Intercom

Update Intercom contacts with their unique share link and referrer information.

Note: The Intercom integration is only available to users on a GrowSurf paid plan.

Sync with Intercom

Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to Intercom button.

IMPORTANT: Because the GrowSurf data sync to Intercom only occurs after you have connected with the integration, it is imperative to connect with the integration BEFORE importing participants. Click here to see remedy options if you have already imported participants into your campaign but would like to sync their GrowSurf data to Intercom.

Step 2: Log in to Intercom

Step 3: Once connected, choose an Intercom Tag that you want to automatically sync to. GrowSurf will update/add Intercom contacts with their unique share link and referrer information every time a new participant is added or referred to your referral campaign.

Examples

View our Intercom tutorials to see different kinds of examples that you can copy/paste into your email templates.

Contact Attributes

GrowSurf will automatically create these new contact attributes for your Intercom contacts.

Contact Attributes

Tag

Type

Description

Example

growsurf_share_url

{{ custom_data.growsurf_share_url }}

TEXT

The participant's unique referral link

https://growsurf.com?grsf=absc123

growsurf_participant_id

{{ custom_data.growsurf_participant_id }}

TEXT

The participant's unique GrowSurf ID

abc123

growsurf_referral_status

{{ custom_data.growsurf_referral_status }}

TEXT

The referral status of the participant*

CREDIT_PENDING

growsurf_participant_first_name

{{ custom_data.growsurf_participant_first_name }}

TEXT

The participant's first name

Bob

growsurf_participant_last_name

{{ custom_data.growsurf_participant_last_name }}

TEXT

The participant's last name

Loblaw

growsurf_referrer_first_name

{{ custom_data.growsurf_referrer_first_name }}

TEXT

The first name of the participant's referrer (if applicable)

Gavin

growsurf_referrer_last_name

{{ custom_data.growsurf_referrer_last_name }}

TEXT

The last name of the participant's referrer (if applicable)

Belson

growsurf_referrer_email

{{ custom_data.growsurf_referrer_email }}

TEXT

The email address of the participant's referrer (if applicable)

gavin.belson@hoolie.io

growsurf_total_referral_count

{{ custom_data.growsurf_total_referral_count }}

NUMBER

The participant's all-time referral count

0

growsurf_monthly_referral_count

{{ custom_data.growsurf_monthly_referral_count }}

NUMBER

The participant's current month referral count

19

growsurf_prev_monthly_referral_count

{{ custom_data.growsurf_prev_monthly_referral_count }}

NUMBER

The participant's previous month referral count

200

growsurf_next_milestone

{{ custom_data.growsurf_next_milestone }}

TEXT

The text for the next/upcoming milestone reward (only applies to milestone rewards. See example here)

You are only 2 referrals away from winning a free t-shirt!

growsurf_next_monthly_milestone

{{ custom_data.grsf_next_monthly_milestone }}

TEXT

The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. See example here)

You are only 2 referrals away from winning a free t-shirt!

growsurf_total_invite_count

{{ custom_data.grsf_total_invite_count }}

NUMBER

The participant's all-time invite count

112

growsurf_total_impression_count

{{ custom_data.grsf_total_impression_count }}

NUMBER

The participant's all-time impression count

150

*growsurf_referral_status can be the following: CREDIT_PENDING (This participant must still trigger a referral for their referrer to receive referral credit), CREDIT_AWARDED (This participant triggered a referral and their referrer received referral credit), CREDIT_EXPIRED (This participant did not trigger the referral credit within the referral credit expiration window so their referrer did not receive referral credit).

You can use these attributes in your Intercom email templates. Whether you launch a new marketing campaign or have an automated Intercom campaign going on, make sure to always include {{ custom_data.growsurf_share_url }}in your emails to provoke your people to make referrals!

​Learn more about Intercom emails here.​

Troubleshooting Tips

  • If the new participant isn't being added to Intercom or if they are being added but their unique referral link isn't being synced to Intercom:

    • Activity logs on your GrowSurf participant's detail page will denote if they were added to Intercom (In the case of failure, GrowSurf will re-attempt to add them for 7 days).

  • If you cannot see the GrowSurf participant's custom attributes within Intercom:

    • To see custom attributes within your Intercom contact details you must first add them within your Intercom Qualification Settings. Click the blue "Add Data" button at the bottom within these settings and add the GrowSurf attributes you wish to see. Once added, navigate back to the GrowSurf participant's contact record within Intercom. The GrowSurf attributes you added should now be displayed.

  • If the GrowSurf participant's referral count attributes are not being updated within Intercom:

    • Intercom can take up to several minutes to display the updated GrowSurf participant data within their UI. If data is not immediately available, please refresh the Intercom contact you are viewing. Once refreshed, you should see the updated GrowSurf participant data within Intercom after one to two minutes.

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