💌 With Survicate, you can create surveys to distribute it through Intercom using Intercom outbound emails, and targeting rules. By default, the Survicate - Intercom distribution automatically captures user's first & last name and email address information - so that you'll know who responded to your survey! You'll be able to filter survey results by these attributes, too. You can also add any attributes to your survey link that are supported by Intercom. We also record every single answer, even if they don't complete a survey.👍

💡Tip: If you want to keep your users in-app while they answer your survey, please consider using in-app surveys.

There are two ways to distribute your survey with Intercom:

  1. Hide the survey link behind a CTA button, or hyperlink

  2. Embed the first question into Intercom email to boost your response rate

Here’s how to set it up:

Step 1. Create your survey from the New survey+ button. Select Email or shareable link survey, and pick whether you'd like to use a ready template or start from scratch. Now, build your survey by adding your questions, and applying survey logic.

❗️But Remember! If you want to embed your survey in an email, the first question of your survey needs to be either a welcome message, single choice, a smiley scale, rating scale or a Net Promoter Score. If you choose any other type of question as to the first one, we will only provide you with the link to your survey.

Step 2. Customize your survey page in the design tab, by adding your company logo, and changing colors. Make your surveys entirely branded as your own!
Under the settings tab, you can enable other options like multiple responses.

Step 3: Once you are ready with your survey, head on to the Configure tab and pick Intercom Emails as the distribution tool under 'Identify respondents':

Step 4. Head over to Share tab and decide how you'd like to send your survey.

Grab a link to your survey from the Copy Link button, and hide it behind a CTA button, or hyperlink.

2️⃣ Include in an email

Display its first question directly in the email's body, and start the survey directly from the email. They'll then be redirected to a landing page to take the rest of the survey.

1. Click Get your code, then copy the HTML code.

2. Go to your Intercom email you want to use for the survey and click Edit HTML in the bottom-left, and confirm switch to HTML editor.

3. ❗️Replace the code with the one you've copied from your Survicate survey - you can do it by clicking on the dark area and use shortcuts CTRL+A CTRL+V

4. Enter the subject of your email in the field just above the dark code area ❗

Make sure that you’re compliant with Intercom’s rules for emails.

❗❗Please remember that sending a preview email will not make the integration work! If you want to test Intercom integration, you need to send the email to an existing contact via the set live option.

5. Choose your audience that will receive the survey. For example might want to send an NPS survey only to users that were using your app for longer than a month, or only to your active Customers.

Once you've got everything ready, set your message live, and get ready to dive into your insights.

Best Practices: 

🔁 Sync responses to Intercom as tags or attributes
You can enable Intercom integration from Settings⚙️> integrations and pass your survey responses back to Intercom user profiles

💬 Reach your users right inside your application
Use Intercom Messenger Chat surveys to ask right questions at the right time with in-app messages. 

🤖 Automate quarterly NPS surveys with Intercom
Use Survicate <> Intercom integration to configure an automatic distribution of your NPS surveys at defined time intervals.

📞If you have any product related questions, or having a hard to while sending your Intercom Survey, please feel free to reach out to our team 👉.

Did this answer your question?