Intercom - send in-app messages from Voucherify

Voucherify provides integration with Intercom that enables you to deliver unique coupon codes through both the live chat window and via email. 

Intercom and Voucherify

In this section:

  1. Voucherify apps for Intercom
  2. Integration and configuration
  3. Add your customers
  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

Voucherify apps for Intercom 

You can connect Voucherify with Intercom by using two apps:

  • Voucherify app which enables you to send messages from Voucherify dashboard to Intercom customers (described in this guide).
  • 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


Send codes from Voucherify dashboard to Intercom customers 

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 Voucherify distributions

1

Connect your Intercom account with Voucherify

2

Create manual Intercom distribution to existing customers or

3
Set automatic coupon send out based on specific rules

Voucherify <> Intercom integration 

Firstly, you need to connect your Intercom account to Voucherify.

  • Click your username and select Integrations

Voucherify and Intercom Integration

  • Expand Intercom integration and click CONNECT 🔄

Intercom integration

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

  • Choose Connect to confirm and finish the integration 

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 

Integration Directory Voucherify

Add your customers

When both accounts are connected, you need to add your customers from Intercom to Voucherify. Use the CSV file and import tool or add customers by using Voucherify API

You can add custom fields (metadata) to pass customer attributes and Intercom tags to customer profiles in Voucherify. For example, you can attach a property source which equals to Intercom and build a customer segment with Intercom audience in Voucherify:

1. Firstly, add all custom attributes to the metadata schema in the Voucherify dashboard ( go here for the step-by-step instructions)

2. Now, create a CSV file with customer's data, here's an example:

3. When you have a CSV file with customers data, you can import customers to your Voucherify dashboard

While importing your CSV, you need to map added attributes to built-in properties in Voucherify and custom attributes visible in the metadata section in the customer profile 

4. Lastly, you can create a segment of customers who receive a message with code. Voucherify segments can be based on built-in properties or custom attributes (metadata). Below, you can see a segment of customers who have a metadata source = Intercom assigned to their profile.

When the segment filters are set, choose Add(7) and Reload. Then, confirm, with SAVE.

Now, you can run distribution and send codes to your Intercom customers from Voucherify dashboard.


Intercom distribution 

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 the future and thus enter a particular segment

Go here to learn more about Voucherify Distributions 


Manual mode 

1

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

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 

Select the purpose of your message

3

Now, select the previously-created segment of customers. You'll see the list of receivers who will get codes 

4

Enter the name of your distribution

Name your distribution

5

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

Intercom as a distribution channel

Intercom, live chat, compose your message

To customize your message template, change the template to Configurable Flyer.

  • Intercom configurable flyer

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


    Automatic distribution 

    Auto mode sends messages to Intercom customers automatically when they join a particular Voucherify segment. Firstly, you need to create a Voucherify segment that defines the message trigger and secondly, set automatic distribution in the manager.

    1
      The Voucherify segment defines what criteria triggers coupon distribution, and it is created by using built-in customer attributes or metadata properties:
      • Enter the Customer view in the Voucherify
      • Select segment criteria as in the picture below and ADD FILTER
    2

    Go to the Distribution view and run the manager

    Create new distribution

    3

    Choose the automatic mode 

    Automatic distribution

    4

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

    5

    Define your audience by choosing the segment created in the first step 

    Select customers for automatic distribution

    6

    Title your message 

    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 

    Intercom App Store

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

    Still need help? Contact Us Contact Us