How to setup the Salesforce Marketing Cloud (SFMC) integration

About the Mention Me integration

Seamlessly integrate high-quality, first-party referral data into Salesforce Marketing Cloud (SFMC) to enhance customer segmentation and campaign performance. Use Mention Me data—like next-best action, propensity to refer, and Extended Customer Revenue—to target high-value customer segments more effectively.

The integration is self-serve, requires no major IT effort, and can be fully set up in under 10 minutes by following the steps below.

• Send contact data and opt-ins from Mention Me referred customers to SFMC in real time
• Create coupon email reminders using referral data
• Use referral data to boost targeting across other marketing channels

Prerequisites

• Salesforce Marketing Cloud — You must have Administrator or Marketing Cloud Administrator roles.
• Mention Me — Ensure you have access to the Mention Me platform. Contact your Mention Me CSM if needed.

Step 1. Create a Mention Me App in Salesforce Marketing Cloud

Log in to your Salesforce Marketing Cloud admin account to set up a Mention Me App integration:

1. Ensure you have Installed Package > Administrator permissions.
2. Go to Setup > Apps > Installed Packages

3. Click New and name the package Mention Me

4. Click Save

Once saved, you can view the package details.

5. Under Components, click Add Component
6. Set the Component Type: API Integration

Integration Type: Server-to-Server Integration

After the component is created:

8. Click Edit and enable the following permissions:

• Journeys > Read & Write
• List and Subscribers > Read & Write
• Data Extensions > Read & Write

9. Click Save
10. Note down the following values from the created app:

• Client ID

• Client Secret

• Copy the subdomain from the REST Base URI (between https:// and .rest)

Step 2. Set up the integration in Mention Me

1. Go to the Mention Me platform and click Connect

2. Accept the terms and conditions if prompted

3. Click New authentication

4. Fill in the following values gathered in Step 1:

• Client ID
• Client Secret
• Subdomain

5. Click Create
6. If your SFMC Contact Key is not an email, untick the email option.

7. Click Authorise
8. Select the countries for which you want Mention Me data synced

Only data from selected Mention Me countries will be synced to Salesforce.

9. Click Connect

Mention Me will now complete the integration and create relevant Data Extensions in Salesforce.

This setup may take up to 1 minute to complete before moving to the final step.

Once the setup is complete, follow the guide to link the Mention Me custom fields Data Extension to your contact records.