Activate your Marketo Integration with Dynamic Chat

Transcript

Hi everyone, in this video let’s talk about Marketo integration with dynamic chat. Dynamic chat is built very closely with marketo such that any personal information interactions from chatbot will be available in marketo in near real time. This will enable you as a marketer continue to have marketo as a single database and also retarget leads from chatbot across other channels. Here, I’m highlighting the objects that are synced between dynamic chat and marketo. Person and company objects are synced both ways between dynamic chat and marketo engage. And we have also introduced four new activity types. And these activity types are used to capture the interactions of a visitor with the chatbot and push them into marketo. Let’s look at how you can use these objects in dynamic chat and also in marketo. First to activate marketo integration in dynamic chat, login to dynamic chat through experience.adobe.com click on integrations and here you will see an option to initiate the sync with marketo. You can also see the munchkin id of your marketo instance to which data will be synced. Click on the initiate sync to activate the marketo integration. Depending on your marketo subscription database size, the sync might take anywhere from 8 hours to 48 hours. Once the sync is completed, it will show you a status successfully synced. It is mandatory that you initiate the sync before you publish any of your dialogues. Next, let’s start with audience criteria. So while you design any dialogue, in the audience criteria, you can use person and company attributes to define the persona whom you want to target. Let’s say here I would like to target everyone who doesn’t have an email address. So I would keep person email is empty. Like this I can use any combination of person and company attributes to define my audience criteria. Next, in the stream designer, you can use tokens to personalize your conversation. So in all text editors, here is an option to add tokens. It supports both person and company attributes. I’m starting with person attributes. So let me select person first name. I will give a default value and add it as a token. So I already have this token for the lead first name. And click save and that will be saved. Based on the person information available, these tokens will be resolved during the conversation with the visitor. Next, when you capture person’s information, let’s say in the question card, you can see in a question, you ask a question and provide the responses. And if you wish to save these response against the person object or company object, you can see an option which says map response to an attribute. You can choose any of the person or company attribute against which you would want to save the visitor response. And same you can do this even with the information capture card. Next, using adding goals in your stream. So goals are used to capture the inflection points in a conversation. So whenever a visitor during the conversation reaches a specific step in your stream, it is logged as an activity under that person object in Marketer. For example, here I’ve added SMM case study as a goal after asking question if you would like, if the visitor would like me to send a case study on the SMM. And he says, yes, then I have marked the goal SMM case study. Next, let’s jump into Marketer. Any lead captured through dynamic chat, you’ll be able to see those leads in Marketer with the person source as dynamic chat. And all the activities or the interactions with the chat bot will be logged into person’s activity log here. And you can see the activity shows the news activity types. And here’s another interesting part. So as we have introduced four new activity types, it also introduced four new filters and triggers under a dynamic chat folder. So you can use these triggers and filters to design your smart campaigns for lead qualification or triggering next set of marketing touch points with that lead or for lead scoring and et cetera. These filters and triggers can be used just like any other standard triggers and filters and will be available in all smart campaigns. That’s it. Thank you so much.