Intercom

Track leads and users on your site, filter customers by their actions, set up custom data and more.

Get started with Contacts

Beth-Ann Sher

Ryan Parker

Tracking your customers in Intercom for better relationships.

Contacts

A guide to how standard and custom data attributes work in Intercom.

Tracking user data in Intercom

Quickly and easily create a new user or lead in your Intercom workspace.

Create new Leads and Users in Intercom

How visitors become leads, how leads become users and more.

How do visitors, leads and users work in Intercom?

How to manually and automatically merge lead and user profiles, so a user's information is tied to a single profile.

Merge lead and user profiles

How to update your data automatically, and best practices for manually updating data.

Edit and update data

Filter your customers by their UTM parameters, so you can track their journey to purchasing your product.

Track conversions and clicks with UTM parameters

How to view, filter, search and segment your users and companies from Contacts.

The people list and company list explained

Filter your contacts list by certain rules to create and save user segments which you can later use for messaging campaigns.

How to segment your contacts

You can filter your leads and users in many ways, to create a segment, or target them with a message.

How do customer filters work?

Filter your leads and users by combining "And" with "Or" rules to create more targeted audiences.

Create more targeted audiences with And / Or rules

Learn how dates are stored in Intercom, what formats we accept, and how your device’s timezone influences which dates you see.

How dates work in Intercom

Use tags to better organize your users' activity and behaviour.

Group your users by tags

Identify new company segments, message a company, and remove users from a company.

Group your users by company

Understand how qualification data can be used to group leads under Qualification Companies.

Group your leads by Qualification Company

What is user_id and why would I want to use it?

Learn the difference between the Intercom ID and a custom user_id, and follow best practices to ensure accurate customer data and identification.

Understanding and managing user IDs

Tracking, filtering & grouping your customers

Create and track custom data that matters to your business.

Create and track custom data attributes (CDAs)

If you run into trouble tracking events in Intercom, this article has answers to common questions.

Event Limits, Troubleshooting and F.A.Q

Send Intercom the data about your users that matters most to you.

Customize Intercom to be about your users

When to use custom attributes and events to track your customers' actions.

Custom attributes vs events: what's the difference?

Record specific actions users take in your product, then filter and message based on actions they take

Record customer activity with event tracking

How to set up events to track user behavior.

Set up event tracking in Intercom

Eric Fitzgerald

Sending custom data and events to Intercom

Automatically and manually capture meaningful data about your new leads.

Define the right qualification data for your business

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.

Know every user and company personally

As soon as you install Intercom you can answer these questions about who your users are and what they do in your product.

Get valuable user insight from day one

Let teammates chat to their leads faster by assigning them as owners.

Assign an owner to your leads and users

Set up desktop, mobile or email notifications to alert you to activity

Get alerts when a lead you own revisits your site

A resource to help you plan and build custom data specs for engineering.

Custom data planning tool

Your tagging needs will change over time. Manage tags effectively by updating or removing tags you no longer need.

Create, edit, archive, or delete tags

Can I add descriptions to my custom attributes and events?

How to protect yourself against email list bombing

Country, browser, timezone, region and OS reference list

How attributes can power your Fin Tasks, Workflows, and Data connectors

How to personalize messages and troubleshoot common issues with name variables.

How to use name variables in Intercom

Scott Southard

Courtney Rivas

Getting the most from your customer data

Import your users into Intercom from Mailchimp, Mixpanel or a CSV.

Import your user data into Intercom

Import your Mixpanel contacts

Import your MailChimp contacts

Sync your user's activity with Intercom whenever they make a payment through Stripe.

Get started with Intercom by integrating Stripe

Manage and import customer phone numbers using correct number formatting.

Customer phone numbers

Importing customers and their data

Contacts FAQs

How to archive a user or lead

How to export users, leads, or company data

Matthew Pelyhes

FAQs

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