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 |
|
| TEXT | The participant's unique referral link | https://growsurf.com?grsf=absc123 |
|
| TEXT | The participant's unique GrowSurf ID | abc123 |
|
| TEXT | The referral status of the participant* | CREDIT_PENDING |
|
| TEXT | The participant's first name | Bob |
|
| TEXT | The participant's last name | Loblaw |
|
| TEXT | The first name of the participant's referrer (if applicable) | Gavin |
|
| TEXT | The last name of the participant's referrer (if applicable) | Belson |
|
| TEXT | The email address of the participant's referrer (if applicable) | gavin.belson@hoolie.io |
|
| NUMBER | The participant's all-time referral count | 0 |
|
| NUMBER | The participant's current month referral count | 19 |
|
| NUMBER | The participant's previous month referral count | 200 |
|
| 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! |
|
| 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! |
|
| NUMBER | The participant's all-time invite count | 112 |
|
| 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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