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.
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
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CRM Free | |||||
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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:
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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:
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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:
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Note: Triggers in workflows do not fire retroactively.
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