Personas are fictional representations of your customer audiences, designed to produce higher conversions by making personalized messaging simple. This article will detail how to add the Persona field to SharpSpring forms for lead self-identification.
The following user roles can use personas:
- Marketing Managers
Adding the Persona Field
The Persona field can be added to either new or pre-existing SharpSpring forms. To add the field to a form, do the following:
Removing the Persona Field
To remove the field, do the following:
Frequently Asked Questions
Q: Can the Persona field be used as a hidden field on a form?
A: Yes. If you would like to automatically set a persona for a lead filling out a particular form, you can make the Persona field hidden, and then add a default value. The default value will be the response to the self-assignment question, respective of the persona you would like to assign.
Q: Does the Persona field always have to be at the bottom of a form?
A: No. You can rearrange it just like any other field type.
Q: Can I change the style of the Persona drop-down field?
A: Yes. You can customize the CSS for the Persona field by editing the CSS for the form.