Your Marketo Engage instance is now equipped with a chatbot! What does this mean for your marketing team? In this session, we’ll dig into one of Marketo’s newest features, Dynamic Chat.

1. Digging into Marketo
Engage Dynamic Chat
North America Virtual MUG | October 11, 2023

2. What we’ll cover today
● Should you switch? (Dynamic Chat vs other chatbots)
● Setting up: Dialogues, Conversational Flows, and
Programs
● Equipping your sales team
● Reporting and analytics

3. PROS
● Chatbots are great marketing
tools - web users often prefer
this method of interacting
● Small investment
○ No additional cost*
○ Already integrated into Marketo
○ Fairly intuitive to use. Go live in 15
minutes!
● Native connections with Marketo
forms and other functionality
CONS
● Not as robust as some of the
other enterprise-level tools
● Live Chat notifications are
harder to respond to - more on
this later!
● Less robust reporting in
Salesforce
Should you switch to Dynamic Chat?

4. Getting
Technical: The
Setup Process
Just a high-level overview of what to expect!

5. Dialogues & Conversational Flows
Dialogues Conversational Flows
Dialogues are targeted—You design a conversation for a
specific page and audience based on parameters you
implemented.
Conversational Flows are triggered—You design a conversation
that can be triggered based on a visitor's action, like filling out a
form, clicking a link, etc.
Only supported in the Chatbot interface. Currently supported in a pop-up interface, with more interfaces
planned.
Multiple Dialogues can be created for the same segment of
leads, with a priority order so each visitor sees the Dialogue in
sequence by priority as they continue to engage.
Conversational Flows have no priority order and can be
triggered any number of times by the same lead based on the
call-to-action determined.
Chatbot conversations are powered by Dialogues. Conversational Forms in Marketo Engage are powered by
Conversational Flows.
According to Marketo

6. Dialogues
Conversational Flow

7. Dialogues

8. Conversational Flows

9. Setting Up the Marketo Program

10. Setting Up the Marketo Program

11. Setting Up the Marketo Program

12. Setting Up the Marketo Program

13. Considerations
● Lead Source and Detail (note: you cannot change the
Lead Source value)
● Scoring
● Interesting Moments

14. Equipping your
sales team

15. Agents
● Adding new users (Adobe Admin Console)
● Live Chat
● Meeting Scheduler
● Fallback Rules
● Routing Rules (Round Robin or Custom)

16. Agents
● Adding new users (Adobe Admin Console)
● Live Chat
● Meeting Scheduler
● Fallback Rules
● Routing Rules

17. Equipping Your Sales Team
● Live demo of calendar setup and live chat
functionality
● Setting up additional alerts via Marketo program (we
like to use Slack for extra visibility, particularly for
inbound live chats)
● Additional sales enablement tools available in Prime
package

18. Reporting and Analytics

19. Reporting and Analytics
● Program Reports in Marketo
○ Campaign Activity
○ Program Performance
● SFDC Campaign Reporting
● Bizible, or anywhere else you use
programs/campaigns for marketing reporting

20. Questions?
<< Thank you! >>
Rachel Squire
rachel@mobisoln.com
mobisoln.com