What are Contacts?
Contacts represent your leads and users in Intercom. You can manage contacts with a role of lead
or user
with the Contacts API.
What's the difference between a visitor, lead, or user?
Any unknown visitor to your site who’s not logged in and has no conversation history with you is considered a visitor.
As soon as a visitor starts a conversation with you, or replies to an outbound message, they become a lead. A lead becomes a user when they sign up to your product, or log into an existing account.
If you need to take actions such as updating, retrieving, deleting, or converting a visitor you can do so using the Visitors API.
With the Intercom Messenger installed, you can start collecting contact data immediately. You can merge a contact with a role of lead
into user
with the API as long as you have the id
values for both.
How can I identify a contact?
Contacts are assigned two identifiers, an external_id
that you define and an Intercom assigned id
.
In order to get, update, or delete a Contact, you will need to have access to the Intercom assigned id
value.
What are custom attributes?
Data Attributes are metadata used to describe your contact model. There is a list of standard attributes collected automatically by Intercom, but you can set your own with custom attributes to aggregate more data about your users.
You can create a custom attribute for your Contacts by using the Data Attributes API and specifying contact
as the model.
What is a segment?
A segment is a group of contacts defined by rules (or filters) that you set. You can create segments for every key group of contacts you'd like to send a message to - for example:
- Contacts who have yet to take action
- Contacts based in a certain geographic area
- Contacts who signed up less than 7 days ago
You will need to update a contact's segments in the Intercom UI. However, you can use the Segments API to list all segments. You can use the Segments API to list segments attached to a contact or alternatively can use the Contacts API.
What's next?
- Import your existing contacts into Intercom by following this guide
- Create a new contact using the API
- Use the API to merge a lead and a user