Open the match preview
After you click Next on step 1, Octopods runs your filter against the selected Intercom workspace and takes you to the Matching Contacts page. The progress indicator advances: step 1 shows a green checkmark, step 2 is highlighted, and step 3 is next.
The page header reads “Matching Contacts” with the subtitle “Review your matched Intercom contacts based on the filters you selected.”
Read the match count
A blue info box near the top tells you how many contacts matched:
“There are X users and leads matching your rules for this message. We only display the first 150 matches as a sample.”
The bolded count is an estimate. Hovering over it shows: “We only provide an estimate number of matching contacts. Absolute matching numbers won’t be determined until you set your broadcast live.” At send time, Octopods filters again to remove duplicates and contacts without valid phone numbers, so the final delivered count may be slightly lower than the estimate.
Inspect the contact sample
Below the info box, up to 150 matched contacts are listed in a table with these columns:
ID — the Intercom contact ID
Name — the contact’s name
Email — the contact’s email
Phone — the phone number that will receive the broadcast
Actions — a View in Intercom button that opens the contact’s profile in Intercom in a new tab
Use the sample to spot-check that the contacts you expected are showing up — and that contacts you didn’t intend to reach are not.
Handle a no-match result
If your filter found zero contacts, the table shows an empty state: “No matching contacts. No matching contacts were found. Rebuild your filters and try again.” You cannot proceed — the Next button stays disabled.
Click Back to return to step 1 and adjust your filters.
Handle “Too many contacts”
A single broadcast targets up to 10,000 contacts. If your filter matches more than that, a red warning appears at the top of the page:
“Too many contacts. Your matching contacts exceeded the maximum number of 10,000 contacts. Rebuild your filters to target fewer contacts and try again.”
The Next button stays disabled until you narrow the audience. Click Back and tighten your filters — for example, by adding a tag, segment, or date range.
Adjust filters to reshape the audience
If the preview isn’t quite right:
Click Back at the bottom left to return to step 1.
Add, remove, or change filter rules — or adjust the AND/OR logic between groups.
Click Next again to see the updated match count and sample.
Iterate here until the estimated count and the sample look right for the campaign you’re planning.
Proceed to composing the message
When the match count is above zero and at or below 10,000, the Next button is active. Click it to move to step 3, where you’ll compose your message.
What’s next