Personalization

Rep assignment

Assign each lead or customer to the rep that will handle them best — using The Trade Desk

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

Sure, here it is: If you're already harnessing the power of Faraday to predict customer behavior, integrating rep assignment predictions in The Trade Desk could be a natural next step. This could help you pinpoint which of your sales reps will most effectively engage with specific leads or customers you're targeting through The Trade Desk. By making these connections, you can optimize your team’s efforts and potentially see better engagement. It's all about aligning the right message with the right person, making your marketing and sales processes a bit smoother and more effective.

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