How To Create Storyboards Using Intercom

It’s easy to create great paid search custom storyboards using Intercom data! On top of that, you can even mix other PPC data sources into a single visual or storyboard.

Connect Your Account

It’s very easy to connect your Intercom account to Optix. It requires only 2 quick steps:

  1. In your Data Manager, choose “+ Add Data Source” and click on “Intercom.”
  2. You’re then redirected to Intercom. Sign in as usual and allow Optix to access your Intercom data (don’t worry – we only use it to generate your storyboards!).

As a sign of success, your account will now appear in your Data Manager main screen. You’re now ready to create your Intercom storyboard!

Visual KPIs, Metrics, and Dimensions

Visual KPIs from the Visual Library

Assigned Conversations
Closed Conversations
New Conversations
New Users

Open Conversations
Total Companies
Total Contacts (Leads)
Total Conversations

Total Segments
Total Tags
Unassigned Conversations

Metrics

Assigned Conversations
Closed Conversations
New Conversations
New Users

Open Conversations
Total Companies
Total Contacts (Leads)
Total Conversations

Total Segments
Total Tags
Total Users
Unassigned Conversations

Dimensions
(Group-by Fields / Filters)

Admin Name
Date
User Segment
User Tag

    

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