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Getting started with Intercom

  • 12 Topics
  • 3 Replies
12 Topics
Femi
Employee
FemiEmployee
posted in Getting started with Intercom
How to create a Workflow that uses Custom Object data to retrieve data from a Custom Action.

Hey there 👋Femi here from the Technical Support Engineering  team! We get some questions about using Custom Actions with Custom Objects and Workflows, here’s how to do that. Let’s start by taking a look at what my custom API response to the /products endpoint of my test API looks like 👇 This is important as the request and response type will determine how you structure the Custom Action request.  Now that we know what the response looks like, let’s go ahead and set up our Custom Action. First, navigate to Settings and go to Apps & Integrations where you’ll find “Custom Actions”: This is where you'll set up all the different connections you have to external data (e.g. Shopify, Salesforce, etc.) depending on your use case. In this post, I’ll be making use of my custom online store that sells football boots.Click “Create action” to set up your first Custom Action: Give your Custom Action a clear description 👇  Configure the Request details: This is where you’ll need to enter the AP

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Maan Wardhan
Larissa
Employee
LarissaEmployee
posted in Getting started with Intercom
When should I use conversation tags and conversation attributes?

Hey, I’m Larissa, a Customer Support Specialist with Intercom. 👋We often get asked what is the difference between conversation tags and attributes. Whist they can easily be confused, they can be used in different ways.Conversation Tags are tags that are applied to individual responses in a conversation. Tags can be applied by teammates, bots, and/or rules. These tags are helpful to flag and categorize information. You can apply multiple tags to the same conversation and they can be completely different. Let’s say that on the same conversation a customer asked for a feature, complimented another one and was really happy with the support given. This conversation could have three tags: ‘feature request’, ‘positive feedback’ and ‘good interaction’.Conversation Data Attributes are more structured than tags. You define specific information that you would like retrieved from a conversation, like specific numbers, text, true/false responses, priority, etc., and then it becomes categorized to

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Noor Saleh
Employee
Brian Branca
Employee
Brian BrancaEmployee
posted in Getting started with Intercom
Trigger One Product Tour After Another

Hi, I’m Brian, a Customer Support Engineer in Chicago 👋A common question: “Is it possible to create two Product tours where the second tour shows immediately after the first one finishes?” The answer is yes! There are a few ways to achieve this.   Note: #2 and #3 will require the help of your dev team 1) Using SeriesPerhaps the simplest way to do this would be to create a Series which sends out the Tours. Then, you can configure it so when the User has completed the first Tour, the second one will be sent automatically.2) Utilize the Intercom(‘update’) methodAn alternative to using a Series would be to refresh the Intercom page after the first Tour is displayed. When you call the Intercom('update') method using some new user data, Intercom will look for new messages that should be shown to the user and will display the second Product Tour. 3) Use the Intercom(‘startTour’) methodAn alternative method would be to display the second tour when a button or a link is clicked on your s

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mateusz.leszkiewicz
Intercom Team
mateusz.leszkiewiczIntercom Team
posted in Getting started with Intercom
API - How to set up an Access Bearer Token A.K.A.: Find Workspace Access Token

To locate the access tokens for your workspace, go to the Developer Hub and then navigate to Your Apps.Here you'll find a list of all the apps you've built, including the workspace the app is installed on and the production workspace's access token. To find the access token, you'll need to locate the private app with the same name as your workspace's name. If this was migrated over during the update, it will have the phrase "Access Token App" at the end of its name.For example, my production workspace was called CSMappe and the access token would be this private app in my developer hub:  Once you've located this, you'll want to click on the app's name. This will take you to the app's basic information view, like this 👇​Next, you'll want to locate your access-token details by clicking the Authentication link in the navigation bar. Along with details regarding the scope of the token. (i.e. what data it can access and what it can do), you can also make updates to change the scope of your

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mateusz.leszkiewicz
Intercom Team
Jennifer K
Intercom Team
Jennifer KIntercom Team
posted in Getting started with Intercom
How to Create a New Workspace

Hi I’m Jennifer 👋I am part of the Support Team here at Intercom 👍We often see confusion between creating new Workspaces live in production, creating Test Workspaces and creating Developer Workspaces. There are 3 different types of Workspaces that can be created.Intercom Apps (instances) are called Workspaces, whereas Integrations are called Apps. We've made this change to avoid confusion for developers who are building apps on our Framework.   However, we have not renamed the "app_ID", as changing the name of that to "workspace_id"would have been a breaking change for integrations with Intercom across web apps and websites.To create a new Workspace, you can click on your avatar in the lower left-hand corner. You then hover over your current workspace's name and a pop-out should appear. At the bottom of the "Search for a workspace" pop-out, click "Add a new workspace..." 👍​If you are trying to create a Test Workspace, you should go to your general settings. You'll then be directed to

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Jennifer K
Intercom Team
Shauna
Intercom Team
ShaunaIntercom Team
posted in Getting started with Intercom
Why are users disengaging from my Series? How do I re-engage those users back into the Series?

Hey, I’m Shauna - Technical Support Specialist with Intercom 👋I’ve had a lot of interactions with customers who are querying why their users disengaged from the Series and how to re-engage them - so I’m here to help 🚀 To start out at the root of it - why are users disengaging from a Series? Disengaged Users are users who haven’t qualified for the next block in their path or users who haven’t come online to receive a message within the set timeframe.Note: If using the "try to match once" rule, a user will disengage as soon as they reach this block if they do not match the rules at that time. If users will need time to match the rule block, try using the "try to match for X days" rule. This rule means that users will stay at this block until they match the rules and then proceed down the path, or they will disengaged after 'X days' have passed.Some other examples where Users can disengage is in the case of an Email or SMS - the user could be:Unsubscribed from Emails or SMS On the Hard

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Shauna
Intercom Team
Jennifer K
Intercom Team
Jennifer KIntercom Team
posted in Getting started with Intercom
Guidance on how to set up different workflow triggers with rules and conditions and understand their prioritisation

When creating a Workflow, there are multiple Triggers to choose from and it's important to note that once you chose a Trigger and set the Workflow live, you cannot change the Trigger type.Each Trigger has a different purpose and there are 14 Triggers that can be used depending on if you are creating a Workflow for a Conversation or for a Ticket.This article goes into more detail on what each trigger does and their common use cases 📄- https://www.intercom.com/help/en/articles/7434613-introducing-triggers-for-workflowsYour Workflows always run in sequential order. Customers only experience the first customer facing Workflow they match which is why we recommend having different audience rules in your targeting if you have multiple Workflows with the same trigger as if you have the same audiences and same triggers, only the first Workflow will fire.You can read more on how to manage the order of your Workflows in this article below 👇https://www.intercom.com/help/en/articles/7857645-manag

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Jennifer K
Intercom Team
mateusz.leszkiewicz
Intercom Team
mateusz.leszkiewiczIntercom Team
posted in Getting started with Intercom
What to do when Product Tour is not firing? (Troubleshooting guide)

Your Product Tour may not be showing or sending for a number of reasons. I'll review a few, but let me know if this does not sound familiar to you. Intercom Messenger must be installed on the page the tour is built on. If Messenger isn’t installed on the page you built the tour on, the tour will not work. To make sure your Messenger is installed, you can check your Network tab in your Browser Developer Tools (Fn+F12) and put Ping in the search bar. If there are some logs, it means that Intercom is installed on your website. 👇     If a user matches for multiple tours at the same time through the “Show tour automatically” audience rules, we will only send the user the most recently updated tour by date. The audience rule might not be set up correctly in “Show tour automatically.”. For example, this could be set up for users rather than leads (you can click on the toggle there to change the audience). The page URL in the audience rules in “Show tour automatically” may be incorrect.

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mateusz.leszkiewicz
Intercom Team
Sarah H11
Employee
Sarah H11Custom Support Specialist 2
posted in Getting started with Intercom
Why does my Email audience count look less than I expect?

When creating a Proactive Email, we often get asked why the audience size is smaller than using the same filters in the Contacts page. Let’s break down the main reason this can happen!With email messages, we automatically exclude users that:Don't have an email Have unsubscribed from you Have marked your emails as spam Have bounced any emails you've sent to themIf you want a more accurate list of the users who would be in your email audience, you can see this in Contacts by using the same filters in your message and then additionally adding Email is unknown and Unsubscribed from Emails is false or Marked email as spam is false or Has hard bounced is false.  

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Sarah H11
Employee
Jacob Cox
Intercom Team
Jacob CoxSr. Technical Support Engineer
posted in Getting started with Intercom
Harness Webhooks in Your Series to Send Survey Responses to Slack

As a Customer Support Engineer, a common question I get from customers is, “Can I send Intercom Survey results to Slack?”The answer is a resounding “Yep”! In fact, it’s possible to do this within Intercom without having to write a single line of code. (Though a little knowledge about how APIs work never hurts 😀!) What you’ll need to do this: Slack’s API docs An Intercom Subscription that includes both Series w/Webhooks and our Surveys product. Create the Series Create a new Series in your workspace and set up your Audience rules to filter for your intended Survey audience. In my example, I want to send a Survey to all of my customers who have signed up for my product in the last 90 days. This Survey can send on any URL that my Intercom workspace is installed on. Create and Add your Survey I’m not going to go through all the steps of creating a Survey. If you want to learn how to set one up you can read about that here. That said, one important thing to remember to do when setting the

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Jacob Cox
Intercom Team
Brian Branca
Employee
Brian BrancaEmployee
posted in Getting started with Intercom
Add Product Tours to your Messenger Home

 Hi, I’m Brian, a Customer Support Engineer in Chicago 👋 Product tours are a great, interactive way to drive adoption of your product. Product Tours can be shown automatically, shared via a link, or triggered with an Intercom JavaScript method. But did you know it’s possible to add Product Tours to your Messenger Homepage using our Content Showcase app? It’s a great way to make sure that interactive and engaging information about your product is front and center and always a click away.The Content Showcase App allows you to drive engagement by featuring announcements, articles, and Product Tours on your Messenger home screen or in your conversations. Let’s walk through how to add Product Tours to your Messenger Homepage.First, copy the link to your Product Tour from the Show tour everywhere section of your Tour builder  Note: Adding a tour to Content Showcase doesn’t support dynamic URLs (add attributes to the URL). See below for a workaround!  Next, navigate to your messenger s

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Brian Branca
Employee
Andrew R12
Employee
Andrew R12Employee
posted in Getting started with Intercom
Fine Tuning The Customer Follow-up

Hi Support Leaders!I’m Andrew, a Customer Support Manager here at Intercom 👋When was the last time you or your team revisited how you follow-up with customers reaching out to your team? Following up on support requests can take up a lot of time and bandwidth for you and your team - however Intercom has a number of features you can leverage to automate this process & streamline it when a human touch is needed. This not only opens up your team’s bandwidth to focus on customers waiting to hear from you, but can also help reduce your team’s time to close metric for customer interactions. One of the first things I recommend to teams looking to streamline their follow-up workflows is to use Intercom’s Snooze feature. This is great because when your team sends a reply to a customer, they can ‘snooze’ the conversation for a set amount of time which doesn’t necessarily close the conversation but rather keeps it in an ‘open but not visible’ state in your team's inbox. This means that only t

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Andrew R12
Employee
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