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Contacts & Companies

Track your customers in the Intercom platform for better relationships

  • 178 Topics
  • 522 Replies
178 Topics
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User1062New Participant
asked in Contacts & Companies
Is there a way to list archived contacts?

We're syncing our customer's Intercom contacts to our system, and when they archive their contacts we want to know which contact we need to update on our system. Is this possible? Edit April 30After some testing. I think it's the other way around. If customers archive their user user.deleted event will be called. But again, if they archive more than 1 user (I tested archiving 2 users), the webhook event will never arrive. Also, if I permanently delete user data, no webhook will ever deliver. Then my question would change to is there a way to know a user has been deleted on Intercom or know if multiple users have been archived?

4200
Daniel M15
Employee
2 years ago
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Ben S12New Participant
asked in Contacts & Companies
How to automatically tag or segment users based on their email domain?

We want to automatically group all users that contact us from a specific domain, e.g. @google.com I'm not sure what best practice is, where this is Tags, Segments or other? This will also be used in our Salesforce integration to sync a field across

2320
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Employee
2 years ago
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JessiNew Participant
asked in Contacts & Companies
How to disable user sync after registration?

Hello everyone, Currently my website is using wordpress and has installed the intercom plugin, the registered users are synchronized to the intercom and I am worried because the costs are increasing every month. I want to disable user sync when registering and only want to sync with a certain group "Customer" instead of "user" Customer means a customer who has made a purchase on the website. user is a user who just signed up for an account and hasn't purchased anything. Can I do it? Thank you.

531
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Employee
2 years ago
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User852New Participant
asked in Contacts & Companies
I need to undo the changes made by an specific people import, how can I?

Someone made an import that created wrong and fake users (User ID wrong for the user email) so I need to undo it but can't find a way to.

1630
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Employee
2 years ago
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Jamie M11New Participant
asked in Contacts & Companies
Is it possible to create a rule (or audience segment) based on a parameter and a timeframe for that parameter changing? (Almost like creating a new event)

Is it possible to create a rule (or audience segment) based on a parameter and a timeframe for that parameter changing? (Almost like creating a new event)

260
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Employee
2 years ago
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Christine HNew Participant
asked in Contacts & Companies
Can I return all users seen between two dates?

I want to filter for all users seen between two dates. "Last seen" does not work as the users will not be included if they were seen after the closing date in the query

230
Eric Fitz
Employee
2 years ago
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kiranNew Participant
asked in Contacts & Companies
Can I get notified when a flag changes on a contact?

HI folks,I would like to know how can we get notified via email when a certain flag on Contact changes. A contact has Deactivated his account. We want to receive an email who has deactivated to an Email address that we provide. can you please let me know if I can use Series. I tried to use series but in the entry rules it is setting the audience or recipients to that flag with a value in it. Can someone please help regarding the same.

110
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Employee
2 years ago
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Mohamed (New Participant
asked in Contacts & Companies
Remove Intercom access from users having the same filters.

Hello,I am trying to remove intercom access from several users with the same filter. Is it enough if I archive them ? Can I unarchive them later or is this an irreversible action ? Thank you for your help !

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Eric Fitz
Employee
2 years ago
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Michael G14New Participant
asked in Contacts & Companies
How do i re-order the listing of attributes for a customer in the "Details" panel?

We can choose which attributes are shown (or hidden) but how can we re-order the list? For example, we might want the first 3 items to be:  phoneconnection countjob title but display a lot more than this below. At the moment we need to scroll to find these higher value fields in a longer list. We'd rather see them at the top.  

2290
M
2 years ago
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User2196New Participant
asked in Contacts & Companies
How do you trigger a one-time email for an imported email list??

I uploaded a list of 30 users who accounts were lost in an outage - have imported the list, but just can't figure out how to trigger an email send. Each rule returns a 'zero' count. Can't tell if its going to send to all, some, any... Any ideas?

180
U
2 years ago
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User2225New Participant
asked in Contacts & Companies
How do I convert leads to users in the 2.x APIs?

Hi 👋 We're using the Intercom REST API 1.3 to track leads and their conversion to users. This integration has been in place for a few years. This week I've been extending this integration to add access to the articles, which was only introduced in API v2.1. My problem is that when I tried v2.1, I found that this API version doesn't have a way of converting leads to users. Is that at all possible with v2.1 or above? Ideally I'd like to keep our integration on 1 version if possible, likely the latest version, assuming API versions will eventually be dropped

1010
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Employee
2 years ago
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CarlottaNew Participant
asked in Contacts & Companies
How does Intercom attribute values for UTM parameters?

Attribution model of utm parameters. Hi, my company runs campaigns on several networks (Facebook, Google Ads and others) and uses the utm fields in Intercom for tracking and reporting purposes. We'd like to know how the attribution model works. Is the attribution model first click, last click, or something else? If I see a contact came from utm_source: Facebook, does it mean they registered after clicking on a Facebook ad? Or was the FB ad the first touchpoint and maybe they registered after clicking on a Google Search ad?Thanks a lot for your help!Best,Carlotta

5420
Eric Fitz
Employee
2 years ago
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Mark T11Active User
asked in Contacts & Companies
How does Intercom define a web session?

What criteria is used to trigger the goal "web sessions increased"? I can't find a definition anywhere in the help articles. Is there a certain number or proportion of visits that cause a user to achieve this goal?

7500
M
2 years ago
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Pete B12New Participant
asked in Contacts & Companies
How can I send Typeform results back to Intercom as custom attributes?

What would be the best way to pipe Typeform results back into customer data attributes? I would like to leverage Intercom to show a Typeform in-app that helps with segmentation but then pipe the results back into Intercom.

430
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Employee
2 years ago
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PoldiNew Participant
asked in Contacts & Companies
Does anyone use Intercom within Customer Care also as a CRM-system?

We currently use Intercom for incoming messages via the chat, answering incoming emails and for sending outbound communication. Currently we are searching for a CRM-system for Customer Care. We want to track calls (not handled via Intercom), specific information to the customer, personal meetings with the customer. Has anyone experience with these topics? Thanks!

430
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2 years ago
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User2149Active User
asked in Contacts & Companies
When a LEAD is merged into an existing USER profile, does it automatically move the people tag from the LEAD to the USER?

I want to send out an automated email to a USER based on a people tag that was initially added the LEAD. The email is built up so it would only trigger once the people tag (that has been added to the lead) is being added to an existing USER profile.

160
Eric Fitz
Employee
3 years ago
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Louis HNew Participant
asked in Contacts & Companies
What is the best way to find an experienced Intercom developer? Project information is in the question details.

High volume, growing, and multifaceted telehealth provider requires customization and programming for its Intercom messaging/bot application. Patients call and email us daily with administrative, scheduling, and clinical questions.  It is possible to automate this workflow, improve our responsiveness and deliver a great experience to patients who require immediate assistance, especially since most of the responses to patients' questions have quick answers. We selected the Intercom platform as our first level of patient-facing interaction and have a draft design for our workflow-specific Intercom application.   We seek a knowledgeable and creative Intercom developer who can program and customize our Intercom platform to meet our patient experience objectives.

180
Milan
Expert User ✨
3 years ago
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Lucas D12New Participant
asked in Contacts & Companies
Why are several users with the same email address being created?

Hello everyone! I have a quick question regarding users. I need one email to count as one user.I'm seeing in my contacts' section that the same email address is appearing many times as individual lines. I'm adding an example of a member of our team as a screenshot. What I would expect here would be for all of this info to be in one and only line. I don't understand why the same email is not grouped.I tried giving a name and a company to one of them, hoping that it would group the rest, but nothing happened.  Any ideas?

3870
Milan
Expert User ✨
3 years ago
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PacemakerNew Participant
asked in Contacts & Companies
How do I change the name of a segment?

How do I change the name of a segment without changing any of the filters?

2770
S
3 years ago
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TriConnector
asked in Contacts & Companies
All leads dissappeared in our Contact

Most of the leads (except 5 or 6) have suddenly disappeared from our Contact. I've checked and none of our teams has done anything to result in this. This morning we had ~1200 leads but now there are only 7. Has someone encountered this problem before? This is very concerning.  

260
Eric Fitz
Employee
3 years ago
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James C13New Participant
asked in Contacts & Companies
Is it possible to restrict certain teammates from viewing certain leads?

Is it possible to restrict certain teammates from viewing certain leads?

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Eric Fitz
Employee
3 years ago
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MktActive User
asked in Contacts & Companies
OS is unknown

Hello! I'm wondering why 60% of our users have unknown in the operating system intercom property. Any idea why this happens? Thanks!

600
M
3 years ago
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User165New Participant
asked in Contacts & Companies
Is there a way to sync automated emails sent to users from our backend?

Right now we use Intercom for all our communications with users, but we send some automated emails from our backend to them too. The problem we have with this is that we rely on the last contacted field for our segments, and our automated emails from the backend are not included in this field as it only takes the communications done through Intercom. Is there a way to sync these emails from the backend to Intercom so we can also include them in the last contacted field? Also, would be great to have these communications in the user's profile in Intercom so we can track all the conversations. Any idea/suggestion on how to solve this? Thanks!!

210
Eric Fitz
Employee
3 years ago
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Tech L11New Participant
asked in Contacts & Companies
Connect company to Stripe

Our "users" are "people" with individual contact details (emails, names), but our subscriptions are associated with a company. So, one subscription may have several users. And, those users can be associated with multiple subscriptions!The simple way to handle this seems to be to associate the stripe subscription with a company rather than a "person". We could develop this on our end via the API and some custom properties, I guess? Any thoughts ?

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R
Top Expert ✨
3 years ago
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Andy L11New Participant
asked in Contacts & Companies
What's the best way to show currency values in a custom attribute?

We have custom data attributes with Decimal format, to hold currency dollar values. When I add them to outgoing messages, they don't get currency formatted.e.g. field value is 6252.0 - but it should display in the email as $6,252.00. How to do this?

990
R
Top Expert ✨
3 years ago
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