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Messages & Series

Send perfect messages and targeted campaigns with Intercom's outbound features

  • 715 Topics
  • 1,719 Replies
713 Topics
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Joe D12Active User
asked in Messages & Series
I've recreated a Campaign afresh in Series, rather than duplicating it, and now I want to put the Series live and stop people entering the old campaign. How do I do this?

As unlike when you duplicate the Campaign into Series, you are not given the option to stop people from entering the old Campaign as it does not automatically recognise that the Series is a like-for-like. Would you add a 'signed up before' date to the old Campaign and a 'Signed up after' date to the new campaign to do this perhaps? Any help greatly appreciated.

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Anthony ANew Participant
asked in Messages & Series
Issues migrating a campaign to Series

Hello ! I am migrating my Campaigns to Series and I have some issues : 1) Why can't I use Segments as Series' and Emails' Goals anymore ?2) Why can't I select "Event is increased" anymore in the Exit Rule of a Serie ?3) When is the starting point of "Match within X days" when we talk about Series Goal ? The entry in Serie ? The exit ? Or the last email ?4) How bad is to link two entry rules one after the other ? Thanks for your insights

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Eric Fitz
Employee
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Mark T11Active User
asked in Messages & Series
How can I send an email only to users who have visited a certain page on my site recently?

I want to send an email only to users who have visited a certain URL on our site in the past 7 days, but can't find any way to create such a group in either email rules or User filters. There is no Page Visited option as there is for some other messages. Am I missing a way to do this?

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Jessica W11Active User
asked in Messages & Series
Collecting free text through a banner

Hi all! Is there any way currently to ask a question in a banner and have a user answer with a free text field?

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Roy
Top Expert ✨
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Cris M11Connector
asked in Messages & Series
When I copy a campaign to series, it comes up empty!

Hi there, When I open one of my campaigns to "copy to series", I wait for it to load in the series feature, refresh the page and it it comes up with no blocks whatsoever.I've managed to do this for other campaigns, in fact the other campaigns it worked for were the same as this one, just in another language. Any ideas on what could be causing this? Thanks in advance!Cris

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Maisie MNew Participant
asked in Messages & Series
Should an entry rule apply to the entire series?

If you set an entry rule, I'm finding this only applies to the first email/chat/post scheduled immediately after that rule. To have rules apply to each message, I have to create a new rule before each one. Is this correct, or should the entry rule apply to all messages in the series?

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Innovator ✨
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Garrett MNew Participant
asked in Messages & Series
How can you remove the white space between images in an email?

I need to have images display right up next to each other, as you can see in the example screenshot below:   It needs to look like this:  How can I accomplish this?

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Roy
Top Expert ✨
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LiborActive User
asked in Messages & Series
I have a list of 176 users (IDs) that should receive a specific info email. Is there a way to insert the list to rules without adding rule one by one? Especially when there is a limit of 100 rules? Do I have to send two separated emails?

I have a list of 176 users (IDs) that should receive a specific info email. Is there a way to insert the list to rules without adding rule one by one? Especially when there is a limit of 100 rules? Do I have to send two separated emails?

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Cris M11Connector
asked in Messages & Series
One unique series for multiple languages or one series per language?

Hey!We're creating a new new-user-onboarding campaign under the Series functionality and I was wondering: is it better to have one series per language, or to have different disconnected threads under one unique series for each language? I've currently set it up the second way - see screenshot below:  Thanks for any ideas you may have!Cris

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Mark T11Active User
asked in Messages & Series
Will my message goal "Page URL visited is..." trigger if my message fires on that URL?

If I set a goal for a message such as "Page URL visited is..." and the tour takes place on that page, does that tour visit get counted as fulfilling the goal? Or does the goal only trigger on the next time the user visits that page?

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User407Connector
asked in Messages & Series
Is multi-part delivery possible with intercom's e-mail function?

Is multi-part delivery possible with intercom's e-mail function?

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Eric Fitz
Employee
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ArikNew Participant
asked in Messages & Series
How to set automatic post based on triggers

Im trying to set a trigger post to all my users. the scenario is this:Every time a user is downloading a video I want the post to be activate but I want it to happen only once per session.We have an attribute "videoEngagement" that counts all users downloads... but I didn't figure it up how to add triggers to that attribute when is occurs and not to give it a specific value

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Eric Fitz
Employee
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User883New Participant
asked in Messages & Series
Can a user re-enter a path in a Series?

Can a user re-enter a path in a series if they match that criteria? I'm trying to send a message if users haven't been seen in over 6 months and I want that to be recurring.

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Roy
Top Expert ✨
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PaddyConnector
asked in Messages & Series
Event driven series - how to trigger a series/carousel at the time an event occurs

I am looking to build a Series that triggers a mobile carousel whenever a user presses a button in our app (regardless of whether they have completed the carousel before or not) The flow would look like this: User clicks on partner link in-app (event below recorded) > Open up mobile carousel (an explainer saying who the partner is, benefits, what happens next) > link to third-party partner website  However, all of the rules for Series seem to be based off: Count, first occurred, last occurred and therefore can't initiate this when the button is clicked  Is this an error in recording of my events or is there a solution to trigger series when the button is pressed?  Thanks!

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Marcos S12New Participant
asked in Messages & Series
I need to looping through a custom attribute that receives an JSON Object. Does intercom use any template language as liquid?

I need to looping through a custom attribute that receives an JSON Object. Does intercom use any template language as liquid?

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Eric Fitz
Employee
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Jazmin JConnector
asked in Messages & Series
How can I send my newsletter from a specific address without inviting another teammate?

We use the intercom email to manage our Inbox. However, we are wondering how can we send the newsletter, from a specific email address, without changing all the workspace settings? TO manage our inbox, we use the intercom email extension. However, we want to use a specific email for newsletters. We can´t find the option, without changing the settings for all team. Of course, we want this specific email with photo. We are trying to avoid the Promotion tab in gmail. Thanks!!!!

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Roy
Top Expert ✨
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Jessica W11Active User
asked in Messages & Series
How do we ensure messages in Series only send between certain hours?

Hi there, Our main Series journey is triggered by the certain amount of days a user is away from a certain date. It's a mixture of emails/chat sending when x amount of days away is hit, as well as this also triggering tags being added which (using Zapier) then triggers an SMS using Twilio. We've had instances of users receiving messages at 12/1am at night. How do I set a rule to make sure a user only receives a message from us between certain hours? I can see you can schedule individual messages, but I can't see how to do this for a Series as a whole.

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EileenActive User
asked in Messages & Series
I want to automatically tag a user when they click a button in an outbound email.

Is there a way to do this? For example, I'd like to send an email out to a certain segment of users prompting them to join our beta testing group.  There would be a button in that email that says "Join Beta". When they click that, I'd like that user to be automatically tagged in Intercom so I can create a People segment for them. I feel like there's probably a way to do this, but it isn't obvious to me right now. Any ideas?

2130
Kevin Bendixen
Top Expert ✨
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SushanaInnovator
asked in Messages & Series
In a Series, how do we find out who the users are that matched a certain rule?

The count is visible but can we drill down to identify who they are? My Series about re-engagement is complex with multiple messages spaced out over time and I'd love to be able to evaluate who the users are that matched the (re-login) rule that's tailing each message.

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Eric Fitz
Employee
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Tom RNew Participant
asked in Messages & Series
i would like to send a set of messages to users who join from a specific campaign

Hi I am looking to send a series of messages (outbound) messages to users who join from specific campaign/link/location. How can I do this?

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Kevin Bendixen
Top Expert ✨
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YakirNew Participant
asked in Messages & Series
Collaboration with other team members on Series

Hey all,Just o raise a suggestion I have - we're struggling on how to share and collaborate with other team members on series.I think it could be nice to add comments and notes there so it will be easy for us to manage all the communication around that and for other to understand the series flow. Would be happy to hear how you managed that today with your team? Thanks.Yakir

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Simon H11Connector
asked in Messages & Series
I want to be able to create dynamic content in emails based on user attributes

For example, when sending an email I want a particular section to change if user attribute is XYZ. eg. if user type is Parent then show this, if user type is Other show this, etc

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Roy
Top Expert ✨
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Emily WNew Participant
asked in Messages & Series
How do I re-engage my disengaged users? Do I duplicate the series and start over?

Help! I have been migrating several campaigns to series and noticed users are disengaging because I was confused by the time limit for matching rules. In campaigns, it seems there was a continuous attempt to match rules. However, in series, you have to specify the length of time. I have gone in and changed all to 90 days, but I am still very concerned about my disengaged users. I need to develop a plan to re-engage them and the best idea we've come up with is to pause current series, duplicate the series, confirm rules are accurate, and then re-send. I acknowledge this may lead to duplicate emails which I will notify our users about.  Any help would be greatly appreciated. So frustrated with myself!

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Roy
Top Expert ✨
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PamalaNew Participant
asked in Messages & Series
Can I change which teammate Outbound message replies are assigned to in bulk?

Employee A was assigned to receive all the responses from outbound messages. I'd now like to re-assign them all to Employee B. Is there a way to do this at bulk? Or do I have to go into every outbound message and change it?

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Roy
Top Expert ✨
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Simon H11Connector
asked in Messages & Series
Is there a way to use event meta data to create segments?

Either by exporting the data and reimporting, or some kind of API to a tool that can help? For example, I want to be able to segment for users that have a specific Event occurring on a specific page, and send them a post or email.  The URL is in the event meta data but from Intercom Help pages it doesn't appear there is a way to use this in Intercom to segment or trigger something to happen.

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Eric Fitz
Employee
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