Referral Factory can automatically create a new contact in Intercom when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!
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 Invited” .
→ From the drop-down list, configure what you want Referral Factory to do when you get a new referred user.
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 referred 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 related to the person who made the referral, firstcreate the relevant data attributes inside Intercom. You could, for example, create properties to house information like:
{Referrer First Name}: The name of the person who referred them
{Referrer Email Address}: The email address of the person who referred them
{Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
{Referral Link}: The referral link automatically generated for the new user (useful if you will enroll referred leads into your referral program)
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: Set The Rules To Qualify A Successful Referral
If you would like to automatically qualify the Person Invited when they convert in Intercom, set the rules that will trigger the automatic qualification.
→ First, select the method you want to use to qualify referrals. In the case of Intercom, this will be based on an update to an attribute.
If you choose to qualify users using a different method, simply leave this section blank.
→ Then select which attribute will change
→ And what the attribute will change to
In the example below, the attribute for the person invited that we monitor is “Payment Method Added”.
This attribute will change to “True” in order to trigger the qualification.
Step 6: Test Whether Your Integration Is Working
Once you have setup your integration, here are some steps you can follow to make sure your integration is working correctly.
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].
Once you have your referral link you can either use one of the share icons to share your referral link or click "Copy Link" and open your referral link in a different browser
Step 2: Sign Up As The Person Invited
→ Once you have opened the referral link generated for the Person Referring, enter your details and sign up as the Person Invited.
→ 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 3: Check For New Users in Referral Factory
→ Check that the Person Invited is created in the Users tab inside Referral Factory.
Step 4: Check For The Person Invited in Intercom
→ Check that the Lead/ User for the Person Invited is created in Intercom with all the data you have chosen to map across. Note that it can take up to 30 minutes for the data to pass from Referral Factory to Intercom. Be sure to check the correct module (Leads/Users).
Step 5: Test Your Qualification Trigger
→ Update the data attribute of the Person Invited inside Intercom as per the settings you configured.
→ Return to Referral Factory to check the status of the contact you just converted in the Users tab. Note that it can take up to 30 minutes for the data to pass from Intercom to Referral Factory.
