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Personalization

Thematic personalization

Shape your creative and message to appeal to each target — using Salesforce

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

Salesforce logoIf you're a Faraday user who also relies on Salesforce, integrating Thematic personalization predictions could be a great move for you. By having these predictions right in your CRM, you can easily shape your messages and creative content to better connect with each target audience. It can help you understand what resonates with your contacts and leads, making your communications more relevant without a lot of extra effort. This way, your outreach can feel more personalized and effective, all while you continue using the tools you’re already comfortable with. It’s just a simple way to make the most of your data and your CRM.
  1. Step 1

    Connect your data sources

    Use the link below to connect Salesforce to Faraday. You can also skip this step and use CSV files to get started instead.
  2. Step 2

    Ingest your data into event streams

    This allows Faraday to understand what your data means. This link will guide you through ingesting the data necessary to power this template.
  3. 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.
  4. 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.
  5. Step 5

    Define your content personalization pipeline and deploy to Salesforce

    Finally, deploy your prediction with the link below.
  6. Step 6

    Deploy to Salesforce

    Create a deployment target using the Salesforce connection you created above. Or, get started by simply deploying to CSV.