[Event Concluded] Ask Me ANYTHING about Dynamic Chat, featuring our Product Experts

[Jon_Chen]

**This event has concluded. Please check out the discussions below!

We are back with our re-branded Ask Me Anything series, formerly known as the Community Coffee Breaks! In light of the recent changes which grant Dynamic Chat Select to all Marketo Engage packages, we wanted to host a 1-hour AMA with our product expert @Sreekanth_Reddy.

Use this AMA as an opportunity to ask about this latest automatic addition to your Marketo instance, how to check if you have access as the Dynamic Chat Admin of your instance, adding or removing any users from Dynamic Chat, what to do if you see unauthorized users in your admin console, and any other access-related questions!

You can also use this as an opportunity to ask more general, feature-specific questions about Dynamic Chat. We have included some examples below to help you get started:

1. UI/UX: How can I adjust the size of Dynamic Chat to ensure it displays correctly across different devices (desktop, laptop, and mobile)?
2. Customization: Is it possible to configure Dynamic Chat to only appear during specific business hours, and can we offer different messages when agents are offline versus online?
3. Lead Management: How do I prevent Dynamic Chat from creating a new lead every time an email is captured, and only create leads under specific conditions?
4. Debugging: What are the best practices for debugging Dynamic Chat, and how can I troubleshoot issues where the chat is not functioning as expected?
5. Use Cases: What are some common use cases for Conversational Forms in Dynamic Chat, and how can they be effectively used for booking meetings or offering downloads?
6. Integration: How can I integrate Dynamic Chat with my CRM or Marketo platform to pass key engagements to Sales in real-time?
7. Best Practices: What are some best practices for implementing Dynamic Chat in a marketing strategy, especially for B2B lead qualification?
8. Activity Data: Why is Dynamic Chat activity data not syncing with Marketo, and what steps can I take to resolve this issue?
9. Multilingual Support: How can I configure Dynamic Chat to support multiple languages dynamically based on user location or preferences?
10. Conversational Flows: What are the limitations on the number of Conversational Flows in Dynamic Chat, and how can I efficiently manage these flows?

Please note that this text-only AMA takes place as a discussion post on the Marketing Nation Community. If you are unable to make this live event, you can always publish your question in the thread now! 

Additional follow-up resources to be added here.

• Best practices to get started with Dynamic Chat
• Yes, you can use Dynamic Chat even if you do not want to use chatbot
• Convert any link or button to drive faster qualification or meeting booking
• Conversational Flows and Marketo Engage Forms

REQUIREMENTS TO PARTICIPATE

1. Your post in the dedicated thread must be:
1. Related to access to Dynamic Chat as an Admin or regular user.
2. General questions or comments about Dynamic Chat.
2. Please be sure to REFRESH the page frequently so you don't miss responses from our PMs or new questions/comments.
3. To post a question or comment, you must be signed into the Marketing Nation Community during the 1-hour period, on October 8^th, between 9am – 10am PST. You do not need to login if you aren’t submitting a question or comment.
4. For maximum visibility, please tag our experts in any of your posts on the dedicated thread by following the format “@username” (e.g. @Sreekanth_Reddy)
5. If you are unable to attend, you can always post your question or comment in advance.
6. All AMAs are TEXT-ONLY, meaning there is no webinar, video call, or recording. All questions and answers will occur on this thread.

[chelseadidio]

@Jon_Chen 

Is there existing functionality to be able to fire a chat bot based on a specific list of target account domains? 

We have target account lists and want to show specific messages to different lists, how can we accomplish this and where would the list be uploaded or come from a smart list? This would need to be at the account level, not contact. 

We have complex routing and today use URLs to determine who gets which chat, is this yet possible in DC? I still dont see it as an available attribute. 

Thank you for any insights!

[Sreekanth_Reddy]

Is there existing functionality to be able to fire a chat bot based on a specific list of target account domains?

-- you can do it following ways

• By creating a criteria of email contain "@ab.com" in dialogues
• By creating a smartlist and use "Member of smartlist" in dialogues

We have complex routing and today use URLs to determine who gets which chat, is this yet possible in DC? I still dont see it as an available attribute. 

-- Create a custom attribute and sync it into Dynamic Chat

-- Add an action card before the live chat card, update the page URL into this custom attribute

-- Use this attribute to create custom routing rules

 

[chelseadidio]

Thank you so much! 

We are trying to replicate Drift functionality in DC.

For target domains, we need to be able to do this at scale not 1:1. When using member of  a smartlist would it only fire for certain contacts with that noted domain? We need it to fire for domains specifically because we do not always know the exact contact on our site until they get cookied. 

Appreciate the note on routing rules, that seems like it would work for us! 

[Sreekanth_Reddy]

We need it to fire for domains specifically because we do not always know the exact contact on our site until they get cookied. 

-- Resolving a lead profile is a mandatory set to ensure we resolve the right conversation

-- Resolving lead today can happen in 3 ways : 
      --- based on Marketo cookie --> When it resolves by cookie, this is where member of smart list can come into picture  

      --- based on IP and leverage inferred data

      --- based on 3rd party data like Demandbase 

[Jon_Chen · Accepted solution]

This event is now OVER. Thanks to everyone who attended and stay tuned for our next AMA. Be sure to review all the insightful questions and resources provided by our members and PM. 

[ShannonKelly1]

Hi, I have a published Dialogue that has received activity. Goals are set in the Stream Designer. The Reports tab is empty for Known and Unknown visitors. What would cause this? I expected to see engagement reporting. 

[JohnDictson]

Hi Shannon,

If you can confirm that the Dialogue has had activity and it is more than 24 hours after the activity occurred and you still don't see the activity reflected in the reporting, I would suggest contacting support for further troubleshooting as this is unexpected behavior.

Regards,
John Dictson

Sr. Product Manager

Adobe

[lillyfalcon]

Hi @Sreekanth_Reddy,

We are new to Dynamic Chat and trying to get my head around 5. Use Cases: What are some common use cases for Conversational Forms in Dynamic Chat, and how can they be effectively used for booking meetings or offering downloads?

I'd like to test this sort of Conversational Flows but I can't find any inactivity triggers available? 

1. Resource Download Follow-Up Flow

   • Trigger: Visitor clicks the "Download" button for a free resource but shows signs of navigating away from the website (e.g., moving their mouse towards the exit button).
   • Flow:
     • Chat Prompt: “Before you go, would you like to explore more resources or schedule a consultation to discuss your legal needs?”
     • User Options:
       • Explore more resources
       • Schedule a free consultation
     • Next Steps:
       • If Explore more resources: Offer a related resource (e.g., “We also have a guide on business disputes that might be helpful. Would you like to download it?”)
       • If Schedule a free consultation: Direct the user to a calendar to book an appointment.

2. Webinar Registration Retargeting Flow

   • Trigger: Visitor lands on the webinar registration page but does not complete the registration form within a defined time (e.g., 30 seconds of inactivity).
   • Flow:
     • Chat Prompt: “We noticed you’re checking out our webinar. Need help registering or more info about the event?”
     • User Options:
       • Register now
       • More info
       • See other webinars
     • Next Steps:
       • If Register now: Collect email directly through chat to complete the registration.
       • If More info: Provide a brief description of the webinar and prompt them to register.
       • If See other webinars: Offer a list of upcoming webinars to choose from, helping users find the most relevant event for their needs.

I also have a question around calendar integrations, is it possible to integrate with platforms other than Gmail or Outlook?

Thanks 

Lilly

[JohnDictson]

Hi @lillyfalcon,

There aren't currently built in triggers for mouse location or inactivity, but you can still achieve these use cases by adding a custom trigger to your website to call the Conversational Flow SDK based on cursor position or inactivity.

Regarding calendar integrations, we currently only support Outlook and Gmail and don't have any immediate plans to extend support, but would be interested to hear what other providers you would be interested in having support for.

Thanks for your questions. Let us know if you have any more questions or need further clarification on anything!

John Dictson

Sr. Product Manager

Adobe

[JamesBaird]

Hi there, 

Here are my top questions, thank you so much!

1. Chat Flow Restart and Routing:
   • Current Limitation: At present, we cannot programmatically restart chat flows or route individuals back to earlier points within the flow, specifically in the context of using Conversational Flows as modular, invokable logic.
2. Scraping UTM Parameters:
   • Current Limitation: The ability to scrape UTM parameters from pages where Dynamic Chat is triggered. We can't access these in the flow designer. 
3. JS Callback Library Extension:
   • Feature Suggestion: I propose extending the JavaScript Callback Library to include Goal is reached event listeners.

[JohnDictson]

Hi @JamesBaird,

1. We do not currently have a "restart chat" option, but you can route visitors back to an earlier point in the conversation by dragging the endpoint of any node in the flow back up to a previous node in the flow. 
2. We have plans to support UTM parameters, but no confirmed ETA at this time
3. This is a great suggestion. We'll add it to our list of customer enhancement requests.

Thanks for your questions and feedback. Let us know if you have any more questions or need additional clarification!

John Dictson

Sr. Product Manager

Adobe

[derelict_wombat]

#2 is on my list as well that I've been meaning to ask about.  I need to capture the Adobe Analytics Campaign variable (similar to UTM) in order to properly attribute what drove someone to the site before they converted via chat.