Automate your referral program end-to-end through Referral Factory’s integration with Intercom. So you can grow your business without adding to your workload.
Are you looking for referral program software that works with Intercom?
Get your referral program up and running, and integrated with Intercom, in just a few days with Referral Factory.
If you already have a Referral Factory account, then keep reading to learn how to set up your Intercom integration 👇
In this guide👇
1. What You Can Do with Intercom and Referral Factory
2. How To Connect Your Intercom Integration
3. How To Configure Your Intercom Integration
3.1. How To Sync Intercom Contacts with Referral Factory (and Generate Their Referral Links)
3.4. How To Track Your Sale Value For Commission-Based Rewards
4. How To Uninstall your Intercom Integration from Referral Factory
1. What You Can Do With Intercom and Referral Factory
👉 Sync your Intercom contacts to generate their referral links.
👉 Send your new referred contacts straight into the Intercom workflows you already use.
👉 Automatically qualify the referred contacts that convert simply by updating a data attribute in Intercom
👉 Automatically issue rewards to the contacts who refer new business your way.
👉 Generate more high-quality leads 🚀
2. How To Connect Your Intercom Integration
What You Need
→ In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab and be sure that you're in the Integrations and Pixels section on the top navigation bar.
→ Click Connect under the Intercom logo.
→ A pop-up will appear. Review the permissions and then click Authorize access.
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→ Success!
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❗️Please note that you can only connect one Intercom account to Referral Factory at a time. You may be able to connect additional Intercom accounts via Zapier. Please consult this guide: 📖 Zapier And Referral Factory: A Full Guide 📖
3. How To Configure Your Intercom Integration
Once your Intercom account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).
❗️ If you want to sync multiple referral campaigns with Intercom, you will need to configure the integration for each campaign.
There are three main functions to configure to use your Intercom integration to its full potential:
👉 Sync all or some of your Intercom contacts with Referral Factory
👉 Send users from Referral Factory into Intercom
👉 Qualify successful referrals when a field changes in Intercom
💡 Want to know more about qualifying converted or successful referrals in general? Read this guide: 📖 How to Qualify Converted or Successful Referrals 📖
3.1. How To Sync Intercom Contacts with Referral Factory (and Generate Their Referral Links)
📌 This will generate referral links for all of your customers in Intercom, these customers will NOT be notified. After your sync is complete, the customers you sync’d will each have a referral link inside their customer record in Intercom.
Before you configure the sync between Referral Factory and Intercom, you will need to create a custom attribute in Intercom to store each contact's Referral Link. You may also want to create custom attributes to store each referrer's performance metrics, i.e. the number of people they have referred and the number of those referrals that have been successful.
You can learn more about creating custom fields in Intercom's knowledge base: 🔗 Create Custom Data Attributes 🔗
You can sync your Intercom contacts from three places in the Referral Factory dashboard:
👉 From the Users Tab.
→ Click Add Users.
→ Click Sync Your CRM Contacts.
👉 From the Campaigns tab.
→ Click Sync Your Contacts.
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👉 From the Promote section inside the campaign builder.
→ Click Generate referral links for your contacts by syncing them.
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→ You have the option to sync the following contacts between Referral Factory and Intercom:
- Only your Leads.
- Only your Users.
- All Contacts.
- Members of a specific Segment.
→ Select who you want to sync between Referral Factory and Intercom. If you want to sync members of a specific segment, choose the segment from the drop-down list.
→ Click Next.
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→ Map the property fields from Intercom to the relevant data fields in Referral Factory.
→ Click Next.
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→ Map the data from Referral Factory to the custom attributes you have created in Intercom. To surface each contact's referral link inside Intercom, you must map the field "Referral Link".
→ Click Next.
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💡 If your recently created Intercom data attributes aren't available for selection in Referral Factory, try refreshing the cache by clicking the refresh icon in the top left corner of your dashboard.
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→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing.
📌 You can toggle the ongoing sync on or off from the Promote section of the campaign builder.
→ Click Start Sync.
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→ Success!
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❗️Contacts that you sync will not be automatically notified or sent their referral link. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature. You can learn more about once-off emails here: 📖 How To Create A Once-Off Email 📖
3.2. How To Send Referred Users from Referral Factory to Intercom and Automatically Qualify Them By Updating a Data Attribute
Referral Factory can automatically create a new lead or user in Intercom when someone signs up using their friend's referral link AND track if a people data attribute of your choice changes in Intercom to automatically qualify them (i.e., mark them as a successful or converted referral), which, in turn, could trigger a reward to the person who referred them.
📌 If a Referral Factory user is already an Intercom lead/user, don’t worry! Referral Factory will check the user’s email address against your contact list and will only create new leads/users.
This function must be configured from inside the campaign builder.
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
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→ Scroll down until you see the option to configure settings for the Person Invited.
→ Select whether your new referred users should be sent to Intercom as Leads or Users.
→ Set the rules that will automatically qualify referrals who you consider converted or successful. You can qualify by a change to any people data attribute.
→ Select the data attribute that will change from the dropdown list.
→ Select what the data attribute's value should be when Referral Factory creates the contact inside Intercom.
→ Select the data attribute value(s) that mean the referral has been successful or converted; i.e., the value that should trigger a qualification in Referral Factory.
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📌 You can use both default and custom Intercom data attributes to trigger an automatic conversion. Data attribute formats that can be used include single-line text and lists.
→ Next, map the data fields from Referral Factory to Intercom using the dropdown select options. These options will pull directly from your Intercom account.
❗️ For this function to work, you must map the fields First Name and Email.
→ You may want to create additional data attributes in Intercom to store Referral Factory data such as "Campaign Name" and "Source".
→ You also have the option to define default fields for when the lead or user is created inside Intercom.
→ Finally, you 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.
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→ Click Save.
3.3. How To Send Direct Users (The Person Referring) to Intercom When They Sign Up For A Referral Link
If you have a use case for this function, Referral Factory can also create an Intercom lead or user when someone signs up for a referral link via the campaign join link as a direct user or a Person Referring.
📌 If a Referral Factory user is already an Intercom contact, don’t worry! Referral Factory will check the user’s email address against your contact list and will only create new leads/users.
This function must be configured from inside the campaign builder.
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
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→ Scroll down until you see the option to configure settings for the Person Referring.
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→ Map the data fields from Referral Factory to Intercom using the dropdown select options. These options will pull directly from your Intercom account.
❗️ For this function to work, you must map the fields Referrer First Name and Referrer Email.
→ You may want to create additional data attributes in Intercom to store Referral Factory data such as "Campaign Name" and "Source".
→ You also have the option to define default fields for when the contact is created inside Intercom.
→ Click Save.
3.4. How To Track Your Sale Value For Commission-Based Rewards
4. How To Uninstall your Intercom Integration from Referral Factory
→ Navigate to the Settings tab and ensure you're in the Integrations and Pixels section in the top navigation bar.
→ Under the Intercom logo, select Disconnect.
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Please note: Once disconnected, no user data will sync between Intercom and Referral Factory or vice versa. However, any data that was synced before will still be available in both systems.