Create and Manage Personas

Administrators can create and manage Personas.

Personas provide the ability to view representative customer journeys for specific customer segments.

Manage Personas Page

Click the User Options menu in the upper right corner of the page, and select Profile & Settings.

Under Account Settings, click on the Personas tab.

Create a Persona

Click on Add a Persona Email in the top right corner.

In the Create New Persona window, enter the Persona Name and a brief Description.

For the email address, you can choose "Let us generate an email for you" if you would like Archiver to generate an email address for the Persona.

Or, you can choose "I want to use an existing email address" if you already have an email address that represents this customer segment.

Enter the email address in the Email Address field.

Click the blue Save New Persona button.

Copy a Persona Email Address

You can view the email address associated with each Persona on the Manage Personas page.

Click the copy icon to copy the email address to your clipboard.

Edit a Persona

Click on the pen icon next to the Persona you would like to edit.

In the Edit Persona window make any changes to the Persona and click the blue Save changes button.

Delete a Persona

Click on the trash can icon next to the Persona you would like to delete.

In the Confirm Delete window, click the blue Save changes button.