Synerise training

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

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.

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.

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.

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.

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.

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.

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.

What do you need to know?

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.

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.

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.

What will you gain from Synerise training?

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.

Certificates

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

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.

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.

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

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.

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.

Loyalty & Engagement Hub

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

Synerise training and certification

Synerise training and certification

Using Synerise in your business

Learn about the training components and choose theright package for you

Workshops and business scenarios

What do you need to know?

What will you gain from Synerise training?

How can Synerise help you gain a competitive edge?

Customer Data Platform

Customer Data Platform

Behavioral Analytics

Behavioral Analytics

Loyalty & Engagement Hub

Loyalty & Engagement Hub

Workflows Automation Buildier

Workflows Automation Buildier

MarTech Stack

MarTech Stack

Hyper personalization

Hyper personalization

Training reviews – Persooa Academy

Our clients

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