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Transcript

Hello everyone. In this video, let’s look at the meeting booking functionalities of dynamic chat. Let’s start with the visitor experience. Depending on the visitor persona and the conversation, you can provide an option to those qualified visitors to schedule a meeting with your representatives directly. Like you see here, as a visitor, I can click on the schedule meeting button, choose a date and a time slot that suits best for me. As I click confirm, a meeting invite will be sent to my e-mail and also to the sales representative. In this case, Lisa Frank. Let’s look at how we can set up this in dynamic chat. First, add all your representatives with whom you would like the visitors to schedule a meeting as a user in dynamic chat. To add users, go to adminconsole.adobe.com, and under the dynamic chat product profile, add users by clicking here, provide the respective details, click save to add users. Next, login to experience.adobe.com, select dynamic chat, click on the calendar option in the left navigation. You can see, you can choose from Outlook or Google. I would start with Outlook. Since I’ve already authenticated, it has connected my calendar directly, it would ask you to authenticate your account and also allow permission to access your calendar. Configure the subject and the content of the e-mail invite that you would like to send to a visitor who is scheduling a meeting. In case you want to disconnect your calendar anytime, you can click on this option, disconnect calendar, and that would disconnect your calendar. In the same way, all your agents can log in, connect their calendar, and configure their e-mail invite. Now, while you design a new dialogue or editing an existing one, in the stream designer, you can see appointment scheduler card. At any point in the dialogue, you can simply drag and drop the appointment scheduler card, and connect it to existing stream or a new stream that you’re creating. That’s it. This will automatically resolve agents calendar, pull the slots, and show them to the visitors during conversation. In the routing page, you will see the list of all the agents who have connected their calendar. Currently, dynamic chat supports round-robin as a routing rule. Based on this order of priority, each agent’s calendar will be resolved during a conversation. Next, we have meetings. On this meetings page, you can see the list of all the meetings that are booked so far, and their respective details. Now, let’s look at how you can use this meeting booking information in Marketo. If a visitor books a meeting, it is logged into Marketo as an activity, and you can see the same in the person activity log, like this. Further, in a smart campaign, you can create a trigger and filter-based smart campaigns using meeting booking, dialogue meet appointment schedules as a filter or a trigger, and design an action like lead scoring, lead qualification, or any other next marketing touchpoints. I hope this is helpful. Thank you so much.