Historical customer upload
Only new customers - those who’ve not made a purchase yet - can be referred (and therefore get a reward).
The Mention Me platform tracks everyone who has made a purchase or signed up to a service, via the Mention Me tags, but we need a list of all the people who purchased or signed up before Mention Me went live, to know who should qualify for New Customer offers.
The “Historical Customer” file is uploaded into the platform to exclude people who are already existing customers.
This prevents them from pretending to be a new customer and claiming a reward. We ask for this information once, at the point you are ready to put your tags live, and request 12 months worth of existing customer emails.
Existing Customers who try to receive new customer discounts or offers will see a message like this:
A message showing a user they can’t claim a reward as they’re an existing customer
The file should contain a list of email addresses. Nothing else is needed.
To upload the order data to Mention Me you must:
-
Create a CSV file
- Add a complete list of all customer emails for the last 12 months in a single column list:
|
Field |
Field type |
Example of valid data |
|---|---|---|
|
Customer Email (Hashed) |
Customer email* *You have the option to send this hashed if you want - see here for further details
|
name@xyz.com |
3. 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 Customer'
4. We will then perform the historical customer 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
