If you're using Customer.io, Faraday can apply predictive scores for different business outcomes to your customers or leads using their Workflows. Use your customer and lead predictions to optimize your campaign's targeting and offer strategies.

To do this, you'll need to configure the Workflow within a new (or existing) Campaign in Customer.io.

  1. First, login to your Customer.io account: https://fly.customer.io/login
  2. Navigate to "Campaigns" on the left-hand sidebar

3. Then click "Create Campaign"

4. Name it something descriptive, and click "Create Campaign" again

5. You'll need to setup a Trigger before we can configure the Workflow. The Trigger will differ depending on your needs, but for this example, we'll just use new signups:

6. Once you've configured your Trigger Condition and Filter, click "Next" in the upper-right hand corner to proceed, it will ask you to Save & Continue before moving to the workflow

Workflow Setup

1: Now we can configure the Workflow to call out to Faraday's API. Select "Webhook" from Workflow items on the sidebar as the first block.

2. Click on the block to configure the Webhook

3. Name it something descriptive, then "Add Request"

4. Consult our API documentation to determine what type of request you'd like to make. For now, we'll just POST email over to https://api.faraday.io/v3/scores

Talk to your Customer Success Manager (CSM) to getting the api_key and outcome_id for your account.

5. Switch to the "Response" tab

And set the attribute name to something descriptive (fdy_lead_score, it will create the attribute for you), and the response parameter to {{response.score}} (you can be able to swap out the "REPLACE_ME" with "score".

6. Click "Send test" in the upper-right hand corner. If successful, you should see the score in the Response. Talk to your CSM if you're having issues to get some help from one of our Customer Success Engineers (CSE).

7. That's it! Close the test dialog box, then click "Done" in the upper-right

8. The Workflow should be all set with no errors at this point. Click on the Webhook again. Now you can choose to change the "sending behavior" from "Queue Draft" to "Send automatically" (so the request is send as soon as the sign-up comes in).

Save the Webhook changes, the basic workflow is all set! Click "Next" in the upper-right to proceed.

9. Now you choose to set a Goal for the campaign, since we're just getting the scores here, we'll select "Skip goal".

Your email subscribers are now being scored! This is a barebones Workflow, configure as you see fit!

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