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. 

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

• Expand Intercom integration and click CONNECT 🔄

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

• Choose Connect to confirm and finish the integration 

• 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 

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.

In 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 

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

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

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.

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