Referral Factory can automatically create a new contact in Intercom when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!
Step 1 (Optional): Create Custom Data Attributes in Intercom
→ Should you wish to store additional referral data related to your referred user, create the relevant data attributes inside Intercom. You could, for example, create data attributes to house information like:
{Referrer First Name}: The name of the person who referred them
{Referrer Email Address}: The email address of the person who referred them
{Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
{Referral Link}: The referral link automatically generated for the new user (useful if you will enroll newly referred leads into your referral program)
Step 2: Configure How Data Should Be Sent in Referral Factory
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
→ Scroll down until you see the option to configure settings for the Person Invited.
→ Select whether you want to create a Lead or a User in Intercom.
Step 3 (Optional): Set The Rules To Qualify A Successful Referral
If you would like to automatically qualify the Person Invited when they convert in Intercom, set the rules that will trigger the automatic qualification. If you choose to qualify users using a different method, simply leave this section blank.
Step 4: Map Your Fields
→ Map the data fields from Referral Factory to your Intercom data attributes using the dropdown select options. If a recently created Intercom attribute is unavailable for selection, click the refresh button.
❗️ For this function to work, you must map the fields {First Name} and {Email}.
Other fields are optional.
Step 5 (Optional): Define Your Default Fields
→ You also have the option to define any default data fields for when the Lead/User is created inside Intercom.
Step 6 (Optional): Attach Information About The Person Referring
→ You also have the option to attach information about the person who made the referral. Remember that you may need to create custom data attributes inside Intercom to house this data.
Step 7: Choose How To Handle Duplicates
→ Choose whether Referral Factory should update existing contacts. Please note that choosing to update existing contacts could override data inside Intercom.
→ Click Save or Next.
Step 8: Test Whether Your Integration Is Working
Once you have setup your integration, here are some steps you can follow to make sure your integration is working correctly.
Step 1: Sign Up As The Person Referring
→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step.
→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Intercom. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].
Once you have your referral link you can either use one of the share icons to share your referral link or click "Copy Link" and open your referral link in a different browser
Step 2: Sign Up As The Person Invited
→ Once you have opened the referral link generated for the Person Referring, enter your details and sign up as the Person Invited.
→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Intercom. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].
Step 3: Check For New Users in Referral Factory
→ Check that the Person Invited is created in the Users tab inside Referral Factory.
Step 4: Check For The Person Invited in Intercom
→ Check that the Lead/ User for the Person Invited is created in Intercom with all the data you have chosen to map across. Note that it can take up to 30 minutes for the data to pass from Referral Factory to Intercom. Be sure to check the correct module (Leads/Users).
Step 5: Test Your Qualification Trigger
→ Update the data attribute of the Person Invited inside Intercom as per the settings you configured.
→ Return to Referral Factory to check the status of the contact you just converted in the Users tab. Note that it can take up to 30 minutes for the data to pass from Intercom to Referral Factory.
