How Do I Create A New 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. 

In this article, you'll learn how to create a new Persona. 

1. Click your name or username at the top right and then Account & Settings
2. This will launch you into the Profile & Branding of your Account & Settings
3. Click the Create New Persona button under the existing Personas
4. Enter a name for the Persona
5. Click Add Brand and choose the Brand you wish to use in this persona or create a new one
6. Click Add Profile and choose the Profile you wish to use in this persona or create a new one
7. Click Save

Related Articles:

• How to Create a Profile
• How to Create/Edit Your Brand
• How Do I Change My Default Persona?