Personas allow Axero admins to create dynamic user groups to target communications, set up automation tasks, and connect your workforce to the people and information they need for ultimate productivity. As a bonus, you'll increase and expedite user adoption, and improve your end-user experience.
To create personas that meet the needs of your company, work with your fellow community admins and intranet stakeholders to understand information about your user types, then draft, review, and finalize a personas list before setting them up in your Axero intranet. Consider user job roles, communication needs, regions, work location i.e. in-office, at home, or hybrid, frequently used features and patterns within user intranet use.
When you are ready to begin using Axero's persona feature, set the System Property PersonasEnabled to true.
Then, navigate to the Control panel - People - Manage People - Personas
Personas can also be accessed from People - Personas
The next screen will show a form to fill
You can add multiple conditions to a persona template to further refine the results.
On the persona template under Conditions tab, click Add Condition. In this example, we have included the Hire date as a condition to refine the results.
NOTE: Depending on the profile field the operator conditions will auto-populate with suitable choices.
Conditions can be deleted depending on the search criteria of a user.
To delete the condition click the Bin icon
To view your saved templates, navigate to the persona page under Control panel. Here you will see a list of all the templates that are saved for quick viewing.
To make an edit to a template
To delete a saved persona navigate to the list and click the Bin icon
Personas - Profile field page lists the options available for profile field dropdown.
Personas - Include Actions page lists the options available for the include action tab.
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
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