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  1. Navigate to Configuration > Personas.
  2. Click [Add Persona]. A new Persona with empty details appears.
  3. Define the following properties:


    PropertyDescription
    NameThe name of the persona. This name appears in the list of Personas as well as in the drop-down list in the Context Widget.
    DescriptionThe description of the Persona. It should explain which group of website visitors it applies to. The description only appears in the Persona Details section.
    Persona imageClick [Browse] to select an image, or avatar, to use for this Persona. The avatar you select appears together with the name of the Personal in the last as well as in the drop-down list in the Context Widget.



  4. Click [Save].

 

For example:

Image Added Registered usersImage Removed



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Advanced Settings

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Expand the section by clicking the "Advanced Settings" link. The "User Session" field appears. Enter XML that defines the website visitor profile properties and values that make this persona applicable to a website visitor. For example:

<userprofile>
  <profile>
   <properties>
    <property>
      <id>interested_in</id>
      <values>
        <value>Training</value>
      </values>
    </property>
  </properties>
  </profile>
</userprofile>

 

For example:
Advanced settingsImage Removed

Image Added



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You can quickly and easily make a copy of a Persona. This makes it possible to create a new Persona based on an existing one and then make the necessary modifications.

To copy a Persona, hover the mouse over the name of the Persona in the list and click the "Copy" icon:

 
Copy PersonaImage Removed Image Added


A copy of the Persona appears. By default the name of the new Persona is "Copy of [Persona name]".



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Deleting a Persona

 

 

To delete a Persona, hover the mouse over the name of the Persona in the list and click the "Delete" icon:
Delete PersonaImage Removed
 











Click [OK] to confirm the deletion.

 

 

 

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