Using Personas in Automation

Personas with Lists

Personas are available as both a trigger or filter when creating lists. These lists can be dynamic or static lists.

To use a persona with a list, do the following:

1. Click Lists in the left toolbar.
2. Create or edit a list.
3. Click Create Rule.
   
   

    

4. Select is the persona in the Lead drop-down menu.
   
   

    

5. Select the desired persona.
6. Complete the list with other triggers, filters, or rule groups.
7. Click Save.
   
   

    

Personas with Action Groups

Personas are available for use when creating action groups. Leads can have their personas changed through the action group.

To use a persona with an action group, do the following:

1. Click Automation > Action Groups in the left toolbar.
2. Create or edit an action group.
3. Click + Add > Action under Start or an applicable branch.
4. Select change contact persona under Contact Edit Actions.
5. Select the desired persona.
6. Click OK.
7. Complete the action group with other actions, time delays, or action groups.

Personas with Workflows

Personas can be changed or assigned to a lead through a Workflow Lead Edit Event.

To use a persona with a workflow, do the following:

1. Click Automation > Visual Workflows in the left toolbar.
2. Create or edit a workflow.
3. Click + Add under Start or an applicable branch.
4. Select either Trigger or Filter.
5. Select is the persona under Lead.
6. Select the desired persona.
7. Click OK.
8. Complete the workflow with other triggers, filters, time delays, or action groups.

Note: Triggers in workflows do not fire retroactively.

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