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:
- Marketing Managers
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 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:
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: