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Using Personas in Automation

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Justin Garrett
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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.

The following user roles can use personas:

  • Administrators
  • Marketing Managers


Article Contents


Personas with Lists

Personas are available as both a trigger or filter when creating lists. These lists can be both dynamic lists (built in real-time as changes occur) or a simple static list.

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

  1. In SharpSpring's top toolbar, click Automation > Lists.
  2. Create a new list, or edit an existing one.
  3. In the list, scroll to the Triggers and Filters section.
  4. In the When a contact drop-down menu, select is the persona.
  5. Modify the rest of the rule group as needed.
  6. Click Add Rule.
  7. Click Save Changes.
  


Click to enlarge.


Personas with Tasks

Personas are available as both a trigger or filter when creating tasks. When a lead is assigned to a persona, that itself can trigger a task to fire. Also, persona membership can be included as a filter in an task so that only leads that are assigned to that persona will fire that task.

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

  1. In SharpSpring's top toolbar, click Automation > Tasks.
  2. Create a new task, or edit an existing one.
  3. In the list, scroll to the Triggers and Filters section.
  4. In the When a contact drop-down menu, select is the persona.
  5. Modify the rest of the rule group as needed.
  6. Click Add Rule.
  7. Click Save Changes.
  


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. In SharpSpring's top toolbar, click Automation > Visual Workflows.
  2. Create a new workflow, or edit an existing one.
  3. In the workflow, click + Add.
  4. Select Trigger or Filter.
  5. Select is the persona.
  6. Select the applicable persona from the drop-down menu.
  7. Click OK.
  


Click to enlarge.


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