What is transactional messaging?

Whenever customers take an action or reach an important milestone, it's important to be able to immediately message them, for example:

  • A customer's renewal date is approaching... and you send a reminder.

  • A customer leaves items in their cart... and you remind them afterward.

  • A customer requests a password reset... and you instantly send a reset link.

  • A customer pays for an order..... and you follow up with a confirmation message.

These messages are what we would call 'transactional', 'operational', or 'event-based' messages.

Every time one of these situations or events occurs, you want to message customers immediately, automatically and in a personalized way. With our new features, you can now do this in Intercom. Here's a quick video overview:

So, where are your transactional messages now?

They might be hardcoded into your product

Many operational messages are hardcoded into your product by your developers. If this is the case your marketing team may have little-to-no visibility or control over these messages.

You might use third-party tool to send them

Other transactional messages may exist in external tools outside Intercom, like Sendgrid, Pardot, or Mailchimp. Meaning all your messages aren’t consolidated into one tool.

Or you might not send any transactional messages at all

These message types can be difficult to set up, so it may not have been possible for you to create them before.

Why should you start transactional messaging with Intercom?

It’s a huge opportunity for your team

They’re easy to set up, meaning no coding, no engineers, and no more headaches—all thanks to our visual message builder.

No need for another platform

You can stop jumping between platforms and take care of all your transactional and promotional messages in one spot.

Go beyond transactional emails and send in-app and mobile messages too

Unlike other tools, you’re not limited to email, you can send transactional messages via multiple channels (and even combine them!), including email, in-product messages, and push, to ensure your message is seen at the right time, in the right place.


Where can I learn more about transactional messaging?

The following articles go into more detail on how to use Intercom's features to send impactful transactional messages.

Or check out our in-product transactional templates:

Or register to watch our best practices webinar:

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