|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.
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:
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:
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: