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Cookbook for e-commerce 2024

Persooa's experience, dozens of conversations with customers and partners, expert support... that's how the cookbook "Marketing Automation 2.0 Strategy" was created.

Synerise training and certification

Comprehensive Synerise course prepared for your team

Synerise training and certification

Comprehensive Synerise course prepared for your team

Using Synerise in your business

Understanding the capabilities of the Synerise solution enables you to effectively improve your business performance. Synerise certifications are also a formal recognition of skills that will allow the company to better and independently realize the potential of technology and AI.

Basic package
Explore the possibilities of Synerise! Get started with a state-of-the-art marketing automation tool
Full package
Get better results with advanced analytics and recommendations
Extended package
Leverage predictive and search engine AI capabilities to stay ahead of the competition
Synerise basics
CRM
Communications
Recommendations
Workflow, or building a customer journey
Analytics
Predictions & AI Search
Certificate
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persooa-certificate-master

Learn about the training components and choose theright package for you

  • Synerise basics
  • CRM
  • Communication
  • Recommendations
  • Workflow, or building a customer journey
  • Analytics
  • Predictions & AI Search
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  • Get to know the Synerise platform interface. Navigate through the different sections and modules of the system.
  • Understand Synerise's data sources and how to use them in marketing campaigns.
  • Traceable actions in the system and their characteristics – an introduction to data analysis.
  • Identify anonymous and known users. Build a consistent customer profile in the system.
  • Access the platform and assigning appropriate roles for marketing team members.
CRM
  • Get to know the Synerise platform interface. Navigate through the different sections and modules of the system.
  • Create target groups – database segmentation based on various behavioral, transactional, and declarative criteria.
  • Understand the types of data in Synerise and learn how to properly analyze and manage them.
  • Marketing consent types and user filtering.
  • A one-stop shop for customer data, activities, attributes, and analytics.
  • Data management within the system. Methods for properly importing and exporting the database to and from the platform.
Komunikacja
  • Technical preparation needed to start sending campaigns.
  • Design a campaign, possible configuration options, best practices related to buildinga campaign, tailor the communication to the channel.
  • Prepare mailings in the drag & drop editor, present the basic functions and capabilities of the tool, save and manage templates.
  • Leverage information about users in terms of their data and past activity to better tailor content.
  • A/B testing, onsite campaign testing, popular solutions to increase key KPIs. The ability to manage them in the system.
Rekomendacje
  • Understand the basic mechanisms of recommendation model training. Types of models and their training requirements.
  • Add appropriate attributes to filter the results, define the variables responsible for training the model.
  • Adjust the settings, select the logic related to the suggested products and manage the conditions to obtain relevant results.
  • Additional ways to influence the final recommendation.
  • Use individual user characteristics as key variables in selecting recommendations.
Budowanie ścieżki klienta
  • Components of automation – trigger/condition/action. Necessary elements, capabilities and logic of customer journeys.
  • Alternative uses of the automation module, possible integrations with external tools.
  • User context, customization of workflow direction, transfer of relevant data context.
  • Best practices, simple solutions, proven scenarios.
  • Monitor the effectiveness of operations. Effective methods for verifying the correctness of customer paths and their optimization.
Analityka
  • Familiarize yourself with the types of analytics in Synerise, present the differences and applications depending on the context of the indicator.
  • Collect data from different sources with the possibility of reuse. Gather event details.
  • Generate expressions. Use functions and calculations in analytics to build custom attributes and parameters. Ability to build scoring.
  • Create complex analytic structures based on behavioral measures and declarative data.
  • Ability to create dynamic analytic values to build a single analytic across multiple campaigns.
  • Gather key analytical indicators in one place.
Predykcje & AI search
  • Characteristics of possible predictors, key use cases, basic requirements.
  • Learn about predictive performance and discuss its importance.
  • Familiarize yourself with the requirements for implementing predictions.
  • Define ranking, filter attributes of results, define language.
  • Manage queries, promote products, use synonyms, refer to user context in search results.
  • Understand performance, key performance indicators, and perform A/B testing.

Workshops and business scenarios

After each area, you will be given a task to complete and we will discuss it during the work session. This will help you to get to know the different modules of your chosen technology and to get answers to questions that may arise during your work.

What do you need to know?

globe_uk Technical aspects

Training can be remote (Microsoft Teams) or onsite. Together with Trendhouse, we prepared a creative space in the modern office building Varso Place in Warsaw.

 
Client_Base Form of training

The training is designed for companies (min. 6 people). The program, dates and training packages can be modified according to the specific needs of a given company.

 
school Type of training

A combination of theory and solving business challenges. Everyone will test the information learned during practical exercises, which requires commitment and consolidates knowledge.

 
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What will you gain from Synerise training?

persooa-check Skills

The workshop format allows you to work independently with the system. You will learn step by step how to implement and use this technology to achieve your business goals.

 
persooa-check Certificates

Official documents validate skills with Synerise, enrich the competence of the team, emphasize commitment as a partner and give a technological edge.

 
persooa-check Capabilities

Completion of the training with a certificate confirms knowledge of the platform and readiness to implement it not only in your own company, but also with current or potential customers.

 
persooa-check Post-training materials After the training, you will have access to the recordings and materials presented, as well as support from the presenters and the opportunity to contact them.  

How can Synerise help you gain a competitive edge?

Synerise differentiates itself in the market with its advanced AI-based platform that enables companies to provide deeper data analysis and more personalized marketing strategies. Synerise's innovative automation and predictive analytics solutions allow you to reach customers more effectively and increase loyalty, which is key in a competitive environment.

 

Customer Data Platform

Data collection is the foundation of marketing automation. The Behavioral Data Platform enables you to collect data on user behavior in an omnichannel model. The data collected allows you to optimally manage communication with the customer at every stage of the customer journey to purchase. It also gives you the possibility to create a 360-degree customer profile in real time! In this way, you can effectively use the information you collect to personalize the user experience and your campaigns.

customer-data-platform

Customer Data Platform

Data collection is the foundation of marketing automation. The Behavioral Data Platform enables you to collect data on user behavior in an omnichannel model. The data collected allows you to optimally manage communication with the customer at every stage of the path to purchase. It also gives you the possibility to create a 360-degree customer profile in real time! In this way, you can effectively use the information you collect to personalize the user experience and your campaigns.

customer-data-platform
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Behavioral Analytics

Simply collecting data is not enough – it also needs to be analyzed and turned into valuable business information. Synerise provides comprehensive information about each event, including behavioral data of both recognized and anonymous users. This allows you to get a complete picture of the data in real time. The data obtained can in turn be transformed into specific automation and personalization solutions.

Behavioral Analytics

Simply collecting data is not enough – it also needs to be analyzed and turned into valuable business information. Synerise provides comprehensive information about each event, including behavioral data of both recognized and anonymous users. This allows you to get a complete picture of the data in real time. The data obtained can in turn be transformed into specific automation and personalization solutions.

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Loyalty & Engagement Hub

Loyalty programs not only build long-term customer relationships. They are also a source of valuable data. Synerise offers the ability to use artificial intelligence to build complex scenarios and to maintain and personalize communication at every step of the loyalty program. Using a loyalty program will increase the Customer Lifetime Value (CLV), Average Order Value (AOV) and Lifetime Value (LTV) and help to build a longer relationship with the customer.
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Loyalty & Engagement Hub

Loyalty programs not only build long-term customer relationships. They are also a source of valuable data. Synerise offers the ability to use artificial intelligence to build complex scenarios and to maintain and personalize communication at every step of the loyalty program. Using a loyalty program will increase the Customer Lifetime Value (CLV), Average Order Value (AOV) and Lifetime Value (LTV) and help to build a longer relationship with the customer.

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Workflows Automation Buildier

One of the features of the Synerise platform is an advanced automation configurator that allows you to easily integrate into your existing marketing ecosystem.

Workflows Automation Buildier

One of the features of the Synerise platform is an advanced automation configurator that allows you to easily integrate into your existing marketing ecosystem.

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MarTech Stack

This is not the end of Synerise's capabilities. The comprehensive platform enables data management and effective implementation of the entire communication strategy based on artificial intelligence. Its intuitive operation allows you to easily achieve measurable results.

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MarTech Stack

This is not the end of Synerise's capabilities. The comprehensive platform enables data management and effective implementation of the entire communication strategy based on artificial intelligence. Its intuitive operation allows you to easily achieve measurable results.

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Hyper personalization

You can use the data collected from all channels to present customers with tailored content, products or services, based on real-time data analysis! Such a solution allows you to personalize every step of the buying journey and ensure the best experience for the customer.

Hyper personalization

You can use the data collected from all channels to present customers with tailored content, products or services, based on real-time data analysis! Such a solution allows you to personalize every step of the buying journey and ensure the best experience for the customer.

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Training reviews – Persooa Academy

We didn't know where to start with marketing automation. We had heard it was a valuable tool, but we weren't sure how to use it and what it could do for us. After attending the "Marketing Automation 2.0" workshop, we now have a clear roadmap and a better understanding of how marketing automation can help grow our business. Our team learned about the latest trends and tools in data-driven marketing and came away with a comprehensive development plan tailored specifically to our needs.
PatriciaKontigo
We weren't sure how to start our marketing automation strategy. After attending the "Marketing Automation 2.0" workshop, we know exactly what is possible and how to achieve it in our business. The "Marketing Automation 2.0" workshop was very valuable to us. Persooa introduced us to the world of modern data-driven marketing and helped us create a strategic development plan tailored to our needs and industry specifics. A great asset were the demo sessions, which in a friendly way showed us the possibilities of the tools available on the market from a practical perspective.
MaciejLink4
We recently had the pleasure of attending a "Marketing Automation 2.0" workshop hosted by Persooa. They were designed to help companies gain knowledge about modern data-driven marketing and create a strategic development plan that fits their needs and industry specifics.

The workshop was very comprehensive, covering a wide range of topics related to data-driven marketing. We appreciated that the topics were presented in a way that was easy to understand. We left the training with the feeling that we now have a solid foundation for implementing and using automation in our company
CatherineUPC
If you are considering attending the "Marketing Automation 2.0" workshop, we highly recommend it. The Persooa team is extremely knowledgeable and experienced, and they do an excellent job of explaining complex concepts to non-experts. We left the workshop inspired and equipped with the tools and knowledge necessary to take our data-driven marketing efforts to the next level. Thank you, Persooa!
AdriannaT-Mobile
The "Marketing Automation 2.0" workshop was very valuable to us. Persooa worked with us to introduce us to the world of modern, data-driven marketing, and to help us create a strategic development plan that met our needs and industry specifics.

Workshop topics included an overview of marketing automation principles, types of automation software available on the market, use cases for each type, and an introduction to Persooa's approach to marketing automation. In addition, we had the opportunity to review tools such as SAS, Synerise, etc. and learn about their features from a user's perspective.
BartoszYes2Move

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