Personas

Personas enable Axero administrators to create dynamic user groups to target communications, automate tasks, and connect your workforce to the people and information they need for better productivity. As a result, you'll increase and expedite user adoption and improve your end-user experience.

To create personas that meet the needs of your company, collaborate with community administrators and intranet stakeholders to analyze your user types. Draft, review, and finalize a persona list before setting them up in your Axero intranet. Consider factors such as user job roles, communication needs, regions, work location (e.g., in-office, at home, or hybrid), frequently used features and patterns within the intranet.

Personas Across Site and Spaces

Personas can be created at both the site and space levels. Site personas apply across the entire intranet, while space personas are specific to individual spaces. Site Administrators can view, edit, and delete all personas, whether defined at the site or space level.

To learn more about managing personas within spaces, see Personas in Spaces.

Creating a Persona

1. To enable personas, go to Control Panel > System > System Properties and set PersonasEnabled to true.
   
   

   

2. Navigate to Control Panel > People > Manage People > Personas.
   
   

   

   

3. Click Create Persona.
   
   

   

4. The next screen will display a form to complete.
   1. Give your persona a name. Each persona name must be unique.
   2. Toggle Is Active to activate the persona.
      
      

      

Creating a Simple Persona

A simple persona contains only one condition.

Navigate to the Conditions tab and configure the following:

1. A field from the User Profile Fields
2. An operator, which may be Equals, Does not equal, Contains, Doesn't contain, Begins with, or Ends with depending on the field type in the user profile page.
3. The matched value
   
   

   

Once the required selections are complete, the list of users matching the selected user profile field will be displayed under Matched People. In this example, 14 users in this community matched the City Equals San Diego condition.

Creating a Multiple Condition Persona

You can add multiple conditions to a persona to refine your user selection:

• AND – Narrows the match. Users must meet all conditions.
• OR – Broadens the match. Users can meet any condition.

Examples:

1. To target users within a specific city and further identify those in particular Departments and Industries, two conditions using AND can be added. This narrows the persona to one user in Matched People:
   
   

   

2. To broaden a persona and include users across multiple cities, another City condition field can be added. This increases the persona by one user, for a total of 15 users in Matched People.
   
   

   

Conditions can be deleted by clicking the minus icon.

Creating a Multiple Condition Group Persona

Use multiple groups to create complex logic by combining different sets of conditions.

To Create a Multiple Condition Group Persona:

1. Click Add Group.
   
   

   

2. Determine whether the relationship between condition groups should be AND or OR.
   
   

   

3. Add conditions in the new group. Remember that all conditions within this group must use the same operator. Matched People will temporarily show 0 until conditions in the second group are added.

In the example below, the persona includes users in the Finance or Human Resources Departments who are located in California and have the role of Coordinator.

This creates the logic: (Department = Finance OR Department = Human Resources) AND (State = California AND Role = Coordinator)

• Group 1 uses OR to match users in either Finance or Human Resources
• Group 2 uses AND to match users who are both in California and have the Coordinator role
• The groups are connected with AND, so users must match conditions in both groups

To delete a condition group, click the X icon:

Managing Personas

Administrators can manage personas by editing their setup, turning them off temporarily, or removing them entirely when they are no longer needed.

Deactivate a Persona

1. Click the Edit icon in the persona list.
   
   

   

2. On the edit persona page, toggle Is Active to Off.
3. Click Save.
   
   

   

Edit a Saved Persona

1. Click the Edit icon.
   

   

2. Update any of the fields as needed.
3. Click Save to apply the changes.

   

NOTE: Editing a site persona applies changes across all spaces it impacts.

Delete a Saved Persona

To delete a saved persona, click the Delete icon in the Delete column.

Sorting and Filtering Personas

Sort personas by:

• Name (Default)
• Date Created
• Date Updated

Filter personas by:

• Search by Name: Find personas based on their names.
• Search by Person: Find all personas created or last updated by a specific person.
• Filter by Space: Use Space filters to narrow down personas linked to a specific space.

Detailed Configuration Setup

Choose Profile Field

The Personas - Profile field page lists the options available for the profile field dropdown.

Include Actions

The Personas - Include Actions page lists the options available for the include action tab.

Related Features

In addition to the actions available above, you can also leverage the personas feature to deliver targeted content to users based on their persona. This can be done using Top Level: Broadcast or Notifications for Content.