OpenAI
Our OpenAI flow action for Adobe Marketo Engage is a game-changer for businesses seeking to personalize their customer interactions and streamline lead generation. With this flow action, you can send custom prompts to OpenAI’s Chat Completion endpoint through your Marketo smart campaign and automatically receive and store responses in a Marketo person record field.
This powerful feature can be used to automate intelligent segmentation, hyper-personalize messaging, and anything else you can dream up, allowing you to refine your marketing strategy and improve the effectiveness of your campaigns. With OpenAI’s powerful AI algorithms, you can be confident that your customers are receiving the highest quality responses, tailored to their needs.
Once installed, simply drag our OpenAI flow action into your Marketo smart campaign Flow and configure your prompts to ask specific questions or provide personalized messages. The responses will be sent back to your Marketo instance, where they are automatically stored in a person record field in the field of your choice. From there, the possibilities are endless.
1 -
Send OpenAI Prompt
Add Choice
Our OpenAI flow action for Adobe Marketo Engage is the ideal solution for businesses looking to leverage the power of AI to automate intelligent segmentation, hyper-personalize messaging, and more. Try it today and take your marketing automation to the next level!
Installing a custom flow step requires Admin permissions in Marketo. Apart from the Installation URL, all other aspects of a serviced may be edited after completing initial onboarding by drilling down into the service detail screen from the Service Providers grid.
In Marketo navigate to Admin → Service Providers and click Add New Service
From here, follow the bellow steps to install and configure the flow step.
Flow Step Service
Confirm installation
To begin installation, you’ll need to first enter the install URL of the Send OpenAI Prompt flow step shown above. This URL gives Marketo the basic information it needs to connect to and configure the flow step.
Flow Step Service
Enter Credentials
Please provide an API Key. Valid API credentials from Flowsteps.io are required to complete installation.
After you enter the installation URL you will be asked to enter your API Key. When you save your credentials, Marketo will attempt to verify that it is valid. If the credentials provided are invalid, you’ll see an error indicating this.
Flow Step Service
Map Incoming Fields
Configuration Options
Approve Contexts & Finish
Provide a list of Marketo Lead fields to which Flowsteps.io may write data. Flowsteps.io will be able to write to all active fields when Send OpenAI Prompt is used.
Add
Remove
| Active | Type | Marketo Field |
|---|
The Send OpenAI Prompt flow step uses user driven mapping for inbound fields. This means there are no preset inbound fields but you can set select which person fields the flowstep is allowed to write to.
Flow Step Service
Map Incoming Fields
Configuration Options
Approve Contexts & Finish
Flowsteps.io has provided a list of required and optional configuration settings. These settings will be used globally by Send OpenAI Prompt.
Global user inputs that are passed along with every call to the Send OpenAI Prompt flow step service. Global attributes can be set during installation or updated from the Service Provider admin menu.
Flow Step Service
Map Incoming Fields
Configuration Options
Approve Contexts & Finish
Flowsteps.io is requesting access to the following data contexts. When Send OpenAI Prompt is invoked from a Smart Campaign, the data from these objects will be sent as contextual information to Flowsteps.io, such that processing may be completed.
Subscription
Program
Program Member
Smart Campaign
Trigger
My Tokens
Finally review the context data that will be sent to the to Send OpenAI Prompt flow step, and approve.
Inbound Fields
The Send OpenAI Prompt flow step uses user driven mapping for inbound fields. This means there are no preset inbound fields but you can set select which person fields the flow step is allowed to write to.
Outbound Fields
The Send OpenAI Prompt flow step does not use outbound fields.
Global Configuration Fields
Global user inputs that are passed along with every call to the Send OpenAI Prompt flow step service. Global attributes can be set during installation or updated from the Service Provider admin menu.
| Name | API Name | Type | Description |
|---|---|---|---|
| OpenAI API Key | openai_token | string | Your OpenAI API Key |
Flow Step Fields
These fields are set for each individual instance of the Send OpenAI Prompt flow step and are sent per-lead when it is called.
| Name | API Name | Type | Description |
|---|---|---|---|
| Prompt | prompt | text | Prompt to send to OpenAI |
| Model | model | string | Select which Open AI model to use |
| Return Field | returnField | string | API name of field to store response |
| Temperature (0-100) | temperature | integer | Creativity level from 0-100 |
| Additional Context | context | text | Additional context for the prompt |
Context Data
| Name | Description |
|---|---|
| Program Context | Data about the program where the flow step was triggered including name, id, type, workspace etc. |
| Campaign Context | Data about the campaign where the flow step was triggered, including name, id, type, status, etc. |
| Trigger Context | Context around the trigger that initiated the smart campaign where the flow step was called. No data is sent if the flow step was called in a batch campaign. |
| Subscription Context | General data about the subscription including munchkinId and name |
| Token Context | Program tokens from the program where the flow step was called |
Flow Step
Once the OpenAI flow step is installed it becomes available in smart campaigns.
1 -
Send OpenAI Prompt
Add Choice
Trigger & Filter
Once the OpenAI flow step is in use the activity can be used as a trigger or a filter inside smart lists and smart campaigns.
OpenAI prompt is sent
1 - OpenAI prompt was sent