Adobe Marketo Dynamic Chat - PerfectionGeeks

The Ultimate Guide to Adobe Marketo Dynamic Chat

April 10, 2023 02:21 PM

Adobe Marketo Dynamic Chat

Customers today expect everything to be speedy, whether that's getting their questions answered or going directly into the specifics of a product or service to see if it addresses their issues. For a long time, they were forced to rely on voice commands to enjoy the convenience of conversing with human agents about their concerns or questions. However, this is no longer the case due to the advancement of technologies such as machine learning and artificial intelligence. Customers can just go to the chat area of an online product, preferring smartphones, and find all the information they're looking for.

Although the user experience may appear effortless and human-like, the backend is managed by powerful and robust conversational AI tools such as Adobe Marketo Dynamic Chat, which is used for two purposes by companies:

  1. Assist brands to have an available agent at all times to make sure no human issue goes unanswered. This increases conversions.
  2. Give customers the answers they require, the fulfilment they deserve, and the experience they've always wanted.

An effective addition to a company's cross-channel strategy, dynamic chat marketo engages with your customers on your website based on their interests and browsing habits, and results in the most powerful engagement. This blog will inform you about this incredible AI chatbot developed by Adobe and how you can use it, and then conclude with the information you need to know before moving forward with it.

Introduce dynamic chat Marketo Engage

Dynamic Chat is a chatbot service developed by Adobe that enables brands to design unique experiences for each web user. It integrates natively into Adobe Marketo Engage, a next-generation technology for marketing automationplatforms that allows companies to communicate with users across channels. An extremely useful tool for sales and marketing users, Adobe Marketo Dynamic Chat allows you to communicate with visitors on the web quickly and develop conversations based on the user's preferences, search history, and preferred products/services.

A few points worth noting are:

  • Dynamic Chat is a tiled dynamic chat that is already available on your Adobe Marketo Engage homepageli
  • If you prefer not to display the tile to all, Adobe has added another function called "Access Dynamic Chat," which allows admins to turn it off or disallow it for team members.
  • Every user who is enrolled in dynamic chat will have the person source as dynamic chat.
  • Adobe has also added new ways to define the interactions that a user has with chatbots.
  • They are Dialogue Engaged, Dialogue Goal Attained as well as Dialogue Appointment Scheduled. These are displayed in the activity record of an account.
  • It is reported that there are new filters and triggers to help design smart campaigns that determine the next steps (or lead score) of the visitor.
  • Inferred attributes are taken by the Dynamic Chat Munchkin cookie, which is identical to that of the Adobe Marketo Munchkin cookie (because both utilize a native integration). Thus, when a brand-new lead is created using Dynamic Chat, the inferred attribute gathered by cookies is simply transferred onto the record of the lead in Marketo's database. Marketo database.

These six components of Adobe Marketo Dynamic Chat

The following are the various modules available in the Dynamic Chat Marketo chatbot. Let's look at them:

  • Dialogues
    Like its normal definition as well, these are conversations that a chatbot has with the user. It has these crucial W’s, which are:
  • Where: This defines the various web pages on which you would like the chatbot to be displayed. You can specify multiple URLs to indicate "where".
  • WHO: This is the point where you develop your persona for the people you wish to have this dialogue with. You can add as many inferred, individual, and company attributes as you would like to create the persona of the visitor for this dialogue.
  • What: This is the point where you begin to create the conversation you want the chatbot to have with a particular user. You can create the entire conversation with Stream Designer via simple drag-and-drop actions, without having to write one code line of code. The user can include tokens (to personalize messages) and include emojis to make conversations more fun.

Cards that are available in the dialogue module

Adobe Marketo Dynamic Chat

Different cards are available in the Dialogue > Stream Designer section of the dynamic chat, which includes questions, messages, and information capture. Appointment scheduler, and goal. Goal. You can even match the user's responses to an attribute already present in the Marketo database. While other cards are simple to comprehend, Goal here specifies an important marketing touchpoint and can be used to further qualify leads. It is possible to even make new goals, or repurpose the ones you already have.

Dialogue Reports: What can you do to track?

Another key function of dialogue is that the dialogue area is called "Reports," which is where you can look up reports.

  • The number of times that the chatbot is initiated
  • How many visitors were involved?
  • Completed conversations
  • People who have acquired
  • Meetings scheduled
  • The goals are achieved.
The available dialogue templates:

In creating a dialogue, you can pick from the templates available for conversion of blog readers, lead qualification and generation, and event registration. Also, you can go with the creation of a custom dialogue if you like, according to your requirements.

  1. Making real-time adjustments to your dialog content in real-time.
    While previewing your dialogue using the Preview toggle in the Stream Designer card of the Dialogue module If you discover that something is wrongly entered or you want to alter the content of the dialogue, you can simply click on the magnifying lens against the dialogue box in the section called Preview to open it. It will bring you directly to your dialogue in the tree.
  2. Meetings
    This module provides the details of all meetings scheduled by guests with your marketing or sales representatives. Details include the agent’s name, the meeting scheduled, the present state of the meeting, the tentative meeting date, the conversation that led to the meeting, the dialogue that resulted in this meeting, as well as the date and time the meeting was scheduled.
  3. Calendar
    This module let’s all dynamic chat users in marketing and sales teams connect with their Microsoft Outlook and Google calendars. If a customer decides to make a booking for a meeting, Marketo fetches the agent's available time slot and displays it.

  4. Routing
    One of the most notable features of Dynamic Chat in Marketo Engage is the availability of multiple users. You can ask to have as many marketing and sales personnel connect their calendars with the Adobe chatbot, which will then be used by its routing feature.
  5. Routing is the process where you create the sequence in which your sales representative's calendar will be displayed to visitors as well as create custom routing rules. Adobe Marketo Dynamic Chat then shows the calendars in the round-robin style when users request this widget for meetings.
  6. Configuration
    It is normal for you to alter the appearance and experience of this AI chatbot to match your brand's image. The configuration module is the place you can get this. From colours, fonts, and sizes of fonts, up to your chatbot's name, as well as its avatar (or uploading a customised avatar), and privacy settings All of it can be altered in line with your branding.
  7. Integration
    Adobe Marketo natively integrates with Dynamic Chat. However, when you first go to this section, it will ask you to turn on the sync. Once the sync is complete, all prospects that will be gathered through Dynamic Chat will be transferred into Marketo in near time and reversed. The sync process takes about 24 hours, after which you can make the chat conversations and enable your customers to have customised chats via your chatbot .

Installation and configuration of Adobe Marketo Dynamic Chat

These are the steps required to configure the system and install Dynamic Chat:

  1. To configure and add the chatbot to your Adobe Marketo instance, you must initiate sync using the Integrations module. After you have done this, you can select up to 50 custom and native field types from your Marketo account to sync with Dynamic Chat.
  2. In the present, you need to style your chatbot to create a brand-relevant appearance. You can do this via the settings> Style section.
  3. Download the JS script snippets you can find in the Configuration > Installation Section of the HTML of every webpage on which you wish to show the chatbot.
  4. You can add the chatbot to any page hosted by Marketo by simply including the JS script in the Landing Page Activities > Edit Page Meta tags > Custom Head HTML.
  5. The only thing left is the design of your Dialogue.

Cross-channel marketing is seamless using Adobe Marketo Dynamic Chat.

Dynamic Chat from Marketo Engage is one of the best available tools for using conversational marketing. However, it's not its only positive feature. When you have every piece of data you require about a lead, you can make use of it to implement cross-channel strategies that span paid social, web, and email channels that are based on the lead's profile. You can even change lead scores, direct leads according to their interactions, and make trigger campaigns that follow up according to chat history.

In addition to this impressive AI chatbot capability, Adobe Marketo comes with many other ROI-driven functions to help you speed up, automate, and improve the quality of specific and personalised experiences. Contact us to meet the experts at Perfection Geeks and find out how you can maximise the benefits and ROI of Adobe Marketo Engage.

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