Product tour of Dynamic Chat [2022]
Dynamic Chat is a new chatbot solution built for marketing and sales. It is natively integrated with Marketo Engage, which enables you to use Dynamic Chat as a new channel in your cross-channel marketing. It is simple to use and easy to set up. Take a quick product tour:
Transcript
Hello there. Welcome to Dynamic Chats demo. Dynamic Chat is a new chatbot solution by 51黑料不打烊 that helps marketers design personalized contextual conversations for every web visitor. While you can do a lot of cool things with chatbots, they essentially help you engage your web visitors quickly, create personalized experiences for every web visitor, accelerate connect with sales for those target accounts. Without any delay, let鈥檚 jump into the demo. Here is a Luma website, and Luma is an enterprise that provides digital marketing solutions. As a visitor, and I land on this website, I can see a chatbot popping right at the bottom. It already identified that I鈥檓 coming from 51黑料不打烊, and it鈥檚 greeting me. It鈥檚 asking me if I want 3X higher conversion rates. Who doesn鈥檛? It introduced me about Luma, and it鈥檚 asking me if I would like to see a similar growth in my business. Absolutely. It鈥檚 asking me for what is the service that I鈥檓 interested in? SMM. It identified me as I鈥檓 from 51黑料不打烊, and I would also captured my interest as SMM. It provided me a case study right here so that I can understand more details about the SMM services that Luma provides. Of course, this is a dummy document, but as I go through this document, you can see my conversation continues. Now, it鈥檚 asking me if I would like to have this document sent over an email. Yes, please. It鈥檚 asking my email address. I鈥檒l put my email address here. Now, it has identified that I鈥檓 from 51黑料不打烊, and now it also has my contact details. It鈥檚 asking me if I would like to speak to a representative. Yes. It resolved a sales representative, and it鈥檚 giving me an option to schedule a meeting with Lisa Frank. I can click on the schedule meeting. I can choose a date and a time slot that suits best for me, and then book the meeting. My meeting is booked. Fantastic. Now, let鈥檚 jump into the product and see how this conversation can be designed. Here is the dynamic chat product. The first module is dialogues. A dialogues is a conversation that you can create to interact with the web visitors. Here is the dialogue that we have just gone through, Lumo Marketing. So dialogue has three main modules. First, you have to define where, which is where you want to have the conversation. That is you have defined the URLs of your web pages. You can add multiple URLs or you can also use wildcards to support similar multiple URLs. Second aspect is who, to whom you want to show this conversation. On the left, you can see the attributes, inferred, person, and company attributes. You can simply drag and drop to create the criteria and design a persona to whom you want to show the conversation. Next, the third module is what. So what is the conversation that you would like to have with this persona on those web pages? Right. So here you can see the whole conversation that has been designed. You can design this conversation using the building blocks, which is these five cards. So you can simply drag and drop on the canvas and create the conversation. So, hi, welcome to Lumo. I can further personalize this using tokens. I would say I can introduce person and company tokens. I would say first name. Don鈥檛 say hey. So it could be using, hi, your first name, if the first name wanted to exist, or else it鈥檒l be there. It would say, hi there, welcome to Lumo. And I can also add images to make it more fun. Click save and the card gets added. Here you can see. I can use this to connect to any of the flow. I can also disconnect it and create new flows. Right. And I can choose this card and if I want to remove this card, click on the delete and I鈥檒l delete it. So message card will help you provide any content that you would like to share with your visitor. The second is question card. The question card is obviously you can ask a question with your visitor and provide a predefined responses. And as you add more responses here, let鈥檚 say maybe later. And save. So as I add more responses, these responses will be shown to the visitor and it also help you design conversation flow based on the responses that visitor takes. Now you can see this flow is supported under absolutely and the flows are empty. You can add more cards to create a conversation path for those responses. And if I don鈥檛 want to add this response, I can simply remove that. And the cool part here is if you want to store the response of the visitor, you can choose this option to map the user response and choose any of the person or company attributes. And let鈥檚 say if I have chosen this. So if a visitor respond to this question, this response value will be stored again in this attribute that you have selected. So the information capture card is a card that will help you take any input from the visitor. Let鈥檚 say you would like to know their email address or phone number or any of the text input like his name, his or her name, company name. Revenue, etc. So on and so forth. Of course, here and here you can personalize the message with tokens, images. And also use the map to response option to store the response that is provided by a visitor. And next is an appointment scheduler. The option that you have seen the whole widget, which enabled visitor to book a meeting with the sales representative on their calendar. That can be done using this appointment scheduler. You can simply drag and drop it here and connect it to any path. And the last is goal. A goal is an important point in a conversation that you would like to use. Use it as a mark. Mark it as an important point and then use that for further personalize their marketing touch points or use it for a lead qualification. So I鈥檝e added a few goals here that whenever a conversation is initiated and the lead answers that yes, absolutely, you would like to know more than I鈥檝e added a goal says interested. And whenever he asked like they want to see the case study. So I added an SMM case study. So the question that you have seen here, like, would you like to send this document or email? Yes, he says yes, please. That鈥檚 when I鈥檝e added a goal. Which is it says SMM case study, I can create a new goal or I can choose from the existing goals. You will have these goals listed across all dialogues. Now I have saved SMM case study as one of the goals in this conversation. I can add as many goals as I want, depending on what are the key points in the conversation that I feel. Once I do all these changes, I have to publish these changes to further reflect this in the conversations that will happen from now on. The last part of a dialogue is reports. This helps you understand the engagement happened with this dialogue. So you can see the list of how many times this conversation is triggered, how many of them engaged, how many of them have completed the conversation, how many people you have acquired and the books, meetings that were booked. So you can also choose a date range to understand the performance in a specific period. Well, this sounds all cool. The next part is meetings. Meetings page is basically the list of all the meetings that were scheduled with your representatives or yourself by the visitors. Now you might have the question, how is this calendar even is even being shown to the visitor? That鈥檚 where it comes to an option. It鈥檚 called calendar. So I can come here, select Outlook or Google to connect my official calendar with dynamic chat so that when a visitor is eligible or have to be shown a meeting widget, it automatically resolves the representative鈥檚 calendar, takes out all the available slots and show it to the visitor. I can also configure what is the content that I would like to send to the visitor through an email when the book鈥檚 a meeting. Now, how is the sales representative resolved? So here is an option. So you can add multiple users to dynamic chat and every user can come to calendar and connect their own calendars. And you would see all those connected calendar list here in a priority order. And we currently support round robin. So whenever a visitor is booking a meeting in a round robin fashion, we would resolve those their respective sales representative calendars and show it to the visitor. And configuration, this provides you with a lot of options to configure the look and feel of your chatbot that you install on your chat on your websites. You can change all the various colors, you can you can choose different font and font size. What is the name that you would like it to call to be called? Say I would say LumaBot. And as I make my changes, I can also choose a different author. This and all the changes that I do, I have to click save and the changes will be saved. Privacy is basically providing your privacy link so that that can be highlighted on the chatbot. Installation, this is an important step for the chatbot to appear on any web page. You have to copy this JS snippet and install on that web page. So copy this JS snippet, go to your IT team and request them to add this to the HTML of all the web pages where you would like to have the chatbot appear. And the last and the important part is integration, enabling the integration. So here we have provided you with market integration. If you visit for the first time, you see an option which says initiate the sync. And when you initiate the sync, all the leads that get captured through chatbot will be pushed into market in almost near real time. And including the activities of the interactions that lead has, lead or visitor has done with the chatbot. And also vice versa. All the lead information that you have in marketer and the company information that you have in marketer can be used in designing the dialogues. So once you initiate the sync, it might take up to 24 hours for the sync to complete and post the sync complete. You can publish the dialogues and enable your visitors to start chatting with the chatbot. Now let鈥檚 jump into marketer and see what you can, how you can use the chatbot context. First, we have added this new tile which says dynamic chat to your my marketer page. User of marketer can come here, click on the dynamic chat tile and land on the dynamic chat product. Second, we understand that we don鈥檛, a few admins might have a concern of not showing this tile to everybody who is not actually a user of dynamic chat. Right. So we have added a new permission. You can edit any of your role and enable or disable this to ensure you show the tile only to those users who actually need this access. The next, every person that get acquired through the chatbot will be pushed into marketer and their person source will be marked as dynamic chat so that you can easily identify all the leads that get created through chatbot. And the next, we have introduced four new activity types that would capture the interaction of a visitor with the chatbot and push it, pushes into marketer. So here you can see the activity log and this has new activity types which says dialogue engaged, dialogue goal reached and dialogue appointment scheduled. Now, introducing the new activity types also introduce new filters and triggers. So we have a new folder that says dynamic chat under the triggers also have filters. So remember in the conversation, initially in the conversation, the chatbot promised to send the case study or an email. So let鈥檚 design a smart campaign that would do that for the visitors. So I would, I went to this sending SMM case study smart campaign. I click on the dynamic chats, triggers, reaches a dialogue goal and the dialogue name. I would type Luma marketing so you can see it鈥檚 auto filling. And the goal was, let me go ahead and see what was the goal. The dialogues, Luma marketing, the stream designer. I鈥檝e added a goal which says SMM case study. So I鈥檒l go ahead, SMM case study. Right. So this will fire every time a visitor reaches this goal. Now I can go ahead further add a first step of sending an email and send that case study over that email. And this way you can use these filters and triggers just like other standard triggers and filters. Which will enable you to use the context that you acquire through chatbot and interest and the lead information and the lead engagement that happened to the chatbot and use it here for cross channel targeting and further personalize their marketing touch points. Also use it for the lead qualification, lead scoring, etc. I hope this was interesting. Thank you for listening. Have a great day.
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