Conversational Forms - best practices for sales contact us form

Question

Hi there! I'm new to Dynamic Chat - our company currently uses Intercom as our chatbot - however, I am interested in the Conversational Flow aspect of Dynamic Chat. Do I need to use the Dynamic Chatbot in order to implement Conversational Forms or can I still use that feature if I'm not using the chatbot?

I'd like to implement Conversational Forms on our sales contact us forms - wondering what best practice is for this? We currently have required form fields: Name, Email, Company, Phone Number
If someone is filling out that form, they want to be contacted by Sales, but how can I implement conversational forms to instantly book a meeting with Sales after the form fill is complete? Or what have others done in the past when implementing conversational forms for a sales contact us form? Thanks!!

Darshil_Shah1 · Accepted Answer

@avaroglu, You don't need to create a dynamic chat dialogue to utilize the conversational forms; instead, you need to create the conversational flow within the Conversation Flow section.

Once you create and publish a conversational flow from here, you'll be able to select it in the Form Settings when you turn on the Conversational Form Settings toggle in the form settings of your Marketo form. Read all about the Conversational Forms in Marketo here: https://experienceleague.adobe.com/docs/marketo/using/product-docs/demand-generation/dynamic-chat/automated-chat/conversational-flow-settings-for-marketo-engage-forms.html?lang=en

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