Umbraco Engage
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13.latest (LTS)
13.latest (LTS)
  • Umbraco Engage Documentation
  • Release Notes
  • Support
  • Installation
    • System Requirements
    • Installation
    • Licensing
    • Verify your Engage installation
  • Upgrading
    • Upgrade Umbraco Engage
    • Version specific Upgrade Notes
    • Migrate from uMarketingSuite
  • Getting Started
    • Getting Started
    • For Marketers and Editors
      • Cockpit
      • Marketing Resources
    • For Developers
      • Infrastructure sizing
      • Load Balancing and CM/CD Environments
      • Content Delivery Network recommendations
      • Cockpit
      • Content Security Policy nonce configuration
      • Troubleshooting installations
  • Marketers and Editors
    • Introduction
      • The Umbraco Engage Section
      • Content Apps
      • The Umbraco Engage Cookie
    • Analytics
      • What is measured by default
      • Client-side Events
      • Types Of Clients
      • Campaigns
      • Device Type
      • Location
      • Referral Traffic
      • Forms
      • Videos
      • Scroll Heatmap
      • Google Analytics vs Umbraco Engage
      • Search Terms
    • A/B Testing
      • What is A/B testing
      • Types of A/B Tests
        • Single-page A/B Test
        • Multiple Pages Test
        • Document Type Test
        • Split URL Test
      • Setting up the A/B Test
      • Previewing an A/B Test
      • Monitor the A/B Test
      • A/B Test Distribution Algorithm
      • Front end Rendering
      • Finish an A/B Test
    • Personalization
      • Creating a Segment
      • Setting up Personalization
      • Cockpit Insights
      • Implicit and Explicit Personalization
        • Setting up the customer journey
        • Personas
        • Implicit Personalization scoring explained
        • Content Scoring
        • Campaign Scoring
        • Referral Scoring
    • Profiling
      • Profile detail
      • External profile data
    • Reporting
    • Settings
      • Goals
      • IP Filtering
      • Configuration
      • Permissions
  • Developers
    • Introduction
      • Dataflow Pipeline
        • Data Collection
        • Data Storage
        • Data Parsing
        • Reporting
      • The Umbraco Engage Cookie
        • Module Permissions
      • Performance
    • Analytics
      • Request tracking
      • Bot detection
      • Capture location data
      • Extending forms
      • Video tracking
      • Scroll Heatmap
      • Client-side events
        • Additional measurements with analytics scripts
        • Bridging Library for Google Analytics
        • Bridging Library for Google Tag Manager
        • Google Analytics Blocker Detection
        • Create your own events
      • Extending Analytics
        • Getting the Correct IP Address
        • Sending data to the GTM Datalayer
    • A/B testing
      • Retrieving A/B test variants in C#
    • Personalization
      • Implement your own segment parameters
      • Retrieve segment information from code
      • Add custom scoring
    • Profiling
      • External Profile Data
    • Reporting
    • Settings
      • Custom goals scoring
      • Configuration
    • Headless
      • Using the Engage API
      • Headless Example
  • Security and Privacy
    • Security and privacy
    • Retention periods of data
    • Anonymization
    • GDPR & EU regulation
      • How to become GDPR compliant using cookiebot
    • How it works
  • Tutorials
    • Overview
    • How to Get Started with Personalization
    • How to Create a Persona
    • Create a Personalized Popup in 5 minutes
    • How to set up an A/B Test
    • Marketing Resources
      • Generic Topbar Template
      • Generic Popup Template
      • Generic Exit Intent Popup Template
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  1. Marketers and Editors
  2. Personalization
  3. Implicit and Explicit Personalization

Personas

To set up implicit personalization within Umbraco Engage you can set up personas for your website.

PreviousSetting up the customer journeyNextImplicit Personalization scoring explained

Last updated 6 months ago

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This can be done by going to the Engage section in your Umbraco installation and the sub-section "Personalization". There you can navigate to the tab "Personas".

Here you can create one or more persona groups, and within each group, you can create one or more personas.

Personas

Personas are an important concept for implicit personalization in Umbraco Engage. A persona is an archetypical user whose goals, needs, and characteristics represent a group of visitors to your website. By creating personas you can define behavior on your website and personalize the website experience depending on the persona's needs.

Creating personas is something that you should do for your website. If it's your first time coming up with personas we always advise creating a maximum of 3 personas.

If you want to add many more personas, be aware that each added persona will increase the complexity of finding good personalization strategies. And every extra persona requires extra content.

As an example we have three different personas:

  • The data & privacy officer. This type of visitor is mainly interested in how Umbraco Engage is safeguarding data storage and GDPR ruling.

  • The developer. This persona is interested in how to set up Umbraco Engage.

  • The marketer. This persona is looking for inspiration and functionalities; what has Umbraco Engage to offer.

To learn how you can set up Personas in Umbraco Engage read the guide.

How to create a Persona
Personas.
Personas.