STEP 2 Integration timeline


Each project is unique and has its own specifics. While starting the implementation process it’s important to define the business cases you want to achieve and deadlines you want to reach. As you have only 2 months for the Synerise implementation and ROI report, the common mistake you might make is to focus too much on the integration checklist itself and through the whole team on the integration tasks in order to finish them asap.

On the one hand, such approach is great, because having all of the integrations from the beginning, you’ll have the full freedom in the use cases launch later on.

On the other hand, you have 2 month to show the ROI. If you focus all of the resources on integrations, you might not have time to deliver the business value. There might be different unexpected challenges during the integration process that might block you from moving from integration phase to use cases one ( for e.g. you want to integrate your SMTP with Synerise. Integration itself will be done in a few minutes, however it might turn out that your SMTP is not prepared for the mass mailing and you’ll need to increase the limits/ capacity, which might take time).


Below, you’ll find a timeline that will address all of the initial integrations but those are chosen the way that will allow you to launch business use cases almost immediately. You’ll start from the simpler integrations or the ones that will allow you to achieve KPI’s faster. You’ll work simultaneously on integrations and delivering business results.

Best practices

Best practices before the project starts:

Arrow down iconThis timeline should be treated as an example. Its scope can be implemented a lot faster or, in some cases, postponed.

Arrow down iconAt the beginning of implementation process there will be an integration phase. The developer on the client side should be available during this process.

Arrow down iconWhile confirming the timeline, we should check if we can deliver the campaign templates in the defined time period (e.g. email templates).

Example timeline

TIMELINE Sprint I (2 weeks) Sprint II (2 weeks) Sprint III (2 weeks) Sprint IV (2 weeks)
Tracking code
OG Tags
Product feed
Training of AI models
Email account and DNS configuration
Training of AI models
Historical transactions – import
Implementation of AI recommendations
Defining requirements for marketing agreement integration
Defining requirements for AI search
IP warm up
CRM base
Collecting form data
AI search – beginning of implementation
Custom events
Web push / SMS integration
AI search – implementation
External integrations ( e.g. Facebook, BigQuery, etc)
Possible scenarios
Similar recommendations
Personalization campaigns on the website based on analytics (personalized banners, progressive forms, etc.)
Analytical dashboards and clients segmentation based on the events from the website. For example: popular categories, sources of visits, visits funnels, top viewed products, etc.
Cross sell recommendations on product page
Personalized recommendations on home page, empty cart, categories, 404 error pages
A/B tests of website personalization
Advance analytical dashboard with sales/revenue data
Abandoned cart use case
AI recommendations in emails
In case we have enough data, you can launch AI predictions and more advanced analytics, AI segmentation campaigns
Product similar to the whishlisted products
Web push campaigns
SMS campaigns
At this stage, you can use AI recommendations both in emails, sms, webpushes
Send events to Facebook based on AI predictions (e.g. churn segments, customers with the highest propensity to buy, to convert via FB channel)
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Help center documentation
Learn more about specific funcionalities, reading our coumentation in Help Center.
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Use cases
Discover our use case base to learn how to use this knowledge in practice.

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