About this guide

Mention Me can automatically send your customers' Extended Customer Revenue (ECR) data to your  Ometria 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 Ometria 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 the ECR custom fields in Ometria (if not already there)
3. Create a CSV file for Ometria
4. Upload your CSV file to Ometria

Download ECR Data from Mention Me

The first step in uploading full ECR data to Ometria 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.
   
   
   
   This will generate a CSV file of all your customers with ECR segments which will take up to 15min to be created. You will be sent an email to let you know when it is ready. 
   
   
4. 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 here to Settings -> Secure file transfer
   

Create a CSV file for Ometria

Next, you will need to format the ECR CSV file in a way that Ometria 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 Ometria:
   • Individual Revenue
   • Revenue Referred
   • Friends Ecr Value
   • Report Currency Code
   • First Name
   • Surname
     
     
4. Rename the following columns:
   • Email address -> email
   • Activity Status -> properties.mm:ecr_activity
   • Ecr Segment -> properties.mm:ecr_status
     
     Note: Please ensure that the column names are case sensitive, so they have to be exact otherwise it will cause duplicates in Ometria 
     
     
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 Ometria

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

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

1. Navigate to your Account Name > Contact upload in Ometria
   
   
   
   
2. Click Select CSV File and select the CSV file you created
   
   
   
   
3. Select No to add contacts to a segment
   
   
   
   
4. Leave the Merge Mode option ticked (having this on, will only update the specific fields in the CSV, no other Ometria data will be changed)
   
   
   
   
5. Select Unchanged, for the Email and Subscription mode
   
   Important: This will leave the opt-in status of the customer as it is in Ometria
   
   
   
   
6. Confirm both Data Privacy checkboxes
   
   
   
   
7. Press Upload to start the process and the data will start to be imported. It could take up to 24 hours process (Ometria will send you an email once it is done)
   
   
8. 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 Ometria.