Best practice for collecting user phone and email (for non-marketing emergency contact) via intercom popup form & pass submissions to Klaviyo.

Question

Looking for some pro tips, any suggestions are welcome :)Background: We need to collect emergency (non-marketing) email and phone contact information for the store admin. Typically they share their helpdesk which isn't great if we need to make a quick connection. The desired outcome: Have this contact information stored in Intercom & Klaviyo in case we need it.Potential solution: Insert Klaviyo form using the Outbound>Chat editor "insert code". Show Chat to merchants & have them add the info. Then connect the data from submissions back to intercom from Klaviyo as new custom data attributes.

Aparna · Accepted Answer

Hey @user393​ ! You can create a custom attribute called emergency_email and emergency_number and collect the same when the users sign up for your product.Hereis an article on that. You can collect the details using a task bot or through a custom bot within Intercom. But I'm not sure how you collect data using the Klaviyo form. It seems like you can integrate Klaviyo <>Intercom with Zapier https://zapier.com/apps/intercom/integrations/klaviyobut to be transparent since it is a third-party app we do not have much knowledge on this. The best place would be to check with the Klaviyo support team.

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