Creating Personas

Article Contents

• Understanding Personas
• Persona Cards
• Usage Graphs
• Custom Widgets
• Persona Assignments
• Persona Templates
• Widget Breakdown
• Creating Personas
• Setting Personas
• Deleting Personas
• Frequently Asked Questions

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.

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.

Click to enlarge.

The friendly name given to a persona. This name will appear on
the Marketing Profile for a lead.

The title for the persona.

When using personas in forms, this is the value that appears in
the field drop-down menu.

A profile picture that represents the persona. Comes from a
pre-populated library of images.

A brief summary of the type of individuals that the persona is 
attempting to identify.

The total number of leads and contacts added to the persona in the
last 30 days.

The inner perimeter has a section for each active persona.
Hovering over each section will specify the persona and the
percentage of leads/contacts assigned.

The outer perimeter shows the distribution of leads and contacts
as a percentage for the specified persona. These specified personas
are all of your saved personas.

Supplemental information for the persona. Text entry fields only.

Intended to capture information unique to your business. Choose
from horizontal bars, data range set, or sliders to display widget
information.

Text area fields used to capture any additional information. 
Examples include Fears and Aspirations, Pain Points, and Unique
Selling Proposition.

Every SharpSpring Form has the option to add the persona field.
When leads submit the form, they will be prompted to self-identify
to a persona by completing this field.

The Lead Edit Event of change lead persona can be used as a
workflow action.

Every lead record has a Marketing Profile section which displays
lead status, persona, and lead score. Users can manually assign
or update the persona for a lead at any time by clicking the
persona button under the lead's Marketing Profile.

Personas need to be attributed to a persona template. Templates are comprised of widgets, which determine metadata, as well as the overall appearance of the template. Templates need to be set with widgets before personas can be created.

To set or edit a template, do the following:

1. Click Marketing > Automation > Personas in SharpSpring's top toolbar.
2. Click    Options > Edit Template.
3. Hover over a section widget.
4. Click    Edit.
5. Modify section widget content as needed.
6. Click Save Changes.
7. Optionally, click Add Section to add widgets.
8. Optionally, click    Delete to delete widgets.

Widgets are pre-built blocks of text, graphs, and images. Widgets allow you to customize all information within a persona.

Persona templates have many widgets available. Templates allow you to configure the following persona information:

This widget handles the image associated with the persona. The
available avatar images come preloaded. This widget cannot be
accessed from the Edit Template menu and is accessed on the
template itself.

This widget handles all supplementary information for the
persona. This supplementary information is saved as metadata.
Supplementary information is entered in the text box.

This widget lists a question for the persona that best associates
with a desired set of users.

This widget provides a general biography for the persona that
best associates with a desired set of users.

This widget provides a way to add a series of additional questions,
biographies, or other relevant content to better associate with a
desired set of users.

This widget adds a slider with multiple available values. The
values are represented by percentage. 

This widget adds a customizable data range slider to the template. 

This widget adds a horizontal bar to the template. The bars are
akin to bars in bar charts.

Once a persona template is set, you can start creating personas.

To create a persona, do the following:

1. Click Marketing > Automation > Personas in SharpSpring's top toolbar.
2. Click    Options > New Persona from Template.
3. Enter information in the following fields:
   
   

   •   Persona Name •   Persona Title •   Persona Answer

4. Click Create Persona.
   
5. Click    Edit above section widgets to modify information.
6. Enter the applicable information or set the necessary parameters in the widget.
7. Click Save Changes.
8. Repeat as necessary to fill out information in every widget.

• Using Personas on SharpSpring Forms
  
• Using Personas with Dynamic Landing Pages

• Using Personas in Automation
• Using Personas with Dynamic Email Content

You can set personas to contacts through their individual records.

To set personas through the Contact Record, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the name of the desired contact.
3. Click the Overview tab.
4. Click the Marketing Profile drop-down menu.
5. Select the desired persona.
6. Click OK.

You can delete personas you no longer need.

To delete a persona, do the following:

1. Click Marketing > Automation > Personas in SharpSpring's top toolbar.
2. Locate the desired persona.
3. Click the    Delete icon above the persona.
4. Type CONFIRM in the text box.
5. Click Remove.