The persona data stored within Alterian CX represents crucial insights for refining your messaging and offers. Our platform simplifies the use of personas through convenient helpers within our switch cases. This empowers you to construct customized flows for each persona you intend to target with tailored messaging and offers.
Switch cases values are either manually added by the user or where the user has chosen to switch on a field from the customer attribute table we provide a simple helper to identify the discrete values that could be used.
For personas we are able to provide further detail to more clearly highlight which Personas should be selected and a description to highlight why. We show the icon, persona name and the description. The user can click to select a persona and the case value (the persona name) is added to the switch case.
As we only show a small part of the description we provide a “See all” link that opens the persona screen so greater detail can be seen.
Note The persona helper will only display the switch case field that was retrieved from the customer attribute table and generated by the standard AlterianCX_Persona field.
If a Persona is set as invisible we do not remove it from existing Switch Cases but we willl remove it from the helper.
Persona Field uses Delimiter-separated values
In most cases the persona field will be a delimited or array field. This will allow an individual to have more than one Persona which is a fundemental requirement for Personas.
As such when the persona field is selected you will need to also select Process field as “Delimiter-separated values” and select the appropriate delimiter which should be pipe “|”.
