How to Create a Persona

On this page, you can learn how you can set up the Personas in Umbraco Engage.

Introduction

Before setting up a Persona, we recommend you read the Personas article in the Implicit and Explicit Personalization section.

Below you can find some resources on how to define a persona:

• How to create a Persona in five steps by Figma

Once you have defined your persona, you can create it in Umbraco Engage.

Creating your Personas

To create your Personas in Umbraco Engage, follow the steps below:

1. Go to the Engage menu in the top navigation.

2. Go to Personalization in the Umbraco Engage menu.

3. Go to Personas in the menu under Personalization.

Personas menu.

4. Click Add New Persona Group.

5. Add the details for the Persona Group.

   1. Add a Title.

   2. Add a Description.

   3. Set the Advanced settings to fit your needs.

6. Click Add Persona to add a new Persona.

   1. Add a Title/Name to the Persona.

   2. Add a description of the Persona.

   3. Select a Color for the Persona.

   4. Select an image for the Persona

      • You can upload your own image or use one of the default ones.

7. Click Add Persona.

You have now set up your personas and can score your content, campaigns, and referrals against these personas.

Advanced persona group parameters

If you want to tweak the working of the persona scoring in-depth, you can go to the advanced settings of a persona group.

Here you have the option to set different parameters:

• Threshold value. This threshold value needs to be reached before a persona can become active. In this case, a persona needs to have 25 points at least before a visitor can be this persona.

• The minimal deviation. This setting specifies the minimal deviation between the persona with the highest and second-highest scores. This can be specified in an absolute value or a percentage.

• The minimal deviation percentage. The percentage specifies the minimum difference between the highest and second-highest scores before a Persona becomes active. In this case, the difference between the first and second persona should be at least 25%.

• The absolute value deviation. The absolute value specifies the minimum difference between the highest and second-highest scores before a persona becomes active.

• The expiration type. Specify whether the implicit persona scoring expires. This can be set to 'never' when it does not expire or can be set to a number of days or sessions.

• The maximum points to score. Specify the maximum number of points that can be scored per persona per item.

By adjusting these settings you can tweak the performance of the Umbraco Engage algorithm.