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.
Step 1: Connect your Intercom account with Referral Factory
To connect your Intercom account with Referral Factory make sure you are logged in to both accounts and that you have the correct permissions on both Intercom and Referral Factory.
→ Go to the Setting Tab on the left-hand navigation bar.
→ Click on the Integration and Pixels tab.
→ Connect Intercom and follow the prompts to authorize.
Step 2: Configure Your Intercom Integration
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the top navigation bar.
→ Select the option for “Person Referring”.
→ From the drop-down list, configure what you want Referral Factory to do when you get a new direct user signing up to become a referrer.
Either select “Create new Lead in Intercom” OR “Create new User in Intercom”.
If you choose “Do Nothing” our system will not do anything inside Intercom.
Step 3: Map Your Fields
Creating a new Lead or User in Intercom
Depending on the option you select Referral Factory will either create a new lead or a new user inside Intercom whenever you get a new direct user. To set this up you need to:
→ Map the data fields from Referral Factory to your attributes in Intercom.
→ Once you have mapped all your fields, click Next.
❗️ You must map the Email field. Other fields are optional.
Below is an example of the types of fields you can map from Referral Factory to Intercom.
You can choose to map Dynamic Data or Fixed Data
Dynamic Data changes based on what users enter, like their First Name, Email, or Phone Number.
Fixed Data stays the same for everyone, like Lead Source or Referred Lead.
Think of dynamic data as personalized info and fixed data as standard info.
You can map as many fields as you like but in some cases, you may need to create additional attributes inside Intercom so that we can store the data in that particular field. Should you wish to store referral data, firstcreate the relevant data attributes inside Intercom. You could, for example, create properties to house information like:
{Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
{Referral Link}: The referral link is automatically generated for the new user.
Step 4: Choose How To Handle Duplicates
→ Choose whether Referral Factory should update existing contacts.
→ Click Save or Next.
Please note that choosing to update existing contacts could override data inside Intercom.
Step 5: Test Whether Your Integration Is Working
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].
Step 2: Check For New Users in Referral Factory
→ Check that the Person Referring is created in the Users tab inside Referral Factory.
Step 3: Check For New Users In Intercom
→ Check that the contact is created/updated in Intercom (depending on your setting choice in the duplicate users section above). Be sure to check the correct module (Leads/ Users).
📌 Having trouble? Read the Intercom Troubleshooting Guide.