Initial Setup

Last update: 2023-09-29

Follow the steps below to set up Dynamic Chat.

Access Admin Console

NOTE

Admin permissions required.

  1. After Dynamic Chat is enabled for your Marketo Instance, the designated System Admin will receive a welcome email. In that email, click Get Started.

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

Add Users

  1. After logging in to the Admin Console, the next thing to do is add users. We have that process documented here.

Next, it’s time to connect Dynamic Chat to Marketo.

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