How do I trigger a survey when someone clicks something in-platform? (Web)

  • 4 March 2024
  • 1 reply

I saw a question similar to this but for mobile. I am working on in-platform web surveys when a user clicks on something or triggers an event. However, I am not sure if it’s my configuration or access type, but I am unable to see an option to set it up that it happens when a user triggers an in-platform event.

Also, I could be going about this set up wrong. Would something like this be in proactive support or set up as a workflow?



Best answer by mateusz.leszkiewicz 5 March 2024, 16:05

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Userlevel 3
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Hi Stephanie,

First off, you’ll need to send an event to the intercom using our API to use it as a trigger.

You can refer to this guide on how to send events to Intercom.

And this article will help you set up event-based messaging.

Please let me know if that was the answer you were looking for 😎