Using Personas with Dynamic Email Content

Personas are fictional representations of your customer audiences. They are designed to produce higher conversions by making messages personal.

This article provides information on using personas to create dynamic emails.

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Article Contents

• Adding Personas to Dynamic Emails
• Reviewing Personas in the Email Designer

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Email

Automation

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Adding Personas to Dynamic Emails

You can add personas to dynamic emails.

To add personas to dynamic emails, do the following:

1. Click Automation > Personas in the left toolbar.
   
   

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2. Create a persona.
   
   

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3. Click Email in the left toolbar.
4. Create or edit an email.
5. Hover over any content block or element within the email editor.
6. Click    Make Dynamic > Personas. 
   

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7. Edit the email content for each persona in the content editor.
8. Click Done.
9. Click Save.
   
   

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Refer to Creating Personas for more information on creating and editing personas.

Reviewing Personas in the Email Designer

You can review available personas when in the email designer.

To review personas, do the following:

1. Click Emails in the left toolbar.
2. Create or edit an email.
3. Hover over any content block within the email editor.
4. Click    Make Dynamic > Personas.
   
   

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5. Click    Dynamic Web Content in the left panel of the email designer.
6. Click any of the active personas.
   
   

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Doing so will open a modal that displays the persona summary, including the following information:

• Persona name
• Title
• Answer
• Contact and lead membership
• Biography
• Demographics