Dynamic Chat – Jan 2023 Updates

Sreekanth Reddy, Senior Product Manager at Adobe, breaks down some of the details about the latest update for Dynamic Chat. If you are not familiar, Dynamic Chat is Adobe’s answer to conversational marketing and is a powerful new tool in Marketo Engage. Last year, Sreekanth presented Dynamic Chat at Digital Pi’s Annual Marketo Top Tips Event and is excited to announce some important updates released to Dynamic Chat this month that we think you’ll find useful. Here’s his review:

Picklist Support in Info-Capture Card 

In one of our customer meetings, the customer raised a question – “how do I give my visitor an option to select from 20 choices? For example: Job title”. That’s a valid use case and valuable feedback, so we launched support of the picklist in the info capture card allowing visitors to choose from uo to 250 multiple choices.

Date & Datetime Fields are Now Supported in Information Capture

Now, the Infocapture Card also supports Date & Datetime fields. On the Marketo Integration page, you can now select and sync date or datetime type attributes to make them part of the Infocapture card in your dialogue. This also shows a calendar and time picker for the visitor to select the date and time they want to input (you can even see the experience in the preview).

Get Notified by Email for Every Meeting Booking

Previously, when a visitor booked a meeting with you, your calendar automatically updated with the booked meeting. Today, the meeting organizer now receives a separate email notification about the meeting booked along with necessary details about the visitor making it easier to search and stay organized.

Add Tokens to Your Booking Email

Today, in Dynamic Chat, you can now personalize the email that will be sent to your visitor regarding the meeting that’s been booked with lead and company tokens.

Highlight Tokens to Update Attributes Used

Now that you can use lead and company attributes as tokens even in the email notifications, the attributes used by list is updated to highlight usage in audience segmentation or as tokens to personalize.


Dynamic Chat is a powerful tool in Marketo Engage to initiate a conversation with a lead, get started now to take advantage of these new features and more.

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