Connect Dynamic Chat to Marketo

After you’ve completed the initial setup, it’s time to perform the one-time sync connecting Dynamic Chat to your Marketo subscription.

  1. In My Marketo, click the Dynamic Chat tile.

    NOTE

    If you don’t see the tile, reach out to your Marketo Admin.

  2. If you’ve previously accessed an application with an Adobe ID, you’ll be taken straight to Dynamic Chat. If not, set up your Adobe ID.

  3. To connect your Marketo instance, select Integrations.

  4. On the Marketo card, click Initiate Sync.

  5. Select up to 50 standard or custom fields from your Marketo instance to sync to Dynamic Chat for use in audience targeting, data mapping, and personalization. Click Next when done.

    CAUTION

    At this time, attribute selections cannot be changed after the initial sync. When the sync is done, you can only go back and add more (if you chose less than 50).

  6. Review your selections (reminder: you cannot remove attributes post-sync, so click Edit Selections if you need to change any in this step). Click Confirm when done to initiate the sync.

NOTE

It can take anywhere from 2 to 24 hours for the sync to complete, depending on the size of your database.

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