How To Send Direct Users (The Person Referring) to Intercom When They Sign Up For A Referral Link

If your referral program is open to anyone to join, Referral Factory can create an Intercom contact when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.

📌  Want to know what else you can do with Referral Factory and Intercom? Read the overview.

Step 1 (Optional): Create Custom Data Attributes in Intercom

→ Should you wish to store data such as the Person Referring's referral link, referral count, converted referral count, or the name of the campaign, first create the relevant data attributes inside Intercom.


Step 2: Configure How Data Should Be Sent in Referral Factory

→ Click Edit Campaign to enter the campaign builder. 

→ Navigate to the Integration step in the bottom navigation bar. 

→ Scroll down until you see the option to configure settings for the Person Referring. 

→ Select whether to create a new Lead or a new User in Intercom.

Step 3: 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 4 (Optional): Define Default Fields

→ You also have the option to define default fields for when the contact is created inside Intercom. 

Step 5: 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.



How To Test Whether Your Integration Is Working

→ 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,

→ Check that the user is created in the Users tab inside Referral Factory. 

→ Check that the contact is created in Intercom. Be sure to check the correct module (Leads/ Users).



📌 Having trouble? Read the Intercom Troubleshooting Guide.