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 person information, interactions from Chatbot, will be available in Marketo in near realtime. 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 sync between Dynamic Chat and Marketo.

Person & 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 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 eight hours to 48 hours. Once the sync is completed, it’ll show you 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 attribute 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, and 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 have already have this token for the lead first name.

Right, 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, rates space step in your stream, it is logged as an activity under that person object in Marketo. For example, here, I’ve added SMM case study as a goal, after asking question 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 Marketo.

Any lead captured through Dynamic Chat, you’ll be able to see those leads in Marketo with a Person Source as dynamicChat.

And all the activities, or the interactions with the Chatbot will be logged into Person’s Activity Log here. And you can see, the activity shows the news activity types.

And here is 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 the lead qualification, or triggering next set of Marketing touch points with that lead, or for leads 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. -