Personas

Open Settings from the side menu bar, then Rapport > Personas.

Licence

Personas are part of the Rapport licence.

A Persona describes a type of customer. Define the personas that matter to your service, assign one to a contact, and you can then filter your contacts by it.

The value is in the filtering. Once contacts carry a persona you can pick out a particular audience - and talk to that group specifically rather than mailing everybody and hoping the message finds the right people.

Personas work best when they describe something you would actually act on differently. A handful of meaningful ones is more useful than a long list that nobody applies consistently.

Field reference

Every field on this screen, with the options each one accepts.