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  • Icon - Visual representation of the persona

  • Persona name - The name of the persona configured in the system - Don't forget this may have been automatically created as Persona values flow into the system

  • Activity Counter - A count of the number of events created by this specific persona. this provides a visual idea whether this Persona is actually “live” are people with this persona creating events.

  • Description - Description of the Persona, the description of the persona, why someone may fall into this persona and when this persona may be used.

  • Last Modified - When the Persona was last modified

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Here you can adjust the Icon or description. Image Removed

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Persona - removing visibility

Where your requirements for a Persona have ended, for example where it’s got old and out of date or has been replaced you can set disable the Persona as not visible by unticking the Visible enabled flag. This performs two three actions:

  • Journey Playbooks - Removes the Persona from any Playbooks it is used in and will remove the Persona from the Personas selection and filters in Journey Playbooks

  • Switch Cases - Switch cases setup to use a Persona that has been set to invisible will not be changed. The helpers in the switch case will no longer provide the Invisible Persona as an option.

  • Personas screen - The default status filter will remove disabled personas from your view. This can be set to “all” to see enabled and disabled personas.

Persona Usage

Clicking on the Persona usage tab shows the Playbooks that have at least one step that is linked to your chosen Persona.

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