Installing Intercom this way enables you to better understand your customers by tracking the actions they take on your site and app. It’s also the simplest way to load the Intercom Messenger on your website.
You can install Intercom with GTM for:
This will give your customers a consistent Intercom experience, and allow you to track their entire journey from new visitor to signed up user.
Tip: See ‘Additional methods’ below for more information on updating Intercom when a user logs in or signs up.
You must have Google Tag Manager installed on your website.
You’ll need permissions to edit your website’s Google Tag Manager configuration. — If you’re unsure who owns your Google Tag Manager account, check with the team or person who manages your website, SEO or Marketing operations.
Install Intercom with GTM for logged out visitors on your website
From the ‘Tags’ section of your GTM account, click ‘New’ to create a new tag:
Give your tag a name, like “Intercom Messenger”, then edit the Tag configuration:
Next, click ‘Discover more tag types in the Community Template Gallery’:
Now, search for ‘Intercom’, and select ‘Intercom (by Intercom)’:
Next, click ‘Add to workspace’:
Then, confirm you’d like to add the Intercom tag. This will take you back to the tag configuration screen.
From here, choose the ‘Install’ method, and open the ‘Method Arguments’ tab:
Paste your Intercom workspace ID into the “Workspace ID” field:
After adding your workspace ID, open the ‘Triggering’ section, and choose the trigger for loading the Messenger.
You can choose an existing trigger, or create a new one with the ‘+’ icon in the top right:
Tip: For optimal user experience we recommend choosing “Window Loaded”, so your website loads as fast as possible:
Your tag is now configured for logged out users. 🎉
All that is left to do is to “Submit” the changes to your container for them to take effect. However, it is highly recommended to verify your work using “Preview” mode beforehand. 👌
Install Intercom with GTM for logged in users of your web app
The first steps to installing Intercom with GTM for logged in users are the same as above, so you’ll need to complete them first, then continue. 👇
When your website loads — Trigger the Intercom tag with the 'Install' method including the user's details if they are already logged in.
If they log in later, trigger the same tag again, with the 'Update' method, and include the user's details (outlined below).
In the tag configuration screen, below ‘Method Arguments’ you’ll see ‘Data attributes’. Use these to identify the currently logged in user, by providing a variable for ‘User ID’ or ‘User Email’.
Important: Never enter a specific user ID or email address in these fields, as this will incorrectly identify all your users as the same person, and skew your Intercom data.
You can also include variables here for additional standard attributes like:
When the user signed up (as a Unix timestamp).
The user’s first and last name.
Their phone number.
A unique user hash (if you use identity verification).
A URL to the user’s avatar image (must be HTTPS).
Tracking custom data about your users
Additionally you’ll see ‘Custom Data Attributes’, where you can track any other information that’s important to your business:
Pro tip: By default, any attribute added this way will be treated as a string value in Intercom. To support integers or booleans you can create a variable in GTM, which returns a non-string value. Like this example, which returns the boolean TRUE:
Tracking information about a user’s company
You can track company information for each logged in user, under ‘Company Attributes’. Just add a variable for each attribute, and these will be passed to Intercom:
Note: Company ID and company name are the minimum requirements to track a company in Intercom.
Your tag is now configured to track logged in users of your app. 😎
Note: If you have trouble identifying or tracking logged in users, tracking custom events, or triggering Intercom methods with custom tags that rely on GTM's data layers we recommend getting support from Google directly. 👌
Installing Google Tag Manager with Regional Data Hosting
This app uses a code-less method to install the Intercom Messenger. If you will be using GTM with a regional workspace, please ensure that the proper parameter is passed (see developer documentation here).
For more information on Regional Data Hosting, check out the full article here.
Additional methods for a comprehensive integration
Intercom’s GTM template offers additional methods you can implement for a flexible and sophisticated solution.
You’ll find these in the ‘Method’ drop down:
The available methods are:
Install (covered above)
Boot — Useful in situations where you'd like to control when Intercom is loaded.
Shutdown — Call this method to clear your users’ conversations anytime they log out.
Show Messages — Open the conversation list in the Messenger, bypassing the home screen.
Show New Message — Start a new conversation in the Messenger, with an optional pre-populated message. - Perfect for replacing forms on your website.
On Unread Count Change — Trigger events in GTM when your customers receive a new message.
Track Event — Record actions your customers take and send them to Intercom, with optional metadata.
Example uses for these methods
Here are some example use cases for the additional Intercom methods.
Note: These examples may require creating custom tags in Google Tag Manager, if you’re not already tracking the events needed to trigger the method.
E.g. This is a custom tag in GTM that recognises when a visitor shows signs of leaving your website and tracks the event ‘exit_intent’, which we’ll use in the first example:
Send a Product Tour when a visitor is about to leave your site
To capture your visitors’ attention with a Product Tour when they’re about to leave your site, select the method ‘Start Tour’, and enter the ID of the tour you’d like to send:
Tip: The ID of the tour can be found in the “Use tour everywhere” section of the tour editor.
Then, in the ‘Triggering’ section, select the ‘exit_intent’ event as mentioned above 👆:
Save your tag, and next time a visitor goes to leave your site, they’ll receive your Product Tour:
Pro tip: You can apply the same logic to different triggers, like when a visitor scrolls to a certain part of the page, or clicks a link.
Start a conversation when a user submits a form, or clicks a button:
You might want to bring a conversation from your site into the Messenger so Custom Bots, or Resolution bot can take over. To do this, choose the ‘Show New Message’ method, and optionally add a pre populated message:
👆This example uses the subject line from a contact form.
Then, select the right trigger for your use case, E.g. when a visitor clicks a button to ‘Talk to sales’, or when someone submits your contact form, like in this example:
Now whenever the contact form is submitted it starts a new conversation in the Messenger:
Getting support with Google Tag Manager
If you have trouble identifying or tracking logged in users, tracking custom events, or triggering Intercom methods with custom tags that rely on GTM's data layers we recommend getting support from Google directly. 👌