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Send recurring surveys in Intercom
Send recurring surveys in Intercom
Alex Bitca avatar
Written by Alex Bitca
Updated over a week ago

Unfortunately, Intercom's automated in-app messages do not support recurring schedules. This means that you cannot repeatedly display the same message to a customer every time they match a specific audience rule.

Fortunately, there is a solution, which we will cover in this tutorial.

IMPORTANT: Before getting started, make sure that you have already configured an Intercom survey campaign in Retently.

Start with copying the existing campaign that you are using currently for surveying your audience. Make sure the rules are set up correctly, or update them if you want to slightly adjust your audience settings. Once saved, repeat this process several times, to ensure that you have multiple campaigns for contacts that participated in a campaign more than once.

For each one of the newly created campaign, we will have to add another set of rules.

For the first survey message, your audience configuration should look like this:

  • Audience segment: your main audience segment.

  • Retently last survey count -> is -> 1

  • Retently last survey last occurred -> is more than -> 180 days

For the second survey message, your audience configuration should look like this:

  • Audience segment: your main audience segment.

  • Retently last survey count -> is -> 2

  • Retently last survey last occured -> is more than -> 180 days

The third and fourth survey audience rules are identical to the second one's, with a small adjustment: Always increase the survey count.

This is required in order to make sure that customers will not receive multiple surveys at the same time. Since every time a customer received a survey, the Survey count event is increased in their profile, you can easily use this event to your advantage.

This way, a customer will never receive the second survey if they haven't received a first one yet, and the third survey will not be triggered in 180 days if the customer did not receive the second survey yet.

You can adjust the survey schedule to your needs, and if you need any help with the setup, get in touch with us and we will be glad to assist you.

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