|Personas are fictional representations of your customer audiences, designed to produce higher conversions by making personalized messaging simple. Personas in SharpSpring have many uses. Personas can be used for dynamic content in emails and landing pages, and they can be used as list rules for targeted email sends. Personas can be used by salespeople to shape the way you communicate with your leads during the sales cycle by segmenting your customers and leads based on interests and behavior. This article provides a walkthrough on creating personas.
|Personas are a combination of information and attributes unique to a specific audience. Every persona is made of a persona card, usage graph, and widgets.|
Persona cards contain basic information and represent the persona in an at-a-glance manner. Persona cards contain the following information:
The friendly name given to a persona. This name will appear on
The title for the persona.
When using personas in forms, this is the value that appears in
A profile picture that represents the persona. Comes from a
A brief summary of the type of individuals that the persona is
Persona usage graphs show the following information:
The total number of leads and contacts added to the persona in the
The inner perimeter has a section for each active persona.
The outer perimeter shows the distribution of leads and contacts
Widgets are pre-built blocks of text, graphs, and images. Widgets allow you to customize all information within a persona. There are many types of persona widgets:
Supplemental information for the persona. Text entry fields only.
Intended to capture information unique to your business. Choose
Text area fields used to capture any additional information.
Leads or contacts can be assigned a persona in three ways:
Every SharpSpring Form has the option to add the persona field.
The Lead Edit Event of change lead persona can be used as a
Every lead record has a Marketing Profile section which displays
Frequently Asked Questions
Q: How many personas can I create?
A: There are no limits to the number of personas that can be created.
Q: Can I build a dynamic list based on personas?
A: Yes. Persona assignment is available as both a trigger and filter in automation.
Q: What does a lead see on a SharpSpring form if the persona selection has already been assigned?
A: The Persona Answer for the assigned persona will autofill into the field.