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Personas

An introduction and training on how to maximize your use of Personas

About this course

Learn more about Personas!

In this course, we'll teach you all about Personas. This includes a product introduction, a walkthrough of the user interface, computed traits, audiences, and a few examples to get you started! 

Who should take this course? 

This course is designed for customers that have purchased Personas and need additional resources beyond our documentation to understand how to best leverage the product.

Duration:

35 minutes

We'll cover:

  • Introduction to Personas
  • Personas UI
  • Computed Traits
  • Audiences
  • A few example use cases

Curriculum30 min

  • Course Introduction
  • What is Personas?
  • Product Overview
  • Knowledge Check
  • Identity Resolution
  • Workspace Overview
  • Personas User Explorer
  • Exercise: User Explorer
  • Audiences
  • Audiences Overview
  • Creating an Audience
  • Audience Sync to Iterable
  • Generating Segmented User List in Iterable
  • Exercise: Create an Audience
  • Computed Traits
  • Traits Overview
  • Building Computed Traits
  • Trait sync to Customer.IO
  • Exercise: Create a Computed Trait
  • Knowledge Check
  • Activation
  • Personas End Tool Catalog
  • Connecting a Personas Destination
  • Exercise: Connect a Destination
  • Knowledge Check
  • Summary and Next Steps
  • Congratulations!

About this course

Learn more about Personas!

In this course, we'll teach you all about Personas. This includes a product introduction, a walkthrough of the user interface, computed traits, audiences, and a few examples to get you started! 

Who should take this course? 

This course is designed for customers that have purchased Personas and need additional resources beyond our documentation to understand how to best leverage the product.

Duration:

35 minutes

We'll cover:

  • Introduction to Personas
  • Personas UI
  • Computed Traits
  • Audiences
  • A few example use cases

Curriculum30 min

  • Course Introduction
  • What is Personas?
  • Product Overview
  • Knowledge Check
  • Identity Resolution
  • Workspace Overview
  • Personas User Explorer
  • Exercise: User Explorer
  • Audiences
  • Audiences Overview
  • Creating an Audience
  • Audience Sync to Iterable
  • Generating Segmented User List in Iterable
  • Exercise: Create an Audience
  • Computed Traits
  • Traits Overview
  • Building Computed Traits
  • Trait sync to Customer.IO
  • Exercise: Create a Computed Trait
  • Knowledge Check
  • Activation
  • Personas End Tool Catalog
  • Connecting a Personas Destination
  • Exercise: Connect a Destination
  • Knowledge Check
  • Summary and Next Steps
  • Congratulations!