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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    
        
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  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 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
    Contacts > Lists.
  2. Create or edit a list.
  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. 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. In SharpSpring's top toolbar, click
    Automation > Action Groups.
  2. Create or edit an action group.
  3. Under Start or an applicable branch, click
    + Add >     Action.
  4. Under Contact Edit Actions, select change contact persona.
  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. In SharpSpring's top toolbar, click
    Automation > Visual Workflows.
  2. Create or edit a workflow.
  3. Under Start or an applicable branch, click + Add.
  4. Select either Trigger or Filter.
  5. Under Lead, select is the persona.
  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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