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 a Faraday user who's also using Klaviyo, you might find Rep assignment predictions pretty useful. Imagine you're trying to figure out which of your sales reps should connect with each customer to get the best results. With Rep assignment predictions in Klaviyo, you can streamline this process. It helps you match the right rep with the right lead based on who’s likely to engage them most effectively. This means your team can work more efficiently and your customers get a better experience. It's a modest step that can make your outreach a bit more personal and productive.

Step 1
Connect your data sources
Use the link below to connect Klaviyo to Faraday. You can also skip this step and use CSV files to get started instead.
Klaviyo
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 Klaviyo
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to Klaviyo
Create a deployment target using the Klaviyo connection you created above. Or, get started by simply deploying to CSV.
Klaviyo