How do I set up Personas?

Add personas to organise your students

Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

To set up Personas, click on the the Settings cog in Student Database on the right-hand side.

If you have multiple Marketing Units, use the "Select marketing unit" drop-down to choose which Marketing Unit you'll be setting up.

Student avatars can be either "Default theme" or "Persona colours".

Default theme makes all the avatars the same uniform colour and style:

Persona colours allows you to choose unique base and text colours for each persona, allowing you to easily differentiate between different personas:

Adding a Persona

Adding a Persona is incredibly simple. Firstly, you need to click the small + button within the settings for Student Database.

You'll then be presented with a screen where you'll need to input the Name of your Persona, the Short Code that will be used to identify that Persona (you must make sure your shortcodes are different for all your Personas), a short description about the Persona and it's status. In 'Draft', the Persona can't be used or applied to any students. This status is normally used when still setting up a Persona.

The last thing to do before hitting save is to select the colour theme for that Persona. Once you've done this, hit save and you will have created your Persona.

FAQs

Q. Can I have different personas if my university is using more than one Marketing Unit?

A. Yes. You need to set up personas separately in each Marketing Unit by selecting the dropdown on that Persona page.

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