The Intercom Platform

Tracking your customers in the Intercom platform for better relationships.

Ruairí Galavan avatar Thibault Candebat avatar Jack Jenkins avatar +7
51 articles in this collection
Written by Ruairí Galavan, Thibault Candebat, Jack Jenkins 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 over a week ago

Create new Leads and Users in Intercom

Quickly and easily create a new user or lead in your Intercom workspace.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

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 over a week ago

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.
DJ avatar
Written by DJ
Updated over a week ago

Edit and update data

How to update your data automatically, and best practices for manually updating data.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

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 over a week ago

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 over a week ago

How to filter and segment users

Identify specific groups of interests, so you can send them targeted messages.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

How do filters work?

You can filter your leads and users in many ways, to create a segment, or target them with a message.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Create more targeted audiences with And / Or rules

Filter users by combining 'and' with 'or' rules to create more targeted audiences.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

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.
Kaitlin Pettersen avatar
Written by Kaitlin Pettersen
Updated over a week ago

Group your users by tags

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

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 over a week ago
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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Get alerts when a lead you own revisits your site

Set up desktop, mobile or email notifications to alert you to activity
Thomas Creighton De Farias avatar
Written by Thomas Creighton De Farias
Updated over a week ago

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 over a week ago

Automatically sync your accounts with Salesforce

Set up Accounts in Intercom and sync with Salesforce
Thomas Creighton De Farias avatar
Written by Thomas Creighton De Farias
Updated over a week ago

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.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Can I add descriptions to my custom attributes and events?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago
Common Intercom questions

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

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

What system requirements does Intercom have?

Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

How do I create filters for dates in the future?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

How to protect yourself against email list bombing

Scott Southard avatar
Written by Scott Southard
Updated over a week ago

How does my lead’s qualification data get updated?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Can I link directly to a user profile?

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

What is qualification data?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Can I export user or company data as a CSV?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Is Intercom compliant with HIPAA?

Intercom does not currently comply with the HIPAA act.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

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

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Where do the social profiles come from?

Control whether you link your users to social media profiles.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

How can I export my Intercom data for GDPR?

How data portability works with Intercom
Thibault Candebat avatar
Written by Thibault Candebat
Updated over a week ago

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 over a week ago

How do I delete users and leads in Intercom?

Thibault Candebat avatar
Written by Thibault Candebat
Updated over a week ago

How is a session defined?

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Where can I find my invoices?

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

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

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Real time user presence (the technical explanation)

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago