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Shayla_McKnight
Shayla_McKnight
New Participant
April 17, 2023
Solved

Dynamic Chat - Transcript in Alert

  • April 17, 2023
  • 2 replies
  • 3503 views

Hi,

 

Is it possible to pull the Chat Transcription URL that is on the activity details on a person, into an alert that can me sent to someone?

Best answer by Darshil_Shah1

@shayla_mcknight, the chat transcript URL is stored in the "Dialogue Engaged" standard activity in Marketo and AFAIK users aren't able to directly embed the activity data in the marketing assets. However, you could always get the Chat transcript URL pragmatically using the regular query activities or bulk activities extract API endpoints. It'd be convinient to have the capability to directly include the chat transcript URL in the emails though.

 

2 replies

C
CB_thyssenkrupp
New Participant
April 18, 2023

That is a really good idea for a new trigger token. I could see a use case for Interesting Moments, email alerts, etc. Perhaps you can submit this one as an idea (if it does not already exist).

    Darshil_Shah1
    Darshil_Shah1Accepted solution
    Community Manager
    April 17, 2023

    @shayla_mcknight, the chat transcript URL is stored in the "Dialogue Engaged" standard activity in Marketo and AFAIK users aren't able to directly embed the activity data in the marketing assets. However, you could always get the Chat transcript URL pragmatically using the regular query activities or bulk activities extract API endpoints. It'd be convinient to have the capability to directly include the chat transcript URL in the emails though.

     

    Shayla_McKnight
    Shayla_McKnightAuthor
    New Participant
    April 18, 2023

    Thanks Darshil. I'm unfamiliar with query activities and how they work. Is this something I can do in Marketo? Is it like a webhook? 

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    April 18, 2023

    These are the API calls using which you could export the Marketo Activities data programmatically and use them per your requirement. Each Marketo activity (e.g.,  Change Data Value, Chat Dialogue Engaged, Email Opened, etc.) has a unique activity type id using which you can query the activity data for people in the Marketo using the activity time frame. This is a bit technical stuff, and IMO you'd need someone with development and API-related knowledge to tackle this. Even after you successfully extract the chat transcripts, you'd need some sorta custom setup (e.g., a custom object) in Marketo to house that data in Marketo and then reference it in your emails using Velocity.

     

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