Set up auto message to users haven't KYC'ed yet

Question

How can I set up an auto message to a user who hasn't KYC'ed on my platform yet?

Nathan Sudds · Accepted Answer

@anoooAre you tracking any custom attributes or events yet with Intercom? If you are, then you could setup some rules to trigger the message/reminder to follow through with the KYC/Onboarding etc.How do you currently track if the KYC is completed? If you have the Intercom code already installed on your site then you could add an attribute to track or you can use something like Zapier or Make to pass that data to Intercom when it happens via whatever method you are using i.e. Typeform, custom api webhook, etc.More info on targeting or triggering based on events and rules etc.Hope this helps

anooo · Answer

Thanks for the help, Nathan.So does it mean we are able to identify a non KYC user when they contact us through intercom? Then we can set up rules to trigger auto-message.Is this something need tech effort?

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