Intercom And Referral Factory Integration: A Full Guide

Automate your referral campaigns end-to-end through Referral Factory’s integration with Intercom. So you can grow your business without adding to your workload.

In this guide👇

1. What you can do with Intercom and Referral Factory
2. Get Started
3. Configure Intercom
4. Uninstall your Intercom Integration

1. What You Can Do With Intercom and Referral Factory

 

👉 Sync your Intercom users to generate their referral links.

👉 Send your new referred leads or users straight into the Intercom.

👉 Qualify the referred leads and users that convert simply by changing the users data in Intercom (works with standard data attributes and custom data attributes) 

👉 Automatically issue rewards to the Intercom users who refer friends. 

2. Get Started

You Will Need

• Any Referral Factory plan.
• Any Intercom account.
• A draft or published referral campaign in Referral Factory. 

Connect your Intercom Account with Referral Factory 

• In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab.
• Click Connect under the Intercom logo. 

• A pop-up will appear. Review the permissions and then click Allow and Install.

3. Configure Intercom

Once your Intercom account is connected to Referral Factory, you will need to configure your integration inside your campaign(s). 

Sending Users from Referral Factory to Intercom 

• In the left-hand navigation bar, click Campaigns.
• Select the campaign you want to connect to Intercom.
• In the bottom navigation bar, click Integration.
• Select which Referral Factory users to send to Intercom 
• Select Direct if you want to send the Person Referring.  
• Select Referred if you want to send the Person Invited.
• You can select both Direct and Referred users!

Setting a Qualification Trigger

What will change in Intercom when you consider a referral successful? Select from 2 options to trigger a successful or converted referral in Referral Factory: When standard Intercom user details would update; when custom Intercom user details would update.

👉 When standard Intercom user details would update

Explanation: If the user logs in or sign up to your website while the Intercom cookie is present, the lead profile we created for them will be automatically merged with their new user profile - and the referred user will become qualified. 

🔗 Read more about converting leads to users in Intercom here. 

👉 When custom Intercom user details would update

• Set the custom data attribute for us to track.
• When Referral Factory first creates the user in Intercom, What should the first status of the user be? For example, ‘New’.
• Then, choose which user status you’d like to categorize them as when you consider them a successful or converted referral. For example, ‘Connected’.

Mapping User Data from Referral Factory ➡️ Intercom

• Before you map user data, decide which data you want to sync between Referral Factory and Intercom. 
• Create relevant form fields in your campaign Pages for Person Referring and/or Pages for Person Invited. 
• Create relevant custom data fields/attributes in Intercom. You will likely want to create properties like ‘Campaign name’, ‘Referral link’, ‘Referrer first name’, ‘Referral Count’, and ‘Converted Referral Count’. For assistance, read Intercom’s help guide article. 

• Click ‘Map the below fields to the fields in Intercom’.
• Use the dropdown options to match the relevant data between Referral Factory and Intercom. The options in the dropdowns will pull from your Intercom account. 

• Map any additional Intercom values that you want to sync. Click ‘Choose your default Intercom values from the fields below’. These options will pull from your Intercom account.
• Click Next.

• Once you have configured Email Notifications, complete your Intercom configuration in the final step: ‘Promote your Campaign’.

Syncing Intercom Users with Referral Factory

• Select ‘Generate referral links for your CRM contacts’.

• Scroll down to ‘Sync Your Contacts’.

 

• Choose whether to sync all your Intercom users or specific lists.
• If you selected ‘Sync from Specific List’, use the dropdown option to select the list. The options will pull from your Intercom account. Note that you can select from active or static lists.  
• Select whether you want to make the sync between Intercom and Referral Factory ongoing or once-off.
• Click ‘Next’.
  
  

Automatically Generate Referral Links for Users in Intercom 

• Before you map user data, make sure to have created a custom data attribute in Intercom for the ‘Referral link’.
• Use the dropdown options to match the relevant data between Referral Factory and Intercom. The options in the dropdowns will pull from your Intercom account.   
• Click ‘Save’.

4. Uninstall your Intercom integration from Referral Factory

• Navigate to the Settings tab on the left-hand side.
• Under the Intercom logo, select 'Disconnect'.