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
