Hello welcome to Survicate. Do you user intercom and want to know how to
integrate it with Survicate? Did you know that with Survicate you can collect
information about users and send it straight to intercom? or add tags on users
and companies based on survey answers? Look no further, because doing today's
video I'm going to show where to find it how to set it up and talk over the options,
to fully benefit from gathering feedback. So, the first step you should take
after creating an account and before adding first survey is going to the
settings section.
Now before we enable integration with intercom let's start with another thing
which is switching on the Advanced Mode to make sure you get the most from this
integration. To access it we should go to Addons and pick Advanced Mode by clicking
on the edit button here. Advanced mode is an addon which allows you to track
answers within integration by mapping and tagging. It is required to enable
this addon in order for most integrations to fully work. So go ahead and tick
mapping and tagging and then click enable. If you want to know more about
mapping tagging, some other options, I strongly recommend you to visit our
knowledge base section available Survicate website. Ok ,after it's done we
should go back to settings and pick integrations. From the list of
available integrations we need to choose intercom as the one and then click on
the edit button to access it. Now we need to click on the big blue button here to
enable connection. A pop-up window should appear make sure
that you've got a standard environment picked and not a test one by clicking
here in the corner.
Last step is to click on the connect button and wait for the process to be
completed.
Great, so as you can see everything went fine.
Let's go back to intercom integration and click on the edit button again. Now a
little hint for you - If you ever want to reauthorise the connection or remove it
feel free to do it from this section by clicking on remove the authorization
info. It is especially useful whenever you notice any malfunction in
integration like : attributes tags or events are not recorded upon received
answer. This method should be a first step to fix the issue. That's all for
today , in the second part I'm going to show you all the internal options in
intercom integration like: user tags, together with some explanation, see you
there. OK, since we already got our connection
established, we can move forward to the best part which is going through all the
options. For example you're able to save survey answers to intercom as: User tags
.After enabling this option you are able to store your pre-designed tags on
intercom user profile. Tags will be sent to intercom upon receiving the responses.
It happens every time a user answer a question even if he doesn't complete the
whole survey. Take a look at this example
Company tags - Similar to user tags with the difference that tags are going to be
saved on intercom company profile instead. Let's move forward to Events
Quite a handful option, allowing you to store user events and activities
visible intercom for further checks. By using this function you can check was
the name and answers given to the survey. It is especially useful in cases when you
wish to understand the single user behavior. Take a look at this example as
well. User attributes- perfect fit for people who do not use tags in intercom as
the primary source of information. Whenever you do filter and group your
users based on attributes, allowing this option let you create the new already
existing attribute as well as the value to it. It will be visible on user profile
Attributes can look like this in intercom.
And company attributes - just as the user attributes but instead of user the
company profile would be enriched with the attribute value.
In case of integration settings you can - Enable integration by default for new
questions. Set this option if you wish to have such setup up and running for any
future surveys you will add to your workspace. Open a new conversation upon
receiving a text answer. You can jump start the chat window right after the
text answer will be submitted. This option might be especially useful if you
wish to engage with a customer feedback without any delays. And enable survey
targeting based on intercom segments and tags. Do you filter your users or
companies using segment in intercom or maybe tags is your go to filter for
them? With this option enabled you allow to target the survey directly to the
people you have in your defined segment or tags, but remember that it only works
with website surveys. What if your needs are to create a brand new intercom
profile for someone who took part in your survey? If that's the case , we can
help you to create a fully functional profiles. Just remember to use contact
form type of question where you can ask for name, email and company name. It will
help you to populate the profiles with the useful data. Ok, so let me talk over
those options here.
Leads in intercom. It will create a lead profile with the information you asked
in the survey and contact from question. Users in intercom- Same as before but
this one will create a user profile. You can stay with this option which is not
allowing any new leads, users or profiles to be created in intercom. This option
will be definitely useful for those who do not need the functionality mentioned
before. At the very end, please remember to save the changes and
make sure that integration with intercom is actually enabled. That's all for today
,thank you for attention, I wish you the best of luck with Survicate and May the
Feedback be with you!!!
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