Intercom

Overview

Connect Feathery to Intercom to automatically create or update Intercom leads and users when your form is submitted. You may set up multiple Intercom actions at once.

What you need

Background

Intercom is a customer messaging platform that helps businesses communicate with their customers through various channels, including chat, email, and social media. Founded in 2011, Intercom aims to facilitate personalized and real-time communication between businesses and their customers, leading to better customer engagement, support, and retention. Intercom offers a suite of products and features designed to meet the needs of sales, marketing, and support teams.

Key Features of Intercom:

  1. Live Chat: Intercom provides a live chat feature that enables businesses to engage with website visitors and customers in real-time. Users can initiate conversations, answer questions, and provide assistance directly within the chat interface.
  2. Automated Messages: Intercom offers tools for creating and sending automated messages to customers based on predefined triggers or events, such as website visits, user actions, or time-based conditions. These messages can be personalized and targeted to specific segments or individuals.
  3. Email Campaigns: Intercom includes features for creating and sending email campaigns to customers, allowing businesses to send newsletters, product announcements, and promotional offers. Users can track email opens, clicks, and conversions to measure campaign effectiveness.
  4. In-App Messages: Intercom enables businesses to send targeted messages and notifications to users within their web or mobile apps. These in-app messages can be used to onboard new users, announce new features, or gather feedback.
  5. Customer Segmentation: Intercom provides tools for segmenting customers based on their behavior, demographics, or interaction history. Users can create custom segments to target specific groups of customers with relevant messages and offers.
  6. Customer Support: Intercom offers support ticketing and helpdesk features, allowing businesses to manage customer inquiries, issues, and requests within a centralized platform. Support agents can track conversations, collaborate internally, and provide timely responses to customers.
  7. Knowledge Base: Intercom includes a knowledge base feature for creating and publishing self-service help articles, FAQs, and documentation. Customers can access the knowledge base to find answers to common questions and troubleshoot issues on their own.
  8. Integration Ecosystem: Intercom integrates with a wide range of third-party tools and services, including CRM systems, e-commerce platforms, analytics tools, and customer support software. This allows businesses to connect Intercom with their existing workflows and systems.
  9. Analytics and Reporting: Intercom provides analytics and reporting tools to track customer engagement, monitor conversation metrics, and measure the impact of messaging campaigns. Users can gain insights into customer behavior and identify opportunities for improvement.

Common Use Cases for Intercom:

  • Customer Engagement: Businesses use Intercom to engage with customers across various channels, including websites, apps, and social media, to provide support, gather feedback, and drive conversions.
  • Sales and Marketing: Intercom is used for sales and marketing purposes, such as lead generation, lead nurturing, and customer acquisition, by sending targeted messages and offers to prospects and leads.
  • Customer Support: Intercom serves as a helpdesk and support platform for managing customer inquiries, tickets, and issues, enabling support teams to provide efficient and personalized assistance to customers.
  • User Onboarding: Intercom helps businesses onboard new users and customers by sending welcome messages, guiding them through the product or service, and addressing any questions or concerns they may have.
  • Feedback Collection: Intercom is used to collect feedback from customers through surveys, polls, and feedback forms, allowing businesses to gather insights and improve their products, services, and customer experience.

Overall, Intercom is a comprehensive customer messaging platform that enables businesses to communicate with their customers effectively across multiple channels, driving engagement, satisfaction, and loyalty. Its features for live chat, automated messaging, customer support, and analytics make it a valuable tool for businesses looking to build meaningful relationships with their customers.

How to set up

Navigate to the Feathery form that you want to connect to Intercom. Click on the Integrations tab.

Open the Intercom Embedded or Intercom integration. Intercom Embedded is for adding your chatbot, and Intercom is for creating leads and users. Choose the Feathery form event to trigger the Intercom action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)

Authorize and connect your Intercom account.

Choose whether you want to create or update Intercom leads or users, and map your Feathery fields to record properties you want to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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