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

This guide assumes you have already familiarized with the Distribution Manager basics 👌🏼

Send codes from Voucherify dashboard to Intercom customers 📲

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 👇🏻

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 💎

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

• 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 👏🏼

Syncing customers and Intercom tags in Voucherify 🔄

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

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 👨🏻👩🏻

Build dynamic segments 🏃

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

3. Reload and create a dynamic segment with tagged users which later on will be the audience in your distribution✉️

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

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 future and thus enter a particular segment

Go here to learn more about Voucherify Distributions 💡

Manual mode 🙌

Automatic distribution 🤖

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.

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

Confirm segment with SAVE.

Great job! 🎉

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