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, it is recommended to 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.

1. Go to Personas in the menu under Personalization.

Personas menu.

1. Click Add New Persona Group.

1. Add the details for the Persona Group.

   1. Add a Title.
   2. Add a Description.
   3. Set the Advanced settings to fit your needs.

1. Click Create persona group.
2. 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.

1. 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.

These settings are shared between persona groups and customer journey groups. See Persona and customer journey group settings for details on each setting and how to fine-tune them.