Skip to main content

How-to: Add Usetiful Product Tours in Intercom

  


Intercom is an excellent tool to engage with your customers - it is fairly customizable and can be targeted. Many of our customers use Intercom to engage with their website visitors and users in different stages of their customer journey. 

This makes Intercom an area of interest for Usetiful customers who want to step up their onboarding and adoption strategies - what if you could launch a Usetiful tour right from an Intercom widget?


Well, due to Usetiful’s high customizability that’s exactly what you can do. Here comes into play the sharing by URL feature of Usetiful.


Allow your users to launch a product tour with a single click when they are already looking for help in Intercom.


Here's how:

1. Get the link to the tour
Sign in to your Usetiful account, find the tour that you want to direct users to, click the three dots menu and select “Share tour”. There you will be prompted to paste a URL - that is the URL where the tour is supposed to start. For this example, let’s say a user is on the billing page of your application, https://www.yourapp.com/billing, and may need help learning about all the different features on the page. Paste that URL into the field and hit “Get sharing link”. The sharing link will be generated and copied to the clipboard.

2. Make a compelling CTA
A call-to-action can make or break your plan of placing a noticeable and clear message that users can get help. Prompt your users at the right time with the right message and the results will become way more predictable. Also, keep this in mind when creating your welcome message.

3. Add the CTA with the link to your Intercom popup
Sign in to your Intercom account and add the link to one of the messages

Here’s an example:

Go to your Intercom’s Outbound > Posts section - this will allow adding a  pop-up message with certain targeting on your website.

When you create a new Post, you will have the ability to select a template and customize it. For this example, I selected a template that already contained a button
After a little customization, here’s how it looks




Then I clicked on the button and edited it - I changed the button text and the URL, as shown below. I pasted the sharing link that we obtained in the first step of this tutorial. 


As a result, here is how the final message looks - this is what the users will see on the Billing page

When they click on the button - the tour will be launched.


And voila - now we have an interactive way to prompt users there is a way to get help using Intercom - and an engaging and educating method of walking your users through different features presented on a specific page with Usetiful.

You can add Usetiful tour start points into Intercom articles just as well - the setup is exactly the same - add a button in the article that will take users that seek help to the page that needs to be explained.

Popular posts from this blog

Build your first Welcome Message

Why Welcome message? Welcome message has a great impact on how users perceive your application - you can set up a very friendly and human tone of conversation. On top of that - it is really easy to create one with Usetiful! Benefits: Introduce your product from human perspective and let users know you appreciate them Activate your users with call-to-action  Get your Usetiful ready for more complex opportunities Build the modal In the Overview menu, click on " Add tour " Tour name - Give your Welcome message a name so you can find it later Let's keep it simple - page targeting should remain "All pages", trigger should remain to "Launch automatically". You can change these settings anytime later. Click " Continue ". Usetiful creates the first example modal for you. Click inside of the modal and update the content! Pro tip: Include pictures or video! Buttons - your call to action Usetiful allows you to set up actio

How User Onboarding Checklists will help your User Adoption

User onboarding checklists are a crucial tool for developers who are launching products or want to improve product adoption.   What are User Onboarding Checklists? User onboarding checklists are a way to onboard new users. This digital adoption strategy works by splitting the onboarding experience into manageable atomic pieces. By making a checklist with various tasks, you can ensure that users are guided towards getting instant value from your product.     How to Build an Onboarding Checklist? Onboarding checklists are easy to build with no-code tools like Usetiful . By using an onboarding checklist template, your product can benefit from greater user engagement and acquisition. Benefits of User Onboarding The most common reason users abandon a digital product is: a) They can't understand how to use it b) The products value is not clear to them   A good user onboarding process directly addresses both of these issues. Any worthwhile digital adoption strategy needs to assist and dir

Create product tours with Usetiful

Usetiful contains an advanced editor that enables you to build tours visually without any programming skills. Try it yourself with 14-day trial .