How to personalize your website for Intercom contact segments

By connecting Intercom to ConvertFlow, you can now personalize your website for your Intercom contact segments.

Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys, quizzes, sticky bars, embedded content and more, all of which can be dynamically displayed on your website to returning Intercom contact segments based on conditions.

Dynamically displaying website content for Intercom contact segments

Once you've connected your Intercom account, you'll now find these Intercom targeting condition options: 

  • If person is a member of segment in Intercom
  • If person is NOT a member of segment in Intercom
  • If custom field contains value in Intercom
  • If custom field does NOT contain value in Intercom
  • If person has tag in Intercom
  • If person doesn't have tag in Intercom

When building a call-to-action in ConvertFlow, to display it only for a certain Intercom contact segment, head to the Launch page and you'll be able to add Intercom targeting conditions by clicking "Add Condition".

Click the dropdown field to select a condition type, and you'll now see there are Intercom targeting conditions to select from.

Select a condition type, enter any additional info needed for the automation and then click "Create Condition".

Once you've clicked to create the condition, it will then display above in the targeting conditions list for that CTA. If you want to delete it, click the "X" icon to the right of the condition.

Personalizing website content with Intercom contact fields

Using ConvertFlow's personalization merge tags, you display dynamic text content using Intercom contact fields.
Some ideas for merge tag personalization on your website include:
  • Greeting returning contacts by their first name to welcome them back to your website
  • Localizing your messaging by mentioning the current subscriber's city, state and country.
  • Displaying the Intercom contact's custom field interest selections in your website copy

For example:  Welcome back ({person.firstname}), are you shopping for your ({person.intercom.PET_TYPE}) today? Check out our latest ({person.intercom.PET_TYPE}) toys...

When ConvertFlow syncs a contact record with an Intercom contact, it pulls in their Intercom contact fields to populate these personalization merge tags.

In ConvertFlow's CTA builder, when editing text elements, click on the "Personalize" option and you can add preset contact field merge tags, as well as merge tags for your Intercom custom fields. 

Personalizing funnel outcomes for Intercom segments

In ConvertFlow, you can build multi-step funnel pages, forms and surveys that conditionally display personalized outcomes to people based on their progress, as well as based on their contact segmentation in Intercom.

For example, by using conditional actions, when a returning Intercom contact on your website engages with a survey, you can display a personalized outcome of that survey based on their current Intercom contact segment, as well as apply a specific Intercom tag.

You can also use skip logic to tailor your funnels for returning contacts based on their current Intercom segmentation. An example of this would be skipping contacts of a certain Intercom list past the email collection step of your funnel, so they don't have to re-enter their email address.

Targeting Sync – How to target your existing Intercom contacts

ConvertFlow syncs a visitor's tracking with their Intercom contact record when either...
  1. The visitor submits a form
  2. The visitor visits your website with their Intercom email in the URL using the supported targeting sync parameter name "intercom_id".
So, this means once ConvertFlow is installed on your website, you will be able to target all of your new form submissions by their Intercom data.
However, if you want to sync the tracking with your existing Intercom contact database, all you have to do is append their contact details to your email hyper links in Intercom, and ConvertFlow will sync their visitor session with their Intercom data.
You would do this by adding... 
?intercom_id={{ email | fallback:"" }} the end of all of your Intercom email’s links, like how you would add any other URL parameter.