Welcome to Persona

Welcome to Relay Persona. If you’ve just logged in for the first time you probably clicked on this article / video on the home page and didn’t see what else lives on the Home dashboard, your Persona Workspace Success Report.

Home Dashboard

We record data for all visitors to your site whether or not they are targeted by a Persona campaign. By doing this we’re able to see if more sales can be attributed to visitors who see Persona campaigns vs. those who don’t. You’ll also be able to use this data to create new campaigns.

Persona automatically blind tests campaigns by delivering them to 50% of visitors. A purchases by a visitor after meaningfully interacting with a campaign, say by clicking a link in the campaign communications, is considered as a conversion or attribution due to Persona. We’ll also show you if the average order value is higher for visitors who did or didn’t see a Persona campaign.

Workflows Dashboard

Now let’s talk about how we build a campaign and who will see it. All of your campaigns will live here on the Workflows dashboard. Campaigns will consist of a segment or audience, which is who sees the campaigns, a Trigger which starts displaying campaign materials to the audience and the campaign itself which consists of your communications / creative materials to be displayed to the audience.

The default trigger is Any Visit and the default segment is All Visitors. Campaigns assigned to Any Visit and All Visitors will be seen by every visitor to your site (other than those excluded by the blind test). Visitors must have agreed to cookies on your site.

Once you have more triggers and Segments created you can view your workflows sorted by trigger or Segment. Use the controls at the bottom right to switch between Segments and Triggers. Select all Triggers to view everything on your Workflows dashboard at once. Click the X to remove an audience or trigger. You can always add it back again. Click Autoselect to display all of your Workflows.

Create new triggers by selecting Create New and define the URL or UTM parameters to be used by the trigger. You can use and / or functions to define triggers with multiple variables.

Audiences Dashboard

To create a new audience visit the Audiences dashboard. The All Visitors audience is everyone who visits your website after adding Persona and will continue to grow as Persona tracks more visitors to your site. Each visitor who accepts cookies on your website becomes a profile in your All Visitors segment. Additional segments can be imported from Peel Insights. If you do not have a Peel insights account click the link on the Audience tab to book a demo. If you do have a Peel Insights account click the link to request a custom audience segment.

Campaigns Dashboard

The Campaigns dashboard is where you can create campaign communications. Go here to start a new campaign or to Enable / Disable campaigns. Another way to start a new campaign is from the Workflows dashboard by clicking Add Campaign in the Campaigns node.

We’ll go over creating a campaign in the next video but in Campaigns you can view all of your campaigns, edit, enable or disable and make changes to campaign communications or settings.

You can see that campaigns consist of sequences where your dynamic materials - pop ups and notifications live and website sections. Rearrange your campaign communications by dragging and dropping or adjusting time delays.

You can preview any campaign communication and enable / disable nodes.

Page sections are static campaign communications that appear directly on your website when a visitor is seeing a campaign. Unlike pop ups and notifications Page sections cannot be dismissed or turned off. A Page Section can be an additional section on a page template or it can replace an existing section on a page template.

Channels Dashboard

The channels dashboard is where you can create and edit your website spaces and website blocks that will become Page sections, and where you’ll be able to manage new channels as they are added to Persona.

That’s all for your intro to navigating Persona thanks for joining me! - watch Setting up your first campaign next where we’ll create a simple campaign to help your visitors find what they need with Persona.

If you have any questions, click the chat widget at the bottom left to contact support.