Skip to main content
Answered

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

  • January 10, 2022
  • 1 reply
  • 138 views

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.

Best answer by Aparna

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. Here is 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.

View original
Did this topic help you find an answer to your question?

1 reply

  • Employee
  • 328 replies
  • Answer
  • January 13, 2022

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. Here is 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.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings