Come join us in this unique opportunity to unlock the full potential of Dynamic Chat! Curious about pulling in chat activities through APIs or using trigger tokens for dynamic sales alerts? Dive into the world of Conversational Forms, uncover innovative use cases, and gain insights into targeting leads acquired or updated by Dynamic Chat. Explore these topics and more in our expert-led event.
Register now and join us for an interactive Coffee Break filled with practical tips, strategies, and a dash of marketing magic. RSVP today for event reminders on mugs.marketo.com!
This text-only event takes place on the Marketing Nation Community. Post your burning questions, hot tips, key takeaways, and let’s chat about them! If you're coming from the Adobe Digital Leaders webinar on Dynamic Chat, you can use this Coffee Break session to ask any follow-up questions you might have! Our experts will be interacting live for that hour, but the conversation can continue!
For some guidance, here are some sample topics you can ask these experts about:
Additional follow-up resources to be added here.
Conversational Forms use case examples can be things like:
All of these use cases could be triggered on every form submission, on form submissions where a lead submits a specific value on a field in the form, or, for Dynamic Chat Prime customers, based on Smart List or Static List membership.
Product Documentation will be up next week on the Conversational Forms.
Can you clarify what you mean on the TAM question?
I was meaning more how can you use Chat to further target accounts flagged within TAM?
Another question - for custom routing rules, it is critical for us to be able to route chats based on the page they enter from. I am not seeing URL params as an option to build a custom rule. Any recommendation? The use-case is that our sales reps are not geo or industry focused, they are broken down by our products and services. Is there a good best practice for how to build custom rules so that if someone entered on X product page they get routed to X agent that supports that area?
Hi Steven, following up on my questions above. Also, can you send the link to the conversational forms product docs?
@chelseadidio sorry for the delay!
For TAM, if you have Dynamic Chat Prime you can use Member of Named Account and People Member of Named Smart List filters in a Smart List for targeting follow up submissions on forms, but Account Smart Lists are not yet supported.
Currently our custom routing rules are based on lead attributes; if they have a product of interest on their lead record (meaning they are known) you can route on that. Otherwise, you would need to have different dialogues configured for different product pages; you can use the URL targeting for that. We're looking at ways to enhance custom routing rules and will take your use case into consideration!
Here is the documentation for the Forms https://experienceleague.adobe.com/docs/marketo/using/product-docs/demand-generation/dynamic-chat/au...
Yes, in a couple ways:
When setting up the Dynamic Chat feature for scheduling a meeting, it appears that the Sales rep (the DC user with the connected calendar) will get a notification of the meeting...
- How does the prospect get notified of the scheduled event, beyond the date/time that is listed in the conversation window?
- Does a campaign need to be created to send an email to the prospect?
- Are there additional fields (information captures) that need to be collected in order to process the campaign?
- It almost appears the fields need to be collected before the actually scheduling so that the information is properly passed to the rep, is that correct?
- Do you need to create 2 separate dialogues that have similar streams to handle unknown vs known visitors? For example, when collecting email address, if known would like to confirm the email "on file" but if unknown need to collect the email address and name.