Complete Guide

How to Improve Intercom: Complete Guide to Effective Communications

Keep reading to learn how to set up segmentation, tagging, automated series, and personalized messages in Intercom — and at the end, we'll show you how to automate lead enrichment without development involvement using iCombooster.

Reading time: 8 minutes Level: Intermediate

1. Audience Organization and Segmentation
2. Campaign Automation via Outbound and Series
3. Message Personalization
4. The Solution: Automate Everything with Icombooster
5. Want to Test It?

Audience Organization and Segmentation

1.1. Dynamic Segments

Segments are groups of users that are automatically formed based on set rules. For example, you can create a segment of all new subscribers or those who haven't logged into the product for more than 30 days.

Screenshot: Setting up dynamic segments in Intercom

Benefit: Always up-to-date audience for targeted campaigns.

How to set up:

In the Contacts section, click + Add filter
Select the needed attributes (registration date, last seen, demographics)
Save the segment with a clear name

1.2. Manual Tags

Tags are applied manually (or through Workflows) to individual users or conversations and help group VIP customers, beta testers, or mark leads for partnerships.

Screenshot: How to tag users in Intercom

When to use: For one-time labels ("Beta tester", "Event lead") or when automatic filtering is impossible.

Campaign Automation via Outbound and Series

2.1. One-time Outbound Messages

Outbound allows you to send targeted messages (chat, email, banners, push, surveys) based on user actions.

Example: Send welcome series to those who logged into the product for the first time.

Screenshot: Creating Outbound messages in Intercom

Key Steps:

Create Message

Via Outbound → New message

Choose Channel

Email, Chat, Banner

Set Triggers

Page viewed, event, user attribute

Publish

Activate campaign

2.2. Series — Multi-channel Scenarios

With Series, you build end-to-end campaigns with multiple steps and channels: email → chat → banner → survey.

Screenshot: Building Series in Intercom

Rule Block

Filter for user entry into series

Message Block

Sending specific message

Delay Block

Pause between steps

Tag Block

Apply tags automatically

Video: Enriched users demonstration in action

Message Personalization

When attributes and tags meet text

Dynamic personalization using user attributes and company data makes your messages feel truly personal.

✨ Live Personalization Demo

Before (Generic):

Hi there, you'll love our new feature…

After (Personalized):

Hi {{user.name}}, as {{user.current_position_title}} at {{company.name}}, you'll love our new feature…

The Joy: It looks like you're personalizing everywhere.

The Pain: If attributes (role, company) aren't filled — you get "Hi John, as at , …".

The Solution: Automate Everything with Icombooster

Current Reality Check:

❌ 80% of leads remain without enrichment and proper tagging

❌ SDRs manually search LinkedIn to determine if leads are qualified

❌ "Hot" leads slip through because they look like regular prospects

What Icombooster Delivers:

What We Provide

How It Works

40+ enriched fields

Funding, Tech Stack, Company Size, Location — instant context

ICP score & auto-tags

Every lead gets 1–10 score and relevant tags automatically

Instant integration

OAuth + Webhook setup in 2 minutes — no coding required

Auto-launch Outbound/Series

Everything triggers automatically when a lead appears

💡 Complete no-code solution — zero developer involvement required.

Video: See how Icombooster enriches leads automatically in Intercom

Want to Test It?

Book a demo and see the difference automation makes → /demo

What You Get in the Demo:

No DevOps Required

Zero development work — setup in minutes, not weeks

Instant Results

See live enrichment working immediately after connection

No-Code Workflows

Visual builder — create complex automation without coding

Difference you will see

Before

Manual lead research
Inconsistent follow-up
Missed opportunities
Time-consuming processes

After

Automated enrichment
Smart lead scoring
Instant qualification
Systematic follow-up

More automation = Less routine work.

More qualified leads = Fewer missed deals.

Supercharge Your
Intercom Experience

Stop wasting time on manual lead research. Get instant enrichment and ICP scoring.

Your Intercom deserves enterprise-grade lead intelligence.

Transform Your Intercom Now

40+ enriched fields
automatically added to every lead

2 min setup time
with zero coding required