Brand Concierge data in Marketo Engage marketo-activities
Last update: October 27, 2026
CREATED FOR:
Beginner
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When Adobe Marketo Engage is connected, every visitor who fills in a form, books a meeting, or starts a live chat becomes a person record in Marketo, and their concierge engagement is written to that record as native activity types. That means you can build Smart Lists and Smart Campaigns on concierge behavior exactly as you would on any other Marketo activity.
NOTE
Live chat and meeting booking themselves do not require Marketo Engage. Without it, the data described on this page stays in Adobe Marketo Qualifier. See Live chat and meeting booking overview.
Lead creation and source attribution lead-creation
A person created through a concierge is tagged so you can always tell where they came from.
Field
Value
Person Source
Brand Concierge
Original Source Type
Chat
Original Source Info
Concierge
Registration Source Type
Chat
Registration Source Info
Concierge
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Activity types activity-types
Three native activity types are pushed to the person record. All three are available as triggers and filters.
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Engage with Concierge engage-with-concierge
Logged when a visitor engages with the concierge.
Attribute
Description
Concierge Name
The concierge the visitor engaged with
Conversation ID
The identifier of the conversation. Use it in Composer to open the full transcript
Page URL
The page where the engagement happened
Created At
When the conversation was created
Duration
How long the conversation lasted
NOTE
Some attributes on this activity type, including topics discussed, summary, and language, are planned for a future release.
Schedule Meeting in Concierge schedule-meeting
Logged twice for a single booking, which is what lets you separate intent from outcome.
First, on initiation: the visitor selected the option to schedule a meeting and the booking form appeared. Meeting status is Started.
Attribute
Description
Meeting Status
Started
Page URL
The page where the visitor initiated the booking
Concierge ID
The concierge the visitor engaged with
Person ID
The Marketo person record
Then, on booking: the visitor confirmed a slot. Meeting status is Scheduled.
Attribute
Description
Meeting Status
Scheduled
Sales Representative Name
The representative the meeting was booked with
Sales Representative Email
The representative’s email address
Scheduled For
The date and time of the meeting
Meeting Duration
The length of the booked meeting
Routing Type
The routing type that selected this representative
Page URL
The page where the visitor booked
Concierge ID
The concierge the visitor engaged with
Person ID
The Marketo person record
TIP
Build a Smart List of people whose Meeting Status is Started but not Scheduled to find everyone who started booking a meeting and abandoned it. That is a ready-made nurture or retargeting audience.
Engage with Live Chat in Concierge engage-with-live-chat
Logged after a live chat ends.
Attribute
Description
Conversation Status
Ended if the chat was closed deliberately, Dropped if the visitor left the site and the chat timed out
Notified Agents
The email addresses of every representative who was notified of this chat
Conversation score is the highest-value attribute here, because a human who actually spoke to the visitor set it. Use it for lead scoring, retargeting, personalization, and handoff to sales and CRM.
Use concierge data in a Smart Campaign smart-campaign
In a Smart Campaign’s Smart List, search for concierge to see everything available.
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Category
Available items
Triggers
Engages with Concierge, Engages with Live Chat in Concierge, Schedules Meeting in Concierge
Filters > Activity History
Engaged with Concierge, Engaged with Live Chat in Concierge, Scheduled Meeting in Concierge
Filters > Inactivity Filters
Not Engaged with Concierge, Not Engaged with Live Chat in Concierge, Not Scheduled Meeting in Concierge
Drag a trigger or filter onto the canvas, then select Add Constraint to narrow it.
Constraints constraints
Trigger or filter
Constraints
Engaged with Concierge
Concierge Name, Page URL, Created At, Duration, Date of Activity
Scheduled Meeting in Concierge
Concierge Name, Sales Representative Name, Meeting Status, Scheduled For, Meeting Duration, Routing Type, Page URL, Date of Activity
Engaged with Live Chat in Concierge
Concierge Name, Sales Representative Name, Conversation Status, Conversation Score, Start Time, Accepted Time, End Time, Closed By, Duration, Discussed Topic, Page URL, Language, Date of Activity
