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DocumentationMarketo EngageMarketo Guide

Initial Setup initial-setup

Last update: Fri Sep 29 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Follow the steps below to set up Dynamic Chat.

Access Admin Console access-admin-console

NOTE
Admin permissions required.

  1. After Dynamic Chat is enabled for your Marketo Instance, the designated System Admin will receive a welcome email. In that email, click Get Started.

  2. If you’ve previously accessed an application with an ÃÛ¶¹ÊÓƵ ID, you’ll be taken straight to the ÃÛ¶¹ÊÓƵ Admin Console. If not, .

Add Users add-users

  1. After logging in to the Admin Console, the next thing to do is add users. We have that process documented here.

Next, it’s time to connect Dynamic Chat to Marketo.

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