What Is A Persona?

Persona(s) allow you to create identities by combining a single or multiple Profile(s) with a Brand. This will create the framework for how all communications are sent and shared.

You may have multiple Personas, however, your default Persona will apply to all automation - weekly news updates, social/ website posts, and direct emails. All other Personas can be utilized manually by choosing the Persona from the dropdown menu. 

When To Create More Than One Persona? 

• You want to create a team Persona rather than an individual.
• You share a book of business and would like all members of the team to have their own individual Persona. 
• You have more than 1 brand example) Advisor brand and Charitable giving brand. 

Note: Only the first Profile within a Persona will appear on your newsletter, all other Profiles are displayed on the Content Landing Page. 

Related Articles:

• How Do I Create A New Persona
• How Do I Change My Default Persona?
• How Do I Add A Profile To A Persona?