6. Set Your Persona

Onboarding Flow ( Quick Start )

Advanced Features

14. Account Scoring

14.1 Best Practices of Setting Decay In Account Scoring

15. Journey Stages

16. Notification Settings

Persona

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Persona is a user profile used to define the key attributes that defines the buyers & influencers of your product.

They help define the key attributes of the individuals you're aiming to reach—ensuring your messaging aligns with their role in the buying journey.

Types of Personas

Users & Influencers (Type: Influencer):

Represents individuals who influence buying decisions or engage with campaigns.

Decision Makers (Type: Buyer):

Represents individuals directly involved in making purchasing decisions.

Use Case in Recotap:

These personas can be directly linked to campaigns, eliminating the need to define targeting criteria from scratch each time.

You can create and manage multiple personas based on your marketing strategy—tailored to different product lines, industries, or regions.

Create a Persona

You can manage and create personas under the ABM Settings → Persona section.

Each persona can be expanded to view details, edited, or deleted as needed. The counters next to each section indicate the number of departments and seniority levels selected.

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Watch a quick video guide to build a Persona in Recotap

Persona Types of Personas Use Case in Recotap:Create a Persona