The text follows the video below:
On Immagnify’s platform, you can create a Persona that includes the job titles you frequently target.
This feature is a real-time saver which also keeps your use cases up-to-date.
There are two ways to create a Persona:
- On the People Search page, enter relevant job titles, departments, seniorities, and locations (if applicable) in the filters.
You can enter as many job titles as you want in the same Persona.
Click onon the top right side of the view.
Name the Persona on the top left side of the pop-up window, and edit additional information if necessary.
Finally, click on “Save Persona” on the bottom right side of the pop-up window to save the Persona.
The Persona will be saved in the Persona Management section .
2. In the Persona Management section , click on
on the top right side of the view and repeat the steps mentioned in the first method to create a Persona.
Once you have created a Persona, you can use it in the following ways:
- After searching on the Company Search page, click “Find People” to find contacts in the selected companies.
- After searching on the People Search page with company filters, such as industry or company size.
- After loading a saved list of companies or contacts on the People Search page.
Then:
Click on “Show advanced filters” at the bottom of the filters on the People Search page and select the Persona from the drop-down menu in the Persona filter.
You will then be able to view all contacts that match the parameters you entered in the Persona.
Please note:
- You can edit a Persona by clicking on its name after loading it on the People Search page or by editing it in the Persona Management section.
- You can create multiple Personas, but only one can be loaded at a time in a search.
- All Personas are shared among all users on the same account.