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Where your requirements for a Persona have ended, for example where it’s got old and out of date or has been replaced you can set the Persona as not visible by unticking the Visible flag.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