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We are excited to announce some important updates released to Dynamic Chat this month that we think you’ll find useful. Chat Transcript As you may already know, all lead engagement with the chatbot is captured as an activity against the lead in Marketo Engage. Now you can see how the conversation went with the chatbot transcript. A new attribute "Chat Transcript" is added "Engaged with Dialogue" activity type which captures the URL of the conversation transcript. Once you open the URL, you can see the conversation between the person and the chatbot. You can view the conversations either in the chatbot window or in plain text format, along with dialogue and time details on the right. Support Integer and float field types Now you can sync and capture Integer and float data type fields into Dynamic Chat from Marketo. In the map-to-response option, you can see the data types along with the field names. You can use these attributes
We are excited to announce some important updates released to Dynamic Chat this month that we think you’ll find useful. Roles and Permissions Now manage access to your Dynamic Chat users with new roles and permissions functionality. Now you can create your own product profile and add different combinations of permissions to manage access to users. Also from now on we can create the following 3 default product profiles with respective permissions: - Marketing Admin - Marketing user- Calendar Agent Globalization of static content Most of you already know that you can create dialogues for non-English visitors, but we heard feedback from you that this serves the majority of the need but there is system-specific content that still shows up only in English. we have implemented a language selection feature at the dialogue level and system-specific text will be automatically translated into the respective language for a v
The Design Studio Assets delivered in the New Experience as a part of Jan 2023 release are: Snippet List View: From Jan 2023 release, Marketo Customers would be able to get a glimpse of Marketo’s next generation experience for Snippet list view. Marketers will be able to discover Snippet list view with a brand new experience to enhance usability through uncluttered view as well as perform bulk actions on multiple snippet assets. A toggle switch placed at the bottom of the screen will help with the transition from old experience to the new experience and vice-versa in order to avoid losing context and help retain the changes. Users will be able to obtain a comprehensive view of all the snippets, perform quick actions and use filters to shortlist relevant snippets based on name, status and archival state. Landing Page Template List View: From Jan 2023 release, Marketo Customers would be able to get a glimpse of Marketo’s next generation experience for La
We know many of you have been anxiously awaiting the return of drag-and-drop to the Marketo Engage tree in the next-generation user experience. We are happy to announce that, as of Friday, March 19, it is back for moving assets within the tree! We appreciate your feedback and patience as we prioritized ways of moving assets in the tree that are accessible for all customers (move modals), but we worked diligently to get this popular feature back as soon as possible. You may be wondering “what about the iconography?” Well, a new set of icons and status badges are being released in the next few weeks based on user feedback and extensive testing to improve readability and design. Beginning March 19, we will also begin rolling out improved tree performance, such as faster load times, to all customers. Please continue to provide feedback via the Give Feedback button in the next-generation experience. For bugs or assistance with the product, please file a ticket with Supp
What is the next-generation experience? The next-generation experience is our commitment to providing an updated and innovative user experience to customers in a way that offers flexibility, access to innovation, and ease of use. In 2020, we began delivering this next-generation experience by rolling out a new tree and global navigation that act as the frame of Marketo Engage, while keeping the right frame unchanged. Please keep in mind that this new tree and global navigation cannot be toggled back to the previous tree and global navigation. Beginning in 2021, we will be updating the main canvas to allow users to seamlessly switch between the current user experience and the next-generation experience with a new design scheme, productivity enhancements, and some features and functionality that currently live exclusively in Marketo Sky. The ability to switch back and forth will be provided through a toggle on the bottom right that offers ultimate flexibility – allowing users to s
In this video, we take you through a step-by-step walkthrough of what customers can expect to see in the first phases of the next-generation user experience, including new features and functionality! Share this with your team and Marketo Engage users to make sure they are up to speed on these exciting updates.
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