Personas Screen
- Ben Clark
The Persona screen shows all the Personas you have available in Alterian CX. This screen is populated in two ways:
New Persona values flowing into the event data going into Journey Analytics will automatically appear here. They will have a default icon, no description and the default name provided in the event. This process provides a quick start to understand Persona usage. It reduces the chance that a Persona has been introduced but not configured.
Personas can be manually added. Clicking on the plus icon allows a new Persona to be added.
The Persona screen shows:
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
Creating a Persona
To create a new Persona click on the plus icon at the top right
Add your chosen persona name and then the description. You can add an Icon by clicking on the default icon in place. This opens the standard icon library where we have supplied a series of likely persona icons.
Click on the save icon at the top of the screen to save your Persona.
Editing and reviewing a Persona
Clicking on the Persona row will open the Persona and allow you to see it in more depth.
Here you can adjust the Icon or description.
Persona Activity Counter
the activity counter in the Personas screen will indicate how many events have been created for a specific persona. Personas with low or no activity are likely to be inactive and may necessitate adjustments to the data you are loading.
Enable and Disabling of Personas
While working with personas, you may find that some no longer align with your customer experience (CX) or marketing requirements. You can now disable personas which provides three functions:
Journey Playbooks - Removes the Persona from any Playbooks it is used in and will remove the Persona from the Personas selection helper and filters in Journey Playbooks
Switch Cases - Switch cases setup to use a Persona that has been set to disabled will not be changed to ensure existing switch cases continue to work. However the persona focused helper in the switch case will no longer provide the disabled Personas as an option.
Personas screen - The default status filter of enabled will remove disabled personas from your view. This filter 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.
In the example below the chosen Persona has been linked to a step in the Persona Journey and Persona Demo. Clicking on the Playbook name will allow you to view the Persona and review the mapped steps.
Details on how to link Personas in Journey Playbooks can be found here.
