Personas

Use personas to create different “personalities” for sending your messages. A persona contains lots of fields that you can include in your messages (such as name, address, and company information) to create an entire sending “personality”.

To manage your personas, choose Setup / Personas / Show List from the menu bar:

The Personas list screen shows the number of autoresponders and broadcasts that are using each persona.

The persona can be changed in the settings of each autoresponder and broadcast.

Creating and Editing Personas

To create a new persona, choose Setup / Personas / Create New from the menu bar:

… or choose Create a persona from the I Want To… menu on the Personas list screen:

To edit an existing persona, choose Edit from the Actions column on the Personas list screen:

When creating or editing a persona, the settings are the same.

Settings Tab

  • Name – the name for the persona.
  • Description – a description of the persona. It is never displayed to contacts.
  • Assign to new autoresponders and broadcasts – check this box to use this persona as the default for new autoresponders and broadcasts. This can be changed in the settings of each autoresponder and broadcast.

Details Tab

Contact Section

  • Title – title for the persona.
  • First name – first name for the persona.
  • Last name – last name for the persona.
  • Full name – full name for the persona.
  • Position – position for the persona.
  • Department – department for the persona.
  • Company – company for the persona.
Address Section

  • Address line #1 – address line 1 for the persona.
  • Address line #2 – address line 2 for the persona.
  • Address line #3 – address line 3 for the persona.
  • Address line #4 – address line 4 for the persona.
  • Address line #5 – address line 5 for the persona.
Phone and Fax Section

  • Phone number #1 – phone number 1 for the persona.
  • Phone number #2 – phone number 2 for the persona.
  • Fax number #1 – fax number 1 for the persona.
  • Fax number #2 – fax number 2 for the persona.
Email Addresses Section

  • Email address #1 – email address 1 for the persona.
  • Email address #2 – email address 2 for the persona.
  • Email address #3 – email address 3 for the persona.
  • Email address #4 – email address 4 for the persona.
  • Email address #5 – email address 5 for the persona.
Websites Section

  • Website #1 – website 1 for the persona.
  • Website #2 – website 2 for the persona.
  • Website #3 – website 3 for the persona.
  • Website #4 – website 4 for the persona.
  • Website #5 – website 5 for the persona.

Signatures Tab

  • Signature #1 – signature 1 for the persona. Expand the More signatures section to create more signatures.

Resource Boxes Tab

  • Resource box #1 – resource box 1 for the persona. Expand the More resource boxes section to create more resource boxes.

Other Fields Tab

  • Other field #1 – other field 1 for the persona. Expand the More fields section to create more fields.

Usable Tags / Shortcodes

Each autoresponder or broadcast that you create can have one of your personas assigned to it. The fields from the persona can be included in messages using the following tags/shortcodes.

“These tags insert information about the sender, not the recipient. There are different tags to insert recipient information”

Title 		        {PERSONA_TITLE}
First name 	        {PERSONA_FIRST_NAME}
Last name 	        {PERSONA_LAST_NAME}
Full name 	        {PERSONA_FULL_NAME}
Position                 {PERSONA_POSITION}
Department          {PERSONA_DEPARTMENT}
Company 	        {PERSONA_COMPANY}
Address line 1 	{PERSONA_ADDRESS_1}
Address line 2 	{PERSONA_ADDRESS_2}
Address line 3 	{PERSONA_ADDRESS_3}
Address line 4 	{PERSONA_ADDRESS_4}
Address line 5 	{PERSONA_ADDRESS_5}
Phone number 1 	{PERSONA_PHONE_NUMBER_1}
Phone number 2 	{PERSONA_PHONE_NUMBER_2}
Fax number 1 	{PERSONA_FAX_NUMBER_1}
Fax number 2 	{PERSONA_FAX_NUMBER_2}
Email address 1   {PERSONA_EMAIL_ADDRESS_1}
Email address 2   {PERSONA_EMAIL_ADDRESS_2}
Email address 3   {PERSONA_EMAIL_ADDRESS_3}
Email address 4   {PERSONA_EMAIL_ADDRESS_4}
Email address 5   {PERSONA_EMAIL_ADDRESS_5}
Website 1 	        {PERSONA_WEBSITE_1}
Website 2 	        {PERSONA_WEBSITE_2}
Website 3 	        {PERSONA_WEBSITE_3}
Website 4 	        {PERSONA_WEBSITE_4}
Website 5 	        {PERSONA_WEBSITE_5}
Signature 1 	        {PERSONA_SIGNATURE_1}
Signature 2 	        {PERSONA_SIGNATURE_2}
Signature 3 	        {PERSONA_SIGNATURE_3}
Signature 4 	        {PERSONA_SIGNATURE_4}
Signature 5 	        {PERSONA_SIGNATURE_5}
Resource box 1 	{PERSONA_RESOURCE_BOX_1}
Resource box 2 	{PERSONA_RESOURCE_BOX_2}
Resource box 3 	{PERSONA_RESOURCE_BOX_3}
Resource box 4 	{PERSONA_RESOURCE_BOX_4}
Resource box 5 	{PERSONA_RESOURCE_BOX_5}
Other field 1  	{PERSONA_OTHER_1}
Other field 2  	{PERSONA_OTHER_2}
Other field 3  	{PERSONA_OTHER_3}
Other field 4  	{PERSONA_OTHER_4}
Other field 5  	{PERSONA_OTHER_5}