Intercom - send in-app messages from Voucherify dashboard to Intercom customers

In this section:

  1. Voucherify apps for Intercom
  2. Integration and configuration
  3. Syncing customers and Intercom tags in Voucherify
  4. Messages with codes sent from Voucherify dashboard to Intercom customers
    1. Manual distribution to your existing customers in Intercom
    2. Automatic distribution based on predefined rules
  5. Voucherify promo codes sent straight from messenger window

Voucherify apps for Intercom πŸ’™

You can connect Voucherify with Intercom by using two apps:

  • Voucherify app which enables you to send messages from Voucherify dashboard to Intercom segments.
  • Voucherify Rewards which provides predefined messages sent instantly from a Messenger window in response to a complaint or other scheduled events (Read more here)

This guide assumes you have already familiarized with the Distribution Manager basics πŸ‘ŒπŸΌ


Send codes from Voucherify dashboard to Intercom customers πŸ“²

Voucherify provides full integration with Intercom People & Engage modules. First of all, you can deliver unique coupon codes through both the live chat window and via email. Second, Voucherify syncs customer details & events so your promo campaigns will always be contextual and more personalized.

In this tutorial, we are going to show you how to automatically distribute specific coupons, personalized messages and promotion info to your Intercom customers by using Intercom tags and Voucherify segments πŸ‘‡πŸ»

1

Connect your Intercom account with Voucherify and sync customers database

2

Create manual Intercom distribution to existing customers or

3
Set automatic coupon send out based on specific rules

Voucherify <> Intercom integration πŸ’Ž

Firstly, you need to connect your Intercom account to Voucherify and sync your data.

  • Click your username and select Integrations πŸ”„

Voucherify and Intercom Integration

  • Expand Intercom integration and click CONNECT πŸ”„

Intercom integration

You'll be redirected to an Intercom integration website with required Voucherify permissions. 

  • Choose Connect to confirm and finish the integration βœ…

Finish integration with Intercom

  • When it's ready, you'll be back to the Voucherify Integrations page. If your account were connected successfully, you'd see it next to the Intercom logo πŸ‘πŸΌ

Integration Directory Voucherify

Syncing customers and Intercom tags in Voucherify πŸ”„

Now, you can start syncing your Intercom data. It enables you to build dynamic Voucherify segments of Intercom customers. 

Syncing Voucherify and Intercom

From the moment you start syncing your data, each time new user appears in Intercom, he/she is automatically added to Voucherify Customers section. Keep in mind it works only for new customers added after syncing with Voucherify πŸ‘¨πŸ»πŸ‘©πŸ»

If you'd like to create a distribution to Intercom users who are already in your Intercom database, you need to use Intercom tags. After you connect accounts and 'start syncing' with Voucherify you can use tags to segment customers. If you add any tag to users in Intercom, all tagged customers will appear in the Voucherify dashboard equipped with the added tag. In this case, it doesn't matter if a user entered your database before or after syncing with Voucherify, all tagged users are visible in the Voucherify Customers section. The only condition is that the tag needs to be added after syncing both accounts.

Build dynamic segments πŸƒ

Before you open a distribution manager, you need to build segments. Here's how to do it (after accounts are connected and syncing is on): 

1. Add a tag to all Intercom users that will receive your message from Voucherify
2. Go to customers section in Voucherify dashboard and search these users by using the following filters: 

  • source is Intercom 
  • metadata which is a 'name of your tag ' that needs to be set true as in the 2nd screenshot

Customer segment for Intercom

Metadata analysisIntercom tag as metadata

3. Reload and create a dynamic segment with tagged users which later on will be the audience in your distributionβœ‰οΈ

Now, you can send codes and messages to your Intercom users. Let's go through the manager and explore available options πŸ˜


Intercom distribution πŸ“€

To run the distribution, you need to open a manager in the Distributions section.

Select new DistributionsIn the first stage, choose between manual and auto message option:

  • manual mode sends codes right after finishing the distribution and clicking SEND,

  • auto mode sends messages if customers match predefined criteria in future and thus enter a particular segment

Go here to learn more about Voucherify Distributions πŸ’‘


Manual mode πŸ™Œ

1

Let's leave manual message option selected, and go to the second stage βž‘️

Manual or Automatic Distribution

2

Select a distribution purpose. If you're going to send promo codes, choose a respective campaign in the next step βž‘️

Select the purpose of your message

3

Now, select the segment of your Intercom customers. You'll see the list of receivers who will get codes  πŸ“–

4

Enter the name of your distribution βœοΈ

Name your distribution

5

In 5th stage, c hoos e Intercom and go to the text editor to write your message βž‘️

Intercom as a distribution channel

Intercom, live chat, compose your message

To customize your message template, change the template to Configurable Flyer and choose from the following options:

  • compose an HTML message with text, links, and images
  • place unsubscribe link
  • use merge tags:
    • customer name, email
    • coupon code in text format
    • coupon code in QR format
    • voucher's value

Intercom configurable flyer

Intercom message preview

Below the text editor, you can add optional reminders. They remind your customer in case of some codes remain  unredeemed .

Go here to learn more πŸ’‘

When it's ready, choose SEND to confirm your distribution and deliver coupon codes straight to your Intercom clients. 


Automatic distribution πŸ€–

Auto mode sends messages to Intercom customers automatically when you assigned them to a particular tag. Firstly, you need to create a Voucherify segment defined by an Intercom tag and secondly, set automatic distribution in the manager.

1
    Voucherify segment defines what tag triggers coupon distribution, and it is created by using metadata property:
    • Enter the Customer view in the Voucherify
    • Select segment criteria as in the picture below and ADD FILTER

    Intercom tag name

    Create a new customer segment

Confirm segment with SAVE.

2

Go to the Distribution view and run the manager πŸ‘¨πŸ»πŸ’Ό

Create new distribution

3

Choose the automatic mode πŸ€–

Automatic distribution

4

Select a distribution purpose. If you're going to send promo codes, choose a respective campaign in the next step πŸŽ―

5

Define your audience by choosing the segment created in the first step πŸ‘¨πŸ½ πŸ‘©πŸ½ 

Select customers for automatic distribution

6

Title your message βœοΈ

7
Choose Intercom channel in the next step. Choose in-app message and go to the text editor to write your message.

Select Intercom as your Distribution channel

After designing your message, confirm with SET LIVE πŸ˜Ž

Here are some examples of messages that you can send:

Email examples


INTERCOM 

Intercom integration


Voucherify coupons in Intercom

Great job! πŸŽ‰

If you want to learn more about possibilities that Intercom and Voucherify integration offers, visit our blog!

Intercom App Store

Check out Voucherify integration at Intercom App store and learn more details.