How To Send Referred Users (The Person Invited) from Referral Factory to Intercom

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!

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

📌 Want to send referred users AND automatically qualify them using Intercom? Read this instead.

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

 â†’ Should you wish to store additional referral data related to your referred user, create the relevant data attributes inside Intercom. You could, for example, create data attributes 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 newly referred leads into your referral program) 

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

→ Click Edit Campaign to enter the campaign builder. 

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

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

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

intercom-step-2-integrations-tab

Step 3 (Optional): Set Your Qualification Rules

→ If you would like to automatically qualify the Person Invited when they convert in Intercom, set the rules that will trigger the automatic qualification. If you choose to qualify users using a different method, simply leave this section blank.

📌 If you’d prefer to send referred users AND automatically qualify them using Intercom, we highly recommend reading this instead.

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Step 4: 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.

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Step 5 (Optional): Define Your Default Fields

→ You also have the option to define any default data fields for when the Lead/User is created inside Intercom.

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Step 6 (Optional): Attach Information About The Person Referring

→ You also have the option to attach information about the person who made the referral. Remember that you may need to create custom data attributes inside Intercom to house this data.

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Step 7: 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.

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→ Click Save or Next.


 

How To 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, yourname+personreferring+date@yourdomain.com.

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Step 2: Sign Up As the Person Invited

→ Next, open the referral link generated for the Person Referring and sign up as the Person Invited

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→ 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, yourname+personinvited+date@yourdomain.com.

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Step 3: Check For New Users In Referral Factory

→ Navigate to the Users tab and check that both the Person Referring and the Person Invited have been created in Referral Factory.

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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).

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📌 Having trouble? Read the Intercom Troubleshooting Guide.