Advocacy Features for more information.