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 also uses Shopify, Rep assignment predictions can be a handy tool to optimize how you engage with your customers. Imagine being able to match each of your leads or customers with the sales rep best suited to connect with them. By using these predictions in Shopify, you can ensure that every interaction is more personal and effective. This can lead to better conversations, stronger relationships, and potentially more conversions. It's a straightforward way to enhance your customer engagement without any drastic changes to your existing workflow. Just a thoughtful match between the right people.

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