Personas

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. 

Creating a new persona

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

• Click Create Persona

The next screen will show a form to fill

• Give persona a name
• Toggle Is Active to activate the persona
• Navigate to the Conditions tab. For Match there are two options to select (All/Any). From the dropdown menu select the one you want.

• Click Add Condition Choose profile field - From the dropdown list select the most appropriate condition for your requirement. (In this example we have selected Department to sort users from Human Resources) 
  
  Choose operator - The selection for this section will auto-populate depending on the profile field you choose. As we have selected department in this example, we are presented with two options for operator (Equals/Does not equal). 
  
  
  Select Department - From the dropdown list select the department name. In this example we have selected Human Resources. 
  
  Once the required selections are complete a list of users will be shown on the right panel. In this example this will be a list of users in Human Resources.
  
  Click Save to save the template for future use.
• If you would like to deactivate a persona: On the persona list, click the Edit icon.On the edit persona page toggle Is Active to off.
• Click Save

Add multiple conditions

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. 

Delete conditions

Conditions can be deleted depending on the search criteria of a user. 

To delete the condition click the Bin icon

View saved persona template

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. 

Edit a saved persona template

To make an edit to a template

• Choose the template you want to edit, and click the edit icon

• The next screen will show the template details. Edit any of the fields and click Save to update the template

Delete a saved persona template

To delete a saved persona navigate to the list and click the Bin icon

Detailed configuration setup

Choose profile field

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

Include Actions

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