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.
Click Create Persona
A simple Persona with only one one condition.
Navigate to the Conditions tab and enter an operation which includes:
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.
Conditions can be added to your Persona to further refine the selection. Additional conditions can restrict the match using AND, or broaden the match using OR.
See examples below:
Conditions can be deleted by clicking the minus icon
Adding another group can target within a specific condition group but broadening across another group.
In the example below, the persona includes users within the Finance or Human Resources Department that are in California and Coordinators:
To delete a condition group, click the X icon:
Edit any of the fields and click Save to update the template
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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