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Yes, you can use Dynamic Chat even if you do not want to use chatbot

Sreekanth_Reddy
Marketo Employee
Marketo Employee

Do not have a immediate plan to use chatbot for Marketing or Sales?

No problem! you can use Dynamic Chat to extend the engagement of your form fills and its super simple to use. 

 

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Conversational Forms 

Make Marketo Engage Forms conversational by integrating them with Dynamic Chat Conversational Flows

 

Use Cases

Depending on who is filling the form trigger different flows. Here are some usecases for which you can leverage this feature:

  • Drive meeting bookings for qualified leads
  • Recommend content based on what lead is interested in
  • Connect qualified leads to sales through live chat
  • Ask more qualified questions
  • Share a gated content
  • Many more...

How does it work?

Its just 3 simple steps:

  1. Design a flow that you would like to trigger in Conversational Flows (Dynamic Chat)
    Screenshot 2024-05-20 at 7.12.46 PM.png
  2. Goto your Marketo Form > Form Settings

    Screenshot 2024-05-20 at 7.14.59 PM.png
  3. Enable Conversational Flow Settings and set your condition for triggering

    Screenshot 2024-05-20 at 7.15.57 PM.png

Here is a step by step tutorial that can help you get started in minutes:

https://experienceleague.adobe.com/en/docs/marketo-learn/tutorials/dynamic-chat/conversational-forms

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Best part is, you can leverage all the this today at no additional cost! Let us know how you plan to leverage this feature for your business.

 

Important Notes:

  • We have provisioned Dynamic Chat to all Marketo Engage customers
  • User management of Dynamic Chat is different from Marketo Engage (it done through adminconsole.adobe.com)
  • By default Marketo admins are added as Dynamic Chat product admins (tutorial)
  • If you do not have access please reach out to your admin to provide you the access 
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7 Comments
Christiane_Rode
Level 7 - Community Advisor + Adobe Champion

Thanks for putting this together! I was too concerned with the "chat" piece that I wasn't looking into some of the more out of the box uses. This is very helpful!

Zoe_Forman
Level 9 - Community Advisor + Adobe Champion

Thanks @Sreekanth_Reddy for the introduction to this in our call today, I had 'ignored' this feature as I thought I need to have Chat BOT active.

I'll be experimenting with this in coming weeks.

IButeneers
Level 1

Great! Thanks for sharing @Sreekanth_Reddy. I've one of these use cases on my plate, let's see if we get there! 

Vinay_Kumar
Level 9 - Community Advisor

This is great, even if you're not ready for a full-fledged chatbot experience, you can leverage Dynamic Chat's capabilities to create more engaging forms.

suanntan
Level 3

This is great! Thank you for sharing

Loressa_Copelan
Level 2

Good information, and good to know.  Thanks for sharing!

nmillar
Level 3

This is awesome! I didn't realize you could use this for forms as well!