The Intercom Platform

Tracking your customers in the Intercom platform for better relationships.

Ruairí Galavan avatar Thibault Candebat avatar Phil avatar +7
52 articles in this collection
Written by Ruairí Galavan, Thibault Candebat, Phil and 7 others
Tracking, filtering & grouping your customers

Tracking user data in Intercom

A guide to how standard and custom data attributes work in Intercom.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Create new Leads and Users in Intercom

Quickly and easily create a new user or lead in your Intercom workspace.
Damon Alexander avatar
Written by Damon Alexander
Updated this week

How do visitors, leads and users work in Intercom?

How visitors become leads, how leads become users and more.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

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.
Bobby Stapleton avatar
Written by Bobby Stapleton
Updated this week

Edit and update data

How to update your data automatically, and best practices for manually updating data.
Damon Alexander avatar
Written by Damon Alexander
Updated this week

Track conversions and clicks with UTM parameters

Filter your customers by their UTM parameters, so you can track their journey to purchasing your product.
Liam Keegan avatar
Written by Liam Keegan
Updated this week

The people, company and account list explained

How to view, filter, search and segment your users and companies.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

How to filter and segment users

Identify specific groups of interests, so you can send them targeted messages.
Damon Alexander avatar
Written by Damon Alexander
Updated this week

How do filters work?

You can filter your leads and users in many ways, to create a segment, or target them with a message.
Damon Alexander avatar
Written by Damon Alexander
Updated this week

Create more targeted audiences with And / Or rules

Filter users by combining 'and' with 'or' rules to create more targeted audiences.
Damon Alexander avatar
Written by Damon Alexander
Updated this week

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.
L
Written by Leandra Fishman
Updated this week

Group your users by tags

Use tags to better organize your users' activity and behaviour.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Group your users by company

Identify new company segments, message a company, and remove users from a company.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week
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
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

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.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

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.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

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.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Assign an owner to your leads and users

Let teammates chat to their leads faster by assigning them as owners.
Liam Keegan avatar
Written by Liam Keegan
Updated this week

Get alerts when a lead you own revisits your site

Set up desktop, mobile or email notifications to alert you to activity
Phil avatar
Written by Phil
Updated this week

Custom data planning tool

A resource to help you plan and build custom data specs for engineering.
Stan Massueras avatar
Written by Stan Massueras
Updated in the last 15 minutes

Automatically import your Salesforce accounts to Intercom

Set up Accounts in Intercom and import them from Salesforce
Phil avatar
Written by Phil
Updated this week

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.
Damon Alexander avatar
Written by Damon Alexander
Updated this week

Can I add descriptions to my custom attributes and events?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week
Common Intercom questions

Managing your Intercom usage and subscription price

Three ways to better manage how you use Intercom.
Damon Alexander avatar
Written by Damon Alexander
Updated this week

Why am I missing users that are showing up on my own system?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

What system requirements does Intercom have?

Damon Alexander avatar
Written by Damon Alexander
Updated this week

How do I create filters for dates in the future?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

How to protect yourself against email list bombing

Scott Southard avatar
Written by Scott Southard
Updated this week

How does my lead’s qualification data get updated?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Can I link directly to a user profile?

Create user profile links you can easily share.
Liam Keegan avatar
Written by Liam Keegan
Updated this week

What is qualification data?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Can I export user or company data as a CSV?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Is Intercom compliant with HIPAA?

Intercom has successfully completed a HIPAA attestation examination
Damon Alexander avatar
Written by Damon Alexander
Updated this week

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

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

How can I export my Intercom data for GDPR?

How data portability works with Intercom
Thibault Candebat avatar
Written by Thibault Candebat
Updated this week

How do I update my billing details?

Add products, change your payment details and view your invoices in your Billing settings.
Liam Keegan avatar
Written by Liam Keegan
Updated this week

How do I delete users and leads in Intercom?

Thibault Candebat avatar
Written by Thibault Candebat
Updated this week

How is a session defined?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Where can I find my invoices?

View and download your invoices in your Billing settings.
Laura Jolly avatar
Written by Laura Jolly
Updated this week

How does Intercom track first and last name of my users?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week

Real time user presence (the technical explanation)

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated this week