Using Personas in Automation

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 Personas with Lists Personas with Action Groups Personas with Workflows	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers
	Salespersons
	Jr. Salespersons

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

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

Click Automation > Visual Workflows in SharpSpring's left toolbar. Create or edit a workflow. Click + Add under Start or an applicable branch. Select either Trigger or Filter. Select is the persona under Lead. Select the desired persona. Click OK. 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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