This tool helps you and your teammates quickly plan and visualize how your smart campaign will work. 

Download the Intercom Campaign Plan here.

Here’s how to use it: 

  • First, download the planning tool and fill out your campaign info (Give your campaign a name, set your goal and define how your audience exits and enters). 
  • Then plan your messages (Set the goal for each message, choose the best channel and which messages to prioritize first. Then decide which customers to target and what you want to say). 
  • Share your campaign plan with your teammates and iterate your campaign based on their feedback. 
  • Finally, set your campaign live in Intercom. 

Pro tip: This guide for creating a smart campaign and these best practice tips will help you plan your campaign. You can also watch our recorded webinar to learn more about creating effective Smart Campaigns.


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