In this video, you'll learn how to get started with Mention Me by completing your onboarding setup form and navigating your personalised onboarding plan.
You'll discover how to:
- Fill out the 13-question onboarding setup form, including design assets and reward details, which is required to begin implementation
- Access your tailored onboarding plan in Monday.com with step-by-step instructions
- Complete tasks week by week in a structured, chronological format for a smooth onboarding experience
- Ask for help by tagging Mention Me Support directly on the board or submitting a Help Request form
- Follow platform-specific technical instructions (e.g., for Shopify) and track progress by marking tasks as complete
- Request a final program review before going live, after which the support team will confirm launch and guide you through the next steps
By the end, you'll be ready to launch a fully supported referral program, built around your business needs.
If you have any questions after watching, please reach out to the Support or On Demand team using the help form here.