How To Add Your Intercom Contacts To Your Referral Campaign

It is now possible to add all of your Intercom contacts, only leads, only users or a specific list of contacts to your referral program and issue them with their own unique referral links.

You can then automatically add their referral link to the contact information in Intercom. That means each of your Intercom contacts will now have a referral link! 

This will allow you to use your existing workflows to encourage contacts to refer their friends. To add your contacts to your referral campaign follow the steps below:

๐Ÿ‘‰ Navigate to the "Promote your campaign" tab of your campaign builder and click on the "Generate referral links for your CRM contacts" button.

๐Ÿ‘‰ Choose whether to sync all your Intercom users or specific lists.

๐Ÿ‘‰ If you selected โ€˜Sync from Specific Listโ€™, 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.  

๐Ÿ‘‰ Before you map user data, make sure to have created a custom data attribute in Intercom for the โ€˜Referral linkโ€™.

๐Ÿ‘‰ 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.

๐Ÿ‘‰ Click โ€˜Saveโ€™.

Please note: Your users will NOT be notified unless you choose to in the next step.

๐Ÿ‘‰ Select whether you want to make the sync between Intercom and Referral Factory ongoing or once-off.

๐Ÿ‘‰ Select 'Save'