[ CRM / SFMC Owners ] [ Lifecycle Marketing ]

Real-Time CRM
Optimization

Set up once. Optimize continuously. ML selects the best-performing compliant variant for each segment — across triggered and scheduled campaigns — without your team touching anything.

TEMPLATEEmailPushSMSSet UpPPERSADO AIV1 — UrgencyAction-oriented0SERVINGV2 — SafetyReassurance0V3 — BenefitValue-first0V4 — ExclusivityPremium0+41%
0
In Financial Services
0
Largest U.S. Banks
$2.5B+
Incremental Value
Zero
Compliance Incidents
Set it once, never touch it

ML selects the highest-performing compliant variant at the moment of send — no manual A/B tests, no guesswork, no delays. Your campaigns improve while you sleep.

345 hours back per campaign

One-time setup replaces the 35-hour monthly production cycle. Your team stops assembling emails and starts building strategy.

Zero compliance incidents

Every variant is validated against your regulatory frameworks during generation — not after. Full audit trail, every send, every time.

[ How It Works ]

One Setup. Five Steps. Zero Touch.

Configure your campaign once. Persado handles every step from there — generating, scoring, clearing compliance, and serving the winner.

01
Template
Upload your approved template with variable slots.
02
Generate
AI creates compliant variants for each variable slot.
03
Score
Every variant dual-scored for performance and compliance.
04
Comply
Pre-cleared against your guardrails. No new legal review.
05
Serve
ML picks the best performer at send time. Continuously learns.
[ The Gap ]

Your CRM runs 24/7.
Your content doesn’t.

Manual CRM
0hours / year per campaign
Optimization
Manual A/B, if budget allows
Content freshness
Same message until someone has time to refresh
Learning
Starts from zero each month
Compliance
Manual legal review per cycle
ESP features
Send-time & frequency optimization underutilized
Persado Automate
0hours / year per campaign
Optimization
Automatic, real-time, continuous
Content freshness
Self-refreshing variant library with fatigue detection
Learning
ML compounds — month 12 > month 1
Compliance
Built-in guardrails + full audit trail per recipient
ESP features
Unlocks send-time & frequency opt. you’re already paying for
0 reduction
Setup once · Runs continuously · Improves automatically
[ How It Works ]

Every send is optimized.
None are manual.

One template. One setup. Persado handles the rest — from generation to serving.

Your Email Template
EMAIL · SFMC TEMPLATE$Persado_Headline$Persado_Subhead$Persado_CTAHERO IMAGE
EMAIL · SFMC TEMPLATE
$Persado_Headline
$Persado_Subhead
$Persado_CTA
HERO IMAGE
One template in your ESP. Persado variables fill in at send time.
Persado Engine
GENERATE16+ variantsper variable slotUrgencySafetyBenefitExclusivitySCORE + VALIDATEDual scoringperformance + compliancePERFCOMPClearedSERVE + LOGReal-time selectionbest variant at send time600K sends/credit · Full audit trail
Generate
16+ variants
per variable slot
UrgencySafetyBenefitExclusivity
Score + Validate
Dual scoring
performance + compliance
PERF
COMP
Cleared
Serve + Log
Real-time selection
best variant at send time
600K sends/credit · Full audit trail
Optimized Output — Per Segment
S1: Rewards— Urgency
0
S2: New cards— Welcome
0
S3: High-value— Exclusivity
0
Sn— Best variant per segment
ML selects the winner at send time. Learning compounds across campaigns.
What Automate Does
Real-time content optimization

Selects the best-performing language — headline, body, CTA, tone — for each segment at send time. Optimizes how you say it.

What It Isn't
Product or offer recommendation

Your ESP handles Who, When, and What. Persado handles How. Complementary to Salesforce, Adobe, and Braze.

[ Persado’s Answer ]

What changes when compliance is built into generation, not review.

Compliance at Generation
Stop losing weeks to the compliance rework cycle.

Every variant is scored for performance and compliance before it’s presented for review. The rework cycle disappears because there’s nothing to rework.

0%
fewer compliance rejections
0+
regulatory frameworks
Structured Experimentation
Replace guesswork with experimentation at scale.

One experiment infers thousands of combinations. Element attribution and cross-campaign learning replace shallow A/B picks.

0+
variants per experiment
1000s
combinations inferred
Continuous Refresh
Stop watching triggered campaign performance quietly decay.

Persado detects when messages fatigue — then generates fresh compliant variants, routes them for approval, and deploys automatically.

0+
months before fatigue refresh
0+
variants rotating continuously
[ Product Walkthrough ]

From template to live campaign.
Four steps. Yours to review once.

Step 1/4
Upload your creative. Select your ESP.
HTML email template (existing design, untouched)
Control subject line + body
Campaign type (automated or manual)
[No platform access required. No PII. No credentials.]
SFMC
Braze
AJO
Cordial
CAMPAIGN SETUPTemplatewelcome_apr_v3.htmlControl SLYour new card is hereESPSalesforce MCTypeAutomatedReady ✓SFMCBrazeAJOCordial
Generate 16+ variants (subject line, body, CTA — all optimizable elements)
Score each variant (PPS 0–100 with explainable reasoning)
Validate compliance (20+ regulatory frameworks, every variant pre-cleared)
[Fully managed. Persado's team handles variant generation and loading. Your team's only action is reviewing and approving.]
VARIANT REVIEWV1 — UrgencyAction-oriented0V2 — SafetyReassurance0V3 — BenefitValue-first0All Cleared16 variants scored
QA via sub-addressing: one test email delivers every variant to your inbox at once
Paste two lines into your ESP — Persado generates the AMPscript/Liquid/AJO code
Publish: campaign goes live. At send time, Persado's API returns the best-performing variant
[Audit trail: Every variant delivery logged per recipient inside your ESP.]
CODE OUTPUT%%[ /* Persado Automate */SET @content = HTTPGet( concat(@apiUrl, @subKey))]%%COPYQA TEST SENDyou+test@company.comLAUNCH
Weeks 1–2: Learning — all variants served equally, system discovers what works
Weeks 3+: Auto-Optimization — top performers served more, lift compounds
Month 5–6: Fatigue detected — system flags automatically
Refresh: New variants loaded, you approve, cycle restarts, all prior learning retained
[You don't touch it again until the next approval cycle. Reporting — Persado vs. control, per-variant performance — is available in the platform.]
PERFORMANCEWk 1Wk 4Wk 8Wk 12Ctrl[ P ]0LEARNINGOPTIMIZINGREFRESH
[ The Approach ]

Performance compounds.
Your 100th campaign outperforms your first.

Most value is captured in Phases 1–2. Phase 3 adds contextual signals when your data infrastructure is ready.

1 Week
Learning

16+ variants in randomized rotation. Discover which tones, emotions, and structures drive engagement for this audience.

3 Weeks → Ongoing
Primary Value
Auto-Optimization

Real-time serving of top performers. Underperformers removed automatically. Content library self-refreshes when fatigue is detected. This is where sustained lift lives.

When Ready
Signal-Informed Serving

Incorporate 1st-party data and contextual signals — lifecycle stage, product affinity, engagement recency — to refine which segments receive which top-performing variants.

[ By the Numbers ]

Built on 13 years of data your competitors can’t replicate.

0%
Reduction in Campaign Hours
0%
Win Rate vs. Human + AI
Zero
Compliance Incidents
0K
Optimized Sends per CRM Credit
0+
Years of FS Data
0K+
Performance-Labeled Campaigns
0+
Regulatory Frameworks
0
Languages Natively Supported

Why Einstein and Movable Ink
Aren't Solving This

Capability
Manual CRM
Movable Ink
SF Einstein
Persado Automate
Content generation
Manual
Visual only
Generic LLM
FS-trained, compliant
Compliance built-in
Post-review
None
Disclaimed in ToS
During generation
Real-time optimization
None
Visual elements
Subject line only
6 elements + design
Performance prediction
None
None
Basic
0–100, explainable
Compounding learning
Starts from zero
No learning
Limited
Knowledge graph
FS specialization
Internal
Some FS
Horizontal
13 yrs, 8/10 banks
Movable Ink
Where They Win

Real-time visual elements (countdown timers, live pricing, geo-images). Where they stop: They don't generate or optimize the language that drives conversion — and have no compliance layer.

With Persado
What Changes

Clients can use Persado's optimization engine with their own content. Language generation, compliance, and real-time optimization in one layer.

What's Running Behind Every Send

Six integrated capabilities that make every campaign self-optimizing, compliant, and continuously improving.

Real-Time Variant Selection

ML selects the highest-performing compliant variant at the moment of send. No manual A/B tests, no delays — your campaigns improve while you sleep.

Learn more →
Every Send Compliance-Checked

Every content combination validated against your regulatory frameworks during generation. Full audit trail for every send, every time.

Learn more →
Compounding Intelligence

Every send generates performance data that feeds back into the model. Your 100th campaign genuinely outperforms your first. Learning never resets.

Learn more →
Automatic Fatigue Detection

The system detects when top-performing messages begin to fatigue, generates fresh compliant variants, and deploys them automatically.

Learn more →
One-Time Template Setup

Dynamic content scripts integrate with your ESP once. After that, Persado handles variant selection and optimization at every send.

Learn more →
Native ESP Integration

Salesforce Marketing Cloud, Adobe Campaign, Braze, Cordial — API-driven integration at the content delivery level. Your ESP sends as normal.

Learn more →

Automate Questions

How does the real-time API integration work?
One-time setup: you share your HTML email template, and Persado adds dynamic content scripts with variable tags ($Persado_Headline, $Persado_Body, $Persado_CTA, etc.) that connect to our real-time API. At the moment of send, Persado's API serves personalized, compliant content to each recipient. Your ESP sends as normal — Persado handles the content variation and optimization.
Which ESPs and platforms does Automate integrate with?
Salesforce Marketing Cloud (native integration), Adobe Campaign, Braze, and Cordial. The integration is API-driven and platform-agnostic at the content delivery level. If your ESP supports dynamic content or API calls at send time, Persado can integrate.
Does every variation get compliance-checked?
Every single one. Compliance validation happens in real-time during variation generation — not sampled, not batched, not post-hoc. Every content combination delivered to every recipient is cleared against your regulatory frameworks and brand guidelines before it reaches the inbox. Full audit trail available for every send.
How is this different from A/B testing we already do in our ESP?
Traditional A/B testing requires you to manually build 2–3 variants, run a test, pick a winner, and move on. You learn nothing about why it won. Persado generates 16+ variants, tests them simultaneously with structured experimentation, attributes performance to specific language elements, and compounds learning across campaigns. Your 100th test is smarter than your first.
How much time does this actually save?
Based on production data: a typical email campaign requires ~35 hours per cycle (content creation, legal review, coding, QA, launch) repeated 12× per year = 400 hours per campaign per year. With AUTOMATE, setup is one-time (~55 hours for the year) and the system handles all subsequent optimization automatically. That's 345 hours saved per campaign per year — redirected from production to strategy.
Does performance actually compound over time?
Yes. Every send generates performance data that feeds back into Persado's models. The system learns what works for each segment, each channel, each product — and improves automatically. Your 100th campaign genuinely outperforms your first. This closed-loop learning is the fundamental difference from generic AI, which starts from zero every time.
What about content fatigue?
Persado detects when top-performing messages begin to fatigue — then generates fresh compliant variants, routes them for approval, and deploys automatically. Performance windows extend from ~2 months to 6+ months. You don't touch it again until the next approval cycle.
[ Ready to Start? ]
Request a Pilot and See Results
in 4–6 Weeks
One triggered journey. ~72 hours to go live. Measurable lift with decision-ready data — zero risk to your current workflow.