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Creating Personas

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Justin Garrett
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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 allowing you to segment your customers and leads based on interests and behavior. This article provides a walkthrough on creating personas.

The following user roles can create personas:

  • Administrators
  • Marketing Managers


Article Contents


Persona Templates

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



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Important: Any field changes made to the template will make the change across all personas. New fields and widgets will be added with default values.


Widget Breakdown

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:

Avatar Widget:   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.
Demographics Widget:   This widget handles all supplementary information for the persona. This supplementary information is saved as metadata. Supplementary information is entered in the text box.
Persona Question Widget:   This widget lists a question for the persona that best associates with a desired set of users.
 
Bio Widget:   This widget provides a general biography for the persona that best associates with a desired set of users. 
Custom Stories Widget:   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.
Slider Widget:   This widget adds a slider with multiple available values. The values are represented by percentage. 
 Range Widget:   This widget adds a customizable data range slider to the template. 
 
Horizontal Bar Widget:   This widget adds a horizontal bar to the template. The bars are akin to bars in bar charts.
 


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Important: Any field changes made to the template will make the change across all personas. New fields and widgets will be added with default values.


Creating Personas

Once a persona template is set, you can start creating personas. To create a persona, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Personas.
  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  pencil.png  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.
  



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Note: You can edit the Persona Question here. However, changes made to this field will change the field value for all personas.
 


Deleting Personas

To delete a persona, do the following:

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

When deleting all personas, the persona functionality will be hidden within the application. This means that you will not see personas in dynamic content, automation, and the like.

  



Click to enlarge.


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