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Question

Is it possible to collect emails using Custom Bots?


Anyone using Custom Bots for Referral program? I am looking for an example, to create a simple refer a friend program in Intercom Custom Bot - collect e-mails and create automation to send this e-mail to our CSM team. Do you have any examples of it?

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3 replies

Eric Fitz
Employee
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  • Employee
  • 1630 replies
  • October 27, 2021

Hey @roy s11​, you're very knowledgeable about Custom Bots, do you think you might be able to help @dario r​ here?


  • New Participant
  • 1 reply
  • March 10, 2022

Any updates? , we really do need this


Shauna
Intercom Team
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  • Intercom Team
  • 159 replies
  • September 23, 2022

Hey @dario r​ 👋🏼

 

In regards to 'collecting emails' as part of a referral program - you can't use 'Custom Bots' with the generic 'email' attribute because this will associate that email with that user/lead.

 

You could create a custom attribute called 'referred email' as an example that you could use to collect emails but again, this custom attribute can only have 1 value added - so if customers wanted to refer 2 or 3 times that attribute would just be replaced by the newest entry.

 

The best way would be to use a third party app for a 'form' and use this within a Custom Bot - this way the customer can come back and fill it out a few different times with different emails and they won't be lost or replaced.

 

I've checked our App store here for 'Forms' apps 👇🏼

https://www.intercom.com/app-store/?search=forms/p>

 

I hope this makes sense! Of course, reach out anytime for further clarification ✨


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