Managing personas

November 14, 2023

Personas are fictional characters that represent archetypal segments of your population. In jExperience, content authors and marketers can use personas to simulate how site visitors navigate and behave.

Once defined, you can select a persona from the jExperience preview panel to see how personalized experiences perform on your site.

Note: Personas are used for previewing content only. To classify your audience, use segments, scoring plans, or lists.

Opening the Manage personas page

You can create, view, and edit personas from the Manage personas page.

To open the Manage personas page:

  1. Navigate to jExperience>Global>Audience.
  2. Click Preview personas. By default several personas are included, as shown in the following image.
    personas-manage-page.png

Creating a new persona

Create personas that represent what you know about your real-life site visitors.

To create a persona:

  1. In the Manage personas page, click New persona 
    persona-new.png
     
    at the upper-right of the page. A new persona profile displays.
    persona-new-profile.png
  2. In the Properties tab, enter information about the new persona. For example, enter a first and last name, gender, age, marital and work status, and social media information.
  3. In the Profiling tab, assign the persona to a segment or a scoring plan. You can link a persona to a segment in such a direct way because personas do not have page view events or any behaviour. Fill segments and other profiling information.
  4. Save and close the persona.

Example

This example shows how to create a persona in jExperience.   The persona is Anna, a 32 year old woman who lives in Portland, loves cats, and works as a community manager.  

We added a first name, age, gender, city and position as profile properties. We also added "cat lover" in the last name so that this persona can be easily identified in the jExperience preview panel.

jE-Anna-Hipster-cat-lover.png

 We also added Anna to the segment cat lover by selecting Manage persona segments.

jE-persona-edit-segment-1.png

And adding Anna to the segment.

je-persona-adding-segment.png

When you go to the Jahia preview and open the jExperience preview panel, Anna is now available as a preview persona.

jE-persona-preview-panel.png