Create and manage personas

You can create as many personas as you need for your site. Each persona has a set of characteristics that define its demographic and behavioral patterns. The personas that you create are applied only to the data center where you create them.

You use persona scoring to design your marketing strategies in terms of personas, and measure and optimize your interactions with the visitors classified by a certain persona.

For more information, see Persona profiles and Persona scoring rules.

To see a list of all personas, navigate to Analytics » Personas and click a persona to explore its profile in detail.

Click the Define a persona button and enter the following persona details:

• Name
  The name representing the persona.
  The persona name must be unique per data center.
• Distinctive characteristic
  Classification of the persona that differentiates it from other personas.
• Note
  Additional notes and clarifications.
  For example, notes to your team members about the persona.
• Photo
  An image depicting the persona. You can use an image from the system library.
• Rules for entering persona
  Rules that describe when a visitor can be classified as this Persona.
  You need to enter at least one rule to be able to create the Persona.
  For more information, see Add and manage persona scoring rules.

You can edit all persona details in the persona profile.

To learn how Sitefinity Insight recalculates statistics when you edit a persona threshold, see Retroactive scoring calculation rules.

Delete personas

When a persona is not relevant anymore, you can delete the persona and all data associated with it.

IMPORTANT: Once you delete a persona, the information collected for this persona is permanently deleted, along with reports and historical data. Scored points of visitors associated with this persona are deleted as well.

To delete a persona, perform the following:

1. Go to Sitefinity Insight.
2. Select the data center that you want to manage.
3. Click Personas.
4. Click the avatar or the view persona link of the persona that you want to delete.
   The Persona details screen opens.
5. Click (More options) » Delete.
6. To confirm the action, click Delete persona