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Using Personas in Automation

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Forest Myers
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Personas are fictional representations of your customer audiences, designed to produce higher conversions by making personalized messaging simple.

This article provides a walkthrough on how to use personas across the automation engine.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate    
  CRM PRO    
  CRM Free    
        
  Toolbar:    
01NavMarketing.png    01NavContacts.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Personas with Lists

Personas are available as both a trigger or filter when creating lists. These lists can be both dynamic or static lists.

To use a persona with a list, do the following:

  1. Click Contacts > Lists in SharpSpring's top toolbar.
  2. Create or edit a list.
  3. Scroll to the Triggers and Filters section.
  4. Select is the persona in the When a contact drop-down menu.
  5. Select the desired persona.
  6. Click Add Rule.
  7. Complete the list with other triggers, filters, or rule groups.
  8. Click Save Changes.
  


Click to enlarge.


Personas with Action Groups

Personas are available for use when creating action groups. Leads can have their personas changed through the action group.

To use a persona with an action group, do the following:

  1. Click Marketing > Automation > Action Groups in SharpSpring's top toolbar.
  2. Create or edit an action group.
  3. Click + Add > Action under Start or an applicable branch.
  4. Select change contact persona under Contact Edit Actions.
  5. Select the desired persona.
  6. Click OK.
  7. Complete the action group with other actions, time delays, or action groups.
  

Click to enlarge.


Personas with Workflows

Personas can be changed or assigned to a lead through a Workflow Lead Edit Event.

To use a persona with a workflow, do the following:

  1. Click Marketing > Automation > Visual Workflows in SharpSpring's top toolbar.
  2. Create or edit a workflow.
  3. Click + Add under Start or an applicable branch.
  4. Select either Trigger or Filter.
  5. Select is the persona under Lead.
  6. Select the desired persona.
  7. Click OK.
  8. Complete the workflow with other triggers, filters, time delays, or action groups.
  


Click to enlarge.
Note: Triggers in workflows do not fire retroactively.

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