If the decision is made to re-platform (moving Mention Me tags from one platform or website to another) there are a number of steps which are essential to making sure your Mention Me integration works as expected.
Replatforming process checklist:
Tags
During initial onboarding, you will have implemented a number of tags across your current platform. All of the implemented tags will need to be moved to your new platform to replicate the current journey on your new website.
You should have the below tags implemented.
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Landing page
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Referee tag
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Referrer tag
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Dashboard
If you have additional promotional points across your website, our Support Team can help you identify any additional tags you have.
To integrate your tags, please use the instructions which best suit your platform:
Vouchers
If you're able to transfer your vouchers during your replatforming, and don't need to change anything about them, no changes will need to be made in the platform to the offers we have set up for you.
However, if your replatform process means that previous voucher codes you have given to us or loaded into the platform for your Mention Me offers won’t work for your new website due to the platform where your tags are being managed, all voucher codes will need to be replaced.
We have a self-serve process for you to manage your rewards within the platform. Use the below article to replace your voucher codes. As the rewards will already exist for your current offer, you simply need to upload a new batch of vouchers and assign them to the existing reward setup:
If you need any help with getting your replacement codes uploaded and assigned to the rewards/offers, please ask the Mention Me support team for help.
Order Management
Order IDs
The Mention Me platform considers two Orders with the same ID as being identical & duplicates. Regardless of when the order happens, how much it was for or who made it. Same ID = same order. We will ignore duplicates.
If your new platform uses a different format for your Order Identifiers than the format you used previously, for example, your old format is 1001 and your new format is uk123, this is fine and no further steps are needed.
If your new platform uses the same numbering format, or the orders could eventually begin to reach IDs that we've already seen before, then there is an extremely high chance of duplication, leading to revenue not being tracked and customers, and their orders being disregarded.
This is easy to resolve by creating a prefix or suffix for the new Order ID in the tags/sftp feeds that are being sent to us. The addition can be anything, such as O for Order or N for New, for example;
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O1001, O1002, O1003
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1001N, 1002N, 1003N
As O1001/ 100N are not identical to 1001, the orders will not be considered duplicates. It's essential that this is done as part of your replatforming to ensure that Orders are tracked with no risk of lost data following your replatform.
Missed Order upload
Ideally, there should be no gaps in order data being passed to Mention Me, however, we understand that this could occur while replatforming takes place. If there is any period where order data is not being passed via the postpurchase/order tag, an order upload should be completed to account for any missing data.
To ensure that the data can be uploaded by the team, add a copy of all the missed orders to your Secure File Transfer, then create a Support Request asking for 'Help with Tech', letting us know the file name and that you need help with missed orders during your replatforming process. Our Technical Operations team will then ensure that your data is uploaded.
When providing the missed orders, please use this article as a guide to making sure the data is provided in the correct format. An example file can be found at the bottom of this page.
How to create a historical order upload document
