Contacts & Companies

Track your customers in the Intercom platform for better relationships

  • 159 Topics
  • 472 Replies

159 Topics

O
Ozan Y
asked in Contacts & Companies

Add Plan to Company

I can not see any plan. Actually I don't find how to add plan to Intercom. 

2
P
2 days ago
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Nick L14New Participant
asked in Contacts & Companies

Can I use metadata from an event in creating a segment?

I have an event that comes from Stripe called "received discount" which has metadata coupon_id, percent_off, amount_off, and duration. I want to be able to create a filtered view for users that received discount with a specific coupon_id. I am able to view this event and metadata in the user profile it just appears that for filtering purposes you can only filter on date or count.

3
X
11 days ago
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Patrick H12New Participant
asked in Contacts & Companies

Is it possible to create a calculated field or input data into a field based on the value of another field?

Hey everyone,What I’d like to do is create a new contact field called “App URL”. Then I’d like to autofill this information based on data from another field. For example, if email contains company.com.au then I want the App URL to be “app.company.com.au”.Alternatively, is there a way to simply get the current page URL to use in an outbound message Action?

1
Eden
29 days ago
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Ian MaisonNew Participant
asked in Contacts & Companies

Creating a Company advice

I understand that Companies need to be created via API, I also understand they show when they have 1 associated user - but sadly even with the Developer Hub and knowledge of sending API requests and Postman as well; I can’t get this to work at all.For Attaching a Contact:Why does the Body only include an ID? No company ID, user ID ever seems to do anything with this.{ "id": "64e5e25c35824d3aabb0e535" }Is there a video or simple walk through that simply shows how to create a simple Company and associates 1 User; it would be really helpful as its far too time consuming.After hours of trying, still cant create a single Company or attach one user.

1
Racheal
1 month ago
K
Kurt StuartNew Participant
asked in Contacts & Companies

Replace entire Contact list

I have a need to cleanup my contact list. I would like to delete all current clients and import a new list. (we do not have an API integration and manually load clients)My thought is:1)Export the current list and save off.2)Copy the export list to edit Contacts, Segments and Tags3)Import the new entire list into IntercomCan anyone tell me if this is the BEST way to accomplish this?  

2
Jacob Cox
1 month ago
J
Jeffrey HConnector
asked in Contacts & Companies

How to import company's

Hi, I just exported a few companies but there seems no way to reimport the company's, it's only possible to import leads and users. Is there a way to import the the same data?​sadly there are alot of features, that are not available for companies.

4
I
1 month ago
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User2397New Participant
asked in Contacts & Companies

Is it possible to assign a user to an existing company?

if we receive an email from a new user that is part of an existing company, we do not have an easy way to link them to the company.  I do not know how to do anything with API and it seems silly to hire a developer everytime I need a little change.

3
L
1 month ago
C
CochiseNew Participant
posted in Contacts & Companies

How can I see how many of my users are online right now?

How to get the actual count of how many users are online right now, without having to count them by scrolling and counting manually.

5
D
1 month ago
Søren Sprogø
Søren SprogøNew Participant
asked in Contacts & Companies

Exporting all Contact event data

Hiya.We push event data on our contacts. Like when they perform a “search” or a “download”, some of the events with additional properties like “keyword” or “download type”.Is there any way to export ALL events on all contacts, so we can do some data mining on them with our own tools?Export either as plain CSV’s, or maybe to tools like BigQuery?I’ve had a brief look at the API, but it looks like (I may be wrong) you can only query events for specific contacts. We need the events from everyone.Or are there maybe apps than can be used for this? SeekWell maybe?/Soeren S.

4
Milan
Top Expert
1 month ago
A
Anton KovalNew Participant
asked in Contacts & Companies

Requesting contact by its ID via API - Not Found error

Using the legacy users API endpoint, I can lookup a user by its User ID:```In [36]: INTERCOM_API._wrapped_api._session.get("https://api.intercom.io/users?user_id=64b9893ad6e27c3ffdeda313").json()['id']Out[36]: '64b9893b1c83c9c6ed44a05c'```The same ID I see in the UI, all good:But when I’m trying to access this user (contact?) using the new API, I get 404:```In [37]: INTERCOM_API._wrapped_api._session.get("https://api.intercom.io/contacts/64b9893b1c83c9c6ed44a05c").json()Out[37]:{'type': 'error.list', 'request_id': '001lpi4kfnoevvqlhh30', 'errors': [{'code': 'not_found', 'message': 'Contact Not Found'}]}```Please advise.

1
Eden
2 months ago
M
Matej DeakNew Participant
asked in Contacts & Companies

Problem with importing several times same CSV

I have imported CSV into Intercom to target certain amount of couriers. During the day I have made changes to the several tagged people and therefore needed to change CSV and upload it again. On the first attempt, Intercom pointed an error saying that there are already users who are imported with same email/name etc... and suggested me that I need to delete them. So, I went to my imported CSV and "archived" it and uploaded new CSV (new CSV contains almost same persons) and it worked very well.  During the day, I needed to change imported CSV again. So, im remaking the whole process from above (archiving actual one) and uploading new one. This is the point I am stuck now. It can not be done twice. I get an error that there are already users who are imported with same email/name even though I have archived them like first time, and it doesn't allow me to import CSV like first time. Kinda need help ASAP. Does anyone know how to import the same CSV for the second time? 

1
Shauna
2 months ago
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Michael H17New Participant
asked in Contacts & Companies

How can I track inbound phone calls?

We are using Intercom for Chat- and E-Mail based customer support. Some of our clients are still calling us by phone - and I would like to track these calls in Intercom, too. Is there a way to create a new "fake-conversation", in which i could track my phone call:who calledwhat was the date/time of the callwhat was the content of the callthis would allow me to (hopefully) have a detailled reporting about our support cases - including phone calls. has anyone ever done something similar?

2
T
2 months ago
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Weston McBrideNew Participant
asked in Contacts & Companies

How can I get a weekly email report with the list of slipping away users and companies?

Hi there - I’d like to get an email each week of the users and companies in custom filtered lists in the Contacts section of Intercom. For example, which users or companies are slipping away each week? I feel like there’s gotta be a way to do this but I can’t figure it out. I get the daily emails which include the default company slipping away logic, but I can’t figure out how to modify that. 

2
W
4 months ago
vartan.kourshounian
vartan.kourshounianNew Participant
asked in Contacts & Companies

Bulk delete users in Intercom

Hello, I currently created a segment called Inactive Users which basically are the ones who aren’t active in the last 30 days and I have around 10K+ users that I want to directly delete permanently from Intercom. I checked this article https://developers.intercom.com/intercom-api-reference/reference/deletecontact but since I am not a technical person, I was wondering if its possible for someone to guide me in the steps needed to get the job done.

4
vartan.kourshounian
5 months ago
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Madhu SoodhananNew Participant
asked in Contacts & Companies

When did my user unsubscribe?

Is there a way to know when a user unsubscribed? Which campaign pushed them over the hill, etc.? 

1
Daniel M15
5 months ago
S
Sarah KindNew Participant
asked in Contacts & Companies

Filtering companies by missing tags

Hi, we use Intercom to send out support related notifications. We tag companies as being either UKI or US. I want to be able to pull a list of companies that do not have either of these tags (to ensure one of these tags is applied) but not sure how to do this if anybody has any suggestions please!

1
P
5 months ago
M
MMDevNew Participant
asked in Contacts & Companies

Same custom attribute on people and companies

In our intercom test environment we have the same custom attribute “x” on both people and companies to allow us to segment our customers/companies. When i try to create the same in our production env i am able to create the attribute in people, but when i try to create it also for companies i get an error “you can not create the atrribute “x” on companies since this already exists in people? 

3
Daniel M15
5 months ago
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User1437New Participant
asked in Contacts & Companies

How to best separate our customers from end users in our b2b saas application. (type of contacts?)

To explain first. we have a B2B Saas application. Where our customers are companies that use our tool to publish content to the outside world. In order to get a good insight in potential issues we like to serve both our own customers (the companies) But also help the end-consumer with questions about buying something through our platform. So those are actually customers of our customers. How can I best differentiate these users from our actual customers? or maybe even connect those users to our customers. It seemed i don't have access to the user type attribute on a contact.

1
Racheal
7 months ago
S
Suzanne NNew Participant
asked in Contacts & Companies

Is there a way to handle a user that is the account owner of two or more companies?

Is there a way to handle a user that is the account owner of two or more companies?

1
Oseas
7 months ago
C
Christopher DNew Participant
asked in Contacts & Companies

Can you post multiple records into companies with a single rest request using an array?

This would be an example of the json for it. [ { "name": "test1", "company_id": "12312"}, { "name": "test2", "company_id": "12313"} ]

1
Joseph S.
7 months ago
S
Shivam ANew Participant
asked in Contacts & Companies

I've paid for the Intercom subscription, but the membership hasn't renewed this month. It's been 2 days. My Live Chat support system at m.aisensy.com has completely collapsed. The Intercom team hasn't responded to my query. What's the solution?

I've paid for the Intercom subscription, but the membership hasn't renewed this month. It's been 2 days. My Live Chat support system at m.aisensy.com has completely collapsed. The Intercom team hasn't responded to my query. What's the solution?

1
Joseph S.
7 months ago
U
User1985New Participant
asked in Contacts & Companies

We create users and companies with the API, and link them via the API as well. However, they never show in any segments or searches until the user actually logs in and creates a web session.

Is there any way to force users and companies to be included in segments and lists before they have logged in? We want to mail people who sign up for our trials but never login.

1
Daniel M15
7 months ago
U
User73Connector
asked in Contacts & Companies

If a user is tied to multiple companies, and one of those has an SLA (and the other two do not), and we have an inbox rule to route SLA as high priority, how does Intercom review the companies tied to the one user and ensure they are routed properly?

For example, if a designer is working for three of our customers and therefore is tied to three companies in Intercom, and one of those is an enterprise customer with an SLA, we would want to treat the designer as part of the SLA. How would we ensure the routing works? I can't see a way to create inbox rules stipulating that Intercom needs to review all the companies tied to this person and ensure they route them to our VIP box if one of the three companies is considered VIP. Any help much appreciated!

1
U
8 months ago
D
Dmitry KNew Participant
asked in Contacts & Companies

How do I track that a user unsubscribed?

How to track that user unsubscribe (or blocked) mobile push for App through Intercom?

1
Racheal
8 months ago
D
Dillon CNew Participant
asked in Contacts & Companies

How can I create a newsletter from leads we've collected on our blog?

We want to do email capture on our blog, which I'm clear on how to do, but I'm not sure how to segment those leads (and ideally users) into a group to which we send a weekly or monthly newsletter. How is this currently modeled and are there any examples of someone doing this that I could refer to? The ideal outcome here is that we combine active users and leads collected on our blog into a segmented group so we can send a weekly newsletter.

1
Racheal
8 months ago
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