Setting up Intercom for a SaaS service (notifications, onboarding, analytics, FinAI)
Setting up Intercom for a SaaS service (notifications, onboarding, analytics, FinAI)
About the project
I am looking for an Intercom specialist to set up a user engagement system in a SaaS service (landing page builder).
The goal is to increase user activation and conversion to payment through proper Intercom setup.
What needs to be set up
1. Onboarding and welcome messages
Set up a message chain:
- Welcome message for new users
- Messages if the user:
- has not created a landing page
- has created one but not published it
- has reached the limit
- has stopped using
2. In-app notifications and popup
Set up:
- Popup notifications
- Chat messages
- Badge notifications
Scenarios:
- onboarding
- activation
- pushing to payment
- user return
3. Checklist inside Intercom
Create an onboarding checklist:
Example:
- Create the first landing page
- Add blocks
- Publish
- Download
4. User segmentation
Divide users:
- new users
- active
- inactive
- paying
- hit the limit
And set up separate messages for each segment.
5. Email and newsletters through Intercom
Set up:
- onboarding email
- user return
- notifications about new features
- pushing to payment
6. Intercom analytics
Set up:
- activation rate
- conversion to paid
- engagement
- retention
7. FinAI
Need to:
- Set up FinAI
- Train on the knowledge base
- Set up auto-responses
- Set up dialogue routing
About the product
SaaS service — landing page builder
Audience — entrepreneurs, product managers, marketers
Traffic is already there, the task is to increase engagement and payment
What is important
- Experience setting up Intercom for SaaS
- Understanding of product analytics
- Experience building onboarding funnels
Work format
- Consultation + setup
- Possibly several calls
In your response, please include
1. Your experience with Intercom
2. How you would approach the task
3. Cost of consultation/setup
Current freelance projects in the category Client Management & CRM
Launching an online programming and IT school for children: website, platform, CRM, and automation
29 USD
Need help launching an online programming and IT school for children and teenagers in Germany. We already have an offline programming school for children, experience conducting classes, the first online groups, and an understanding of the product. Now we need to properly… Tuition, Client Management & CRM ∙ 4 hours 51 minutes back ∙ 7 proposals |
Consultation and preliminary audit of business processes for CRM implementationWe are a small company that imports cars. We need to build a CRM system, as we have not used anything before. For this, we require consultation on choosing a CRM system, as well as, based on business processes, getting answers to questions about where the weak points are, what… Client Management & CRM ∙ 7 hours 5 minutes back ∙ 9 proposals |
Need an expert in WhatsApp and Instagram to reduce account bans.
200 USD
We are looking for a specialist with practical experience working with WhatsApp and Instagram for a business with a high volume of incoming messages. We have a company that actively uses WhatsApp and Instagram to communicate with clients. We regularly face account blocks,… Consulting, Client Management & CRM ∙ 3 days 11 hours back ∙ 5 proposals |
CRM integrator for setting up and controlling the transfer of leads from advertising to KeepinCRMDescription of the task: We are looking for a specialist in integrations for ongoing collaboration on our advertising projects. We have several contractors launching ads (Meta Ads, Google Ads) on websites and lead forms. It is necessary to set up and monitor the correct… Lead Generation & Sales, Client Management & CRM ∙ 5 days 7 hours back ∙ 23 proposals |
WABA setup with integration into SendPulse
Previously, the WhatsApp business account was connected through a Polish FOP, and the system was functioning correctly. Currently, the Polish FOP is unavailable, so reconnection and setup of WABA through a Ukrainian FOP is required. The current account is deactivated, and… Enterprise Resource Planning (ERP), Client Management & CRM ∙ 8 days 6 hours back ∙ 9 proposals |
Kyiv