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:
Note: The Persona Question field will appear with the phrase that you used when creating the persona fields.
When adding the field to a form, be aware that the Persona field does not have to be at the bottom of a form. You can rearrange it just like any other field type. Hover over the field and use the Move function to drag the field up or down the list of other added fields as needed.
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: 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.