Rep assignment - Faraday

You’ll need a Faraday account to use this template. It’s free to sign up and you can use sample data to start.

If you're using Iterable to manage your marketing campaigns and customer interactions, integrating Faraday's Rep assignment predictions could be a smart move. It helps to match each of your leads or customers with the rep best suited to engage them, potentially boosting your team's effectiveness without any extra hassle. By leveraging this feature, you may find it easier to foster stronger relationships with your customers, making your outreach efforts more efficient and personalized. It's just one more way to streamline your workflow and possibly see better results from your campaigns.

Step 1
Connect your data sources
Use the link below to connect Iterable to Faraday. You can also skip this step and use CSV files to get started instead.
Iterable
Step 2
Ingest your data into event streams
This allows Faraday to understand what your data means. These links will guide you through ingesting the data necessary to power this template.
Transaction Signup
Step 3
Organize your customer data
You'll create groups, called cohorts, that are the essential building blocks of Faraday and allow you to easily predict any customer behavior.
Leads
Step 4
Declare your prediction objectives
With your cohorts defined, it's easy to instruct Faraday to predict the necessary behaviors. Follow the docs with the link below.
Rep assignment
Step 5
Define your rep assignment pipeline and deploy to Iterable
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to Iterable
Create a deployment target using the Iterable connection you created above. Or, get started by simply deploying to CSV.
Iterable