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Integrate Intercom with Omnisend

Learn how to integrate Intercom with your Omnisend account

Written by Edgaras Vaninas

By integrating your Intercom account with Omnisend, you will get even more opportunities to acquire, engage, and retain your customers. Continue reading this article to find out how you can integrate this platform with Omnisend and what benefits this integration provides.


Benefits

After you complete the integration with Intercom, you will get the following benefits:

  • Trigger different messages when the customer rates the conversation in Intercom.

  • Capture new email subscribers in your messenger home or right from the Intercom inbox.

  • Sync lead and client information so you can segment and trigger automation workflows based on tags, segments, and other attributes.

Setup Process

Step 1. In Omnisend, go to Apps → search for Intercom → click Connect now.

Step 2. You'll be redirected to the Authorize tab, where you'll need to authorize access.

Finally, you’ll see the confirmation page and you can start using Omnisend for Intercom.

Trigger Automation When the Review Is Left

After you complete the integration with Intercom, the integration can trigger the Intercom Review Created custom event. 

Later, this event may be used in the Automation workflow settings. Go to AutomationCreate workflowCreate from scratch → select the Intercom custom event as trigger.

The trigger should be set to Intercom Review Created, while the trigger filter can take one of the following values:

  • Review rating

  • Review Remark

Once you select the filter, you can also specify the allowed values. For example, you may send different emails to customers who leave a positive evaluation and to those who leave a negative one. You may even add two splits to send different emails for all three rates: positive, neutral, and negative.

Capture New Email Subscribers

Once the integration is complete on Omnisend side, contacts that start the ticket will be synchronized to Omnisend. You may also add a sign-up field to your messenger or to the conversation with the customer. See Intercom's knowledge base article on how to set it up.

Once you are done with all of the settings, click on the Save and set live button for the change to become visible in the Messenger.

  • Tag will identify the source of the contacts added to your Omnisend account as Intercom

  • Title should inform your subscribers that providing the email address to the form the customer subscribes to your marketing emails

  • Description can be used to encourage your customers to subscribe, provide incentive, offer the discount, etc.

  • Confirmation the information your customer will see after subscribing

When collecting your customers' opt-ins, you should also encourage them to read the marketing materials you send. Therefore, the best approach is to offer your customer the option to check their inbox for the discount code, thereby shifting the focus to inbox communication.

Trigger Welcome Automation

You can set up the automation triggered by the tag assigned in Intercom. However, keep in mind that contacts will be synced to Omnisend with a non-subscribed status (both email and phone number). If you want to ask customers to subscribe to your promotional content, make sure to include that option in your email. We advise using the preference management page link.

Sync Information About Leads and Users

Once the integration is complete, we will start syncing your contacts and their information.

  1. Phone & Email as identifiers

  2. Intercom user tags

Both Phone and Email addresses are synced to Omnisend as non-subscribers.

Intercom User Tags

All tags added to Intercom are synced in real time and assigned to Intercom keywords (e.g., intercom: vip, intercom: engaged). If you want to trigger the automation based on a tag in the customer's profile, check whether the customer has a specific tag assigned to their account and create a segment based on it. Later, this segment can be used to trigger the workflow when the customer enters it.

FAQ

Is it possible to transfer contacts from a single Intercom account to multiple Omnisend accounts?

No, it is not possible. The initial sync will add all contacts to both accounts. Later, they might be filtered with the tags synced from Intercom.


Have any additional questions? Talk to us at [email protected] or via in-app chat.

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