Intercom app

Orchestrate your customer messaging with Series and drive action at the optimal moment, in a cohesive way.

Series explained

Alek Toumert

Beth-Ann Sher

Eric Fitzgerald

Map out customer journeys and engage at every stage with Series

Series

Guide people from their first interaction with you to becoming paying customers with effective messaging.

Create an effective onboarding Series

Keyboard shortcuts make it even easier to build a messaging campaign in Series.

Build a series quickly with keyboard shortcuts

Target specific leads, set your goal, write effective messages and more.

Convert leads to users with Series

Easily copy your existing content into a series, and craft the optimal messaging experience.

Copying messages, tours, carousels and bots into Series

Test different message types, content, CTAs, and more. Find the best way to engage your users.

Test different paths with multivariate split testing in Series

Trigger actions in other apps with webhooks sent from a series.

Sending webhooks with Series

Getting started

Send engaging, effective campaigns and get the best out of Series.

Series best practices, tips & examples

Choose to send series messages once per company, or once per user.

Prioritize companies in Series

Best practices

Add a goal to your series and accurately measure its impact — Learn all about goals in this article.

Measure series effectiveness with goals

See how customers progress through your series and improve engagement at every step.

Measure how well your series performs

Series changelogs let you see who made changes to your series, when, and what the most recent update was

See recent changes and a history of updates to your series

See how your Series is performing at a glance

View a Series Performance Summary Report

Ivan Branimir Skoric

Optimizing

Important things to note about Series — Company data, Limits & more.

Series FAQs

Michelle Faughnan

FAQs

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Volume, creators and topics for your company.

Insights

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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