Historical order upload
By uploading your customers 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.
Note: 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 to the merchant order IDs you pass us via other integrations (e.g the javascript tags)
|
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
IMPORTANT: 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
If you would prefer to send your historical order data using hashed emails, please see our guide: Hashing historical customer emails
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.
