DXP - How to Set Up a Persona

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How to Set Up Personas

Overview

Personas help you tailor experiences to specific user types. This guide explains how to create a new persona, define its attributes, and ensure it is available for use across the website in the DXP.

Prerequisites

Before creating a persona, make sure you have:

The appropriate DXP admin permissions
A clear understanding of the audience segment this persona represents

*Please note: to set up the Persona correctly, you need to follow all the steps described in this article.

STEP 1: Navigate to the Persona Management Area in the DXP
Log in to your DXP admin dashboard. Go to Personas Click + Persona to Add New Persona. See screenshot below of the DXP Persona view.
STEP 2: Enter Basic Persona Details
Fill in the core information: Persona Name: A clear, descriptive title relevant to your audience Short Description: A concise explanation of who this persona represents. Image/Icon/Colour (optional): Typically, we assign a visual identifier or colour, if applicable See screenshot below of where to enter the persona details:
STEP 3: Define Demographics & Add Rules
Configure the audience criteria by adding rules such as: Visit Page End of URL 10 Points Every Time Save each rule and confirm the logic is correct. These rules help ensure the persona is assigned accurately and behaves as expected across the website. See screenshot below for an example of rule configuration.
STEP 4: Add Specific Forms
If forms are used to identify or qualify personas, you can set up form-based rules. Common examples include: Enquiry Forms, Contact Us Forms, Application Forms and any other UBIQ form (please note: Embedded and other external forms can track DATA in the DXP) To configure form-related rules: Select Add Rule. Choose conditions such as: Submit Form End of URL 30 Points Once Save each rule and confirm the logic is correct. See screenshot example below:
STEP 5: Save & Publish
Review all fields for accuracy. Click Save to enable activation Check the set-up has been successful confirm the persona appears in your persona list. Please allow up to 2 hours for all data to be shown. You're all set! Now you can create a new Persona in the DXP. If you want help defining persona templates, please do reach out to your Experience Director for further support.