Overview

Provide excellent customer service experiences by knowing everything about the customer you’re talking to. Have their loyalty data pushed into their customer profile in Intercom to provide fast and accurate information and suggestions.

Follow this guide to integrate your Intercom account with Lootly.


Setting up the integration

Step 1: Add Intercom to your active integrations

  • Go to Integrations from the main menu in Lootly - > choose Intercom:

  • Click Connect and login into your Intercom account. Once permissions are allowed the integration is complete.

  • Save your changes.

Step 2: Display Lootly in Intercom

  • Click Inbox

  • Click Edit within the side panel (on the top right hand side) and then “+ Add Card” to bring up a list of apps whereby you should be able to select Lootly.


How the integration works

The integration will stream loyalty data into Intercom whenever a customer's point balance changes.

If someone earns/spends points, Lootly will send updated loyalty data to Intercom.

Lootly will send the following data points:

Point balance

VIP tier

Birthday

Referral url


You're all set!

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