Skip to main content
Answered

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. 

Best answer by Racheal

Hey @Weston McBride Racheal from the support engineer team here👋 

 

Yes, this is definitely possible! From your notification preferences, you can select to receive a daily list of new signups for either new users or new companies: 

 

Our new companies daily summary includes:

  • Companies signed up yesterday.

  • Users signed up yesterday.

  • Companies slipping away.

and our new users daily summary includes:

  • New and interesting users.

  • Yesterday's sign-ups.

  • Anniversaries.

  • Slipping away.

You can read more on this here!

View original
Did this topic help you find an answer to your question?

2 replies

Racheal
Intercom Team
Forum|alt.badge.img+5
  • Customer Support Engineer
  • 512 replies
  • Answer
  • May 8, 2023

Hey @Weston McBride Racheal from the support engineer team here👋 

 

Yes, this is definitely possible! From your notification preferences, you can select to receive a daily list of new signups for either new users or new companies: 

 

Our new companies daily summary includes:

  • Companies signed up yesterday.

  • Users signed up yesterday.

  • Companies slipping away.

and our new users daily summary includes:

  • New and interesting users.

  • Yesterday's sign-ups.

  • Anniversaries.

  • Slipping away.

You can read more on this here!


Hey Racheal, thanks for the reply. Can I customize this at all? What I’d prefer is a weekly email with custom slipping away criteria (a longer time window and additional criteria vs the default). Thanks!


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings