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The Intercom Platform
The Intercom Platform
Tracking your customers in the Intercom platform for better relationships.
+7
52 articles in this collection
Written by
Ruairí Galavan,
Thibault Candebat,
Phil
and 7 others
Get Started with the Intercom Platform
Track leads and users on your site, filter customers by their actions, set up custom data and more.
Written by
Damon Alexander
Updated over a week ago
Tracking, filtering & grouping your customers
Tracking user data in Intercom
A guide to how standard and custom data attributes work in Intercom.
Written by
Ruairí Galavan
Updated over a week ago
Create new Leads and Users in Intercom
Quickly and easily create a new user or lead in your Intercom workspace.
Written by
Damon Alexander
Updated over a week ago
How do visitors, leads and users work in Intercom?
How visitors become leads, how leads become users and more.
Written by
Ruairí Galavan
Updated over a week ago
Merge lead and user profiles
How to manually and automatically merge lead and user profiles, so a user's information is tied to a single profile.
Written by
Bobby Stapleton
Updated this week
Edit and update data
How to update your data automatically, and best practices for manually updating data.
Written by
Damon Alexander
Updated over a week ago
Track conversions and clicks with UTM parameters
Filter your customers by their UTM parameters, so you can track their journey to purchasing your product.
Written by
Liam Keegan
Updated over a week ago
The people, company and account list explained
How to view, filter, search and segment your users and companies.
Written by
Ruairí Galavan
Updated over a week ago
How to filter and segment users
Identify specific groups of interests, so you can send them targeted messages.
Written by
Damon Alexander
Updated over a week ago
How do filters work?
You can filter your leads and users in many ways, to create a segment, or target them with a message.
Written by
Damon Alexander
Updated over a week ago
Create more targeted audiences with And / Or rules
Filter users by combining 'and' with 'or' rules to create more targeted audiences.
Written by
Damon Alexander
Updated over a week ago
How dates work in Intercom
Learn how dates are stored in Intercom, what formats we accept, and how your device’s timezone influences which dates you see.
Written by
Leandra Fishman
Updated over a week ago
Group your users by tags
Use tags to better organize your users' activity and behaviour.
Written by
Ruairí Galavan
Updated over a week ago
Group your users by company
Identify new company segments, message a company, and remove users from a company.
Written by
Ruairí Galavan
Updated over a week ago
Sending custom data and events to Intercom
Send custom user attributes to Intercom
Create and track custom data that matters to your business
Written by
Damon Alexander
Updated over a week ago
Event Limits, Troubleshooting and F.A.Q
If you run into trouble tracking events in Intercom, this article has answers to common questions.
Written by
Damon Alexander
Updated over a week ago
Customize Intercom to be about your users
Send Intercom the data about your users that matters most to you.
Written by
Ruairí Galavan
Updated over a week ago
Custom attributes vs events: what's the difference?
When to use custom attributes and events to track your customers' actions.
Written by
Damon Alexander
Updated over a week ago
Record customer activity with event tracking. Filter and message your customers based on actions they take
Record specific actions users take in your product — track the first, last and total amount of times a user does something.
Written by
Damon Alexander
Updated over a week ago
Set up event tracking in Intercom
How to set up events to track user behavior.
Written by
Damon Alexander
Updated over a week ago
Getting the most from your customer data
Define the right qualification data for your business
Automatically and manually capture meaningful data about your new leads
Written by
Ruairí Galavan
Updated over a week ago
Start having conversations with users and visitors
Learn how to chat to logged in users inside your app and logged out visitors on your website.
Written by
Ruairí Galavan
Updated over a week ago
Know every user and company personally
See the conversations you’ve had with companies and users, the plan they’re on, what they do in your app, where they’re located and more.
Written by
Ruairí Galavan
Updated over a week ago
Get valuable user insight from day one
As soon as you install Intercom you can answer these questions about who your users are and what they do in your product.
Written by
Ruairí Galavan
Updated over a week ago
Assign an owner to your leads and users
Let teammates chat to their leads faster by assigning them as owners.
Written by
Liam Keegan
Updated over a week ago
Get alerts when a lead you own revisits your site
Set up desktop, mobile or email notifications to alert you to activity
Written by
Phil
Updated over a week ago
Custom data planning tool
A resource to help you plan and build custom data specs for engineering.
Written by
Stan Massueras
Updated over a week ago
Automatically import your Salesforce accounts to Intercom
Set up Accounts in Intercom and import them from Salesforce
Written by
Phil
Updated over a week ago
Create, edit, archive, or delete tags
Your tagging needs will change over time. Manage tags effectively by updating or removing tags you no longer need.
Written by
Damon Alexander
Updated over a week ago
Can I add descriptions to my custom attributes and events?
Written by
Ruairí Galavan
Updated over a week ago
Importing customers and their data
Import your user data into Intercom
Import your users into Intercom from Mailchimp, Mixpanel or a CSV.
Written by
Ruairí Galavan
Updated over a week ago
Import your Mixpanel contacts
Written by
Ruairí Galavan
Updated over a week ago
Import your MailChimp contacts
Written by
Ruairí Galavan
Updated over a week ago
Get started with Intercom by integrating Stripe
Sync your user's activity with Intercom whenever they make a payment through Stripe.
Written by
Ruairí Galavan
Updated over a week ago
Common Intercom questions
Managing your Intercom usage and subscription price
Three ways to better manage how you use Intercom.
Written by
Damon Alexander
Updated over a week ago
Why am I missing users that are showing up on my own system?
Written by
Ruairí Galavan
Updated over a week ago
What system requirements does Intercom have?
Written by
Damon Alexander
Updated over a week ago
How do I create filters for dates in the future?
Written by
Ruairí Galavan
Updated over a week ago
How to protect yourself against email list bombing
Written by
Scott Southard
Updated over a week ago
How does my lead’s qualification data get updated?
Written by
Ruairí Galavan
Updated over a week ago
Can I link directly to a user profile?
Create user profile links you can easily share.
Written by
Liam Keegan
Updated over a week ago
What is qualification data?
Written by
Ruairí Galavan
Updated over a week ago
Can I export user or company data as a CSV?
Written by
Ruairí Galavan
Updated over a week ago
Is Intercom compliant with HIPAA?
Intercom has successfully completed a HIPAA attestation examination
Written by
Damon Alexander
Updated over a week ago
What is user_id and why would I want to use it?
Written by
Ruairí Galavan
Updated over a week ago
How can I export my Intercom data for GDPR?
How data portability works with Intercom
Written by
Thibault Candebat
Updated over a week ago
How do I update my billing details?
Add products, change your payment details and view your invoices in your Billing settings.
Written by
Liam Keegan
Updated over a week ago
How do I delete users and leads in Intercom?
Written by
Thibault Candebat
Updated over a week ago
How is a session defined?
Written by
Ruairí Galavan
Updated over a week ago
Where can I find my invoices?
View and download your invoices in your Billing settings.
Written by
Laura Jolly
Updated over a week ago
How does Intercom track first and last name of my users?
Written by
Ruairí Galavan
Updated over a week ago
Real time user presence (the technical explanation)
Written by
Ruairí Galavan
Updated over a week ago